Merger and Acquisition Financial Specialist

3 days ago


Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $150,000
Financial Analyst Role

This is a highly impactful position in Mergers & Acquisitions, working with a leading specialist advisory firm in Aged Care & Retirement Living transactions.

The role requires a commercially sharp, finance-savvy analyst to support the execution of significant deals across aged care facilities and retirement villages.

Key Responsibilities:
  • Analyzing financials of aged care portfolios
  • Supporting sales staff with pricing insights and attending client meetings
  • Preparing marketing reports and investor-grade information memorandums
  • Coordinating due diligence through virtual data rooms
  • Conducting site inspections and assisting in portfolio valuations
  • Maintaining CRM and internal sales databases
Required Skills and Qualifications:
  • 3+ years' experience in financial analysis, accounting, or corporate finance
  • Strong financial literacy (balance sheets, modeling, reporting)
  • Proficiency in Excel, Word & data platforms
  • Exceptional communication and stakeholder engagement skills
  • Interest or experience in M&A, transactions, or sales advisory
  • A team mindset - joining a small, effective group


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