Executive Director, Financial Planning

1 month ago


Sydney, New South Wales, Australia Perpetual Full time
About the Role

This is a key leadership position responsible for driving financial planning and analysis across Asset Management Australia. The role involves leading a team to deliver high-quality forecasts and business plans, as well as providing strategic decision support to the business and senior leaders.

Key Responsibilities:
  • Develop and implement effective forecasting and budgeting processes, ensuring accuracy and reliability.
  • Partner with stakeholders to gain insights, forecast performance, and track progress against plan.
  • Collaborate with the financial control function to ensure cost allocations, accruals, and provisions are accurately managed.
  • Drive the integration and development of financial systems to support a trusted FP&A function.
  • Provide critical business decision support and business case analysis as required.
About You

To succeed in this role, you will need:

  • A strong accounting or finance background, preferably with CA/CPA qualifications.
  • At least 8 years of experience in financial planning, management reporting, and budgeting.
  • Excellent communication, presentation, and analytical skills.
  • A deep understanding of the asset management industry and its challenges.
Benefits

We offer a competitive salary package, including:

  • An annual base salary of $180,000 - $220,000 AUD.
  • A comprehensive benefits program, including access to LinkedIn learning, study support, and professional development opportunities.
  • The ability to work from anywhere in Australia for up to one month each year.
  • An annual allowance to prioritize your personal wellbeing.
  • Support for Indigenous organizations through a six-week secondment with Jawun.
About Perpetual

Perpetual is a global multi-boutique asset management business offering a range of specialist investment capabilities. We pride ourselves on our commitment to diversity and inclusion, and our goal is to create an inclusive workplace where everyone can thrive.



  • Sydney, New South Wales, Australia Planning Full time

    About the RoleWe are seeking a highly skilled Strategic Planning Director to join our team at WPP OpenDoor. As a key member of our planning team, you will be responsible for developing and implementing effective media strategies that drive business results for our clients.Key ResponsibilitiesDevelop and execute comprehensive media plans that align with...


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

    About the RoleWe are seeking a highly experienced and strategic governance director to join our team at Insignia Financial. As a senior manager trustee initiatives and governance, you will play a critical role in developing and implementing the Trustees' strategy and key initiatives to deliver on member outcomes and experience.Key ResponsibilitiesStrategy...


  • Sydney, New South Wales, Australia Marsh & McLennan Companies Full time

    Head of Financial Planning & AnalysisWe are seeking a talented individual to join our Finance team in the Pacific region.This role will be based in Sydney and will involve working at least three days a week in the office. As a key member of the Marsh Pacific Finance team, you will be responsible for providing strategic support to senior management through...


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

    Unlocking Business Growth Opportunities with Woolworths GroupWe are Woolworths Group, a leading retail and food services company in Australia and New Zealand. With over 200,000 employees and a strong commitment to innovation, we're driven by our purpose of creating better experiences together for a better tomorrow.This is an exceptional opportunity for a...


  • Sydney, New South Wales, Australia ClearCompany Full time

    **Job Title:** Executive Finance Director - NSW\r**About Us:">ClearCompany is a purpose-led organisation that has been making a real-life impact for vulnerable community members in need for over 30 years. We deliver support services across NSW and beyond, working to empower individuals and families to reach their full potential.">**Salary Package:**...


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

    Company OverviewThe Macquarie Inn Hotel / Motel is a country-style establishment located in Dubbo, offering a warm and welcoming atmosphere for both business and leisure travelers. Our venue boasts exposed beams, raked ceilings with cypress pine throughout, open fireplaces, and wide verandas, creating a unique and cozy ambiance.Salary$80,000 - $90,000 base...


  • Sydney, New South Wales, Australia Planning Full time

    Unlock Your PotentialInnovative Opportunity for a Strategic Marketing Director at WPP OpenDoor, SydneyAt WPP OpenDoor, we're revolutionizing the future of marketing by combining the best of WPP and Amazon. Our mission is to deliver exceptional results for our clients, and we're looking for a talented Strategic Marketing Director to join our team in Sydney.


