Firm Overview:
Dawson Group is a well-established and dynamic professional services firm with offices in Cootamundra, Goulburn, Yass, and Narooma, NSW. We take pride in our reputation, which is built on a long history of integrity, practical advice, and highly personal service, with particular expertise in agribusiness. Our vision is to be the leading accounting and advisory practice in Southern NSW, trusted by our customers for delivering exceptional service and advice.
Dawson Capital Advisory is a newly established service offering by Dawson Group, created to meet the growing demand for professional debt advice and assistance in agribusiness and rural industries. Dawson Capital Advisory helps clients to obtain new competitive finance and assist with managing existing debt facilities as well – so our clients can focus on business operations. We take an in – depth look at our client's seasonal cash flow and funding needs, and review debt arrangements to ensure that the structure and pricing of client debt facilities are optimal and reflective of current market conditions.
Our team is our greatest asset, and we strive to create a harmonious, pleasant, and productive work environment where individuals can pursue their personal aspirations and reach their professional goals.
Position Overview:
The Analyst (Agribusiness & Rural Industry) supports the delivery of debt advisory and capital solutions for Dawson Group clients. Reporting to the Advisor, the Analyst works closely with the advisory team to prepare cash flow budgets, complete financial analysis, risk assessments, and capital transaction support for clients—particularly in the agriculture and rural business sectors.
This role requires attention to detail, analytical skills, an understanding of business lending and credit assessment, and a passion for supporting clients with practical, commercial advice. The Analyst will assist in preparing reports, financial analysis, and presentation material to support debt structuring and funding proposals. The role would suit someone who is interested in agribusiness & rural industries.
Primary Objectives and Outcomes:
• Credit & Financial Analysis: Deliver accurate, insightful analysis to support advisory recommendations and funding proposals.
• Client Engagement: Clear, professional communication with clients and stakeholders to help inform decisions.
• Market Awareness: Maintain a strong understanding of economic, banking, and agricultural market conditions to support client solutions.
• Work Quality: Deliver timely, high-quality reports and outputs that support excellent customer service and decision-making.
Key Responsibilities:
Financial & Credit Analysis
• Prepare financial/credit assessments, including cash flow forecasting, serviceability analysis, and gearing reviews.
• Assist in developing memoranda and funding proposals for banks and other lenders.
• Use financial software tools (Figured and Excel) to support analysis.
Transaction Support
• Support the progression and execution of debt transactions, including due diligence, document preparation, and communication with lenders from the loan application phase through to settlement.
Client Relationship Support
• Attend client meetings with the Director or Advisor and prepare briefing materials and follow-up documentation.
• Assist in developing client-ready reports and analysis that are tailored to their specific goals and business circumstances.
Industry & Market Research
• Conduct research into economic trends, industry data, and sector insights, particularly in the agricultural and regional business sectors.
• Identify risks and opportunities in client operations and broader market environments.
• Contribute to the development of strategic funding plans and presentation materials.
Internal Collaboration
• Work closely with the Advisory and Accounting teams to share insights and ensure coordinated client service.
• Participate in cross-functional initiatives and projects that help deliver better outcomes for Dawson Group clients.
Compliance & Professional Standards
• Maintain accurate client files and records and ensure all advisory activities are compliant with internal and external standards.
• Act with professionalism and integrity at all times, in line with Dawson Group's values.
Qualifications and Experience:
• Tertiary qualifications in Finance, Accounting, Economics, Agribusiness or a related field.
• Strong written and verbal communication skills, with the ability to prepare reports and client documents to a high standard.
• Strong interest in regional communities and agribusiness/rural industries.
• Experience with financial tools and systems such as Excel, Figured, and Xero is desirable.
• An understanding of credit risk, financial statements and lending structures.
· Experience working with a major bank or financial institution, ideally with exposure to commercial or agribusiness lending, will be highly regarded.
Cultural Fit:
The following core values represent the key elements of the culture we strive to maintain as the business grows:
• Excellence – We strive for continuous improvement and expertise.
• Integrity – We act with honesty and transparency in all we do.
• Client-Centricity – We prioritise our clients' needs and deliver personalised service.
• Collaboration – We value teamwork and partnerships.
• Accountability – We take responsibility for delivering results and upholding our commitments.
• Community Focus – We are committed to the success of our local communities.
Performance Metrics:
Performance will be assessed based on:
• Quality and accuracy of financial analysis
• Contribution to successful funding outcomes
• Client satisfaction and feedback
• Timeliness and efficiency of deliverables
• Collaboration and teamwork
• Initiative and willingness to learn and grow
Benefits and Allowances:
• Employment Type: Full-Time (flexible hours available upon negotiation)
• Core Hours: 8:45 am to 5:15 pm, Monday to Friday
• Location: Based in Southern (regional) NSW with flexible working options. Ideally based in the Goulburn or Cootamundra offices.
• Compensation: Competitive salary based on experience
• Superannuation: Paid at SGC rates
• Professional Development: Training and support provided with advisory tools, software, and any other identified areas. Opportunities for career progression are available as the business continues to grow.