General Finance Analyst II handling global accounting tasks including reconciliations and month - end processes. Supporting finance initiatives and collaborating across global teams in a hybrid work environment.
About the role
- Financial Investment Adviser delivering financial advisory support analyzing portfolio performance for Australian SMEs. Collaborating with teams to optimize lending and investment decisions.
Responsibilities
- Provide financial and investment analysis and advice to support small business lending and portfolio performance
- Analyse financial data, credit performance metrics, and market trends to inform risk and investment strategies
- Assess credit and financial risk exposures, identifying early warning indicators and recommending mitigation actions
- Monitor portfolio performance and advise on restructuring, recovery strategies, and risk-adjusted decision making
- Apply and support risk management frameworks aligned with organisational risk appetite and financial objectives
- Prepare financial reports, forecasts, and investment insights for senior management
- Translate complex financial and credit data into actionable recommendations
- Collaborate with Credit, Product, Operations, and Technology teams to embed financial and risk strategies into business processes
- Support development and optimisation of financial models, including probability of default (PD) models and risk-based decision tools
- Ensure compliance with internal credit policies, financial regulations, and governance frameworks
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or a related field
- Relevant professional qualifications (e.g. CFA, CPA, or similar) are highly regarded
- Minimum 2 years’ experience in financial analysis, credit risk, investment advisory, or portfolio management
- Experience in small business lending, commercial finance, or investment environments preferred
- Demonstrated experience in financial modelling, risk analysis, and portfolio performance management
- Strong understanding of financial analysis, investment principles, and risk management frameworks
- Ability to interpret financial statements, cash flow data, and credit information to inform decisions
- Advanced analytical skills with proficiency in Excel and financial modelling tools
- Ability to identify financial risks and recommend strategic mitigation actions
- Strong communication and stakeholder engagement skills
- High attention to detail and ability to manage complex datasets
- Understanding of financial services regulatory and compliance requirements.
Benefits
- Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
- Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
- Flexible working environment – we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
- Family support – industry leading 26 weeks paid parental leave.
- Purpose built spaces within our office – designed for collaboration, brainstorming, socialising, and focused work.
- Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.
Job title
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