Transaction Services, Financial Services | Director / Associate Director | Deals

PwC Australia; Sydney; On-site; AUD 180,000 - 320,000; Full time

Benefits offered by this job

Parental leave (up to 26 weeks)

Flexible work arrangements

Inclusion and Diversity

First Nations Prosperity

Job summary

PwC Australia invites applications for a Senior Manager or Director role in Deals Transaction Services within Financial Services. Based in Sydney, you’ll lead complex financial due diligence for major financial institutions and fintech clients, guiding strategy and risk assessment for buy-side and sell-side engagements.

You’ll work with private equity and infrastructure investors, shaping outcomes with data-driven insights and senior-level advisory.

Qualifications

• Solid experience leading financial due diligence for financial services deals.
• Ability to translate complex financial analyses into clear recommendations.
• Strong understanding of value drivers, risk, and regulatory considerations in FS.

Responsibilities

• Lead complex financial due diligence on deals in financial services across buy-side and sell-side.
• Oversee engagements across banking, insurance, wealth, and fintech.
• Act as trusted advisor to senior executives and investment committees.
• Build sector knowledge to provide data-driven insights for deal acceleration.
• Utilise AI/analytics tools to improve delivery and client experience.
• Develop and coach team members and foster an inclusive culture.
• Contribute to practice growth through relationships, proposals, and origination at Director level.

Skills

Financial due diligence

Financial services domain knowledge

Analytical thinking

Stakeholder management

Education

CA/CPA, CFA, FINSIA, MBA, Master of Finance

Tools

AI & analytics tools

Job description

Years of experience, hard-won commercial instinct, and the confidence to back your own view - this role is built for people who bring all three. As a Senior Manager or Director in Deals Transaction Services at PwC, you'll bring your financial due diligence expertise and digital fluency to shape the most significant transactions in financial services, based in Sydney / Gadigal. You'll work alongside private equity and infrastructure investors, ASX-listed institutions and large private businesses across banking, insurance, wealth, superannuation and fintech, uncovering the financial DNA of targets and influencing strategy on both buy-side and sell-side engagements.

Why PwC?

At PwC Australia, your skills meet purpose. We tackle big challenges across industries like finance, technology, energy, and health - giving you the chance to make a real impact. Here, your growth is our priority. You'll work with leading teams, explore new technologies, and unlock your full potential.

Join a global community of more than 370,000 people who value bold ideas, collaboration, and lasting change. Together, we're building trust and shaping the future.

What You'll Do

• Lead complex, commercially focused financial due diligence on financial services transactions, producing insights that shape major deals and maximise value for clients
• Oversee buy-side and sell-side engagements across banking, insurance, wealth and asset management, superannuation and fintech, analysing financial performance, capital and regulatory considerations, key value drivers and deal risks
• Act as a trusted advisor to senior executives, boards and investment committees, translating analysis into clear, actionable recommendations
• Build deep financial services sector knowledge, equipping clients with data-driven insights that accelerate deal outcomes in a fast-moving regulatory environment
• Use PwC's advanced tools, including AI and analytics, to enhance delivery, elevate the client experience and build digital capability across the team
• Lead, coach and develop our people, fostering an inclusive, high-performing team environment
• Contribute to the growth of our Financial Services Transaction Services practice through market relationships, proposals and origination - at Director level, taking clear ownership of client portfolios, pursuit strategy and practice growth

What We're Looking For

• Solid experience working with market-leading private equity, corporate and infrastructure clients, and an understanding of what drives value and risk in regulated financial institutions
• Proficiency in AI, digital tools and emerging technologies for financial analysis
• Strong analytical capability, with the ability to communicate complex insights concisely to a range of stakeholders
• A collaborative team player with a positive, can-do mindset and the ability to perform across multiple engagements
• Sound commercial acumen, with the ability to interpret market and regulatory trends and provide strategic, value-adding insights
• A strong commitment to integrity and care for colleagues and clients
• Proven ability to build and maintain lasting internal and client relationships; Director applicants will also demonstrate a track record of winning work and leading teams
• Relevant professional qualifications and/or degree (e.g. CA/CPA, CFA, FINSIA, MBA, Master of Finance or similar)

What You Could Gain

• Leadership development programs and executive coaching designed to help you inspire teams and accelerate your career growth.
• A culture valuing diverse perspectives, empowering leaders to drive innovation and collaboration, learn more about our commitment to Inclusion and Diversity and First Nations Prosperity
• A world-class parental leave policy offering up to 26 weeks of leave for caregivers, supporting your family and personal life.
• Flexibility means trusting you to choose when, where, and how you work, balancing what’s best for you, your team, and your clients to grow and thrive together.
• Being part of a community united by purpose, delivering impact that reaches clients, communities, and the future you’re shaping.

We know that perks are as important as your financial rewards. Explore all the benefits that PwC has to offer here.

Ready to grow here and go further? Join PwC Australia as a Senior Manager or Director in Deals Transaction Services Financial Services team and make an impact that goes beyond the expected.

We’re committed to treating all our job applicants fairly and with respect, irrespective of their actual or assumed background, disability, neurodivergence, or any other protected characteristic. We want you to have every opportunity to thrive in our selection process. In the application form, you can let us know what adjustments you require during our recruitment process and/or any workplace accommodations you anticipate needing to help you perform your role.