Senior Finance Analyst - Business Performance

Australian Ethical Investment Ltd; Sydney; Hybrid; AUD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid work arrangements

Wellbeing days

Volunteer days

Additional annual leave

Job summary

Australian Ethical Investment Ltd is seeking a Senior Finance Analyst – Business Performance to join the team on a 12-month maximum-term contract. You will deliver clear analysis, management reporting and commercial insights to guide forecasting, budgeting and performance outcomes.

You will partner with senior stakeholders, applying financial modelling and robust reporting to influence strategic decisions and external reporting requirements.

Qualifications

• Qualified accountant (CA/CPA/CIMA) with 7+ years in financial services.
• Experience in management accounting and performance reporting.
• Strong financial modelling and commercial analysis skills.

Responsibilities

• Deliver Board and management reporting quality and insights.
• Support monthly profit forecast and annual budget cycles.
• Contribute to external reporting including ASX announcements.
• Generate data-driven insights on opportunities, risks and trends.
• Provide sensitivity analysis, projections and ROI modelling.
• Collaborate with the business to reflect performance trends in forecasts.
• Support strategy metrics and progress reporting across the business.
• Offer decision support on cost-benefit analysis and commercial impacts.

Skills

Finance analytics

Management reporting

Financial modelling

Financial analysis

Excel modelling

Stakeholder management

Attention to detail

Ambiguity navigation

Education

CA/CPA/CIMA qualification

Tools

Excel

Job description

Senior Finance Analyst - Business Performance

Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with over $14 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.

Our purpose is to invest for a better world, and we have been pioneers in this space for almost 40 years. For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We’re a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.

Your new role

As Senior Finance Analyst, you’ll join the Business Performance team on a 12-month maximum-term contract, supporting the CFO, Head of Investor Relations and executive leadership team. You’ll deliver clear analysis, management reporting and commercial insights to help guide business strategy, forecasting, budgeting and performance outcomes.

Key responsibilities include:

• Drive the delivery of Board and management reporting, continuing to uplift the quality, accessibility and usability of insights.
• Support the monthly profit forecast process and annual budget cycle, engaging stakeholders and incorporating new business information.
• Contribute to annual and quarterly external reporting requirements, including ASX announcements, ensuring evidence points are verified and documented.
• Generate data-driven insights that identify opportunities, risks and emerging trends, and proactively communicate recommendations.
• Deliver sensitivity analysis, financial projections and financial models to highlight potential risks, levers and commercial impacts.
• Work closely with the business to understand key drivers and ensure forecasts and budgets appropriately reflect performance trends.
• Support the implementation of business strategy by identifying success metrics and reporting on progress.
• Provide decision support across strategy analysis, cost‑benefit analysis, ROI, external market insights, competitor analysis and company‑wide projects.

What we’re looking for

You’re a commercially astute finance professional with strong analytical judgement, a curious mindset and the ability to turn complex information into clear, meaningful insights. You’re confident partnering with senior stakeholders, working through ambiguity and using data to support better business decisions. If you bring the following, we’d love to hear from you:

• CA, CPA or CIMA qualification, with 7+ years’ financial services experience
• Experience across management accounting, performance reporting, financial modelling and financial analysis.
• Strong Excel modelling capability and confidence working with financial data, forecasts, budgets and commercial drivers.
• Ability to produce clear, high-quality internal and external communications, including reporting for senior audiences.
• Demonstrated experience working with senior executives and cross‑functional stakeholders.
• Strong understanding of investment products, financial markets and regulatory requirements, with superannuation or investments experience preferred.
• A proactive, questioning mindset, strong attention to detail and the ability to prioritise effectively in a fast‑paced environment.

What’s in it for you

• Hybrid work arrangements
• Wellbeing program that includes an extra 4 days of leave above statutory requirement
• Purpose aligned volunteer days
• 20 days paid annual leave with an additional 3 paid days of annual leave between Christmas and New Year

Want to know more about what it's like to work at Australian Ethical? Check out our LinkedIn Life Page here: https://www.linkedin.com/company/australian-ethical-investment/life/ or our Careers and Culture page here: https://www.australianethical.com.au/work-with-us/

At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.

Background checks will be conducted for the successful candidate, as per our regulatory requirements as a financial services organisation