Total 978 Finance / Banking / Insurance job vacancies in NSW - Sydney - Western Sydney & Nepean

This role is responsible for providing quality assurance in relation to claim assessment in line with the TAL claims quality framework and risk management principles.A key focus of this role is to promote a culture of risk management and continuous improvement by providing risk-based detective controls and insights relating to claim assessment. You may be required to lead the delivery of small to medium scale projects or well-defined tasks on major projects to enable QA remediation or continuous improvement initiatives

What will you be doing?

• Ensure vendor information is up to date in A/R module.
• Ensure invoices processed in the A/R ledger are coded with appropriate supplier and general ledger account codes.
• Reconcile suppliers’ statement of account and follow-up for any missing  invoices.
• Regularly monitor the A/R ageing report and follow up on any credit notes/missing invoices.

The Opportunity

This is your opportunity to bring your industry leading telephone-based sales and Life Insurance experience to our AIA Financial Services department.  

This critical role is responsible for the management and provision of leads from referral partners in relation to Life Insurance, Private Health Insurance and Financial planning needs. You will be committed to making a positive difference in our customers lives by helping them see the connection between financial wellbeing, and physical and mental wellbeing.   

To do this successfully you will:

• Provide excellent customer engagement by owning the referral process and ensuring the most appropriate offering based on the customer
• Assisting customer queries over the phone through inbound/outbound calls as well as digital channels
• Educate our customers on the full range of products and services, so they can make informed decisions on what is appropriate for their needs
• Build your knowledge of the Advice industry, legislative changes and attend professional development and compliance training sessions
• Be curious and interested to continuously grow your knowledge and learning to provide a better service to customers
• Collaborate with different parts of the business to help with ongoing business initiatives

Successful applications will demonstrate:

• RG146 Qualified (General Knowledge, Life Insurance, Superannuation)
• Demonstrated ability working in high volume, fast paced telephone-based sales environment, 
• Working within a regulated environment with a strong focus on compliance and quality is highly regarded
• Excellent communication skills both written and verbal
• Well-developed rapport building and customer engagement skills
• Exceptional organisational and time management skills
• Strong work ethic with a high level of personal accountability

Why choose AIA:

At 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
• Career development through internal mobility opportunities
• Work for a business helping millions of Australians and make a difference to someone’s life every day
• Access additional leave days a year to recharge and refresh yourself
• Enjoy wonderful Health and Wellbeing initiatives that support you
• Work with supportive and inclusive managers
• Flexible working arrangements

AIA is different. Are you? If you are interested in joining AIA, apply by following the link below

This role is an exciting opportunity to support the Head of Business Management and 1L Risk and Senior Manager Risk - Finance in the maintenance of Finance's Risk Management Framework.

The Finance Risk Manager is a delivery role which will assist with risk and control assessment across Finance. The role is responsible for contributing to initiatives within the Finance business risk function, with a specific focus on executing the Annual Risk and Control Self-Assessment, Control Assurance Plan and Incident and Breach Management process on behalf of Finance.

This role will support and advise the business to identify, classify, measure and monitor their risks and/or compliance requirements and issues and specifically;

• Lead and execute on the Line 1 Controls Assurance plan
• Lead and execute in the Line 1 Risk reporting framework
• Lead in managing the quality of Finance data in TRACx (Risk management system)
• Partnering with business stakeholders in completing their Risk and Control Self-Assessments
• Support Finance to continue to develop a sound Risk Management and/or Compliance culture within the organisation.
• Partnering with business stakeholders to assess and document the operational and compliance risk elements associated with the current suite of change initiatives across Finance.

