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Purchase Order Financial Analyst in Australia Melbourne –Free Word Template Download with AI

Professional Services Engagement – Financial Analyst – Australia Melbourne

Document Reference: PO-2025-MEL-FA-0047

Purchase Order No.: PO-2025-MEL-FA-0047
Date of Issue: 14 June 2025
Valid Until: 14 July 2025
Payment Terms: Net 30 Days
Currency: Australian Dollar (AUD)
Location of Service: Australia Melbourne
1. BUYER / ORDERING PARTY
Company Name: Meridian Capital Advisory Group Pty Ltd ABN: 52 118 447 903
Address: Level 24, 120 Collins Street, Melbourne VIC 3000, Australia Contact: Sarah Whitfield, Procurement Manager
Email: [email protected] Phone: +61 3 9421 7800
2. SUPPLIER / SERVICE PROVIDER
Provider Name: Apex Financial Talent Solutions Pty Ltd ABN: 87 204 661 345
Address: Suite 5, 88 Swanston Street, Melbourne VIC 3000, Australia Contact: David Chen, Account Director
Email: [email protected] Phone: +61 3 9615 2200
3. SCOPE OF ENGAGEMENT – FINANCIAL ANALYST SERVICES

This Purchase Order authorises the procurement of professional Financial Analyst services to be delivered in Australia Melbourne for a period of twelve (12) months commencing 1 July 2025. The Financial Analyst shall be engaged to perform the following duties and deliverables on behalf of Meridian Capital Advisory Group Pty Ltd:

  • Preparation and maintenance of monthly, quarterly, and annual financial reports in compliance with Australian Accounting Standards (AASB) and the Australian Securities and Investments Commission (ASIC) reporting requirements.
  • Development and management of financial models, budgeting frameworks, and forecasting tools tailored to the Melbourne-based operations of the Buyer.
  • Conduct of variance analysis, cost-benefit assessments, and investment return evaluations for all business units operating within Australia Melbourne.
  • Preparation of board-level presentations and executive summaries for the Board of Directors and senior management team.
  • Coordination with external auditors, tax advisors, and regulatory bodies as required under Australian corporate governance frameworks.
  • Implementation and oversight of financial risk management strategies aligned with the Australian Prudential Regulation Authority (APRA) guidelines where applicable.
  • Ad-hoc financial research, market analysis, and strategic advisory support as directed by the Buyer's Chief Financial Officer.
4. LINE ITEMS AND PRICING
Item No. Description Quantity Unit Rate (AUD) Amount (AUD)
01 Senior Financial Analyst – Full-time engagement (12 months), Australia Melbourne office, Level 24, 120 Collins Street 12 months $14,500.00 $174,000.00
02 Financial modelling software licence (annual subscription) for the Financial Analyst workstation 1 licence $3,200.00 $3,200.00
03 Onboarding, compliance training, and Australian workplace orientation for the Financial Analyst 1 package $2,850.00 $2,850.00
04 Quarterly performance review and service-level assessment (4 assessments per annum) 4 assessments $1,200.00 $4,800.00
05 Contingency and project-based financial analysis support (estimated 40 hours per annum) 40 hours $185.00 $7,400.00
SUBTOTAL $192,250.00
GST (10%) $19,225.00
TOTAL (AUD) $211,475.00
5. TERMS AND CONDITIONS
  1. This Purchase Order is governed by the laws of the State of Victoria and the Commonwealth of Australia. Any disputes arising from this Purchase Order shall be resolved in accordance with the Australian Consumer Law and the Corporations Act 2001 (Cth).
  2. The Financial Analyst shall be engaged as a contractor through Apex Financial Talent Solutions Pty Ltd and shall not be deemed an employee of Meridian Capital Advisory Group Pty Ltd. All employment-related obligations, including superannuation contributions under Australian Superannuation Guarantee legislation, shall remain the responsibility of the Supplier.
  3. All services shall be performed at the Buyer's premises located in Australia Melbourne, specifically at Level 24, 120 Collins Street, Melbourne VIC 3000, unless otherwise agreed in writing by both parties.
  4. The Financial Analyst shall maintain professional indemnity insurance with a minimum coverage of AUD $5,000,000 and shall provide a certificate of insurance upon request.
  5. Confidentiality obligations shall be binding for a period of three (3) years following the termination of this Purchase Order. All financial data, client information, and proprietary models accessed by the Financial Analyst shall be treated as strictly confidential in accordance with the Privacy Act 1988 (Cth).
  6. Payment shall be made via electronic funds transfer (EFT) to the Supplier's nominated bank account within thirty (30) calendar days of receipt of a valid tax invoice. Late payments shall attract interest at the rate prescribed under the Australian Consumer Law.
  7. Either party may terminate this Purchase Order with thirty (30) days' written notice. In the event of termination, the Buyer shall be liable for all services rendered up to the date of termination.
  8. The Supplier warrants that the Financial Analyst shall hold a minimum of a Bachelor's degree in Finance, Accounting, or a related discipline, and shall possess a minimum of five (5) years of relevant professional experience in financial analysis within the Australian market.
  9. All deliverables produced under this Purchase Order shall be the intellectual property of the Buyer upon full payment of the applicable fees.
  10. This Purchase Order is subject to the Supplier's compliance with all applicable Australian workplace health and safety legislation, including the Occupational Health and Safety Act 2004 (Vic).
6. DELIVERY AND COMMENCEMENT

The Financial Analyst shall commence duties no later than 1 July 2025 at the Buyer's Australia Melbourne office. The Supplier shall ensure that all onboarding procedures, system access provisioning, and compliance documentation are completed within the first five (5) business days of commencement. The engagement period shall run from 1 July 2025 through to 30 June 2026, subject to the terms of this Purchase Order.

7. AUTHORISATION AND ACCEPTANCE

For and on behalf of Meridian Capital Advisory Group Pty Ltd (Buyer):

Name: Sarah Whitfield
Title: Procurement Manager
Signature: _________________________
Date: 14 June 2025

For and on behalf of Apex Financial Talent Solutions Pty Ltd (Supplier):

Name: David Chen
Title: Account Director
Signature: _________________________
Date: 14 June 2025

This Purchase Order (PO-2025-MEL-FA-0047) is issued in accordance with the procurement policies of Meridian Capital Advisory Group Pty Ltd. All references to Australia Melbourne pertain to the physical location of service delivery. This document constitutes a binding agreement upon execution by both parties. For queries regarding this Purchase Order, please contact the Procurement Department at [email protected] or +61 3 9421 7800.

© 2025 Meridian Capital Advisory Group Pty Ltd. All rights reserved. ABN 52 118 447 903.

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