Financial Planning Specialist

6 hours ago


Melbourne, Victoria, Australia beBeeFinancialPlanning Full time $77,000

Job Title: Financial Planning Specialist

At our organization, we are seeking an experienced Financial Planning Specialist to join our team.

The ideal candidate will have:

  • Extensive experience in financial planning and analysis.
  • Proven ability to work with financial data and perform complex calculations.
  • Strong communication skills to effectively present financial information to stakeholders.
  • Ability to analyze financial risks and develop strategies to mitigate them.
  • Proficiency in Microsoft Office Suite, particularly Excel.

Responsibilities include:

  • Developing and maintaining financial models and forecasts.
  • Analyzing financial data to identify trends and opportunities for growth.
  • Collaborating with cross-functional teams to develop business plans and strategies.
  • Providing financial guidance and support to leadership and other departments.

This is a dynamic role that requires strong analytical and problem-solving skills, as well as excellent communication and collaboration abilities.

If you have a passion for finance and a desire to make a meaningful impact, please submit your application today.



  • Melbourne, Victoria, Australia beBeeFinancialPlanning Full time $64,000 - $97,000

    Financial Planning SpecialistOur organization is seeking a highly skilled Financial Planning Specialist to work with various entities, including individuals, companies, partnerships, trusts, and SMSFs.Key Responsibilities:Day-to-day financial planning and compliance tasksPreparation and audits of financial statementsReviewing bookkeeping work and financial...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    6 days ago Be among the first 25 applicantsBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, Permanent Full Time OpportunityBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, Permanent Full Time...


  • Melbourne, Victoria, Australia beBeeFinance Full time $90,000 - $120,000

    Financial Planning SpecialistMoreton Hire is seeking a skilled Financial Planning Specialist to join their team. This role offers an exciting opportunity for individuals looking to develop their skills in financial analysis and planning.Job Description:The successful candidate will be responsible for managing daily cashbook and banking tasks, assisting with...


  • Melbourne, Victoria, Australia beBeeFinancial Full time $190,000 - $250,000

    Job Title: Financial Planning SpecialistJob Description:">We are seeking a skilled and detail-oriented Financial Planning Specialist to join our team. This is an exciting opportunity for a finance professional to utilize their analytical skills and expertise in financial planning to drive business growth.">The successful candidate will be responsible for...


  • Melbourne, Victoria, Australia beBeeCommercial Full time $190,000 - $250,000

    Job Title: Financial Planning SpecialistWe are seeking an experienced Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and analysis, with excellent communication skills and the ability to think strategically.About the Role:The successful candidate will be responsible for analyzing financial data and...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection.With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...


  • Melbourne, Victoria, Australia beBeeAccountant Full time $90,000 - $120,000

    Job Title: Financial Planning SpecialistThe role of Financial Planning Specialist is a key position within the Finance team, responsible for assisting with the smooth running of the Finance function. This includes delivering accurate month-end results, preparing timely and accurate reporting for internal and external stakeholders, and providing insights to...

  • Financial Planner

    5 days ago


    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...


  • Melbourne, Victoria, Australia beBeefinancial Full time $90,000 - $120,000

    We are seeking a Financial Planning Specialist to join our team."],


  • Melbourne, Victoria, Australia beBeeFinancial Full time CA$40,360 - CA$46,992

    Financial Planning and Budgeting SpecialistThis position is accountable for overseeing the entire financial planning process, including budgeting, project accounting, and financial reporting.The ideal candidate will possess exceptional communication, interpersonal, and customer service skills, as well as advanced data manipulation skills using MS Excel tools...