Financial Planning Expert

2 days ago


Sydney, New South Wales, Australia Charterhouse Full time

Company Overview: Charterhouse is a reputable Australian non-profit organisation in a high growth phase, dedicated to driving strategic financial decisions and maximising resources to deliver on their purpose.

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About the Company

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Charterhouse has a long-standing history of providing critical services to the community, establishing itself as a trusted name within its sector. The organisation offers a range of programs focused on community development, healthcare, education, and support services.

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The finance team at Charterhouse is committed to delivering high-performing financial solutions, supporting the organisation's goals and objectives. They prioritise continuous learning, offering ongoing training and development opportunities.

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About the Role

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As a Financial Planning Expert, you will play a crucial role in providing strategic financial insights to support the development of long-term plans. This involves developing and maintaining financial models for budgeting, forecasting, and cash flow management.

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You will be responsible for business partnering with internal and external teams to align financial strategies with program objectives, tracking key performance indicators, and assessing financial performance.

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Cash flow forecasting, variance analysis, and identifying market trends are essential skills required for this position. You will work closely with stakeholders to ensure effective financial decision-making.

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Required Skills and Qualifications

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This role requires a CA/CPA qualified professional with 3-4+ years' experience in a similar role. Experience with Excel and financial modelling is desirable.

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Strong verbal and written communication skills are necessary, as well as demonstrated experience engaging with Executive and Board level stakeholders.

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Benefits

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As a member of the Charterhouse team, you can expect flexible working arrangements, including the option to work from home, leave loading benefits, and opportunities for career progression and development.

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Estimated Salary: $115,000 per annum



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