Senior Finance Analyst - Business Performance
Core
Deliver clear analysis, management reporting, and commercial insights to guide business strategy, forecasting, budgeting, and performance outcomes for the CFO and executive leadership team.
Role type
Senior Finance Analyst (Business Performance)
Builds
Board and management reports, profit forecasts, annual budgets, external regulatory reports, and financial models.
Domain
Financial Services / Superannuation / Ethical Investment
Required skills
Financial modelling, management accounting, performance reporting, financial analysis, Excel modelling, stakeholder engagement, strategic analysis, cost-benefit analysis, ROI analysis, external market insights, competitor analysis
Preferred skills
Superannuation experience, investment products knowledge, regulatory requirements knowledge
Technologies
Excel
Responsibilities
Drive delivery of Board and management reporting; Support monthly profit forecast process and annual budget cycle; Contribute to annual and quarterly external reporting requirements; Generate data-driven insights identifying opportunities, risks, and trends; Deliver sensitivity analysis and financial projections; Work with business to understand key drivers for forecasts and budgets; Support business strategy implementation with success metrics and progress reporting; Provide decision support for strategy analysis and company-wide projects.
Seniority
Senior, hands-on IC
