We are seeking applications from candidates with 3-10 years M&amp;A / advisory experience that align with our values and culture, and that are interested in the rapid growth and development that comes with a high performing execution focussed business like ours.Typical duties for the role include:<ul style="list-style-type:square;"><li>Providing analytical, due diligence and transactional support on a range of corporate activities, including the purchase and sale of businesses, mergers, asset valuation, and capital financing, with a focus on financial implications and internal business impact</li><li>Developing and reviewing complex financial models to support internal decision-making, cash flow forecasting, capital planning and scenario analysis; conducting detailed market research and financial data analysis to evaluate strategic options</li><li>Performing review and interpretation of financial statements, management reports and business metrics, including operating costs, revenue streams, margins and capital efficiency, to assess ongoing performance and areas for improvement</li><li>Leading project management efforts, including direct client engagement, coordinating multidisciplinary teams, and ensuring timely delivery of financial analysis, reporting and documentation across multiple engagements</li><li>Preparing and delivering internal management reports, including budget vs actual analysis, cost-benefit evaluations, variance analysis and recommendations to enhance financial performance</li><li>Liaising with senior stakeholders to communicate financial insights and provide value-add advisory to inform investment decisions, resource allocation and business growth initiatives</li></ul>About you:<ul style="list-style-type:square;"><li>At least 3 years’ experience with M&amp;A transaction workstreams, including company and sector analysis, developing valuation models, transaction/trading comparables, and due diligence processes</li><li>Ability to analyse, interpret, reconcile and communicate financial information</li><li>Excellent attention to detail and commitment to accuracy</li><li>A strong work ethic and a desire to succeed in corporate advisory</li><li>Excellent organisational, analytical and problem-solving skills allied to practical judgement</li><li>Strong communication skills</li><li>Deep experience with MS Excel, MS Word and MS Powerpoint</li><li>Bachelor degree or higher qualification with a Finance or Commerce major</li><li>Higher qualifications (such as an MBA) are also highly desirable</li></ul>

Banking & Financial Services

Annual

We are seeking applications from candidates with 3-10 years M&A / advisory experience.

Associate / Senior Associate

Full time

KWA Consulting Partners Pty Ltd trading as Strategie3 are hiring for the position of ‘Analyst’ in Sydney. This will be a full time position with work on some exciting projects.&nbsp;Job duties&nbsp;The role will be suited to someone with strong numeracy and a background in data/finance. Strong communication skills will also be required and the role will involve liaising with our different clients’ risk, IT and transformation teams<ul><li>Analyze financial and operational data to identify trends, patterns, and anomalies</li><li>Provide analytical insights on pricing strategy, risk analysis, investment decisions, and customer segmentation.</li><li>Collaborate with business stakeholders ta large financial institutions in Sydney to analyse requirements and deliver data-driven insights</li><li>Develop and optimize dashboards and reports using tools like Power BI, Tableau, or similar -</li><li>Ensure data accuracy, integrity, and security by working closely with data engineers and IT teams.</li><li>Translate complex data into clear business recommendations and present findings to senior leadership. - &nbsp;</li><li>Monitor key performance indicators (KPIs) and support continuous improvement initiatives.</li></ul>&nbsp;Skills and experience required<ul><li>Bachelor's degree in Finance, Economics, Statistics, Mathematics, Computer Science, or a related field.</li><li>Minimum of 1 year of experience as an Analyst within the financial services industry</li><li>Strong knowledge of financial concepts, regulatory frameworks, and industry-specific data.</li><li>Proficiency in SQL, Excel, and at least one BI/reporting tool (e.g., Tableau, Power BI, Qlik).</li><li>Familiarity with data modeling and ETL processes.</li><li>Strong communication and presentation skills with the ability to explain data insights to non-technical stakeholders.</li><li>High attention to detail, critical thinking, and problem-solving mindset.</li></ul>

KWA Consulting Partners Pty Ltd trading as Strategie3 are seeking a full time Analyst.

