Financial Planning

3 weeks ago


Sydney, Australia QBE Insurance Full time

QBE Insurance Sydney, AustraliaPosted 3 hours ago Hybrid Permanent Competitive

**Primary Details**
Time Type: Full time
- Worker Type: Employee
- **Location: Sydney**:

- **Type: Permanent, full time**

**The opportunity**
- Opportunity to work for a leading Global Insurer.
- This is a high-visibility role that will interact with senior level stakeholders along with divisional finance teams to understand key business drivers and inform a robust and consistent Group planning / forecasting process.

**Your new role**

This role in the Group Financial Planning & Analysis team will be responsible for analysing data and providing key insights into the Group's planning and forecasting of various P&L and insurance metrics. This role will assist in the production of reports to senior stakeholders such as the Group CFO and CEO, GEC and the Board to support effective decision making by the wider business. Importance will be placed on the quality of these reports in being able to effectively present clear and concise messaging in a visually intuitive format.
- You will also;
- Assess and challenge the estimated revenue and profitability of divisional plan and forecast submissions while considering market conditions and Group risk appetite
- Business partner with divisional planning teams to develop knowledge of products that are underwritten and the market dynamics that affect them
- Support the Manager and Head of Group Planning in expansive strategic analyses on catastrophe exposure, reinsurance, portfolio optimisation and earnings volatility and performing ad hoc duties
- Being a key user and custodian of the Hyperion planning system and the data it holds, provide support to further improve and develop its capabilities
- Work continually with divisions to improve the quality and detail of data provided to Group within and outside system submissions
- Maintain a productive working relationship between Group teams (Finance, Actuarial, Investments, Underwriting, Risk, Reinsurance) and play an active role in cultivating an Enterprise mindset with divisional teams
- Utilise strong Excel skills, commercial acumen and insurance knowledge to assist the Manager in developing simple analytical models
- Promote a strong risk culture, proactively and extensively review own and others' work to ensure accuracy

**About you**

To be successful as the Financial Planning & Analysis Analyst you will extensive experience within in accounting or actuarial role, ideally in the insurance or financial services industry.
- You will also have;
- Commercially aware and financially astute mindset, understanding of how specific drivers impact business performance
- Curiosity to learn and develop technical knowledge of financial and insurance concepts and reporting requirements as well as on QBE's structure, strategy and operations
- Excellent communication skills and ability to build effective relationships with stakeholders across the Group
- Excellent analytical and problem-solving capability with an ability to work systematically through complex matters and positively influence outcomes
- Ability to work efficiently and effectively under time pressure and meet deadlines with mínimal guidance
- Strong proficiency in Excel and Powerpoint, PowerBI experience is particularly advantageous; capability to develop similar proficiency in other new systems and tools

**About QBE**

We can never really predict what's around the corner, but at QBE we're asking the right questions to enable a more resilient future - helping those around us build strength and embrace change to their advantage.
- We're an international insurer that's building momentum towards realising our vision of becoming the most consistent and innovative risk partner.
- And our people will be at the centre of our success. We're proud to work together, and encourage each other enable resilience for our customers, our environment, our economies and our communities.
- With more than more than 11,000 people working across 27 countries, we're big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate and kind.
- We believe this is our moment - what if it was yours too?**Benefits**

We offer a range of benefits to help provide holistic support for your work life, whatever your circumstances. As a QBE employee you will have access to and benefit from:

- 'Hybrid Working' - a mix of working from home and in the office to enhance your work/life balance
- Our 'Thriving at our Best' wellbeing program, including free holistic wellbeing coaching, nutritional, confidential counselling, financial and legal advice
- 12 weeks' gender-equal flexible leave for all new parents, including paid super
- The ability to maximise retirement savings through voluntary super contributions and company matching
- Income protection insurance & reimbursed Death and Total Permanent Disability insurance premiums
- Discounts on insurance products, c



  • Sydney, Australia Insignia Financial Full time

    **The opportunity** As a Financial Planning Assistant with Shadforth, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    The opportunityAs a Financial Planning Assistant with Shadforth, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing documents...

  • Financial Planner

    1 month ago


    Sydney, Australia Insignia Financial Full time

    Financial Planner - Join a leading wealth management and advice-led organisation - Hybrid working arrangements-combination of WFH & in the office - Permanent role-Wollongong location **The Role** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the...

  • Financial Planner

    1 month ago


    Sydney, Australia Insignia Financial Full time

    Join a leading wealth management and advice-led organisation - Hybrid working arrangements-combination of WFH & in the office - Permanent role-Wollongong location **The Role** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients...

  • Financial Planner

    2 weeks ago


    Sydney, New South Wales, Australia Insignia Financial Full time

    Join a leading wealth management and advice-led organisation Hybrid working arrangementscombination of WFH & in the office Permanent roleWollongong locationThe RoleAs a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to...

  • Financial Planner

    2 weeks ago


    Sydney, New South Wales, Australia Insignia Financial Full time

    Financial Planner Join a leading wealth management and adviceled organisation Hybrid working arrangementscombination of WFH & in the office Permanent roleWollongong locationThe RoleAs a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new...

