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Senior Manager/Manager Data Analytics - Perpetual Wealth Management

Employer
Perpetual
Location
Sydney, Australia
Salary
Competitive
Closing date
Jul 30, 2024

View more

Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
  • Work where we work best - Hybrid office/work-from-home environment
  • Great exposure to very tricky and tangled separation of finance systems
  • This is a Max term contract role until the 28th of February 2025

The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.

About the role

Following the completion of a comprehensive Strategic Review, on Wednesday 8 May it was announced that Perpetual Limited would become a standalone Asset Management business. As a result, Perpetual has entered into an agreement with an affiliate of Kohlberg Kravis Roberts & Co. L.P. (together with its affiliates, "KKR") who will acquire 100% of the Corporate Trust and Wealth Management businesses.

As the Senior Manager/ Manager Data Analytics within our Separation Management Office, the role will be supporting Perpetual Wealth Management, and you will:
  • Support and assist the PP Finance teams with Separation Programme activities. (including but not limited to the finance data analytics technical function, including developing a core suite of Business Intelligence tools)
  • Import data from transactional systems and other data sources into TM1 cubes. You will be ensuring the stability, accuracy & integrity of related, pipes, feeds, macro's connected to the general ledger Computron, Finance data mart (FDM business object) and other internal and external applications that require consolidation
  • Development of analytics tools and data visualizations to be used by Finance and the business, including Group Executives
  • Design and management of core suite of reports/dashboards (creating an automated self-service catalogue of reports)
  • Work closely with cross-functional teams, including business partners and key stakeholders across the business.

About you
  • 10 years financial services industry experience with expert knowledge of core finance & operational systems
  • Relevant Finance/IT/Math's degree or significant experience within profession
  • 5 years' experience as a TM1 developer with experience in creating cubes and writing processes
  • Ability to work with large and complex data from a variety of sources across numerous database platforms.
  • Advanced knowledge of databases such as SQL Server, Azure, Business Objects and TM1 and SQL/VBA/ODBC data extraction and manipulation skills
  • Experience with visual reporting tools such as PowerBI, Qlik, Tableau.

How we work

Our unique culture is underpinned by our three organisational behaviors, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits
  • Work from anywhere in Australia for up to one month each year.
  • An annual allowance to empower you to prioritise your personal wellbeing.
  • Access to LinkedIn learning, study support and commitment to supporting professional development.
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun.

Diversity and inclusion
  • WGEA Employer of Choice for gender equality since 2018.
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
  • A growing number of employee-led networks who work to raise awareness and drive continued change.
  • We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
  • We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.

Behaviours

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

Employee benefits
  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Access to LinkedIn learning, study support and commitment to supporting professional development
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun

Diversity and inclusion
  • WGEA Employer of Choice for gender equality since 2018
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
  • A growing number of employee-led networks who work to raise awareness and drive continued change
  • We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.

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