Financial Planning Expert

22 hours ago

Melbourne, Victoria, Australia beBeePlanning Full time $90,000 - $123,000
About the Role

We are seeking a highly skilled Financial Planning Expert to join our team. In this role, you will be responsible for evaluating financial planning, forecasting, and reporting, with a focus on trend analysis and variances to business plans.

Your key responsibilities will include:

  • Evaluating financial data to identify trends and areas for improvement
  • Developing and maintaining financial models to support business decisions
  • Collaborating with stakeholders to achieve collective objectives focused on insight, forecasting, and delivering the yearly Plan
  • Managing the financial impacts of organisational changes
Required Skills and Qualifications

To be successful in this role, you will need:

  • Sound numerical, financial analysis, and modelling skills
  • Ability to manage multiple deadlines and work in a face-paced dynamic environment
  • Data and business intelligence, including advanced Excel skills
  • Ability to review complex data and analyse information from multiple sources
  • Strong attention to detail and problem-solving skills
  • Degree qualified, ideally CA or CPA qualification (or equivalent)
  • Substantial experience in Finance/Financial Services
Benefits

As a Financial Planning Expert at our company, you can expect:

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment
  • The opportunity to work with a talented team of professionals
What We Offer

We offer a diverse and inclusive workplace where everyone feels valued and appreciated for being their authentic selves. Our ERGs foster an inclusive environment where all colleagues' unique backgrounds and identities are understood, respected, and celebrated.

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