Head of Business Performance and Analytics, Funds Management Finance

Head of Business Performance and Analytics, Funds Management Finance

17 Oct
|
Challenger
|
Haymarket

17 Oct

Challenger

Haymarket

Challenger Limited is an ASX-listed investment management firm managing $127 billion in assets (as at 30 June 2024). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement.

We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.

Due to an internal move, the Funds Management Finance Team is now looking for a Head of Business Performance and Analytics to join the team based in Sydney.

We’re seeking an experienced Finance leader to oversee our Funds Management Performance & Analytics function,





leading the charge in providing strategic insights and partnering with senior management across multiple high-impact initiatives.

You’ll lead and inspire a small, high-performing team to deliver business performance, management reporting, and strategic planning for Funds Management, including our affiliates.

About the role:

As our Head of Business Performance and Analytics, you will play a critical role in shaping the financial direction of our Funds Management Business. The businesses within Funds Management include Fidante Global and Challenger Investment Management (CIM).

The position plays a pivotal role supporting the CFO, Funds Management the Funds Management CEO and Leadership Team in assessing potential commercial opportunities and their operational and financial viability, both for the organic growth of the funds management business, the growth of the affiliate model and the acquisition of new businesses. This includes the provision of broad commercial advice on business decisions,





considering both financial and non-financial aspects.

You’ll provide strong financial leadership and business partnering support to the Funds Management leadership team enabling them to achieve the division’s overall strategic initiatives. Some of your core responsibilities will be:

- Lead and inspire a small, high-performing team to deliver business performance, management reporting, and strategic planning for Funds Management, including our affiliates.
- Lead management reporting and strategic planning, driving financial performance across the Funds Management business.
- Providing commercial support to senior management on M&A; activities, transactions, and integrating new businesses into the group.
- Lead data development, analytics,





and insights to identify and assess commercial opportunities, support organic growth, acquisitions, and new product ventures.
- Drive the design and delivery of insightful management information to the Funds Management CEO, CFO, and Leadership team.
- Own the delivery of annual budgets, forecasts, and financial reporting for Funds Management, contributing to both half-year and year-end cycles.
- Build strong relationships across the finance team and the wider Funds Management ecosystem, including Fidante Leadership, our Affiliates and Challenger Investment Management (CIM).
- Partner with leadership on high-impact projects, including M&A; activity, strategic initiatives, and new product development.
- Build and maintain strong relationships across teams like Investor Relations,





Treasury, and Tax while supporting the development of long-term strategic plans.
- Continuously improve core financial and operational processes, ensuring the highest standards in reporting and analytics.

About You:

To succeed in this role, you'll have a strong blend of financial expertise, commercial acumen, and leadership ability, enabling you to navigate complex financial landscapes while inspiring and motivating your team to deliver exceptional results.

You’ll have at least 7+ years of experience in senior finance roles within financial services, ideally Funds Management. Your ability to provide data-driven insights and fact-based advice will be crucial to guiding long-term strategic decisions.

As well as:







- Strong accounting knowledge and experience, combined with pragmatic, commercial exposure.
- Strong financial modelling, valuation, and analytical skills to support complex decision-making.
- Deep understanding of the financial services industry, its regulatory landscape, and the competitive market dynamics.
- Experience/involvement in managing M&A; transactions, including financial modelling, due diligence, and integration.
- Excellent communication skills, with the ability to present and influence stakeholders ranging from Board Members, external stakeholders, and leadership teams.

Highly Desirable but not essential:

- Professional CA, CPA, CIMA, Masters, CFA or equivalent qualification.

Additional Information:

Working at Challenger means being part of a diverse,





connected team that has fun and loves what they do. We’re small enough, but big enough to accelerate bold ideas, realising what’s possible for our customers and partners.

At Challenger, we provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment including:

- Eighteen weeks paid leave for all parents.
- Flexibility on when, and how, parental leave is taken.
- Challenger Day – one extra day off every year in recognition of the effort our people make.
- Additional support leave (Fertility treatment leave, gender affirmation leave).
- Extra superannuation contributions.
- Employee share Plan.

#LI-Challenger #LI-KM1 #LI-Hybrid

We value inclusion and diversity of thought,





promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality.

We believe in bringing your authentic self and a belonging in our culture. We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia. We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.

Job type: Permanent

Posting Close Date: 19/10/2024

#J-18808-Ljbffr

▶️ Head of Business Performance and Analytics, Funds Management Finance
🖊️ Challenger
📍 Haymarket

Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: head of business performance and analytics, funds management finance

Head of Group Strategy and Innovation - Financial Services

Head of Group Strategy and Innovation - Financial Services

Role and Responsibilities: There is a strong pipeline of exciting new projects, partnerships, start-ups, and fintechs, and we are looking to assist our client in finding an exceptional, internally focused Strategy Consultant to operate alongside th [...]
Haymarket
19 Oct
    Haymarket
    19 Oct

Head of Intermediary - Australia, Managing Director, State Street Global Advisors

Head of Intermediary - Australia, Managing Director, State Street Global Advisors

Who we are looking for Lead, manage and develop State Street Global Advisors Intermediary business in Australia, across Asset managers and Financial Intermediaries. The focus of this role will be to develop a comprehensive business plan to build & de [...]
Haymarket
19 Oct
    Haymarket
    19 Oct

Head of Performance and Governance

Head of Performance and Governance

Head of Performance and Governance Apply Locations: Sydney - CBD Time Type: Full time Posted On: Posted Yesterday Time Left to Apply: End Date: November 22, 2024 (28 days left to apply) Job Requisition ID: REQ-7062614 Lendlease has an excitin [...]
Haymarket
25 Oct
    Haymarket
    25 Oct

Head of Credit Trading, Australia

Head of Credit Trading, Australia

Head of Credit Trading, Australia Department: Insto Markets Franchise Trading Division: Institutional Location: Sydney About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financ [...]
Haymarket
21 Oct
    Haymarket
    21 Oct
Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: head of business performance and analytics, funds management finance