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
Solid 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.
Highest-signal resume keywords
CA, CPA Or CIMA Qualification
Financial Modelling
Management Accounting
Robust Excel Modelling Capability
Investment Products Understanding
ATS Optimization Keywords
Hard Skills
Financial Analysis
Performance Reporting
Sensitivity Analysis
Financial Projections
Data-Driven Insights
Budgeting
Cost-Benefit Analysis
ROI Analysis
Commercial Insights
Forecasting
Soft Skills
Proactive Mindset
Attention To Detail
Effective Communication
Analytical Judgement
Prioritization
Certifications & Qualifications
CA
CPA
CIMA
Industry Keywords
Financial Services
Superannuation
Investment Products
Financial Markets
Regulatory Requirements
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📌 Senior Finance Analyst – Business Performance (Sydney)
🏢 Jobtailor
📍 Sydney