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Financial Planning Analyst

2 months ago

Sydney, New South Wales, Australia Ubank Full time
About the Role

Ubank is seeking a detail-oriented and proactive Financial Analyst to join our team. As a key member of our Finance department, you will be responsible for providing reliable analytics, actionable insights, and partnering with the business through strategizing and sharing recommendations.

Key Responsibilities
  • Develop and maintain financial planning models to ensure efficient and accurate forecasting.
  • Support the Financial Planning and Analysis (FP&A) function during financial plan development and reporting processes to meet agreed requirements.
  • Challenge business assumptions to strategize and drive financial forecasting, budgeting, and financial modeling.
  • Partner with cross-functional stakeholders to build reporting, Key Performance Indicators (KPIs), and dashboards, incorporating both financial and non-financial metrics.
  • Collaborate within Group Finance and with wider business units to provide relevant inputs for their reporting deliverables.
  • Conduct deep dives into operating expenses to understand cost drivers, major vendor spend, and identify opportunities for efficiency and savings.
Requirements
  • Strong communication skills
  • Exceptional stakeholder relationship management
  • Experience working with Power Query & large data sets
Preferred Qualifications
  • Experience with Microsoft suite, Slack, and Confluence (or other collaboration tools)
  • Chartered Accountant (CA) or Certified Public Accountant (CPA) qualifications
About Ubank
  • We offer a hybrid working model with 3 days in our central Sydney CBD office
  • We have a highly collaborative and positive culture
  • We provide strong internal development & growth opportunities
  • We offer other fantastic benefits to support our employees
Our Values
  • Delight the Customer - We put the customer's best interests at the forefront of everything we do
  • Agile and Brave - Constantly collaborating in new ways to create something genuinely innovative
  • Value Each Other - We respect everyone's contribution, embracing a common goal and championing individuality
  • Frank and Authentic - A high-performing team who say what we mean and mean what we say to create a strong team culture
  • Show Up - We bring our passion, positivity, and sense of fun every day to embrace the challenges of changing the banking game