What you’ll do 

In your new role, as a Financial Viability Analyst, your key focus will be to use your financial analysis, credit & liquidity analysis, and data management skills to collect and analyse financial statements, provide recommendations, and prepare evidence based assessment reports for our customers on organizations tendering for a range of contracts. This will utilise your financial literacy & numeracy skills, as well as your ability to analyse financial statements and assign assessment scores and rating based on financial capabilities.

You will prepare evidence based reports that identify key issues and insights and make recommendations, so strong report writing and presentation skills are essential.

Using your strong stakeholder management skills, you will build rapport with external senior stakeholders in the Government and Private sectors to obtain key information such as report requirements, financial statements, assessment scope and any additional queries. You can demonstrate your time management, multi-tasking and prioritization skills, and the ability to meet deadlines and performance targets.

In addition, you will keep abreast of industry developments to ensure you are familiar with the business drivers, dynamics, macro-economic environment and challenges across a range of markets. 

What experience do you need? 

●  Degree qualifications in Accounting or Finance, ideally supported with CPA, CA or CFA Qualifications

● Corporate experience in financial services & banking domain preferred

● Commercial experience in accounting and financial statement and financial & credit analysis

● Understanding of risk management and mitigation

● Ability to meet deadlines and performance targets   

What could set you apart? 

● Ability to analyse data to form recommendations and provide insights

● ​Ability to multi-task & manage work priorities in a fast paced environment

Primary Location:

Function:

Schedule:

Join the change. Together, we’ll make history.
 

As we keep the lights on for over four million customers and move towards a more sustainable way of life, it’s an exciting time to be at AGL. We’re re-imagining how homes and business live and work across the country and we want you to be a part of it. This moment will define our time, and your career as you work alongside Australia's best and brightest minds. You’ll grow and learn in a collaborative, safe and supportive environment and play your part in changing the course of tomorrow.
Everyone at AGL is an important part of building a better energy future and we want you to join in. 

About the role

• Bring your Finance Big4 and industry experience.
• Full Time Permanent role | Melbourne based.
• Discounts on energy, telcos and solar plans | Hybrid work.

Are you a finance professional with a passion for delivering exceptional results and working in a collaborative team environment? We have the perfect opportunity for you to make a significant impact as a Finance Analyst in our Trading & Origination team. You will be primarily responsible for delivering month end results and commentary, as well as supporting financial budgeting and forecasting.

What you’ll be doing

Reporting to the Senior Finance Manager, Trading, Reporting & Accounting you will:

• Lead the month-end close process for the Trading & Origination portfolio.
• Post journals and meticulously record non-financial data.
• Prepare comprehensive balance sheet reconciliations for key GL accounts.
• Supporting financial budgeting and forecasting processes
• Generate variance analyses and insightful commentary for actual results vs. prior periods and budget, contributing to monthly performance reporting.
• Provide monthly reporting and analysis of financial performance to key stakeholders.
• Responsively address external auditor queries during half-year and year-end reporting.
• Prepare variance analyses and related commentary for Cashflow & Balance Sheet.
• Compile data for ad-hoc external parties and regulators (e.g., ACCC, ABS, ATO).
• Provide valuable input to Trading & Origination reporting and other ad-hoc analyses as required by the business and Finance management.
• Drive continuous improvement initiatives, fostering an environment of innovation and growth.

About you

What you’ll bring to the table

• Proven experience as a Finance Analyst, Accountant or similar.
• Finance experience in industry coupled with Big4 would be highly regarded.
• Qualified CA/CPA or working towards CA or CPA qualification.
• Exposure to Finance modules in ERP (preferably SAP).
• Proficient in MS Office tools (Excel, PowerPoint, Word).
• Proven experience in month-end close processes and working with large complex data sets.
• Quick learner with the ability to connect business drivers to financials.
• Collaborative team player with experience working with various stakeholders.

We’d love to see your application by COB Wednesday 20 March 2024.

Please note - unsolicited resumes from agencies will not be accepted by AGL.

At AGL, we offer a wide range of benefits including:

• Flexible working options including hybrid work.
• Discounts on energy, telcos and solar plans.
• Participate in Energise - our reward & recognition program.
• Access 20 weeks of paid parental leave for the primary carer.
• Access to an additional week of recharge leave per year.
• Play an active role in our diversity & inclusion initiatives.
• Novated leasing and Electric Vehicle subscriptions.
• Access to study assistance, AGL’s share purchase plan and insurance deals.

*Benefits may change over time and vary based on location.

