_{07th January, 2026}

Reporting to the GM FP&A, the Finance Analyst - FP&A plays a key role in providing strategic financial analysis and reporting to the Executive Leadership Team, Board, and Investors. In addition to core FP&A responsibilities, this role will support the upcoming implementation of Adaptive Planning, working closely with business units to ensure a successful rollout. You will contribute to forecasting, budgeting, and provide insights that inform decision-making at the highest levels.
 
 Key Responsibilities:

• Develop and maintain financial models to support the five-year business plan
• Prepare Board reports on KPIs and performance metrics
• Support investor and analyst communications with key financial insights
• Deliver regular corporate-level financial reports and forecasts, highlighting trends and strategic implications
• Work with business units and GM-level stakeholders to implement Adaptive Planning
• Ensure compliance with legislative, company, and risk management policies
• Act as a senior team member, contributing to a strong team culture and overall success
• Support colleagues, fostering collaboration and knowledge-sharing

 
What You'll Need to Succeed

• Experience as a Financial Analyst, ideally within financial services or a related industry
• CA and/or CPA qualification, with significant post-qualified experience
• Strong analytical skills and the ability to provide data-driven recommendations
• Excellent communication skills - confident in engaging with stakeholders at all levels, including GMs
• Forecasting and budgeting experience is highly regarded
• Exposure to investor relations and board reporting is a plus
• A proactive, solutions-focused approach with the ability to manage competing priorities
• Collaborative and influential, with a strong ability to engage business leaders and drive outcomes

 
What we offer:

• A warm, open, and supportive culture.
• An attractive remuneration package, including reward and recognition programs.
• An employee wellness program, including discounted health insurance and an employee assistance program.
• A workplace volunteering and giving program to enable you to help others in the community.
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2025.
• Discounted tax and estate planning services.
• 16 weeks paid parental leave for the primary carer.
• Great central CBD location, Modern office fit-out and end-of-trip facilities.
• Flexible/Hybrid working environment.

 
About us - Trusted since 1888   
 
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.  We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.   
 
Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
 
 
 

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