Financial Analyst

ABTAX Limited is a professional accounting and advisory firm providing compliance-based financial reporting, strategic analysis, and taxation services to a wide range of clients. Our mission is to help individuals and businesses make informed financial decisions through accurate reporting and insightful analysis.

We are seeking a highly skilled and detail-oriented Financial Analyst to join our growing team. This role focuses on providing high-quality financial analysis, compliance reporting, and business advisory services. You will work closely with management and clients to ensure financial data is accurately analysed and reported in line with New Zealand accounting standards and regulatory requirements.

Key Responsibilities

• Analyse financial data and prepare accurate, timely financial reports to support decision-making.
• Conduct forecasting, budgeting, cost–benefit analysis, and variance analysis.
• Provide advice to clients on improving business performance and financial record-keeping.
• Ensure compliance with legislative and taxation requirements in financial reporting.
• Prepare and maintain financial models to support strategic planning and investment decisions.
• Monitor cash flow, budgets, and financial performance indicators.
• Liaise with clients to gather relevant financial information and provide tailored recommendations.

Skills & Requirements

• Bachelor’s degree or higher in Accounting, Finance, Economics, or a closely related field (essential), or at least 3 years of relevant experience in financial analysis or accounting.
• Strong understanding of financial principles, modelling, and reporting standards.
• Proficiency in accounting and data analysis software (e.g., Xero, MYOB, Excel, Power BI).
• Excellent analytical, organisational, and communication skills.
• Ability to manage multiple priorities and meet deadlines.

Preferred

• Professional accounting qualification (CA/CPA or equivalent).
• Experience in providing advisory services to small–medium enterprises.