FP&A Analyst

About Omni Bridgeway: 

Omni Bridgeway is a global leader in litigation finance and risk management, providing innovative solutions that enable businesses, law firms, and individuals to pursue justice and accountability. As an ASX-listed company with over 35 years of experience, we help claimants overcome financial barriers to legal action, ensuring fair access to redress in complex disputes—including large-scale group actions against corporate misconduct and institutional wrongdoing.

About the Role:

This is a permanent role based in our Sydney office. As an FP&A Analyst in our fund reporting team, you will support the delivery of high quality company, fund and portfolio reporting outputs. You will work under the direction of the Reporting Manager to produce accurate and timely investor, board and executive reporting, while developing technical capability across reporting systems and methodologies.

Key Responsibilities:

The role requires you to undertake a broad range of duties, including:

Company Level Reporting (OBL)

• Prepare and maintain quarterly Investment Portfolio Reports (IPRs).


• Prepare and maintain half year and full year investor presentations.


• Contribute to Investor Day planning, content and delivery.


• Produce and maintain the monthly CEO report.

Fund Level Reporting

• Generate and maintain fund investor reports including fund level metrics.


• Expand and maintain attribution models for fund reporting.


• Generate and maintain insurance and co funder reports.


• Respond to fund investor reporting queries.


• Maintain Datasite (data room) structure, access, and controls.


• Prepare board papers and reporting packs for fund board meetings.


• Maintain LP specific reporting requirements and update LP register accordingly.


• Perform P caps checks by reconciling SS&C reports to internal fund reports.


• Maintain strong working knowledge of SS&C reporting outputs and controls.

Portfolio & Cross Fund Reporting

• Maintain the Master Portfolio File and portfolio level metric accuracy.


• Maintain vintage reporting methodologies and outputs.


• Support fund capital raises with metrics, reporting packs, and Q&A responses.

Transformation & Efficiency

• Proactively identify process and system improvements to enhance efficiency, quality, and innovation.


• Adopt new tools and ways of working quickly and effectively.


• Support team and wider business transformation and efficiency initiatives.

What We’re Looking For:

We're looking for an individual with strong technical skills who is able to effectively communicate with various stakeholders and contribute positively to team culture. You will ideally come with the following skills, attributes and experience:

•  Advanced Excel and financial modelling skills.


• Strong financial, analytical, and problem-solving skills.


• Excellent attention to detail 


• Strategic thinker with a results driven attitude.

• Excellent written and oral communication skills.


• Ability to navigate a complex stakeholder environment and build relationships.


• Ability to work both autonomously and within a high performing team.


• Ability to juggle multiple priorities and deadlines at the same time.


• Aptitude for flexible work hours across different time zones.
  


• Relevant experience in a similar analytical role.


• Undergraduate qualification in Commerce / Business, or similar related field


• CPA / CA or equivalent qualifications preferred but not essential

Why Join Omni Bridgeway?

Be part of a global, ASX listed leader in litigation finance and legal innovation.

Collaborate with a high performing finance team of 35 in our Sydney office.

Support for continued professional development, career progression and access to excellent mentors.

‍ Hybrid working and flexible working arrangements within a family-friendly environment.

Ready to make an impact? Apply today by submitting your CV and cover letter.

Omni Bridgeway is an equal opportunity employer. We celebrate diversity and are committed to an inclusive workplace.