Strategic Finance & Reporting Senior Analyst

Lanson Partners; Sydney; Hybrid; AUD 65,000 - 86,000; Part time

Benefits offered by this job

NFP salary packaging

Meals and entertainment benefit

Flexible working options

Donor fund reporting support

Career and professional development

Job summary

HammondCare seeks a meticulous Financial Analyst to support the Foundation, Health and Innovation portfolios with finance, budgeting and forecasting." The role focuses on month-end processes, reporting, and strategic financial planning across multiple programs. You will partner with leaders to provide actionable insights and drive improvements.

Based in St Leonards with hybrid options, this permanent part-time role offers meaningful work in a not-for-profit setting and opportunities for

Qualifications

• 2-3 years practical experience in a similar corporate finance role.
• Tertiary qualification in accounting, finance, economics, business, or related discipline.
• CA/CPA qualified or working towards qualification.

Responsibilities

• Own month-end financial processes for HammondCare Foundation including journals, accruals and reporting.
• Prepare monthly management reports, variance analysis and commentary.
• Support budgeting, forecasting and financial planning across portfolios.
• Provide financial insights to aid operational and strategic decision making.
• Monitor financial performance and identify risks and opportunities.

Skills

Excel (Advanced)

Financial analysis

Stakeholder management

Communication

Analytical thinking

Problem solving

Independent worker

Education

Accounting/finance degree

CA/CPA qualified or in progress

Tools

Workday Adaptive Planning

Power BI

Power Query

Job description

HammondCare provides expert aged care, home care, dementia care and palliative care for older people, regardless of circumstances, beliefs, background or financial situation. We are led by our not-for-profit, Christian foundations and backed by research and clinical expertise.
When it comes to our people - those we serve and those who serve - we are committed to inclusion across race, culture, ethnicity, gender, sex, sexuality, religion and ability. In our innovative residences, our hospitals, or in client homes, we aim to set the global standard of relationship-based care for older people with complex needs.
We've been caring for people for over 90 years - so, if you love to care, join us, and make a career move that matters.

What we can offer you

We care about your wellbeing at HammondCare and as a result offer a wide range of health and lifestyle benefits including:

• NFP salary packaging ($15,900 tax free) plus meals and entertainment benefit (up to $2,650 tax free)
• Additional leave purchase options and 14 weeks paid parental leave(prorata)
• Flexible working options
• Discounts on everyday products and services
• Discounted healthcare memberships - access to network of fitness centres and pools for employees and families
• Free access to independent counselling support for employees and families
• Reward & Recognition programmes
• Career and professional development opportunities

About the role

The Financial Analyst provides financial and commercial support across HammondCare Foundation & Innovation, Healthcare & Hospitals and strategic capital development initiatives.

The role is responsible for the financial management of the HammondCare Foundation ($3M budgeted revenue), including month-end activities, reporting, budgeting, forecasting, analysis and process improvement. The role also supports strategic financial planning activities including business case development, financial modelling, investment analysis and executive reporting.

The role is instrumental in gathering data, planning, defining scope and executing projects. The role ensures business requirements are accurately captured from the outset and consistently aligned with project objectives and desired outcomes.

Permanent part-time role 3 days per week (22.8 hours) based at St Leonards with hybrid opportunities.

Key Responsibilities include

Foundation Finance Support

• Own month-end financial processes for HammondCare Foundation including journals, accruals and reporting.
• Prepare monthly management reports, variance analysis and commentary.
• Support the Head of Foundation with financial planning, budgeting and forecasting.
• Provide financial insight and analysis to assist operational and strategic decision making.
• Monitor financial performance and identify risks and opportunities.
• Support grant acquittals and donor fund reporting as required.
• Drive continuous improvement in Foundation finance processes and reporting.

Budgeting, Forecasting and Analysis

• Support coordination and preparation of annual budgets in WorkDay Adaptive Planning across Health and Foundation portfolios.
• Assist with rolling forecasts in WorkDay Adaptive Planning and long-term capital planning.
• Produce financial analysis, trend reporting and scenario modelling.
• Analyse data to provide meaningful insights into performance drivers and financial outcomes.
• Simplify complex information and translate technical jargon into clear language accessible to all team members.
• Leverage data insights to diagnose issues and develop effective solutions.
• Gather, validate, and document comprehensive business requirements.
• Model business processes to identify and capitalize on opportunities for improvement.

Reporting and Performance Insights

• Prepare KPI reporting across Health, Foundation and Innovation portfolios.
• Support health activity reporting including NWAU analysis and performance monitoring.
• Assist with ad hoc financial analysis and strategic projects.
• Support reporting requirements for key funding arrangements and strategic initiatives.

Stakeholder Management

• Develop strong working relationships with the Head of Foundation, capital team, business leaders and finance stakeholders.
• Act as a trusted financial adviser providing timely and accurate information.
• Present financial information in a clear and meaningful manner to both finance and non-finance stakeholders.

About You

• Commitment to engage and align with HammondCare’s Christian Mission, Motivation and Mission in Action.
• At least 2-3 year’s practical experience in a similar corporate role
• Tertiary qualification in accounting, finance, economics, business, or a related discipline.
• CA/CPA qualified or working towards qualification.
• Demonstrated experience in financial analysis, budgeting and forecasting.
• Strong financial modelling and advanced Excel skills.
• Experience preparing management reports and providing financial insights.
• High level analytical and problem-solving skills.
• Strong critical thinking and problem-solving capabilities.
• Strong communication and stakeholder management skills.
• Ability to work independently and manage competing priorities.
• Experience in healthcare, aged care or not-for-profit sectors.
• Experience supporting fundraising, grants or Foundation activities.
• Exposure to capital business case development and investment analysis.
• Experience with Workday Adaptive Planning.
• Experience with Power Query, Power BI or reporting automation tools.

Pre-Employment Checks

All short-listed applicants for these positions will be asked to consent to a criminal record check and reference checks.

HammondCare is committed to creating an inclusive workplace that promotes and values diversity and inclusion. We strive on creating an equal employment environment where everyone from any background can be themselves.