Senior Financial Accountant

• More Time Off for What Matters: Enjoy up to 6 weeks of leave
• Hybrid office/work-from-home environment
• Develop your accounting career with Perpetual Wealth Management

Perpetual Wealth Management

The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

As part of an exciting new chapter, Perpetual Wealth will soon become a standalone business as part of the recently announced acquisition by Bain Capital. This creates a unique opportunity to join a business focused on growth, innovation, and delivering exceptional outcomes for clients.

About the role

The Senior Financial Accountant is responsible for supporting the delivery of accurate and timely financial accounting, reporting and control activities across the business. This role is suited to a technically strong accounting professional who enjoys improving processes, supporting business change and ensuring accurate, well-controlled financial outcomes. You will work closely with business stakeholders to maintain financial data integrity and compliance with accounting standards, while supporting the ongoing evolution of finance systems and processes.

Role responsibilities include:

• Prepare and own month-end accounting activities, including accruals, prepayments, amortisation and reclassification journals.
• Maintain the accuracy, completeness and integrity of the general ledger in accordance with accounting policies and standards.
• Manage balance sheet controls, investigate reconciliation items and maintain robust audit trails across month-end and year-end activities.
• Prepare statutory financial statements, disclosures, audit support, technical accounting documentation and supporting board papers.
• Support improvements to financial processes, controls, reporting and data quality, and participate in finance transformation and system implementation initiatives.
• Build effective stakeholder relationships and resolve accounting, reporting, reconciliation, data and operational queries across finance and business systems.

About you

• A degree in Accounting, Finance or another related discipline, together with a CA or CPA qualification.
• At least five years’ experience in a similar role, within a financial services environment.
• Strong technical accounting knowledge and practical experience applying accounting standards.
• Experience using Workday, preferred, or another comparable finance system, with strong Microsoft Excel and MS Office proficiency.
• Strong communication and stakeholder-management skills, with a collaborative and team-oriented approach.
• Excellent attention to detail, analytical and problem-solving skills, and the ability to work independently, manage priorities and drive continuous improvement.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year.
• An annual allowance to empower you to prioritise your personal wellbeing.
• Study support and commitment to supporting professional development.

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
• A growing number of employee-led networks who work to raise awareness and drive continued change.
• We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

About Us

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

Trust is earned, every day.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

Our People

Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.

Our History

In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.