Senior Financial Planning Specialist

6 days ago


Melbourne, Victoria, Australia beBeeFinancialPlanning Full time $80,000 - $130,000
Senior Financial Planning Specialist

Our organisation is a renowned brand in Australia, celebrated for its commitment to quality and innovation.

The Senior Financial Planning Specialist plays a pivotal role in strategic financial planning, forecasting, and reporting. This position delivers actionable insights and supports informed decision-making across business functions.

Key responsibilities include:

  • Financial Planning & Reporting: Annual budgeting, quarterly forecasting, monthly financial reports
  • Financial Analysis & Strategic Support: Developing financial models, conducting ad-hoc analysis, aligning KPIs with business strategy
  • Rebate Management: Tracking, reconciling, and reporting rebates
  • Leadership & Team Development: Supervising Assistant Accountant, enhancing team capabilities
  • Business Partnering: Collaborating with business unit leaders, presenting financial insights

The work requires initiative, strong organisational skills, and the ability to manage competing priorities independently.

Essential Qualifications:

  • Certified Practising Accountant (CPA) or Chartered Accountant (CA) qualification
  • Industry experience
  • Leadership skills
  • Advanced Excel skills


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