Teams at Findex

Plans and delivers internal audit engagements from risk identification through reporting and recommendations. Builds client relationships, ensures regulatory and technical compliance, leads audit teams, identifies business opportunities, and contributes to professional networks. Requires strong investigative, analytical, communication, stakeholder management, and relationship-building skills, with experience in internal audit or risk consulting in Australian public practice.

Prepare business advice, financial statements, reconciliations, tax returns, and complex special purpose reports for diverse clients. Ensure compliance obligations are communicated, liaise with statutory authorities and providers, and build strong client relationships. The role also involves analytical work, mentoring team members, and using Excel and cloud accounting platforms such as Xero and MYOB.

Supports financial planning clients by onboarding accounts, preparing and implementing advice documents, maintaining accurate records, processing investment transactions, coordinating with financial institutions, and collaborating with advisers and internal teams. The role requires financial planning client-services experience, confidence using investment platforms, strong stakeholder service, attention to detail, and a commitment to timely, accurate work.