Key accountabilities:

• Responsible for supporting the Head of Business Management and 1L Risk and Senior Manager Risk - Finance in the establishment and maintenance of Finance's Risk Management Framework.
• Deliver timely Risk Management and/or Compliance analysis and advice to specific areas of the organisation to enable the business to be commercially successful and fully compliant with legal and regulatory requirements.
• Responsible for conducting risk assessments on the design and operational effectiveness of Finance's key processes and produce timely control assurance reporting.
• Responsible for assisting the business in identifying and formulating corrective strategies and implementation plans for key corrective actions and preventative controls.
• Support the managing of the monthly Finance Risk Committee including leading the discussions on deep dives sessions and insights on risk matters such as Incident root-causes.
• Responsible for assist the Finance team members in identifying the potential risks and compliance issues associated with their day-to-day business goals, including assisting the incident and breach reporting process.
• Support Finance to continue to develop a sound Risk Management and/or Compliance culture within the organisation.

This role is responsible for leading the Claims Quality Assurance team and providing quality assurance in relation to claim assessment in line with the TAL claims quality framework and risk management principles. A key focus of this role is to promote a culture of risk management and continuous improvement by providing risk based detective controls and insights relating to claim assessment. You may be required to lead the delivery of small to medium scale projects or well-defined tasks on major projects to enable QA remediation or continuous improvement initiatives.

Join the team redefining how the world experiences design.

Hey, hello, hiya, g'day, mabuhay, kia ora, 你好, hallo, vítejte!

Thanks for stopping by. We know job hunting can be time consuming and you're probably keen to find out what's on offer, so we'll get straight to the point.

Where and how you can work

Our flagship campus is in Sydney. We also have a campus in Melbourne and co-working spaces in Brisbane, Perth and Adelaide. But you have choice in where and how you work. That means if you want to do your thing in the office (if you're near one), at home, or a bit of both, it's up to you.

About the FP&A Team

Financial Planning & Analysis (FP&A) is an incredibly powerful function, and it’s no different at Canva! FP&A is a force multiplier, accelerating Canva’s journey on its 2-step plan! Step One – to become one of the world’s most valuable companies; and Step Two – to do the most good we can!

Working closely with Business Leaders across the entire company, we bring our financial expertise to bear - enabling strategic decision making that drives top-line growth, plotting the path from goals to execution through financial planning, driving financial rigour and prudent investment, delivering key insights that lead to meaningful action, and increasing the efficiency of our operations.

Within the FP&A Team, we have a number of teams, including Corporate FP&A, Growth FP&A (Forecasting & Insights), Operations FP&A, and Sales & Marketing FP&A.

About the role

Our Sales & Marketing FP&A team collaborates with our world-class Sales and Marketing teams to supercharge our growth motions to help Canva become one of the most valuable companies in the world. This team partners with Sales and Marketing leaders to develop our investment strategy, understand the potential outcomes, and continually iterate to ensure we're deploying resources in the best way to sustain Canva's incredible growth.

We currently have an exciting 12 months Fixed Term Contract Finance Business Partner opportunity within our Marketing FP&A team, focusing on the B2B and Education marketing functions.

What you’d be doing in this role

As Canva scales change continues to be part of our DNA. But we like to think that's all part of the fun. So this will give you the flavour of the type of things you'll be working on when you start, but this will likely evolve.

In this role, you’ll add value through:

• supporting the Lead Marketing Finance Business Partner on planning activities like forecasting and budgeting as well as overall budget management (actual spend and impact performance analysis) across a variety of critical Marketing spend buckets.
• tracking and monitoring investment, whilst helping shape best-in-class outputs via impactful and insightful reporting that connects costs with performance.
• acting as main finance point of contact for Other General & Administrative costs incurred by the Marketing supergroup, owning budget management, planning and reporting cadences (actuals analysis and reporting, as well as annual planning and monthly re-forecasting)
• ensuring Marketing groups remain within budget guardrails and deploy investment thoughtfully and in the most impactful way that supports Canva’s overall success.
• helping Marketing FP&A set high standards in reporting, insights and investment optimisation by playing the role of a trusted advisor and co-pilot both within Finance and with the business.
• creating frameworks for planning and performance to ensure that Canva achieves its financial objectives and operates as a well-managed business
• collaborating with the broader FP&A and Finance team to drive financial excellence

