About us
At GBST, we’re inspiring wealth innovation for wealth management and advice organisations globally. Our commitment to excellence, track record of continued and successful delivery, hard work and product excellence has earned us the trust and partnership of many of the world’s leading financial services organisations.
We’ve invested heavily in transforming our technology stack to bring a truly immersive and digital experience to the front and back-office.
The opportunity for U
We’re now on the lookout for a Senior Finance Analyst. This role plays a key role in building a high-performing, commercially focused FP&A function at GBST through financial modelling, analysis and reporting and supporting budgeting and forecasting. You’ll also be partnering with the business stakeholders to support decision-making. The role shifts Finance from producing numbers to delivering decision-grade insights.
What U will do:
Forecasting and Budgeting
Maintain and enhance build and rollover of forecast models (P&L, cashflow, ARR)
Support any further value add modelling for internal use
Support budget process (driver-based)
Analyse variances and identify key performance drivers
Conduct scenario and sensitivity analysis
Support weekly cashflow forecasting and provide insights into key movements and risks
Maintain integrity, documentation and version control of planning models
Performance Analysis and Reporting
Produce monthly board and management packs and commentary
Provide clear insights into: ARR performance, Revenue and new business pipeline, AWS/ SaaS cost analysis, People cost trends, Margin and profitability
Translate financial results into clear business implications
Support Financial Control in efficient month end and review of results
Commercial and Business Partnering
Support commercial deal and contract review analysis
Conduct client and product profitability analysis
Partner with divisional leaders to understand drivers and risks
Assist with investment cases and strategic initiatives
Ad-hoc commercial analysis
Commercial and Business Partnering
Support commercial deal and contract review analysis
Conduct client and product profitability analysis
Partner with divisional leaders to understand drivers and risks
Assist with investment cases and strategic initiatives
Ad-hoc commercial analysis
Process and Continuous Improvement
Proactively identify and implement process improvements across forecasting, reporting and modelling
Work closely with Financial Control to ensure alignment
Identify opportunities to simplify and standardise processes
U will be someone who can
Participate in team meetings to bring up issues, share knowledge, share achievements, and provide training and direction
Develop strong and effective working relationships
Effectively communicate information and insights to the team
Ensure successful communication/work with all areas of the business
Contribute to continuous improvement in project methodologies, processes, and supporting tools to identify and implement improvement opportunities
Ensures compliance with GBST policies and standards, and with local statutory requirements
Complies with all legislative requirements
Adheres to company policies and procedures of the Corporate Code of Conduct
Where proper keeps up with industry trends and changes through membership in relevant organizations,
Ensures personal adherence to workplace health and safety requirements and takes positive action to ensure a safe workplace
Acts in an ethical way when dealing with company assets and other people
GBST & U benefits:
2 days flexible/hybrid working arrangement
Instant savings and discounts on major retailers across the country
Employee Assistance Program (EAP)
Study Assistance Program
Additional GBST & U day off every year
Paid parental leave
Swapping public holidays with a day of significance for you
Annual Flu Vaccination
Novated car leasing
Discounted private health insurance
LinkedIn Learning
If you’re looking for a role where you can be a part of exciting innovation, we want to hear from you! Apply now or connect now if you would like to hear more about our career opportunities in the future
Please note due to a high volume of applications received, we are only able to contact applicants progressing to the next stage. We are currently managing recruitment internally and do not require support from external agencies.
Skills Required
- Experience in FP&A including financial modelling (P&L, cashflow, ARR) and forecasting
- Driver-based budgeting and build/rollover of forecast models
- Scenario and sensitivity analysis for financial decision-making
- Produce monthly board and management packs with clear commentary
- ARR, revenue and new business pipeline analysis, and AWS/SaaS cost analysis
- Support month-end processes and work with Financial Control
- Commercial deal and contract review analysis and client/product profitability analysis
- Strong business partnering and communication skills with divisional leaders
- Maintain model integrity, documentation and version control
- Drive process improvements and standardisation in forecasting, reporting and modelling
- Comply with company policies, statutory requirements and workplace health and safety
What We Do
GBST delivers technology and digital solutions to enable, support, and scale wealth management and advice organisations globally. The company creates vital back, middle, and front-office solutions for wealth managers, life and pension companies, stockbrokers, and fund managers, supporting over 5.5 million investor accounts worldwide through its leading-edge technology stack.
