Join one of Australia’s most respected financial services and asset management firms and step into a pivotal role supporting strategic growth and performance across the Corporate division. This role offers the opportunity to work closely with senior stakeholders, develop deep commercial acumen, and play a key role in delivering critical financial insight and decision support.

You will collaborate across various corporate departments to deliver high-quality business partnering, financial modelling, and strategic planning support whilst managing key forecasting, planning, and performance reporting processes.

Key Responsibilities

• Provide commercial analysis and insights that support executive and board-level decision-making
• Lead the project management of forecasting, budgeting, and business planning cycles
• Collaborate on monthly close, actuals analysis, and performance commentary
• Develop financial models to assess competitiveness, pricing strategies, and profitability
• Identify continuous improvement opportunities and deliver high-impact ad hoc analysis

About you:

• CA/CPA qualified (or equivalent)
• Experience within the financial services sector—wealth management, financial advice, superannuation or investment management will be highly regarded
• Advanced Excel and Financial modelling and analytical capability
• Strong communication and stakeholder engagement skills, with the ability to influence senior leaders

This is a fantastic Business Partnering opportunity - if you tick the boxes above and this sounds like you, please click to apply or email your CV to [email protected]