Strategic Financial Planning Lead

2 weeks ago


Melbourne, Victoria, Australia beBeeFinancial Full time $92,948 - $143,484
Senior Financial Strategist

We are seeking a seasoned Commercial Operations Manager to join our Finance team in Melbourne office.

  • Key Responsibilities:
  1. Act as a trusted advisor to assigned practice group leaders to assist in driving commercial outcomes and supporting operational effectiveness.
  2. Establish strong and collaborative relationships with principals in practice groups to understand their goals, inform decision-making, and embed a commercial mindset through coaching and improving financial literacy.
  3. Support the upskilling and financial literacy of promotion candidates (focus on SA, SC, FDP and EP).
Reporting and Analysis

Translate financial data into actionable insights aligned with strategic objectives.

  1. Deliver timely, accurate, and insightful financial analysis and reporting to support senior management decisions of both revenue and expenses and applicable variance analysis.
  2. Identify opportunities to improve management reporting frameworks, including Excel models and business intelligence (BI) tools such as Power BI.
Budgeting and Forecasting

Lead and support planning processes for PGs, including the development of annual budgets, forecasts, and long-range planning for designated Practice Groups.

  1. Collaborate with stakeholders to ensure budgets are strategically aligned and based on clear assumptions and drivers.
Team and Culture

Contribute to a collaborative team culture, sharing knowledge and supporting the growth and capability of the finance team, supported Practice Groups and other PG Business Partners.

  1. Role model a service excellence and continuous improvement mindset, supporting a one-firm approach to ways of working.
Area of Specialisation

Focus: Project & Process ImprovementAccounting, Reporting Expertise, Firmwide Systems Project Accounting & Strategic BusinessSupport

  • Provide proactive financial support to the Director of Finance and COO for strategic projects and firm-wide initiatives, including business case modelling, benefit tracking, scenario analysis, and return-on-investment calculations.
  • Act as the Finance lead for project accounting across major initiatives – partnering with project sponsors and managers to develop, validate, and track costs and benefits over time.


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