Commercial Business Partner

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Date: 18 Feb 2026

Location: Melbourne, VIC, AU, 3000

Company: Australian Unity

Commercial Business Partner (Wealth & Capital Markets)

 

Location: Melbourne Head Office | Work model: Hybrid

 

What Makes Us, Us

 

We want to be the most trusted wellbeing company in Australia, and this means our focus on wellbeing starts with our people. We support our employees Real Wellbeing so that they can better support our members’ and customers’ wellbeing journey.

 

At Australian Unity, we’re for real wellbeing. For us, real wellbeing means so much more than physical health. It’s about your standard of living, your personal relationships and being connected to your community. It’s about what you want to achieve in life, while having the security to get out and do what makes you happy.

 

We’re bold, warm and honest. We make a real difference to people’s wellbeing.

 

Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.

 

 

Your New Role Looks Like This:

 

Reporting to the Commercial Finance Manager, the Commercial Business Partner provides financial, compliance and commercial support to the Commercial Finance team across the Wealth & Capital Markets platform.

 

You’ll own day-to-day bank account administration, RG166 evidence preparation, cash flow monitoring, funding requests and related compliance activities - ensuring processes are robust, well documented and aligned with regulatory and governance requirements.

 

You’ll also support the Commercial Finance Manager with performance reporting, budgeting and forecasting support, board and committee papers, data preparation and ad hoc analysis—enabling the broader team to focus on value-adding insights, strategic decision making and business partnering. As part of the platform finance and commercial team, you may also support broader initiatives and projects across W&CM as required.

 

 

Key Accountabilities Include:

 

  • Assisting in the preparation of high-quality monthly performance reporting packs that articulate key drivers, variances and trends, with risks and opportunities to outlook and clear commentary for senior stakeholders

 

  • Ensuring reporting is accurate, timely and aligned with Group Finance requirements

 

  • Supporting decision making through financial analysis, insights and scenario/sensitivity analysis where required

 

  • Providing ad hoc analysis to support funding, performance or strategic initiatives

 

  • Supporting annual budgeting and quarterly forecasting cycles through data collection/validation, robust assumptions and clear packs with narrative, risks and opportunities

 

  • Owning and coordinating bank account administration (openings, closures, amendments and online banking access)

 

  • Assisting with RG166 documentation, reconciliations and financial resource calculations under guidance from senior finance staff

 

  • Ensuring compliance documentation is complete, accurate and audit-ready

 

  • Monitoring cash flows for assigned entities and funds and supporting funding requests and related analysis

 

  • Liaising with Group Finance and Treasury to ensure accuracy and alignment of cash flow information

 

  • Preparing Platypus Board and committee reporting, assembling financial insights and supporting analysis

 

  • Uploading papers into governance systems, managing version control and ensuring timely distribution

 

  • Identifying opportunities to improve reporting quality, timeliness, automation and documentation and contributing to stronger processes, controls and commercial storytelling

 

 

About You:

 

  • 3–5 years’ experience in commercial finance, financial analysis or a similar role

 

  • CA/CPA Qualified

 

  • Strong commercial and financial acumen, with a proactive and detail-focused approach

 

  • Excellent written and verbal communication skills, with confidence producing clear packs and commentary

 

  • Experience working in a regulated or governance-focused environment (preferred)

 

  • Exposure to budgeting, forecasting and performance reporting

 

  • Experience supporting Board or committee reporting (desirable)

 

  • Strong process and control mindset, with disciplined documentation practices

 

  • Advanced Excel skills and experience using financial systems

 

  • Ability to work autonomously while collaborating effectively with stakeholders

 

 

What’s on Offer:

 

You will enjoy a range of great employee benefits and rewards including:

 

  • Competitive salary + bonus program

 

  • Enjoy additional yearly Well-Being and Community leave days

 

  • 14-week paid parental leave, with equal benefit for both parents

 

  • Employee Referral Program

 

  • Employee Assistance Program – support and assistance for you and your partner at those times in life when you need it most

 

  • Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.

 

  • Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more!

 

  • Available access to LinkedIn Learning courses through our great Learning platform