  • Financial Planning

    2 weeks ago


    Sydney, New South Wales, Australia Aramex Full time

    With Aramex, the sky is the limit for a high performing Financial Planning & Analysis Manager.The Financial Planning and Analysis (FP&A) Manager is responsible for leading the development and implementation of financial analysis strategies, tools, and processes to support data-driven decision-making and enhance financial performance. This role plays a...

  • Financial Planning

    2 weeks ago


    Sydney, New South Wales, Australia Loam Bio Full time

    About Loam:At Loam, we have the earth in our hands. As a team of scientists, farmers, and entrepreneurs, we are on a mission to revolutionize agriculture and address climate change. Through our cutting-edge microbial technology, we are enhancing soil health, boosting crop yields, and sequestering carbon to create a sustainable future for farming. We are...

  • Financial Planning

    2 weeks ago


    Sydney, New South Wales, Australia Mars Recruitment Full time

    MARS Recruitment has partnered with a reputable travel and property company in search of an outstanding Financial Planning & Analysis Manager. This pivotal position involves providing prompt and proactive analyses to the senior leadership, supporting their decision-making. They are looking for someone with strong experience in financial modelling and...

  • Financial Planning

    2 weeks ago


    Sydney, New South Wales, Australia Moët Hennessy Asia Pacific Full time

    Country / Region : Australia City : Sydney Business group: Wines & Spirits Contract type: Permanent Job Function: Finance Experience required: Minimum 10 years Reference No: MHAP00531 Date of publication:Position:WHO WE AREAs the _Wines & Spirits_ division of LVMH Group, Moët Hennessy is a leader in champagnes, wines and spirits in Australia and globally,...

  • Financial Planning

    2 weeks ago


    Sydney, New South Wales, Australia Perigon Group Full time

    Make an impact on the firm, help drive financial performance Legal or professional services sector experience essential- c. $150-170k inc super, plus bonus Make an impact on the firm, help drive financial performance Legal or professional services sector experience essential- c. $150-170k inc super, plus bonusYou'll provide full analytical support and...

  • Financial Planning

    2 weeks ago


    Sydney, New South Wales, Australia Tyro Full time

    Why work for usWe're not just like every other bank. Tyro has always been a tech company at heart, but fostering a diverse and inclusive environment, and a passion for continuous learning has always been one of the most important parts of our company's culture.Tyros are a highly collaborative mix of people. You will work closely with our awesome teams and...

  • Financial Planning

    2 weeks ago


    Sydney, New South Wales, Australia Pro-invest Careers Full time

    About Pro-invest GroupGrow your career and broaden your professional development with hospitality exposure across a diverse portfolio of leading hotels at Pro-invest Group. Founded in 2010, Pro-invest Group is a global asset management and investment firm, partnering with the world's most recognised hotel brands including IHG, Accor, Holiday Inn Express,...

  • Financial Planning

    2 weeks ago


    Sydney, New South Wales, Australia Domain Group Full time

    Financial Planning & Analysis (FP&A) Analyst - Sydney Office - Permanent Full TimeA great opportunity for an experienced Finance and Planning Analyst based in Sydney to assist in the Long Term Planning and Performance Management activities of Domain Group.Who are you? You have proven experience as a FP&A Analyst with strong commercial acumen who thrives in a...


  • Sydney, Australia Kaizen Recruitment Full time

    Growing wealth management firm - Collaborative & supportive workplace culture - Flexible working arrangements | Part-time Our client is a growing wealth manager who is currently looking for a Financial Planning Administrator to join their collaborative and dynamic team. The main purpose of this role is to support advisers and manage client queries and needs...


  • Sydney, New South Wales, Australia Intuitive Recruitment Full time

    Large Property Fund Manager Manage Performance Analysis and Business Planning teaM/Function Suits Senior Analyst/Junior Manager with ability to become leaderOur client, a leading property investment, fund management and development business are looking to recruit an ambitious Business Performance Manager.Reporting to the Head of Finance and presenting the...


  • Sydney, New South Wales, Australia Domain Group Full time

    Financial Planning and Analysis (FP&A) Manager - Sydney Office - Permanent Full TimeA great opportunity for an experienced Financial Planning and Analysis (FP&A) Manager based in Sydney to make a real impact in the Finance team to help drive our FP&A transformation journey.Who are you?You are a seasoned Financial Planning and Analysis professional with...


  • Sydney, New South Wales, Australia Voyages Indigenous Tourism Australia Full time

    Group Financial Planning & Analysis Manager Permanent / Full Time Voyages Indigenous Tourism Australia offers experience-based holidays in spectacular wilderness locations, including Ayers Rock Resort in the iconic Red Centre and tourism facilities in Mossman Gorge, located in tropical Queensland.This role is located at our office in Sydney, which serves as...


  • North Sydney, Australia Advance Recruitment Partners Full time

    **Job Title**: Graduate Financial Adviser **Location**: North Sydney **About Us**: Our client is a leading Financial Planning firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to excellence, innovation, and client satisfaction, we have built a reputation for providing tailored financial advice and...

  • QA Financial Planning

    2 weeks ago


    Sydney, New South Wales, Australia Qantas Airways Limited Full time

    Exciting opportunity to join a diverse and dynamic Finance team Opportunity to work across a broad range of projects and initiatives across the Qantas Group Permanent position based at our Mascot CampusToday, we're busy planning for tomorrow. We look to the future to guide the way we innovate, helping us stay relevant and responsive in an unpredictable...