Senior Financial Planning and Business Insights Specialist

7 days ago

Perth, Western Australia beBeeFinancialPartner Full time $100,000 - $120,000
Job Description

Deliver strategic financial insights to support informed decision-making across the institute.

This pivotal role will drive high-quality financial planning and analysis, optimising resources and enabling long-term sustainability.

Key Responsibilities:
  • Develop comprehensive annual budgets and rolling forecasts, including multi-year and long-range financial plans.
  • Monitor financial performance, highlighting trends and risks. Investigate and explain variances between budgets, actual results, forecasts and prior periods, and recommend corrective actions.
  • Create and maintain robust financial models to analyse operational performance and assess future outcomes.
  • Evaluate cost structures, funding sources and resource allocations to optimise efficiency and sustainability.
  • Assess and optimise funding outlooks in relation to research and grant income streams.
  • Prepare accurate and timely financial reports, dashboards and presentations for internal and external stakeholders.
  • Lead the development, maintenance and enhancement of the financial reporting suite to provide clear, actionable insights.
  • Contribute to the development and execution of long-term strategic plans through insightful financial analysis and recommendations. This includes preparing scenario modelling to evaluate alternative outcomes.
  • Support business case development for new projects, investments and funding proposals.
  • Engage with stakeholders to understand operational drivers and translate them into financial impacts.
  • Maintain and enhance financial systems, reporting tools and processes to improve accuracy, efficiency and accessibility of information.
  • Identify and implement opportunities for process improvements and automation in financial planning and reporting activities.
Requirements:
  • Tertiary qualification in Finance or Accounting (or similar) with professional membership as a Chartered Accountant or Certified Practicing Accountant.
  • Experience in a similar position demonstrating strong technical accounting knowledge.
  • Proven experience in preparing and analysing statutory and management reports, ensuring compliance with accounting standards, legislative requirements and organisational policies.
  • Strong ability to interpret complex financial data, identify trends, investigate variances and recommend practical, data-driven solutions.
  • Demonstrated understanding of organisational drivers, funding models and market dynamics with the ability to provide strategic financial insights that support decision-making.
  • Excellent written, verbal and interpersonal communication skills, with the ability to explain complex financial concepts to non-financial stakeholders and build strong working relationships across all levels.
  • Advanced Excel skills, with demonstrated experience using ERP systems, budgeting, forecasting and financial modelling tools to drive accuracy and efficiency.
  • Experience developing and maintaining business intelligence dashboards (e.g. Power BI).
  • Previous experience in medical research, healthcare or higher education sectors, with familiarity in grant funding models, philanthropic funding and research project cost structures (desirable).

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