From growing companies to listed entities, you’ll determine what a business is worth and the story behind that value.
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.
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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
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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.
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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.
