Helia is Australia’s first Lenders Mortgage Insurance (LMI) provider, with more than 60 years of expertise in the Australian housing market. We exist to accelerate financial wellbeing through home ownership.

Our mission is to deliver innovative, tailored solutions in partnership with our customers, making the home ownership journey simpler and more accessible. We do this through efficient, customer-focused services powered by leading technology, data and digital solutions.

The Senior FP&A; Analyst will work closely with and influence senior stakeholders, acting as a key business partner to provide advice and meaningful business analysis to the leadership team. This role provides key contributions to the analysis of business performance, forecasting and planning while ensuring results are communicated to stakeholders in a clear, timely and effective manner. The position also contributes to ad hoc projects and continuous improvement initiatives to enhance financial processes and business outcomes.

This is a maximum term contract opportunity for 12 months.

Responsibilities:

- Key business partner providing financial modelling and analytics, reporting and insight to key leaders in key forums, on key business drivers such as production (new insurance written / gross written premium) net incurred claims, capital and solvency and strategic initiatives / sensitivity and scenario analysis.
- Lead conversations and influence decision making by senior leaders as a result of modelling, reporting and analysis.
- Preparation and communication of timely, accurate and insightful monthly performance reports that highlight trends and sensitivities, based on standard monthly reporting packages and ad hoc analysis.
- Assist in developing metrics to better understand local business units and provide financial analysis and insight to business leaders required to assess performance.




- Help develop more insightful reporting and visualisations using tools such as SAP Analytics Cloud / Tableau to increase efficiency, accuracy and visibility within the planning and reporting processes.
- Lead the preparation of short-term forecasts and multi-year plans.
- Support the Head of Analytics and Financial Planning and be able to fill in or cover that role as required.
- Ensure that critical business policies, processes and procedures are regularly updated.
- Work closely with the Helia Risk, Compliance and Internal Audit teams on all internal control-related matters, raising risk issues or incidents on a timely basis, co-ordinate management responses and manage remedial actions.
- Adhere to the compliance obligations relevant to your position; perform your duties in an ethical, lawful and safe manner; undertake training as directed by the Compliance Leader; report and escalate compliance concerns, issues and failures; and disclose potential conflicts of interest.

What you'll bring:

- CA, CPA, or CFA
- Bachelor of Business / Commerce (Accounting Major), or equivalent
- Minimum 5+ years’ experience in a relevant role, preferably within Insurance and/or Financial Services industry
- Strong commercial acumen, judgment and demonstrated strong performance, and a strong desire to learn about the business
- Excellent communication, interpersonal and stakeholder management skills; ability to develop relationships with team members, key stakeholders,



and customers with a proactive attitude to resolve any issues
- Demonstrated ability to achieve results and focus on delivering outcomes with high level of accuracy and attention to detail. Is self-motivated and capable of working independently;·
- Highly tuned analytical skills and ability to communicate complex financial matters to non-finance professionals;
- Proficient in excel with advanced financial modelling skills;
- Demonstrates curiosity in business processes and analysis of data.

At Helia, we’re building a team focused on creating opportunities and brighter futures for our people. When you join Helia, you become part of an organisation that genuinely cares about what matters to you — whether that’s work-life balance, flexible ways of working, wellbeing, or skilled growth. We offer a range of benefits and support designed to help you thrive both personally and professionally.

Helia is a place where you can grow, learn and make a meaningful impact. We foster a collaborative and inclusive culture where innovation, continuous learning and cross-functional teamwork are encouraged to deliver great customer outcomes. Located in the heart of North Sydney, our office offers a vibrant workplace experience with some of Sydney’s best views.

If you are interested in joining a company where you can realise your full potential and grow, we would love to hear from you!

We have a diverse business community: our people, our customers and communities are reflective of this and as an organisation we are committed to continually hiring a diverse workforce. We ensure our people always feel supported and we do this by our openness to flexible work options and our commitment to inclusion, regardless of career level, life-stage, or experience.

📌 Senior FP&A Analyst (Sydney)
🏢 Helia
📍 Sydney