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About the Role

Turn data into insights, shape strategy, and drive better outcomes. This role partners with senior leaders to transform complex data into meaningful insights, enhance reporting through automation, and improve business performance and execution.

Responsibilities

• Partner with senior leaders to deliver business performance reporting and strategic insights across the Advice & Customer business.
• Design, build and continuously improve automated reporting solutions using Power BI and advanced Excel.
• Develop high-quality management and Board reporting that supports informed and timely decision-making.
• Analyse business performance, identify trends, risks and opportunities, and provide actionable recommendations.
• Support annual and quarterly business planning through forecasting, scenario modelling and performance analysis.
• Work closely with stakeholders to understand reporting requirements and measure strategic initiative effectiveness.
• Identify opportunities to improve reporting processes, data quality and operational efficiency.
• Produce ad hoc analysis and insights to support key business initiatives and executive requests.
• Present findings and recommendations to senior leaders with clarity and confidence.
• Champion a data-driven culture by promoting evidence-based decision making across the business.

Requirements

• 5+ years' experience in business performance, commercial insights, strategy, business management or a similar analytical role.
• Tertiary qualifications in Business, Commerce, Finance, Analytics or a related discipline (or equivalent experience).
• Strong analytical and commercial problem-solving capability within a complex corporate or consulting environment.
• Advanced Power BI and Excel skills, with experience developing dashboards, reports and financial or operational models.
• Experience preparing executive and Board-level reporting.
• Strong commercial acumen with the ability to interpret financial and operational performance metrics.
• Excellent communication and stakeholder management skills, with the ability to simplify complex information for different audiences.
• Experience within financial services or superannuation will be highly regarded.
• Previous Business Management experience is advantageous but not essential.
• Applicants will be required to provide evidence of their eligibility to work in Australia.
• Applicants will be required to undertake police and basic credit checks as a condition of employment.

Skills

• Power BI
• Advanced Excel
• Data analysis
• Reporting
• Financial modelling
• Operational modelling
• Stakeholder management
• Commercial acumen

Location

• Australia

Work Type

• Full-time

Experience Level

• 5+ years

Education Level

• Tertiary qualifications in Business, Commerce, Finance, Analytics or a related discipline (or equivalent experience)

About the Company

• Insignia Financial is committed to turning data into insights, shaping strategy, and driving better outcomes.

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.