Financial Accountant (Finance Analyst) at Perpetual Limited | Sydney, New South Wales, AU | Rezi

Financial Accountant (Finance Analyst) at Perpetual Limited

Financial Accountant (Finance Analyst)

Perpetual Limited · Sydney, New South Wales, AU

3 days ago

Financial Accountant (Finance Analyst)

Perpetual Limited · Sydney, New South Wales, AU

4 days ago
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About the Role

The Financial Accountant supports the delivery of accurate and timely financial accounting, reporting, and control activities. This role is ideal for a technically proficient accounting professional who enjoys process improvement, supporting business change, and ensuring accurate financial outcomes. The position involves close collaboration with business stakeholders to maintain financial data integrity and compliance with accounting standards, while also contributing to the evolution of finance systems and processes.

Responsibilities

  • Prepare month-end accounting entries, including accruals, prepayments, amortisation, and reclassification journals.
  • Manage revenue, cash, debtor, and investment accounting activities, ensuring transactions are accurately recorded and reconciled.
  • Assist in the preparation of monthly, quarterly, and annual financial reports and statutory reporting requirements.
  • Prepare balance sheet reconciliations and investigate and resolve reconciling items.
  • Provide support for the annual statutory audit and respond to audit queries and supporting information requests.
  • Identify and support improvements to financial processes, controls, reporting, and data quality, including assisting with process documentation.
  • Participate in finance transformation, system implementation, and business change initiatives.
  • Support project accounting, project reporting, and finance-related project activities as required.
  • Build effective working relationships across the business, including finance operational teams, to support finance objectives and business outcomes.
  • Respond to ad hoc accounting, reporting, analysis, and operational queries.

Requirements

  • Degree in Accounting, Finance or other related discipline.
  • CA/CPA qualified, part-qualified, or a desire to attain qualification preferred.
  • Around 2 - 4 years’ experience in a similar role, ideally in a financial services environment; other industry experience will be considered.
  • This role may suit someone looking to use their audit experience in a more hands-on financial accounting role.
  • Strong technical accounting knowledge and experience applying accounting standards in a practical business environment.
  • Experience with Workday, TechOne, TM1 or other similar finance systems.
  • Proficiency in MS Excel and Office.
  • Strong communication and stakeholder management skills.
  • Collaborative and team-oriented approach to working with colleagues and stakeholders.
  • Excellent attention to detail and commitment to accuracy.
  • Ability to operate independently and manage time and priorities.
  • Strong problem-solving and analytical skills.
  • Continuous improvement mindset.

Skills

  • Financial Accounting
  • Reporting
  • Control Activities
  • Process Improvement
  • Process Documentation
  • Finance Transformation
  • System Implementation
  • Project Accounting
  • Stakeholder Management
  • MS Excel
  • MS Office
  • Workday
  • TechOne
  • TM1

Location

  • Sydney, Australia
  • Work from anywhere in Australia

Work Type

  • Hybrid office/work-from-home environment
  • Full-time

Experience Level

  • 2-4 years experience
  • Audit experience

Education Level

  • Degree in Accounting, Finance or other related discipline
  • CA/CPA qualified or part-qualified

Benefits

  • Up to 6 weeks of leave
  • Work from anywhere in Australia for up to one month each year
  • Annual allowance for personal wellbeing
  • Study support
  • Commitment to supporting professional development

About the Company

  • Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia.
  • Consists of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
  • Perpetual Wealth Management includes Perpetual Private, Fordham, Jacaranda financial planning and Priority Life.
  • Offers a unique mix of wealth management, advice and trustee services.
  • Capabilities include strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy.
  • Clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

Equal Opportunity

  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
  • Growing number of employee-led networks who work to raise awareness and drive continued change.
  • Support over 50 First Nations Communities, helping to secure the communities' future.
  • Encourage applications from Aboriginal and Torres Strait Islander People.
  • Committed to creating an inclusive workplace where diversity is celebrated.
  • Aim to provide an environment where you can thrive, no matter your background or circumstances.