Financial Analysis Lead

2 weeks ago


Sydney, New South Wales, Australia UBS Financial Services Full time
About the Role

We are seeking a Financial Analysis Lead to join our team at UBS Financial Services.

This is an exciting opportunity for a skilled and experienced professional to lead financial analysis efforts and ensure research meets all legal and regulatory requirements.

You will work closely with Legal & Compliance, Research Management, and Research Analysts to deliver high-quality research products.

  • Maintain in-depth knowledge of legal and regulatory requirements.
  • Collaborate with cross-functional teams to develop research strategies.
  • Ensure research meets internal policies and procedures.

You will be responsible for:

  1. Providing expert analysis and insights to support business decisions.
  2. Developing and maintaining complex financial models.
  3. Collaborating with stakeholders to identify business opportunities.

The ideal candidate will have:

  • A current Series 16 license; Series 4 a plus.
  • Minimum of three years' experience as a Supervisory Analyst.
  • Strong written and verbal communication skills.
  • Scrupulous attention to detail.
  • Able to work effectively on time-sensitive research products.
  • Well-organized and able to cope in a demanding environment.


  • Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    Financial Planning and Analysis LeadeFinancialCareers Ltd. is seeking a Financial Planning and Analysis Lead to join our team. As a key member of our finance team, you will be responsible for leading financial planning and analysis activities, including budgeting, forecasting, and long-term financial planning.The successful candidate will have a strong...


  • Sydney, New South Wales, Australia DLL - Financial Solutions Partner - Part of Rabobank Full time

    We are seeking a Financial Analysis Manager to lead our team as a Corporate Credit Analyst.About the RoleOversee the analysis and review of client proposals to identify potential risks and opportunities.Develop and maintain strong relationships with customers, vendors, and internal stakeholders.Prepare and present credit applications, taking into account...


  • Sydney, New South Wales, Australia Novo Nordisk Full time

    Job DescriptionThe Senior Financial Planning Analyst at Novo Nordisk Oceania will be responsible for delivering financial planning and analysis capabilities to support business decision-making. Key responsibilities include:Developing and maintaining financial models, forecasts, and reports to support business planning and decision-making.Providing financial...


  • Sydney, New South Wales, Australia GBST Holdings Limited Full time

    About GBST Holdings LimitedGBST is a global leader in inspiring wealth innovation for wealth management and advice organisations. Our commitment to excellence, track record of continued successful delivery, and hard work have earned us the trust and partnership with world-leading financial services organisations.We've invested heavily in transforming our...


  • Sydney, New South Wales, Australia Premier's Department NSW Full time

    About the JobWe are seeking a Financial Analysis Manager to join our Investment Appraisal Team. The successful candidate will have expertise in economic and financial analysis, including cost-benefit assessments and business case development.As a Financial Analysis Manager, you will lead a team of analysts and work closely with experts and stakeholders to...


  • Sydney, New South Wales, Australia VOLKSWAGEN AG Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Manager to join our Finance and IT department. As a senior position, you will be responsible for a broad range of functions including planning, budgeting & reporting, evaluating incentive campaigns, new vehicle pricing, business proposals, system enhancement and growth strategy.The...


  • Sydney, New South Wales, Australia Happytel Retail Group Full time

    **Job Summary:**We are seeking an experienced accounting professional to join our team at Happytel Retail Group, responsible for financial analysis, reporting, compliance, and payroll processing.**About the Role:**The successful candidate will have a strong background in financial analysis, with experience in developing strategies to optimize profitability...


  • Sydney, New South Wales, Australia GBST Holdings Limited Full time

    About GBST Holdings LimitedWe're a leading provider of technology solutions for wealth management and advice organisations globally. Our focus on innovation has led to the transformation of our technology stack, enabling us to bring a truly immersive and digital experience to the front and back-office.The OpportunityWe're seeking an experienced Sales and...


