Perpetual Limited

Finance Analyst

Perpetual Limited Sydney, New South Wales, Australia

Financial Services · 1,001-5,000 employees

7 h ago
financial-analyst Mid (2-5 yrs) Full-time Australia
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About the role

The Finance Analyst will support the Group Financial Control team by preparing statutory financial statements and ensuring the integrity of financial reporting. They will also contribute to month-end processes, technical accounting assessments, and reporting for the Board and executive management.

What they look for

Statutory reporting Financial control Technical accounting Financial analysis Balance sheet reconciliations Month-end close Year-end close Stakeholder management Analytical skills Problem-solving Excel OneStream TM1 TechOne Audit coordination Regulatory compliance

Requirements

Candidates must hold a CA or CPA qualification and possess 2-5 years of experience in audit, financial accounting, or group reporting. Strong proficiency in accounting standards, financial statement preparation, and advanced Excel skills are essential for this role.

Benefits

Work from anywhere in Australia for up to one month each year Annual wellbeing allowance Study support Professional development

Full description

  • Join a high-performing Group Financial Control team responsible for statutory reporting, compliance and financial governance.
  • Gain exposure to complex accounting matters and reporting requirements within a complex ASX-listed financial services organisation.
  • Develop your technical accounting expertise while driving process improvements and supporting executive, Board and external reporting.

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

About the Role

Join the Group Financial Control team and play a key role in maintaining the integrity of financial reporting and controls across Perpetual Group. As a Finance Analyst, you will support the delivery of timely and accurate financial information to management, regulators, the Board and external stakeholders. This role provides broad exposure to statutory reporting, technical accounting, financial control activities, external audit and management reporting within a complex ASX-listed environment.

You will:

  • Prepare statutory financial statements for Perpetual Group and its subsidiaries in accordance with applicable accounting standards and regulatory requirements.
  • Support the month-end and year-end close processes, including journal preparation, balance sheet reconciliations and financial analysis.
  • Deliver accurate and timely group financial reporting to management and key stakeholders.
  • Assist in maintaining Group accounting policies and supporting the implementation of new accounting standards.
  • Contribute to technical accounting assessments and papers for senior management and the Audit, Risk and Compliance Committee.
  • Contribute to Board, CFO and executive reporting, including forecasting, budgeting and business planning activities.
  • Partner with external auditors and coordinate audit requests to support the efficient completion of audits.
  • Identify opportunities to enhance financial controls, reporting processes and system efficiencies.

About You

You are a motivated and detail-oriented accounting professional looking to build your career within a complex corporate environment. You may be seeking your first move from audit or already working in financial accounting and looking to broaden your exposure to group reporting and technical accounting.

You will bring:

  • CA or CPA qualification (or near completion).
  • 2-5 years' experience in audit, financial accounting or group reporting.
  • Strong understanding of accounting standards and financial statement preparation.
  • Experience working within a large corporate, listed company or professional services environment.
  • Excellent analytical, problem-solving and stakeholder management skills.
  • Strong attention to detail and the ability to manage competing priorities in a deadline-driven environment.
  • Advanced Excel skills and experience working with finance systems such as OneStream, TM1, TechOne or similar.
  • Big Four audit experience and/or exposure to ASX-listed reporting requirements will be highly regarded.

How we work Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Study support and commitment to supporting professional development

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

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