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Client Financial Lead - Rotorua
Mō mātou | About Our Client
Awhi Ropu Consultants are a progressive professional services firm committed to transforming the traditional bookkeeping model. They're leading the industry shift toward a consultative approach, empowering clients to build their own financial capabilities while maintaining the highest standards of professional service. This forward-thinking practice values innovation, client relationships, and team development as they continue to evolve their service delivery model.
Ko wai tātou | Job Overview
We are seeking an experienced Client Financial Lead to join our team on a permanent, full-time basis. This hands-on, client-focused role involves delivering expert bookkeeping and financial support directly to a portfolio of clients. Beyond ensuring compliance, you will provide clarity, insight, and practical guidance to help clients understand and maximise the value of their financial information. A key aspect of the role is building client confidence and capability in managing their own financial systems where appropriate.
In addition to working closely with clients, you will collaborate across teams, review client work internally, assist with managing the bookkeeping team’s workflow, and provide training and development to both clients and team members as required. This position combines technical expertise with leadership and relationship management, playing a crucial role in the ongoing success of both our clients and the team.
Tohu me te wheako | Qualifications & Experience
Kōrero mōu | About You
This is more than a job—it's an opportunity to shape the future of client services. You'll be part of an innovative team, helping to redefine how bookkeeping services are delivered while building lasting client relationships. If you have a passion for financial excellence, leadership capabilities, and are ready to join a professional team committed to driving positive change, we would love to hear from you!
Our client offers a collaborative team culture alongside competitive compensation and a supportive work environment focused on professional development and innovation. Plus, who doesn't love a workplace that celebrates YOU? Take your birthday off to do whatever makes you happy, enjoy shared lunches with your awesome colleagues, join in the social events that keep the team connected, and fuel your day with the office snacks provided. And if you would like to develop your Te Reo Māori, they've got you covered with classes every Monday – because growing together is what great teams do!
Please apply online with your cover letter and CV addressed to Kellie Hamlett, Recruitment Specialist at Talent ID Recruitment Ltd by 8th August 2025. Applications will be treated with the utmost confidentiality.
Āheinga | Eligibility
Applicants must have NZ residency or a valid NZ work visa.
Awhi Ropu Consultants are a progressive professional services firm committed to transforming the traditional bookkeeping model. They're leading the industry shift toward a consultative approach, empowering clients to build their own financial capabilities while maintaining the highest standards of professional service. This forward-thinking practice values innovation, client relationships, and team development as they continue to evolve their service delivery model.
Ko wai tātou | Job Overview
We are seeking an experienced Client Financial Lead to join our team on a permanent, full-time basis. This hands-on, client-focused role involves delivering expert bookkeeping and financial support directly to a portfolio of clients. Beyond ensuring compliance, you will provide clarity, insight, and practical guidance to help clients understand and maximise the value of their financial information. A key aspect of the role is building client confidence and capability in managing their own financial systems where appropriate.
In addition to working closely with clients, you will collaborate across teams, review client work internally, assist with managing the bookkeeping team’s workflow, and provide training and development to both clients and team members as required. This position combines technical expertise with leadership and relationship management, playing a crucial role in the ongoing success of both our clients and the team.
Tohu me te wheako | Qualifications & Experience
- Diploma or degree qualification preferred but not essential
- Proven experience in a CA environment or dealing with multiple entities or departments within a similar role preferred
- Advanced knowledge of Xero, Payroll systems, Microsoft Office Suite and other financial management systems
- Knowledge of Power BI would be advantageous
- Understanding of tikanga me te reo māori, and/or commitment to further develop or learn
Kōrero mōu | About You
- Exceptional organisational and time management skills with excellent attention to detail
- Strong leadership capabilities and ability to perform effectively under pressure
- Sharp analytical thinking skills with natural initiative and tenacity
- Business awareness and strategic thinking abilities
- Client-focused with commitment to exceptional customer service
- Outstanding communication skills with ability to vary style depending on audience
- Positive approach to change with collaborative mindset
- Professional, confident manner with strong teamwork orientation
This is more than a job—it's an opportunity to shape the future of client services. You'll be part of an innovative team, helping to redefine how bookkeeping services are delivered while building lasting client relationships. If you have a passion for financial excellence, leadership capabilities, and are ready to join a professional team committed to driving positive change, we would love to hear from you!
Our client offers a collaborative team culture alongside competitive compensation and a supportive work environment focused on professional development and innovation. Plus, who doesn't love a workplace that celebrates YOU? Take your birthday off to do whatever makes you happy, enjoy shared lunches with your awesome colleagues, join in the social events that keep the team connected, and fuel your day with the office snacks provided. And if you would like to develop your Te Reo Māori, they've got you covered with classes every Monday – because growing together is what great teams do!
Please apply online with your cover letter and CV addressed to Kellie Hamlett, Recruitment Specialist at Talent ID Recruitment Ltd by 8th August 2025. Applications will be treated with the utmost confidentiality.
Āheinga | Eligibility
Applicants must have NZ residency or a valid NZ work visa.
