Corporate Financial Specialist

1 week ago

Sydney, New South Wales, Australia Kennedy Reid Full time

Job Opportunity

We are a prestigious firm based in the Sydney CBD, specializing in tax and corporate advisory services. Our team of dedicated professionals provides top-notch solutions to our clients. The firm comprises five partners and approximately 40 staff locally, complemented by offshore contractors.

We are seeking a Corporate Financial Specialist to work closely with the Associate Director.

This Is an Excellent Opportunity For You To

  • Join a rapidly growing firm that emphasizes training and culture – weekly training sessions and comprehensive onboarding and mentorship
  • Scope for extensive career progression
  • Enjoy a flexible work environment and work-life balance- 2 days work from home after initial training
  • CBD location, easily accessible by public transport
  • Competitive salary: $72500 - $82500 + super pending on experience

Your New Role

As a Corporate Financial Specialist, you will be reporting into the Associate Director. Your primary responsibilities involve financial analysis, reporting, and decision-making. Your key duties include:

General Corporate Finance Skills

  • Excel Expertise: Utilize Microsoft Excel functions to drive insightful financial analysis and simplify model calculations
  • Financial Statement Mastery: Understand the intricate relationship between Profit & Loss, Balance Sheet, and Cash Flows
  • Informed Decision-making: Conduct comprehensive research on industries, companies, and transactions to support strategic choices
  • Compelling Reports: Craft tailored reports that showcase your exceptional writing skills and resonate with diverse audiences
  • Project Management: Efficiently manage projects, time, and stakeholders for smooth execution and successful outcomes

M&A Proficiency:

  • Valuation Expertise: Apply sound valuation theory, including FME, DCF, and asset valuations, for mergers and acquisitions
  • Stakeholder Collaboration: Utilize excellent stakeholder management skills to collaborate with clients, counterparts, and professionals
  • M&A Documentation: Present information memoranda and marketing documents with finesse and precision
  • Effective Communication: Engage in clear and aligned communication with stakeholders at all levels
  • Due Diligence Management: Showcase your expertise by efficiently managing due diligence processes and data rooms

Financial Modeling Excellence:

  • Legal Document Review: Apply legal literacy to review and prepare NDAs, Term Sheets, and sale agreements
  • Precise Financial Models: Develop structured financial models with defined inputs, processing, and outputs
  • Data Integrity Assurance: Formulate reliable inputs and assumptions while implementing cross-checks for data integrity
  • Visual Presentation: Design visually appealing graphs and tables to present findings clearly and concisely

Transaction Service & Due Diligence:

  • Scenario Analysis: Provide valuable insights through scenario analysis for strategic decision-making
  • Accounting Evaluation: Assess accounting relationships between the Balance Sheet and Profit & Loss
  • Risk Mitigation Strategies: Identify and articulate financial issues, proposing effective risk mitigation strategies
  • Comprehensive Conclusions: Synthesize data from multiple sources to formulate conclusive assessments
  • Financial Analysis: Conduct sales and margin analysis, working capital analysis, and benchmarking
  • Balancesheet Assessment: Evaluate accrued, deferred, and provision items for accurate financial evaluation

What you'll need to succeed

  • Experience: 2-3 years in corporate finance, audit, or related fields, showcasing industry knowledge
  • Qualifications: CA qualification or currently pursuing CA certification, with a bachelor's degree in accounting/Finance or similar
  • Skills and Knowledge: Strong knowledge of accounting concepts and principles, advanced analytical and numerical skills

Personal Attributes

  • Communication Proficiency: Excellent verbal and written communication skills for conveying complex concepts
  • Tech-Savviness: Proficiency in Excel, MS Word, Outlook, and Xero (Xero is preferable)
  • Highly organized, self-motivated, with a high standard of presentation and strong attention to detail
  • Adaptive Thinking: Quick thinking and flexible in handling complex financial scenarios

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