Job Description

Join our growing Valuations and Financial Modelling team in Melbourne as an experienced Senior Analyst or Manager, delivering valuation and financial due diligence services across a broad range of industries, engagement types and levels of complexity.

Your role, your contribution!   

• Manage and support valuation engagements end-to-end, from SMEs and high-growth private companies through to large listed entities, covering tax and accounting valuations, impairment testing, purchase price allocation, corporate restructuring, and independent expert reports.
• Prior experience in the valuation of intangible assets and/or options and derivatives is highly regarded but not essential.
• Manage and support financial due diligence engagements, supporting transactions across a range of deal sizes and sectors.
• Build and review financial models, including developing models from scratch using best-practice techniques and reviewing complex existing models using Excel and other review tools.
• Lead client relationships, engaging proactively to understand each client's business and value drivers, and identifying how Findex can best support their needs.
• Conduct research and analysis, including industry research and analysis of comparable companies and precedent transactions, to support valuation and modelling work.
• Write clear, well-structured valuation and financial modelling reports.
• Contribute to business development by preparing (Senior Analyst) or leading (Manager) proposals, engagement letters, and pitch documents, with exposure to M&A advisory, capital raisings, IPOs, and due diligence.
• Coach and review the work of junior team members, supporting their development while maintaining quality standards.
• Manage delivery, budgets, and compliance, meeting deadlines, achieving chargeable hours and fee targets, and keeping work papers and client files in line with Findex requirements.

The benefits of joining us! 

• Flexible working policies, including hybrid working and purchase additional annual leave
• Confidential Employee Assistance Programme
• Access to industry-leading learning and development designed to accelerate your development

What you will bring to the role:

• Tertiary qualifications in Commerce, Business, Law or Economics.
• At least 2 – 4 years’ experience (for Senior Analyst applicants) or 5+ years’ experience (for Manager applicants) as an Analyst, Senior Analyst or Manager in a corporate finance team in a large firm, investment bank or boutique advisory firm, primarily in the areas of Valuations and Financial Modelling. 
• Strong Excel skills and experience in reviewing and/or building financial (three-way) models. 
• Solid knowledge and hands-on experience writing reports.
• Strong technical knowledge of business and equity valuations.
• Demonstrated experience leading engagement teams and owning client relationships end-to-end for Manager applicants.
• Chartered Accountant or Chartered Financial Analyst qualifications highly regarded but not required.

Note: You must be a Permanent Resident or Australian Citizen to be considered for this role.

If this role sounds like a good fit - Apply now! 

Our Impact: Why Findex?   

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 90+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For the Community - 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 New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. 

For our Customers - Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional 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. 

For You - 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.  

For Diversity & Inclusion –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.