Financial Planning Specialist

2 weeks ago


Sydney, New South Wales, Australia AMP Full time

Job Opportunity

Sydney, NSW, Australia is the ideal location for this Contingent Contract role.

The estimated annual salary for this position is approximately $120,000AUD.

About the Role:
  • Deliver business partnering and insights for costs to the Technology & Operations Group, directly supporting the Technology & Operations Leadership Team deliver their financial commitments.
  • Ensure cost management oversight and alignment of information and reporting within IT & Operations.
  • Build the economic model to capture the true cost of IT.
  • Act as a virtual team member for the Technology & Operations Leadership Team, providing timely and accurate finance insights.
  • Ensure that Finance services are delivered to Technology & Operations and their leaders in an efficient and effective way.
  • Work closely with the wider finance team to develop the key cost management outputs relevant to guide the decision making (e.g. Models, Reports) ensuring analysis, advice and insights provided enable these groups functions to drive business required performance.
  • Provide input into the planning and forecasting for cost driving Key Performance Indicators, both financial and non-financial.
  • When relevant, assist with business case review.
  • Develop a culture of continuous improvement and strong expense discipline to optimise the use of financial resources.
About You:
  • Minimum 5 years post qualification accounting experience in a large financial services cost or management accounting
  • Experience working in Information Technology environment will be an advantage
  • Good understanding of IT services
  • Excellent analytical and numeric skills. Lateral thinker with a demonstrated ability to identify full impact of an action from both a business results and model/process point of view.
  • Advanced Excel skills. A good working knowledge of Word, Powerpoint, Essbase, nVision, Peoplesoft and Business Objects would be advantageous
  • CPA/CA (or equivalent) qualified
Working at AMP

We are transforming our business and looking for people who inspire change and innovation.

We invest in the health, wellbeing, and development of all our people by offering a range of great benefits to support you professionally and personally:

  • Finance & investment assistance and opportunities
  • Salary packaging and novated vehicle leases
  • Employee Assistance Program – Benestar.
  • Access to discounted health and wellbeing initiatives through Medibank.
  • Access to a range of discounted offerings via an extra's benefits program.
  • Networking / professional development opportunities and events


  • Sydney, New South Wales, Australia Assurant Full time

    Job OverviewWe are seeking a skilled Financial Planning Specialist to join our team at Assurant. This is an exciting opportunity for a qualified professional to drive financial planning, analysis, and reporting across various business units.


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    At IMC Financial Markets, we are always looking for talented professionals to join our team as Financial Markets Specialists. Our dynamic and fast-paced environment offers the perfect opportunity for those who are passionate about financial markets and want to make a real impact.We offer a competitive salary of $120,000 - $180,000 per year, depending on...


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

    About Insignia FinancialWe are a leading financial wellbeing organisation in Australia, dedicated to helping people feel good about their money. Our team is passionate about creating positive impact in people's lives, and we're always looking for talented professionals to join us.Salary$120,000 - $150,000 per annum, depending on experience.Job...


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

    Job DescriptionWe are seeking a highly skilled Executive Director to lead our strategic planning and financial management efforts. As a key member of our leadership team, you will play a critical role in driving business growth and profitability.About the RoleThis is a permanent full-time position based in Sydney with hybrid working arrangements. The...


  • Sydney, New South Wales, Australia Glencore Full time

    OverviewGlencore Coal is a leading organization in the coal industry, committed to delivering high-quality services and products. Our company culture emphasizes collaboration, innovation, and customer satisfaction.SalaryThe estimated salary for this role is $120,000 - $180,000 per annum, depending on experience and qualifications. This competitive salary...


  • Sydney, New South Wales, Australia Charterhouse Full time

    About CharterhouseWe are a leading Australian institution with a long history of success within the community. Our organisation is celebrated for its influential work and innovation in our sector, and we are seeking a Financial Planning Specialist to join our dynamic team.About the RoleWe are looking for an experienced Financial Planning Specialist who can...


  • Sydney, New South Wales, Australia William Grant & Sons Full time

    About the RoleAs a Financial Planning Specialist at William Grant & Sons, you will play a critical role in supporting the day-to-day operations of the business. Your primary responsibility will be to provide financial support and insights to our Sales and Marketing team, enabling them to drive optimal commercial outcomes.Main Responsibilities:Partner with...


