Strategic Investment Reporting Professional

1 week ago

Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time
About Us

The Commonwealth Bank of Australia is a leading provider of integrated financial services, committed to continuously improving governance practices and ensuring alignment with business, stakeholders', and customers' needs.

Job Description

We are seeking a highly skilled Strategic Investment Reporting Professional to join our Financial Services team. In this role, you will provide financial support to the CEO, CFO, Executive Leadership Team (ELT), and Board, focusing on investment reporting and analysis.

  • You will develop forecasts and analysis of the internal investments portfolio for senior management and project stakeholders.
  • Analysis will be conducted on the efficiency, effectiveness, and yield of the investment portfolio to the Group CFO, ELT, and project community on the internal investments portfolio.
  • A robust due diligence process will be ensured on external equity investments.
  • Reporting will be developed using Business Intelligence tools such as Tableau, Power BI, and Alteryx.

Your Key Responsibilities

  • Monthly investment spend reporting including key business metrics and insights for senior management.
  • Reporting on the effectiveness and efficiency of the investment portfolio and resources.
  • Developing reporting using Business Intelligence tools.
  • Assisting in the preparation of external results reporting on the investment portfolio.
  • Ad-hoc analysis of the project delivery workforce and allocation of funding with a focus on optimization.
  • Assisting in the preparation of Annual Operating Plans and Quarterly Business Review memos.
  • Process improvement/automation of processes to streamline work.
  • Providing independent review of strategic equity investments and advice to the Group CFO through financial due diligence.
  • Engaging with people across various parts of the Group; stakeholder management and communication skills are paramount in this role.
  • Operational responsibilities required for the smooth functioning of the Investment Reporting and Analysis team, as well as proactively contributing to long-term value creation for the Group.
Required Skills and Qualifications

To succeed in this role, you will need:

  • Excellent commercial acumen.
  • Strong analytical and commercial skills, with demonstrated ability to draw insights from analysis.
  • Working knowledge of Tableau, Power BI, SQL, and Alteryx.
  • Familiarity working with large datasets and data manipulation.
  • Advanced Excel skills for financial modeling and analysis.
  • Strong PowerPoint skills.
  • Transaction services/valuations experience preferable but not essential.
  • Demonstrated ability to manage multiple deliverables simultaneously.
  • Innovative and able to drive results.
  • Excellent verbal, written communication skills, and critical thinking skills;
Benefits

As a member of our team, you will enjoy:

  • A competitive salary of approximately $120,000 - $150,000 per annum, based on location and experience.
  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • Access to cutting-edge technology and tools.
  • A comprehensive benefits package, including health insurance, superannuation, and paid leave.

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