Senior Finance Analyst - Business Planning & Analysis

• 15-month contract to provide maternity leave backfill

• Gain valuable experience in a business facing role supporting the Australia Asset Management business.

• Flexible Work Environment: Work where you work best – whether in the office or from home.

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

Following the completion of a comprehensive Strategic Review, on Wednesday 8 May 2024 it was announced that Perpetual Limited (Perpetual) would become a standalone Asset Management business. As a result, Perpetual has entered into an agreement with an affiliate of Kohlberg Kravis Roberts & Co. L.P. (together with its affiliates, (KKR)) who will acquire 100% of the Corporate Trust and Wealth Management businesses.

An exciting opportunity to be part of the Perpetual Australia Asset Management Finance team supporting the local Asset Management business with Business Planning & Analysis activities.

About the role

Join our dynamic team at Perpetual Australia Asset Management! As a Senior Finance Analyst - Business Planning & Analysis, you will:

• Maintain multiple Variable Remuneration models ensuring the accuracy of monthly accruals and rolling forecasts and budgets.

• Manage Opex and FTE reporting for front office and back-office departments, acting as a trusted advisor to key stakeholders to ensure costs are managed within budget and variances are explained.

• Maintain detailed tracking of certain expense lines such as Data Services, ensuring the business is in control of these costs.

• Support the Senior Manager and FP&A team with forecasting and budgeting activities and updating the forecast and plan data in the Workday Adaptive system.

• Support transformation projects (GL Migration, new Workday Adaptive implementation) as required.

About you

We’re looking for someone who is:

• A natural problem solver with analytical and curious mindset

• Proactive and is a self-starter with an aptitude for continuous process improvement and a history of producing detailed process documentation.

• Diligent, strong attention to detail with ability to identify errors and proactively investigate reasons for variances, before sharing potential solutions.

• Effective communicator and ability to influence when articulating financial concepts to non-finance stakeholders.

• Degree qualified and CA/CPA 4+ years post qualification 

• Strong technical proficiency (Workday Adaptive and TechOne strongly preferred) with TM1 and Computron also an advantage.

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year.

• An annual allowance to empower you to prioritise your personal wellbeing.

• Access to LinkedIn learning, study support and commitment to supporting professional development.

Diversity and inclusion

• WGEA Employer of Choice for gender equality since 2018.

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.

• A growing number of employee-led networks who work to raise awareness and drive continued change.

• We support over 50 First Nations Communities, helping to secure the communities future.  We encourage applications from Aboriginal and Torres Strait Islander People.

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.