Business Advisory Manager

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office or Remote
Expert/Leader
Fintech • Software • Financial Services
The Role
Manage a portfolio of SME clients and review complex financial statements, tax returns, reports, and reconciliations. Prepare cash-flow forecasts and monthly management reports, provide strategic business and commercial advice, coordinate workflows with Partners and support managers, and ensure timely, accurate service delivery. The role also involves mentoring junior accountants and maintaining strong client and stakeholder relationships.
Summary Generated by Built In

Are you an experienced Business Services Manager or Senior Manager in public practice ready for a new challenge? Join our Townsville team and enjoy exposure to varied and complex portfolios, supporting SME businesses with all things accounting.
 
You’ll manage a client portfolio, guiding accountants to deliver exceptional accounting and advisory services. As a senior team member, you’ll work closely with Partners in Business Advisory and our Workflow Manager to ensure smooth project distribution across the team.
 

Your role, your contribution! 

  • Review complex special purpose reports, annual financial statements, tax returns and reconciliations for companies, partnerships, trusts and a range of individual businesses.
  • Prepare cash flows and monthly management reports for clients.
  • Provide strategic business advice for clients and get involved with commercial advisory projects with experienced partners.
  • Work closely with Adviser Support Managers and Partners to ensure work is completed accurately and in a timely manner.
  • Mentor and coach junior team members.
     

The benefits of joining us!

  • Dynamic working environment – flexibility to work in the office and from home.
  • Clear career development pathway and ongoing training/support.
  • Time Off In Lieu (TOIL) and purchased annual leave incentives
  • Client referral programmes – earn an incentive for introducing new clients  

What you will bring to the role

  • Public practice experience and ability to lead & support others.
  • Achieved CA or CPA qualification.
  • Strong commercial acumen with sound technical accounting and analytical skills.
  • Ability to develop positive relationships with key stakeholders and clients.
  • Strong cloud accounting product knowledge (i.e. Xero, MYOB, Excel).
  • Fantastic people skills, an outgoing personality, and a passion for accounting and business advisory services.

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 100+ 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 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 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 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. 

Skills Required

  • Public practice accounting experience
  • Ability to lead and support team members
  • CA or CPA qualification
  • Strong commercial acumen
  • Strong technical accounting and analytical skills
  • Ability to develop positive relationships with stakeholders and clients
  • Strong knowledge of cloud accounting products, including Xero, MYOB, and Excel
  • Strong interpersonal skills and an outgoing personality
  • Passion for accounting and business advisory services
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The Company
HQ: Melbourne, Victoria
2,022 Employees

What We Do

We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.

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