Wheelhouse Advisory logo

Management Accountant/Analyst

Wheelhouse Advisory
Department:Finance
Type:HYBRID
Region:Geelong
Location:Melbourne, Victoria, Australia
Experience:Entry level
Estimated Salary:A$90,000 - A$120,000
Skills:
ACCOUNTINGFINANCIAL ANALYSISBUDGETINGFORECASTINGRECONCILIATIONEXCELXEROXPMCACPAADVISORYVIRTUAL CFO
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Job Description

Posted on: August 14, 2026

We’re a dynamic and growing boutique Accounting and Advisory firm based in the heart of Melbourne, focused on delivering high-value, relationship-driven advisory services to a diverse portfolio of clients. Our culture is collaborative, down-to-earth, and committed to professional growth – without the rigid structure of a large corporate environment.

We work closely with entrepreneurs, family businesses, and high-net-worth individuals across various industries, offering tailored solutions that go beyond compliance.

The Opportunity

We’re looking for a motivated and client-focused ManagementAccountant to join our Advisory Services team. This is an exciting opportunity for someone who wants to move beyond traditional accounting and make the exciting  step towards Advisory and virtual CFO services.

What You’ll Be Doing

  • Reviewing account movement for the relevant period, and reviewing the P&L and Balance Sheet (Actual vs Budget)
  • Monthly and/or quarterly reconciliations including for: fixed assets, hire purchases/leases, liabilities, inter-entity loans and other balance sheet items
  • Reviewing margins and key ratios to analyse business performance
  • Preparation of monthly and/or quarterly management accounts
  • Preparation of Financial Analysis Summary including: normalised EBITDA, key metrics, working capital, net assets, cash flow summaries
  • Attend to cash flow forecasting and updating regularly
  • Working closely with directors and managers to deliver strategic business advice
  • Identifying business improvement opportunities and assisting with implementation
  • Assisting with tax planning, structuring, and compliance as part of broader advisory projects
  • Building strong relationships with clients as a trusted advisor

What We’re Looking For

  • Completed a bachelor’s degree in Accounting or similar discipline
  • CA or CPA qualified, currently completing or willing to commence
  • 3+ years of experience in public practice
  • 12+ months of experience with Advisory and/or Virtual CFO services is desired but not essential
  • Excellent attention to detail and strong problem-solving skills with a client-first mindset
  • Strong written and verbal communication skills and the ability to interact with internal and external stakeholders
  • Strong skill set with Excel desirable
  • High degree of initiative and a proactive approach with a drive to progress
  • Experience with Xero/XPM software is desirable.

Why Join Us?

  • Work in a supportive, close-knit team with direct access to leadership
  • Exposure to a wide range of industries and advisory projects
  • Ongoing professional development and career progression
  • Heritage building office space in Melbourne CBD, right next to Melbourne Central

Salary will be dependent on experience.

If this sounds like you, please submit your resume along with a cover letter telling us why you would be suited for the role.

Originally posted on LinkedIn

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