Senior Finance Transformation Analyst

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The opportunity

We’re looking for a Senior Finance Transformation Analyst to help shape how our Finance function operates as Netwealth continues to grow.

This is a hands on transformation role where you’ll identify opportunities to improve processes, strengthen controls and reduce manual effort through automation, data and emerging technology. You’ll work across Finance and partner with teams including Fund Accounting, Corporate Finance and FP&A to deliver practical improvements that make our processes more efficient, scalable and effective.

As our automation and analytics capabilities continue to evolve, you’ll also play an important role in exploring how AI powered solutions can improve reporting, exception management and decision making across Finance.

Key Responsibilities include;

• Lead Finance transformation, process improvement and automation initiatives that improve efficiency, scalability and control effectiveness

• Identify, investigate and resolve operational issues through root cause analysis and sustainable process improvements

• Develop and enhance automated workflows, reporting, dashboards and analytics to support better decision making

• Partner with stakeholders across Finance, Operations, Technology and Product to deliver change and operational improvements

• Leverage data, AI and emerging technologies to drive innovation, reduce manual effort and enhance Finance outcomes

About you

You're a naturally curious and analytically minded finance professional who enjoys improving the way things work. You thrive on solving complex problems, leveraging technology to drive efficiencies and partnering with stakeholders to deliver meaningful business outcomes. Your skills include:

• Experience in finance operations, financial control, accounting or financial services, with exposure to process improvement or transformation initiatives

• Strong understanding of Finance processes, controls and risk management, with excellent analytical and problem solving skills

• Experience working with Finance systems, automation platforms and reporting tools such as Power BI, Power Automate, SQL, Python or similar

• A collaborative communicator who can influence stakeholders, challenge existing ways of working and drive positive change

• Tertiary qualifications in Accounting, Finance, Business or a related discipline, with experience in superannuation, managed funds or AI tools

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services

• A vibrant culture: social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at talent@netwealth.com.au

Apply now and help us shape a brighter financial future!