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.