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Finance Business Partner

3 months ago

Sydney, New South Wales, Australia LGT Crestone Wealth Management Full time
Min Experience- 5 yearsYour team

  • You will work within LGT Crestone's Finance team, reporting to the Head of Financial Process Innovation. The LGT Crestone Finance team comprises Treasury, Financial Control, Financial Performance Management, and Financial Process Innovation (MIS) areas.
  • At LGT Crestone we are committed to making diversity and equal opportunity part of everything we do. You will be part of a diverse and highly engaged Finance team, which prides itself in finding innovative ways to solving complex business problems, with a proven track record of successful delivery against agreed KPIs.
Your Role

  • Calculate monthly Advisor commissions and meet payroll deadlines, while building relationships with key stakeholders, including Advisors, Business Management, and Executives.
  • Contribute to other businessasusual activities such as Executive Committee monthly, quarterly and annual management reporting packs delivering insights ontime and with a high degree of accuracy.
  • Assist with the preparation of quarterly Board papers and other adhoc Board requirements.
  • Understand and take ownership of existing spreadsheetbased Finance processes, thereby providing you with a mandate to automate or reengineer while maintaining a strong control framework.
  • Assist LGT Group (the parent organisation headquartered in Liechtenstein and regional office in Singapore) with emerging reporting requirements as part of ongoing integration activities.
  • Understand, seek out and automate / reengineer existing spreadsheetbased processes using Alteryx, Tableau, and other technologies to deliver selfservice, automated reporting to key stakeholders, with a view to providing access to information not previously made available, while releasing capacity associated with the current provision of information.
  • Maintain and iterate existing automated processes, with a continuous improvement mindset. The objective being to accommodate new and emerging business requirements while changing systems and technologies to lift adoption of meaningful automation; drive transparency; and improve governance.
  • Develop new tools and selfservice reporting infrastructure, harnessing the data available to the organisation across various systems.
  • Implement (and guide staff through) workflow tools designed to reduce risk and strengthen governance.
  • Represent Finance in various working groups on data and change across the organisation. Guide others through the change processes that you have created.
  • Engage in cross division projects, solving the organisations biggest challenges related to data, automation, reporting and commercial insight.
  • Assist the broader Finance team with identifying and improving process automation. Be an agent for positive change.
  • Develop strong working relationships with Business Management and other areas of the business, assisting them with meaningful analytics and insights to help deliver on the organisation's strategy.
Your skills & experience

  • Proven experience in Financial Services with exposure to business partnering, Financial Performance Management (FP&A) and Financial Control activities and processes.
  • Track record of developing in data wrangling, automation, and visualisation tools such as Alteryx, Tableau, Power Automate, SQL and/or Python.
  • Experience in financial process reengineering and change management projects.
  • Advanced expertise in Microsoft Suite of tools such as Excel and PowerPoint.
  • Minimum 57 years of experience in a similar position.
Your role competencies

  • High level of attention to detail and accuracy is critical.
  • Demonstrated resilience—ability to work under pressure to tight timeframes.
  • Strong interpersonal skills, ability to interact and build relationships with a range of stakeholders.
  • Results oriented, cando attitude and ability to find solutions to complex business problems.
  • Ability to provide analytical context and meaning to data.
  • Exceptional prioritisation skills and able to multitask effectively in a fastpaced environment.
  • Focused on flexibility and scalability to improve efficiency.
Your qualifications

  • Degree qualified.
  • Appropriate post grad qualifications or certifications an advantage.