Senior Financial Services Professional

Business Development PositionThis position is focused on promoting our financial services to Registered Investment Advisors. You will be responsible for representing us in sales efforts, obtaining new clients, and growing existing client revenue.You will work with partners and internal employees on sales efforts, developing territory sales plans, and...

Job OverviewWe are seeking a highly skilled accounting professional to join our team in the United States. This senior accountant role is ideal for an individual with technical expertise, leadership potential and a passion for solving complex challenges in the technology space.Key Responsibilities:Provide strategic financial guidance to clientsLead...

Job DescriptionThis is a mid-senior level financial role that requires the candidate to maintain accurate financial records, manage general ledgers and perform bank reconciliations. The ideal candidate will have excellent communication skills and be able to thrive in a deadline-driven environment.The successful candidate will be responsible for creating...

Strategic Financial ProfessionalOur dedicated client seeks an experienced Strategic Financial Professional to manage financial operations and compliance.Key Responsibilities:Ensure timely settlement of liabilities, monitor accounts receivable, and follow up on payments.Investigate transactions, oversee cash flow and liabilities, and provide transaction data...

SMSF Accountant RoleWe are seeking a highly skilled SMSF Accountant to join our organization. The ideal candidate will have at least 2+ years of experience working on Australian Self-Managed Superannuation Funds (SMSFs) with strong attention to detail and excellent communication skills. Main Responsibilities:Process and manage SMSF accounting and compliance...

Job OpportunityWe are seeking a skilled finance professional to join our client's team on a project basis. As a key member of the team, you will be responsible for managing day-to-day transactional finance processes.Manage financial data and accurately process supplier invoices, credit cards, and employee expenses.Raise purchase orders upon request and...

Senior Financial Planning ProfessionalA challenging opportunity has arisen for a Senior Financial Planning Specialist to take on the role of monitoring client investment portfolios, preparing recommendations for advisors, and creating quarterly/annual client performance reports.About the RoleWe are seeking a qualified professional with expertise in financial...

Job OpportunityWe are seeking a highly skilled and dedicated professional to join our team as a Senior Customer Advocate.The successful candidate will be responsible for interacting with customers to address inquiries and resolve complaints regarding products and services. They will collaborate with internal and external teams to handle customer needs,...

We are currently seeking a highly skilled accounting professional to assume a senior leadership role in our organization.This position offers an exceptional opportunity for a detail-oriented and results-driven Senior CPA to lead complex accounting functions, oversee financial reporting and compliance, and provide strategic insights that drive informed...

Job OverviewWe are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team. The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.The role...