Corporate Financial Specialist

18 hours ago


Sydney, New South Wales, Australia Kennedy Reid Full time

We are delighted to represent a prominent tax and corporate advisory firm in Sydney's Central Business District. This company specializes in delivering top-notch solutions to their clients through a team of dedicated professionals.

The firm comprises five partners and approximately 40 staff locally, complemented by offshore contractors.

About the Opportunity

This is an excellent chance for you to join an established and rapidly growing firm that prioritizes training and culture, offering weekly training sessions, comprehensive onboarding, and mentorship.

  • Enjoy extensive career progression opportunities.
  • Pursue a flexible work environment and maintain a healthy work-life balance, with two days of remote work available after initial training.
  • Benefit from a competitive salary: $75,000 - $85,000 + superannuation, pending experience.
  • Conveniently located in the CBD, easily accessible by public transport.
Your New Role

You will be reporting directly to the Associate Director. The primary responsibilities of this Corporate Financial Analyst role involve financial analysis, reporting, and decision-making.

Key Skills and Responsibilities

General Corporate Finance Skills:

  • Develop and utilize advanced Excel skills to drive insightful financial analysis and simplify model calculations.
  • Demonstrate mastery over financial statements, understanding the intricate relationship between Profit & Loss, Balance Sheet, and Cash Flows.
  • Conduct thorough research on industries, companies, and transactions to support strategic choices.
  • Craft compelling reports that showcase exceptional writing skills and resonate with diverse audiences.
  • Efficiently manage projects, time, and stakeholders for smooth execution and successful outcomes.

M&A Proficiency:

  • Apply sound valuation theory, including FME, DCF, and asset valuations, for mergers and acquisitions.
  • Utilize excellent stakeholder management skills to collaborate with clients, counterparts, and professionals.
  • Present information memoranda and marketing documents with finesse and precision.
  • Engage in clear and aligned communication with stakeholders at all levels.
  • Showcase expertise by efficiently managing due diligence processes and data rooms.

Financial Modeling Excellence:

  • Review and prepare legal documents, such as NDAs, Term Sheets, and sale agreements, applying legal literacy.
  • Develop structured financial models with defined inputs, processing, and outputs.
  • Formulate reliable inputs and assumptions while implementing cross-checks for data integrity.
  • Design visually appealing graphs and tables to present findings clearly and concisely.

Transaction Service & Due Diligence:

  • Provide valuable insights through scenario analysis for strategic decision-making.
  • Assess accounting relationships between the Balance Sheet and Profit & Loss.
  • Identify and articulate financial issues, proposing effective risk mitigation strategies.
  • Synthesize data from multiple sources to formulate conclusive assessments.
  • Conduct sales and margin analysis, working capital analysis, and benchmarking.
  • Evaluate accrued, deferred, and provision items for accurate financial evaluation.
What You'll Need to Succeed

To excel in this Corporate Financial Analyst position, you will require:

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

You should also possess:

  • Excellent verbal and written communication skills for conveying complex concepts.
  • 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.
  • Quick thinking and flexibility in handling complex financial scenarios.


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