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QBE Insurance

Senior Finance Analyst – Investment Portfolio

Posted 5 Days Ago
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In-Office
Sydney, New South Wales
Senior level
In-Office
Sydney, New South Wales
Senior level
The Senior Finance Analyst will manage investment portfolio financial integrity, reporting, analysis, and support decision-making for stakeholders.
The summary above was generated by AI
Primary DetailsTime Type: Full time

Worker Type: Employee

  • Location: Sydney
  • Type: Permanent, full time
  • Hybrid role, Happy to talk flexible working

The opportunity

We have an exciting opportunity for a Senior Finance Analyst to join our Finance team. This newly created role plays a key part in strengthening financial control and decision support across the Investment Portfolio, partnering closely with stakeholders to analyse performance, track budgets and provide commercially focused insights.

This is a hands‑on analytical role for someone who enjoys working with data, understanding performance drivers and translating financial information into clear, meaningful insights for senior management.

About QBE

At QBE, we get to the heart of what matters for our customers. And we do it all with a human touch.

We’re an international insurer with more than 13,000 people working across 26 countries – which means we’re big enough for your ambitions, yet small enough for you to make a real impact. It’s an exciting time. We’re building momentum towards our vision to become the most consistent and innovative risk partner.

What if you could have a positive impact – at work and in the world? As part of the QBE team, you’ll get to spend every day working with people who are passionate, talented and kind.

Your new role

As Senior Finance Analyst, you will ensure portfolio‑level financial integrity while partnering closely with senior leaders, value streams, and project teams to enable effective decision‑making.

In this role, you will:

  • Manage end‑to‑end Investment Portfolio ledger management, including cost centre management, budgets, journals, accruals, and month‑end adjustments
  • Own Portfolio‑level financial reporting, tracking and analysing actuals, forecasts, cash spend, and CAPEX/OPEX splits
  • Provide insights on financial trends, risks, and opportunities across the portfolio
  • Supporting capitalisation and amortisation processes in line with accounting standards
  • Partner with Value Stream leads, supporting detailed budgeting, forecasting, scenario modelling and spend analysis
  • Act as Finance SME to support the implementation of Planview portfolio and project management tool

About you

You are a confident finance professional with strong analytical capability and experience working in project, portfolio, or transformation environments.

You bring:

  • Proven experience partnering with senior stakeholders across finance, PMO, and delivery teams
  • Strong understanding of project accounting, CAPEX/OPEX treatment, and portfolio financial management
  • Advanced financial modelling, Excel, and financial systems skills
  • Ability to translate complex financial data into clear, actionable insights for non‑finance stakeholders
  • A proactive, detail‑oriented approach with the ability to manage multiple priorities
  • Relevant qualifications with a degree in Finance or related field and/or CA or CPA certification

Benefits

We offer a range of benefits to help provide holistic support for your work life, whatever your circumstances. As a QBE employee you will have access to and benefit from:

  • ‘Hybrid Working’ – a mix of working from home and in the office to enhance your work/life balance
  • Life Leave, supporting the life events we all experience, leaving your annual leave for rest
  • 18 weeks’ gender-equal flexible leave for all new parents, including paid super
  • A range of discounts on insurance products, car hire, hotels, goods and services

To learn more about benefits of working with us, click here. 

Rewards & Recognition

We value our employee’s experience with us and are proud to have been recognised for the following awards:

  • 2025 Winner of Excellence in Diversity, Equity & Inclusion Award at the Insurance Business Australia Awards for our Respect@QBE program
  • Platinum employer on the Australian Workplace Equality Index (AWEI) – the definitive national benchmark on LGBTQI+ workplace inclusion
  • Ranked in the top ten in the AAGE Top Graduate Employers 2025 for medium sized program as voted by graduates

APPLY NOW and let’s make it happen! 

If you’re looking for a career that combines your expertise and your empathy, click Apply today. Your career. At the heart of it.

Successful applicants will need to complete work rights, police and credit checks through our online provider as a condition of employment.

QBE recognise the value of diverse perspectives and experience. We are committed to an inclusive workplace where everyone feels valued and respected for who they are. If we can provide support with access requirements, alternative work arrangements or you would like to connect with one of our networks please contact us at [email protected]

Skills:

Analytical Thinking, Critical Thinking, Data Analysis, Detail-Oriented, Financial Data Reporting, Financial Forecasting, Financial Management, Financial Products, Financial Regulation, Intentional collaboration, Managing performance, Process Improvements, Self Motivation, Sourcing Analytics, Stakeholder Management

Application Close Date: 17/04/2026 11:59 PM

How to Apply:

To submit your application, click "Apply" and follow the step by step process.

Equal Employment Opportunity:

QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.

Top Skills

Excel
Financial Systems
Planview Portfolio Management Tool

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