CareerPlan

Senior Analyst / Manager - Transaction Services

Auckland, Auckland, nzFull-time2026-11-01 → 2026-11-11

Core

Support complex client transactions by leveraging analytical skills to offer strategic recommendations, conduct financial analysis and modelling, and deliver valuable insights.

Role type

Senior Analyst / Manager in Transaction Services

Builds

Financial due diligence, M&A advisory, debt advisory, turnaround and restructuring, valuations and modelling

Domain

Professional Services / Corporate Finance / Transactions

Required skills

Financial analysis, Financial modelling, Excel, Due diligence, Client relationship management, Project management, Mentoring, Strategic thinking

Preferred skills

Chartered accountant (CA) qualification, Chartered financial analyst (CFA) designation, Advanced Excel, Attention to detail, Communication skills

Technologies

Excel

Responsibilities

Conduct in-depth financial analysis and modelling to derive insights for commercial problem-solving; Assist senior team members by drafting reports, attending client calls and meetings, and ensuring timely, on-budget delivery of work; Mentoring junior team members by supporting and reviewing their work to ensure accuracy and completeness; Building deep relationships with clients and stakeholders, ensuring seamless communication throughout a transaction process.

Seniority

Senior, hands-on IC with mentoring responsibilities