Financial Analyst

Allied Credit; Sydney; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work balance

Wellness day and community volunteer

Discounts on retailers and car-related

Learning and development opportunities

Parental leave and Salary Continuance

Job summary

Allied Credit is seeking a motivated Financial Analyst to join its Financial Planning and Analysis team in Sydney. This entry-level role offers exposure to budgeting, forecasting, and joint venture performance analysis while building proficiency with Workday Adaptive Planning.

You will report to the Budgeting Manager, support budget submissions, prepare variance analyses, and contribute to projects that improve forecasting accuracy and efficiency.

Qualifications

• Tertiary qualifications in Accounting, Economics, Finance or related field.
• Completion/progress toward CA/CPA or equivalent.
• Foundational experience in forecasting, budgeting or financial analysis in financial services is highly regarded.
• Proficiency in Excel and financial modelling; familiarity with Workday Adaptive Planning is an advantage.
• Strong attention to detail with the ability to manage priorities and meet deadlines.
• Excellent communication skills with a team-focused mindset.
• Proactive, solutions-focused mindset with a desire to learn and grow.

Responsibilities

• Support the Budget Manager with the annual budgeting process and timelines.
• Prepare and maintain Joint Venture budgets with internal and external partners.
• Support regular forecasts and ad hoc modelling for growth initiatives, ensuring input completeness and accuracy.
• Provide variance analyses and commentary for senior leaders.
• Develop expertise in Workday Adaptive Planning to improve forecasting accuracy and efficiency.
• Collaborate with the Financial Reporting team to resolve budgeting errors and capture learnings for next cycles.
• Help optimise budget and forecasting processes to reduce manual effort.
• Contribute to ad hoc financial projects and initiatives as required.

Skills

Forecasting

Budgeting

Financial analysis

Excel

Attention to detail

Communication

Teamwork

Adaptability

Education

Bachelor's degree in Accounting, Economics, Finance or related field

CA/CPA progress

Tools

Workday Adaptive Planning

Excel

Job description

• Take the next step in your career & develop your accounting analysis skills.
• Join an ambitious firm which is growing, evolving & investing in its technology.
• Allied Credit has a hybrid work environment; we understand the value of a work-life balance.

Allied Credit is a leading vehicle finance firm with strategic alliances with global car, marine and motorcycle brands. Offering white label, joint venture and floorplan finance, our proprietary software provides a seamless, convenient and customer-focused finance service to consumers and businesses.

We are seeking a motivated and detail-oriented Financial Analyst to join our Financial Planning and Analysis team. This role is ideal for someone early in their career who is eager to develop their analytical skills and gain exposure to financial planning, reporting and business performance analysis.

Reporting directly to the Budgeting Manager, this position will focus on supporting the annual budget process and the ongoing forecasting requirements for the Group and its joint venture partners. The successful applicant will gain exposure to Workday Adaptive, the Group’s budget and forecasting application, and will assist the Budgeting Manager in developing this tool to support the ongoing growth of the business.

What you will be doing

• Supporting the Budget Manager with the execution of the annual budgeting process, ensuring adherence to agreed delivery timelines and supporting stakeholders with their budget submissions.
• Helping to prepare and maintain Joint Venture budgets in collaboration with internal and external partners.
• Supporting the production of regular forecasts and ad hoc modelling to support growth initiatives for the Group and its partners, ensuring completeness and accuracy of inputs and that control checks have been completed.
• Assisting with the production of variance analysis where required, helping to provide commentary for senior leaders in the organisation.
• Building technical expertise in Workday Adaptive Planning to help enhance forecasting accuracy and efficiency.
• Working closely with the Financial Reporting team to understand budgeting errors and ensure that these are resolved and captured as part of the next budget process.
• Supporting the Budget Manager in optimising the efficiency of the budget and forecasting processes, helping to reduce manual effort and time to complete.
• Contributing to ad hoc financial projects and initiatives as required.

Your background

• Tertiary qualifications in Accounting, Economics, Finance or a related field.
• Completion/ progress toward CA/CPA or equivalent professional certification.
• Foundational experience in forecasting, budgeting or financial analysis jobs, ideally in a financial services environment, would be highly regarded.
• Proficiency in Excel and financial modelling is required; familiarity with Workday Adaptive Planning would be a strong advantage.
• Strong attention to detail, with the ability to manage competing priorities and deliver under tight deadlines.
• Excellent communication skills with a team-focused and collaborative mindset.
• A proactive, solutions-focused mindset with a hunger to learn and grow.

Why work for Allied Credit?

• Work-life balance - hybrid working arrangements allow a balance of working from home and the office, and we are always willing to discuss flexible working options.
• Wellness day to take a day off for some R&R around your birthday and a Volunteer Day to support your community.
• Discount offers on selected retailers, car loans and novated leasing options.
• A learning environment where we take your development and career aspirations seriously.
• 16 weeks of paid parental leave along with Salary Continuance Insurance.

We want individuals who will buy into and thrive with Allied Credit’s Values of Customer Focus, Adaptability, Risk Confidence, Integrity and Teamwork.

Allied Credit pledges to treat all candidates with the utmost respect and professionalism throughout the recruitment process. We promise to conduct a fair, transparent, and inclusive hiring process, ensuring that all candidates are evaluated based on their skills, experience, and potential, regardless of race, gender, age, disability, sexual orientation or any other irrelevant characteristic.