Financial Planning and Analysis

• Prepare and maintain quarterly Investment Portfolio Reports (IPRs).
• Prepare and maintain half year and full year investor presentations.
• Contribute to Investor Day planning, content and delivery.
• Produce and maintain the monthly CEO report.
• Generate and maintain fund investor reports including fund level metrics.
• Expand and maintain attribution models for fund reporting.
• Generate and maintain insurance and co funder reports.
• Respond to fund investor reporting queries.
• Maintain Datasite (data room) structure, access, and controls.
• Prepare board papers and reporting packs for fund board meetings.
• Maintain LP specific reporting requirements and update LP register accordingly.
• Perform P caps checks by reconciling SS&C reports to internal fund reports.
• Maintain strong working knowledge of SS&C reporting outputs and controls.
• Maintain the Master Portfolio File and portfolio level metric accuracy.
• Maintain vintage reporting methodologies and outputs.
• Support fund capital raises with metrics, reporting packs, and Q&A responses.
• Proactively identify process and system improvements to enhance efficiency, quality, and innovation.
• Adopt new tools and ways of working quickly and effectively.
• Support team and wider business transformation and efficiency initiatives.

FP&A Analyst

• Use financial analysis, credit & liquidity analysis, and data management skills to collect and analyse financial statements
• Provide recommendations and prepare evidence based assessment reports for customers on organizations tendering for contracts
• Prepare evidence based reports that identify key issues and insights and make recommendations
• Build rapport with external senior stakeholders in the Government and Private sectors to obtain key information

Financial Viability Analyst

• Use your accounting knowledge and data management skills to process financial statement data accurately.
• Analyse financial statements to provide recommendations and prepare evidence-based assessment reports for customers.
• Assess counterparty risks within Equifax’s established risk framework to arrive at assessment outcomes.
• Utilize financial literacy and numeracy skills to identify key issues and insights in financial reporting.
• Prepare detailed reports and presentations that effectively communicate findings and recommendations.
• Build rapport with external senior stakeholders in the Government and Private sectors to obtain required financial information.
• Manage assessment scope and address additional queries from stakeholders regarding financial requirements.
• Meet specific deadlines and performance targets through effective time management and prioritization.
• Demonstrate multitasking abilities to handle varied workloads in a fast-paced environment.
• Keep abreast of industry developments, macro-economic environments, and market challenges to inform your analysis.

• Lead day to day investment activity in Australia
• Coordinate across teams
• Conduct investment analysis
• Formulate recommendations to Managing Director on equity capital allocation
• Assess value and risk management
• Develop strong relationships with stakeholders
• Execute funding strategy for Japan
• Monitor and measure returns on investments
• Facilitate communication across teams

Senior Investment Manager

• Partner with key stakeholders across Sales, Operations, and Other Departments to deliver accurate forecasts and support financial planning
• Financial performance analysis, including but not limited to revenue, margin drivers analysis and OPEX control.
• Identify trends, risks, and opportunities in financial data, and translate insights into clear, actionable recommendations
• Support and enhance budgeting, forecasting, and month-end reporting processes by working closely with the Financial Operations and Reporting team.
• Work with cross-functional partners to resolve data and operational issues, while also contributing to long-term process improvements
• Help drive automation, improve FP&A tooling, and processes to enhance the speed and accuracy of reporting
• Contribute to the investor, board and internal MBR reporting process

• Finance leadership: end-to-end ownership of financial strategy, planning, control, reporting, treasury, tax, audit and compliance.
• Company Secretary: board governance, statutory compliance, minutes, registers and ASIC obligations.
• Legal oversight: manage the legal function in partnership with external counsel across contracts, commercial agreements, employment and IP matters.
• Planning and forecasting: build the financial model from the ground up, move the business from billing-based to net revenue, and own gross margin forecasting, OPEX discipline and EBITDA protection.
• Executive reporting: design and build the reporting suite for the board, executive, lenders and Quarterly Business Reviews. None of it exists in its final form today. That is the point.
• AI-native operations: build AI into modelling, forecasting, reporting and workflow design as the default, not the add-on.
• Team leadership: design the finance team structure, appoint the permanent Financial Controller, and lead the onshore and offshore team.
• Commercial partnership: partner with the CEO and executive on pricing, deal structure, capital allocation and hiring decisions.

Chief Financial Officer

• work with a high-performing group of lawyers on a mix of banking and finance transactional work and financial services regulatory work.
• advise corporate and institutional lenders and borrowers on various debt arrangements.
• work across all clients and with all of the Partners, who are all approachable, genuine and experts in their field.