  • Sydney, New South Wales, Australia Qantas Airways Full time

    Join our team as a Financial Analysis and Advisory Lead at Qantas Airways and contribute to the development of our financial reporting strategy. As a key member of our External Reporting and Advice team, you'll provide technical accounting expertise and guidance to support the delivery of high-quality financial reporting and accounting services.The ideal...


  • Sydney, New South Wales, Australia CommBank Full time

    The successful candidate will have a strong understanding of financial performance management, financial systems controls, and financial modelling, as well as excellent communication and teamwork capabilities.Key Requirements:Strong business partnering and stakeholder management experience.Proficiency in financial modelling and trend analysis.Excellent...


  • Sydney, New South Wales, Australia Apex group Full time

    Job SummaryWe're seeking a skilled Financial Reporting Specialist to join our team. As a key member of our finance department, you'll be responsible for ensuring accurate revenue recognition, streamlining invoicing processes, and analyzing monthly revenue.Key ResponsibilitiesReporting and AnalysisEnsure accurate revenue recognition by streamlining invoicing...


  • Sydney, New South Wales, Australia Mitsubishi UFJ Financial Group Full time

    Welcome to the Director, Financial Control, GCIB APAC role at Mitsubishi UFJ Financial Group (MUFG), where we are seeking a highly skilled financial leader to drive the next phase in the development of our regional financial control function.Job ResponsibilitiesFinancial Reporting & Compliance:Ensure completeness, accuracy, and timeliness of all financial...


  • Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Job OverviewWe are seeking a highly skilled Senior Manager to join our Financial Planning and Analysis team. This role will be responsible for assisting senior management in managing and controlling costs, ensuring alignment with business objectives.You will work closely with the offshore team of 4 to prepare and present cost-related reports to senior...


  • Sydney, New South Wales, Australia Robert Walters Full time

    Head of Financial Planning and AnalysisWe are seeking a highly skilled Head of Financial Planning and Analysis to lead the financial planning and analysis function within our client's Regional Corporate and Institutional Banking division.This role offers the chance to work within a globally recognised financial group, committed to making a difference for...


  • Sydney, New South Wales, Australia TPG Telecom Group Full time

    Bring your 'you' to TPG Telecom, and help us build meaningful relationships and support vibrant, connected communities. We're better and bolder together.TPG Telecom started with a belief that we can make things better for Australians. We believe in the power of meaningful relationships to support vibrant, connected communities where everyone belongs. It's...


  • Sydney, New South Wales, Australia Moody's Investors Service Full time

    Company Overview:Moody's Investors Service is a leading provider of credit ratings and research to the global financial markets. We strive to create an inclusive environment where everyone feels welcome to contribute their ideas and expertise.We are seeking a skilled Financial Analysis Expert to join our Structured Finance Group, responsible for assigning...


  • Sydney, New South Wales, Australia Qantas Full time

    Qantas is an Australian icon, serving as the country's largest regional, domestic, and international airline. We're seeking a highly skilled Financial Planning and Analysis Leader to join our Commercial Operations team.In this role, you'll be responsible for leading the development and implementation of financial planning and analysis processes, ensuring...


  • Sydney, New South Wales, Australia T+O+M Executive Full time

    About the RoleT+O+M Executive is seeking an experienced FP&A Manager to join their team. As a key member of the Group FP&A team, you will provide strategic financial guidance to the CFO and wider Commercial Business.Key responsibilities include performance reporting, planning and forecasting, decision support, and analysis.The successful candidate will be a...


  • Sydney, New South Wales, Australia VetPartners Full time

    Company OverviewVetPartners is a veterinary company that prioritizes shared services support to drive success for its clinics. This role features a hybrid work arrangement, with four days in the office, promoting collaboration and team engagement.We are seeking a proactive and analytical Finance Business Partner to join our Support Office. In this role, you...


  • Sydney, New South Wales, Australia GBST Holdings Limited Full time

    About GBST Holdings LimitedWe are a leading provider of technology solutions for wealth management and advice organisations globally. Our commitment to excellence, track record of continued delivery, and hard work has earned us the trust and partnership with world leading financial services organisations.Our focus on innovation has led to the transformation...