Purchase Order Financial Analyst in Australia Sydney –Free Word Template Download with AI
Procurement of Professional Financial Analyst Services — Australia Sydney Region
Issuing Organisation
Meridian Capital Advisory Group Pty Ltd
Level 24, 1 Macquarie Place
Sydney NSW 2000, Australia
ABN: 52 847 391 065
Phone: +61 2 9200 4400
Email: [email protected]
Supplier / Service Provider
Apex Financial Consulting Services Pty Ltd
Suite 502, 47 Martin Place
Sydney NSW 2000, Australia
ABN: 94 216 583 772
Phone: +61 2 9211 7800
Email: [email protected]
| Purchase Order Number: | PO-2025-SYD-04871 | Issue Date: | 14 June 2025 |
| Required Commencement: | 1 July 2025 | Contract Duration: | 12 Months (renewable) |
| Work Location: | Australia Sydney — Primary office at Level 24, 1 Macquarie Place, Sydney NSW 2000 | ||
| Authorised By: | Dr. Helena Marsh, Chief Financial Officer | Approval Date: | 10 June 2025 |
| Payment Terms: | Net 30 days from invoice date | Currency: | Australian Dollar (AUD) |
This Purchase Order is issued by Meridian Capital Advisory Group Pty Ltd to formally procure the services of a qualified Financial Analyst to be engaged on a full-time, twelve-month basis. The Financial Analyst will be based in Australia Sydney, operating primarily from the Meridian Capital Advisory Group headquarters at 1 Macquarie Place. The role is critical to the organisation's strategic financial planning, portfolio performance monitoring, and regulatory compliance reporting obligations within the Australian financial services sector.
The Financial Analyst engaged under this Purchase Order shall be responsible for conducting in-depth financial modelling, preparing quarterly and annual performance reports, analysing market trends relevant to the Australia Sydney metropolitan and broader Australian economic landscape, and providing actionable insights to senior leadership. The position requires a minimum of five years of professional experience in financial analysis, a Chartered Accountant (CA) or CPA Australia designation, and demonstrated proficiency in advanced financial modelling tools including Bloomberg Terminal, Excel VBA, and Python-based quantitative analysis frameworks.
| Ref | Description of Service / Deliverable | Quantity | Unit | Unit Rate (AUD) | Amount (AUD) |
|---|---|---|---|---|---|
| 01 | Full-time Financial Analyst engagement — monthly professional fee including salary, superannuation (11.5% as per Australia Sydney employment law), and statutory levies | 12 | Months | $18,500.00 | $222,000.00 |
| 02 | Specialised financial modelling and valuation services — quarterly deliverables for portfolio performance analysis in the Australia Sydney market | 4 | Quarters | $4,200.00 | $16,800.00 |
| 03 | Regulatory compliance reporting — preparation of ASIC and APRA-mandated financial statements and risk assessments | 12 | Months | $1,850.00 | $22,200.00 |
| 04 | Market research and competitive intelligence — monthly reports on Australia Sydney financial sector developments, interest rate movements, and macroeconomic indicators | 12 | Months | $1,200.00 | $14,400.00 |
| 05 | Professional development and CPD compliance — funding for the Financial Analyst to maintain CPA Australia or CA designation through accredited courses and conferences in Sydney | 1 | Year | $3,500.00 | $3,500.00 |
| 06 | Technology and software licensing — Bloomberg Terminal access, advanced Excel add-ins, and Python analytics environment setup for the Financial Analyst workstation in Australia Sydney | 1 | Year | $12,000.00 | $12,000.00 |
| 07 | Onboarding, induction, and workplace safety compliance — initial setup, security clearance, and WHS orientation as required for Australia Sydney-based operations | 1 | Instance | $2,800.00 | $2,800.00 |
| Subtotal (AUD) | $293,700.00 |
| GST (10%) | $29,370.00 |
| Total Purchase Order Value (AUD) | $323,070.00 |
- Governing Law: This Purchase Order and all associated services shall be governed by and construed in accordance with the laws of the State of New South Wales, Australia, and the Commonwealth of Australia. Any disputes arising from this Purchase Order relating to the Financial Analyst engagement in Australia Sydney shall be subject to the exclusive jurisdiction of the courts of New South Wales.
- Commencement and Duration: The Financial Analyst services shall commence on 1 July 2025 at the Australia Sydney office. The engagement period is twelve (12) months, with an option for renewal by mutual written agreement no later than thirty (30) days prior to the expiry date.
- Payment Schedule: Invoices shall be submitted monthly in arrears. Payment is due within thirty (30) days of the invoice date via electronic funds transfer (EFT) to the supplier's nominated Australian bank account. Late payments shall attract interest at the rate prescribed under the Australian Consumer Law.
- Confidentiality and Data Protection: The Financial Analyst shall be bound by strict confidentiality obligations in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles. All client financial data, proprietary models, and strategic information accessed during the engagement in Australia Sydney shall remain the exclusive property of Meridian Capital Advisory Group Pty Ltd.
- Performance Standards: The Financial Analyst shall deliver all reports, analyses, and compliance documents in accordance with the Australian Accounting Standards (AASB), ASIC regulatory requirements, and the internal quality assurance frameworks of the issuing organisation. Failure to meet deliverable deadlines without prior written approval may result in a service credit of 2% of the monthly fee per day of delay.
- Workplace and Location: The primary work location for the Financial Analyst shall be the Australia Sydney office at Level 24, 1 Macquarie Place, Sydney NSW 2000. Remote work may be permitted up to two (2) days per week subject to the approval of the engagement manager and compliance with data security protocols.
- Termination: Either party may terminate this Purchase Order with thirty (30) days written notice. In the event of material breach, termination may be effected with seven (7) days notice. Upon termination, the supplier shall deliver all completed work product and return all confidential materials within five (5) business days.
- Insurance and Indemnity: The supplier shall maintain professional indemnity insurance of no less than AUD $10,000,000 per occurrence and public liability insurance of no less than AUD $20,000,000, with certificates provided prior to commencement of the Financial Analyst engagement in Australia Sydney.
- Intellectual Property: All financial models, analyses, reports, and intellectual property created by the Financial Analyst in the course of performing duties under this Purchase Order shall be the sole and exclusive property of Meridian Capital Advisory Group Pty Ltd.
- Anti-Bribery and Compliance: Both parties warrant compliance with the Criminal Code Act 1995 (Cth) (bribery provisions), the Australian Securities and Investments Commission (ASIC) regulations, and all applicable Australia Sydney local government by-laws.
For and on behalf of Meridian Capital Advisory Group Pty Ltd (Buyer):
Name: Dr. Helena Marsh
Title: Chief Financial Officer
Signature: ___________________________
Date: 10 June 2025
For and on behalf of Apex Financial Consulting Services Pty Ltd (Supplier):
Name: Mr. James Okafor
Title: Managing Director
Signature: ___________________________
Date: 12 June 2025
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