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Financial Planning and Analysis Manager
2 months ago
State Trustees Limited provides Victorians with financial and legal assistance during all stages of their life, including specialized services and products such as:
- Will Writing
- Powers of Attorney
- Executor Services
- Trustee Services
- Personal Financial Administration
For more information, please visit our website.
About the RoleYou will be responsible for the Financial Planning and Analysis and Business Partnering function at State Trustees Limited, including key tasks such as:
- Internal reporting and budgeting
- Forecasting and financial sustainability
- Driving transformation and uplift of the function
You will be expected to:
- Develop and implement financial planning and analysis strategies
- Provide business partnering support to senior management
- Collaborate with cross-functional teams to drive business outcomes
To be successful in this role, you will need to demonstrate:
- Strong financial planning and analysis skills
- Advanced computer skills, including Microsoft Office and Business Intelligence toolsets
- Well-developed analytical, interpretive, and communication skills
- Employee management experience
- Strong stakeholder engagement skills
- Experience with analytics and reporting tools
- Experience in the preparation of executive reporting
- Excellent conceptual and problem-solving skills
- Excellent documentation, planning, and organization skills
- Attention to detail and accuracy
At State Trustees Limited, we value:
- Care
- Unity
- Passion
We strive to create an inclusive and supportive work environment where all employees feel valued and empowered to contribute to our mission.
