Newly created role to build a portfolio forecasting capability from the ground up!
Partner with Risk, Finance and senior leaders to influence lending strategy and growth.
Forecast portfolio performance, losses and profitability to drive key business decisions.
A boutique real estate private equity manager with a large portfolio in assets under management is seeking a Senior Finance Analyst to support asset-level finance tasks across a diversified investment portfolio.
This role will partner with Asset and Property managers to monitor and enhance asset performance against business plans.
Key Responsibilities Lead asset-level budgeting and forecasting, including detailed financial modelling and variance analysis to support asset optimisation Review monthly property financials, analyse key performance drivers, and provide commercial insights Prepare investor and co-investor reporting packs, including financial analysis and performance commentary Manage property trust account preparation and calculate property-level distributable income and manage distributions Drive continuous improvement and standardisation of models, templates,



and reporting processes Support annual audit and tax compliance processes Provide ad hoc financial analysis to support strategic initiatives and capital expenditure About You Tertiary qualified in Accounting, Commerce or a related discipline; CA/CPA qualified or well progressed 3+ years' relevant experience, ideally within real estate, private equity or funds management Advanced financial modelling capability — asset and fund-level models, forecasting, scenario analysis, and return metrics (IRR, equity multiples, distributions) Track record of standardising models, templates, and reporting processes to improve consistency and transparency across a portfolio Solid accounting and tax knowledge relevant to property, trust, and fund structures; familiarity with AIFRS Advanced Excel and Word skills, with comfort adopting new systems and tools Strong analytical skills with the ability to interpret data, identify key drivers, and communicate commercial insights This is a newly created fantastic opportunity for an analytically-minded Analyst looking to deepen their exposure to real estate investment and portfolio finance.
Please click to apply.
Consultant ****** Reference number: BH-***** Profession:Accounting FinanceFP A Company: Bluefin Resources Date posted: 19th Jul, ****

📌 Senior Finance Analyst - Funds Management (New South Wales)
🏢 Bluefin Resources
📍 New South Wales