Lonsec Research & Ratings - Finance Business Partner

We’re looking for a proactive Finance Business Partner — a full‑time role based in Sydney .

About Lonsec

Lonsec is one of Australia’s leading investment research and insights providers, trusted by financial advisers, fund managers, and superannuation funds for our deep expertise, forward-thinking analysis, and powerful portfolio tools. Our mission is to drive smarter investment decisions and support the growth of the financial industry through cutting-edge research and actionable insights.

About The Role:

As our Finance Business Partner, you’ll play a key role in shaping the finance team. You’ll take ownership of delivering accurate reporting, maintaining strong controls, and providing clear insights. Working closely with the Head of Finance, you’ll lead management and statutory reporting, support budgeting and forecasting, and keep day‑to‑day finance operations running smoothly.

Responsibilities:

• Oversee financial accounting, reporting, and compliance, including month‑end and year‑end close, internal controls, and tax obligations


• Lead the preparation of timely management accounts, statutory reports, and coordination of external audits


• Support budgeting and forecasting processes


• Manage day‑to‑day finance operations and ensure strong financial governance across the team

About You:

• Degree in accounting or finance, with a CPA or CA qualification


• 5+ years’ experience in senior finance or accounting roles


• Strong technical accounting knowledge, including financial reporting, budgeting, forecasting, and internal controls


• Exceptional attention to detail while still maintaining a broader strategic view


• Proven ability to deliver meaningful financial insights that support business performance


• Advanced Excel and financial modelling capability, with experience using ERP systems


• Comfortable managing multiple priorities in a fast‑paced environment


• Strong analytical, problem‑solving, and communication skills, with the ability to engage both financial and non‑financial stakeholders

What we offer

• Ongoing flexible working arrangements


• Family friendly work-life balance


• Paid parental leave


• Volunteer and Study leave


• Genuinely open and supportive culture with an approachable executive team


• Ongoing training and professional development


• Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)

Lonsec is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.

Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident