Job Description

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.

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

Your role, your contribution!

• Provide strategic advice through the M&A, or capital raising lifecycle including scoping, market readiness, execution, managing offers and settlement.
• Proactively communicate and build strong relationships with clients, developing a detailed understanding of their business to determine how Findex can meet their needs.
• Proficiency in the concepts of valuation and value drivers.
• Support business development activities by preparing Proposals and Pitch Documents.
• Review and support the preparation of three-way financial models and marketing materials.
• Support transaction negotiations and legal documentation review.
• Oversee the completion and settlement process, including adjustment mechanisms.
• Manage, coordinate and delegate client work to team members with an appropriate level of capability to ensure team targets are met.
• Contribute to the development of junior team members.
• Effectively manage multiple projects, their timelines and associated deliverables.

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:

• Experience in Corporate Finance and advisory, primarily in the areas of M&A and Capital Markets.
• Experienced in producing PowerPoint pitch books, presentations and other proposal documents.
• Three-way financial modelling and forecasting experience.
• Strong analytical and critical evaluation skills.
• Demonstrated experience leading a team.
• Attention to detail and commercially insightful.

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 champions 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.