Strategic Financial Leadership Opportunity

2 weeks ago


Melbourne, Victoria, Australia beBeeLeadership Full time $90,000 - $120,000
Lead Financial Planning Professional

We are seeking a dedicated and results-driven leader to oversee our team of financial planners. As an integral part of our management team, you will be responsible for guiding and motivating your team to achieve exceptional outcomes.

Key Responsibilities:
  • Daily meetings with the team to discuss progress and set goals
  • Providing ongoing coaching and training to enhance staff performance
  • Allocating tasks effectively to ensure timely completion and efficient workflow
  • Identifying client needs and preferences through effective communication
  • Delivering constructive feedback and encouragement to team members
  • Monitoring and evaluating staff performance and time-management skills
Requirements:
  • Substantial experience working with XPLAN financial planning software
  • Strong proficiency in navigating client files and user workflow
  • Able to troubleshoot technical issues and upskill team members regularly
  • Thorough knowledge of the Financial Planning Process and advanced modelling skills
  • Exceptional communication and interpersonal skills
Why Work with Us?
  • Dynamic work environment driving success in the financial services sector
  • Culture of integrity, diversity, teamwork, respect, and wholesome values
  • Opportunities for career growth and professional development


  • Melbourne, Victoria, Australia beBeeFinancialLeadership Full time $150,000 - $220,000

    As a strategic finance leader with a passion for driving business growth, you will play a key role in delivering long-term financial sustainability and contributing to organisational success.About the RoleLiaise with senior stakeholders to provide critical financial oversight, insight, and leadership across diverse business units.Lead budgeting and...


  • Melbourne, Victoria, Australia beBeeFinance Full time $183,884 - $202,163

    Job OverviewThe Director Finance and Procurement is a critical role responsible for developing and implementing financial management, purchasing, and supply strategies to ensure effective resource allocation.About the PositionThis executive leadership opportunity provides strategic direction and oversight to ensure timely budgeting, planning, and financial...


  • Melbourne, Victoria, Australia beBeeLeadership Full time $120,000 - $180,000

    Senior Account Director RoleOgilvy Melbourne is seeking a Senior Account Director to join our tight-knit, supportive team.The ideal candidate will have a strong understanding of financial principles, excellent negotiation skills, and a keen eye for creative solutions. They will be responsible for nurturing relationships at the most senior client relationship...


  • Melbourne, Victoria, Australia Bebeefinancial Full time

    As a Senior Financial Strategist, you will be responsible for developing and executing financial strategies to support business growth and profitability.Key ResponsibilitiesOversee cash flow management, financing, and investor relations to ensure sustainable funding.Implement cost-control measures and financial oversight across various units to optimize...


  • Melbourne, Victoria, Australia beBeeFinance Full time

    Financial Expertise Partner Job DescriptionIn this strategic role, you will work closely with our financial team to provide expert guidance and support. This position offers the opportunity to collaborate with a global brand in the Manufacturing industry and drive long-term career growth.Key Responsibilities:Provide financial leadership and support to...


  • Melbourne, Victoria, Australia beBeeFinancial Full time $100,000 - $120,000

    Commercial Finance LeaderWe are seeking an experienced finance professional to play a pivotal role in shaping commercial success for our two fast-growing, private equity-backed joint ventures.This is a high-impact position working closely with CEOs, providing strategic financial leadership and building best-in-class finance processes.Key ResponsibilitiesLead...


  • Melbourne, Victoria, Australia beBeeRiskManagement Full time $150,000 - $160,000

    Group Financial Reporting Manager OpportunityThis is a strategic opening for an ambitious and technically astute professional to lead the group's financial and statutory reporting.Main Responsibilities:Oversee the consolidation of financial data, including journal review and processing, intercompany reconciliations, and P&L updates.Review and comment on...


  • Melbourne, Victoria, Australia beBeeexecutive Full time $200,000 - $250,000

    Job DescriptionThe role of Chief Executive Officer is a senior leadership position responsible for leading the organisation's operations, governance, and financial management. The CEO will provide strategic and operational direction to ensure the organisation's sustainability and growth.The successful candidate will have strong commercial and financial...


  • Melbourne, Victoria, Australia beBeeStrategic Full time $120,000 - $145,000

    About the RoleAct as a strategic finance partner to a designated directorate, with regular exposure to senior executives.Influence financial decision-making, driving performance and sustainability, and support long-term strategic planning and analysis.Key ResponsibilitiesMaintain strong relationships with senior leaders to inform business decisions.Provide...


  • Melbourne, Victoria, Australia beBeeLeadership Full time $165,000 - $187,000

    Drive Business Growth as a Strategic Financial LeaderYou will play a critical role in leading the Consumer business FP&A team to achieve its financial objectives.Key Responsibilities:Manage the Planning Process and Monitor Financial PerformanceReview Monthly Results and Forecast Submissions, Providing InsightsFacilitate Strategic Business Planning to Drive...