Finance Analyst – FP&A

at  Equity Trustees

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. You will be responsible for financial modelling, business performance reporting, and preparing insights that inform decision-making at the highest levels.

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.

• 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, highlighting trends and strategic implications
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• 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