JBWere is a leading wealth manager across New Zealand and Australia, with a proud history spanning over 180 years. Our purpose is to give clients confidence to do what matters – this drives everything we do and gives clarity to how we perform and engage with each other. We also care deeply about how we do things, not just what we do, and have four guiding principles for how we work that capture the essence of our culture and values: Excellence For Clients, Grow Together, Be Respectful, Own It. This opportunity is with the New Zealand business. We support New Zealand's most successful families, companies and not-for-profits to manage and build wealth that last generations. Our advantage in the New Zealand market is our people – all of our advisers bring a depth of experience, knowledge and integrity to our clients' investment needs. Their foresight and extensive research support keeps them ahead of changing markets, helping to grow and protect our clients' wealth. About the opportunity | Mo te whai waahi We are seeking an enthusiastic and proactive team player to join us on a 9-month fixed-term basis, bringing their A-game to this fantastic opportunity. Collaborating closely with the Financial Controller and Company Accountant, this role involves processing and analysing transactions, offering management support and guidance, and ensuring compliance with regulatory standards, including tax and NZX capital adequacy requirements. If you're ready to bring your expertise and agility to the table, this opportunity is for you. What you will bring to the role | He aha ka kawea e koe ki te mahi We are looking for someone with these attributes and experience: Understanding of reconciliations, analytics, and general ledger processing. Familiarity with financial markets; experience with system migrations is advantageous. Numerically proficient with strong attention to detail. Excellent verbal and written communication skills. Ability to prioritise tasks effectively in time-sensitive situations. Skilled in establishing effective working relationships and delivering on goals. Demonstrates a proactive, self-managing approach and comfort with technology, including intermediate to advanced Excel skills. Degree in accounting and Chartered Accountant qualification. Minimum of five years' post-qualification experience in professional services or corporate environments, navigating dynamic, deadline-driven settings. Proven ability to identify and implement process improvements; familiarity with SAP or similar ERP systems preferred. Key responsibilities of the role: Prepare and present monthly management results with the Financial Controller. Keep SAP General Ledger tidy and manage month-end processes. Handle balance sheet and accounting reconciliations. Oversee accounts payable and review monthly invoicing. Work on the annual audit and prepare financial statements. Suggest and implement process improvements. Compile reports for the Leadership Team and assist with financial forecasting. Manage queries on financial data and improve reporting methods. Ensure compliance with regulatory requirements, including NZX rules. Oversee company cash management and lending activities. Handle tax returns, payments, and develop tax policies. Assist in annual budget preparation and performance analysis. Why work at JBWere? | He aha mahi i te JBWere? At JBWere, we believe success comes from our people. You will be joining a team of trusted professionals proud to work at JBWere, where you can do your best work, make a difference for clients and the broader community, develop your skills, and progress in your career. Some of the benefits of working with us include: Grow your career Grow your performance Quarterly recognition awards Flu & Covid vaccinations funding and time off work Sick leave available from day 1 of employment Confidential counselling sessions through an Employee Assistance Program Grow your wealth Daily insights from our Investment Strategy Group Grow your community and values We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself. We're also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don't meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too). To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Your application will include the following questions: Which of the following statements best describes your right to work in New Zealand? How many years' experience do you have as a financial accountant? Have you completed a chartered accountant (CA) qualification? 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