Financial Planning Director
4 days ago
We are looking for a highly skilled Tax & Estate Planner to join our team at Wellington-Altus Financial Inc. The key responsibilities of this role include:
Tax Planning & Compliance:- Serve as a subject matter expert on sophisticated trust, estate and income tax questions and issues for high-net-worth and ultra-high-net-worth clients.
- Meet with existing and potential clients to provide tax and estate planning services.
- Monitor private equity, hedge funds, direct investments and real estate holdings.
- Generate consolidated statements and portfolio reviews that aggregate all financial assets across different entities and structures.
- Develop cash flow models to project future liquidity needs and investment funding.
- Scenario planning for major capital events.
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Estate Planning Expert
4 days ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout UsWellington-Altus Financial Inc. is a leading investment dealer in Canada, with over $30 billion in assets under administration and offices across the country. Founded in 2017, our organization identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.The OpportunityWe are seeking an experienced Tax &...
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Financial Planning Expert
1 day ago
Wellington, Wellington, New Zealand JacksonStone & Partners Full timeWe're excited to introduce a unique opportunity for a Financial Planning Expert to join our finance team at JacksonStone & Partners. As a key player in our financial planning process, you'll work closely with our leadership team to develop and implement comprehensive financial plans that drive business growth.The successful candidate will possess exceptional...
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Financial Planning Lead
5 days ago
Wellington, Wellington, New Zealand New Zealand Government Full timeWe are seeking an experienced Financial Planning Lead to join our team. As a key member of the Corporate group, you will play a critical role in shaping the financial future of education in New Zealand.The successful candidate will lead and manage people, plans, and resources to support the delivery of outcomes that align with the Ministry's purpose and...
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Financial Planning Expert
2 days ago
Wellington, Wellington, New Zealand Jacksonstone & Partners Full timeJob Summary:We are seeking an experienced Finance Business Partner to join our team at Jacksonstone & Partners.The successful candidate will have a strong background in financial planning, business partnering, or management accounting, with a Chartered Accountant or equivalent qualification.Key Responsibilities:Acting as a strategic financial advisor to...
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Financial Planning Consultant
3 days ago
Wellington, Wellington, New Zealand Randstad Full timeWe are seeking a Financial Planning Consultant to join our team as a Finance Business Partner. In this role, you will play a critical part in supporting the organization's financial health and strategic decision-making.As a trusted advisor, you will collaborate with budget holders, stakeholders, and your finance colleagues to provide expert financial...
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Financial Director
6 days ago
Wellington, Wellington, New Zealand EQUANS ANZ Full timeEQUANS ANZ is a global technical services leader, part of the Bouygues Group. As a Financial Controller for our New Zealand office, you will play a key role in driving business strategy and influencing decision-making.The ideal candidate will have extensive experience in financial close processes, including journal postings, accruals, and prepayments. They...
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Financial Services Industry Professional
4 days ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeWe are seeking a skilled Financial Services Industry Professional to join our team at Wellington-Altus Financial Inc. In this role, you will be responsible for providing strategic support to our senior management team, with a focus on business growth and development.The ideal candidate will have a deep understanding of the financial services industry,...
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Financial Planning Specialist
4 days ago
Wellington, Wellington, New Zealand TMM Full timeEmpowering New Zealanders to Secure Their FutureAbout UsWe are passionate about creating innovative, transparent, and affordable retirement solutions. As a Retirement Income Group company, we have rapidly grown to manage nearly $1 billion in funds. Our goal is to provide diversified portfolios and set the standard in retirement income innovation.Position...
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Financial Planning Expert
1 day ago
Wellington, Wellington, New Zealand Tangram Full timeCompany OverviewTangram is a pioneering financial services organization that empowers ambitious professionals to build thriving advisory practices.Salary ModelWe offer a commission-only structure, allowing our advisors to retain more of their earnings and unlock uncapped income potential.Job DescriptionThis role involves providing expert financial guidance...
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Chief Financial Planning Officer
1 day ago
Wellington, Wellington, New Zealand Robert Walters New Zealand Full timeAbout this Role:We are seeking an experienced Finance Manager to join our team.This is a great opportunity for someone who has a passion for finance and wants to make a real difference in the organisation.The successful candidate will have excellent analytical skills, strong commercial acumen and the ability to communicate effectively with stakeholders at...
