Senior Financial Analyst

Australian Ethical Investment; Sydney; On-site; AUD 120,000 - 150,000; Full time

Benefits offered by this job

Wellbeing program with extra 4 days of

20 days annual leave + 3 days between

Job summary

Australian Ethical Investment invites applications for a Senior Finance Analyst on a 12-month contract in Sydney. You will deliver clear analysis, management reporting and commercial insights to guide strategy, forecasting, budgeting, and performance outcomes.

The role requires senior stakeholder partnering and strong financial modelling across investments and markets. You will work with the CFO, Investor Relations, and executive team to uplift reporting quality, enable procurement of insights,

Qualifications

• 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.

Responsibilities

• Drive board and management reporting, uplifting the quality, accessibility and usability of insights.
• Support 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 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.

Skills

CA/CPA/CIMA

Management accounting

Financial modelling

Excel modelling

Stakeholder engagement

Job description

Use your commercial finance and business performance expertise to deliver insights that support strategic decision-making across one of Australia’s leading ethical investment businesses.

About Us

Australian Ethical is Australia’s original and fastest-growing super fund and ethical investment manager. We are ASX-listed with over $14 billion in funds under management (and growing) 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 over 30 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

In this 12 month, contract role, you’ll support the Business Performance team, CFO, Head of Investor Relations and executive leadership team. As Senior Finance Analyst, you will deliver clear analysis, management reporting and commercial insights that 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

Wellbeing program that includes an extra 4 days of leave above statutory requirement

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.

Please note

Only short-listed candidates will be contacted. Applications or approaches via recruitment agencies will not be accepted for this position. Background checks will be conducted for the successful candidate, as per our regulatory requirements as a financial services organisation