ABOUT US

Established in 1840, we are Australia’s first wellbeing company, delivering health, wealth and care services for our members and the community.
As a social enterprise, we’re motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.
For us, Real Wellbeing encompasses the whole experience of life. It’s about feeling supported in your health, connected with your community and empowered to live life on your terms.

We’re looking for a dynamic professional to join our team as a key player in driving commercial and strategic initiatives within the Wealth & Capital Markets (W&CM) business unit. Reporting directly to the Head of Commercial Finance and Social Infrastructure, you’ll have the opportunity to make a significant impact by supporting and executing high-profile projects.
As a vital member of our platforms finance and commercial team, your role will extend across the platform, offering you exposure to a diverse range of finance initiatives. You’ll also build and nurture strong partnerships with Business Unit leaders and teams within the W&CM platform, ensuring seamless collaboration and engagement on key business activities. You will have primary responsibility for the financial planning and analysis for the W&CM platform including preparation of annual strategic plans, driver-based analysis, business insights and scenario planning.

Key Responsibilities Include:

• Responsible for regular monthly strategic, commercial and financial planning, analysis and business partnering
• Benchmarking of financial and non-financial KPIs against competitors and identifying actionable performance improvement / risk mitigation initiatives
• Working closely with the senior team members, completing analysis of platform and business unit strategies as well as the evaluation of investment opportunities and other strategic initiatives
• Support the commercial oversight and monitoring of the W&CM platform capital funding requirements.
• Developing robust financial models and providing financial and commercial analysis to support the evaluation of any mergers or acquisitions or divestment activity entered into by the business unit