Commercial Finance Analyst

Platinum Pacific Partners; Sydney; On-site; AUD 110,000 - 160,000; Full time

Job summary

Platinum Pacific Partners seeks a Commercial Finance Analyst to join the Group Finance team in Sydney. You will help build out FP&A, modelling and management reporting while partnering with senior stakeholders.

The role offers exposure to budgeting, forecasting, capital planning and strategic initiatives across asset management and lending. You will develop dashboards, leverage data and AI-driven approaches to improve finance reporting and add real business impact.

Qualifications

• 5+ years of post-qualification FP&A/finance experience.
• Strong budgeting and forecasting capabilities.
• Advanced Excel and financial modelling skills.
• Experience with large datasets and BI tools, preferably Power BI.
• Ability to translate financial data into commercial insights.
• Excellent stakeholder management and business partnering.

Responsibilities

• Build and shape a new group-wide FP&A and commercial finance function.
• Collaborate with Head of Commercial Finance and CFO on budgeting, forecasting and strategy.
• Develop financial models and scenario analyses for capital allocation.
• Deliver performance, variance and cash flow analysis.
• Build dashboards and management reporting (Power BI).
• Partner with stakeholders across Finance, Treasury, Operations and Technology.
• Contribute to initiatives including funding, product expansion, M&A and distribution strategy.
• Leverage data and AI-driven approaches to improve reporting.
• Grow the role as the function develops.

Skills

FP&A

Budgeting

Forecasting

Financial modelling

Excel

Data analytics

Stakeholder management

Business partnering

Commercial finance

Tools

Power BI

Adaptive Planning

Anaplan

TM1

Excel

Job description

Newly created role | High-growth financial services business | Business Partnering

Commercial Finance Analyst opportunity with a growing and entrepreneurial financial services business with interests across asset management and non-bank lending.

This newly created position sits within the Group Finance team and reports to the Head of Commercial Finance, playing a central role in building out the organisation’s commercial finance and FP&A capability.

This is an excellent opportunity for a commercially minded finance professional who enjoys working across FP&A, financial modelling, data analytics and business partnering, and wants genuine exposure to senior stakeholders and strategic decision-making.

The opportunity:

• Help build and shape a new group-wide FP&A and commercial finance function
• Work closely with the Head of Commercial Finance and CFO on budgeting, forecasting and strategic planning
• Develop financial models and scenario analysis to support business and capital allocation decisions
• Deliver insightful performance, variance and cash flow analysis
• Build dashboards and management reporting, including Power BI
• Partner with stakeholders across Finance, Treasury, Operations and Technology
• Contribute to strategic initiatives including funding, product expansion, M&A and distribution strategy
• Gain exposure across both asset management and non-bank lending
• Help leverage new systems, data and AI-driven approaches to improve finance reporting and productivity
• Significant scope to grow the role and broaden your remit as the function develops

About you:

We’re looking for a qualified finance professional with 5+ years’ post-qualification experience who brings a strong combination of analytical, commercial and communication skills.

You’ll ideally have:

• Strong FP&A, budgeting and forecasting experience
• Financial modelling capability and advanced Excel skills
• Experience working with large datasets and data analytics / BI tools, ideally Power BI
• Experience with Adaptive Planning, Anaplan, TM1 or a similar planning platform
• The ability to translate complex financial information into clear commercial insights
• Strong stakeholder management and business partnering capability
• A curious, entrepreneurial mindset and genuine interest in improving how things are done
• Financial services experience is advantageous, but not essential

Why consider the opportunity?

This is a chance to join a successful and growing financial services business at an exciting point in its development.

You’ll have direct access to experienced senior leaders, the opportunity to help shape a function from the ground up, and genuine scope to develop your career across commercial finance, FP&A, capital strategy and strategic decision support.