Financial Planning and Analysis Specialist

3 days ago

Melbourne, Victoria, Australia beBeeFinance Full time $120,000 - $150,000

Job Summary
The FP&A Business Partner will provide financial insights and analysis to support strategic decision-making across the business. Working closely with stakeholders, this role will drive budgeting, forecasting, and performance reporting, while identifying opportunities for process improvements.

Responsibilities

  • Preparing, analyzing, and interpreting financial reports to support informed decision-making.
  • Developing accurate financial models, forecasts, and presentations to guide budgeting and scenario planning.
  • Partnering with stakeholders to align financial objectives with strategic goals and evaluate new projects, products, and initiatives.
  • Monitoring budget-to-actual performance, identifying risks or opportunities, and recommending adjustments.
  • Providing actionable insights to senior leadership to support strategic planning and resource allocation.
  • Analyzing market trends, industry benchmarks, and competitor data to inform business strategies.
  • Ensuring compliance with financial regulations, accounting standards, and internal policies.

Required Skills and Qualifications

  • Proven experience in financial planning & analysis, including financial modelling and data analysis.
  • Strong knowledge of accounting principles and financial concepts.
  • Background in dynamic environments, ideally within technology, financial services, or investment-related industries.
  • Demonstrated ability to partner with cross-functional teams and senior leadership.
  • Excellent communication and presentation skills, with the ability to simplify complex financial concepts.
  • Strong problem-solving skills, adaptability, and a proactive, solutions-oriented mindset.
  • Tertiary qualifications in Finance, Accounting, Economics, or a related field.
  • Professional certification such as CA, CPA, CFA (or working towards one) is highly regarded.

Benefits

  • Join a growing start-up shaping the Australian investment landscape.
  • Eligible employees receive 16 weeks parental leave.
  • An office location in Melbourne CBD, with a fully stocked pantry.
  • Premium Selfwealth trading account & 20 free trades per quarter.

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