Senior Investment Reporting Analyst

1 month ago

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

Financial Reporting and Analysis Role

The Commonwealth Bank of Australia is seeking a skilled Financial Reporting and Analysis professional to join their team. As a key member of the Group Financial Reporting & Analysis team, you will provide financial support to the CEO, CFO, Executive Leadership Team (ELT) and Board.

The team's areas of focus include:

  • Investment Reporting & Analysis - supports the Group with the reporting and analysis on our strategic investments portfolio, which is used to ensure strategic decision making and operational excellence
  • Performance Reporting– performance analysis, monthly management reporting for the Group and Profit Announcement reporting to shareholders
  • Planning and Forecasting – ownership of the Group's Planning & Forecasting process, strategic and ad-hoc analysis
  • Decision Support – strategic projects, insight development and ad-hoc analysis

Your key responsibilities will include:

  • Developing forecasts and analysis of the internal investments portfolio for senior management and project stakeholders
  • Analysis on the efficiency, effectiveness and yield of the investment portfolio to the Group CFO, Executive Leadership Team and project community on the internal investments portfolio
  • Ensuring that a robust due diligence process is undertaken on external equity investments
  • Developing reporting utilising BI tools such as Tableau, Power BI and Alteryx

Requirements

  • 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 modelling 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;

About the Commonwealth Bank of Australia

The Commonwealth Bank of Australia is Australia's leading provider of integrated financial services. They are committed to continuously improving governance practices and ensuring that they are aligned with business, stakeholders and customers' needs.

Financial Services partner with all areas of CommBank to specialist advice, support and services in finance, audit, treasury, property, procurement, climate strategy and investor relations.

We're looking for someone who

  • Values excellent commercial acumen
  • Has strong analytical and commercial skills
  • Is familiar with BI tools such as Tableau, Power BI and Alteryx
  • Has experience working with large datasets and data manipulation
  • Has advanced Excel skills for financial modelling and analysis
  • Has strong PowerPoint skills
  • Is innovative and able to drive results
  • Has excellent verbal, written communication skills and critical thinking skills;

What we offer

We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive salary and benefits package.

How to apply

If you're interested in this role, please submit your application through our website.

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