  • Sydney, New South Wales, Australia Sustain Recruit Full time

    SustainRecruit is delighted to partner with a thriving investment firm in their search for a skilled Financial Planning Specialist. This opportunity will provide a chance to work across various aspects of the finance function, broadening your experience and skillset. As the business continues to expand, you'll have opportunities to upskill and develop...


  • Sydney, New South Wales, Australia Ambition Full time

    Ambition, an ASX listed digital brand, is seeking a Senior Financial Planning Specialist to join their team in Sydney on a full-time basis.This role presents a fantastic opportunity to become part of a stable organisation committed to achieving ongoing excellence and growth through innovation.The ideal candidate will have at least 3 years of experience in...


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

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Perigon Group. As a key member of our FP&A division, you will be responsible for providing financial analysis and planning support to department heads.Key ResponsibilitiesBudgeting and forecastingFinancial modeling and commercial analysisProviding...


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    At IMC Financial Markets, we are looking for a talented individual to join our team as a Technical Development Specialist. This is an exciting opportunity to be part of a dynamic and innovative company that is shaping the future of financial markets.About the RoleWe are seeking a skilled software engineer who can develop high-quality code and contribute to...


  • Sydney, New South Wales, Australia RSM AUSTRALIA Full time

    RSM Australia is a leading professional services firm that connects clients to an extensive network of global resources and invests in their future.The Sydney RSM Financial Services team is seeking a highly motivated and experienced Senior Financial Planning Specialist to work closely with our financial advisers in developing personalized Statements of...


  • Sydney, New South Wales, Australia AXR Full time

    Job Summary:A leading manufacturing business is currently seeking a Chief Financial Planning Specialist to provide financial support during the year-end period.This role will play a key part in the business and the success of its products, working closely with the operational arms to maintain standard costs of raw materials, WIP and finished goods, complete...


  • Sydney, New South Wales, Australia Keegan Adams Recruitment Full time

    Keegan Adams Recruitment is seeking a recent graduate to fill the role of Financial Planning Support Specialist. This is an excellent opportunity to enhance relationships with clients in the Wealth Management Industry.The ideal candidate will possess strong problem-solving and analytical skills, as well as excellent customer service and communication skills....


  • Sydney, New South Wales, Australia Worrells Full time

    Job OverviewWe are seeking a dedicated Financial Planning Specialist to assist with file management, accounting and investigation tasks across a diverse portfolio of matters.About the RoleThis is an exciting opportunity to join our NSW/ACT team and start your career in insolvency and restructuring. The successful candidate will be responsible for using...


  • Sydney, New South Wales, Australia Lawson Elliott Full time

    Company OverviewLewis Elliot is a reputable hospitality company known for its exceptional work environment, fostering opportunities for growth and career development. The finance team is dynamic, collaborative, and supportive, making it an ideal place to develop your skills.SalaryThe successful candidate can expect a salary ranging from $110,000 to $120,000...


  • Sydney, New South Wales, Australia Sustain Recruit Full time

    About the Role:This is a unique opportunity to join Sustain Recruit as a Senior Financial Planning Specialist and play a key role in shaping the financial future of our clients.Key Responsibilities:Financial Planning & Analysis:Oversee monthly reporting and annual budgeting processes to ensure accurate financial data and informed business decisions.Provide...


  • Sydney, New South Wales, Australia Michael Page Full time

    Are you a skilled financial professional looking to take your career to the next level? Michael Page is currently seeking an experienced Senior Financial Planning and Analysis Specialist to join our team in London.Salary: £65,000 - £80,000 per annumAbout the RoleWe are looking for a highly motivated and organized individual with a strong background in...


  • Sydney, New South Wales, Australia Lawson Elliott Full time

    Role OverviewWe are seeking a highly skilled Senior Financial Planning Specialist to join our finance team at Lawson Elliott. As a key member of the team, you will be responsible for providing financial guidance and support to the operations team.About UsLawson Elliott is a widely renowned hospitality company known for its welcoming and dynamic work...


  • Sydney, New South Wales, Australia Iress Full time

    Discover a rewarding career opportunity at Iress, a leading technology company in the financial services industry.We are seeking an exceptional Financial Planning Support Specialist to join our team and contribute to the success of our award-winning financial planning software, Xplan.As a key member of our support team, you will be responsible for providing...