Financial Planning

1 week ago


Melbourne, Victoria, Australia BlueRock Full time
Certified B-Corp & Great Place to Work 2024

Embrace an inclusive and diverse workplace culture, centred on health, wellbeing, and fun Grow your career in a rapidly expanding advisory firm


A smart human once said, "Do things you with people you care about, and good things happen", and at BlueRock, we are a growing team who love what we do.

We're B-Corp certified and a Great Place to Work - we take the responsibility of having fun seriously.

At BlueRock, you will be nurtured by supportive mentors who will help you along the way to be proactive about what's next for you.


We also take your growth and development seriously and we have the data to prove it Check this out from our 2023 Engagement Survey.


  • 92% of BlueRockers feel they have an opportunity to grow professionally
  • 85% of BlueRockers believe we are committed to social responsibility

About the role:


As a Financial Planning & Reporting Analyst at EIA Group, you'll be responsible for overseeing financial planning, budgeting, and analysis for EIA's investment entities.

Your role involves coordinating annual budgets, preparing covenant reports, analysing cost centres, and managing cash flow forecasts.

About your team:

"Everything is Awesome Advisory" is a dynamic financial consultancy firm where creativity meets corporate savvy. We specialize in providing innovative financial solutions with a dash of fun. Our team of experts brings a fresh perspective to traditional finance, delivering tailor-made strategies to help clients thrive in an ever-changing business landscape. From budgeting and forecasting to M&A support, we're here to make finance simple

What you'll be doing:

What can you expect in your day to day as a Financial Planning and Reporting Analyst?

  • Responsible for the development and management of the financial planning and analysis activities for the EIA Investment entities.
  • Ownership and coordination of the annual budget process for all controlled investment groups, including Quarterly and half year forecasts.
  • Preparation of all covenant reporting for financing vehicles
  • Cost centre reporting and input into group management reporting including identification and investigation of key variances to budget across the full P&L, supporting the investment groups to drive better cost management.
  • Operate as the main reporting & planning contact for EIA Controlled entities.
  • Preparation and management of cashflow forecasts for the investment companies.
  • Group reporting requirements and assist with board reporting.
  • Develop and support business modelling support for M&A activities as required.

Requirements:

We want to hear from people who have:

  • 5+ years of experience in a similar role.
  • Track record of providing insightful financial analysis to support decisionmaking.
  • Exposure to M&A activities on buy and/or sell sides advantageous.
  • Experience coordinating projects and meeting deadlines.
  • CPA or CA qualification.
  • Advanced user of Microsoft Excel.
  • Exposure to Xero accounting software/Spotlight Reporting
  • Experience with Power BI is a bonus.

Benefits
Our people love to work for us, here's why

  • Officially B-Corp Certified, a Certified Great Place to Work 2024, 2023 and 2022 Best Workplaces winner
  • Competitive salary, free weekly lunches, awesome social events (including a social club winery tours to museum tours), flexible working arrangements, and amazing headquarters in the CBD
  • Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion
  • Learning and development including internal and external training programs to build your career skills.
  • An inclusive and diverse workplace culture centered on health, wellbeing and fun.
  • The ability to salary sacrifice for their very own BlueRock shares
  • Gym membership after one year of tenure and mobile phone allowance after 6 months
  • We have our very own BlueRock public holidays to give our people the day off, on us
For more amazing perks of working at BlueRock and employee benefits - head to our careers page

How to apply
If this sounds like you, then please click on the "Apply" button and follow the prompts.

If you think you have what it takes, but don't necessarily meet every single point on the job description - please still apply.

We'd love to see if you could be a great fit and we can't wait to meet you

  • Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies. _
  • Even in 2024 it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status._


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