You're probably a match if you

• are CA/CPA qualified with experience as a finance analyst or FP&A business partner within a commercial environment or you’re wanting to make the transition from finance operations/accounting into a commercial finance business partner role.
• have experience connecting the dots both ways between company objectives, business strategy, and financial models
• have experience in key accounting concepts, financial statement analysis, governance and risk.
• have experience conducting quantitative/financial analysis, developing recommendations and then telling the story in a variety of mediums to a broad spectrum of financial & non-financial stakeholders.
• are resourceful and pragmatic, thriving in a world of imperfect data but adept at using the right tools, insights and communication methods to influence stakeholders.
• have a bias for action and adapt quickly to evolving business needs.

What's in it for you?

Achieving our crazy big goals motivates us to work hard - and we do - but you'll experience lots of moments of magic, connectivity and fun woven throughout life at Canva, too. We also offer a range of benefits to set you up for every success in and outside of work.

Here's a taste of what's on offer:

• An annual Vibe & Thrive allowance to support your wellbeing, social connection, office setup & more
• Flexible leave options that empower you to be a force for good, take time to recharge and supports you personally

Check out lifeatcanva.com for more info.

Other stuff to know

We make hiring decisions based on your experience, skills and passion, as well as how you can enhance Canva and our culture. When you apply, please tell us the pronouns you use and any reasonable adjustments you may need during the interview process.

Please note that interviews are conducted virtually.

About Tractor

We exist to unlock possibilities for founders.

Tractor Ventures provides flexible financing alternatives for founders leading growing technology-enabled companies. We are the centre of gravity for non-venture backed tech founders in Australia and New Zealand. We do this by using our capital, our experience along with our partners and shareholders to assist founders to grow enduring companies. We love founders who take the time to get things right, look after their staff and customers, who blend ambition and caution well, and know exactly why they do what they do.

We’re not a VC, we’re a company that invests in founders out of our dedicated debt facility.

We are a small and mighty team of well-connected operators covering the full spectrum of business, each one of us able to share our experiences and perspectives with founders while also connecting them with the people they need to help their business grow. We love what we do and we get a real kick out of making an impact and helping founders unlock possibilities and build the companies they can be really proud of.

The Role

This is an exciting role within a new and exciting asset class that, at its core, focuses on determining the credit risk of technology companies, but at Tractor, it is so much more than that.

Some key aspects of this role are:

• You’ll get the opportunity to build relationships with founders across Australia and New Zealand, learning about their companies and how additional capital can support their growth and confidence.
• As an integral member of the Investment Committee, you will run a variety of quantitative & qualitative assessments for an under-served asset class, and use your knowledge and observations to contribute towards improving credit decisions.
• You’ll also have the privilege of contributing to building and improving our own credit risk platform - a piece of technology that is enabling every single part of Tractor to be more effective.

There is also the opportunity to grow and lead a small team and have a pathway towards a bigger role so if you have some experience in leadership or would like to take that step then we’d love to hear from you.

Responsibilities

Like any small company, we all roll our sleeves up to get things done. There will be a lot of variety in this role with responsibilities that include;

• Interpret, analyse and apply financial data into a financial model
• Implement quality credit decisions in accordance with the Board-approved risk appetite and credit policy
• Taking responsibility for the committed turnaround times on credit decisions
• Structuring non-standard complex deals to help our borrowers achieve their strategic goals such as (but not limited to) acquisition, merger, launch in a new geography
• Implementing learnings or insights from the portfolio to improve credit analysis and underwriting
• Prepare, present and defend a credit decision to the Investment Committee
• Contribute towards making the credit policy and credit infrastructure more robust
• Partnering with our Sales team to help improve key processes and make the customer experience better
• Partnering with the Product & Engineering teams in building the scalable credit decision model
• Maintain robust documentation of credit processes and decisions

To really ace this role you will have;

