Join Australian Retirement Trust as a Senior Portfolio Finance Partner, where you’ll drive strategic financial oversight, deliver actionable insights, and empower leaders to realise benefits across a diverse portfolio of projects

Why join us?

• You'll get 14% super as standard, to help your future come alive.
• Unleash your potential and build a career to be proud of through excellent training and development opportunities.
• Balance your work between in-person days at our purpose-built hubs and working from home.
• In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.

About the role:

As the Senior Portfolio Finance Partner at Australian Retirement Trust, you’ll play a pivotal role in driving financial strategy and providing expert insights across a diverse portfolio of projects. You’ll partner with key stakeholders to uplift financial reporting, oversee benefits realisation, and deliver actionable analysis that supports decision-making at all levels. This role offers the opportunity to lead the development of innovative forecasting tools, enhance financial literacy across the organisation, and champion continuous improvement initiatives. You’ll be responsible for delivering high-quality management reporting, business case development, and financial oversight, ensuring ART’s commercial performance aligns with strategic objectives. If you’re passionate about making a tangible impact and thrive in a collaborative, fast-paced environment, we’d love to hear from you.

Key aspects of the role include:

• Partner with key stakeholders to uplift financial reporting and benefits realisation across the ART portfolio.
• Provide financial oversight and strategic insights for a portfolio of projects to support decision makers.
• Prepare and present financial tracking insights and forecasts for governing bodies.
• Develop new financial forecasting analysis drivers and roll them out across the project portfolio.
• Consolidate and review benefits tracking for significant expenditure programs through a benefits framework.
• Lead the execution of benefits driver analysis uplift, including workshops and aligned collateral.
• Deliver accurate and timely financial and management insights, including business metrics, trend analysis, and scenario modelling.
• Develop, monitor, and drive the financial strategy for a Business Area and/or the Enterprise Portfolio.
• Support and advise on new investment opportunities, including financial modelling and business case review.
• Collaborate with business leaders to identify opportunities for strategic outcomes and improved business performance, while supporting risk and financial management objectives.
•  

This role is a permanent opportunity based in either Brisbane.

About you:

It goes without saying you'll be a great communicator with top notch interpersonal skills. We'll also expect you to pick up problems and come up with quick, creative ways to solve them. It's quite likely you tick some of the following boxes too:  

• Holds a professional accounting qualification such as CA ANZ, CPA, or equivalent.
• Brings extensive experience in the financial services industry, demonstrating strong commercial acumen.
• Skilled in advanced financial modelling, with proficiency in Excel and business intelligence tools like PowerBI.
• Adept at analysing complex data sets to deliver meaningful and actionable business insights.
• Proven ability to develop and implement financial strategies within large, complex organisations.
• Communicates effectively, with a track record of influencing and collaborating with senior stakeholders.
• Experienced in preparing financial and non-financial reports for executive leadership and regulatory bodies.
• Committed to continuous improvement and driving operational efficiencies across multiple business functions.
• Well-versed in project financial management, with a solid understanding of superannuation industry legislation and regulation considered an advantage.
• Thrives in fast-paced environments, enjoys building strong relationships, and is passionate about enabling strategic outcomes.

About us

Our 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you’ll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.

Apply online now

Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now. Applications close by 5th November 2025. 

We don’t want to leave you with a monstrous wait. So, you’ll hear from us after the closing date to find out whether you’ve made it through to the next round or not. Being fair and up-front is important to us – and recruitment is no different.