Help turn strategic investment into measurable value.
If you enjoy bringing financial clarity to complex projects, influencing investment decisions and helping leaders understand where value is being created, this role offers the opportunity to make a visible contribution across TMBL.
As Finance Project Lead, you’ll partner with business leaders and project teams to strengthen financial planning, reporting and governance across strategic projects and investments. Your insights will help decision-makers manage funding effectively, address risk early and keep expected benefits in focus.

Why the role matters

Strategic projects need more than accurate numbers. They need clear commercial insight, disciplined financial oversight and a strong connection between investment decisions and intended outcomes.

In this role, you’ll help create that connection. Through trusted advice, financial modelling and timely performance insight, you’ll support informed decisions and help TMBL realise value from its strategic investments.

What you’ll gain

- Exposure to strategic projects and investment decisions across the organisation.
- The opportunity to partner with project sponsors, business leaders and teams across Finance, Transformation, Risk and Technology.
- A role where your financial insight can directly influence project performance and strategic outcomes.
- Broad experience across investment evaluation, forecasting, benefits realisation and financial governance.
- The chance to contribute within a purpose-led, member-owned bank.

What you’ll do

- Develop and manage project budgets, forecasts and funding allocations, helping projects remain within approved financial parameters.
- Provide commercial insight and trusted financial advice to project sponsors and business leaders.




- Deliver clear monthly reporting on budget performance, forecasts, funding utilisation and investment outcomes.
- Establish and monitor project benefits, supporting accountability for expected financial and strategic value.
- Build financial models, cost-benefit analyses and investment assessments to support business cases, prioritisation and funding decisions.
- Identify financial risks and issues, recommend practical responses, and support compliance with relevant financial policies and governance requirements.

What you’ll bring

Essential

- A bachelor’s degree in finance or accounting.
- CPA or CA qualification.
- At least three years of relevant finance experience, including experience gained within a leading professional services, consulting or top-tier accounting environment.
- Experience in business partnering or project finance management.
- The ability to build credible working relationships with stakeholders at different levels of an organisation.
- Strong financial analysis, written communication and verbal communication skills.
- Advanced Microsoft Excel and Word capability, together with experience using Power BI.
- The ability to manage deadlines, work accurately and operate effectively when priorities or information are changing.

Nice to have

- Experience in retail, consumer or personal banking.
- An understanding of retail banking balance sheets and profit and loss drivers.




- Experience identifying and implementing improvements to financial processes, reporting or decision support.

If you bring most, but not every element of the experience described, we still encourage you to consider applying.

About TMBL

Teachers Mutual Bank Limited is one of Australia’s largest mutual banks.
For 60 years, we’ve been helping Australians achieve their financial goals while staying true to our purpose: banking for good.
As a 100% member-owned bank, our profits are reinvested to benefit our members, communities and the causes that matter most. Our commitment to social and environmental impact is embedded in everything we do - from the products and services we offer to the way we support our people and communities.
We’re proud to be a Certified B Corp, reflecting our commitment to high standards of social and environmental performance, transparency and accountability.
Across our five retail brands, we support more than 280,000 members, including many working in education, emergency services and healthcare — people who make a difference in communities every day.
When you join our bank, you’ll become part of a values-led organisation where passion, excellence, growth and sustainability guide the way we work. Together, we’re creating an inclusive culture, delivering great member experiences, and proving that banking can be a force for valuable.

Teachers Mutual Bank Ltd may conduct a background or reference check (or both) as part of the recruitment process. By applying you agree to cooperate fully in those procedures and understand that an offer is subject to the satisfactory outcome of those checks, at the discretion of Teachers Mutual Bank Ltd.

#J-18808-Ljbffr

📌 Finance Project Lead (Sydney)
🏢 Teachers Mutual Bank
📍 Sydney