Senior FP&A Analyst

Helia; Sydney; On-site; AUD 140,000 - 210,000; Full time

Job summary

Helia, Australia’s first Lenders Mortgage Insurance provider, seeks a Senior FP&A Analyst to joining the analytics team in Sydney. You will partner with senior leaders, deliver financial modelling and forecasting, and drive insights to support business decisions in a 12-month fixed-term role.

You will develop short-term forecasts and multi-year plans, produce monthly performance reports, and collaborate on improved reporting using SAP Analytics Cloud and Tableau.

Qualifications

• CA, CPA or CFA with a Bachelor in Business/Commerce (Accounting major) or equivalent.
• Minimum 5+ years in a relevant role within Insurance or Financial Services.
• Strong commercial acumen and attention to detail.
• Excellent communication and stakeholder management skills.
• Proven ability to build relationships with leaders and cross-functional teams.
• Self-motivated, able to work independently and deliver accurate analyses.
• Advanced Excel with proficient financial modelling and data analysis capabilities.

Responsibilities

• Provide financial modelling, analytics, reporting and insight to senior leaders.
• Lead discussions and influence decisions based on modelling and analysis.
• Prepare timely monthly performance reports and highlight trends.
• Develop metrics to understand local business units and provide insights.
• Create enhanced reporting and visuals using SAP Analytics Cloud/Tableau.
• Lead short-term forecasts and multi-year planning.
• Support Head of Analytics and Financial Planning as needed.
• Ensure policies and processes are updated and compliant.
• Coordinate with Risk, Compliance and Internal Audit on control issues.

Skills

Stakeholder management

Communication

Analytical thinking

Financial modelling

Independent working

Education

CA, CPA, or CFA; Bachelor of Business / Commerce (Accounting Major)

Tools

Excel (advanced financial modelling)

Tableau

SAP Analytics Cloud

Job description

Helia is Australia’s first Lenders Mortgage Insurance (LMI) provider, with more than 60 years of expertise in the Australian housing market. We exist to accelerate financial wellbeing through home ownership. Our mission is to deliver innovative, tailored solutions in partnership with our customers, making the home ownership journey simpler and more accessible. We do this through efficient, customer‑focused services powered by leading technology, data and digital solutions.

The Senior FP&A Analyst will work closely with and influence senior stakeholders, acting as a key business partner to provide advice and meaningful business analysis to the leadership team. This role provides key contributions to the analysis of business performance, forecasting and planning while ensuring results are communicated to stakeholders in a clear, timely and effective manner. The position also contributes to ad hoc projects and continuous improvement initiatives to enhance financial processes and business outcomes. This is a maximum term contract opportunity for 12 months.

Responsibilities

• Key business partner providing financial modelling and analytics, reporting and insight to key leaders in key forums, on key business drivers such as production (new insurance written / gross written premium) net incurred claims, capital and solvency and strategic initiatives / sensitivity and scenario analysis.
• Lead conversations and influence decision making by senior leaders as a result of modelling, reporting and analysis.
• Preparation and communication of timely, accurate and insightful monthly performance reports that highlight trends and sensitivities, based on standard monthly reporting packages and ad hoc analysis.
• Assist in developing metrics to better understand local business units and provide financial analysis and insight to business leaders required to assess performance.
• Help develop more insightful reporting and visualisations using tools such as SAP Analytics Cloud / Tableau to increase efficiency, accuracy and visibility within the planning and reporting processes.
• Lead the preparation of short‑term forecasts and multi‑year plans.
• Support the Head of Analytics and Financial Planning and be able to fill in or cover that role as required.
• Ensure that critical business policies, processes and procedures are regularly updated.
• Work closely with the Helia Risk, Compliance and Internal Audit teams on all internal control‑related matters, raising risk issues or incidents on a timely basis, co‑ordinate management responses and manage remedial actions.
• Adhere to the compliance obligations relevant to your position; perform your duties in an ethical, lawful and safe manner; undertake training as directed by the Compliance Leader; report and escalation concerns, issues and failures; and disclose potential conflicts of interest.

What You'll Bring

• CA, CPA, or CFA Bachelor of Business / Commerce (Accounting Major), or equivalent
• Minimum 5+ years’ experience in a relevant role, preferably within Insurance and/or Financial Services industry
• Strong commercial acumen, judgment and demonstrated strong performance, and a strong desire to learn about the business
• Excellent communication, interpersonal and stakeholder management skills
• Ability to develop relationships with team members, key stakeholders, and customers with a proactive attitude to resolve any issues
• Demonstrated ability to achieve results and focus on delivering outcomes with high level of accuracy and attention to detail.
• Is self‑motivated and capable of working independently;
• Highly tuned analytical skills and ability to communicate complex financial matters to non‑finance professionals;
• Proficient in Excel with advanced financial modelling skills;
• Demonstrates curiosity in business processes and analysis of data.

At Helia, we’re building a team focused on creating opportunities and brighter futures for our people. When you join Helia, you become part of an organisation that genuinely cares about what matters to you — whether that’s work‑life balance, flexible ways of working, wellbeing, or professional growth.

We offer a range of benefits and support designed to help you thrive both personally and professionally.

Helia is a place where you can grow, learn and make a meaningful impact.

We foster a collaborative and inclusive culture where innovation, continuous learning and cross‑functional teamwork are encouraged to deliver great customer outcomes.

Located in the heart of North Sydney, our office offers a vibrant workplace experience with some of Sydney’s best views.

We have a diverse business community: our people, our customers and communities are reflective of this and as an organisation we are committed to continually hiring a diverse workforce. We ensure our people always feel supported and we do this by our openness to flexible work options and our commitment to inclusion, regardless of career level, life‑stage, or experience.

Helia (formerly Genworth) has proudly played a pivotal role in the property market since 1965. As Australia’s first Lenders Mortgage Insurance (LMI) provider, we are a specialist in our field and are dedicated to leading the way for years to come.

For many Australians, owning your own home remains a lifetime aspiration, and we work with our customers and partners to help them achieve this dream at various stages of their home buying journey — whether they are looking to save for a deposit, purchase their first home, upgrade or manage retirement by unlocking equity in their home later in life.

We are reimagining the home ownership experience to get you there faster. Our purpose is to accelerate financial wellbeing through home ownership, now and for the future.