Senior Finance Transformation Analyst

About Netwealth

Netwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.

Since 1999 weve grown rapidly by challenging the status quo. We move fast think big and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart Our people. Were a team of curious optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity and agility and we believe in creating an environment where you can do your best work grow your career and feel part of something meaningful.

If youre looking for a place where your ideas matter where innovation is celebrated and where you can help shape a brighter financial future join us at Netwealth.

The opportunity

Were looking for a Senior Finance Transformation Analyst to help shape how our Finance function operates as Netwealth continues to grow.

This is a hands on transformation role where youll identify opportunities to improve processes strengthen controls and reduce manual effort through automation data and emerging technology. Youll work across Finance and partner with teams including Fund Accounting Corporate Finance and FP&A to deliver practical improvements that make our processes more efficient scalable and effective.

As our automation and analytics capabilities continue to evolve youll also play an important role in exploring how AI powered solutions can improve reporting exception management and decision making across Finance.

Key Responsibilities include;

• Lead Finance transformation process improvement and automation initiatives that improve efficiency scalability and control effectiveness

• Identify investigate and resolve operational issues through root cause analysis and sustainable process improvements

• Develop and enhance automated workflows reporting dashboards and analytics to support better decision making

• Partner with stakeholders across Finance Operations Technology and Product to deliver change and operational improvements

• Leverage data AI and emerging technologies to drive innovation reduce manual effort and enhance Finance outcomes

About you

Youre a naturally curious and analytically minded finance professional who enjoys improving the way things work. You thrive on solving complex problems leveraging technology to drive efficiencies and partnering with stakeholders to deliver meaningful business outcomes. Your skills include:

• Experience in finance operations financial control accounting or financial services with exposure to process improvement or transformation initiatives

• Strong understanding of Finance processes controls and risk management with excellent analytical and problem solving skills

• Experience working with Finance systems automation platforms and reporting tools such as Power BI Power Automate SQL Python or similar

• A collaborative communicator who can influence stakeholders challenge existing ways of working and drive positive change

• Tertiary qualifications in Accounting Finance Business or a related discipline with experience in superannuation managed funds or AI tools

Life At Netwealth

At Netwealth we believe a fulfilling career is built on growth balance and belonging. Our people are our greatest strength and were committed to supporting you at every stage of life because when you thrive so do we.

Were proud to be recognised as one of Australias top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance with just 4 days in the office each fortnight. When youre in youll enjoy working from one of our modern thoughtfully designed spaces across Australia including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable and in Melbourne youll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare) income protection flu shots wellness weeks retail discounts and financial wellbeing services

• A vibrant culture: social events trivia nights and corporate sports

• Employee Resource Groups: LGBTQIA DAWN (Development and Accelerating Women at Netwealth) Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. And were certified by WORK180 Family Friendly Workplaces and Great Places to Work.

If youre excited by the opportunity but dont meet every requirements we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process Contact us at

Apply now and help us shape a brighter financial future!

Required Experience:

Senior IC