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Financial Reporting and Control Senior Analyst – Wealth Management

Lanson Partners · Sydney

Hybrid Senior 🇬🇧 English

Job description

About the role

An exciting opportunity has opened for a Financial Reporting and Control Senior Analyst to join a high‑performing finance team supporting a fast‑paced wealth management business. The role is ideal for candidates transitioning from a chartered accounting or consulting background or those who have progressed through a finance graduate scheme.

Key responsibilities

  • Prepare statutory financial statements and regulatory reports in line with accounting standards and legislative requirements.
  • Perform balance‑sheet reconciliations and profit‑and‑loss analytical reviews, delivering insights on financial performance.
  • Coordinate the external audit process, managing requests, deliverables and supporting documentation.
  • Ensure compliance with financial reporting, governance and internal‑control requirements.
  • Identify risks, recommend process improvements and contribute to strengthening financial controls.
  • Build strong relationships across Finance and the wider business to support decision‑making and reporting outcomes.

Required profile

  • CA or CPA qualification.
  • Tertiary degree in Accounting, Finance or a related discipline.
  • Experience in financial control, statutory or financial reporting, preferably within financial services, banking, wealth management or superannuation.
  • Strong technical accounting knowledge and analytical/problem‑solving abilities.
  • Proven ability to engage effectively with stakeholders and work in a large or complex organisation.

Required skills

    What we offer

    • Excellent corporate culture.
    • Flexible hybrid work arrangement (2 days remote per week).
    • Professional development and clear career progression opportunities.
    • Competitive salary package up to $130,000 plus bonus.

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    Published 2 months ago

    20 views · 0 interested

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    Lanson Partners

    Sydney