Financial Planning Specialist

16 hours ago

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

Assurant is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Finance team, you will be responsible for supporting key stakeholders on financial planning, understanding business performance, and decision-making.

Key Responsibilities
  • Drive material enhancement in the efficiency and quality of insights in financial/operational forecasting for the Australian business.
  • Develop forecasting models and reporting tools using SQL, SAS, Microsoft BI, or other similar tools.
  • Develop analytical reporting that supports the business to make better, more timely decisions.
  • Evaluate and implement best-in-class forecasting and reporting tools and techniques – visualization, analytics, natural language queries.
  • Annual budgeting, quarterly forecasting, monthly Outlook, and partnering with Finance leads to facilitate local monthly reporting and analysis into an APAC level report.
  • Rolling FY reporting, provision of actionable insights highlighting trends, opportunities, potential, and coming headwinds, and potential courses of action to Country Heads across APAC.
  • Development of financial reporting dashboards, analysis, and presentation of insights and alternative strategies to support business decisioning.
  • Segment analysis on Assurant clients and customers, variance causation, priorities, and proposal of actions to remedy.
  • Preparation of monthly management reporting for Functional heads, expense analysis, overruns, and recommendation of appropriate controls to mitigate.
  • Facilitating discussion of financial plans and targets with functional heads, and supporting the development of localized planning and strategies to achieve budget.
  • Partner with the Actuary and BI team's to provide financial modelling for new business and acquisition.
Requirements
  • Qualified CA/CPA Accountant.
  • 8 years of Management Accounting experience, preferably in the Insurance and/or Telecommunications Industry.
  • US GAAP experience.
  • Strong communication skills with the ability to position messages effectively with Functional Heads, and business stakeholders across APAC.
  • Able to articulate complex financial information, trends, and reports and communicate in simple terms that inform strategy and business decisions.
  • Experience in managing forecasts and budgets.
  • Proficiency with Business Intelligence and analytics tools.
  • Experienced in managing large amounts of financial data from multiple sources and systems, bringing together in useful insights and dashboards.
  • Experienced user of Microsoft product suites. Knowledge and use of EPA and Sun Systems preferred.
  • Ability to communicate and adapt to cultural norms of the local team.
  • Exceptional honesty, integrity, and alignment to the Assurant values and ways of working.
What We Offer

Assurant offers a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to attracting and retaining top talent, and offer a competitive compensation package, including a hybrid work model, discounted employee share purchase program, and a range of employee benefits.

If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please submit your resume and cover letter detailing your experiences and suitability for the role.

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