Reporting to the GM FP&A, the Finance Analyst – FP&A plays a key role in providing strategic financial analysis and reporting to the Executive Leadership Team, Board, and Investors. You will be responsible for financial modelling, business performance reporting, and preparing insights that inform decision-making at the highest levels.
Key Responsibilities:
- Develop and maintain financial models to support the five-year business plan
- Prepare Board reports on KPIs and performance metrics
- Support investor and analyst communications with key financial insights
- Deliver regular corporate-level financial reports, highlighting trends and strategic implications
- · Ensure compliance with legislative, company, and risk management policies
- Act as a senior team member, contributing to a strong team culture and overall success
- Support colleagues, fostering collaboration and knowledge-sharing
What You’ll Need to Succeed
- Experience as a Financial Analyst, ideally within financial services or a related industry
- CA and/or CPA qualification, with significant post-qualified experience
- Strong analytical skills and the ability to provide data-driven recommendations
- Excellent communication skills – confident in engaging with stakeholders at all levels
- A proactive, solutions-focused approach with the ability to manage competing priorities
What we offer:
- A warm, open, and supportive culture.
- An attractive remuneration package, including reward and recognition programs.
- An employee wellness program, including discounted health insurance and an employee assistance program.
- A workplace volunteering and giving program to enable you to help others in the community.
- We are proud to be part of the Top 30 Best Workplaces to Giveback 2024.
- Discounted tax and estate planning services.
- 16 weeks paid parental leave for the primary carer.
- Great central CBD location, Modern office fit-out and end-of-trip facilities.
- Flexible/Hybrid working environment.
About us - Trusted since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
Equity Trustees is over 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
What We Do
Equity Trustees is Australia's leading specialist trustee company. It was established in 1888 by an Act of Victorian Parliament for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth.
As well as providing traditional trustee services, Equity Trustees offers a comprehensive range of products and services for personal and corporate clients aimed at protecting, managing and growing wealth. We are a publicly listed company on the Australian Stock Exchange (EQT), and have offices in Melbourne, Bendigo, Sydney, Brisbane, Perth and London
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