Financial Planning and Analysis Manager

4 weeks ago


Melbourne, Victoria, Australia Gallagher Full time
Financial Planning and Analysis Manager

**Job Summary**

We are seeking a highly skilled Financial Planning and Analysis Manager to join our Australian Broking Finance team. As a key member of our team, you will be responsible for leading financial planning, budgeting, forecasting, and analysis processes to support strategic decision making.

**Key Responsibilities**

* Lead the annual budgeting process, develop financial models and forecasts, and collaborate with department business leaders to align financial plans and objectives.
* Prepare and present financial reports, conduct detailed financial analysis, and develop key performance indicators to track business performance.
* Provide financial insights for strategic initiatives, partner with business leaders on new projects, and support long term financial strategies.
* Lead and mentor a small team of financial Business Partners and Analysts, promoting collaboration, and driving outcomes.

**Requirements**

* Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
* 5+ years experience in financial planning, analysis, preferably insurance or financial services.
* Strong analytical skills and ability to interpret complex financial data.
* Proven proficiency in financial modelling, forecasting and budgeting.
* Proven leadership experience with the ability to manage, support and develop a team.
* Strong stakeholder management skills.
* High level of integrity, professionalism, and attention to detail.

**What We Offer**

* Competitive salary and benefits package.
* Great teams and exciting career opportunities.
* Flexible and hybrid work arrangements.
* Mental Health and Wellbeing Support for yourself and immediate family members.
* Employee Recognition Awards and Service Milestone Recognitions.
* Peer Support Program.
* Annual flu vaccinations.
* Access to Reward Gateway – discount offers at over 350 retailers.

**How to Apply**

If you are a financial expert with a strong background in analysis, an understanding of the insurance sector or financial services, and the ability to simply communicate complex financial information to stakeholders at all levels, we want to hear from you.

Please apply via our careers website, or for further information, please contact our Talent Acquisition team.

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