Solicitor – Banking & Finance Transactions, Financial Services Regulatory

• Build and manage a high-performing asset finance portfolio across consumer and commercial lending
• Mentor and support developing brokers within the Brisbane team
• Structure and submit finance applications across a broad lender panel
• Manage client relationships from enquiry through to settlement
• Support the growth and development of the Brisbane office

Lead Asset Finance Broker – Team Lead

• Manage a portfolio of customers who are in arrears via inbound/outbound calling and emails
• Ensure collections activities are performed in line with NCCP, Privacy Act, debt collections guidelines, credit reporting framework, and within relevant internal policies and guidelines
• Effectively communicate and build rapport with customers, assisting them in getting their loans back on track
• Support customers who wish to pay out their loan, amend account details, and set up payment arrangements
• Liaise with our external partners or third parties to ensure we are supporting Wisr customers
• Set up and manage payment arrangements
• Assess hardship applications and manage existing hardship loans
• Coordinate the issuance of default and legal notices
• Ad hoc activities as required

Financial Assistance Officer – Case Management

• Define and own Airwallex’s financial market’s product strategy, solution design, roadmap, and delivery plans.
• Lead, mentor and develop a team of high performing product managers.
• Partner closely with engineering and design teams to build high‑quality, scalable features and user experiences across web and mobile, driving clarity on requirements, trade‑offs and timelines.
• Collaborate closely with commercial, marketing, legal and finance teams to navigate regulatory and operational complexity while delivering simple, easy‑to‑use products for our clients. Deeply understand user needs, target markets, and the competitive landscape; leverage customer and partner feedback to inform strategy and prioritization.
• Manage difficult tradeoffs between long-term product vision and near-term growth, adapting quickly within a highly data-driven, fast-paced environment.
• Lead the extension of financial markets into new verticals and use cases, validating opportunities and taking new propositions from concept to launch.
• Monitor product performance, drive continuous operational improvement, and remain ahead of industry trends in finance, payments, and technology.

Product Director, Financial Markets – Financial Platform

• Build and nurture client relationships
• Assess and submit finance applications
• Provide end-to-end financial solutions
• Deliver standout service and fast outcomes

Asset Finance Broker

• Cover and maintain a portfolio of credit ratings for financial institutions and international public finance issuers in Australia and New Zealand, with opportunities to broaden expertise into other asset classes over time
• Collect and analyze economic and financial data, conduct research, and maintain models and databases while demonstrating strong analytical perspective and curiosity
• Work closely with senior analysts to prepare materials for rating committees and publications, ensuring timely dissemination of ratings while building relationships with peers across teams and functions
• Confidently engage with senior executives and deliver exceptional service to internal and external stakeholders, leveraging strong communication skills to integrate and communicate complex information
• Contribute to industry research, participate in internal projects and working groups, and drive process improvements to achieve team objectives while taking initiative to enhance operational efficiency

Rating Analyst, Senior Analyst – Financial Institutions and International Public Finance

• Take full ownership of the day-to-day operation, configuration and integrity of 3E and related systems
• Ensure systems support firm-wide pricing, billing, matter management and revenue processes
• Oversee e-billing platforms and client portals, ensuring compliance and smooth submission
• Maintain strong controls around data accuracy, financial integrity and system balancing
• Lead system upgrades, enhancements, integrations, and UAT planning and execution, partnering closely with IT to deliver changes
• Drive financial and management reporting (3E, SSRS, Power BI) to support decision-making
• Identify and implement process improvements and system enhancements
• Support governance, audits and risk frameworks through robust system controls and documentation
• Provide leadership across finance systems resources and act as a trusted adviser to the CFO and Finance leadership team
• Partner with a wide range of stakeholders including CFO & Finance leadership, IT, PMO, Partners, Legal teams and Business Services, as well as external vendors.

Finance Systems Manager

• Maintain CBA’s FAR framework, which includes a policy, procedures, templates, training and guidance materials, and other resources
• Assist with CBA’s FAR notifications relating to the registration/de-registration of Accountable Persons, and updates to Accountability Statements and the Accountability Map
• Establish and maintain excellent working relationships with key stakeholders
• Coordinate and/or deliver FAR training to CBA’s Accountable Persons and other senior stakeholders
• Conduct reviews of Accountable Persons’ frameworks for complying with the FAR
• Provide considered and pragmatic advice and guidance to CBA’s Accountable Persons and their teams on the FAR and CBA’s FAR framework
• Promote accountability in line with CBA’s values, including through supporting a deep understanding of accountability across the CBA Group
• Manage the identification, triage and escalation of potential breaches of the FAR accountability obligations and engagement with senior stakeholders and Legal as needed
• Contribute to ART’s management of its risks, including its controls and compliance arrangements
• Help shape and implement the ART and SpeakUP team strategy
• Contribute to an engaged and inclusive culture within ART and the SpeakUP team, and Legal and Group Secretariat more broadly

