Senior Financial Planning Expert

6 days ago

Brisbane, Queensland, Australia beBeeFinance Full time $90,000 - $135,000
Financial Planning Specialist

We are seeking a highly skilled and detail-oriented financial planning specialist to join our team. As a key member, you will play a pivotal role in delivering accurate and timely financial analysis to support critical decision-making across the business.

Key Responsibilities:
  • Budgeting & Forecasting: Manage and support annual budget and forecasting cycles, consolidating and analysing financial data to align with strategic objectives.
  • Reporting Essentials: Prepare monthly financial reports, including variance analysis and key performance indicators (KPIs).
  • Financial Systems: Work with tools such as JDE, OneStream, Reports Now, Power BI, and Excel to develop and maintain robust integrated system solutions while promoting best practices for reporting and process automation.
  • Stakeholder Engagement: Build strong relationships with regional and business area stakeholders, providing clear financial insights and business support.
  • Training & Governance: Maintain compliance with governance frameworks, develop training content, and provide oversight to ensure effective financial process utilisation.
What You'll Need to Succeed:
  • A bachelor's degree in accounting, commerce, data science, information systems, or related fields.
  • CA/CPA qualification (or working toward one).
  • 3+ years in financial planning, analysis, or a related role.
  • Expertise in budgeting, forecasting, variance analysis, and management reporting.
  • Hands-on experience with ERP systems (e.g., JDE, OneStream) and tools like Reports Now, Power BI, and advanced Excel.
About Our Business:

We operate in open-cut and underground mining, serving clients in Australia, Asia, and the Americas. Our vision is to harness people and technology to drive sustainable change.

  • Senior Financial Planning Expert

    1 week ago

    Brisbane, Queensland, Australia beBeeFinancial Full time $118,555 - $139,515

    Job Title: Senior Financial Planning ExpertWe are seeking an accomplished professional to drive our financial planning and analysis initiatives.About the Role:To contribute to budgeting processes, organisational modelling, and innovative enhancements.Develop pricing models for tenders and collaborate with Client Services for market intelligence.Familiarise...

  • Financial Planning Expert

    4 days ago

    Brisbane, Queensland, Australia beBeeAccountant Full time $90,000 - $125,000

    We are seeking a skilled Financial Planning Expert to play a pivotal role in delivering accurate and timely financial analysis.Key ResponsibilitiesBudgeting & Forecasting: Manage annual budget and forecasting cycles, consolidating and analysing financial data. Develop financial models and identify trends, risks, and opportunities.Reporting Essentials:...

  • Senior Financial Planning Analyst

    3 days ago

    Brisbane, Queensland, Australia beBeeFinance Full time $110,000 - $120,000

    Job Overview:We are seeking an experienced finance professional to partner with senior and executive leadership, building out the core financial planning & analysis (FP&A) capabilities. This fundamental role will provide financial planning, analysis, and decision-making support to drive business growth and success.The Company:A leading telecommunications...

  • Senior Financial Planning Specialist

    6 days ago

    Brisbane, Queensland, Australia beBeeFinancialPlanning Full time $90,000 - $130,000

    Senior Financial Planning Specialist**Job Summary**:We are seeking a seasoned financial planning specialist to drive strategic initiatives and support the team in achieving overall department goals.**Key Responsibilities**:- Develop in-depth knowledge of financial reporting and general ledger structure to provide expert guidance to the team.- Collaborate...

  • Financial Planning Assistant

    5 days ago

    Brisbane, Queensland, Australia Insignia Financial Full time

    Financial Planning Assistant**The opportunity**As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling...

  • Senior Financial Planning Expert

    4 days ago

    Brisbane, Queensland, Australia beBeeFinancial Full time $150,000 - $180,000

    Financial Advice Specialist We are seeking a highly skilled and motivated Financial Advice Specialist to join our team. About the Role The ideal candidate will be responsible for providing expert financial advice to clients, guiding them through complex financial decisions and helping them achieve their long-term goals. You will work closely with clients to...

  • Financial Planning Assistant

    1 week ago

    Brisbane, Queensland, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant**Location**:Brisbane, QLD, AU, 4000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people- Excellent opportunity to add value in this influential role- Based in Queen St, Brisbane Permanent Full Time Opportunity- Shadforth Financial Group is one of Australia's leading financial advisory firms...

  • Financial Planning Expert

    2 weeks ago

    Brisbane, Queensland, Australia beBeeAccountant Full time $90,000 - $120,000

    Financial Professional OpportunityMESH & BAR PTY LTD is an innovative and independent steel reinforcing company.We are looking for a highly skilled and detail-oriented finance professional to join our finance team in a maternity leave replacement role for 12 months.Prepare accurate and timely monthly, quarterly and annual financial statements and reports for...

  • Expert Financial Planner

    2 weeks ago

    Brisbane, Queensland, Australia beBeeTaxAdviser Full time $120,000 - $180,000

    Financial StrategistA premier opportunity has arisen to leverage your expertise in Australian tax and contribute to the growth of a specialist business.As a key member of the team, you will provide complex financial planning advice and support to a growing portfolio of professional services clients.You will work closely with senior financial experts to...

  • Financial Planning Assistant

    1 week ago

    Brisbane, Queensland, Australia Shadforth Financial Group Ltd Full time $60,000 - $80,000 per year

    Be part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Queen St, Brisbane – Permanent Full Time Opportunity.Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs...