Senior Finance Analyst – Real Estate Fund (Sydney)

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

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.