Finance Analyst

Assemble; Auckland; On-site; NZD 110,000 - 140,000; Full time

Job summary

Assemble Group (New Zealand) is seeking a Finance professional to provide financial management and analysis across a portfolio of property funds. The role partners with asset management, transactions, treasury, tax, and development teams on existing funds as well as acquisitions and new fund launches.

You will prepare monthly management accounts, lead budgets, build scenario models, and support five-year strategic reviews while supporting investor reporting and external audits.

Qualifications

• Commerce or Business degree majoring in accounting or finance.
• CA, CPA or equivalent membership.

Responsibilities

• Prepare monthly management accounts with variance analysis and commentary.
• Lead annual budgets and reforecasts with fund and asset managers, and keep live cash flows current to guide distribution profiles.
• Build scenario models and stress tests, and support five-year strategic reviews for each asset.
• Prepare feasibilities for acquisitions and divestments, and prospective financial information for capital raising and PDSs.
• Monitor covenants, liquidity and interest rate exposure, support refinancing and swaps, and prepare treasury reporting.
• Support the year-end process, annual reports and audits alongside the fund accountants.
• Prepare Board and management reporting, and contribute to investor reporting and presentations.
• Carry out tenant financial due diligence and manage relationships with outsourced service providers.

Skills

Budgets & Forecasts

Financial Modelling

Excel

Communication (non-finance)

Problem Solving

Education

CA/CPA or equivalent

Job description

About the company

Join a well-established property funds manager with a diverse portfolio of single and multi-asset property funds. The New Zealand business is close-knit, so you’ll work alongside everyone from senior leadership through to the operations team.

The role

Reporting to the Finance Manager, you’ll provide financial management and analysis across a portfolio of property funds. It’s a genuine business partnering role, working with the asset management, transactions, treasury, tax and development teams on the existing portfolio as well as acquisitions, divestments and new fund launches.

Key responsibilities

• Prepare monthly management accounts with variance analysis and commentary
• Lead annual budgets and reforecasts with fund and asset managers, and keep live cash flows current to guide distribution profiles
• Build scenario models and stress tests, and support five-year strategic reviews for each asset
• Prepare feasibilities for acquisitions and divestments, and prospective financial information for capital raising and PDSs
• Monitor covenants, liquidity and interest rate exposure, support refinancing and swaps, and prepare treasury reporting
• Support the year-end process, annual reports and audits alongside the fund accountants
• Prepare Board and management reporting, and contribute to investor reporting and presentations
• Carry out tenant financial due diligence and manage relationships with outsourced service providers

Skills and experience

• Commerce or Business degree majoring in accounting or finance
• CA, CPA or equivalent membership
• 3+ years in accounting or finance; a mix of professional services and corporate experience is ideal
• Strong budgeting, forecasting and modelling skills, with intermediate Excel or better
• The ability to explain financial concepts clearly to non-finance stakeholders
• Curiosity and initiative: you dig into the numbers and solve problems without a template to follow

What’s in it for you

Few analyst positions cover management reporting, treasury, capital raising support and transactions in one seat. You’ll sit close to decision-makers, see how property funds are built and managed end to end, and develop the commercial and technical skills that lead to FP&A or Finance Manager roles. It’s a strong next step for an accountant ready to move into a more forward-looking role.