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Chief Financial Strategist

3 weeks ago

Melbourne, Victoria, Australia beBee Careers Full time
Job Description

Proudly Australian owned and operated, our experienced team members are committed to delivering value through innovative solutions that drive business productivity and reduce operational costs across regional and metropolitan New South Wales, Victoria and South Australia. We take time to understand our customers' unique requirements and then design and build a solution that meets their needs.

Duties & Responsibilities
  • The Chief Financial Strategist manages finance functions for the group, including managing cashflows, budgeting and auditing processes, preparation of end of month accounts and year end statutory financial statements, balance sheets and FBT & BAS returns. Account reconciliations and managing end of year are also key responsibilities.
  • This role will work closely with all leaders to provide support, guidance and advice, identifying areas of improvement to drive business growth.
Key Relationships
  • The Chief Financial Strategist manages relationship with banks and other key financial institutions, ensuring business funding needs are adequately managed.
  • Maintains relationship with insurance agent, providing advice during claims and negotiating annual renewal process.
Strategic & Commercial
  • Financial Planning and Analysis: This role leads budgeting, forecasting, and financial analysis to track performance and provide strategic insights.
  • Sales Performance Analysis: Partners with sales teams to analyse data, identify trends, and optimise revenue and profitability.
  • Business Partnering with Leadership: Works closely with senior leadership to provide strategic recommendations and drive business growth.
  • Pricing Strategy: Develops and implements pricing strategies aligned with business goals and market conditions.
  • Reporting and Dashboards: Prepares regular financial reports and performance dashboards for leadership and stakeholders.
  • Cross-functional Collaboration: Collaborates with marketing, operations, and other departments to ensure alignment on financial targets and strategies.
Financial Reporting
  • Responsible for timely and accurate delivery of financial reports.
  • Prepares monthly and annual financial statements, ensuring all tax obligations are met.
  • Maintains all financial accounts, including assets, ensuring accurate recording of transactions.
Team Leadership
  • Led by the Chief Financial Strategist, who develops relationships based on trust, respect, and open communication.
  • Makes decisions based on what is best for the business and its people, taking ownership of these decisions.
  • This role travels to offices to maintain relationships and is an escalation point for the ELT, leaders, finance team, and administration team.
Innovation
  • Drives financial strategies that support long-term plans through innovative thinking.
Learning & Development
  • Encourages personal and professional development, promoting an environment of learning and skill development. This role inducts new employees into the finance and payroll teams.
Work Health & Safety
  • All employees must comply with Health & Safety Policy and cooperate in ensuring their own health & safety and the health and safety of others in the workplace.
  • Employees are encouraged to actively participate in resolving health & safety issues.
  • If employees believe their work or workplace is unsafe, they should report concerns to their Manager, Human Resources Manager, or Leadership Team member, and take action to protect themselves.