About First Cape | Mo FirstCape
FirstCape is one of New Zealand’s largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential.
About the opportunity | Mo te whai waahi
We are currently seeking a Finance Analyst to cover a period of parental leave for 6 months. The role will focus on providing data and analysis to our Wealth Management leadership team. This is a great opportunity for an experienced accounting professional to gain valuable commercial experience.
Key Responsibilities | Ngā Kawenga Mahi
• You will be given ownership of our quarterly attribution cycle.
• Run month-end accounting at both a business unit and entity level.
• Present revenue analysis cut multiple ways.
• Revenue and Expense forecasting and modelling.
• Provide detailed analysis and insights around key drivers, costs and opportunities.
• Modelling of acquisition of wealth advisers / client lists / firms.
• Maintaining the wealth revenue Power BI reporting for Wealth Advisers.
• Contribute to reporting packs to senior management and Board papers.
• Preparation of regulatory reporting to NZX daily and monthly.
• Liaison with auditors on financial statements and the controls environment.
What you will bring to the role | He aha ka kawea e koe ki te mahi
Attributes and Skills:
• You will be a qualified CA (or equivalent), preferably with 2+ years of post-qualified commercial experience.
• You will have a high competency with the MS Suite, particularly excel and proven data analysis turned presentation skills.
• In the FirstCape environment you will be self-driven & results oriented individual with excellent analytical and problem-solving skills. Interacting with colleagues across the business will be a key part of your role so we are looking for someone with excellent interpersonal skills with the ability to communication at all levels via various mediums.
Why work at FirstCape? | He aha mahi i te FirstCape?
We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.
We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.
We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).
To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
.jpg){kind=logo}