Analyst

<h3 style="margin-left:0cm;">About the Role</h3>&nbsp;Are you ready to lead and inspire in the exciting world of travel insurance?&nbsp;We’re seeking a passionate and experienced professional to oversee and drive excellence in our sales contact centre for our Australian operations, part of a global industry leader.In this pivotal role, you’ll ensure exceptional customer outcomes are at the core of every decision. Leading with purpose, you’ll shape experiences that set a new level of standard in the industry.<h3 style="margin-left:0cm;">&nbsp;</h3><br2><h6>Benefits</h6><ul style="list-style-type:disc;"><li>Incredible company culture</li><li>Employee experience program</li><li>Birthday leave and much more!</li></ul><br2><h6>Task & Responsibilities</h6><h3 style="margin-left:0cm;">Key Responsibilities</h3><ul style="list-style-type:disc;"><li>Lead and drive the agreed Sales strategy and support operational components, including the day-to-day activities of Medical Underwriters.&nbsp;</li><li>Inspire high performance, develop and oversee training, manage rosters, and cultivate a culture of excellence aligned with our values.</li><li>Delivering industry-leading outcomes, resolve escalations, and achieve top-tier NPS scores.</li><li>Identify improvement opportunities, maintain SOPs, and ensure adequate resourcing.</li><li>Track and report key metrics, delivering actionable insights for continuous improvement.</li><li>Support Team Leaders in leading, motivating, and coaching the team to set objectives and ensure targets are achieved or exceeded.&nbsp;</li><li>Conduct fortnightly one-on-ones and formal performance appraisals with Team Leaders to set and review performance objectives.&nbsp;</li><li>Provide feedback on team performance and offer coaching during fortnightly one-on-ones with each Team Leader.&nbsp;&nbsp;</li></ul><br2><h6>Qualification & Experience</h6><h3 style="margin-left:0cm;">About You</h3>Your knowledge and experience&nbsp;<ul><li>Previous leadership and people management experience within a Contact Centre Sales/Service environment in travel insurance.&nbsp;&nbsp;</li><li>Results driven with a proven track record of achieving/exceeding targets.&nbsp;&nbsp;</li><li>Strong knowledge and understanding of insurance products and the Australian travel insurance market.&nbsp;&nbsp;</li><li>Experience with insurance broking highly regarded.&nbsp;&nbsp;</li><li>Proven supervisory and coaching skills, with the ability to engage and inspire staff.&nbsp;</li><li>Proven experience and success in customer service, sales, and stakeholder management.&nbsp;&nbsp;</li><li>Excellent written and verbal communication skills.&nbsp;&nbsp;</li><li>Strong problem-solving and negotiating skills.&nbsp;&nbsp;</li><li>Exceptional time management and multitasking abilities.&nbsp;</li><li>Excellent knowledge of reporting procedures and record keeping.&nbsp;</li><li>Demonstrated decision-making, problem-solving, and conflict resolution skills.&nbsp;&nbsp;</li></ul>Qualifications<ul><li>Degree qualified will be highly regarded, but not essential.&nbsp;</li><li>RG146 or related insurance qualifications highly regarded but not essential.&nbsp;</li></ul>

•	New North Sydney office with harbour views
•	Permanent Full Time Position 
•	Competitive Salary +  up to 10% STI + Super

Head of Contact Centre Sales

As our company continues to grow and develop, you will be the primary liaison for our clients, assisting them with various lending requirements. You will be responsible for managing the entire process, from loan application to settlement, while ensuring compliance with regulations and processes. You will need to have expertise in loan structuring, understanding loan borrowing capacity &amp; a vast knowledge of the regulatory obligations of a Mortgage Broker. With the support of an in-office assistant, you will be able to focus on the core aspects of your role, to ensure we continue to provide the highest level of service to our clientele.<br2><h6>Benefits</h6>This is an extraordinary opportunity for a professional individual that really wants to develop their career in a fast-growing industry. We are offering a generous salary package of $135,000 plus bonus structure, company laptop, mobile phone, and fuel card.<br2><h6>Task & Responsibilities</h6>We are not looking for someone to go out and get leads, we have been established since 2003 and are looking for someone to maintain our existing clients and assist with any of their lending needs, as well as with our referral partner. &nbsp;<ul><li>Look after our referral partner and cultivate a strong relationship with them.</li><li>Maintain our large database, contacting our existing clients to perform reviews and ensure our existing book remains happy due to our services.</li><li>Gain a deep understanding of clients' objectives, requirements, and borrowing capacity.</li><li>Identify optimal loan solutions for customers, collaborating with the support team to analyse documentation and align with banks' products and customer needs.</li><li>Reporting to the Director on budgets and maintaining the finance department</li><li>You will conduct a 2-month handover with our existing mortgage broker. All systems will be properly introduced for a seamless transition.</li></ul><br2><h6>Qualification & Experience</h6><ul><li>Minimum 5 years broking experience with at least a Certificate IV or Diploma in Mortgage Broking.</li><li>Familiarity with the AFG Flex system (not required but highly sought)</li><li>Unwavering integrity and a self-driven approach to achieve business growth autonomously.</li><li>Exceptional customer service skills and a high level of professionalism</li><li>Proven track record in providing comprehensive broking and lending advice, managing the process from application to settlement.</li><li>Thrives on challenges and adept at problem-solving, with a keen ability to convert leads into successful loans.</li><li>Highly motivated and determined to establish enduring relationships with clients and customers. &nbsp;</li></ul>

