Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

The Analyst, Expenses Reporting is part of the Group Financial Control & Payroll Services team within CFS Finance and Fund Services team (F&FS).

This role plays a central role in the Group Financial Control & Payroll Services team and also across finance through contributing to a strong financial control environment. The incumbent is expected to actively assist in managing key stakeholders (e.g. Management and Decision Support team), with responsibilities including ensuring the integrity of the month end result especially for the business unit(s) you are assigned, reporting, insightful and actionable analysis, and assurance related activities.

The Analyst, Expenses Reporting reports to the Senior Manager – Expenses Reporting and Remediation.

Your Responsibilities

• Support the month-end process for the Expenses Reporting and Remediation Team.
• Analytical review of the expense ahead of the GL closing to verify results are in line with expectations;
• Preparation of monthly Business Unit expense snapshots;
• Provide support to other teams within Finance and the business to gain insights into the expenses and financial position;
• Support on the annual audit process and liaise with external auditor;
• Maintain a sound financial control environment including balance sheet reconciliation; control testing, etc.;
• Focus on continuous improvement opportunities to automate and simplify expense reporting process;

Your Capability and Experience

• Experience in expenses management and reporting.
• Strong analytical skills.
• Excellent interpersonal and communication skills with demonstrable achievements in managing complex situations where the ability to positively influence others to achieve optimal outcomes is paramount to achieving success.
• Self-motivated individual who displays a “can-do” pro-active style and desire to provide excellent service to customers.
• Degree in Accounting, Finance or related subjects.

What to Expect

At CFS, you’ll be working among the very best in the wealth management industry. It’s an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services
• Life Leave – 3 days per annum to focus on your wellbeing or celebrate a special event
• Exclusive discounts on retail, travel and entertainment
• Additional leave day to celebrate your birthday

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Apply today and join us in helping Australians to achieve their financial freedom.

CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based on Gadigal land (Sydney).