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

    We're looking for a strategic thinker to join our team as Financial Strategy Director, focusing on developing and executing funding strategies to support the growth of our flexicommercial business.Humm Group is one of Australasia's most successful non-bank financial organisations, with a legacy of innovation. We help people buy everything, everywhere, every...


  • 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 Commonwealth Bank of Australia Full time

    The Commonwealth Bank of Australia is a leading provider of integrated financial services, committed to improving governance practices and aligning with business, stakeholders, and customers' needs.In Financial Services, we focus on three key priorities: trust, resilience, and capital generation. We partner with all areas of CommBank to provide specialist...


  • Sydney, New South Wales, Australia La Trobe Financial Full time

    La Trobe Financial, a renowned Alternative Asset Manager since 1952, seeks an exceptional candidate for the role of Senior Asset Fund Director. This position offers a unique opportunity to lead the Fund Financial Control team and contribute to the company's continued growth and success.Australia's premier Alternative Asset Manager has achieved remarkable...


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

    Finance Leadership Opportunity in a Purpose-Led OrganisationWe are seeking an experienced CFO to join our Executive Leadership Team and drive the financial performance of our organisation. Reporting directly to the CEO, you will be accountable for managing the finance operations, compliance, reporting, and decision support.The successful candidate will have...


  • Sydney, New South Wales, Australia Planning Full time

    Role OverviewWe are seeking a highly skilled and experienced Strategic Marketing Director to join our team in Sydney, Australia. As a key member of the OpenDoor partnership between WPP and Amazon, you will play a crucial role in delivering consistency, delivery excellence, and best-in-class service for Amazon across its diverse businesses.


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

    About Page ExecutivePage Executive is a leading executive recruitment agency specializing in placing top talent in various industries, including FMCG. We are committed to providing exceptional service and delivering results-driven solutions.Job Title: Commercial Sales DirectorAbout the RoleThe Commercial Sales Director will be responsible for driving sales...

  • Merchandise Director

    1 month ago


    Sydney, New South Wales, Australia UMENCO Full time

    About UMENCOUMENCO is a renowned Australian retailer, celebrated for its refined wardrobe staples and commitment to excellence.Estimated Salary Range$120,000 - $180,000 per annum, based on industry standards and location.Job DescriptionWe are seeking an experienced Merchandise Director to spearhead the development and execution of seasonal category plans....


  • Sydney, New South Wales, Australia NielsenIQ Full time

    About the RoleWe are seeking an Executive Director, Consumer Insights to join our team at NielsenIQ. This role is a key position in driving revenue growth through strategic client acquisition and development of commercial strategies.Key ResponsibilitiesCommercial Strategy & Go-to-Market: Lead the development, refinement, and execution of the commercial...


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

    At Insignia Financial, we're committed to creating financial wellbeing for every Australian.We're seeking an experienced Senior Financial Governance Expert to join our team as the Head of Member Delivery. This is a permanent full-time role based in Sydney with hybrid working arrangements.This position will provide holistic insights and reporting to our...


  • Sydney, New South Wales, Australia Teva Pharmaceuticals Full time

    Company Overview\Teva Pharmaceuticals is a leading global pharmaceutical company dedicated to improving people's lives through the development and delivery of innovative medicines.\We are seeking a highly skilled Global Financial Planning and Strategy Lead to join our team at Teva Australia. This role is pivotal in leading financial planning, forecasting,...


  • Sydney, New South Wales, Australia Zenith Full time

    Transform your career with Zenith, a leader in digital marketing. We're seeking an APAC Digital Planning Director to join our team.We offer a competitive salary of $120,000 - $180,000 per year, depending on experience.Job Description:In this role, you will be responsible for leading the development and execution of full-funnel planning strategies across APAC...


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

    **Company Overview**: Westpac Group is a leading financial services organisation with a rich history spanning over 200 years. Our purpose is to create better futures together, and we're committed to empowering our customers, communities, and employees to achieve their goals.**Job Description**: As an Executive Director of Audit Operations, you will play a...