• Solid and demonstrable knowledge of financials (P&L, Balance Sheet, Cash Flow Summary, AR, AP, Business Forecasts, Projections, etc.)
• A good understanding of any unsecured asset class in Australia / NZ.
• Must have been a DLA and owned the end-to-end credit decision
• Ability to analyse financial documents and derive insights and ratios to form a credit decision
• Good understanding of KYB, KYC and AML Compliance
• The commitment and ability to work in cross-functional collaborative team structures to facilitate scale and efficiencies
• Confident with both written and verbal communication and strong documentation skills

We have a set of values we want everyone on our team to be excited about and aligned with. They include;

Genuine Heart - Kindness is essential. We are respectful and we see the value in everyone's unique perspectives. We are generous and curious. There is no ego.

We Build Trust - We work hard to earn, build, and keep trust. We do what we say we’re going to do and we’ll do it together. We’re honest, we’re open and we have each other's backs.

Laugh Every Day - We bring the lols. We are passionate, positive, and enthusiastic. We love to celebrate one another's wins. We make time for fun and connecting with each other.

Benefits of being a member of the Tractor team

This role attracts a base salary of $110k - $140k (+ Super) - depending on the level of experience.

• Eff Off Fridays! - We believe in quality, not quantity, therefore we have the option to take Fridays off - each and every week. At full pay.
• Work from Home (or anywhere) - Our team is spread across Australia and New Zealand, so no need to come into an office (unless you want to). We have access to co-working spaces in both Melbourne and Sydney.
• ESOP for all Trackies - You will be provided with an Employee Stock Option Plan. This means we can all share in the success of Tractor in the long term.

This role is accountable for supporting customers through claims lodgement and information gathering in order to assess claims. The Claims Service Consultant will also assess low complexity claims as well as assessing and initiating appropriate support options tailored to the customer’s needs where appropriate. 

This role is integral to this is quality and service standards which ensure the functions are meeting TAL’s Customer and Claims requirements.

• Ensure compliance with TAL policies, procedures and guidelines procedures, ensuring claims management is in accordance with the TAL claims philosophy 
• Adhere to external regulations (eg. Privacy and Life Insurance Code of Practice) and all relevant legislation and industry guidelines
• Ensure all interactions with Customers, Advisers and other internal and external stakeholders adhere to TAL’s Customer Service Culture through the provision of high-quality, accurate and compliant work
• Liaise closely across the TAL Claims and other relevant internal departments to provide support in project work (including system and user acceptance testing and procedural reviews) 
• Contribute towards a culture of process improvement
• Contribute to department and company projects as required
• Other ad-hoc duties as required.

Are you ready to join our team as a Business Insurance Sales Consultant? We're looking for a passionate and engaging professional to drive our business insurance sales and provide exceptional service to our customers.

As a Business Insurance Sales Consultant, you will:

• Follow up warm leads from potential clients who have registered on our website, and in time, progress to handling inbound enquiries.
• Utilize your training and knowledge of BizCover's business insurance products to help customers find the right coverage for their specific needs.
• Maintain excellent communication skills to ensure a positive experience for everyone who engages with BizCover, whether they become a customer or not.
• Drive sales and meet key performance indicators (KPIs) to contribute to our ongoing success.
• Adhere to all legislative and quality assurance requirements to ensure compliance and customer satisfaction.

• Prior experience in sales, preferably in a phone-based environment, although not essential.
• Knowledge of commercial insurance or other insurance products would be advantageous, but not required.
• Excellent communication skills with the ability to build and maintain rapport with customers.
• A passion for customer service and a commitment to delivering top-notch experiences on every call.
• A positive attitude and willingness to learn and grow within our dynamic team.

• *Work from home opportunity (if not based in Sydney)
• *If based in Sydney, flexible working opportunity (combination of home and office)
• $55,000 base + uncapped Commission, our consultants regularly earn between $100k and $125k per year
• Exciting and rewarding team culture
• Quarterly recognition awards
• Business Casual dress code
• Rewarding Employee Incentive Program
• Employee benefits package
• Growing company with progression opportunities

Build your career with an Australian leader!

