Senior Project Finance Partner

Australian Retirement Trust; Brisbane; Hybrid; AUD 140,000 - 210,000; Full time

Benefits offered by this job

14% super

Hybrid work model

Training & development

On-site facilities

Job summary

Australian Retirement Trust is seeking a Senior Project Finance Partner to provide financial oversight and strategic insight across major programs and projects. You will strengthen forecasting, expenditure reporting and benefits realisation while partnering with senior stakeholders to support sound decisions and improved business performance.

This highly visible role translates complex financial information into clear, actionable advice for Program Boards and Change Forums, contributing to

Qualifications

• Professional accounting qualification such as CA ANZ or CPA Australia or equivalent.
• Strong commercial acumen with track record in strategic planning outcomes.
• Advanced financial modelling, performance indicators and internal/external reporting practices.

Responsibilities

• Partner with leaders and project stakeholders to strengthen financial decision-making across strategic programs and projects.
• Prepare and present project financial insights, forecasts and performance updates to Program Boards and change forums.
• Provide oversight of project expenditure, budgeting, forecasting and financial controls.
• Consolidate and improve tracking of financial and non-financial benefits at program and project level.
• Lead uplift of benefits-driver analysis and develop supporting materials.
• Influence project teams to enable accurate monthly forecasting across programs of work.
• Develop financial models, scenario analysis, reporting and dashboards.
• Support preparation and review of business cases, investment proposals and benefits assessments.
• Deliver timely financial and management reporting and insights.
• Provide commercial advice to executives and senior stakeholders.
• Identify opportunities to improve business performance and financial management.

Skills

Commercial acumen

Advanced financial modelling

Excel

Power BI

Stakeholder engagement

Analytical thinking

Education

CA ANZ or CPA Australia

Tools

Power BI

Excel

Job description

Take hold of a monster opportunity and join Australian Retirement Trust as our Senior Project Finance Partner. You'll provide financial oversight and strategic insight across major programs and projects, strengthening forecasting, expenditure reporting and benefits realisation while partnering with senior stakeholders to support sound decisions and better business performance.

Description
We're all about helping our members make the most of their money. And while they go after their goals, you can too. As a Senior Project Finance Partner, you'll help strengthen the financial management of programs and projects across Australian Retirement Trust's portfolio. Reporting to the Manager Commercial Finance Projects, you'll partner with stakeholders across the organisation to improve the way project costs, forecasts and benefits are understood, managed and reported. Your commercial insight will support informed decision-making, effective financial controls and the successful delivery of strategic outcomes.

This is a highly visible role where you'll translate complex financial and operational information into clear, actionable advice. You'll prepare insights for Program Boards, Steering Committees and Change Forums, contribute to business cases and investment decisions, and help improve financial literacy across the organisation.

This role is available as a 12-month max-term opportuninty and can be based in Brisbane or Melbourne.

Responsibilities
Day to day, you'll:

• Partner with leaders and project stakeholders to strengthen financial decision-making across strategic programs and projects.
• Prepare and present project financial insights, forecasts and performance updates to Program Boards, steering committees and change forums.
• Provide oversight of project expenditure, budgeting, forecasting and financial controls.
• Consolidate, review and improve the tracking of financial and non-financial benefits at program and project level.
• Lead the uplift of benefits-driver analysis, including facilitating workshops and developing practical, consistent supporting materials.
• Influence project teams and leaders to support accurate and timely monthly forecasting across programs of work.
• Develop financial models, scenario analysis, reporting and dashboards that turn complex information into actionable insights.
• Support the preparation and review of business cases, investment proposals and benefits assessments.
• Deliver timely financial and management reporting, including business metrics, trend analysis and performance insights.
• Provide thought leadership and commercial advice to executives and senior stakeholders.
• Identify opportunities to improve business performance, financial management and the delivery of strategic outcomes.

Qualifications
It goes without saying you'll be a great communicator with top notch interpersonal skills. We'll also expect you to pick up problems and come up with quick, creative ways to solve them. It's quite likely you tick some of the following boxes too:

You hold a professional accounting qualification such as CA ANZ, CPA Australia or an equivalent recognised qualification.

• Your background includes substantial finance experience within financial services or another large, highly regulated environment.
• You'll bring strong commercial acumen and experience contributing to clear, aligned strategic planning outcomes.
• You're highly capable in advanced financial modelling, including performance indicators, benchmarks and internal and external reporting practices.
• You have advanced Excel skills and experience using business intelligence tools such as Power BI.
• Your experience includes analysing complex data and translating it into meaningful, practical and actionable business insights.
• You'll have supported project budgeting, forecasting, expenditure reporting, business cases or benefits realisation within a complex organisation.
• You're comfortable preparing financial and non-financial reporting for executives, senior stakeholders, governance forums or regulatory bodies.
• You can bring together stakeholders from different parts of an organisation to achieve a cohesive outcome.

About us
Our 2.4 million members trust us to take care of around $375 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you'll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.
Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities.

We don't want to leave you with a monstrous wait. So, you'll hear from us after the closing date to find out whether you've made it through to the next round or not. Being fair and up-front is important to us - and recruitment is no different.

Why join us
Bring your potential to Australian Retirement Trust and unleash our monster possibilities:

• You'll get 14% super as standard, to help your future come alive.
• Build a career to be proud of through excellent training and development opportunities.
• Balance your work between in-person days at our purpose-built hubs and working from home.
• In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.

We use technology, including artificial intelligence (AI), to support parts of our recruitment process - such as reviewing applications, supporting screening interviews, reference checking, and matching skills to roles. All final hiring decisions are made by people.