Senior Financial Analyst

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

Here at Investa, we’re all about creating spaces that reflect how people work, live, and thrive today—and how they’ll want to do so in the future. For over 20 years, we’ve led the way in making positive change in Australia’s workplaces. We’re an Australian diversified real estate company with a recognised track‑record of investment and development across both office and living markets. Our purpose is to welcome the world to better places. We’re people first and entrepreneurial, with a strong service ethos.

Why join us?

We’ve made it our business to understand how people want to live and work today, tomorrow and beyond and as you’d expect, we practise what we preach in our own workplace as well. We’re known for our supportive, inclusive, and flexible work culture. With recognition from the Workplace Gender Equality Agency, the Australian Workplace Equality Index, and multiple awards for workplace flexibility, our people and the way we work together are our difference.

We’re looking for a motivated and detail-oriented Senior Finance Analyst to join our Finance team, based in Sydney. Supporting the Investa Commercial Property Fund (ICPF), a $6bn wholesale property fund with ownership interests in core commercial and office properties across Australia, this role offers the opportunity to work across financial reporting, tax, trust accounting and fund operations.

Your key responsibilities:

• Prepare timely monthly and quarterly financial reporting and balance sheet reconciliations
• Manage Trust transactions and the ongoing maintenance of Trust accounts
• Calculate monthly unit prices and prepare the Fund Reporting Pack, including analysis of key results
• Review and analyse property financial results in partnership with the Property Management Accounting team
• Support the financial aspects of monthly and quarterly Fund reporting
• Manage the end-to-end quarterly distribution process, from distribution calculations through to reviewing statements and processing payments
• Prepare and support annual statutory accounts and reporting for ICPF Group and its entities, including financial statement notes in Workiva
• Prepare audit packages and respond to external auditor queries
• Monitor debt compliance and prepare debt compliance certificates and related reporting
• Prepare tax calculations, BAS adjustments and support BAS and IAS reviews and lodgements
• Support the Tax team with annual income tax returns for Trust and Company entities, including calculations and supporting documentation
• Prepare Fixed Asset Registers and cost base calculations
• Build strong relationships with internal teams and external advisers to ensure accurate and timely flow of information
• Identify opportunities to improve systems, processes and controls, including through the use of AI and technology

What you bring:

• A Commerce or Business degree, majoring in Accounting
• CA or CPA qualification, or currently 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
• Experience with property trust accounting and preparation of half-year and year-end financial reports is highly desirable
• Strong knowledge of Australian taxation, particularly GST and income tax
• Experience with tax and BAS calculations
• Yardi experience is highly desirable
• Intermediate Excel skills and a willingness to embrace AI tools and technology to improve processes and efficiency
• Strong communication and interpersonal skills, with the ability to build effective relationships across a range of stakeholders
• Excellent attention to detail and the ability to manage competing deadlines in a fast-paced environment

What we offer:

• Career Development: Leadership programs, education assistance, study support, professional membership fee support
• Lifestyle: We offer generous parental leave, return to work program, and summer hours
• Inclusive Culture: A safe, welcoming environment for all, including individuals from Aboriginal and Torres Strait Islander communities, the LGBTQ+ community, and those who are neurodivergent
• Flexibility: We do our best to support you to be able to do the things that are important to you. We offer over 21 formal flexible work options, plus a truly supportive approach to balancing work with life’s priorities
• Health and Wellness: Discounted health insurance, free health and wellbeing services, discounted fitness classes, reproductive health benefits
• Financial: Fully funded life and TPD insurance, novated leasing and retail discounts

We encourage people of all backgrounds to apply. Even if you don’t meet all the criteria, we’d love to hear from you.