Inclusion at AGL
 

At AGL, we value diversity and welcome applicants from various backgrounds, including Aboriginal and/or Torres Strait Islander peoples, individuals with disabilities, culturally diverse individuals, and members of the LGBTQ+ community. AGL is dedicated to maintaining a diverse workforce and encourages applicants to share their lived experiences.
We offer reasonable adjustments throughout the recruitment process and respect the privacy of those who choose not to disclose. To learn more visit: www.agl.com.au/careers 

AGL is a Circle Back Initiative employer - we commit to respond to every applicant.

Job Family Group:

The Opportunity

We have an opportunity available for a Business Performance and Reporting Analyst to join our AIA Financial Services team. Reporting to the Senior Manager Operations, you will collaborate to provide business reporting and operational support to our business. This opportunity will suit an experienced Analyst who is currently working within a Financial Advice team or broader financial services industry.
 

 To do this successfully you will:

• Build and produce reports and dashboards using Alteryx and PowerBI to measure and report on AIA Financial Services business performance, identify trends, including insightful commentary as required
• Research, analyse, design and develop business specifications to achieve agreed business data and reporting deliverables
• Develop robust SQL and other data-driven code, data integration, automated processes and delivery solution
• Discover, validate, and interrogate new data sources to ensure accuracy and effective controls
• Manage workload to ensure deadlines are met and display superior time management skills in to handle contending priorities
• Raise and implement continued process improvements
   

Successful applications will demonstrate:

• Experience working within Data and Visualisation, preferably within a Financial Advice practice or similar
• Undergraduate qualification in Data Science or related field
• Validated experience in data visualisation
• A sophisticated understanding and use of Alteryx, Excel, Power BI and Tableau
• A willingness to work to challenging timeframes with an emphasis on delivering high quality outcomes
• A high level of initiative and self-motivation
• The ability to collaborate within a team environment
• Experience utilising analytical skills to drive business improvement and solutions
• An inquisitive mind and passion about deriving insights from data
   

Why choose AIA:

We’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people.

• Access our training and development to build on your current skills
• Access additional leave days a year to recharge
• Work with supportive and inclusive managers
• Flexible working arrangements
   

At AIA Australia, we’re proud to help guide, support and protect the wellbeing of over 3.5 million Australians. As part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group – it is our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030.  Lots of companies like to say they’re different. What makes us truly different at AIA, is the difference we make in people’s lives. We are proud that this difference has been recognised in the 2023 ANZIIF awards by being named Life Insurance Company of the Year. 
 

AIA is different. Are you?

If you want to be part of an organisation that helps people live better every single day, apply via the link prior to COB on Wednesday, 20 March 2024.

Join the change. Together, we’ll make history.
 

As we keep the lights on for over four million customers and move towards a more sustainable way of life, it’s an exciting time to be at AGL. We’re re-imagining how homes and business live and work across the country and we want you to be a part of it. This moment will define our time, and your career as you work alongside Australia's best and brightest minds. You’ll grow and learn in a collaborative, safe and supportive environment and play your part in changing the course of tomorrow.
Everyone at AGL is an important part of building a better energy future and we want you to join in. 

About the Role

Reporting to the Credit Affordability and Integrity Manager, internal movement has created full time positions in our Melbourne, Docklands head office for 2 Credit Functional Analysts to join the team.

This role sits within the Credit Affordability and Integrity team whose responsibilities include, (but are not limited to), ownership of the following core functions:

• Internal and external audits

• Compliance uplift

• Response to external regulator/government notices or information requests

• Investigation, resolution, and minimization of wrongful disconnections

• Complaint reduction

• Incident management

• Mandatory government energy efficiency schemes

The Credit Affordability and Integrity team within the Credit & Affordability business unit has functional and strategic responsibility for ensuring AGL’s consumer credit management processes are compliant with relevant internal, regulatory, and legislative frameworks whilst balancing the need to keep overdue accounts to a reasonably low level, prevent bad debts, whilst contributing to the enrichment of our customer's experience with AGL..

What you’ll be doing:

Operational Excellence:

• Analyse incidents and trends to identify improvement opportunities.

• Reduce wrongful disconnections through credit control analysis.

• Provide expert support for inquiries and complaints.

• Improve consumer debt performance.

• Drive debt performance initiatives.

• Contribute to Credit & Affordability targets.

• Innovate credit processes and manage system changes.

Compliance & Risk Management:

• Ensure compliance of credit management processes.

• Reduce Wrongful Disconnections and compliance breaches.

• Deliver timely regulatory performance reporting.

• Respond to compliance notices and audits promptly.

• Collaborate with Credit operations to address performance incidents.

• Minimize customer complaints.

• Gather insights for debt recovery and compliance improvements.

Continuous Improvement:

• Resolve process issues for collection effectiveness and compliance.

