Financial Analyst

See yourself being part of a large, transformational change? This could be the role for you!

At Iress, we make things happen 

We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people use our software, from the world’s most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs people across Australia, The United Kingdom, Africa, Canada, France, New Zealand and Asia.

Build your career at Iress!

The Financial Analyst is responsible for delivering high-quality financial insights and analysis to support strategic decision-making within the organization. Partnering closely with the CEO, CFO, Business MDs and their teams, this role adds value by influencing positive commercial outcomes through financial advice and analysis. The ideal candidate is highly analytical, detail-oriented, and capable of providing strategic financial insights while ensuring the accuracy and integrity of financial information.

Some of the awesome things you’ll be involved with:

• Provide high-quality business performance insight and analysis to the CEO, MDs, CFO, and their teams.

• Supports data analytics by gathering and preparing data from multiple sources.

• Applies analytical and statistical methods and software tools to analyse data and develop reports.

• Assists in identifying trends, patterns and insights that inform business decisions.

• Collaborates with team members to refine analysis techniques and maintain data quality.

• Sources and prepares data for analysis and performs standard business intelligence analysis activities.

• Checks the integrity and validity of data sources. Creates and delivers standard reports in accordance with stakeholder needs and conforming to agreed standards.

• Investigates the need for new or revised business intelligence analysis.

• Contributes to the recommendation of improvements. Engages with stakeholders under direction.

• Uses visualisation products to design and create data visuals.

• Selects appropriate visualisation techniques from the options available.

• Engages with the target user to prototype and refine specified visualisations.

• Assists in developing narratives around data sets to support understanding and decision-making.

• Contribute towards formulating to deliver the annual budget, and quarterly forecasts which align with the company’s strategic objectives. 

• Maintain a detailed understanding of revenue forecasts, providing customer and product analysis, as well as ad hoc qualitative analysis on projects and other initiatives as required.

• Prepare monthly executive reporting submissions, including variance commentary, key driver insights, forecast risks, and opportunities to influence short- and long-term strategic goals.

• Participate in the month-end close process to ensure the quality of reporting is maintained through deep analysis.

• Initiate actions required to enhance reporting quality and effectiveness.

• Continue developing the monthly reporting suite by incorporating relevant analysis into the existing framework, synthesizing data across various sources and systems.

• Monitor and assist with controls to govern and ensure the integrity of financial information.

• Drive a culture of continuous improvement

• Perform ad hoc duties as required to support Finance.

What you will bring: Qualifications and Certifications

• Bachelor’s degree in Finance or a related field.

• Minimum of 3-5 years of experience in financial analysis, budgeting, or related roles.

• Professional certification (CFA, CPA, CIMA, or ACCA) is preferred but not required.

• Experience working within a global organization with tight deadlines and high-pressure environments, is advantageous.

Core Skills, Knowledge and Attributes

• Critical thinker

• Good communication skills

• Time management

• Agile

• Willingness to challenge and question existing practices and processes to confirm ongoing relevance or suitable weighting of time and effort.

• Attention to detail and capable of combining different items of information to identify problem/solution 

• Able to illustrate well-developed problem solving skills 

• Advanced computer literacy in Microsoft products, particularly Excel

Key Competencies

• A thirst for knowledge

• Ability to communicate in a professional manner with all levels of customers and stakeholders

• First class attention to detail, with high levels of accuracy

• Ability to remain calm and work effectively under pressure and to tight deadlines

• A self-starter, with the ability to prioritise and take ownership of delivering tasks, as well as the capacity to think out of the norm

• Ability to create and provide solutions upon encountering an issue 

• Passion to challenge current processes and drive positive change, ensuring relevant controls are in place

• Able to work collaboratively to support colleagues 

• Analytical thinking, collaboration, and the ability to influence stakeholders.

Why work with us?

Join us in shaping the future of financial services in Southern Africa. 

Our mission is to provide locally relevant technology, backed by exceptional service and support, empowering our clients in trading, market data, advice, and investment management to deliver their best.

If you’re passionate about financial technology and excited to create solutions that drive the future of the industry, this is the place for you. We’re seeking innovative problem-solvers who are eager to grow their skills and capabilities. If you're driven by delivering outstanding service, thrive in a collaborative environment, and want to make a real impact, you’ll find a fulfilling career with us.

Our culture is rooted in values of going beyond, acting smart, and winning together, with adaptability, accountability, and inclusivity at the heart of everything we do. We offer industry-leading benefits that support you at every stage of life, including long weekends, flexible working, generous parental leave, and a connected team culture.

We’re excited to build the future of fintech—come be a part of it!
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Employment TypeEmployee

Time TypeFull time