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About the Role
This role supports the CFO, Head of Investor Relations, and executive leadership team by delivering clear analysis, management reporting, and commercial insights to guide business strategy, forecasting, budgeting, and performance outcomes.
Responsibilities
- Drive the delivery of Board and management reporting, enhancing insights quality, accessibility, and usability.
- Support monthly profit forecast process and annual budget cycle, incorporating new business information and engaging stakeholders.
- Contribute to annual and quarterly external reporting requirements, including ASX announcements, verifying evidence.
- Generate data-driven insights to identify opportunities, risks, and trends, communicating recommendations proactively.
- Deliver sensitivity analysis, financial projections, and financial models to highlight potential risks, levers, and commercial impacts.
- Collaborate with the business to understand key drivers and ensure forecasts and budgets reflect performance trends.
- Support business strategy implementation by identifying success metrics and reporting on progress.
- Provide decision support for strategy analysis, cost-benefit analysis, ROI, external market insights, competitor analysis, and company-wide projects.
Requirements
- CA, CPA or CIMA qualification.
- 7+ years of financial services experience.
- Experience in management accounting, performance reporting, financial modelling, and financial analysis.
- Strong Excel modelling capability and experience with financial data, forecasts, budgets, and commercial drivers.
- Ability to produce clear, high-quality internal and external communications for senior audiences.
- Demonstrated experience working with senior executives and cross-functional stakeholders.
- Strong understanding of investment products, financial markets, and regulatory requirements.
- Superannuation or investments experience preferred.
- Proactive, questioning mindset, strong attention to detail, and ability to prioritize in a fast-paced environment.
Skills
- Analytical judgement
- Commercial insights
- Financial analysis
- Management reporting
- Forecasting
- Budgeting
- Financial modelling
- Excel modelling
- Data analysis
- Stakeholder engagement
- Communication
Location
- Australia
Work Type
- Hybrid
- Maximum-term contract
Experience Level
- Senior
- 7+ years
Education Level
- CA
- CPA
- CIMA
Benefits
- Hybrid work arrangements
- Wellbeing program
- 4 extra days of leave
- Purpose aligned volunteer days
- 20 days paid annual leave
- 3 additional paid days of annual leave between Christmas and New Year
About the Company
- Australian Ethical is a leading Australian super fund and ethical investment manager with over $14 billion in funds under management.
- They offer award-winning managed funds and superannuation products.
- Their purpose is to invest for a better world, aiming for solid financial returns and positive impact.
- They are a registered B Corp committed to an inclusive, equitable, and forward-thinking workplace culture.
Equal Opportunity
- Committed to being an equal opportunities employer.
- Never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.