Finance Analyst

Perpetual Limited; Sydney; Remote; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Work from anywhere in Australia

Annual wellbeing allowance

Study support and professional develop

Job summary

Perpetual Limited, a ASX-listed financial services group, is seeking a Finance Analyst for the Group Financial Control team to strengthen statutory reporting and financial governance. You will contribute to technical accounting, month-end close, board reporting and external audits, gaining exposure to complex reporting in a large listed organisation while advancing your accounting career.

The role offers broad cross-functional interaction and development opportunities in a dynamic environment.

Qualifications

• CA or CPA qualification (or near completion).
• 2-5 years’ experience in audit, financial accounting or group reporting.
• Strong understanding of accounting standards and financial statement preparation.
• Experience working within a large corporate, listed company or professional services environment.
• Excellent analytical, problem-solving and stakeholder management skills.
• Strong attention to detail and the ability to manage competing priorities in a deadline-driven environment.
• Advanced Excel skills and experience working with finance systems such as OneStream, TM1, TechOne or similar.

Responsibilities

• Prepare statutory financial statements for Perpetual Group and subsidiaries.
• Support the month-end and year-end close processes, including journal preparation, balance sheet reconciliations and financial analysis.
• Deliver accurate and timely group financial reporting to management and key stakeholders.
• Assist in maintaining Group accounting policies and supporting the implementation of new accounting standards.
• Contribute to technical accounting assessments and papers for senior management and the Audit, Risk and Compliance Committee.
• Contribute to Board, CFO and executive reporting, including forecasting, budgeting and business planning activities.
• Partner with external auditors and coordinate audit requests to support the efficient completion of audits.
• Identify opportunities to enhance financial controls, reporting processes and system efficiencies.

Skills

Advanced Excel

Analytical skills

Stakeholder management

Education

CA/CPA qualification (or near completion)

Tools

OneStream

TM1

TechOne

Job description

• Join a high-performing Group Financial Control team responsible for statutory reporting, compliance and financial governance.

• Gain exposure to complex accounting matters and reporting requirements within a complex ASX-listed financial services organisation.

• Develop your technical accounting expertise while driving process improvements and supporting executive, Board and external reporting.

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

About the Role

Join the Group Financial Control team and play a key role in maintaining the integrity of financial reporting and controls across Perpetual Group. As a Finance Analyst, you will support the delivery of timely and accurate financial information to management, regulators, the Board and external stakeholders. This role provides broad exposure to statutory reporting, technical accounting, financial control activities, external audit and management reporting within a complex ASX-listed environment.

You will:

• Prepare statutory financial statements for Perpetual Group and its subsidiaries in accordance with applicable accounting standards and regulatory requirements.

• Support the month-end and year-end close processes, including journal preparation, balance sheet reconciliations and financial analysis.

• Deliver accurate and timely group financial reporting to management and key stakeholders.

• Assist in maintaining Group accounting policies and supporting the implementation of new accounting standards.

• Contribute to technical accounting assessments and papers for senior management and the Audit, Risk and Compliance Committee.

• Contribute to Board, CFO and executive reporting, including forecasting, budgeting and business planning activities.

• Partner with external auditors and coordinate audit requests to support the efficient completion of audits.

• Identify opportunities to enhance financial controls, reporting processes and system efficiencies.

About You

You are a motivated and detail-oriented accounting professional looking to build your career within a complex corporate environment. You may be seeking your first move from audit or already working in financial accounting and looking to broaden your exposure to group reporting and technical accounting.

You will bring:

• CA or CPA qualification (or near completion).

• 2-5 years’ experience in audit, financial accounting or group reporting.

• Strong understanding of accounting standards and financial statement preparation.

• Experience working within a large corporate, listed company or professional services environment.

• Excellent analytical, problem-solving and stakeholder management skills.

• Strong attention to detail and the ability to manage competing priorities in a deadline-driven environment.

• Advanced Excel skills and experience working with finance systems such as OneStream, TM1, TechOne or similar.

• Big Four audit experience and/or exposure to ASX-listed reporting requirements will be highly regarded.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year

• An annual allowance to empower you to prioritize your personal wellbeing

• Study support and commitment to supporting professional development

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.