ABOUT

Since 1890, the worldwide Allianz Group has been working hard to secure people’s lives. Our promise is to give confidence in tomorrow. Allianz offers a wide range of insurance, retirement, and fund products to over 122 million customers in more than 70 countries with most markets served by local Allianz companies. Allianz Australia Life Insurance Limited (AA Life) is a wholly owned subsidiary of Allianz Group.

Allianz Australia Life Insurance Limited (AA Life) is one of Australia's leading Retirement Income solutions providers in the Australian Financial Services landscape. The business is focussed on building investment solutions that support the needs of Australians near or in retirement, as well as the manufacture and distribution of term life and associate products in Australia.

The business has a significant and growing local presence. We are supported by a combination of global capabilities including our parent, Allianz Group (Munich, Germany), Allianz Life (Minneapolis, USA) and Allianz Australia. We operate two businesses, direct-to-customer Life Insurance under the Allianz brand and Retirement Income products & services under the specialist Allianz Retire+ brand, with these retirement solutions available predominantly through superannuation funds, wealth management investment platforms and financial advice firms.

Our heritage, long-standing stability and global reach ensures that our products provide financial security to Australians when it matters most.

PURPOSE

Allianz Retire+ is fast becoming one of Australia's leading retirement income solutions providers, and we have an opportunity to join the team. Reporting to the Chief Financial Officer, the Senior Manager – Finance Intelligence and Analytics will play a pivotal role in driving data-driven decision-making and operational excellence across the Finance, Actuarial, and Investment functions, ensuring the accuracy and timeliness of management information to AA Life, the Board, and Group Centres.

The role leverages advanced data analytics to explain key financial movements, streamlines underlying processes to improve data quality, and drives the automation of reporting and reconciliation processes using tools such as Alteryx — while applying AI-led coding and other AI-enabled solutions to strengthen efficiency, accuracy, and insight. The role also develops and optimises Power BI reporting, builds and uplifts planning and budgeting tools, and generates actionable KPIs to support strategic decision-making. By delivering detailed financial analysis and insights, the Senior Manager will work closely with the CFO to strengthen planning, budgeting, and cost control processes, ensuring alignment with organisational goals and fostering a culture of continuous improvement.

This role involves driving outcomes through close collaboration with the wider Finance function, key business stakeholders across the company, and select colleagues across Australia.

KEY ACCOUNTABILITIES

Role Specific

Lead the development and application of advanced data analytics to identify key financial performance drivers across Finance, Actuarial and Investment functions, delivering actionable insights to support strategic decision-making and Board reporting.
Drive the automation and optimisation of data preparation, reporting and reconciliation processes through Alteryx, AI-enabled solutions and AI-assisted coding, and identify and implement emerging analytics, AI and automation opportunities — improving efficiency, reducing manual intervention, minimising model risk and supporting future-ready decision-making.
Develop and maintain Power BI dashboards, reports and visualisations, transitioning manual Excel and PowerPoint reporting to automated, user-friendly solutions that support timely, accurate and data-driven decision-making.
Establish and maintain robust controls, testing frameworks and quality assurance processes to ensure the accuracy, reliability and integrity of data, models, reporting and automated processes, while meeting governance and regulatory requirements.
Drive the standardisation of financial models, assumptions, methodologies, data structures and reporting practices across Finance, Actuarial and Investment teams to enhance consistency, transparency and governance.
Monitor and mitigate risks associated with financial models, data quality, automation and cross-functional dependencies, ensuring effective risk management and reliable Board-level information.
Act as a key connector across Finance, Actuarial and Investment teams, fostering collaboration, alignment and the adoption of common standards, tools and methodologies to support consistent financial processes and reporting.
Strategic Decision Support:

- Provide robust, data-driven decision support to senior leadership, enabling informed planning, budgeting, and forecasting.

- Deliver detailed analysis and recommendations to improve cost controls, resource allocation, and financial performance, ensuring alignment with Board expectations.

Build organisational capability in analytics, reporting and automation through mentoring, knowledge sharing and the promotion of a continuous improvement and innovation mindset.

People

Support the CFO in developing and mentoring team members.
Work with team members across the businesses.
Adhere to diversity and inclusion policies and principles and help create an environment of respect and collaboration and inclusion for our colleagues and our customers.
Ensure so far as reasonably practicable the health and safety of self, colleagues, contractors and visitors by complying with the due care requirements as per WHS legislation.

Stakeholders	Understand stakeholder insights and feedback. Act to put the best interests of our stakeholders at the heart of everything we do.
Risk and Compliance	Understand and adhere to all relevant policies and procedures to mitigate risks and compliance issues and take action to identify, report and resolve risks and issues or escalate as necessary.

KEY STAKEHOLDERS AND RELATIONSHIPS

Internal

Senior Management Team
CFO
Finance, Investment, and Actuarial team
Finance Counterparts at Allianz Australia
Finance Counterparts at Allianz Group

External

N/A

REQUIREMENTS

Degree in Finance, Actuarial Studies, and/or Accounting (e.g. CA/CPA qualified, Fellow of the Actuaries Institute, or similar).
Minimum 5 years' experience in accounting processes and financial reporting within a complex, dynamic environment.
Proficiency in Power BI for data visualisation and reporting.
Strong skills in process automation tools such as Alteryx.
Experience with AI for analytics and coding using Python.
Strong technical competency in insurance, with an understanding of statutory accounting for life insurance, including IFRS 17. Knowledge of related actuarial specialties (e.g. pensions/retirement, risk, investments and modelling, asset-liability management) is a plus.
Sound understanding of relevant regulatory and compliance requirements in the insurance industry.
High attention to detail, with the ability to complete tasks thoroughly and accurately, and to quickly identify errors and inconsistencies in information.
Excellent analytical skills, with the ability to interpret a range of data and identify patterns, trends, and links that inform sound judgment and solutions.
Strong track record of delivery, reliability, and integrity.
Enthusiasm for joining a dynamic, innovation- and growth-focused team; a strong team player.
Experience in stakeholder management within a diverse environment, with the ability to influence without authority and build relationships with internal and external stakeholders.
Strong verbal and written communication skills, with the ability to convey complex issues clearly across teams and jurisdictions.
Proactive working style with a can-do attitude and the ability to deliver high-quality results amid competing priorities.

This role is an initial 12 month Fixed Term Contrat and is with Allianz Retire+.

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