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Strategic Finance Director
5 days ago
Wellington, Wellington, New Zealand New Zealand Government Full timeWe are seeking a Strategic Finance Director to join our team and drive financial excellence in the education sector.In this key leadership role, you will lead and manage people, plans, and resources to support the delivery of outcomes that align with the Ministry's purpose and agreed strategies.You will lead the strategic finance project accounting team,...
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Financial Planning Specialist
4 days ago
Wellington, Wellington, New Zealand JacksonStone & Partners Full timeKey ResponsibilitiesProvide strategic financial guidance to leadership teams, supporting key business initiatives.Deliver accurate and forward-thinking financial insights to drive decision-making.Lead budgeting and forecasting processes, ensuring alignment with strategic goals.Identify financial risks and opportunities, ensuring compliance with regulatory...
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Financial Planning Manager
21 hours ago
Wellington, Wellington, New Zealand ParkerBridge Full timeThis renowned entertainment brand seeks a meticulous Senior Financial Accountant to oversee their financial operations.Job OverviewMaintain accurate and comprehensive financial records in SAP, ensuring seamless data integration.Lead the month-end processes, including balance sheet reconciliations, monthly reports, and annual financial statements...
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Executive Director of Strategic Planning
7 days ago
Wellington, Wellington, New Zealand Tangram Full timeAbout the OpportunityThis is a busy, challenging and extremely rewarding role for the individual with the right temperament.As Associate Director, you will be responsible for ensuring the university's compliance with government policy and funding requirements.This will involve planning and institutional information reporting, as well as overseeing strategic...
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Director of Financial Strategy
4 days ago
Wellington, Wellington, New Zealand New Zealand Government Full timeKey ResponsibilitiesMaintain an MSD-wide overview of activities and provide high-level technical and thought leadership, and best practice specialist advice and support across both MSD and the finance business group.Support development of the Long-Term Investment and Capital Plans.Provide leadership on the organisation's External and Internal Budgets,...
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Director of Strategic Planning and Analysis
6 days ago
Wellington, Wellington, New Zealand Tangram Full timeWe are seeking a Senior Director of Institutional Analysis to join our Strategy and Reporting team as a permanent, full-time member.About the RoleThis role will be responsible for ensuring the university's compliance with government policy and funding requirements. You will also plan and institutional information and reporting, oversee strategic analyses,...
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Assistant Director of Campus Services
2 weeks ago
Wellington, Wellington, New Zealand Chatham University Full timeAssistant Director of Campus ServicesChatham University welcomes applicants for the position of Assistant Director of Campus Services. The Assistant Director manages the daily housekeeping, grounds, carpentry, and locksmith operations and staff. The position requires leadership in budget accountability, staff management, vendor coordination, and operational...
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Director of Financial Strategy
3 days ago
Wellington, Wellington, New Zealand New Zealand Government Full timeResponsibilitiesSupport the development of the Long-Term Investment and Capital PlansProvide leadership on the organisation's External and Internal Budgets, including reporting against Budget InitiativesEnsure MSD can determine and articulate the financial implications of its organisational strategyEngage with internal stakeholders across MSD and with...
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Business Analyst
7 days ago
Wellington, Wellington, New Zealand FNZ (UK) Ltd Full timeJob OverviewWe have an exciting opportunity for a skilled Financial Analyst to join our team at FNZ (UK) Ltd.The successful candidate will be responsible for managing financial forecasts, analysing monthly ledger data, and providing support for general budget/forecast enquiries.This is an excellent opportunity to develop your skills in financial analysis,...
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Director of Reporting and Planning
5 days ago
Wellington, Wellington, New Zealand New Zealand Government Full time**Overview:**We are seeking a highly skilled professional to join our Strategy and Reporting team as Poukairangi - Associate Director Reporting and Institutional Analysis. In this role, you will be responsible for ensuring the university's compliance with government policy and funding requirements, leading the Enterprise Data Warehouse team, and providing...