Business Intelligence Analyst

Business Intelligence Analyst

• Hybrid and flexible work environment in Sydney
• Work for the world’s largest privately owned insurance broker
• Grow and own your career path in accounting by working with talented associates

Are you a driven and self-motivated professional looking for an opportunity to work in a growing company? Working at Lockton is an exciting chance to be a part of a vision and growth which leads to results. Our flat structure allows anyone to raise ideas and think creatively; we are all about creating a culture where people feel valued and cared for. If this sounds like an environment you’d enjoy, we have an excellent opportunity for someone to join our Sydney office as a Business Intelligence Analyst in our commercial finance team.

What will you be doing?

• Analytics & Transformation: Creating & maintaining Power BI dashboards, transforming raw data into actionable insights for strategic decision making.
• Finance & Business Transformation: Leveraging technological & visualization tools to drive automation & process improvements for both finance & the broader business
• Reporting: Assist FP&A team with month end revenue analysis and P&L commentary.
• General Analytical Support: Provide FP&A team and other stakeholders with ad hoc financial analysis support.
• Budgeting & Forecasting: Assist with preparation of annual P&L budgets and monthly revenue forecast.
• Business Partnering: Provide financial stewardship and analytical support to revenue owners and department leaders.

To be successful in this role, you will need:

• Strong power BI skills
• Meticulous attention to detail.
• Excellent analytical skills, and an ability to work with large volumes of data to develop actionable insights.
• Strong written and verbal communication skills to build relationships with stakeholders.
• Willing to adapt to change and able to accept responsibility.
• Excellent organisational and time management skills coupled with an ability to exercise sound independent judgement and initiative.
• Proactive stakeholder relationship management and teamwork skills.

You will need the following experience and qualifications:

• Degree in Analytics, Information Systems, Finance, Commerce, or related field.
• CA / CPA or equivalent professional certification or PQ (desirable).
• Ideally 2+ years' experience in a similar role.
• Can create and maintain Power BI dashboards (mandatory)
• Keen interest in leveraging AI & other technological tools to drive digital change
• Microsoft Excel (high level proficiency)
• Experience with EPM / planning systems (ideally Oracle)
• Experience with annual budgeting process & periodic forecasts
• Good knowledge of revenue accounting recognition rules & accounting principles

We offer:

• Join us in a hybrid work environment that promotes flexibility and work-life balance.
• We prioritise your professional growth with training and development opportunities at all levels. Benefit from our 10-week mentoring program for guidance and support to excel in your role.
• Your well-being matters. Enjoy discounted corporate private health insurance and a complimentary flu vaccination program. Our Salary Continuance insurance provides financial protection for you and your family in case of illness or injury.
• Take time for yourself. We offer extra paid summer and winter days to focus on your wellness and recharge.
• We value your contributions and offer competitive remuneration packages. Be recognized for your hard work through our reward and recognition schemes.
• Family comes first. Enjoy paid parental leave and contribute to your community with our paid volunteer leave.
• Your mental well-being is important. Our employee assistance program provides coaching and counselling services.
• Join our inclusive culture. Engage with our Wellness, Diversity, Equity & Inclusion, and CSR Associate Resource Groups to participate in initiatives aligned with your passions and values.

About Lockton

Established in 1966, Lockton has grown to become the world's largest privately owned insurance broker. Our entrepreneurial spirit drives us to trust our associates as decision-makers, shaping the direction of our business. With industry-first marketing technology and access to top-tier mentors, Lockton empowers associates to own their career paths and collaborate with exceptional minds in the insurance industry. We have a 98% client retention rate in Australia and offer leading expertise in insurance and risk management. With over 300 staff spread across Perth, Sydney, Melbourne, Brisbane, Hobart, Adelaide, Auckland, Hamilton, and Christchurch, we have a strong presence. At Lockton, we don't simply sell insurance; our risk and insurance advisors act as consultants, actively reducing risk in organizations, driving long-term profitability, and enhancing resilience.

To learn more about us, please visit global.lockton.com.

How to apply:

If you're enthusiastic about the role and believe you would be a great fit, we encourage you to apply, even if your experience doesn't align perfectly with all the requirements. Your unique perspective and skills are valuable to us. Please click "apply" and submit your CV along with a detailed cover letter explaining why this job caught your attention and how your abilities and experience make you suitable for the role.

Lockton is committed to equal opportunity employment. We value diverse perspectives and contributions from all our associates. We strongly encourage applications from individuals of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, individuals with disabilities, women, and those from culturally or linguistically diverse backgrounds.

**We do not accept speculative CVs from recruitment agencies and will not be liable for any fees associated with unsolicited submissions.**