Invest Blue are hiring for a Management Accountant role | Invest Blue
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Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

Management Accountant

Are you someone who wants to work for a Financial Advice practice that qualifies as a Great Place to Work TM in Australia and Best Place to Work for Women TM 2022?

Invest Blue’s historical success has led to an exciting period of growth and we are seeking an experienced Management Accountant to deliver on the financial needs of a growing, complex business. Now located in more than 23 towns and cities across Eastern Australia, employing more than 300 people and serving more than 8,500 clients; with a thriving culture and ongoing desire to be a great place to work, this role is integral to supporting the key initiatives and priorities of the broader business.

Strengths in analytics, change management, communication and stakeholder engagement will be critical. It is an opportunity to be involved in a number of projects spanning all functions of the business, contributing to the execution of those initiatives and leading other leaders through the trials of providing effective solutions, extracting value and delivering results.

The challenges that this role face include juggling multiple demands/stakeholders, negotiating for key resources, and helping to hold key leaders to account for their work in a supportive and productive way.

Key role responsibilities will be:

  • Understand and support the Strategic Direction of Invest Blue,
  • Work with team managers by providing financial analysis and supporting financial decisions,
  • Supporting the successful integration of M&A by analysing the suitability and viability of opportunities, performing due diligence, contribute to planning and assessing performance,
  • Treasury and Cashflow management
  • Oversight of the payroll and payables of the whole business,

Desired Skills and Experience:

  • Financial analysis, financial modelling and accounting experience,
  • Knowledge and understanding of the financial services industry and financial planning,
  • Demonstrated ability to plan, prioritise and schedule work targets / activities with minimum supervision and an internal focus on control,
  • Demonstrated ability to build and maintain effective relationships with clients and stakeholders,
  • Prioritise tasks and work under pressure,
  • Strong decision-making skills,
  • Excellent communication skills.


  • Tertiary qualifications in accounting, business, commerce, or a related discipline
  • Qualified Accountant (or ready to pursue an accounting qualification)
  • Current non-restricted drivers’ license for the relevant state or territory
  • Standard background checks including, but not excluded to, criminal history, bankruptcy, ASIC

What we offer:

When you become a valued team member at Invest Blue, there are a wide range of benefits on offer. Some of the benefits of being with one of Australia’s Great Places to Work TM include:

  • free financial advice,
  • trial currently underway for all full-time people to benefit from a 9-day fortnight and remunerated for 10,
  • your birthday day off,
  • community time off volunteering for a community initiative or chosen charity,
  • celebrating with the business at our annual “Celebrate the Wins” event (all paid for by Invest Blue),
  • learning and development opportunities,
  • many opportunities to own equity in Invest Blue to share in the journey as an owner,
  • the change to develop and grow your career within a rapidly expanding business.

This is a great opportunity to be in a diverse role where no day is the same and the work you do can have a noticeable impact on the business and its clients.

Next steps:

Apply now. We are excited to hear from you.

Please email your covering letter and resume