Financial Planning Specialist

2 days ago


Sydney, New South Wales, Australia Charterhouse Full time

Charterhouse, a leading Australian institution, is seeking a talented Management Accountant to join their dynamic team. As a key member of the finance department, you will play an essential role in preparing financial reports, delivering insights, and providing financial analysis to support budgeting, forecasting, and financial planning processes.

The organisation values finance as a value-add function, and you will have the opportunity to work closely with senior leadership and contribute to strategic decision-making.

About the Role:

  • Prepare and analyse financial reports to support budgeting, forecasting, and financial planning processes.
  • Business Partnering with key internal and external stakeholders to provide insights and recommendations to senior management through variance analysis and modelling.
  • Collaborate with department heads to develop and manage budgets and inform strategic decision-making.

Skill Requirements:

  • CPA/CA qualification required.
  • Bachelor's degree in accounting or equivalent.
  • At least 4 years of experience in a similar role with a focus on financial planning and analysis.
  • Strong communication skills, both verbal and written, with the ability to present financial data to leadership.

We offer:

  • A competitive salary up to $140,000 package.
  • Flexible working arrangements, including the option to work from home.
  • Leave loading benefits.
  • Opportunities for career progression and development.

$130,000 - $140,000 per annum, depending on experience.



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