Finance Analyst - Investment Development

Bendigo and Adelaide Bank Limited; City of Melbourne; On-site; AUD 100,000 - 140,000; Full time

Benefits offered by this job

Health and wellbeing support

Gym membership discounts

Private health insurance options

Employee Assistance Program (EAP)

BEN U corporate university access

Job summary

Bendigo and Adelaide Bank Limited is seeking a Finance Analyst in Investment Development in Melbourne or Bendigo. You will support senior leaders with commercial insights, robust financial models, and scenario analysis to back growth initiatives.

Ideal candidates bring 4+ years in finance, strong Excel/PowerPoint skills, and experience in investment evaluation, portfolio reporting, and governance. A collaborative, results-driven mindset is essential.

Qualifications

• At least 4 years of experience in a similar role or equivalent commercial finance environment.
• Strong financial modelling and investment evaluation capabilities.
• Experience with portfolio management and reporting within a financial institution is desirable.
• Expertise in Excel and PowerPoint with exposure to BI tools and data governance.

Responsibilities

• Deliver financial advisory and insights to support business unit planning.
• Build, review and stress-test complex financial models for investment cases.
• Support quarterly business reviews and executive reporting with robust data.
• Uplift governance, standards and value extraction across strategic investments.
• Collaborate with partners to operationalise transformation and forecasting processes.

Skills

Financial modelling

Investment evaluation

Forecasting

Stakeholder management

Education

Bachelor's degree in Finance or related field

Tools

Excel

PowerPoint

Power BI

SQL

JIRA

Confluence

Job description

Finance Analyst - Investment Development

Job ID: 2332

Business Unit: Financial Performance Management

Job Family: Finance

Category: Finance & Accounting

Location: Adelaide, SA, AUS, 5000

| Bendigo, VIC, AUS, 3550

| Melbourne, VIC, AUS, 3000

| Sydney, NSW, AUS, 2000

Employment Type: Permanent

Employee Class: Full Time

Closing Date: 17/09/2026

We've never been 'just a bank'. Just like you should never be 'just an employee'. We're united in our belief that in banking, better can be bigger, and together we're making it happen.

It starts here. With Bendigo Bank... and you.

About the role

As a Finance Analyst in our Investment Development team, you will be at the heart of our strategic internal investment decisions, supporting the rigorous commercial and financial evaluation that underpins our growth and transformation.

Reporting to the Head of Investment Development, you will assist the Investment Development team to deliver forward looking commercial insights, constructive challenge and ensure investment cases have robust financial models that support decision-making through scenario modelling and strategic analysis.

Key objectives are to support the Investment Development team with:

• Financial advisory & insights: Provide high-quality, actionable commercial finance advisory and insights to support business unit planning.
• Value extraction: Identify and analyse value extraction opportunities relating to organisational capacity, including the bank's investment slate.
• Financial modelling: Build, review, and stress-test complex financial models, maintaining a hands-on approach to key assumptions, data quality, and outputs.
• Benefits realisation: Implement and support benefits tracking frameworks and methodologies for all strategic investments, focusing on driving Group ROE optimisation.
• Business reviews: Coordinate and drive financial insights into quarterly business reviews (QBRs) and executive reporting.
• Governance & standards: Uplift business case quality and investment evaluation standards across the organisation to improve overall governance.
• Strategic transformation: Collaborate with the Strategic Execution Office and key business partners to help operationalise the strategic transformation agenda.
• Forecasting & capacity management: Support enhanced governance of investment spend by maintaining robust forecasting processes and supply/demand capacity models.

This is a full time, permanent position preferably based in Melbourne or Bendigo.

What you'll bring to the role

You are a commercially astute and detail-oriented finance professional with a passion for strategic analysis and financial modelling. Your ability to translate complex data into actionable insights and build effective relationships with senior stakeholders will be key to your success.

To be successful, you will have:

• At least 4 years of experience in a similar role, such as commercial finance, investment banking, corporate finance, or strategic business partnering.
• Strong financial modelling and investment evaluation capabilities, with expertise in Excel and PowerPoint.
• The ability to build effective working relationships with key stakeholders while maintaining objectivity and confidentiality.
• Experience with portfolio management and reporting within a financial institution is highly desirable.
• Knowledge of Power BI, SQL, JIRA, or Confluence will be considered an advantage.

So, why work for us?

Want big impact that matters? Here, you'll know your work directly benefits the customers and communities we all serve. You'll also get access to a great range of benefits, including:

• Health and wellbeing support, including discounted gym memberships, private health insurance options, and our Employee Assistance Program (EAP) for you and your immediate family members
• Opportunities to take your learning to the next level through our corporate university 'BEN U' or at an external provider of your choice

We believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury, or disability to equitably participate in the selection process.

Still in two minds? Research suggests 60% of women and underrepresented groups might stop here, even after getting as far as drafting an application. We believe that diversity makes every team stronger, so even if you don't tick every box, we still want to see your application!

We're making better, bigger. And we'll get there with you.

Now's the time to set your sights even higher - on the future you and the future career you deserve.