Address
Form of work- Permanent Full-Time position
- Location: Sydney
- Flexible working arrangements
The Role
This exciting, newly created role of Business Automation Analyst – Fund Reporting will require you to be responsible for the development and maintenance of automated tools and other technical solutions to increase efficiencies and enhance controls for BAU reporting and projects within Fund Reporting (Trust and Super fund).
Key Responsibilities:
- Provide automation and data expertise within the Fund Reporting team
- Design, build and implementation of effective tools and processes to support control of trust and super fund general ledger control environment and for enablement of Financial and Regulatory reporting
- Identify and ensure risks, assumptions, issues, and dependencies are appropriately captured and managed regarding reporting tools and recommend solutions to improve new and existing reports, tools, models, and database systems
- Trouble shooting and solution management for data process issues, tool issues or system interface issues
- Maintain the integrity and security of the Fund Reporting team information systems, reporting tools and databases
- Support change management for Fund Reporting team with data changes and associated changes to reporting tools
- Ad hoc preparation of datasets and reports
- Education of staff members through training and support of end users of tools
- Communication of technology, data, and process strategy requirements
- Define and own the value definition and priority of requirements
To Be Successful in This Role You Will Possess:
- Advanced Excel and VBA (required), SQL (desirable), Alteryx and SolveXia (useful)
- Computer programming qualification (highly desirable)
- CA/CPA qualification (desirable)
- High level of industry operational experience in funds management / financial services industry
- Experience with implementation of automation, simplification of processes or regulatory changes (desirable)
- Positive attitude, flexible and ability to work well with team
- Growth mindset and embracing of change
- Investment expertise, familiarity with financial regulations
- Networking, documentation, communication, project, and process review skills
Benefits
- In return, we offer development opportunities at an ASX top 200 company
- A professional, supportive, and friendly culture
- A range of corporate and lifestyle benefits
The Business
Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:IFL).
To Apply
Please submit your resume with a covering letter by clicking on “Apply Now.”
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
Insignia Financial is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.
Insignia Financial is conscious of our WHS obligations and is committed to providing a safe workplace for everyone. As such, we require all new employees to be able to comply with our National COVID-19 Vaccination Policy. We will gladly and openly discuss this with you during the recruitment process if you wish.
Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure.
