Financial Analyst

Join the best. Be yourself.

“Being the best isn’t just about being the best professionals. It’s about being the best place to work, grow, be yourself.”  

Wotton + Kearney (W+K) has been in the insurance and risk business for just over 20 years. From a founding partnership of two in 2002, W+K has grown to be a market-leading firm with more than 600 people across Australia and New Zealand.
The role

We are currently seeking a proactive and detail-oriented Financial Analyst to join our Finance division. The successful candidate will play a crucial role in supporting various financial activities, including compliance-based reporting, client reporting, and project transitions. This is an exciting opportunity for individuals looking to grow their career in finance within a dynamic and supportive team.
Responsibilities:

• Provide services relating to compliance-based financial reporting, auditing, insolvency and accounting information systems; and advise on associated record-keeping requirements;
• Provide support during the month-end with activities such as Revenue and Margin reporting;
• Responsible for driving and managing the Firms Client Reporting requirements, including on time and accurate delivery to clients as per agreed timetable;
• Provide support to the WKase project team to ensure the successful transition on the Client Report Stream, including the ongoing maintenance after launch;
• Provide ad-hoc support to the Business Analyst team in terms of the business reporting requirements;
• Assisting in formulating budgetary and accounting policies;
• Assisting in preparation of financial statements for presentation to boards of directors, management, shareholders, and governing and statutory bodies;
• Examining operating costs and organisations' income and expenditure;
• Providing assurance about the accuracy of information contained in financial reports and their compliance with statutory requirements;
• Providing financial and taxation advce on business structures, plans and operations; and
• Introducing and maintaining accounting systems and advising on the selection and application of computer-based accounting systems.

We are seeking an individual who has:

• Minimum of 2 years experience as Financial Analyst within the Legal industry.
• Bachelor degree in Business & Finance.
• Experience using legal industry programs such as Aderant is essential.
• Should have experience in using Power-Bi to create reports.
• Any Financial Analysis certifications would be considered a distinct advantage.
• Exceptional organisational skills with the ability to manage competing priorities.
• A keen eye for detail.
• A customer-service focus.
• A self-motivated outlook, pro-active personality and have a strong work ethic.
• The ability to take initiative, solve problems and demonstrate you care about your work product.

At Wotton + Kearney, our core values of relationships, excellence, and diversity are not mere words on a wall but principles that guide our everyday actions. We foster a culture of collaboration, respect, and inclusion, ensuring that these values are lived and breathed by each member of our firm.
  
Culturally, it is important to us that if you are part of the high performing W+K team that you feel supported and valued for your contribution. These are some of the ways we achieve this goal:

• FLEX for all. We care about client outcomes, quality, and business and cultural contributions. If you can make that work by working part-time, working “irregular hours” or working from home – then so can we.
• Our mentoring program offers continuous support and guidance throughout your career. You'll have access to training, conferences, and workshops, keeping you updated on the latest developments in the legal and insurance industries.
• Our culture sets us apart. Collegiate, open, innovative, passionate about everything we do.
• We give back to the community. Join us in CSR activities to support our charity partners, from building houses in Cambodia, participating in fun runs or baking cup cakes, there's a way for everyone to contribute.
• Leaders of the pack. Work with a firm that understands its purpose, has a singular focus on the insurance industry and is excited by the potential for growth in our market!
• Supporting you with generous parental leave entitlements, purchased annual leave, home office allowances, education assistance, Employee Assistance Program and many more.

For more information about Wotton + Kearney, please visit our website at https://www.wottonkearney.com.au/.
How to apply

Please navigate via the “apply now” link.
We are committed to fostering an inclusive and diverse workplace at Wotton + Kearney. As part of our dedication to accessibility, we strive to support candidates with disabilities throughout the interview process. If you require any accommodations or assistance during the application and interview stages please contact Ellie Guy, Talent Acquisition Business Partner on (02) 9071 1972.
Note to recruitment agencies
  
Please do not send unsolicited resumes to any Wotton + Kearney employee in relation to this role or others. We cannot accept unsolicited resumes or be responsible for fees related to unsolicited candidates.