• Monitor and correct system process performance.

• Manage change activities and ensure compliance.

• Anticipate and address risks during planning.

• Implement industry best practices for improvement.

• Identify and implement cost-effective process improvements.

Customer, People & Relationships:

• Uphold AGL Values and foster diversity.

• Prioritize health, safety, and environmental standards.

• Build effective business relationships.

• Enhance team engagement.

• Manage frontline issues and improvements.

• Improve Credit complaints and customer experience metrics.

Qualifications, key skills and experience required:

• Proficient in regulatory guidelines and the energy industry.

• Expertise in credit management and collections, particularly in the energy sector.

• Skilled in analysing processes, identifying root causes, and driving solutions.

• Ability to provide key insights, and use data as the basis to tell a story

• Strong analytical and reporting abilities with keen attention to detail.

• Excellent written and verbal communication skills.

• Proven experience as a business/operational analyst in similar industries.

• Accuracy and attention to detail, with high verbal communication skills

• Demonstrated success in delivering operational changes.

• Familiarity with process management and understanding of business drivers, especially in utilities.

• Experience in project and/or change management.

What is in it for you:

• Amazing discounts off your AGL Energy & Telecommunication accounts that you can share with your family and friends.

• Hybrid working environment where you have the flexibility to work from home 2 days a week

• A positive work environment where we support each other

• Access to an additional week of recharge leave per year

• Discounts off Gym Memberships, Health Insurance, and other wellness

• Access to onsite facilities, bike rack, change rooms and onsite café

• Access 20 weeks of paid parental leave for the primary carer

*Benefits may change over time and vary based on location. 

Note: You must have unlimited, full working rights in Australia to Apply

Please ensure all applications are submitted with an updated Resume by the closing date of: midnight Monday 18th March 2024

Inclusion at AGL
 

At AGL, we value diversity and welcome applicants from various backgrounds, including Aboriginal and/or Torres Strait Islander peoples, individuals with disabilities, culturally diverse individuals, and members of the LGBTQ+ community. AGL is dedicated to maintaining a diverse workforce and encourages applicants to share their lived experiences.
We offer reasonable adjustments throughout the recruitment process and respect the privacy of those who choose not to disclose. To learn more visit: www.agl.com.au/careers 

AGL is a Circle Back Initiative employer - we commit to respond to every applicant.

Job Family Group:

Join the change. Together, we’ll make history.
 

As we keep the lights on for over four million customers and move towards a more sustainable way of life, it’s an exciting time to be at AGL. We’re re-imagining how homes and business live and work across the country and we want you to be a part of it. This moment will define our time, and your career as you work alongside Australia's best and brightest minds. You’ll grow and learn in a collaborative, safe and supportive environment and play your part in changing the course of tomorrow.
Everyone at AGL is an important part of building a better energy future and we want you to join in. 

About the Role

Role & Team Overview

We have an exciting Business Analyst role in our Operations and Corporate Technology space. You will be responsible for working within the Ops Architecture & Delivery team to deliver value to Australia’s largest energy provider. You will contribute to ‘keeping the lights on’ and be a part of a dynamic team, with a flexible working environment, as we implement technologies transition for Australia’s energy future.  

The role ensures the development of business solutions, process mapping, requirements gathering, operational support guides and project and architecture assistance to enable project/s to be successful. 

What you’ll be doing

• Requirements gathering, business and Service Support Guide development, process mapping & documenting processes.

• Participate in the delivery of various approved business solutions. 

• Ensure business solutions are fit for purpose and align to technology standards/guidelines.

• Assist the transition of business solutions into production.

• Data analysis to identify improvement opportunities and prepare & present dashboards & reports.

About you

• Demonstrated experience working within teams and delivery functions. 

• Demonstrated analytical, problem solving and investigatory skills. 

• Requirements gathering, process mapping and good documentation skills. 

• Interpersonal and stakeholder management skills and the ability to work within constraints.   

• Experience with Power BI and other Reporting platforms would be advantageous. 

We’d love to see your application, submitted by: Monday March 18th, 2024.

Inclusion at AGL
 

At AGL, we value diversity and welcome applicants from various backgrounds, including Aboriginal and/or Torres Strait Islander peoples, individuals with disabilities, culturally diverse individuals, and members of the LGBTQ+ community. AGL is dedicated to maintaining a diverse workforce and encourages applicants to share their lived experiences.
We offer reasonable adjustments throughout the recruitment process and respect the privacy of those who choose not to disclose. To learn more visit: www.agl.com.au/careers 

AGL is a Circle Back Initiative employer - we commit to respond to every applicant.

