Job Description
Manager - Advisory & Strategy
- 12 month fixed term contract (review to turn permanent)
- Flexible remote working across Sydney
- Business partnering and M&A
Join a leading provider of financial services, delivering tailored solutions in wealth management, accounting, and business advisory. With a strong presence across regional and metropolitan areas, they focus on innovation, technology, and data-driven insights. They offer outstanding work flexibility, with a standout CBD office in Sydney close to public transport, bars and restaurants.
Key Responsibilities
Business Partnering:
- Oversee monthly reporting, budgeting, and forecasting for Focus 3 initiatives.
- Act as finance lead for M&A due diligence, integration, and pipeline forecasting.
- Ensure accuracy of M&A dashboard and acquisition financials.
- Support new Group POC and Capex initiatives
- Bridge Go-to-Market (GTM) and divisional financial performance, identifying risks/opportunities.
- Provide data-driven insights for strategic decision-making.
- Develop and maintain Cost to Serve/Grow models.
- Manage financial risks and opportunities.
Planning & Analysis:
- Consolidate financial data for Group reporting (Focus 3, M&A, GTM, Capex).
- Support budgeting, planning, and forecasting for GTM and M&A.
- Analyze pipeline and sales metrics to enhance performance.
- Play a key role in strategic planning for M&A and GTM.
Reporting & Communication:
- Deliver high-quality reporting, insights, and scenario analysis.
- Utilize visualization tools (e.g., Power BI) for financial storytelling.
- Present analysis in clear, actionable formats.
- Partner with stakeholders to enhance financial understanding.
- Support M&A integration and post-acquisition reporting.
Required Skills & Qualifications
Skills:
- Strong commercial acumen and stakeholder management.
- Performance-driven with continuous improvement mindset.
- Effective communicator with excellent problem-solving abilities.
- Detail-oriented, agile, and collaborative.
Qualifications & Experience:
- Bachelor’s in Accounting/Business; CPA or CA (completed or in progress).
- 5+ years in finance (corporate or professional services).
- Expertise in financial modeling, reporting, and business case writing.
- Experience with Power BI and project management frameworks preferred.
Key Attributes:
- Strong engagement and leadership skills.
- Strategic thinker with advanced financial knowledge.
- Highly organized, adaptable, and results-focused.
Please hit the APPLY button to submit your application, or email charlieluckett@charterhouse.com.au