Senior Financial Analyst — Strategy & Performance Insights

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

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,