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Investment Analyst

  • Influence major investment and capital projects

  • Join a collaborative and supportive finance team

  • City Fringe Location

Location

Adelaide SA, Australia

Job Type

Full Time

About the Position

Catholic Education South Australia provides education in faith-inspired schools, with 9,000 staff and over 52,000 students across 103 Catholic schools, and is committed to educational excellence and to providing quality learning from early years to Year 12.


Catholic Education is seeking an Investment Analyst to provide detailed financial analysis in support of major school infrastructure projects, capital developments, and property acquisitions, and to ensure investments are financially sound and deliver lasting value. You will collaborate with experienced professionals and play a key role in shaping investment decisions that benefit school communities for years to come.


Responsibilities


  • Analyse the financial viability of school infrastructure projects and property acquisitions

  • Prepare financial analysis, modelling and risk assessments to support investment decisions.

  • Provide recommendations and reports to senior leaders and key decision-makers.

  • Support schools with major capital projects by providing financial advice and identifying potential risks.

  • Review the financial performance of schools, identifying opportunities to improve results.

  • Developing and monitoring strategies to strengthen schools' financial performance.

  • Maintain financial forecasts and budget information within reporting systems.

  • Work closely with the Budgets and Reporting Team to support school capital planning and financial reporting.

  • Provide financial support to schools when required, including payroll, reconciliations, month-end processes, budgeting and reporting.


Skills and Experience


To be successful in this role, you will be a commercially minded finance professional or possess a strong banking background, with strong analytical skills and experience preparing, analysing and presenting financial information to support business decisions. You will also be able to build trusted relationships with a diverse range of stakeholders.


  • Tertiary qualification in Accounting or Finance with a CPA or CA qualification (or working towards) is desirable.

  • Experience in management accounting, financial analysis or financial planning.

  • Strong budgeting, forecasting and financial modelling capability.

  • Advanced Excel skills and strong financial systems capability.

  • Excellent communication and stakeholder engagement skills.


Apply


This is an opportunity to make a genuine impact by supporting the financial sustainability and future growth of schools. If you're looking for a role where your financial expertise can influence strategic outcomes and make a real difference, please send your resume by clicking APPLY. You will then be redirected to SEEK, where you can complete your application.

Joanne Blackman

Your Recruiter

Joanne Blackman

Reach out to Joanne on 0435 890 145 or joanne@blackmanrecruitment.com.au

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