Senior Analyst/Senior Associate - Transaction Services (Corporate Finance)

BPT The Birdanco Practice Trust; Melbourne; On-site; AUD 110,000 - 165,000; Full time

Job summary

RSM Australia is seeking a Senior Analyst / Senior Associate in Melbourne to deliver financial due diligence and transaction services for mergers, acquisitions, and capital markets.

You will work with managers, directors and partners on buy-side and sell-side engagements, develop junior team members, and progressively take on project leadership responsibilities.

Qualifications

• Essential degree in Business, Commerce or Accounting.
• Professional qualification CA/ACA/CPA or equivalent.
• CA/CPA qualifications highly regarded.

Responsibilities

• Execute buy-side and sell-side due diligence with planning, analysis, and reporting.
• Support IPOs and capital market due diligence as Investigating Accountant.
• Analyze financials to identify key drivers, risks and opportunities.
• Review forecasts, budgets and models for performance and outlook.
• Prepare concise reports and presentations for clients and stakeholders.
• Understand transaction structures and strategic considerations.
• Build strong relationships with clients, advisers and investors.
• Mentor and develop junior team members; assist project management.

Skills

Financial analysis

Analytical problem solving

Stakeholder management

Interpersonal skills

Team collaboration

Deadline-driven

Communication skills

Attention to detail

Education

Accounting degree

CA/ACA/CPA qualification

Tools

Microsoft Excel

Job description

OUR VALUE PROPOSITION

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change. Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone. Who we are: RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.

About the role:

As a Senior Analyst / Senior Associate within RSM's Corporate Finance Transaction Services team, you will play a key role in delivering financial due diligence and transaction support engagements for mergers and acquisitions, capital markets transactions, and strategic reviews. Working closely with Managers, Directors and Partners, you will be involved in both buy-side and sell-side engagements, providing clients with high-quality financial analysis and commercial insights to support critical business decisions. Depending on your level of experience, you will take increasing responsibility for managing workstreams, liaising with clients and stakeholders, and supporting the development and coaching of junior team members.

Key Responsibilities

• Execute buy-side and sell-side financial due diligence engagements, including planning, financial analysis, management interviews, databook preparation, report drafting and presentation of findings.
• Assist with due diligence engagements undertaken in the capacity of Investigating Accountant for IPOs and capital market transactions.
• Perform financial and operational analysis to identify key business drivers, risks and opportunities.
• Review forecasts, budgets and financial models to assess performance and future expectations.
• Prepare clear, concise and commercially focused reports and presentations for clients and stakeholders.
• Develop an understanding of transaction structures and the strategic considerations underpinning acquisitions, divestments and capital raisings.
• Build and maintain strong working relationships with clients, legal advisers, corporate financiers, private equity firms and other transaction stakeholders.
• Support the coaching, mentoring and development of junior team members.
• For Senior Associate candidates, contribute to project management, client communication and oversight of junior team members across engagements.

About you:

Education Requirements Essential Business, Commerce or Accounting degree. Completed CA, ACA, CPA or equivalent professional qualification.

Demonstrated Experience & Attributes

Essential Approximately 3-6 years' experience in Transaction Services, Corporate Finance, Audit, Deals Advisory or a related professional services environment. Strong financial analysis and analytical problem-solving skills. Sound understanding of financial statements and accounting principles. Advanced Excel skills and experience working with large data sets. Strong report writing and presentation skills with the ability to communicate complex financial information clearly. High attention to detail and commitment to delivering quality outcomes. Ability to manage competing priorities and work effectively to deadlines. Strong interpersonal and stakeholder management skills. Ability to work both autonomously and collaboratively within a team environment.

Desirable Experience

Desirable Experience leading workstreams on due diligence projects. Exposure to mergers and acquisitions, IPOs, private equity transactions or corporate finance engagements. Experience coaching or mentoring junior team members.

This opportunity is based in Melbourne, and we welcome applications from interstate candidates who are looking to relocate. Applicants must have unrestricted Australian working rights, as visa sponsorship is not available for this role.

Life at RSM:

RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are! Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits. At RSM, we believe that a little understanding goes a long way in building a fulfilling career. We are dedicated to creating an environment where you are valued for your expertise, but also for who you are as an individual. We believe that success stems from a collective effort, and we foster a collaborative atmosphere where your voice is heard, your ideas are valued and your contributions are recognised.

When you choose RSM, you're selecting more than just a job. You're becoming part of an esteemed accounting firm that has consistently been recognized for its excellence. Our unwavering commitment to client satisfaction has earned us the prestigious title of Best Accounting and Consulting Firm for five consecutive years. Be part of a team that continues to set the standard for excellence and connect you to an extensive network of national and global resources.