Senior Finance Business Partner - Investments

Job Description

Senior Finance Business Partner - Investments Company Description Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders.Closing date: 19th February 2025 Please note Rest does not accept speculative resumes from recruitment agencies.Rest will review applications prior to the closing date and may close the role earlier.Job Description Established in 1988, Rest is one of Australia's largest profit-to-member superannuation funds. We support nearly two million members, with around $86 billion of funds under management and are recognised as a responsible investment leader. We believe when members understand and engage with their super, they're more likely to get a better retirement outcome.Everything we do at Rest is underpinned by our values and behaviours; we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply, we want our people to thrive and love the work they do.Key Responsibilities Provide comprehensive finance partnering and manage senior stakeholders in Rest's Investment Division, ensuring timely and accurate delivery of financial responsibilities. Conduct financial analysis for investments, including new opportunities and divestitures, with a focus on business cases, benefit identification, and Whole of Fund impact. Prepare and manage the annual investment cost budget, assist with forecasting, and provide regular financial reporting and analysis to stakeholders. Support Best Financial Interest Duty Assessments, including NPV calculations, and ensure compliance with financial risk management framework. Drive innovation and process improvements to enhance efficiency and reduce costs, while promoting a culture of value-add within the team. Develop and maintain complex financial models, leveraging advanced Excel skills to provide impactful analysis and decision support across investments. Coach and advise stakeholders on budget responsibilities and financial performance improvement, aligning operating costs with the strategic business plan. Qualifications CA or CPA qualified or tertiary finance qualifications or equivalent. Significant experience in financial services or Superannuation Fund, with specific investment experience (particularly in Private Markets). Advanced modelling and Excel skills, with proven track record in building and maintaining complex models. Strong business partnering experience across multiple senior stakeholders. Comprehensive knowledge of the Superannuation and Financial Services Industry. Excellent communication, presentation, and stakeholder management skills. Proven ability to work effectively in a team environment and manage projects efficiently. Additional Information Our benefits have been designed so you can tailor your experience with us and include:Personal and professional development opportunities. Hybrid working. Purchase leave scheme and gender neutral 16 weeks paid parental leave. Super Contribution Continuation for 12 Months of parental leave. Linkedin Learning. Income Protection Insurance. Rest Excellence awards (peer recognition awards based on Rest's values and behaviours). Rest Stops - meeting free breaks. If you share our values, believe you can help make a difference for our members, and want to be part of a leading superannuation fund with a Super culture, please click Apply Now.Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves, and inspired to do their best.We value the different backgrounds, lived experiences, and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations, and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples, and those with disrupted work history due to career or other breaks.Please note only people with the right to work in Australia will be considered. #J-18808-Ljbffr