Commercial and Business Investment Analyst

About Heritage Lifecare

Heritage Lifecare is a leading provider in the aged care sector across New Zealand, operating over 40 care homes and villages. The organisation focuses on sustainable growth and delivering care with deep compassion (aroha).

Role Overview

The Commercial and Business Investment Analyst plays a pivotal role in enhancing how the organisation evaluates and governs expenditure and investment decisions. Collaborating closely with senior leadership and multiple departments—including Operations, Property, Technology, and People & Culture—this position champions an evidence-driven, disciplined approach to decision-making and value realization.

Key Responsibilities

• Develop and embed a consistent business case framework complete with templates, standards, and guidance.
• Coach managers to prepare thorough business cases for projects, initiatives, and investments.
• Employ robust commercial acumen to critically assess assumptions and clearly articulate problems, options, financial impacts, operational needs, risks, and anticipated benefits.
• Create dynamic financial models and explore innovative ways to improve service delivery.
• Partner with Commercial Finance to assist with project setup, budgeting, reporting, and benefits tracking for funded initiatives, ensuring accountability and transparency.
• Contribute to enhancing process workflows, governance controls, and overall decision quality.
• Utilize advanced Excel skills and rapidly adapt to new systems while managing data analysis tasks.
• Support occasional travel requirements, with the role based primarily in Auckland.

Candidate Profile

• Proven experience in preparing high-quality business cases, investment proposals, or commercial decision support documents.
• Strong expertise in financial modelling techniques such as cost-benefit analysis, sensitivity analysis, and scenario planning.
• Ability to simplify complex information into straightforward recommendations for both financial and non-financial stakeholders.
• Skilled in creating templates, frameworks, and process improvements to ensure consistent and high-quality decision-making.
• Detail-focused, analytical, and inquisitive with a constructive approach to challenging existing practices.
• Excellent relationship-building skills to work effectively with diverse teams and leadership levels.
• Highly organised, proactive, and capable of prioritising multiple tasks efficiently.
• Advanced proficiency in Excel and aptitude for quickly learning new software.

Preferred Experience

• Background in aged care, healthcare, social infrastructure, or service-focused industries.
• Experience with project governance, project management office (PMO) processes, or benefits realisation frameworks.
• Knowledge of business intelligence and reporting tools.
• Training or formal qualifications in project management, business case development, or continuous improvement methodologies.

Why Work With Us?

• Join a mission-driven organisation prioritising respectful, resident-centric care.
• Engage with a national-scale company that promotes agile decision-making supported by a strong executive leadership team.
• Make a tangible impact across financial, clinical, and cultural domains.
• Work within a values-based culture that encourages professional courage, collaboration, and meaningful influence.

Additional Information

• This is a full-time, on-site role located in Auckland with potential travel.
• Applications close on 29 August 2026 and are reviewed on receipt; interviews may be held prior to the closing date.
• Heritage Lifecare promotes diversity, inclusivity, and upholds the principles of Te Tiriti o Waitangi.
• Candidates from all backgrounds are encouraged to apply; however, applicants must have the legal right to work in New Zealand as visa support is not guaranteed.