Commercial Analyst | Financial Services
SB Recruitment ·www.sbrecruitment.com
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About the company:
Our client is a market-leading asset finance provider, backed by two major financial institutions, with over 25 years’ experience delivering tailored funding solutions across education, government, healthcare, manufacturing, and professional services sectors. Their culture is built on collaboration, curiosity, innovation and data driven decision making.
As a key member of the Data Analytics team, you'll report to the Head of Portfolio Management to transform commercial data into strategic insights that shape pricing, portfolio performance, and business growth.
In this role, you will:
Our client is a market-leading asset finance provider, backed by two major financial institutions, with over 25 years’ experience delivering tailored funding solutions across education, government, healthcare, manufacturing, and professional services sectors. Their culture is built on collaboration, curiosity, innovation and data driven decision making.
As a key member of the Data Analytics team, you'll report to the Head of Portfolio Management to transform commercial data into strategic insights that shape pricing, portfolio performance, and business growth.
In this role, you will:
- Analyse portfolio performance, identifying trends, risks, and opportunities that drive commercial decisions.
- Build interactive Power BI dashboards and robust SQL based data models to automate reporting and improve visibility across the business.
- Partner with finance, credit, and commercial teams to translate business challenges into data driven solutions.
- Present actionable insights and influence decision making across multiple business levels.
- Continuously enhance the organisation’s analytics capability and promote data literacy through collaboration and training.
- Ideally you will have 3+ years’ experience in commercial analysis, FP&A, or sales analytics, ideally within financial services or asset finance.
- Strong analytical mindset and curiosity to explore data from every angle.
- Advanced skills in Power BI (or similar tool), including DAX and data modelling.
- Solid SQL experience—able to write, optimise, and manage queries across multiple data sources.
- Comfortable interpreting commercial and financial data to tell a clear story.
- Excellent communicator who enjoys collaborating with cross functional teams.
- Degree in Finance, Economics, IT, Data Analytics, or a related STEM field.
- Genuine interest in using technology and AI tools to code, automate workflows, and design smarter dashboards.
Frequently asked questions
Who is hiring for the Commercial Analyst | Financial Services role?
SB Recruitment is hiring for the Commercial Analyst | Financial Services position, a Shazamme client. Apply directly on the employer's career site.
Where is the Commercial Analyst | Financial Services job located?
The Commercial Analyst | Financial Services role with SB Recruitment is based in Sydney, NSW, AU.
Is the Commercial Analyst | Financial Services role full-time or contract?
This is a full time position at SB Recruitment.
What experience level is the Commercial Analyst | Financial Services role?
The Commercial Analyst | Financial Services position is aimed at mid-level candidates.
How do I apply for the Commercial Analyst | Financial Services role at SB Recruitment?
Apply directly on SB Recruitment's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.