Senior Finance Analyst – Property Fund & AI-Driven Reporting

Investa; Sydney; On-site; AUD 100,000 - 150,000; Full time

Benefits offered by this job

Career Development

Lifestyle

Inclusive Culture

Flexibility

Health and Wellness

Financial

Job summary

Investa in Sydney is seeking a Senior Finance Analyst to join the Finance team. Supporting the Investa Commercial Property Fund (ICPF), a $6bn wholesale fund, the role offers exposure to financial reporting, tax, trust accounting and fund operations.

You will work across monthly/quarterly reporting, trust accounting, unit pricing, and collaboration with the Property Management Accounting team to support statutory accounts and audits.

Qualifications

• Commerce or Business degree with Accounting major.
• CA or CPA qualification or 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.
• Knowledge of Australian taxation, particularly GST and income tax; experience with BAS calculations.
• Yardi experience is highly desirable; intermediate Excel and openness to AI tools.

Responsibilities

• Prepare timely monthly and quarterly financial reporting and balance sheet reconciliations.
• Manage Trust transactions and maintenance of Trust accounts.
• Calculate monthly unit prices and prepare the Fund Reporting Pack.
• Review property financial results with the Property Management Accounting team.
• Support monthly and quarterly Fund reporting; manage distribution process.
• Prepare annual statutory accounts & notes for ICPF Group and entities.
• Prepare audit packages and respond to external auditor queries.
• Monitor debt compliance and prepare related certificates.
• Prepare tax calculations, BAS adjustments and support BAS/IIS reviews.
• Support annual income tax returns for Trust and Company entities.

Skills

Financial reporting

Balance sheet reconciliations

Tax calculations

Excel

Education

Commerce/Business degree (Accounting)

Tools

Yardi

Job description

Investa in Sydney is seeking a Senior Finance Analyst to join the Finance team. Supporting the Investa Commercial Property Fund (ICPF), a $6bn wholesale fund, the role offers exposure to financial reporting, tax, trust accounting and fund operations.

You will work across monthly/quarterly reporting, trust accounting, unit pricing, and collaboration with the Property Management Accounting team to support statutory accounts and audits.