Financial Planning Specialist

2 days ago

Melbourne, Victoria, Australia beBeeFinancial Full time CA$40,360 - CA$46,992
Financial Planning and Budgeting Specialist

This position is accountable for overseeing the entire financial planning process, including budgeting, project accounting, and financial reporting.

The ideal candidate will possess exceptional communication, interpersonal, and customer service skills, as well as advanced data manipulation skills using MS Excel tools such as Vlookup and Pivot Table.

Key Responsibilities and Deliverables
  • Coordinates and facilitates the complete financial planning process for designated services areas.
  • Guides and trains budget users, providing support and guidance to all budget managers.
  • Calculates and balances internal budget allocations, prepares supporting working papers, and provides guidance to budget managers on key allocations drivers.

The successful candidate will have a comprehensive understanding of budget preparation and reconciliation procedures, as well as substantial experience with preparation of year-end working papers, financial statements, and consolidations, account reconciliations.

Key Skills and Abilities
  • Exceptional communication (verbal and written), interpersonal, and customer service skills.
  • Advanced data manipulation skills using MS Excel tools such as Vlookup and Pivot Table.
  • Substantial experience with and understanding of Enterprise Resource Planning (ERP) systems such as SAP.

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