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Advisory Services Lead

2 weeks ago

Auckland, Auckland, New Zealand Shyft Full time
About the Role

This is a hands-on advisory position where you will have your own portfolio of clients and be expected to engage with them and manage the relationships.

You'll have autonomy in this role, but also have the support of our partners whenever needed.

Your core advisory responsibilities would include budgeting and forecasting, strategy consulting/business planning, monthly management reporting, board reporting, and IFRS accounts.

You'll also have the opportunity to work with clients from various industries, such as technology (start-ups), financial services, construction, retail, HNWI, and investments with turnovers typically ranging from $10M - $30M, and larger clients above $100M.