Sales Coordinator responsible for equipment finance transactions; providing support and ensuring compliance across documentation processes. Working with clients and internal teams to complete transactions accurately and timely.
About the role
- Financial Modeller in Business Advisory Services at Baker Tilly Staples Rodway in Auckland. Building financial models and providing advisory services to diverse clients.
Responsibilities
- Support a diverse client base across multiple industries and contribute to advisory work that goes well beyond compliance
- Work closely with a Director to help build and analyse financial models used for forecasting, scenario analysis, and business planning
- Support the preparation of financial reports, tax compliance work, financial statements, and other client deliverables
- Receive training and hands‑on experience with Modano, our specialist financial modelling software
- Develop the skills and experience needed to progress into more senior advisory roles over time
Requirements
- A Bachelor of Commerce (BCom) or similar qualification
- Progress toward CA or CPA
- Around 2–3 years’ accounting experience in a professional services or similar environment
- Strong Excel and Microsoft Office skills (Xero or APS experience an advantage)
- Strong analytical, communication, and time‑management skills
- A professional, client‑focused approach
- No prior Modano experience is required—training will be provided.
Benefits
- Career progression – Clear pathways for growth and the opportunity to build a long‑term career within the firm
- Expert mentorship – Learn directly from a highly experienced Business Advisory Services Director
- Professional development – Support for CA or CPA and ongoing learning
- Variety and impact – Work with a diverse client base on meaningful advisory projects
- Workplace culture – Inclusive, supportive environment with social, D&I, and volunteer initiatives
- Global reach – Part of the Baker Tilly International network
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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