Financial Accountant (Finance Analyst)

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

• Hybrid office/work-from-home environment

• Develop your financial accounting career with Perpetual Wealth Management

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust. 

Perpetual Wealth Management

The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

About the role

The Financial Accountant is responsible for supporting the delivery of accurate and timely financial accounting, reporting & control activities across the business. This role is suited to a technically strong accounting professional who enjoys understanding and improving processes, supporting business change, and ensuring accurate and well-controlled financial outcomes. The role works closely with business stakeholders to ensure financial data integrity and compliance with accounting standards, while also supporting the ongoing evolution of finance systems and process.

Role responsibilities include:

Financial Accounting & Reporting

• 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.

Process Improvement, Controls & Projects

• 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. 

Stakeholder Support

• 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. 

About you

• Degree in Accounting, Finance or other related discipline.

• CA/CPA qualified, part-qualified, or a desire to attain to qualification would be preferred.

• Around 2 - 4 years’ experience in a similar role, ideally in a financial services environment, however 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 as well as proficiency in MS Excel and Office.

• Strong communication and stakeholder management skills, with a collaborative and team-oriented approach to working with colleagues and stakeholders.

• Excellent attention to detail, commitment to accuracy and the ability to operate independently and manage time and priorities.

• Strong problem solving and analytical skills as well as a continuous improvement mindset.

How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year

• An annual allowance to empower you to prioritise your personal wellbeing

• Study support and commitment to supporting professional development

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

• A growing number of employee-led networks who work to raise awareness and drive continued change

• We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.