Analyst, Finance & Planning

at  IFM Investors

ABOUT US

Owned by pension funds. Inspired by their members. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We prioritise the interests of like-minded investors worldwide who aim to build a real and lasting impact by focusing on assets that combine excellent long-term risk/reward characteristics with broad economic, environmental and social benefits to the community. Operating globally from offices in Melbourne, Sydney, London, Berlin, Zurich, Amsterdam, New York, Hong Kong, Seoul and Tokyo, IFM manages investments across infrastructure, debt, listed equities and private equity assets. For more information, visit ifminvestors.com.

YOUR BACKGROUND AND EXPERIENCE

• Good foundation of experience (typically 2+ years) in accounting, particularly management accounting, business planning and budgeting.
• Proven experience performing data analysis tasks, liaising with internal clients and preparing reports for management.
• Must have tertiary qualification in commerce, economics, finance or related field and either has or working towards CA/CPA qualifications.
• Detailed market knowledge and a keen interest in the asset management industry.
• Client relationship management, be able to build relationships across the business and collaborate with others towards a common goal.
• Business acumen, financial metrics and key performance drivers.
• Analytical mindset and a natural problem solver with excellent numerical skills.
• Proficient in Microsoft Excel and financial modelling.

The Finance and Planning Analyst will join an established team and will be responsible for producing high quality financial & strategic analysis that will assist senior managers improve the financial performance of the Group. This role will be responsible for the preparation and continued development of business reporting within the Group, including Budgeting, financial forecasting, Business Plan and corporate financial modelling.

Some of your responsibilities will include:

• Day to day responsibility for the budget versus actual variance analysis.
• Preparation and delivery of the IFM Corporate Financial Budget and forecasts.
• Preparation of Monthly Performance Report for senior management.
• Assisting with the preparation of financial assessments on new products for the Investment Solutions Committee.
• Working as a finance business partner with teams across the organisation.
• Working with a Business Intelligence Tool and Dashboard reporting.
• Supporting to the Corporate Accounting team.