Strategic Financial Expert

2 weeks ago

Melbourne, Victoria, Australia beBeeFinancial Full time $150,000 - $250,000

Join a high-performing team of financial experts who are passionate about driving business success.

The role of the Financial Planning Analyst is to provide industry-wide expertise to support our division's financial analysis needs. The ideal candidate will lead goals and initiatives to advance our finance vision and strategic objectives.

Key Responsibilities:

  • Lead initiatives and goals focusing on complex financial analysis supporting enterprise or divisional stakeholders. Conducts complex analyses such as forecasting and financial modeling.
  • Provides thought leadership to the development of financial methodologies and approaches. Conducts ad-hoc and periodic evaluation reviews to help assess the profitability of product lines and distribution channels.
  • Owns enterprise channel and product costing models and the production of end-user cost matrices for internal team use. Implements systematic approach to maintaining and continuously improving the models. Provides support and input into client and product pricing.
  • Manages responses to requests for information related to internal business statistics and trends. Engages appropriate resources to support requests, determines appropriate sources of information, collects, compiles, interprets, analyzes, and summarizes results in alignment with the overall business strategy.
  • Identifies opportunities to improve the delivery of financial services to internal clients and implements procedural changes, as needed. Structures and manages projects and ad-hoc requests.
  • Supports the financial development and growth of the team.
  • Participates in special projects and performs other duties as assigned.

Qualifications:

  • Minimum of five years related work experience, with at least two years financial services industry experience.
  • Undergraduate degree or equivalent combination of training and experience. Economics or Finance degree preferred. Graduate degree preferred.
  • CPA, CFM, CMA, or other financial designation preferred.

Why Work with Us?

We are committed to diversity and inclusion and believe that every decision we make should be guided by our core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

As a valued member of our crew, you will have the opportunity to contribute your unique strengths to achieving our core purpose. You will be empowered to collaborate and innovate with a diverse and inclusive team.

Our company offers a range of benefits to support your career development and well-being, including opportunities for professional growth, training, and education.

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