FINANCIAL ANALYST (General Accountant)

Capital Haus; Sydney; On-site; AUD 72,000 - 88,000; Full time

Job summary

Capital Haus, a Sydney-based wealth management firm, seeks a Financial Analyst to support advisers and internal teams.

You will prepare analyses, manage portfolio reporting, and compile compliant financial documentation for internal and client use. The role involves financial statements, budgeting, forecasting, and modelling, with data accuracy and institutional liaison as key duties.

Qualifications

• Bachelor or higher degree in accounting or finance.
• 1–3 years of experience in financial analysis or related finance role.
• Strong knowledge of regulatory and compliance requirements in the financial sector.
• Understanding of financial concepts, securities analysis, and investment structures.
• Experience with financial reporting, budgeting, forecasting, and financial modelling.
• Ability to analyze large data sets to identify trends and opportunities.
• Proficiency in accounting/planning software (Praemium, Openmarkets, Xplan, Complii, MYOB, Xero).
• Advanced Excel skills: modelling, pivots, VLOOKUP, data analysis.

Responsibilities

• Support financial advisers with analyses, portfolio reporting, and structured documentation.
• Prepare and maintain financial statements, management reports, and summaries for internal purposes.
• Assist with compliance reporting, regulatory documentation, and audit-ready records.
• Maintain client reporting platforms, ensuring data accuracy and compliance.
• Coordinate with institutions, fund managers, custodians, and brokers on investment arrangements.
• Contribute to internal control processes and advise on financial strategies and risk management.
• Develop financial models to support strategic decision-making.

Skills

Financial analysis

Accounting

Regulatory compliance

Financial modelling

Budgeting & forecasting

Excel advanced

Data analysis

Communication skills

Teamwork

Independent work

Financial reporting

Education

Bachelor's degree in accounting or finance

Tools

Praemium

Openmarkets

Xplan

Complii

MYOB

Xero

Microsoft Excel

Job description

At Capital Haus, we provide bespoke investment solutions for high-net-worth individuals, family offices, endowments, institutions and foundations.

As a specialist wealth management and financial services firm, we pride ourselves on delivering top-tier asset management.

Our approach is to collaborate with our clients to build, manage, and protect their wealth through a comprehensive range of personalised financial services. We foster a deep understanding of our clients’ needs and provide innovative, tailored solutions that help them achieve their financial goals.

We are now seeking a Financial Analyst to join the team in our Sydney office.

Supporting both the professional and internal accounting teams, the Financial Analyst will support informed commercial and investment decisions and will undertake the following tasks:

Support financial advisers by preparing financial analyses, portfolio reporting, and structured financial documentation

Prepare and maintain financial statements, management reports, and financial summaries for internal accounting and advisory purposes

Support compliance reporting, regulatory documentation and audit-ready record keeping

Maintain and update accounting information systems and client reporting platforms ensuring data accuracy, integrity, and compliance readiness

Liaise with financial institutions, fund managers, registries, custodians, and brokers in relation to investment and funds management arrangements

Support compliance documentation, regulatory reporting, onboarding, and change-of-adviser processes through accurate financial record maintenance

Assist with internal control processes to safeguard financial data integrity and provide advice on financial strategies and risk management

Develop financial models to support strategic decision-making.

The successful candidate will have:

Bachelor or higher degree in accounting or finance

Minimum 1–3 years of experience in financial analysis, accounting, or a related finance analysis role

Strong working knowledge of regulatory and compliance requirements in the financial sector

Strong understanding of financial concepts, securities analysis, and investment structures

Experience with financial reporting, budgeting, forecasting, and financial modelling

Ability to assess large volumes of financial data to identify trends and opportunities

Proficiency in accounting and financial planning software (e.g. Praemium, Openmarkets, Xplan, Complii, MYOB, Xero, or similar platforms)

Advanced skills in Microsoft Excel, including financial modelling, pivot tables, VLOOKUP, and data analysis

Excellent written and verbal communication skills, with the ability to prepare reports and present financial information to advisers, clients, and management

Ability to work independently and collaboratively within a fast-paced financial services environment

Strong attention to detail

Comfortable speaking on camera and filming engaging content for our social media platforms.

For this full-time role we are offering a base salary of $80 000 + superannuation.