Strategy and Corporate Development Associate

Hi. We're OFX, a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering global business accounts, payments to 180 countries in 30+ currencies and currency risk management solutions to simplify global payments. OFX further enhances business operations by providing corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, to help achieve better business solutions so accounting firms and businesses thrive.

Headquartered in Sydney, Australia, with offices globally, in the United States, Canada, United Kingdom, Ireland, New Zealand, Singapore and Hong Kong. OFX has been a trusted innovator in global money movement for over 25 years.

Purpose of your role

We are seeking a team player with an ownership mindset to join our Strategy & Corporate Development team. Reporting to the Head of Strategy & Corporate Development, the Strategy & Corporate Development Associate will work closely with the CFO and CEO, focused on the development of both business unit and group-level strategy, as well as the execution of global M&A activities.

What you do

M&A

The Strategy and Corporate Development Associate will support on all aspects of the deal process, including sourcing, qualification, financial modelling, due diligence, document negotiation and closing activities.

• Deal execution
  • Conduct key quantitative analysis and financial modelling including building 3 statement models, DCF valuations, synergies assessments and returns analysis.
  • Conduct / lead key qualitative analyses and due diligence (e.g., strategic, operational, risk and technology, etc.).
  • Prepare presentations for the Global Executive Team and the OFX Group Board in support of deal buy-in and approvals.
  • Lead and coordinate a cross-functional deal team within OFX, as well as third party advisors in support of deal execution.
  • Coordinate with external financiers to evaluate, structure and execute deal funding (debt and equity).
  • Support document negotiation and closing activities.
• Deal origination:
• • Assist with market research, sourcing and pipeline management
  • Assist with qualifying new ideas & companies for OFX

Strategy  

The role will support corporate and business unit strategy development:

• • Conduct quantitative and qualitative analysis of the market, competitors and industry trends to inform strategic decisions (including inorganic growth strategies). This includes understanding market trends, e.g. transactions, peer valuations and preparing reports on the market.
  • Run workstreams within strategy projects and be comfortable independently structuring, planning and running analysis.
  • Build financial models to evaluate strategic options and lead qualitative analysis and stakeholder engagement to develop and evaluate options.
  • Prepare presentations and materials for the Global Executive Team and the OFX Group Board.

What you bring

Knowledge, skills, experience

Required:

• • Strong analytical skills, with a fluency in performing rigorous financial, valuation and broad quantitative analyses and familiarity with accounting & key operational metrics.
  • Team player, pro-active and action oriented, who enjoys ownership and can manage multiple projects simultaneously.
  • Structured problem-solving and communication skills. Ability to synthesize large amounts of information, identify issues, and develop solutions proactively.
  • Strategic thinker with desire to continuously learn / develop.
  • Desire to work in deals globally across a spectrum of small to large deals.
  • Strong stakeholder engagement skills, including with executives.

Preferred but not required:

• • End-to-end execution and management of deals.
  • Experience with financial services and / or technology.

Qualifications

• 3-5 years in transactional roles including but not limited to Investment Banking (incl. bulge bracket, boutiques, Big 4 advisory) and/or Corporate Development and/or top-tier strategy consulting with experience in commercial due diligence.
• Undergraduate or graduate degree.

What it's like working at OFX

We’re OFXers because we want to make a difference. We see challenges as opportunities and we’re not afraid to roll up our sleeves to get stuff done. We’re committed to making things easier for our clients, pushing boundaries and continuing to move with the times so that we can continue to inspire confidence every day and through every transaction.

We operate as one team, cross-functionally and globally, to drive outcomes that deliver excellence for our customers. We're curious self-starters who love learning and sharing our knowledge with others. We embrace change and use our initiative and resilience to overcome challenges.

• Always keep learning. We offer a wide range of learning and career development opportunities to help every OFXer build their capacity and career, with leadership training, secondments, internal mobility and access to a large library of online learning.
• Make a difference. Through our Make a Difference program, we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day, which OFXers can use together or individually, as well as matched giving and the opportunity to nominate charity of choice every quarter.
• Reward and recognition. We recognise a job well done. OFXers are encouraged to celebrate their peers’ effort, technical expertise or support through a range of global and regional channels and awards, including quarterly and annual awards, milestones and shout outs.
• Showing our social side. Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether it’s a wellbeing activity, end of year celebration, or a monthly team get-together, our team wants you to feel welcome!
• Benefits that mean something. We offer a range of fantastic benefits, including primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave, you'll feel well-supported at OFX.
• A great work environment. Enjoy work-life balance and flexibility with our hybrid work model, in an inclusive, diverse and non-hierarchal culture.

#Li-Hybrid

At OFX, we are committed to fostering a diverse, inclusive and accessible workplace where we value, respect, and encourage our people to be their authentic selves. With an employee base as diverse as the clients we serve, we know that fostering an inclusive workplace is fundamental to our continued success. If you require accommodation for any portion of the recruitment and hiring process, please email us at [email protected].

We encourage you to apply if this role aligns with your career aspirations.