Senior Finance Analyst

Investa; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Career development

Flexible work options

Health benefits

Job summary

Investa in Sydney is seeking a Senior Finance Analyst to join the Finance team. You will support the Investa Commercial Property Fund (ICPF) with financial reporting, tax considerations, trust accounting, and fund operations across Australia.

The role requires strong technical accounting skills, CA/CPA or progress toward, and around 5 years’ experience in property/funds environments. You’ll engage with internal teams and external advisers to optimise processes using AI tools where appropriate.

Qualifications

• Commerce or Business degree with Accounting major.
• CA or CPA qualification, or currently working towards one.
• Around 5 years’ experience in a similar accounting role, ideally within property, funds or related environment.
• Experience preparing balance sheet reconciliations and financial reporting.
• Experience with property trust accounting and half-year/year-end reports is highly desirable.
• Strong knowledge of Australian taxation, GST and income tax.
• Experience with tax and BAS calculations.
• Yardi experience is highly desirable.
• Intermediate Excel skills and openness to AI tools to improve processes.
• Strong communication and interpersonal skills.

Responsibilities

• Prepare monthly and quarterly financial reporting and balance sheet reconciliations.
• Manage Trust transactions and maintain Trust accounts.
• Calculate monthly unit prices and prepare Fund Reporting Pack.
• Review property financial results with the Property Management Accounting team.
• Support monthly and quarterly Fund reporting and annual statutory accounts.
• Prepare audit packages and respond to external auditors.
• Monitor debt compliance and prepare related certificates/reports.
• Assist with tax calculations, BAS adjustments, and tax returns for Trust/Company entities.
• Prepare Fixed Asset Registers and cost base calculations.
• Build relationships with internal teams and external advisers.

Skills

Balance sheet reconciliations

Financial reporting

Tax and BAS calculations

Yardi experience

Excel

Stakeholder management

AI tools familiarity

Education

Commerce/Business degree with Accounting major

Tools

Yardi

Workiva

Excel

Job description

Here at Investa, we’re all about creating spaces that reflect how people work, live, and thrive today—and how they’ll want to do so in the future. For over 20 years, we’ve led the way in making positive change in Australia’s workplaces. We’re an Australian diversified real estate company with a recognised track‑record of investment and development across both office and living markets. Our purpose is to welcome the world to better places. We’re people first and entrepreneurial, with a strong service ethos.

Why join us?

We’ve made it our business to understand how people want to live and work today, tomorrow and beyond and as you’d expect, we practise what we preach in our own workplace as well. We’re known for our supportive, inclusive, and flexible work culture. With recognition from the Workplace Gender Equality Agency, the Australian Workplace Equality Index, and multiple awards for workplace flexibility, our people and the way we work together are our difference.

We’re looking for a motivated and detail-oriented Senior Finance Analyst to join our Finance team, based in Sydney. Supporting the Investa Commercial Property Fund (ICPF), a $6bn wholesale property fund with ownership interests in core commercial and office properties across Australia, this role offers the opportunity to work across financial reporting, tax, trust accounting and fund operations.

Your key responsibilities:

• Prepare timely monthly and quarterly financial reporting and balance sheet reconciliations
• Manage Trust transactions and the ongoing maintenance of Trust accounts
• Calculate monthly unit prices and prepare the Fund Reporting Pack, including analysis of key results
• Review and analyse property financial results in partnership with the Property Management Accounting team
• Support the financial aspects of monthly and quarterly Fund reporting
• Manage the end-to-end quarterly distribution process, from distribution calculations through to reviewing statements and processing payments
• Prepare and support annual statutory accounts and reporting for ICPF Group and its entities, including financial statement notes in Workiva
• Prepare audit packages and respond to external auditor queries
• Monitor debt compliance and prepare debt compliance certificates and related reporting
• Prepare tax calculations, BAS adjustments and support BAS and IAS reviews and lodgements
• Support the Tax team with annual income tax returns for Trust and Company entities, including calculations and supporting documentation
• Prepare Fixed Asset Registers and cost base calculations
• Build strong relationships with internal teams and external advisers to ensure accurate and timely flow of information
• Identify opportunities to improve systems, processes and controls, including through the use of AI and technology

What you bring:

• A Commerce or Business degree, majoring in Accounting
• CA or CPA qualification, or currently working towards one
• Around 5 years’ experience in a similar accounting role, ideally within property, funds or a related environment
• Experience preparing balance sheet reconciliations and financial reporting
• Experience with property trust accounting and preparation of half-year and year-end financial reports is highly desirable
• Strong knowledge of Australian taxation, particularly GST and income tax
• Experience with tax and BAS calculations
• Yardi experience is highly desirable
• Intermediate Excel skills and a willingness to embrace AI tools and technology to improve processes and efficiency
• Strong communication and interpersonal skills, with the ability to build effective relationships across a range of stakeholders
• Excellent attention to detail and the ability to manage competing deadlines in a fast-paced environment

What we offer:

• Career Development: Leadership programs, education assistance, study support, professional membership fee support
• Lifestyle: We offer generous parental leave, return to work program, and summer hours
• Inclusive Culture: A safe, welcoming environment for all, including individuals from Aboriginal and Torres Strait Islander communities, the LGBTQ+ community, and those who are neurodivergent
• Flexibility: We do our best to support you to be able to do the things that are important to you. We offer over 21 formal flexible work options, plus a truly supportive approach to balancing work with life’s priorities
• Health and Wellness: Discounted health insurance, free health and wellbeing services, discounted fitness classes, reproductive health benefits
• Financial: Fully funded life and TPD insurance, novated leasing and retail discounts

We encourage people of all backgrounds to apply. Even if you don’t meet all the criteria, we’d love to hear from you.

We understand that traditional hiring processes can come with challenges for some people. If you have a disability, identify as gender diverse or are neurodivergent, please reach out to our Recruitment Manager, ••••@investa.com.au and Amy will tailor our processes to accommodate your specific needs. If you require no additional assistance to accommodate your requirements and wish to be considered for this position, kindly submit your application online. We request that applications not be submitted directly to this email address.