Senior FP&A Analyst - Strategic Finance Partner (12m)

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, 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.