Senior Analyst - Performance & Insights

Australian Unity

City of Melbourne

On-site

AUD 120,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Competitive salary with bonus

Parental leave (14 weeks)

Employee Assistance Program

Learning & development opportunities

Wellbeing leave days

Job summary

Australian Unity in Melbourne seeks a Senior Analyst Performance & Insights to deliver month-end reporting, analysis and insights for the Finance & Strategy team. You will partner with finance heads to enable data-driven decisions for senior management and the Board.

The role focuses on portfolio analysis, performance metrics and joining the annual strategic planning process, with responsibilities spanning TM1/Tableau reporting and process improvements for efficiency.

Qualifications

Membership of a recognised accounting body (CA or CPA) required.
5+ years relevant corporate management accounting experience.
2+ years relevant management reporting or FP&A experience.
Experience in finance applications (Sunsystems, TM1, Tableau) and advanced Excel/PowerPoint skills.

Responsibilities

Lead monthly end reporting, portfolio analysis and insights for group performance.
Develop and maintain reporting and analysis through Tableau.
Coordinate Profit & Loss risks and opportunities ahead of forecasts and planning cycles.
Map and re-engineer processes to improve reporting efficiency.
Build strong stakeholder partnerships to align reporting with forecasting.

Skills

Management accounting

Financial analysis

Financial reporting

Excel

PowerPoint

Tableau

Sunsystems

TM1

Variance analysis

Stakeholder management

Education

CA or CPA qualification

Tools

Sunsystems

TM1

Tableau

Job description

Senior Analyst Performance & Insights - Finance & Strategy

Australian Unity - Melbourne

About us

Established in 1840, we are Australia's first wellbeing company, delivering health, wealth and care services for our members and the community.

As a social enterprise, we're motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.

For us, Real Wellbeing encompasses the whole experience of life. It's about feeling supported in your health, connected with your community and empowered to live life on your terms.

The Opportunity

The Senior Analyst Performance and Insights is a highly visible role working closely with departmental finance heads to deliver accurate financial analysis, insight and reporting to enable fact-based decision making for senior management, executives and the Board of the Australian Unity Group. This role will also demonstrate initiative and is pro-active with the ability to gather, interpret and present data to assisting in business decisions for the group.

The primary objective of this role is to lead and deliver month-end reporting and analysis and insight to group performance, undertake portfolio analysis and assist in the delivery of the annual strategic planning process for the Australian Unity Group.

Key Responsibilities

Ensures efficient, timely and accurate analysis and reporting of performance, and develop a comprehensive analysis of trends and insights into group performance
Lead the analysis of financial results to drive optimal decision making.
Undertake regular reviews of portfolio performance
Create, lead and maintain reporting and analysis through Tableau.
Support the implementation of new performance measures into business-as-usual reporting.

Lead and deliver the month-end reporting cycle for the Australian Unity Group within timetable.
Lead the finalisation and production of the monthly and quarterly financial reporting packs with relevant variance analysis and commentary in an accurate and timely manner.
Lead the delivery, finalisation and production of the results reported for the annual strategic planning cycle.
Co-ordinate the delivery and reporting of Profit & Loss Risks and Opportunities ahead of the forecast/planning cycles.
Map and re-engineer current processes to produce reporting, analysis and insight in a more efficient manner

Build effective working and business partnering relationships with key stakeholders to ensure alignment of reporting and forecasting processes.
Support Head of Performance Insights and GM Finance as required.
Review and maintenance of the Group Chart of Accounts, TM1 and Tableau tool to improve operational and reporting capabilities.
Ensure the overall integrity between finance systems and the reports produced.
Manage the impact of organisational changes required for Management Reporting on finance systems

Applications Close: September 13th, 2026

You will bring

Membership of a recognised accounting body is mandatory (CA or CPA qualified).
5+ years relevant corporate management accounting experience
2+ years relevant management reporting or FP&A analyst experience.
Experience in finance applications (Sunsystems, TM1, Tableau or other similar reporting tools)
Advanced Excel and Powerpoint presentation skills and computer literate in a range of financial software and accounting packages
Excellent attention to detail
Experience in the delivery, finalisation and reporting processes for a medium to large complex organisation.
Experience in financial control, system processes, variance analysis, reconciliations, issue resolution and journal processing.
Process mapping and process re-engineering experience
Ability to adapt to change and innovation.
Ability to present a summary of financial performance to relevant stakeholders.
Drive to achieve results within time constraints and conflicting priorities.