Senior Reporting Analyst

Intuitive Recruitment; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

Intuitive Recruitment is seeking a commercially minded Finance Analyst to join a growing finance team in Sydney. You will deliver monthly, quarterly, and annual reporting, analyse performance against forecasts, and provide insights to drive strategic decisions.

This role partners with stakeholders across the business to optimise commercial outcomes. The ideal candidate has 3-7 years in financial services or banking, strong Excel skills, and experience with ERP systems.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a related discipline.
• CA, CPA, or CFA qualification (or working towards completion) highly regarded.
• 3-7 years' experience in financial analysis, management reporting, FP&A, or finance business partnering within financial services or banking.
• Strong understanding of financial reporting, budgeting, forecasting, and performance analysis.
• Advanced Excel and financial modelling skills.
• Experience with reporting and ERP systems such as SAP, Oracle, Hyperion, Axiom
• Strong data analysis and problem-solving capabilities.
• Commercial Acumen: Ability to interpret financial results and provide meaningful business insights.
• Analytical Thinking: Strong financial modelling, forecasting, and problem-solving skills.
• Stakeholder Management: Ability to build relationships and influence stakeholders across the business.
• Communication Skills: Capable of presenting complex financial information in a clear and concise manner.
• Attention to Detail: High levels of accuracy and data integrity.
• Continuous Improvement Mindset: Proactive approach to improving reporting processes and operational efficiency.

Responsibilities

• Deliver monthly, quarterly, and annual financial reporting and performance analysis.
• Analyse financial results against budget, forecast, and prior periods, identifying key trends and drivers.
• Prepare management reporting packs and provide insights to support strategic decision-making.
• Partner with business stakeholders to understand performance outcomes and identify opportunities for improvement.
• Develop financial models and scenario analysis to support business initiatives and investment decisions.
• Support the annual budgeting and periodic forecasting processes.
• Maintain and enhance financial models used for forecasting and business planning.
• Monitor performance against key financial metrics and KPIs.
• Assist in evaluating the financial impact of new products, projects, and strategic initiatives.
• Support regulatory and financial reporting requirements including IFRS and industry standards.
• Contribute to board papers, management reports, and regulatory submissions.
• Provide analytical support for financial statement reviews and reporting deliverables.
• Partner with finance and business teams on strategic and regulatory projects.
• Identify opportunities to improve reporting efficiency, automation, and data quality.
• Support system enhancements, reporting initiatives, and process optimisation activities.
• Assist with the implementation of new reporting frameworks and financial controls.

Skills

Commercial Acumen

Analytical Thinking

Stakeholder Management

Communication Skills

Attention to Detail

Continuous Improvement Mindset

Education

Bachelor’s degree in Accounting, Finance, Economics, or related discipline

CA, CPA, or CFA qualification (or working towards completion)

Tools

Excel

SAP

Oracle

Hyperion

Axiom

Job description

We are seeking a commercially minded and analytical Finance Analyst to join a growing finance team. This role offers the opportunity to partner with key stakeholders across the business, providing meaningful financial insights, performance analysis, and decision-support to drive strategic outcomes.

The successful candidate will have strong financial services experience, excellent analytical capabilities, and the ability to translate complex financial information into actionable business insights. This is an ideal opportunity for a finance professional looking to combine technical financial knowledge with commercial analysis and business partnering responsibilities.

Key Responsibilities

Financial Analysis & Business Performance

• Deliver monthly, quarterly, and annual financial reporting and performance analysis.
• Analyse financial results against budget, forecast, and prior periods, identifying key trends and drivers.
• Prepare management reporting packs and provide insights to support strategic decision-making.
• Partner with business stakeholders to understand performance outcomes and identify opportunities for improvement.
• Develop financial models and scenario analysis to support business initiatives and investment decisions.

Budgeting, Forecasting & Planning

• Support the annual budgeting and periodic forecasting processes.
• Maintain and enhance financial models used for forecasting and business planning.
• Monitor performance against key financial metrics and KPIs.
• Assist in evaluating the financial impact of new products, projects, and strategic initiatives.

Regulatory & Financial Reporting

• Support the preparation and review of regulatory and financial reporting requirements.
• Assist in ensuring compliance with IFRS and industry reporting standards.
• Contribute to the preparation of board papers, management reports, and regulatory submissions.
• Provide analytical support for financial statement reviews and reporting deliverables.

Projects & Process Improvement

• Partner with finance and business teams on strategic and regulatory projects.
• Identify opportunities to improve reporting efficiency, automation, and data quality.
• Support system enhancements, reporting initiatives, and process optimisation activities.
• Assist with the implementation of new reporting frameworks and financial controls.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a related discipline.
• CA, CPA, or CFA qualification (or working towards completion) highly regarded.
• 3-7 years' experience in financial analysis, management reporting, FP&A, or finance business partnering within financial services or banking.
• Strong understanding of financial reporting, budgeting, forecasting, and performance analysis.
• Advanced Excel and financial modelling skills.
• Experience with reporting and ERP systems such as SAP, Oracle, Hyperion, Axiom
• Strong data analysis and problem-solving capabilities.
• Commercial Acumen: Ability to interpret financial results and provide meaningful business insights.
• Analytical Thinking: Strong financial modelling, forecasting, and problem-solving skills.
• Stakeholder Management: Ability to build relationships and influence stakeholders across the business.
• Communication Skills: Capable of presenting complex financial information in a clear and concise manner.
• Attention to Detail: High levels of accuracy and data integrity.
• Continuous Improvement Mindset: Proactive approach to improving reporting processes and operational efficiency.