- Support the CFO, Head of Investor Relations and executive leadership team
- Deliver clear analysis, management reporting and commercial insights
- Drive delivery of Board and management reporting
- Support the monthly profit forecast process and annual budget cycle
- Contribute to annual and quarterly external reporting, including ASX announcements
- Verify and document evidence points for external reporting
- Generate data-driven insights identifying opportunities, risks and emerging trends
- Communicate recommendations proactively
- Deliver sensitivity analysis, financial projections and financial models
- Work with the business to understand key drivers and align forecasts and budgets with performance trends
- Support business strategy implementation by identifying success metrics and reporting progress
- Provide decision support across strategy analysis, cost-benefit analysis, ROI, external market insights, competitor analysis and company-wide projects
Requirements
- CA, CPA or CIMA qualification
- 7+ years’ financial services experience
- Experience across management accounting, performance reporting, financial modelling and financial analysis
- Strong Excel modelling capability
- Confidence working with financial data, forecasts, budgets and commercial drivers
- Ability to produce clear, high-quality internal and external communications, including reporting for senior audiences
- Demonstrated experience working with senior executives and cross-functional stakeholders
- Strong understanding of investment products,
financial markets and regulatory requirements
- Superannuation or investments experience preferred
- Strong analytical judgement and ability to turn complex information into clear, meaningful insights
- Proactive, questioning mindset and strong attention to detail
- Ability to prioritise effectively in a fast-paced environment
- Successful candidate must undergo background checks
Core Competencies
Demonstrates expertise in financial analysis, management reporting, and financial modeling, with a strong ability to communicate insights and recommendations to senior executives. Proficient in aligning forecasts and budgets with performance trends while supporting strategic decision-making across financial services.