Employment opportunities

Credit Analyst (Debt Advisory)

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 the rural and associated service industries.

Our vision is to be the leading accounting and advisory practice in Southern NSW, trusted by our customers for delivering exceptional service and advice.

We are continually expanding the range of financially oriented services we offer, supporting clients to adapt to emerging commercial trends while ensuring they remain compliant and financially confident.

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 Credit Analyst supports the delivery of debt advisory and capital solutions for Dawson Group clients. Reporting to the Director, the Credit Analyst works closely with the Advisory team to deliver financial analysis, risk assessments, and capital transaction support for clients—particularly in the agriculture and regional business sectors.

This role requires strong analytical skills, an understanding of lending and credit assessment, and a passion for supporting clients with practical, commercial advice. The Credit Analyst will assist in preparing reports, financial analysis, and presentation material to support debt structuring and funding proposals.

Primary Objectives and Outcomes:

• Credit & Financial Analysis: Deliver accurate, insightful analysis to support advisory recommendations and funding proposals.
• Client Engagement: Contribute to 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 detailed financial and credit assessments, including cash flow forecasting, serviceability analysis, and gearing reviews.
• Assist in developing credit memoranda and funding proposals for presentation to banks and other lenders.
• Use financial software tools such as Excel and Figured to support analysis for funding proposals.

Transaction Support
• Support the structuring and execution of debt and capital transactions, including due diligence, document preparation, and communication with funding partners.
• Contribute to the development of strategic funding plans and presentation materials.

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.

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:

• Experience working with a major bank or financial institution, ideally with exposure to commercial or agribusiness lending.
• Strong technical foundation in credit risk, financial statement analysis, and lending structures.
• 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.
• Interest in regional Australia and a connection to agriculture or rural communities will be highly regarded.
• Experience with financial tools and systems such as Excel, Figured, and Xero is desirable.

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 regional NSW with flexible working options
• Compensation: Competitive salary based on experience
• Superannuation: Paid at SGC rates
• Professional Development: Training and support provided in advisory tools and software, with opportunities for career progression

Please email your CV to:

Helen Lynch
Human Resources Manager

Accountant (Full-time)

Cootamundra, Goulburn, Yass or Narooma NSW

Salary commensurate with experience.

Are you interested in a full-time position which combines country or coastal living with great career opportunities in the financial services sector?

Dawson Group is a leading Chartered Accounting and financial advisory firm established in Cootamundra for over 100 years, Goulburn over 10 years and recently expanded to Narooma and Yass.

We are presently seeking an enthusiastic and experienced Accountant located in our Cootamundra, Goulburn, Yass or Narooma office.

To be successful in this role we are seeking someone who:

• Has completed or nearing completion of a Bachelor’s degree in Accounting or Finance, with a minimum of 2 years’ experience in an accounting firm;
• Is studying or planning to start the CA program;
• Has proficiency with XERO bookkeeping software or other;
• Experience with APS and XPA would be advantageous;
• Has good problem-solving skills and attention to detail;
• Proven time management skills;
• Is well presented and has excellent communication (verbal & written) and interpersonal skills;
• Excellent customer service skills;
• Demonstrated experience working in a team environment.

Duties and responsibilities required for this position include but not limited to:

• Training in and working with computer-based accounting systems (Xero, MYOB, APS and XPA etc.);
• Perform and/or manage the provision of bookkeeping and software support services to clients;
• Preparing financial reports, income tax returns, business activity statements and other tax reports for all types of entities;
• Maintaining client relationships through the provision of excellent confidential client service;
• Liaise with various Government agencies on behalf of clients;
• Participate in training with updated tax and other relevant legislation.

If you are interested in this opportunity, please email your CV to our Human Resource Manage Helen Lynch.

Other opportunities within our organisation may be available. If you have experience in an accounting firm and wish to be considered, please email your CV and accompanying letter demonstrating your experience to:

Helen Lynch
Human Resources Manager

Trainee Financial Planner (Full-time)

Are you interested in a full time position which combines country living with great career opportunities in the financial services sector?

Dawson Group is a leading chartered accounting and financial advisory firm located in Cootamundra and Goulburn.

We are presently seeking an intelligent and motivated person with strong interpersonal skills to join our Financial Services team, either in our Cootamundra or Goulburn office.

This position would be ideal for a capable, high calibre person with a business or commerce degree, who will undertake further studies in order to become a professional (CFP Level) financial planner.

Initially, the successful candidate will be given paraplanning duties, and will report directly to the Director of Superannuation and Financial Services. He or she will also receive comprehensive on-the-job training in managing a portfolio of advice clients. Accordingly, prior experience in bookkeeping, accounting, or the financial services industry would certainly be an advantage. Conditions of employment are very attractive, including practical and financial support in your continuing academic studies.

Please email your CV to:

Helen Lynch
Human Resources Manager