
Senior Financial Planning Professional
7 days ago
We are seeking a highly skilled Senior Accountant to join our corporate advisory team. As a senior accountant, you will be responsible for overseeing a team of juniors and providing strategic financial planning and advisory services.
Main Responsibilities:- Manage a team of accountants, providing guidance and direction.
- Offer CFO Advisory services including strategic planning, commercial decision-making, and regulatory compliance.
- Deliver support across Mergers and Acquisitions, capital raising, debt financing, and financial management.
- Oversee tasks such as cash flow forecasting, budgeting, management accounting, and succession planning.
- A Certified Practising Accountant (CPA) qualification or near completion.
- At least 3-4 years of experience in public practice, preferably within the field of finance.
- Australian or New Zealand permanent residency.
- Excellent communication skills and proficiency in technology.
We are a specialist accounting and corporate advisory firm based in Sydney CBD, offering a family-oriented culture with opportunities for career progression.
-
Financial Planning Assistant
7 days ago
Sydney, New South Wales, Australia Insignia Financial Full time**The opportunity**As a Financial Planning Assistant with Shadforth, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing...
-
Senior Financial Planning Professional
1 week ago
Sydney, New South Wales, Australia beBeeManager Full time $170,000 - $250,000**Job Description:**We are seeking a seasoned professional to fill the role of Manager in our organization. In this position, you will be responsible for delivering financial planning and analysis, performance reporting, and providing meaningful insights on financial performance.This is a permanent full-time opportunity with a hybrid working model, allowing...
-
Financial Planning Associate
2 weeks ago
Sydney, New South Wales, Australia Falcon Financial Advisers Pty Ltd Full time $90,000 - $120,000 per yearCompany Overview:Falcon Financial is a rapidly growing financial advice business, closely aligned with a highly reputable accounting group, servicing clients across the Northern Beaches of Sydney, Newcastle, and Southeast Queensland. Through a tried and tested business model, we truly believe the best path to success is by nurturing and developing people to...
-
Senior Financial Planning Manager
1 week ago
Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $130,000Job Title: Senior Financial Planning Manager">This role is a great opportunity for an experienced financial planning professional to join our team. The job involves working closely with the finance team to develop and implement financial strategies that drive business growth.">As a senior financial planning manager, you will be responsible for analyzing...
-
Senior Financial Planning Professional
1 week ago
Sydney, New South Wales, Australia beBeeFinancial Full time $80,000 - $120,000Financial Planning RoleWe are seeking a highly motivated and skilled Financial Services Specialist to fill this key position.This role offers an opportunity to advance your career in the financial services industry by providing excellent client service, working closely with clients, and developing comprehensive financial plans.Responsibilities:Work...
-
Financial Planning Assistant
2 weeks ago
Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full timeOverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...
-
Financial Planning Assistant
2 weeks ago
Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full timeOverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...
-
Financial Planning Assistant
2 weeks ago
Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full timeOverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures.We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...
-
Expert Financial Planning Professional
7 days ago
Sydney, New South Wales, Australia beBeeFinancialPlanning Full time $180,000 - $250,000Job Summary">We are seeking an experienced Financial Planning and Analysis (FP&A) professional to join our team. As a Senior FP&A Expert, you will play a key role in driving business growth and improving financial performance.">Key Responsibilities:">
-
Senior Financial Planning Strategist
1 week ago
Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $240,000Strategic Financial Planning LeadThe Strategic Financial Planning Lead plays a pivotal role in driving business growth and profitability. This senior leadership position is responsible for leading a high-performing team to deliver strategic financial planning, analysis, and reporting across various markets.Main ResponsibilitiesStrategic Focus: Develop and...