Strategic Financial Insights Leader

6 days ago


Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $180,000
Financial Planning Analysis Manager

This role requires a strategic thinker to lead the delivery of high-quality performance analysis and insights that support decision-making across the Group.

As a Financial Planning Analysis Manager, you will be responsible for evaluating business performance, identifying trends, and translating complex data into actionable insights that drive success.

  • Key Responsibilities:
    • Lead the delivery of Group management results, ensuring alignment with internal and external reporting requirements
      • Partner with divisional Finance and business teams to understand underlying performance trends and ensure alignment with Group Performance Objectives
        • Analyse performance trends, identify key risks and opportunities, and translate findings into strategic insights for informed decision-making
          • Build strong relationships with Group Senior stakeholders to shape reporting that evolves with business needs
            • Champion continuous improvement in analytics, reporting processes, and data quality to deliver high-impact reports and dashboards to drive operational efficiencies
              • Provide coaching and mentoring to analysts, supporting their professional growth and career development

Requirements:

  • Must-Haves:
    • Experienced in Financial Services or Corporate Finance, ideally within the insurance sector
      • Analytical thinker with a structured approach to solving complex problems
        • Strong communicator with the ability to influence and collaborate across teams
          • Adaptable and hands-on, comfortable working in a fast-paced, dynamic environment
            • Technically proficient in finance, accounting, or actuarial analysis
              • Detail-oriented with a passion for turning data into meaningful insights

Preferred Qualifications:

  • Nice-to-Haves:
    • Experience working with data visualisation tools and technologies
      • Knowledge of industry-specific software and systems
        • Understanding of business operations and risk management principles
          • Ability to work in a hybrid environment, balancing office and remote work

What We Offer:

  • Benefits:
    • Hybrid Working: A mix of working from home and in the office to enhance work-life balance
      • Thriving at Our Best Wellbeing Program: Free holistic wellbeing coaching, nutritional, confidential counselling, financial, and legal advice
        • 18 weeks' gender-equal flexible leave for all new parents, including paid super
          • The ability to maximise retirement savings through voluntary super contributions and company matching
            • Income protection insurance & reimbursed Death and Total Permanent Disability insurance premiums
              • Additional leave and support through our Family Domestic Violence First Responder Network
                • Discounts on insurance products, car hire, hotels, goods, and services

Why Join Us:

  • Our Values:
    • We value diversity, equity, and inclusion in the workplace
      • We foster a culture of innovation, collaboration, and continuous learning
        • We prioritise employee well-being, safety, and engagement
          • We strive for excellence in everything we do


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