JobCubby JobCubby
Sign up
Commonwealth Bank

Analyst Wealth & Private Finance

Commonwealth Bank Sydney, New South Wales, Australia

Financial Services · 10,001+ employees

13 h ago
Junior (0-2 yrs) Full-time Australia
Log in to apply, save this posting, or score it against your profile with AI.

About the role

The analyst will support financial reporting, forecasting, and commercial analysis to assist leadership in making informed business decisions. They will also build relationships with stakeholders and utilize reporting tools like Tableau to enhance insight generation and process efficiency.

What they look for

Financial reporting Forecasting Financial planning Commercial analysis Financial modelling Stakeholder management Tableau Data visualisation Business partnering Financial control Analytical skills Problem-solving Excel Communication skills Banking Financial services

Requirements

Candidates should hold a degree in Finance, Accounting, Economics, Business, or Data Analytics and possess strong analytical and Excel skills. Experience in financial analysis or reporting is required, with professional qualifications like CA, CPA, or MBA considered advantageous.

Benefits

Flexible working arrangements Adjusted start and finish times Part-time arrangements Job share opportunities

Full description

Analyst, Wealth & Private Finance

  • Launch your finance career in a high-profile business partnering team
  • Develop commercial, analytical and stakeholder management skills in a leading financial services organisation
  • Work with senior leaders to deliver insights that drive business performance

 

Do work that matters

As an Analyst, Wealth & Private Finance, you'll support one of CommBank's most dynamic and growing businesses. Wealth & Private serves affluent and high-net-worth customers through specialist banking, wealth, investing and insurance solutions.  

Reporting to the Senior Manager, Private Finance, you'll contribute to financial reporting, forecasting, planning and commercial analysis that helps leaders make informed decisions. This is an excellent opportunity to build your finance business partnering capability while gaining exposure to a broad range of stakeholders across Finance and the Wealth & Private business.  

See yourself in our Team

Retail Banking Services (RBS) Finance partners with businesses across CommBank to provide objective analysis, trusted advice and decision support that helps improve financial performance, productivity and customer outcomes.  

Within RBS Finance, the Distribution Finance team provides commercial insights and financial management support to the Wealth & Private business. Our team is committed to continuous improvement, collaboration and developing future finance talent.  

Your impact

In this role, you will:

  • Support monthly performance reporting, forecasting, planning and financial control activities.
  • Assist with financial modelling and analysis across revenue, expenses, productivity, frontline performance and other key business drivers.
  • Contribute to reporting and presentations for leadership teams and Finance stakeholders.
  • Provide ad hoc commercial analysis and business insights to support decision-making.
  • Support planning, forecasting and target-setting activities.
  • Utilise Tableau and other reporting tools to enhance insight generation and process efficiency.
  • Assist with subsidiary reporting requirements, including board papers, financial statements and audit deliverables when required.
  • Build strong relationships with Finance and business stakeholders across Wealth & Private.
  • Contribute to process improvement initiatives and a high-performing team culture.

 

We're interested in hearing from people who have

  • A degree in Finance, Accounting, Economics, Business, Data Analytics or a related numerate discipline.
  • Experience preparing financial analysis, reporting, reconciliations or management information.
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Advanced Excel skills and confidence working with large datasets.
  • Exposure to Tableau or other data visualisation tools.
  • Strong written and verbal communication skills.
  • The ability to manage competing priorities and work collaboratively with stakeholders.
  • Knowledge of banking or financial services is desirable.
  • Progress towards, or completion of, a professional qualification such as CA, CPA or MBA.

 

Ready to build your finance career?

If you're curious, analytical and motivated to develop your business partnering skills in a highly visible finance team, we'd love to hear from you.  

Working at CommBank

At CommBank, we support flexibility so you can balance how and where work is done, with at least half of each month connecting in the office. We also offer flexible options including adjusted start and finish times, part-time arrangements and job share opportunities.

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 30/08/2026