Teams at Findex

Provide strategic financial planning and investment advice to an established client portfolio. Build and maintain client relationships, assess evolving financial needs, identify new business opportunities, achieve growth and revenue targets, and deliver tailored advice and client outcomes across the region.

Provides professional front-of-house reception and office coordination in a corporate environment. Responsibilities include welcoming visitors, managing calls and enquiries, coordinating meeting rooms and events, handling supplies, mail, couriers, facilities, suppliers, stationery, and administrative support. The role also includes maintaining client information, coordinating training and systems, and completing local deliveries and pickups.

Conduct external audits for diverse clients, ensuring accurate and timely completion of audit activities. Prepare business reports and management letters, contribute to audit strategy and scheduling, coordinate engagement teams, and build strong client relationships. The role requires knowledge of Australian auditing and accounting standards, CA or CPA qualifications or progress toward them, strong prioritization and leadership skills, and experience with CaseWare Working Papers and financial statements.