Strategic Financial Planner

2 weeks ago

Sydney, New South Wales, Australia beBeeStrategic Full time $80,000 - $120,000

We are seeking a Strategic Planning Analyst to join our team and play a pivotal role in driving profitability and efficiency.

Job Description

This is a unique opportunity to use your financial modelling and analytical expertise to influence key strategic and commercial decisions across the organisation. You will be responsible for:

  • Supporting the annual strategic planning and budgeting process;
  • Developing and evolving reporting frameworks for executive and board-level communication;
  • Conducting in-depth analysis and financial modelling to understand and explain business issues and opportunities;
  • Producing high-quality analysis of data and business drivers to inform smarter decisions;

You will have the opportunity to extract the 'so what' from the numbers and communicate insights to a wide range of stakeholders. Your strong financial modelling and quantitative capabilities will enable you to create and present clear, impactful presentations for senior management and business leaders.

Qualifications

To be successful in this role, you will require:

  • Prior experience in a planning, strategy, or analysis role at a large and complex organisation;
  • A commercial mindset with strong analytical and problem-solving skills;
  • Excellent written and oral communication, with the ability to present complex information clearly;
  • Strong financial modelling and quantitative capabilities;
  • Exceptional attention to detail and a proven track record of producing high-quality documents;
  • Demonstrated ability to thrive in ambiguous situations.

We offer a range of benefits, including flexible work options, 18 weeks paid parental leave, access to our Employee Exclusives program, and an annual gift voucher for Stan subscription.

Our Commitment to Diversity and Inclusion

We are committed to creating a safe, respectful and inclusive workplace. We encourage applications from diverse backgrounds and perspectives, and we welcome discussions about flexibility needs during the hiring process.

  • Financial Planner

    21 hours ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Strategic Financial Planner

    6 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $120,000 - $180,000

    Strategic Financial PlannerWe are seeking a skilled Strategic Financial Planner to join our Enterprise Financial Planning & Analysis team.This role leads the consolidation of Business Unit forecasts into a cohesive enterprise view and delivers insightful analysis to executive leadership.You will play a key role in financial planning, performance analysis,...

  • Financial Planner – Sw Sydney

    3 days ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...

  • Financial Planner – SW Sydney

    2 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial Planner – SW Sydney

    4 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based...

  • Strategic Financial Planner

    1 week ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $300,000

    Strategic Financial Planner">We are seeking a skilled and experienced Strategic Financial Planner to join our team. As a key member of our team, you will play a critical role in providing expert financial advice to high net worth clients.Your primary responsibility will be to develop and implement comprehensive financial plans that meet the unique needs of...

  • Financial Planner

    7 days ago

    Sydney, New South Wales, Australia Buscojobs Full time

    NobleOak is a high-growth challenger brand that puts the client at the centre of our business.Are you an experienced financial planner looking for a part-time opportunity?Join our team in Sydney for a specialised roleJob DescriptionAs an experienced financial planner working on our Wealth Maximiser product, you will be coaching customers using statements of...

  • Financial Planner

    6 days ago

    Sydney, New South Wales, Australia NobleOak Full time $90,000 - $120,000 per year

    NobleOak is a high growth challenger brand that puts the client at the centre of our business. Are you an experienced financial planner looking for a full-time opportunity? Join our team in Sydney for a specialised role Job Description As a financial planner working on our Wealth Maximiser product, you will be coaching customers using statements of advice...

  • Financial Planner

    2 weeks ago

    Sydney, New South Wales, Australia Buscojobs Full time

    NobleOak is a high-growth challenger brand that puts the client at the centre of our business.Are you an experienced financial planner looking for a part-time opportunity? Join our team in Sydney for a specialised roleJob DescriptionAs an experienced financial planner working on our Wealth Maximiser product, you will be coaching customers using statements of...

  • Financial Planner

    5 days ago

    Sydney, New South Wales, Australia Randstad Australia Full time $90,000 - $120,000 per year

    In this Financial Planner role you will be responsible for providing holistic financial advice to new and existing members of the funds. The advice will be given face to face and you will write your own statements of advice. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you...