Job Family Group:

Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology.

The Associate Investment Analyst role involves reviewing all aspects of fund managers’ investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for maintaining databases, the collection and co-ordination of requisite information, writing detailed research reports and assigning investment ratings on the funds.

Your key responsibilities will be to:

• Maintain databases and other quantitative information to aid with fund filters and other related analysis
• Aid with collection of information and supporting documentation for fund manager reviews, sector reports and other logistics
• Participate in fund manager assessment meetings in their office (this will require interstate travel with prospects for international travel)
• Fund manager review file notes
• Score assessment criteria for fund managers
• Present and support investment ratings to research committee
• Write reports (allocating and assigning investment assessments and recommendations on funds across a variety of investment fund asset classes)
• Review reports / investment products covering investment style, process, strategies, performance and structures
• Send research reports to managers
• Incorporate relevant factual feedback from managers in reports
• Publish reports on Zenith website to clients

To join us you will need the following experience and skills:

• You will ideally have a bachelor's degree or higher in Finance, Commerce or Business - this is highly advantageous.
• You must have excellent written and verbal communication skills in English.
• You will have a passion for your craft, a 'can do!' attitude and a hunger to learn continuously!
• You must have advanced MS Office Suite skills.
• You will ideally have a passion for investments and markets - Equity in particular.
• You will have the ability to work independently and take ownership of your own workload.
• You will be a team player who can communicate and work effectively with all stakeholders at all levels.
• You must have excellent presentation skills and strong attention to detail.
• Having a background in research is favourable.

By joining the team, you will be offered the following:

• A role that is varied in its responsibilities and welcomes initiative and collaboration with other motivated and experienced professionals.
• The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally.
• A pleasant, ambitious and professional working climate with good opportunities for further development.
• A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry.
• Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences.
• Eligibility of discretionary bonus.
• 4 days study leave per annum.
• $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy).
• Flexible work options under our Versatile Work Practices.

Your next steps:

• Investment or Research Graduates with the right attitude, who are looking to establish their career in investments are encouraged to submit their application!
• We are always looking for committed and energetic individuals to be a part of the team and if you're looking for a collaborative, supportive and inclusive environment and would like to be part Zenith's rapid growth, apply now!

Join the change. Together, we’ll make history.
 

As we keep the lights on for over four million customers and move towards a more sustainable way of life, it’s an exciting time to be at AGL. We’re re-imagining how homes and business live and work across the country and we want you to be a part of it. This moment will define our time, and your career as you work alongside Australia's best and brightest minds. You’ll grow and learn in a collaborative, safe and supportive environment and play your part in changing the course of tomorrow.
Everyone at AGL is an important part of building a better energy future and we want you to join in. 

About the role:

9 month fixed term contract | Melbourne based

Looking for a change in your career? The Credit and Affordability team are looking for a passionate analyst to join their team. The Credit and Affordability team manages collections for over 4 million of AGLs’ retail customers across our Energy and Telco business’. The purpose of this role is to improve and manage the approach towards operational procedures, quality assurance evaluations, and agent call management.

What you’ll do:

• Lead vendor relationship for process improvement and call management aligned with KPIs.

• Collaborate with internal teams to establish successful campaign frameworks.

• Revise QA program including call monitoring and calibration for better outcomes.

• Implement collection effectiveness scorecards at both holistic and agent levels.

• Engage AGL stakeholder departments for input and expertise.

• Provide oversight for vendor activity to achieve collection goals.

About you:

• Previous demonstrated experience within a Credit and Collections environment

• Possess strong analytical skills with the ability to gather, interpret and analyse information

• Strong stakeholder and vendor management skills

• Demonstrated understanding of an inbound and outbound credit and collections operations environment

• Possess the ability to coach and educate various business units and teams

• Excellent communication and written skills

At AGL, we offer a wide range of benefits including:

• Flexible working options including hybrid work.

• Discounts on energy, telcos and solar plans.

• Play an active role in our diversity & inclusion initiatives.

*Benefits may change over time and vary based on role type and location.

We would like to see your application submitted by 14th March 2024.

Inclusion at AGL
 

At AGL, we value diversity and welcome applicants from various backgrounds, including Aboriginal and/or Torres Strait Islander peoples, individuals with disabilities, culturally diverse individuals, and members of the LGBTQ+ community. AGL is dedicated to maintaining a diverse workforce and encourages applicants to share their lived experiences.
We offer reasonable adjustments throughout the recruitment process and respect the privacy of those who choose not to disclose. To learn more visit: www.agl.com.au/careers 

AGL is a Circle Back Initiative employer - we commit to respond to every applicant.

Job Family Group: