Job Description
• Lead the development, review and delivery of complex financial models
n • Build and maintain models supporting transactions, forecasting, budgeting, valuations, business planning and investment decisions
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n • Act as a trusted advisor, providing commercial insights and practical solutions
n • Liaise with banks, lawyers, brokers and other professional advisors throughout engagements
n • Manage multiple projects simultaneously, ensuring deadlines and client expectations are met
n • Coordinate resources and project deliverables across engagement teams
n • Present findings and recommendations to clients and stakeholders
n • Coach, mentor and develop junior team members
n • Support business development activities, proposals and client presentations
n • Assist in identifying opportunities for growth within existing and prospective client relationships
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Requirements
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Business or Commerce degree with an Accounting major
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CA qualification (or equivalent)
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Minimum 5+ years' experience in financial modelling within Professional Services or a commercial environment
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Advanced financial modelling skills and technical proficiency across Excel, Macros, VBA, BI and data visualisation tools
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Strong analytical and problem-solving capabilities
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Excellent communication, stakeholder management and report writing skills
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Demonstrated experience managing client engagements and project deliverables
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Strong ethical standards and professional judgement
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Ability to work independently and collaboratively within a team environment
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Experience working with banks, lawyers, brokers and other professional advisors
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Core Competencies
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Demonstrates advanced financial modelling skills and technical proficiency in Excel, Macros, VBA, and data visualization tools, while effectively managing client engagements and delivering high-quality, compliant financial models. Robust communication and stakeholder management abilities are essential for presenting insights and recommendations to clients.
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Highest-signal resume keywords
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Advanced Financial Modelling Skills
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Excel Proficiency
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CA Qualification
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Client Engagement Management
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Stakeholder Management
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ATS Optimization Keywords
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Hard Skills
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Financial Modelling
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Forecasting
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Budgeting
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Valuations
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Business Planning
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Investment Decisions
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Data Visualization
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Macros
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VBA
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Soft Skills
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Analytical Skills
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Problem-Solving
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Communication
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Coaching
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Mentoring
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Certifications & Qualifications
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CA Qualification
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Industry Keywords
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Qualified Services
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Client Relationships
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Stakeholder Engagement
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Compliance
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Ethical Standards
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Tools & Technologies
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Excel
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BI Tools
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Data Visualization Tools
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📌 Manager/Senior Manager - Corporate Finance, Financial Modelling (Victoria)
🏢 Jobtailor
📍 Victoria