Financial Analyst

About us

Established in 1840, we are Australia’s first wellbeing company, delivering health, wealth and care services for our members and the community.

As a social enterprise, we’re motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.

For us, Real Wellbeing encompasses the whole experience of life. It’s about feeling supported in your health, connected with your community and empowered to live life on your terms.

Your New Role Looks Like This:

Join Australian Unity’s Wealth & Capital Markets division as a Financial Analyst – AU Life and make a meaningful impact in a high-growth sector where we’re leading the market in investment bonds.

In this dynamic role, you’ll work closely with the Head of Finance – AU Life to provide expert financial and actuarial insights, support regulatory and management reporting, and collaborate on strategic initiatives. You’ll play a pivotal role in managing our actuarial service providers, ensuring our prudential obligations are met while contributing to product innovation and investment decisions.

This is your opportunity to shape the future of AU Life, grow your career, and be part of a purpose-driven company that values collaboration, innovation, and continuous improvement.

Key Responsibilities Include:

• Partner with the Head of Finance – AU Life to manage actuarial service vendors and meet regulatory reporting obligations.
• Deliver high-quality reports for management, the board, and regulators within set timeframes.
• Ensure accurate data collation, analysis, and validation for quarterly APRA returns.
• Support capital management decisions and bonus declarations for benefit funds.
• Conduct financial modelling and feasibility analysis to inform investment decisions.
• Collaborate on strategic partnerships, white-label opportunities, and product design.
• Contribute to ICAAP updates, stress testing, and risk scenario analysis.
• Provide valuable insights for budgeting, forecasting, and business planning.
• Continuously seek process improvements and enhance financial methodologies.

About You:

• Tertiary qualifications within one or more of the following disciplines: Financial Analysis, Actuarial Studies, Economics, Information Systems and Business
• Actuarial background highly desirable
• Demonstrated experience in the life insurance, capital management and/or broader financial services sectors.
• Solid technical skills including EXCEL and VBA
• Knowledge of the funds management industry desirable (either via direct experience or consulting to Funds Management client)
• Strong analytical skills with the ability to collect, organize, analyse and disseminate significant amounts of information with attention to detail and accuracy
• Tertiary qualifications within one or more of the following disciplines: Financial Analysis, Actuarial Studies, Economics, Information Systems and Business

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 PLUS our Bump to Baby
• 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

For further benefits visit: https://www.australianunity.com.au/careers/culture

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.