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About the Role

Design, develop, and enhance Excel and VBA-based tools to improve efficiency, strengthen controls, and simplify day-to-day business processes. Collaborate with stakeholders to streamline workflows, automate tasks, and deliver practical solutions for financial and regulatory reporting, unit pricing, and distributions.

Responsibilities

• Design, develop, and enhance Excel and VBA-based business solutions.
• Provide ongoing support for existing tools, including troubleshooting, bug fixes, and enhancements.
• Work closely with business stakeholders to understand requirements and deliver fit-for-purpose solutions.
• Automate manual processes to improve efficiency and user experience.
• Document tool functionality, development changes, assumptions, and business processes.
• Assist users with data extraction, manipulation, and reporting requirements.
• Recommend and implement improvements to reports, models, tools, and processes.
• Provide guidance and training to end users where required.
• Ensure all tool development aligns with established control frameworks and governance standards.

Requirements

• Advanced Excel skills, including complex spreadsheet development.
• Strong VBA programming and troubleshooting experience.
• Experience developing business tools and process improvements.
• Basic SQL knowledge and query modification skills.
• Accounting, Finance or related qualification, or equivalent experience.
• Understanding of fund accounting or financial reporting principles.
• Strong analytical, problem-solving, and organisational skills.
• Excellent communication skills and the ability to build stakeholder relationships.
• Eligibility to work in Australia.
• Willingness to undertake police and basic credit checks.

Skills

• Excel
• VBA
• SQL
• Business Process Improvement
• Stakeholder Management
• Data Analysis
• Reporting

Location

• Sydney

Work Type

• Full-time
• Contract

Experience Level

• Senior

Education Level

• Accounting, Finance or related qualification, or equivalent experience

About the Company

• Insignia Financial is a company focused on providing financial services.

Equal Opportunity

• We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.