Company Description:
At Summerset, from the moment we start developing a village to when our residents call it home, it’s the passion and dedication of our people that brings our villages to life. We are one team united by being part of something bigger – to bring the best of life to our residents.  
About the role
We are looking for an exceptional Finance Business Partner to join our Finance team and partner with the Sales and Marketing business units.
Our finance team is dedicated to providing support to the business to ensure we continue to perform at a level required by our residents and shareholders. You are guaranteed to be kept on your toes. You will need to use your initiative, be comfortable shifting gear if priorities change, and be tech savvy and familiarity with Technology One (our Finance system), IBM Analytics TM1, and Power BI. As a fast-growing organisation there's always a focus on continuous improvements and we count on you to help us on this journey.
Your day-to-day will include:
- Maintaining strong relationships with the Sales and Marketing team
- Help drive and influence financial results across the Sales and Marketing business units.
- Preparing monthly forecasts
- Support the business with strategic and financial analysis.
- Provide ad hoc management accounting services through a business partnering model.
- Work with a range of managers across the business.
- Deliver both strategic and day-to-day advice to inform decision-making and add value to the business.
- Identifying process improvements and contributing to our continuous improvement program using technologies such as IBM Analytics TM1 and/or Copilot
About you:
You’re confident partnering with both financial and non-financial stakeholders, using your excellent interpersonal skills to communicate complex information clearly.
You’ll also bring:
- CA, CPA, CIMA or equivalent qualified
- 3 - 4 years' post CA (or equivalent) experience
- Experience in Sales/Revenue Reporting
- Excellent interpersonal skills with the ability to communicate at all levels with both financial and non-financial managers
- Experience in a Commercial environment
- Proven technical ability including advanced excel skills
- A basic understanding of cost accounting principles
- Dashboarding, scorecarding and budgeting experience
- Self-driven and results orientated
Why Summerset:
At Summerset, we believe diversity strengthens our team and enriches the care we provide. We welcome applications from people of all backgrounds, experiences, and walks of life—including those with transferable skills from other industries. You may not tick all the requirements, and that’s okay; we value what you bring to the table and look at the whole individual. We’re committed to creating a workplace where everyone feels valued, respected, and supported to thrive.
Equal opportunity is at the heart of how we recruit, and we encourage you to bring your unique perspective and passion to our team.
Summerset's known for its excellent benefits and strong sense of values around care, teamwork and drive for excellence. With some of the best benefits in the sector, some of these include:
- Flexible working hours including two work from home days
- Free Southern Cross health insurance (covering up to 75% of charges for GPs, dentists, physios and more)
- Professional development and career progression opportunities tailored to you
- Birthday Leave
Next Steps:  Applications for this role will close on the  18th of January. This role may close early due to an increased number of applications - apply as soon as possible to avoid disappointment!