Senior Financial Planning Analyst

2 weeks ago

Canberra, ACT, Australia beBeeCareer Full time $89,393 - $124,159

Looking for a career that combines finance and analysis? This role is the perfect opportunity to leverage your skills in financial planning and analysis.

The key responsibilities of this position include:

  • Providing business management, reporting, and budgeting expertise to support strategic decision-making
  • Working with the FP&A Manager to develop and improve monthly reporting, providing insightful commentary to stakeholders
  • Developing budgets, forecasts, and KPIs, serving as a business partner to various units, offering relevant financial support and insights
  • Assisting the FP&A Manager in planning and coordinating the Annual Budget, integrating it into an Excel model for analysis and scenarios
  • Preparing business unit P&Ls and capex reports compared to budget, meeting regularly with BU leaders to inform their decision-making
  • Accountability for internal stakeholders to meet set KPIs, using these as a basis for future forecasts and budgets
  • Assisting the FP&A Manager with data entry into the Business Investment Model, understanding its impact, and analyzing results
  • Ad-hoc reporting as required

Board Reporting & Business Growth:

Producing and continuously improving the monthly Board reporting pack, enhancing scope through analysis and commentary to provide insights, heighten understanding, and add value for the Board

Preparation of business insights, analytical commentary, detailing trends, and answering director queries for the monthly Board pack

Processing improvements and answering director queries, anticipating analysis requirements by stakeholders (senior management and Board) to drive enhancements in information provided

Analysis of the impact of investment opportunities on CDC's valuation, funding requirements, etc.

Assistance with modelling, information requests, and reporting for any transactions, re-financing, and valuations

Support in preparation of up-to-date forecasts and supporting information and analysis for external valuers for the routine valuation of CDC's equity, management incentive schemes, and investment properties

Timely response to questions from financial partners, shareholders, investment analysts, financial institutions, potential investors, executives, auditors, public officials, etc.

Proactive preparation of analyses, reports, and presentations for various stakeholder requirements

Required Qualifications:

  • Qualified Chartered Accountant from a recognized accounting body
  • Proven ability to work independently and collaboratively in a small-medium team environment
  • High level of organisational and planning skills, balancing multiple priorities and conflicting deadlines
  • High motivation with a proven record of successful achievement
  • Experience with advanced Excel functionality, particularly skills associated with investment management principles (IRR's, NPV, etc.), cash flow, model architecture, and scenario analysis
  • Attention to detail, consistency, and logical thinking
  • Excellent written and oral communication skills
  • Ability to communicate key messages clearly and structuredly, supporting business decision-making
  • Maintenance of confidentiality and interest in technology, systems, and efficient processes

Essential Requirement:

Australian citizenship

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