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
n • Prepare explicit and concise model documentation and reporting
n • Ensure quality, accuracy and compliance with modelling best practices
n • Develop and maintain strong relationships with clients and key stakeholders
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. Strong 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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- Professional 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