Senior Financial Professional

2 days ago


Albury, Australia Findex Full time
About Findex

Findex is a leading provider of business advisory services. We are passionate about what we do and how we do it.

We value teamwork, high trust environment, and celebrate success. Our team is close-knit, supportive, and collaborative. You will work alongside industry-leading professionals and have access to industry-leading learning and development designed to accelerate your career.

Role Overview

This role provides an opportunity to work on a diverse mix of clients within a fun and motivated team. As a Senior Financial Professional, you will manage and develop a portfolio of clients across a broad range of industries.

Key Responsibilities
  1. Client Management: Manage and develop a portfolio of clients ensuring jobs are completed effectively by meeting technical standards and deadlines, within budget.
  2. Technical Skills: Utilize strong technical skills including working knowledge of income tax, company tax, CGT, FBT, trusts, Division 7A, management accounting, and reporting requirements.
  3. Business Advice and Reporting: Assist in preparing business advice and/or producing complex special purpose reports, annual financial statements, tax effect accounting, tax returns, and reconciliations for companies, partnerships, trusts, and businesses.
  4. Business Advisory Projects: Work on business advisory projects such as budgets and cash flows, KPI dashboards, management reporting, virtual CFO offering, developing business plans, cloud accounting advisory, etc.
  5. Cloud Accounting: Hands-on assistance with Cloud packages including MYOB, Xero, QBO, setting up ledgers, assisting with add-ons, and general troubleshooting to ensure that data is clean and meaningful.
  6. Engagement Supervision: Complete and supervise an engagement involving multiple entities and various structures from beginning to end.
Requirements
  • Proven Accounting Experience: Proven accounting experience within Public Practice or an established commercial organisation.
  • Qualifications: CA or CPA qualification or working towards this (desirable).
  • Skills: Strong Excel skills and practical experience with cloud accounting products (i.e. Xero, MYOB).
  • Personality Traits: Genuine desire to be an enthusiastic and active contributor to our growing team. Strong attention to detail and ability to prioritise your workload. Fantastic people skills, an outgoing personality, and a passion for accounting and business advisory services.
What We Offer
  • Close-Knit Team: Close-knit, supportive, and collaborative team.
  • Mentorship and Learning: Work alongside and be mentored by industry-leading professionals, with access to industry-leading learning and development designed to accelerate your career.
  • Social Calendar: Supportive team with active social calendar and connection days.

Salary: $80,000 - $120,000 per annum, depending on experience.



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