Commercial and Business Investment Analyst

About Heritage Lifecare

Heritage Lifecare operates more than 40 care homes and villages across Aotearoa. The organisation is focused on strategic and sustainable growth with a core value of aroha (compassion).

Role Overview

The Commercial and Business Investment Analyst will play a pivotal role in shaping how the organisation evaluates and manages expenditures and investment decisions. This high-impact position collaborates with senior leaders and multiple business functions, including Operations, Property, Technology, and People & Culture, to enhance the rigor and discipline of decision-making processes.

Key Responsibilities

• Develop and implement a consistent business case framework, including templates, standards, and guidance for project and investment proposals.
• Coach managers to prepare detailed, evidence-based business cases outlining problems, options, financial impacts, operational effects, risks, implementation requirements, and expected benefits.
• Apply commercial insight to evaluate investment proposals, providing constructive challenges and encouraging innovative service delivery approaches.
• Partner with Commercial Finance to manage project setup, budgeting, reporting, and benefits tracking to ensure accountability post-approval.
• Contribute to refining business processes, workflow designs, and governance controls to enhance decision quality and outcomes.
• Utilise strong Excel skills and quickly adapt to new systems for data analysis and modelling.

Skills and Experience Required

• Experience in preparing comprehensive business cases, investment proposals, or commercial decision-support documents.
• Proficient in financial modelling techniques such as cost-benefit, sensitivity, and scenario analyses.
• Able to translate complex data into clear and actionable recommendations for both operational and non-financial audiences.
• Experience designing frameworks, templates, and processes aimed at increasing consistency and decision-making quality.
• Detail-oriented, analytical, curious, and skilled at constructively questioning existing assumptions.
• Proven ability to build and maintain effective relationships across teams and leadership levels.
• Highly organised with the capacity to proactively manage multiple priorities.
• Advanced Excel proficiency and ability to rapidly acquire new technical skills and systems.

Preferred Background

• Experience within aged care, healthcare, social infrastructure, or other service-oriented industries.
• Familiarity with project governance, project management office (PMO) practices, or benefits realisation processes.
• Knowledge of business intelligence and reporting tools.
• Formal training in project management, business case preparation, or continuous improvement methodologies.

Why Work With Heritage Lifecare?

• A mission-driven organisation committed to respectful, resident-first care.
• National presence combined with agile decision-making supported by an experienced executive leadership team.
• Opportunity to influence meaningful financial, clinical, and cultural outcomes.
• A value-centred workplace culture that encourages professional courage, collaboration, and making a tangible impact.

Additional Information

• Position type: Full Time
• Location: Wellington City, Wellington, New South Wales, Australia
• Application deadline: July 19, 2026
• Legal right to work in New Zealand is mandatory; visa sponsorship is not available.
• Heritage Lifecare values diversity and inclusion, celebrating different perspectives and practices aligned with Te Tiriti o Waitangi principles.
• Applications will be reviewed upon receipt and may lead to early interviews before the closing date.