Financial Planning Specialist

1 month ago

Ballarat Central, Victoria, Australia Ballarat Health Services Full time
Role Overview

This is an exciting opportunity to work in a dynamic healthcare environment as a Financial Planning Specialist.

About the Role

The successful candidate will have a strong background in financial management, with experience in budgeting and forecasting processes. The role will support strategic financial analysis, build relationships within Finance and across the organization, and collaborate with team members.

Key Responsibilities:
  • Coordinate and deliver annual operating and capital budgets, maintaining the budgeting system and data inputs.
  • Support month-end reporting, including general ledger entries and compilation of Finance and Executive Committee reports.
  • Prepare month-end journals for DH funding income and reconcile Income in Advance balances.
  • Develop financial models to support strategic business plans and track business initiatives.
  • Manage reporting structures in the MAGIQ system and ensure functionality.
  • Assist with costings, forecasting, ad-hoc financial projects, and participate in annual and internal audits.
Required Skills and Qualifications

To be successful in this role, you will require:

  • A Bachelor's degree in business; CPA/CA qualified or equivalent qualifications for CPA Australia or Chartered Accountants membership.
  • Experience in business management or management accounting, including budgets, forecasting, KPIs, and monthly reporting; public health sector experience is a plus.
  • Proven ability to manage complex tasks independently, meeting deadlines in resource-limited environments.
  • Understanding of Australian Accounting Standards and generally accepted accounting principles.
  • Strong team player, contributing positively to team dynamics and relationships.
  • Excellent communication and interpersonal skills, with the ability to simplify financial concepts and provide timely, accurate information; advanced Excel and computer skills.
Benefits

We offer a range of benefits to support your career growth and wellbeing, including:

  • Flexible work arrangements and purchase leave opportunities.
  • Salary packaging for living expenses such as rent/mortgage plus meals, entertainment & holidays.
  • Access to Staff Fitness program.
  • Staff rewards and recognition programs.
Culture and Location

Ballarat is a vibrant city located in Western Victoria, offering a unique blend of heritage and natural beauty. As a resident, you can enjoy a range of cultural attractions, outdoor activities, and access to quality education and healthcare services.

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