Executive Manager, Financial Accountability

• Lead the technical strategy, architecture, and engineering standards across Finance and Risk technology platforms
• Define and own the target architecture for Finance & Risk platforms
• Ensure alignment with CBA enterprise architecture and platform standards
• Create best practices for high availability and operational resilience
• Provide technical leadership across multiple engineering teams

Chief Engineer – Finance and Risk Technology

• Cover and maintain a portfolio of credit ratings for financial institutions and international public finance issuers in Australia and New Zealand, with opportunities to broaden expertise into other asset classes over time.
• Collect and analyze economic and financial data, conduct research, and maintain models and databases while demonstrating strong analytical perspective and curiosity.
• Work closely with senior analysts to prepare materials for rating committees and publications, ensuring timely dissemination of ratings while building relationships with peers across teams and functions.
• Confidently engage with senior executives and deliver exceptional service to internal and external stakeholders, leveraging strong communication skills to integrate and communicate complex information.
• Contribute to industry research, participate in internal projects and working groups, and drive process improvements to achieve team objectives while taking initiative to enhance operational efficiency.

Rating Analyst, Senior Analyst – Financial Institutions, International Public Finance Ratings Team

• Oversee a small, high-performing team of management accountants, data analysts, and finance officers
• Deliver end-to-end management of finance activities across our Northside, Toowoomba, and Brisbane private hospitals
• Provide timely, objective advice to the CFO and QLD Executive Team on financial matters
• Manage month-end financial reporting and prepare annual budgets
• Lead the development and review of business cases and capital projects
• Identify and lead financial efficiency initiatives
• Manage and mentor a small team, fostering a high-performance culture

Finance Manager

• Deliver accurate and timely financial results on a monthly basis for the Australian business, encompassing our DTC business as well as our retail stores, B2B and other channels.
• Prepare monthly balance sheet reconciliations to a high audit-ready standard, in line with Group accounting policies.
• Act as a point of contact for our external auditors at half-year and year-end, supporting a reduction in audit days.
• Drive month-end close acceleration - redesigning the close calendar, reconciliations and workpaper standards so we report faster and more accurately.
• Re-engineer finance processes using AI, automation and our systems stack (NetSuite + connected tooling), identifying where agents, scripts or workflow tools can replace manual effort and strengthen controls.
• Support Australian tax and statutory compliance (BAS, FBT, income tax and other ATO obligations) in partnership with the Finance Manager (AU).

Senior Financial Accountant

• Own the build agenda within the Embedded Finance squad, driving focus toward the financial moments that matter most to partners and customers.
• Develop and sustain an ongoing, data-driven understanding of how partners and customers transfer and handle money — revealing obstacles, risks, and unaddressed needs that guide squad priorities.
• Map and build end-to-end financial experiences across MYOB Acumatica and the third-party capabilities it connects to, ensuring coherence and real customer value.
• Build onboarding, activation, and value moments that turn coordinated financial capabilities into adopted ones, contributing directly to revenue and growth goals.
• Bring external financial services providers into the build process from inception, working alongside the Mid-Market Partnership Manager to compose coordinated experiences as joint build problems.
• Incorporate AI within the creative workflow — synthesizing research, generating concepts, and developing working prototypes — so the squad can pursue more research and investigate more options.
• Contribute to the broader build team through peer review, shared standards, and a collective understanding of the partner and customer landscape.

Senior Designer – Embedded Finance

• Develop how financial features are built into the Acumatica experience
• Own the agenda within the Embedded Finance squad
• Develop ongoing, data-driven understanding of how partners and customers handle money
• Map and build end-to-end financial experiences across MYOB Acumatica and third-party capabilities
• Build onboarding, activation, and value moments to drive adoption
• Work with external financial services providers from inception
• Incorporate AI within the creative workflow and develop working prototypes
• Contribute to the broader build team through peer review and shared standards

See all jobs on JobTailor

FP&A Analyst

Financial Viability Analyst

Financial Viability Analyst

Senior Investment Manager

FP&A Analyst

Chief Financial Officer

Solicitor – Banking & Finance Transactions, Financial Services Regulatory

Lead Asset Finance Broker – Team Lead

Financial Assistance Officer – Case Management

Product Director, Financial Markets – Financial Platform

Asset Finance Broker

Rating Analyst, Senior Analyst – Financial Institutions and International Public Finance

Finance Systems Manager

Executive Manager, Financial Accountability

Chief Engineer – Finance and Risk Technology

Rating Analyst, Senior Analyst – Financial Institutions, International Public Finance Ratings Team

Finance Manager

Senior Financial Accountant

Senior Designer – Embedded Finance

Senior Designer – Embedded Finance