Financial Services Manager

4 weeks ago


Sydney, New South Wales, Australia GTAL Full time
About this role

We are looking for a skilled Financial Services Manager to join our team in Sydney or Brisbane. As a key member of our Transaction Advisory Services (TAS) team, you will play a crucial role in delivering high-quality due diligence services to our clients.

Our TAS team is comprised of experienced professionals who possess a deep understanding of cross-border transactions and a holistic approach to due diligence. We leverage our expertise to help clients make informed decisions on pivotal transactions, including mergers, acquisitions, divestments, and listings.

As a Transaction Advisory Services Senior Lead, you will be responsible for conducting all phases of financial due diligence on M&A transactions and Investigating Accountant engagements on stock exchange listings across various industries.

Key responsibilities
  • Manage the performance of buy-side and sell-side due diligence on M&A transactions, IPO assignments, and other ad hoc advisory projects for corporate and private equity clients.
  • Plan assignments, identifying engagement risk and determining the appropriate strategy in conjunction with managers and partners.
  • Review and interpret financial statements and other financial data.
  • Prepare and review detailed financial analysis to illustrate key business drivers and performance indicators.
  • Draft comprehensive and succinct due diligence reports, including executive summaries.

As a leader in TAS, you will also be expected to provide coaching, mentoring, and training opportunities to other team members, as well as build your brand and participate in business development and networking activities.

About you

We are seeking a candidate with significant experience in an accounting or auditing environment, with exposure to transaction due diligence and a thorough understanding of preparing and interpreting financial statements.

  • Fluent written and spoken communication skills, as well as excellent report-writing and presentation skills.
  • Critical thinker with analytical, logical, and problem-solving skills, coupled with a high degree of commercial awareness and professional judgment.
  • Well-developed organisational and project management skills, with the ability to adhere to deadlines and manage competing priorities.
  • Strong IT literacy, including use of Microsoft Office suite (primarily Excel and PowerPoint).

We value and support our employees' growth and development, offering opportunities for training and professional development. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply.



  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleThe Finance department at Pepper is a vital component of our team, providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Financial Services Specialist, you will ensure accurate and timely accounting related to the Pepper Lending Systems. This role will also support...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    Company OverviewPepper Financial Services Group is a leading provider of financial solutions, offering a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.About the RoleWe are seeking a highly skilled Trust Accountant to join our team, responsible for ensuring accurate and timely...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    Pepper Financial Services Group is an integral part of the financial landscape, providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.We are seeking a highly skilled Trust Accountant to join our team, responsible for ensuring accurate and timely accounting related to the Pepper...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The Finance department at Pepper Financial Services Group plays a crucial role in providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Trust Accountant, you will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems. This role will...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    Company OverviewInsignia Financial is a leading financial wellbeing organisation dedicated to helping Australians feel confident about their money. We're passionate about creating positive impact in people's lives through our innovative products and services.


  • Sydney, New South Wales, Australia Insignia Financial Full time

    At Insignia Financial, we value individuality and promote a culture where every voice matters.We offer a permanent full-time opportunity in VIC/NSW with hybrid working arrangements.About the RoleThis position reports to the Head of Enterprise Portfolio Risk & EPMO and is responsible for coordinating risk management associated with the delivery of our...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    Job DescriptionWe are seeking a highly skilled Executive Director to lead our strategic planning and financial management efforts. As a key member of our leadership team, you will play a critical role in driving business growth and profitability.About the RoleThis is a permanent full-time position based in Sydney with hybrid working arrangements. The...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    About the RoleWe are seeking a highly skilled Financial Accountant to join our team at Pepper Financial Services Group.Job DescriptionThe successful candidate will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems. This role will also support other accounting activities related to Special Purpose Vehicles,...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team at Pepper Financial Services Group. As a Trust Accountant, you will play a critical role in ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems.Key responsibilities will include:Reconciliation of daily loans to bank transactions for...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    At Insignia Financial, we're committed to creating financial wellbeing for every Australian.We're seeking an experienced Senior Financial Governance Expert to join our team as the Head of Member Delivery. This is a permanent full-time role based in Sydney with hybrid working arrangements.This position will provide holistic insights and reporting to our...


  • Sydney, New South Wales, Australia Proactive Business Services Full time

    Financial Services ProfessionalWe are seeking a Financial Services Professional to join our team at Proactive Business Services. As a key member of our Public Accounting Practice, you will be responsible for providing high-quality accounting and financial services to our clients.Key Responsibilities:Develop and maintain cash flow budgetsPrepare management...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    Insignia Financial is one of Australia's leading financial wellbeing organisations, dedicated to helping people feel good about their money. Our mission starts with our team members feeling valued and empowered to make a positive impact in people's lives.


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    Unlock a rewarding career with IMC Financial Markets, where you can leverage your expertise in risk management to propel our trading firm's growth. With 6-8 years of experience in front office risk management and a proven track record of managing complex projects, you'll thrive in our fast-paced environment.About the RoleRisk Management Expertise: Lead the...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    About Insignia FinancialWe are a leading financial wellbeing organisation in Australia, dedicated to helping people feel good about their money. Our team is passionate about creating positive impact in people's lives, and we're always looking for talented professionals to join us.Salary$120,000 - $150,000 per annum, depending on experience.Job...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    Job DescriptionWe are seeking a highly skilled Financial Accountant to join our team at Pepper Financial Services Group. This role will involve ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems.About the RoleThis is an exciting opportunity for a detail-oriented and organized individual to contribute to the financial...


  • Sydney, New South Wales, Australia Financial Crime Operations Full time

    At The Star Entertainment Group, we are committed to creating fun at trusted destinations. Our purpose is to deliver sustainable outcomes for our guests, team members, communities, and shareholders.We operate in a rapidly evolving regulatory landscape, and as our Senior Compliance Manager - Financial Crime Risk, you will play a pivotal role in shaping the...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    About the RoleWe are seeking a highly experienced and strategic governance director to join our team at Insignia Financial. As a senior manager trustee initiatives and governance, you will play a critical role in developing and implementing the Trustees' strategy and key initiatives to deliver on member outcomes and experience.Key ResponsibilitiesStrategy...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    We are seeking a highly skilled Senior Manager, Risk - Enterprise Services to lead our end-to-end risk function in the Enterprise Services Division. This role will support leaders to uplift risk maturity and drive implementation of risk management strategies.About the RoleThis position is responsible for leading the risk function, ensuring effective controls...


  • Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    Role OverviewWe are seeking a highly skilled Senior Associate to join our Asia Pacific Global Delivery team in Sydney. As a Senior Associate in Fund Order Services, you will be responsible for managing day-to-day operations, ensuring timely and accurate processing, and resolving issues with a keen eye on operational risks.Key ResponsibilitiesManage daily...


  • Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    State Street is a leading financial services company that offers a range of products and services to institutional clients.We are currently seeking an experienced Financial Services Manager - Client Liaison to join our team in Australia.The successful candidate will have a minimum of 12 years' experience in the financial services industry, with a strong...