Financial Analysis Specialist

The Benevolent Society; Sydney; Hybrid; AUD 150,000 - 160,000; Full time

Benefits offered by this job

Salary packaging

Hybrid work

Wellbeing benefits

Career development

Cultural inclusion

Employee networks

Job summary

The Benevolent Society in Sydney is seeking a Senior Finance Analyst to empower the CFO and the Finance Business Partnering team with robust forecasting models, dashboards and insightful reporting. You will develop financial models for tenders, projection scenarios and opportunities, while driving performance improvements across the organisation.

As a CA/CPA, you will collaborate with cross‑functional teams to deliver data‑driven insights, manage complex analyses and support strategic

Qualifications

• Qualified CA/CPA with management accounting, financial analysis and business partnering experience.
• Advanced skills in financial modelling and Power BI reporting.
• Experience with ERP implementations; Microsoft Dynamics 365 desirable.
• Strong relationships across functions and a customer-focused mindset.
• Strategic planning and proactive work style in a complex environment.
• Experience in aged care or human services sectors is valued.

Responsibilities

• Build KPI reports and dashboards using Power BI with cross-functional input.
• Develop financial models for tenders, performance projections and sector opportunities.
• Support finance projects including system implementations and management reporting enhancements.
• Engage with stakeholders to provide financial coaching and drive business goals.

Skills

Power BI

Financial modelling

Management accounting

Business partnering

ERP implementation

D365 experience

Stakeholder engagement

Communication

Education

CA/CPA professional qualification

Tools

Microsoft Dynamics 365

Job description

• Full-time position based on Gadigal Country in Glebe
• $150k-160k + Super + Salary Packaging
• Meaningful work with flexible, hybrid work options

Who We Are

At Benevolent, we believe every person deserves to live life on their own terms, with dignity, respect and a sense of belonging. For over two centuries, as Australia's first charity, this belief has shaped who we are and how we work.

As a not-for-profit, independent and non-religious organisation, we are a practice-led organisation, our work is grounded in evidence and strengths-based approaches that place people at the centre of everything we do. We walk alongside individuals, families and communities, upholding rights, amplifying voices and advocating for safer, more inclusive systems where people can thrive.

About the role

Are you ready to shape the financial future of a dynamic organisation?

Success in this role will be demonstrated by developing robust forecasting models, improving management reporting capability, delivering insightful executive dashboards, and supporting strategic initiatives that enhance organisational performance.

We're seeking a sharp, analytical mind to support the CFO and our Finance Business Partnering team in delivering financial modelling, dashboards, insightful reporting, and data-driven analysis. This pivotal role will harness analytics tools to uncover trends, build robust forecasting models, and empower smarter decision-making across the business.

How you will contribute

• Reporting & Insights: Build KPI reports in collaboration with cross-functional teams, including the development of user-friendly dashboards using PowerBI.
• Financial Strategy & Analysis: Develop financial models for tenders, performance projections and sector opportunities; identify improvement and de-risking opportunities with stakeholders.
• Operational & Project Support: Contribute to finance projects like system implementation and management reporting enhancements; assist with external benchmarking.
• Stakeholder Engagement: Maintain strong connections with managers and stakeholders; provide financial and system coaching and support to help teams achieve business goals.

We support our people to live their best lives, with benefits that support your wellbeing, growth and lifestyle. Here are some of the key benefits, and we'd love to tell you more.

• Salary Packaging & Perks - Maximise your take-home pay with up to $15,900 in salary packaging including entertainment and vehicle packaging options to suit your lifestyle, corporate rates/discount with selected partners.
• Flexibility & Wellbeing - Enjoy hybrid work options, monthly ADOs (12 extra days off per year for full time staff), Fitness Passport access, EAP support, and the option to purchase additional leave.
• Recognition & Growth - Competitive pay, Benevolent You Make a Difference recognition program, service rewards, long service leave after 5 years, supportive performance and career check in's and tailored professional development opportunities.
• Cultural Inclusion - Dedicated cultural leave and support for Aboriginal and Torres Strait Islander employees, including leadership pathways and networking groups.
• Employee Networks - Connect through our diverse, employee-led networks that celebrate diversity and foster connection and allyship across shared experiences and identities.

Your skills and experience

We want you to be successful in your new role! This means you'll have:

• Professional Credentials & Experience: Qualified CA/CPA with demonstrated experience in management accounting, financial analysis, and business partnering within a complex operational environment.
• Technical & Analytical Expertise: Advanced skills in financial modelling, Power BI dashboard building and reporting, experience with ERP implementation. Microsoft D365 experience is desirable but not essential.
• Relationship Management: Proven ability to build strong relationships and collaborate effectively across functions with a customer-focused mindset.
• Strategic & Operational Agility: Adept at planning, time management, and driving initiatives to completion with a proactive, flexible work style.
• Sector Knowledge: Experience in aged care, community services or other human services sectors highly regarded, with a strong understanding of business needs and performance improvement.
• Effective Communication: Strong verbal and written communication skills, with the ability to translate complex financial information into clear, actionable insights that support decision-making.

This role aligns with the capability requirements of Team Specialist. Please see the Capability Framework attached to this advert to discover essential skills, values and behaviours required at this level.

Need more information or have questions? Feel free to reach out Amy on [e-mail] for a friendly, confidential discussion