Financial Planning Specialist

6 days ago

Sydney, New South Wales, Australia BNK Bank Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at BNK Bank. As a key member of our finance team, you will play a critical role in ensuring the financial success of our organization.

Key Responsibilities
  • Management Reporting
    • Creation and preparation of monthly business results and analysis for senior management and the board of directors.
    • Monitoring and analysis of financial key performance indicators (KPIs) such as capital ratios, return on equity (RoE), net interest margin (NIM), cost-income ratio, and liquidity ratio.
    • Support with investor relations presentations and ASX financial updates.
  • Planning, Forecasting, Budgeting & Modeling
    • Maintenance of the planning, forecasting, and budgeting of the Group, including monthly rolling forecasts, formal quarterly forecast updates, annual budgets, and five-year plans.
    • Support with capital management and planning, including the development and maintenance of financial models.
    • Expense analysis and projection.
  • Group Treasury
    • Support role in Group Treasury, including reporting on daily liquidity and funding operations of the group.
    • Organizing and facilitating daily liquidity meetings, updating daily cash and investment (HQLA) positions, and monitoring of MLH ratios for compliance with RAS metrics.
    • Assessment of short-term funding requirements and investment opportunities to optimize yield and NIM.
    • Decision support for investment allocation and management.
  • Management of Financial Resources
    • Support to ensure the ADI and group has sufficient finance controls and processes in place to ensure compliance with policies, laws, and regulations, including Prudential Standards, responsible lending, privacy, and AFSL/ACL finance systems.
    • Capital management function of the group, including the ICAAP review and funding plan.
    • Completion of ALCO (asset and liability committee) reporting, and secretary of ALCO.
    • Market risk management and IRRBB.
    • Recovery planning.
  • Policy Support
    • Support and review of key policies such as liquidity, IRRBB, ICAAP, contingent funding plan, recovery and exit plan, etc.
    • Monitor and report on relevant Risk Appetite Statement metrics.
  • Strategic Projects
    • Support as required in strategic projects of the Group, for example, mergers and acquisitions of portfolios and/or other entities.
About BNK Bank

BNK Bank is an ASX-listed financial services company that offers simple and easy-to-understand deposit accounts and mortgages under several brands. We are focused on becoming a challenger bank of scale through building our product portfolio, growing our diversified distribution network, and pursuing technology-enabled partnering opportunities.

Why You Will Love Working at BNK Bank

We have a collaborative team environment where real people work together to leverage their strengths and help our customers achieve their banking goals. Our culture is built on five core values: work hard, innovation, trust, humility, and unity.

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