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Accounting

Consulting & Strategy

Finance Manager - Advisory & Strategy

Job details

Location: Sydney
Salary: $150000 - $170000 per annum
Job Type: Contract
Discipline:
Reference: V-123837
Posted: 3 days ago

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.
  • 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 (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:

  • 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

www.charterhouse.com.au