Total 441 financial planner job vacancies in Sydney

About Us 

Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support nearly two million members, with around $75 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome.

Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.

About the job 

• Investigate, resolve and respond to financial crime escalations received from Financial Crime Operations (Transaction Monitoring, Name Screening, Unusual Activity Reports)
• Gather and record required evidence to support any reasonable grounds for suspicion of money laundering, organised crime or terrorism financing activities and articulate key recommendations
• Maintain a current understanding of money laundering and terrorist financing typologies and AML/CTF trends, including policies, procedures, regulations, and industry best practice
• Manage financial crime enquiries and escalations
• Complete KYC, Wolfsberg and related questionnaires in response to Investment Management arrangements
• Austrac Reporting; Suspicious Matter Reports and Cross-Border Movement Reporting
• Prepare monthly financial crime services reporting   

About us:

Established in 2007, CDC Data Centres is Australia’s leading operator of sovereign, secure, world-class data centre facilities.

Headquartered in Canberra with multiple facilities in the ACT, NSW, VIC and New Zealand, CDC’s diversified operations provide secure data centre configurations that support co-location, containerised and hyperscale compute environments with all campuses interconnected with high-speed carrier grade networks.

At CDC we are passionate about creating an inclusive workplace that promotes and values diversity. We believe that everyone’s unique experiences enable us to deliver meaningful benefits for our people, our clients and communities. Our mission is to attract, retain and grow the world’s best data centre team.

Our people are committed, tenacious and meticulous in supporting our customers. Together, we configure the landscape to meet the security, reliability, connectivity and sustainability needs for today and tomorrow.

About the role:

The Corporate Finance Associate is a key role in the business supporting financial modelling of “whole of business” quarterly and annual corporate valuations, input to treasury (debt raising) activities, scenario analysis on alternative capital structure and operating models, and of business cases for new data centre investments. The role is financially oriented and provides input to corporate strategy processes, which are managed by the Corporate Strategy team.

Other responsibilities include:

Corporate Valuation and Investment Properties Valuation Processes

• Manage CDC's Corporate Model, continuously reviewing and validating assumptions.
• Contribute to quarterly and annual corporate valuations, updating assumptions based on SLT and line manager feedback.
• Liaise with Independent Valuer for Corporate Valuation for all valuations.
• Liaise with Independent Valuer for Investment Properties for all valuations.
• Prepare scenario and sensitivity analyses for the board, senior leadership team, and other audiences.

Business Management, Reporting, and Budgeting

• Collaborate with business unit operational and financial personnel to maintain assumptions, prepare business insights, and provide analytical commentary.

Capital Management

• Support the Treasury team with funding scenario options, new debt raising processes, and reporting on CDC’s credit metrics.
• Investment Analysis and Business Growth.
• Collaborate with business unit personnel on modelling for new data centre investments.
• Respond to information requests and reporting for new investments, transactions, refinancing, and valuations for various stakeholders.

Perform other duties as directed.

About you: 

This role is ideal for individuals with a strong background in financial modelling who are looking to transition their career, possibly considering an in-house position as their next step. As an extension of the Corporate Financial Manager, you will have the opportunity to collaborate closely with other senior financial leaders in our rapidly growing business.

• Proven advanced financial modelling experience with advanced Excel functionality, particularly in investment management principles (such as IRR, NPV), cash flow analysis, debt covenants, model architecture, and scenario analysis.
• A background in the infrastructure or property sectors is advantageous but not required.
• Adept at handling ambiguity and problem-solving, delivering high-quality, accurate, complete, and timely outcomes while maintaining confidentiality.
• Capable of learning business intricacies, adopting a commercial perspective on problems and opportunities, and earning respect within the organization and from external stakeholders.
  

Essential:

Australian Citizenship with ability to obtain and maintain a NV1 Security Clearance.

How to Apply:

If you are looking for an opportunity to play a vital role in a fast-growing Australian Technology company and be part of our amazing team, please submit your resume and cover letter by clicking Apply.

We are committed to fostering a diverse and inclusive workplace where all individuals are valued and respected. We believe that diversity of backgrounds, perspectives, and experiences leads to innovation and success. We actively promote equality and strive to create a welcoming environment for all employees. We are dedicated to building a team that reflects the diversity of our community and encourages everyone to bring their authentic selves to work.