Financial Planning Specialist

1 week ago

Brisbane, Queensland, Australia beBeeFinancial Full time $52,000 - $88,000

Role Summary:

We are seeking a highly skilled Assistant Financial Planning & Analysis Analyst to join our dynamic FP&A team. In this role, you will provide critical support in areas such as quarterly forecasts, annual budgets, five-year plans, cost allocations and reporting.

This position offers an excellent opportunity for individuals who have recently completed their Bachelor's degree or are close to finishing their undergraduate studies.

To succeed in this role, you will require a keen eye for detail, a strong desire to learn, excellent communication skills and intermediate Excel proficiency.

  • Support data uploads and maintenance for the cost allocation model in Anaplan.
  • Validate cost allocation results for accuracy and alignment with expectations.
  • Assist in preparing the annual budget, five-year plan and forecasts, including updating drivers, reports and conducting analysis.
  • Help export and upload budget/forecast data into D365.
  • Update capital inputs and reporting for budgets and forecasts.
  • Contribute to capital and solvency risk management through stress testing and scenario analysis.
  • Maintain the Anaplan data hub model, ensuring data integrity and resolving errors.
  • Assist with project deliverables, testing and development of new business requirements.
  • Analyse KPIs to identify trends and support board presentations on financial performance.
  • Liaise with auditors as needed and assist with ad-hoc tasks.

Key Qualifications:

- A relevant business degree or in the final stages of completing one.

- Basic understanding of accounting standards.

- Effective communication skills, both written and verbal.

- Good problem-solving and analytical abilities, with the ability to meet deadlines.

- Self-motivated, with the ability to work independently and take initiative.

- Proficiency in Excel, Word and PowerPoint (beginner to intermediate level).

Company Culture:

We pride ourselves on our diversity and individuality, both among our employees and the customers we serve. We believe that it is the unique combination of skills, perspectives and experiences of our people that truly sets us apart.

Our company values guide everything we do. We recognise and value the contributions of each team member to our culture and success.

We're unafraid to be different, and we're looking for people who share our values and want to be part of a team that is making a difference in the insurance industry.

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