Job Description
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Support the CFO, Head of Investor Relations and executive leadership team
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Deliver clear analysis, management reporting and commercial insights
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Drive delivery of Board and management reporting
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Support the monthly profit forecast process and annual budget cycle
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Contribute to annual and quarterly external reporting, including ASX announcements
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Verify and document evidence points for external reporting
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Generate data-driven insights identifying opportunities, risks and emerging trends
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Communicate recommendations proactively
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Deliver sensitivity analysis, financial projections and financial models
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Work with the business to understand key drivers and align forecasts and budgets with performance trends
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Support business strategy implementation by identifying success metrics and reporting progress
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Provide decision support across strategy analysis, cost-benefit analysis, ROI, external market insights, competitor analysis and company-wide projects
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Requirements
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CA, CPA or CIMA qualification
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7+ years' financial services experience
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Experience across management accounting, performance reporting, financial modelling and financial analysis
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Strong Excel modelling capability
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Confidence working with financial data, forecasts, budgets and commercial drivers
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Ability to produce clear, high-quality internal and external communications, including reporting for senior audiences
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Demonstrated experience working with senior executives and cross-functional stakeholders
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Strong understanding of investment products,



financial markets and regulatory requirements
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Superannuation or investments experience preferred
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Strong analytical judgement and ability to turn complex information into clear, meaningful insights
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Proactive, questioning mindset and solid attention to detail
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Ability to prioritise effectively in a fast-paced environment
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Successful candidate must undergo background checks
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Core Competencies
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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.
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Highest-signal resume keywords
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CA, CPA Or CIMA Qualification
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Financial Modelling
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Management Accounting
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Strong Excel Modelling Capability
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Investment Products Understanding
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ATS Optimization Keywords
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Hard Skills
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Financial Analysis
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Performance Reporting
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Sensitivity Analysis
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Financial Projections
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Data-Driven Insights
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Budgeting
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Cost-Benefit Analysis
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ROI Analysis
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Commercial Insights
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Forecasting
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Soft Skills
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Proactive Mindset
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Attention To Detail
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Effective Communication
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Analytical Judgement
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Prioritization
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Certifications & Qualifications
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CA
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CPA
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CIMA
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Industry Keywords
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Financial Services
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Superannuation
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Investment Products
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Financial Markets
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Regulatory Requirements
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📌 Senior Finance Analyst - Business Performance (New South Wales)
🏢 Jobtailor
📍 New South Wales