Senior Finance Analyst - Real Estate Funds & Reporting

Investa Property Group; Sydney; On-site; AUD 110,000 - 160,000; Full time

Benefits offered by this job

Career development programs

Generous parental leave

Flexible work options

Health insurance

Life and TPD insurance

Job summary

Investa Property Group in Sydney seeks a Senior Finance Analyst to support the Investa Commercial Property Fund (ICPF). You will lead monthly/quarterly reporting, trust accounting, tax calculations, and fund operations, partnering with management and external advisers to ensure timely, accurate reporting.

You’ll contribute to process improvements, including AI-enabled controls, while building strong relationships across teams to drive efficient financial operations.

Qualifications

• Commerce or Business degree with Accounting major is required.
• CA or CPA qualification or currently pursuing it.
• Around 5 years of accounting experience, preferably in property/funds.
• Experience with balance sheet reconciliations and financial reporting.
• Knowledge of Australian taxation including GST and income tax.
• Experience with property trust accounting and fund reporting.

Responsibilities

• Prepare timely monthly and quarterly financial reporting and balance sheet reconciliations.
• Manage Trust transactions and trust accounts maintenance.
• Calculate monthly unit prices and prepare the Fund Reporting Pack.
• Review property financial results with the Property Management Accounting team.
• Support quarterly Fund reporting and annual statutory accounts.
• Prepare audit packages and respond to external auditor queries.
• Monitor debt compliance and prepare related reporting.
• Assist with tax calculations, BAS adjustments, and lodgements.
• Prepare Fixed Asset Registers and cost bases.

Skills

Financial reporting

Balance sheet reconciliations

Tax calculations

Excel proficiency

Stakeholder communication

AI/automation mindset

Education

Commerce/Business degree (Accounting major)

CA or CPA qualification

Tools

Yardi

Workiva

Job description

Investa Property Group in Sydney seeks a Senior Finance Analyst to support the Investa Commercial Property Fund (ICPF). You will lead monthly/quarterly reporting, trust accounting, tax calculations, and fund operations, partnering with management and external advisers to ensure timely, accurate reporting.

You’ll contribute to process improvements, including AI-enabled controls, while building strong relationships across teams to drive efficient financial operations.