Senior Financial Analyst Position

2 days ago


Sydney, New South Wales, Australia beBeeAccountancy Full time $70,000 - $95,000
Financial Specialist Role

The role of a Financial Specialist is instrumental in the preparation and presentation of financial data for various stakeholders. Key responsibilities include:

  • Monthly Reporting: The creation and submission of detailed management reports encompassing budget analysis, investment properties summaries, and other relevant financial information.
  • Review and Analysis: A thorough examination of fund-level P&L statements, providing variance commentary to ensure accurate financial results.
  • Tax Compliance: Preparing monthly/quarterly BAS reports, annual income tax returns, and distribution tax calculations as required.
  • Process Improvement: Identifying areas for process enhancement, collaborating with teams on projects, and owning deliverables.

Additionally, this position requires:

  • A Bachelor's degree and Chartered Accountant/CPA qualification or close proximity to completion.
  • Intermediate proficiency in Microsoft Excel and strong record-keeping skills.
  • Effective communication, attention to detail, and high integrity.


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