Teams at Findex

Performs external audit activities across a diverse client portfolio, ensuring accurate and timely completion of engagements and deliverables. Builds ongoing client relationships, manages competing priorities, collaborates with audit teams, and develops professionally toward CA or CPA qualifications. Experience with Australian auditing and accounting standards is required, while CaseWare experience is preferred.

Drive growth across Audit and Advisory by identifying new clients, leading discovery meetings, building referral networks, and expanding existing relationships. Partner with service-line leaders on cross-selling, tenders, proposals, pricing, and capability presentations. Convert inbound enquiries and coordinate complex, multi-stakeholder opportunities through signed engagements. The role requires external audit or assurance familiarity, professional-services business development success, strong executive relationships, commercial acumen, and stakeholder-management skills.

Provides client services support within a financial planning team, including onboarding accounts, preparing and implementing advice documents, maintaining client records, processing investment transactions, coordinating with financial institutions, and collaborating with advisers and corporate teams. The role requires accurate, timely work and strong client and stakeholder service, with opportunities for training and career growth.