Assistant Accountant

JANA Investment Advisers; Sydney; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible work options

Health and wellbeing seminars and活动

Monthly reward and recognition program

Employee Assistance Program

Job summary

JANA Investment Advisers is seeking an Assistant Accountant for a full-time fixed-term contract in our Sydney office. You will work with the Head of Finance and a small team to support day-to-day financial operations for a leading investment advisory firm with a blue-chip client base.

The role requires 2+ years in a similar accounting position, strong Excel skills, and hands-on experience with Xero. Prior experience with Power BI is advantageous but not essential.

Qualifications

• 2+ years of experience in a similar accounting role.
• Hands-on experience with Xero accounting software.
• Advanced Microsoft Excel and strong MS Office skills.
• Strong General Ledger posting, account reconciliations and audit working papers.
• Structured weekly and monthly accounting cycles with attention to detail.
• Clear communication and client-focused teamwork.

Responsibilities

• Day-to-day support of revenue, expense and payroll processing.
• Administer monthly General Ledger close, including postings and reconciliations.
• Oversee interfaces between banking, ADP, ExpenseMe and the General Ledger (Xero).
• Post and reconcile client revenue and receivables.
• Prepare monthly General Ledger reconciliations and supporting working papers.
• Provide ad hoc support for finance team tasks.

Skills

Communication

Teamwork

Attention to detail

Education

Accounting degree

Tools

Xero

ADP

ExpenseMe

Power BI

Job description

About JANA

We are here for one reason: People. Together with our clients, we can change the lives of millions of Australians for the better.

JANA is a leading investment consulting firm with offices in Melbourne & Sydney. We provide investment advisory consulting and portfolio solutions to wholesale and institutional clients, including superannuation funds, charities, advisory groups, insurers and foundations. JANA Wealth partner with leading advisory firms, private wealth managers, and family offices to deliver institutional‑grade investment advice and portfolio solutions. We foster close relationships with each client to understand their needs and identify unique investment opportunities for their benefit.

Your new role

The Assistant Accountant is a full‑time, fixed‑term contract role (anticipated to run from ASAP until 31 March 2027) to cover a period of peak workload. You will join JANA’s Finance team, working closely with the Head of Finance and a team of three, to support the day‑to‑day financial operations of an industry‑leading consulting firm with a blue‑chip client base. This role is located in our Sydney office and reports to the Head of Finance.

Some Of Your Responsibilities Will Include

• Day‑to‑day support of revenue, expense and payroll processing
• Administering the monthly General Ledger close process, including system interfaces, postings and account reconciliations
• Operating the processing of interfaces between banking systems, the payroll system (ADP), the expense management system (ExpenseMe) and the General Ledger (Xero), including identification and resolution of issues
• Posting and reconciling client revenue and receivables
• Preparing monthly General Ledger account reconciliations and supporting working papers / files
• Providing ad hoc support for finance team tasks as required

About You

Equally challenging and rewarding, this opportunity is perfect for someone with:

• 2+ years’ experience in a similar level accounting role
• Hands‑on experience with Xero accounting software
• Advanced Microsoft Excel skills, and sound knowledge of other Microsoft Office products (e.g. Word and PowerPoint)
• Strong General Ledger and Subsidiary Ledger posting, account reconciliation and audit working paper skills
• A strong eye for detail and pride in your work, with enjoyment of a structured weekly and monthly cycle
• Clear communication and strong teamwork skills, with a client‑focused approach to quality and timely delivery
• A relevant accounting qualification (degree) – desirable
• Prior experience with Power BI – an advantage, but not necessary

Benefits

At JANA, we offer rewarding careers for outstanding professionals where you will receive recognition based on your performance. Further to this, JANA also provides the following benefits for its people:

• Flexible work options
• Regular health and wellbeing seminars and activities as part of our Health and Wellbeing program
• Monthly reward and recognition program
• Employee Assistance Program and flu vaccines

Applications will only be considered from candidates with the appropriate working rights in Australia.

Successful applicants will be required to complete a Criminal & Bankruptcy check before commencement of employment.

At JANA, we are committed to a diverse and inclusive workplace. JANA is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, disability, age, or other legally protected attributes.

Don’t meet every single requirement but excited about this role? Studies have shown that women and people of colour are less likely to apply for jobs unless they meet all the criteria. Here at JANA, we’re passionate about creating a diverse and inclusive team, one where people can be their authentic selves. We believe diversity of thought, experience and background strengthens our long‑term excellence, ultimately ensuring prosperity for the millions of people we represent. So we encourage you to apply even if you don’t meet all the criteria. You just might be a great fit for another role if not this one!

Acknowledgement Of Country

In the spirit of reconciliation, JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present, and emerging. We celebrate the stories, culture, and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.