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Associate Business & Private Banking Finance

NAB -
Sydney NSW

Apply Now

Job Details

Permanent | Full-time
1 day ago

Qualifications

Power BI
Financial report writing
Tableau
Finance
Financial services
Business planning
Business
Communication skills

Full Job Description

Associate Business & Private Banking Finance

Job number: 807862

Primary position location: NSW- Sydney CBD

Primary position location: VIC- Melbourne CBD

Category: Business Banking

Category: Finance

Work type: Permanent Full time

Closing at: Jun 12 2026 - 23:55 AEST

Find the simple solutions when things are complex or don't make sense.
We bring the right people together, knowing diverse ideas achieve more.
Support B&PB Finance to identify opportunities to deliver services more efficiently.

Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.

In the role of Associate, you will join the Business and Private Banking Finance team that’s doubling down on keeping it simple and winning together.

Each day, you’ll go above and beyond to:

Complete detailed financial modelling and analysis to enable the provision of commercial and financial advice, on both strategic and operational initiatives, such as the banker productivity, standardised management reporting, banker target setting, pipeline analysis and expense productivity savings, regional, industry and banker performance.
Identify financial performance trends, both positive and negative, and, through critical review and analysis of internal and external factors, to improve business performance.
Assess, analyse, and investigate aspects of financial reporting, including understanding of variances to Business plan/expectations to ensure accurate reporting and the production of Business financial insight for potential drivers of variances.
Provide detailed financial analysis to enable the provision of commercial and financial advice, on key initiatives to the Business.
Support the HO/Executive, to grow the business, align with our strategic ambition and ensure transformation / simplification. Develop and demonstrate skills in continuous improvement, automation and simplification of repeatable activities.
Maintain understanding of group finance policy requirements and ensure compliance including identifying and addressing any areas of no compliance.
Support the NAB Group’s financial accounting, controlling, forecasting, planning, and reporting process.

We’re looking for the best and brightest to deliver the best for our customers. You’ll need:

High level of analysis and problem-solving skills driving commercial insights.
Ability to synthesise detailed information and extract relevant key concepts.
Enjoys working collaboratively and building positive relationships with a broad range of stakeholders while delivering results and proactive in meeting deliverables.
Effective utilisation of tools to extract, manipulate and analyse large amounts of data, ideally experience with HFM, Tableau, CoPilot and Power BI.
Excellent written and verbal communication skills as well as resilience with stakeholder management.
Professional Services, Financial Services or Banking industry experience, preferably in an analytical role.
Tertiary qualified (Commerce/Business/Economics or related), ideally working towards CA/CPA.

A diverse and inclusive workplace works better for everyone

We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.

For details on the recruitment process, and accessibility, please visit https://www.nab.com.au/about-us/careers/apply-for-job. To discuss adjustment requirements, please contact the NAB Careers team, via [email protected] (please reference job number) or visit our Careers page through the link above for other contact options.

Join NAB

If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.

Apply Now

Refine Your Search

private equity associate jobs in sydney, nsw

Associate Business & Private Banking Finance

Associate Director – Wind Engineering I Energy

Manager, Legal Engineering, ANZ

Associate Director - Pavements (Relocation package available)

Associate /Senior Associate, Corporate

Data Centre - Electrical Engineering, Associate Director

Associate Director - Mechanical Engineer (Buildings)

Associate / Senior Associate, Funds, Super, Financial Services – Investments

Principal Fire Protection Engineer

Senior Analyst | Treasury and Risk Assurance | Sydney

Data Centre - Mechanical Engineer, Associate Director

Senior Associate / Associate, Corporate / TMT – Venture Capital, Tech M&A, High Growth Company Advisory

Associate Director - M&A - Transaction Services - Sydney or Western Sydney

Senior Associate / Manager, Corporate Tax (Financial Services)

Associate Director - Fire Protection Engineering

Senior Associate, Funds Super and Financial Services (FSF) – Funds

I want to receive the latest job alert for private equity associate in sydney, nsw

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