Strategic Financial Planning

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancial Full time $110,000 - $140,000
Financial Planning & Analysis Manager Role
We are seeking a skilled professional to lead our Performance Management Reporting team in delivering high-quality performance analysis and insights. The ideal candidate will be responsible for ensuring alignment with internal and external reporting requirements, while partnering with Finance and business teams to understand underlying performance trends and drive strategic decision-making.

The successful applicant will have experience in Financial Services or Corporate Finance, ideally within the insurance sector. They will need to possess strong analytical skills, a structured approach to solving complex problems, and effective communication abilities to influence and collaborate across teams.

This is an exciting opportunity to join a dynamic organization that values resilience and innovation. If you are a results-driven individual with a passion for data analysis, we encourage you to apply.

About the Role
Key responsibilities of this position include:
  • Delivering high-quality performance analysis and insights to support decision-making.
  • Ensuring alignment with internal and external reporting requirements.
  • Partnering with Finance and business teams to understand underlying performance trends.

About You
We are looking for someone who is experienced in Financial Services or Corporate Finance, ideally within the insurance sector. You'll need to be an analytical thinker with a structured approach to solving complex problems. Strong communication skills are essential, as well as the ability to influence and collaborate across teams.

Key qualifications for this role include:
  • Experience in Financial Services or Corporate Finance, ideally within the insurance sector.
  • Analytical thinker with a structured approach to solving complex problems.
  • Strong communicator with the ability to influence and collaborate across teams.

Your Key Responsibilities
  • Leading the delivery of Group management results.
  • Ensuring continuous improvement in analytics, reporting processes and data quality.
  • Championing coaching and mentoring of analysts.

About Us
We're an international insurer committed to building momentum towards realising our vision of becoming the most consistent and innovative risk partner. We value collaboration, resilience and innovation, and are proud to work together to enable our customers, environment, economies and communities.

  • Financial Planning Assistant

    5 days ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    **The opportunity**As a Financial Planning Assistant with Shadforth, 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 and confirming client meetings, preparing and reviewing...

  • Strategic Financial Planning Leader

    6 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $250,000

    About the RoleJob DescriptionWe are seeking an exceptional leader to drive strategic financial planning, performance reporting and forecasting across our organisation. The Head of Performance Reporting will lead a team of finance professionals in delivering high-quality financial insights, driving business growth and informing executive decision-making.The...

  • Strategic Financial Planning Lead

    1 week ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $200,000

    Strategic Financial Planning LeadWe're looking for a skilled leader to join our team in Brisbane, driving the development and delivery of strategic financial plans for our clients.About the RoleLead financial planning projects for management planning, mergers and acquisitions, financial reporting, tax compliance, restructuring and reorganisation, and...

  • Strategic Financial Planning Lead

    1 week ago

    Sydney, New South Wales, Australia beBeeFinance Full time $271,000 - $361,000

    Global Finance Leader OpportunityWe are seeking an exceptional senior finance professional to lead our global finance team, driving strategy and business insight across the organization as we continue our hypergrowth journey.The ideal candidate will have a deep understanding of financial planning, forecasting, budgeting, and financial modeling techniques, as...

  • Strategic Financial Planning Lead

    5 days ago

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

    Strategic Financial Planning LeadThis senior leadership role focuses on supporting the Head of Group Planning to oversee and manage planning, forecasting, and strategic initiatives across the business. You will work closely with divisional leaders to gather financial information in an accurate and timely manner, measuring financial performance, identifying...

  • Strategic Financial Planning Leader

    7 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $175,000 - $225,000

    Job DescriptionThe Role of a Financial Strategist:We are seeking a seasoned Financial Planning and Analysis leader to join our team. As a key member of our organization, you will be responsible for driving strategic investment decision-making capabilities, encompassing business case analysis, scenario planning, and return on investment (ROI) assessment.You...

  • Strategic Financial Planning Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $140,000

    Job Role OverviewThis pivotal role within the organisation focuses on creating and maintaining Anaplan models to facilitate strategic financial planning and analysis.As a business partner to the FP&A team, you will leverage your expertise in Anaplan and related tools to drive informed decision-making.Key Responsibilities:Design, develop and refine Anaplan...

  • Strategic Financial Planning Consultant

    7 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $125,000

    Job Title: Financial Planning ExpertOrdinarily, you would need to choose between financial planning and private wealth management. However, in this Strategic Paraplanner role at a reputable firm, you will have the unique opportunity to combine both expertise.Key Responsibilities:Provide comprehensive support to advisers to ensure the delivery of high-quality...

  • Strategic Financial Planning Manager

    7 days ago

    Sydney, New South Wales, Australia beBeeFinancialPlanning Full time $135,000 - $165,000

    Job TitleWe are seeking a highly skilled Financial Planning Manager to lead our team of analysts in providing financial insights and strategic recommendations. The ideal candidate will possess excellent analytical skills, commercial acumen, and leadership qualities.

  • Strategic Financial Planning Position

    2 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $84,368 - $108,215

    Job Title: Financial StrategistThe role of the Financial Strategist is to provide strategic financial support and guidance to the organization.Key Responsibilities:Develop and maintain accurate and timely financial reports and analysis for management review.Prepare comprehensive financial forecasts and models to inform business decisions.Support the...