Expert Financial Services Specialist

4 days ago

Sydney, New South Wales, Australia beBeeValuation Full time $260,000 - $280,000
Expert Valuation Professional

We offer a distinctive blend of strategic consulting, transactions, tax, and corporate finance expertise to deliver real-world value.

As a senior consultant or manager – valuation based in Sydney, you will support clients within the financial services industry regarding valuation matters in various contexts.

This work involves addressing commercial, financial reporting, tax, regulatory, or strategic issues through thorough analysis and expert advice.

Your Key Responsibilities:

  • Conduct valuations of businesses and intangible assets for management planning, mergers and acquisitions, tax, financial reporting, and disputes.
  • Manage project delivery, preparing valuation reports, and detailed financial modeling and analysis.
  • Think critically to identify issues and propose strategies related to provided advice.
  • Maintain positive relationships with client personnel and colleagues.

Required Skills and Qualifications:

  • Substantial experience in valuation within the financial services sector.
  • A degree in finance, economics, accounting, or business, with demonstrated aptitude in quantitative and qualitative analysis.
  • Possessing a CFA credential or actively pursuing one.
  • Direct experience utilising various valuation techniques and methodologies for different purposes.
  • Experience in financial modeling in MS Excel and related software preferred.
  • Excellent analytical, communication, organisational, interpersonal, and teaming skills.

Benefits:

  • Career development opportunities with future-focused skills and world-class experiences.
  • Flexible work arrangements to balance your professional and personal life.
  • A comprehensive benefits package including a competitive salary, wellness incentives, and family-friendly policies.

About Us:

  • Career development opportunities with future-focused skills and world-class experiences.
  • Flexible work arrangements to balance your professional and personal life.
  • A comprehensive benefits package including a competitive salary, wellness incentives, and family-friendly policies.

  • Expert Financial Services Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $120,000

    Financial Communications ExpertWe are seeking a skilled communications professional to join our team. This is an exciting opportunity for mid-level practitioners with experience in financial services, corporate, and technology clients.Ideal candidates will have prior experience at a communications consultancy or in-house in external and internal...

  • Financial Service Expert

    5 days ago

    Sydney, New South Wales, Australia beBeeCustomerService Full time $80,000 - $115,000

    Job OverviewThis role is ideal for individuals who are passionate about delivering exceptional customer experiences and possess a deep understanding of financial services. As a Customer Banking Specialist, you will play a crucial part in helping customers achieve their financial goals by providing tailored solutions and expert advice.Key...

  • Financial Services Specialist

    2 days ago

    Sydney, New South Wales, Australia beBeeSpecialist Full time $172,362 - $196,659

    Job Title: Financial Services SpecialistWe are seeking a skilled and experienced professional to join our team as a Financial Services SpecialistThe role involves conducting thorough financial assessments and analysis across a defined group of supervised banking and payments organisations to achieve regulatory objectives.Key Responsibilities:Conduct regular...

  • Financial Services Specialist

    5 days ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $80,000 - $130,000

    Financial Services SpecialistWe are seeking a skilled and motivated individual to provide expert financial advice and exceptional customer service. As a key member of our team, you will play a vital role in helping customers achieve their financial goals.About the RoleThis is a part-time permanent opportunity at our Blacktown location. You will be working...

  • Financial Services Expert

    6 days ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $75,000 - $105,000

    Financial Services ExpertWe are seeking a highly skilled Financial Services Expert to deliver exceptional customer experiences.The ideal candidate will have in-depth knowledge of banking services and excellent communication skills to engage with customers, assess their financial health, and educate them on digital banking options.As a key member of our team,...

  • Financial Services Specialist

    5 days ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $65,000 - $93,000

    Job Title: Financial Services SpecialistWe are seeking a skilled and experienced professional to join our team as a Financial Services Specialist. As a key member of our team, you will play a vital role in helping customers achieve their financial goals.Your Key Responsibilities:Deliver exceptional customer service and provide expert financial advice to...

  • Financial Services Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $55,000 - $110,000

    Job DescriptionWe are seeking a professional to work with customers in-person and over the phone to understand their financial needs and provide expert product knowledge to assist them in achieving their goals. You will refer customers to our specialist teams and coach them on our digital banking offerings.This role requires strong sales and customer service...

  • Financial Services Expert

    11 hours ago

    Sydney, New South Wales, Australia beBeeSolution Full time $70,000 - $90,000

    Customer Banking Specialist Relief Job DescriptionWe are seeking a skilled and enthusiastic professional to join our branch team as a Customer Banking Specialist Relief. As the public face of our organization, you will deliver a seamless banking experience to our customers, helping them achieve their financial goals.In this role, you will:Have in-depth...

  • Financial Services Expert

    5 days ago

    Sydney, New South Wales, Australia Bebeeriskmanagement Full time

    Job Opportunity: Financial Services ExpertAre you a strategic thinker with a passion for risk management? We're seeking an experienced professional to join our team as a financial services expert.This role offers the opportunity to work with clients across various industries, providing tailored solutions to help them navigate complex financial landscapes....

  • Expert Financial Support Specialist

    4 days ago

    Sydney, New South Wales, Australia beBeeFinance Full time $48,000 - $54,400

    Financial experts play a crucial role in the success of our organization, and as a Financial Analyst, you will be responsible for providing critical support to senior managers. Your analytical skills and attention to detail will enable you to make informed decisions that drive business outcomes.About the RoleThis is an opportunity to work in a supportive...