Extraordinary opportunity for a professional experienced Mortgage Broker

Mortgage Broker

The purpose of the Planning Manager role is to lead the PTP team in efficiently delivering a program of high-quality strategic investigations and complex planning projects. Specifically, the role of Planning Manager will be responsible for managing team members, helping to develop the pipeline of projects and leading the efficient delivery of modal and integrated multi-modal transport studies. 
 
 Some of your responsibilities will include:
 
<ul> 
 <li>Leading the development, delivery and on-going application of a pipeline of complex strategic passenger transport planning studies and strategies that identify strategic needs and priorities for the development of passenger transport networks across the state.</li> 
 <li>Project leadership and direction across multiple projects or areas of work (involving transport strategy and planning branch and other departmental staff) to effectively coordinate and deliver various project activities on time and within budget.</li> 
 <li>Leading and managing the operation, welfare and technical development of the team, including active participation in performance conversations to build and support a culture of high performance, safety and well-being.</li> 
 <li>Contributing to the delivery of a positive and productive working environment, including actively contributing to the management of the branch and participating in ongoing business improvement initiative and management processes</li> 
 <li>Managing issues and public information about passenger transport planning projects, including the provision of high-level strategic advice, reports and general correspondence to the Director, Executive Director, General Manager, Deputy Director-General, Director-General and the Minister.</li> 
 <li>Providing guidance and advice to colleagues across the Department in passenger transport study methodologies and techniques.</li> 
 <li>Fostering effective working relationships with key stakeholders (consult and negotiate with internal and external agencies), and represent the department at meetings, forums and relevant working groups on strategic transport planning issues.</li> 
</ul> We recognise and celebrate that everyone is unique and seek the applicant best suited to the role. We will assess your experience, knowledge and acquired skills, as well as your potential for development and your personal qualities. To thrive in this role, you will need to demonstrate the following: 
 Mandatory qualifications and conditions 
 
 
<ul> 
 <li>A criminal history check will be undertaken prior to appointment to the role.</li> 
 <li>The successful applicant for this role will possess tertiary qualifications (bachelor or higher), or equivalent experience, in transport or land use planning. Requirements of the role</li> 
 <li>Applicants will be expected to be able to demonstrate:</li> 
 <li>productive, positive team leadership and management skills including demonstrated knowledge and application of Queensland Government public service values.</li> 
 <li>personal accountability, governance and judgement within a public sector and strategic planning context.</li> 
 <li>strategic vision and appreciation of broader purpose of the transport system.</li> 
 <li>a high level of transport planning expertise and knowledge, with experience in public transport planning and/or strategy development.</li> 
 <li>strong project and/or program management skills and experience.</li> 
 <li>The ability to build and sustain relationships that enable the collaborative delivery of customer-focused outcomes.</li> 
 <li>the ability to work constructively within a diverse, social, open-minded and connected team.</li> 
</ul> Please tell us about any additional support or adjustments, such as interpreting services, physical requirements, or assistive technologies, that will better enable you to shine during the recruitment process. 
 Applications to remain current for 12 months.This work is licensed under a Creative Commons Attribution 3.0 Australia License.

The purpose of the Planning Manager role is to lead the PTP team in efficiently delivering a program of high-quality strategic investigations and complex planning projects.

Planning Manager

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5 available jobs

Associate / Senior Associate

Analyst

Head of Contact Centre Sales

Mortgage Broker

Planning Manager