Senior Financial Analyst

Southern Cross Travel Insurance; Auckland; Hybrid; NZD 100,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Wellbeing leave

Hybrid work

Job summary

Southern Cross Travel Insurance (SCTI) Auckland is seeking a hands-on financial analyst to own core management reporting and performance analysis, enabling leaders to understand what drives results and make informed decisions for the future.

You will join a high-performing finance team, develop Power BI reports, support planning and forecasting, and build robust financial models for scenario analysis and investment evaluation.

Qualifications

• Bachelor's degree in accounting, Commerce, Finance or similar field.
• Qualified CA/CPA/ACCA/CIMA or equivalent.

Responsibilities

• Deliver accurate month-end management reporting and performance analysis to support decisions.
• Build and enhance Power BI reports and dashboards from scratch.
• Support annual planning, budgeting and forecasting with ongoing monitoring against plan.
• Develop financial models and scenario analysis for business cases and investments.
• Identify financial risks and opportunities and explain them to non-financial stakeholders.
• Collaborate with Finance and cross-functional teams to improve reporting and data quality.

Skills

Financial modelling

Budgeting & forecasting

Communication

Analytical mindset

Education

CA/CPA/ACCA/CIMA

Tools

Power BI

Excel

SAP

Solver

BI360

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Southern Cross Travel Insurance – Auckland, North Island

At Southern Cross Travel Insurance (SCTI), we’ve got your back in the moments that matter. We are part of the Southern Cross group of brands which all focus on wellbeing. This means we support our people to do and be their best every day.

SCTI is proud to be the market leader in New Zealand and growing in Australia, and we’re just getting started. Travel is changing, and so are our customers’ needs. That’s why we’re here with real care, reassurance, and smart solutions to keep people moving confidently. We’re travellers at heart, and we bring that spirit into everything we do - innovating, improving, and going further together.

Our culture is inclusive and values driven. We empower our people to make decisions, share ideas, and succeed. When you join SCTI, you’re joining a team that’s passionate about creating extraordinary outcomes for our customers and for each other.

About the role

This is a hands-on financial analysis role with real visibility across the business. You'll own core management reporting and performance analysis, helping leaders understand what’s driving performance and make better decisions for the future.

It's an excellent opportunity for a qualified accountant looking to broaden their commercial exposure and take the next step toward Finance Business Partnering. You'll work closely with a high-performing Finance team, building insights that support decision-making while gaining valuable experience across planning, forecasting, performance reporting and business partnering.

Key responsibilities

• Deliver accurate and timely month-end management reporting, performance monitoring and financial analysis to support business decision-making.
• Build, maintain and continuously improve Power BI reports and dashboards from the ground up, enhancing reporting capability and business insight
• Support annual business planning, budgeting and forecasting, including ongoing monitoring of performance against plan.
• Support business case development and investment analysis by developing financial models and scenario analysis.
• Identify financial risks, opportunities and performance drivers, and explain them clearly to non-financial stakeholders.
• Partner with Finance and teams across SCTI to improve financial reporting, data quality, business understanding and performance outcome
• Support sound financial governance, external reporting and audit requirements when needed.
• Drive continuous improvement of financial processes, reporting, data quality and business intelligence capabilities, including Power BI and AI-enabled tools.

About you

You’ll be a curious and capable finance professional who enjoys getting beneath the numbers and finding a smarter way forward. You’re ready to step up, keep learning and build trusted relationships across the business.

• A bachelor’s degree in accounting, Commerce, Finance or a similar field, plus CA, CPA, ACCA, CIMA or equivalent qualification.
• Relevant experience across management accounting, financial analysis and/or financial accounting, ideally around five years.
• Strong financial modelling skills, including budgeting, forecasting and scenario analysis.
• Hands-on Power BI capability, with experience developing and maintaining reports and dashboards.
• Advanced Excel skills and confidence using modern financial planning and performance reporting tools.
• Clear communication skills, with the ability to translate financial information for different audiences.
• An inquisitive mindset, attention to detail and the confidence to ask why, challenge constructively and improve how work gets done.
• Insurance experience or exposure to SAP, Solver, BI360 or AI-enabled analysis tools would be useful but is not essential.

If you don’t meet every point but can see yourself succeeding in this role, we’d still like to hear from you.

Why you’ll love working with us

We believe work should fit around life, not the other way around. When you join SCTI, you’ll enjoy perks that make a real difference for you and your whānau:

• Health and wellbeing first - fully subsidised medical insurance for you and your immediate family
• Travel and pet perks - discounted travel and pet insurance, plus special deals for your whānau
• Family-friendly benefits - extra parental leave benefits when it matters most
• Peace of mind - life and terminal illness insurance
• Time for you - five days of wellbeing leave every year, plus the option to buy extra flexi-leave
• Flexibility that works - hybrid working options so you can work from home part of the week

Our commitment to diversity

Just like the places our customers travel to, our people are wonderfully diverse. We’re committed to creating an inclusive culture where every voice is heard and every perspective is valued. Applications are welcome from individuals of all backgrounds, experiences, and walks of life.

Applicants for this position must meet legal requirements to work in New Zealand.