About PeoplePartners
- At PeoplePartners, we're all about connecting exceptional people with meaningful careers where they can thrive. As a Great Place to Work® certified company, we've built a people-first culture that values collaboration, continuous learning, and genuine career growth.
- Here, you'll gain global exposure by working with leading international businesses, develop in-demand skills alongside experienced professionals, and be empowered to make a real impact from day one. Every role is intentionally designed around people's strengths, ensuring you have the support, opportunities, and environment to succeed.
- If you're looking for a workplace that invests in your potential, embraces innovation, and celebrates success together, you'll feel right at home with PeoplePartners.
Do Work That Fits
- Your next career move should do more than match your experience—it should maximize your strengths.
- We're partnering with a leading Australian property and financial services organization to find a Financial Modelling Analyst who thrives on solving complex analytical challenges, ensuring exceptional accuracy, and leveraging technology to support smarter investment decisions.
- This is a unique opportunity to become the critical quality gate behind AI-assisted financial models, helping deliver high-quality portfolio insights while working alongside experienced professionals in a collaborative hybrid environment.
- Rather than building every model from scratch, you'll apply your financial modelling expertise to validate, reconcile, and enhance AI-generated outputs—ensuring every recommendation is accurate, consistent, and client-ready.
Why This Opportunity Stands Out
- This hybrid role offers far more than workplace flexibility—it provides the opportunity to accelerate your career through collaboration, mentorship, and direct exposure to Australian property and finance professionals.
- By combining the flexibility of remote work with the benefits of in-person collaboration, you'll build stronger relationships with your team, learn directly from experienced professionals, and gain greater visibility with leaders who are invested in your success. It's an environment designed to help you grow professionally while making a meaningful impact every day.
You'll benefit from:
- Hybrid work arrangement that combines flexibility with in-person collaboration
- Greater visibility to experienced leaders and decision-makers
- Continuous learning through daily collaboration with a high-performing team
- Exposure to Australian property investment, lending, and financial planning practices
- Opportunities to contribute ideas and improve AI-enabled processes
- Long-term career growth within an innovative, future-focused organization
This is more than a financial modelling role—it's an opportunity to strengthen your expertise, embrace emerging technologies, and build a rewarding career with a team that values precision, innovation, and continuous improvement
Role Overview
- Love turning numbers into confidence As our Financial Modelling Analyst, you'll be the expert behind the accuracy—bringing clarity, precision, and critical thinking to AI-assisted financial models before they reach advisers and clients.
- Working closely with portfolio professionals, you'll ensure every model is accurate, logically sound, and aligned with investment objectives. Rather than creating every model from scratch, you'll combine your financial modelling expertise with emerging AI technology to validate assumptions, reconcile data, and ensure every output is accurate, consistent, and investment-ready.
Key Responsibilities
- Review and validate AI-generated financial and portfolio models.
- Perform detailed financial model reconciliation and quality assurance.
- Verify calculations, assumptions, forecasts, and investment scenarios.
- Ensure consistency across financial models, presentations, Statements of Advice (SOAs), and supporting documentation.
- Analyze macroeconomic, financial, and property market information.
- Prepare investment reviews and portfolio performance data.
- Collaborate with advisers throughout the review and revision process.
- Maintain accurate documentation and version control.
- Identify opportunities to improve modelling processes and AI-assisted workflows.
- Support property feasibility analysis and investment decision-making.
Job Requirements:
Required Qualifications (Must-Have):
- Minimum 2 years experience in financial analysis, financial modelling, or a related field.
- Strong financial modelling skills with advanced Microsoft Excel proficiency.
- Excellent numerical reasoning and analytical capability.
- Strong reconciliation and quality assurance skills.
- Experience working with spreadsheets and financial systems.
- Confidence using AI-assisted tools while independently validating outputs.
- Excellent written communication and documentation skills.
- Outstanding attention to detail.
- Ability to deliver high-quality work under recurring deadlines.
(Nice-to-Have):
- Exposure to Australian lending, mortgages, or property investment.
- Experience with Cotality (formerly CoreLogic) or similar property data platforms.
- Knowledge of Quickli orsimilar lending tools.
- Experience supporting Australian financial advice, mortgage brokerage, or paraplanning businesses.
Why Join PeoplePartners
When you join PeoplePartners, you're joining more than a workplace—you're becoming part of a team that values your expertise, supports your growth, and empowers you to do your best work.
- A Great Place to Work® certified culture built around people.
- Global exposure supporting a leading Australian organization.
- Hybrid work that encourages flexibility, collaboration, and career development.
- AI-enabled tools that help you focus on high-value analytical work.
- Continuous learning, mentoring, and professional development opportunities.
- Supportive leaders committed to your long-term success.
- Engaging team activities and a collaborative workplace culture.
- Long-term career opportunities within a growing global business.
If you're passionate about financial modelling, enjoy solving analytical challenges, and want to shape better financial decisions while advancing your career, we'd love to hear from you.Apply today and discover a career that truly fits your strengths.
Work Details
- Employment Type: Full-time
- Work Setup: Hybrid
- Schedule: Monday to Friday
- Work Schedule: Day shift (AEST)
Company Benefits
- Permanent Hybrid setup.
- Company-provided equipment.
- Secondary Wi-Fi Modem.
- 21 Leave Credits Annually - Leave benefits begin on Day 1.
- 100% conversion of UNUSED leave credits.
- HMO on Day 1.
- 13th Month Pay.
- Monthly Gift Voucher.
- Milestone Tokens (Birthday/Anniversary/Christmas).
- A Life Beyond the Screen #WorkLifeBalance.
- Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.
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