Job Description

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Backed by a high-performing team,join our Mergers & Acquisitions team as a Senior Manager / Associate Director, where you'll provide strategic advice, build meaningful client relationships, and support clients across a range of industries and complexities at various stages of their financial lifecycle.

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We are open to candidates based in Melbourne (preference) or Sydney.

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nYour role, your contribution! n
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- Provide strategic advice through the M&A;, or capital raising lifecycle including scoping, market readiness, execution, managing offers and settlement.
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- Proactively communicate and build strong relationships with clients, developing a detailed understanding of their business to determine how Findex can meet their needs.
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- Proficiency in the concepts of valuation and value drivers.
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- Support business development activities by preparing Proposals and Pitch Documents.
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- Review and support the preparation of three-way financial models and marketing materials.
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- Support transaction negotiations and legal documentation review.
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- Oversee the completion and settlement process, including adjustment mechanisms.
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- Manage, coordinate and delegate client work to team members with an appropriate level of capability to ensure team targets are met.
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- Contribute to the development of junior team members.
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- Effectively manage multiple projects, their timelines and associated deliverables.
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nThe benefits of joining us! n
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- Flexible working policies, including hybrid working and purchase additional annual leave.
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- Confidential Employee Assistance Programme.
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- Access to industry-leading learning and development designed to accelerate your development.
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nWhat you will bring to the role: n
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- Experience in Corporate Finance and advisory, primarily in the areas of M&A; and Capital Markets.
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- Experienced in producing PowerPoint pitch books, presentations and other proposal documents.




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- Three-way financial modelling and forecasting experience.
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- Strong analytical and critical evaluation skills.
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- Demonstrated experience leading a team.
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- Attention to detail and commercially insightful.
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nOur Impact: Why Findex? n
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At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987,we’vebecome a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across90+ offices, we combine localexpertisewith global reach and remain committed to supporting clients and communities in creating long-term financial security.

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nFor the Community - n
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The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and Recent Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

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nFor our Customers - n
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Together, Findex champions the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier qualified services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference.

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nFor You - n
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At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.

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nFor Diversity & Inclusion – n
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Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds, and experiences.

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📌 Senior Manager - Mergers & Acquisitions (Melbourne)
🏢 Findex
📍 Melbourne