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 ResponsibilitiesBusiness 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 with EPMO.
• 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:

• 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 [email protected]

www.charterhouse.com.au