Finance Business Partner

• At Insignia Financial, your voice, ideas and individuality counts
• Location Sydney with hybrid working arrangements
• Permanent Full-time role

The opportunity to join our team

This role is a key member of the Finance Business Partner (FBP) team that provides financial support, strategic insights and advice to the Advice & Enablement Functions including Technology, Strategy and Enterprise Services, Finance, People & Culture, Legal, Risk Management & Company Secretariat. This role provides key finance business partner support to internal customers to enable them to provide their services to end customers / clients.

Key Responsibilities:

• In conjunction with the FBP team & Business stakeholders, develop the Division’s 3 Year Plan including Business plans required by AFSL entities
• Undertake the quarterly forecast process and Quarterly Business Reviews (QBR) with the Head of Finance – Advice & Enablement
• Co-ordinate the monthly close for all Enablement Functions ensuring expenses are complete and accurate
• Responsible in providing business and financial insights to Head of Finance – Advice & Enablement and Head of Planning & Reporting as part of monthly reporting, ASX quarterly announcements and market releases
• Provide financial support, analysis and reporting for all strategic initiatives undertaken by the Division, including development of Financial Business Cases and benefits realisation
• Develop strong working relationships with the Business to ensure all financial requests/needs of the functions are met by the relevant Finance team(s)
• Work collaboratively with other team members and other Finance teams to ensure the team delivers consistently and to high quality

What you will bring

• Relevant Finance/Accounting/Business or Commerce degree
• Accounting qualifications (CA / CPA) preferred but not essential
• 10+ years’ experience, preferably in Financial Services, in a similar management accounting, analysis and/or business partnering role
• Effective planning and organisational skills with a strong focus on executing in a changing environment
• Strong relationship and networking skills
• Must be commercially minded, with strong analytical skills and business acumen
• Strong communication skills, coupled with critical thinking and ability, to engage and influence across a wide range of stakeholders
• Proven problem-solving capability and proactive ability to identify areas for process improvements and work with stakeholders to implement changes

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

Showing up for every Australian

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

To Apply

Read more here about why you should join our team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.