Finance Analyst - FP&A

Equity Trustees; Melbourne; Hybrid; AUD 150,000 - 190,000; Full time

Benefits offered by this job

Flexible/Hybrid working environment

Great central CBD location

Parental leave 16 weeks?

Wellness program

Volunteer program

Top 30 Best Workplaces to Giveback 202

Discounted health insurance

Job summary

Equity Trustees Ltd in Melbourne is seeking a Senior Finance Analyst - FP&A to partner with the business, delivering strategic financial analysis, enterprise-wide insights and executive-level reporting for the Leadership Team, Board and Investors.

This six-month fixed-term contract will lead forecasting, budgeting and performance reporting activities, while supporting the implementation of Adaptive Planning.

Qualifications

• CA and/or CPA qualification, supported by significant post-qualification experience.
• Advanced financial modelling, forecasting and budgeting capability.
• Experience presenting to senior stakeholders including Board or executives.

Responsibilities

• Lead development and refinement of financial models underpinning the five-year plan.
• Prepare high-quality Board and Executive reporting on KPIs and risks.
• Provide commercially focused insights to support investor communications.
• Deliver corporate-level forecasting, scenario analysis and reports with clear implications.
• Partner with GM-level stakeholders to drive Adaptive Planning adoption.
• Coach and lead finance colleagues across the team.

Skills

Senior FP&A Analyst

Financial modelling

Budgeting & forecasting

Stakeholder management

Executive reporting

Adaptive Planning

Board reporting

Investor communications

Education

CA/CPA

Tools

Adaptive Planning

Job description

Reporting to the GM FP&A, the Senior Finance Analyst - FP&A will act as a senior commercial partner to the business, delivering strategic financial analysis, enterprise-wide insights and executive-level reporting for the Executive Leadership Team, Board and Investors.

This six-month fixed-term contract will lead key forecasting, budgeting and performance reporting activities, while playing an important role in the implementation of Adaptive Planning. Working closely with senior leaders across the organisation, you will translate complex financial information into clear recommendations that shape decision‑making and business performance.

29th October, 2026

Key Responsibilities

• Lead the development and ongoing refinement of financial models underpinning the five-year business plan
• Own the preparation of high-quality Board and Executive reporting on KPIs, performance drivers and emerging risks and opportunities
• Provide commercially focused financial insights to support investor and analyst communications
• Deliver corporate-level financial reporting, forecasts and scenario analysis, clearly articulating trends, business impacts and strategic implications
• Partner with business units and GM-level stakeholders to drive the successful implementation and adoption of Adaptive Planning
• Challenge assumptions, identify opportunities and influence decisions through robust analysis and trusted commercial advice
• Maintain strong financial governance and ensure compliance with legislative, company and risk management requirements
• Act as a senior member of the finance team, contributing expertise, constructive challenge and leadership across shared priorities
• Coach and support colleagues, strengthening capability, collaboration and knowledge-sharing across the team

What You'll Need to Succeed

• Significant experience in a Senior Financial Analyst, Senior FP&A Analyst or comparable commercial finance role, ideally within financial services or a similarly complex, regulated environment
• CA and/or CPA qualification, supported by significant post-qualification experience
• Advanced financial modelling, forecasting and budgeting capability, with a strong understanding of business performance drivers
• A proven ability to convert complex data into clear, commercially focused recommendations for senior decision-makers
• Strong executive communication and stakeholder management skills, with confidence engaging and influencing at GM, Executive and Board level
• Experience preparing Board reporting and exposure to investor relations or external stakeholder communications will be highly regarded
• Experience with financial planning systems or transformation initiatives, including Adaptive Planning, would be advantageous
• A proactive, solutions-focused approach, with the judgement and resilience to manage ambiguity and competing priorities
• A collaborative and influential style, with the ability to build trust quickly and deliver meaningful outcomes within a six-month engagement

What we offer

• A warm, open, and supportive culture.
• An attractive remuneration package, including reward and recognition programs.
• An employee wellness program, including discounted health insurance and an employee assistance program.
• A workplace volunteering and giving program to enable you to help others in the community.
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2025.
• Discounted tax and estate planning services.
• 16 weeks paid parental leave for the primary carer.
• Great central CBD location, Modern office fit-out and end-of-trip facilities.
• Flexible/Hybrid working environment.

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for. We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.