Work with and learn from a talented and dedicated team!

As a highly commercial international organisation, you will find yourself working with a forward thinking and innovative organisation. In return, the company offers excellent training and support set in professional offices with a great working environment. Due to growth in the team, a rare opportunity has arisen for a Credit Controller join our team in Lidcombe on a permanent basis.

The main duties for this role include, but will not be limited to:

• Liaising with customers on a daily basis in relation to their accounts
• Managing a debtors ledger of customers once trained
• Reviewing collection activities and the status of outstanding accounts with your manager on a weekly basis
• Handling arrangements/activities of collection agents on delinquent
• Preparing documents for bad debt write-offs and lodge claims/proof of debts against liquidators/receivers

Requirements:

The ideal candidate will possess:

• The capacity to achieve results with minimum supervision
• Ability to multi-task in a fast paced environment
• Exceptional written and verbal communication skills
• Self-Motivation, ability to work in a team and autonomously
• Intermediate Microsoft Office skills

The successful candidate will be required to undergo pre-employment medical and background checks.

About Us:

Rentokil Initial is a member of the FTSE 100 of leading companies. This is a growing and successful business - we employ some 38,000 colleagues across 66 countries – and offer a wide range of learning and development programmes for colleagues to enhance their skills.

If you are looking for an exciting role with the opportunity to advance your career and have strong analytic skills coupled with the ability to communicate with a broad range of customers across a range of commercially sensitive issues relating to outstanding debt then this is the role for you! APPLY NOW!

• Lead and participate in full lifecycle implementations of SAP S/4 HANA 
• Possess in-depth knowledge of SAP FICO (Product Costing, FSCM, Fixed Assets), SD, EWM, MM modules, and their integration with each other and third-party applications.
• Demonstrate expertise in data integration technologies like EDI, ALE, and interface development.
• Stay current on SAP innovations like BTP and Fiori Apps, translating them into business value.
• Have proven experience in the MedTech or Pharma domain.
• Facilitate workshops with end-users to gather requirements and feedback.
• Collaborate closely with Process Leads on:
  • Refining business user stories
  • Resolving key design decisions
  • Mapping end-to-end business processes
• Develop comprehensive documentation including business process documents, functional designs, and integration plans.
• Manage & Enhance Gap dispositioning / Development objects, ensuring effective resolution.
• Utilize agile methodologies (e.g., Jira) and visualization tools (e.g., Visio) for efficient project management.
• Possess a strong desire to learn new technologies (S/4 HANA, MuleSoft, API, CDL) and stay ahead of the curve.
• Proactively identify and assess potential impacts of process changes on legacy and satellite systems.

As the Senior Lead – Strategy, you will play a pivotal role in developing and driving the strategic direction of TAL. Working closely with TAL’s business units, you will support with the identification, analysis, development, and recommendation of strategic initiatives.
You will help facilitate and deliver the annual strategy process of TAL, including the development of the Board Strategy Day Workshop materials and reporting to TAL’s parent company, Dai-ichi Life.

This is a permanent role, working flexibly from our Sydney office.

In this role you will: 

• Drive critical thinking to define and assess the overarching strategic themes to enable TAL to pursue its Purpose.
• Evaluate external factors and market trends to identify potential strategic risks and growth opportunities for TAL, keeping key decision makers informed.
• Lead strategic projects and initiatives to improve strategic planning and to create shareholder value for TAL.
• Lead the development of strategic narratives and communicate clear insights and recommendations to senior leaders in the business or key decision-makers.
• Develop reports and presentations for the Board and Executive Team and interpret complex material for Board and Executive Team strategy planning.
• Research, evaluate and recommend strategic initiatives that are of benefit to TAL (e.g., growth opportunities, corporate development opportunities).
• Lead the team, making sure that the appropriate people plan is in place to recruit, retain, train & develop people effectively.
• Build strong networks across TAL to encourage cross-functional connections and knowledge sharing, and work collaboratively with internal and external stakeholders.