The Company

E&P Financial Group (E&P) is an ASX-listed business delivering financial services across wealth management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.

An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.

The focus on your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.

The Role

As a Financial planning & analysis analyst/ Management accountant at E&P, you will serve as a key member of the Group Finance team, focusing primarily on internal financial planning, analysis, accounting, and reporting functions. You will play a critical role in supporting the company's financial objectives and strategic initiatives through comprehensive financial planning, analysis, accounting expertise and board pack preparation. Your roles and responsibilities may include:

• Conduct financial analyses, including budgeting, variance analysis, and performance reporting, to support strategic decision-making processes.
• Prepare financial reports, presentations, and board packs for executive management and board meetings.
• Preparation of internal financial statements, including income statements, balance sheets, and cash flow statements.
• Ensure accuracy and integrity of financial data by performing reconciliations, journal entries, and financial analysis.
• Participate in special corporate finance projects and initiatives driven by management, such as process improvements, financial optimisation initiatives, and strategic planning efforts.
• Collaborate with internal stakeholders to develop and maintain comprehensive financial plans and forecasts.
• Support internal and external audit processes as needed.

You will be a high achiever with 1-2 years of experience in professional or financial services, and currently studying or recently completed CA/CPA. Organisation and time management skills are a must. Our environment can be fast-paced, and we work with multiple stakeholders (including internal teams, executive management and board of directors) at any one time, so your ability to manage competing priorities is equally as important as your Accounting skills. We also use a variety of AP systems such as SAP, Sage Accpac, Concur etc. so experience with these is desirable. When it comes to our clients, our service standards are high, so you’ll be a natural when it comes to communication and building strong relationships.

The Benefits

We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services.

We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.

How to apply

For a confidential conversation please contact Beau at careers@eap.com.au quoting “FPA Sydney” in the subject line.