Financial Planning Specialist

6 days ago


Sydney, New South Wales, Australia William Grant & Sons Full time
About the Role

As a Financial Planning Specialist at William Grant & Sons, you will play a critical role in supporting the day-to-day operations of the business. Your primary responsibility will be to provide financial support and insights to our Sales and Marketing team, enabling them to drive optimal commercial outcomes.

Main Responsibilities:

  1. Partner with the Sales and Marketing team to prepare budgets, track actual spend, and review forecasts to ensure accurate planning and decision-making.
  2. Take ownership of measuring and evaluating marketing spend, providing detailed analyses on its effectiveness and identifying areas for improvement.
  3. Support the Commercial Finance Manager in preparing budget and latest estimate forecasting cycles, ensuring the delivery of robust financial plans to Asia-Pacific and Group.
  4. Develop and maintain strong operational and commercial controls, documenting procedures and reviewing self-assessment results to deliver clean Internal and External audit reports.
  5. Involvement in key strategic business projects and initiatives, providing finance support and ad hoc analysis as required to drive value and efficiency across the business.
Your Background

To succeed in this role, you will need to have:

  • A degree equivalent to A level or above;
  • A qualified accountant (ACA/ACCA/CIMA) certification;
  • Strong financial control background and experience working in a fast-paced commercial environment;
  • Excellent Excel skills and ability to manage multiple tasks and prioritize effectively.
What We Offer

We offer a competitive salary, benefits package, and opportunities for growth and development. Our benefits include:

  • A generous holiday entitlement;


  • Sydney, New South Wales, Australia Insignia Financial Full time

    Unlock Your Potential as a Financial Planning SpecialistAre you passionate about helping people achieve their financial goals? Do you have a knack for providing exceptional customer service and technical support? We're seeking a skilled Financial Planning Specialist to join our team at Insignia Financial.About the RoleAs a Financial Planning Specialist, you...


  • Sydney, New South Wales, Australia Assurant Full time

    Job OverviewWe are seeking a skilled Financial Planning Specialist to join our team at Assurant. This is an exciting opportunity for a qualified professional to drive financial planning, analysis, and reporting across various business units.


  • Sydney, New South Wales, Australia IMC Financial Markets Full time

    At IMC Financial Markets, we are always looking for talented professionals to join our team as Financial Markets Specialists. Our dynamic and fast-paced environment offers the perfect opportunity for those who are passionate about financial markets and want to make a real impact.We offer a competitive salary of $120,000 - $180,000 per year, depending on...


  • Sydney, New South Wales, Australia RSM AUSTRALIA Full time

    RSM Australia is seeking a highly skilled Financial Planning Specialist to join our Sydney Financial Services team.As a key member of our team, you will be responsible for developing high-quality advice and technical solutions for clients, working closely with our financial advisers to deliver exceptional results.The ideal candidate will have a minimum of 2...


  • Sydney, New South Wales, Australia Ambition Full time

    Ambition is seeking a highly skilled Financial Planning Specialist to join their Finance team.This role will involve supporting the development of a 5-year long-term plan, creating a weekly dashboard to monitor operational performance, and assisting with financial and operational modeling and analysis.The ideal candidate will have a strong background in...


  • Sydney, New South Wales, Australia Glencore Full time

    OverviewGlencore Coal is a leading organization in the coal industry, committed to delivering high-quality services and products. Our company culture emphasizes collaboration, innovation, and customer satisfaction.SalaryThe estimated salary for this role is $120,000 - $180,000 per annum, depending on experience and qualifications. This competitive salary...


  • Sydney, New South Wales, Australia Aequalis Consulting (Finance & Accounting) Full time

    Aequalis Consulting (Finance & Accounting) is seeking a Financial Planning Specialist to join a renowned FTSE100 UK-listed company. This is a fantastic opportunity to work within a global finance team, providing key financial insights and driving business performance. The ideal candidate will have 5+ years of experience as a Management Accountant, preferably...


  • Sydney, New South Wales, Australia Appreciating Talent Full time

    Financial Planning and Analysis SpecialistJoin a high-growth services business as a Financial Planning and Analysis Specialist, reporting to the Finance Manager. This role involves preparing weekly/monthly reports, journal entries, and balance sheet reconciliations. You will partner with the business to provide financial reporting and decision support, and...


  • Sydney, New South Wales, Australia Sustain Recruit Full time

    SustainRecruit is delighted to partner with a thriving investment firm in their search for a skilled Financial Planning Specialist. This opportunity will provide a chance to work across various aspects of the finance function, broadening your experience and skillset. As the business continues to expand, you'll have opportunities to upskill and develop...


  • Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    Financial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Platinum Pacific Partners. As a key member of our investment team, you will be responsible for providing financial analysis and planning support to our investment professionals.Key Responsibilities:Develop and maintain...


  • Sydney, New South Wales, Australia ubank Full time

    This is a Financial Planning and Analysis Specialist role with one of the leading companies in Australia right now, UBank, with an amazing team. They are continuing to grow rapidly. This is the chance to be part of a dynamic team as the company takes off.More About the Role at UBank**Your Key Responsibilities**As a Financial Planning and Analysis Specialist,...


  • Sydney, New South Wales, Australia AMP Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at AMP. As a key member of our Technology & Operations Group, you will be responsible for delivering business partnering and insights for costs.About the RoleEnsure cost management oversight and alignment of information and reporting within IT & Operations.Build the...


  • Sydney, New South Wales, Australia Perigon Group Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Perigon Group. As a key member of our FP&A division, you will be responsible for providing financial analysis and planning support to department heads.Key ResponsibilitiesBudgeting and forecastingFinancial modeling and commercial analysisProviding...


  • Sydney, New South Wales, Australia Assurant Full time

    About the RoleAssurant is seeking a highly skilled Financial Planning and Reporting Specialist to join our team. As a key member of our Finance team, you will be responsible for supporting key stakeholders on financial planning, understanding business performance, and decision-making.Key ResponsibilitiesDrive material enhancement in the efficiency and...


  • Sydney, New South Wales, Australia AMP Full time

    Job SummaryAMP is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Technology & Operations Group, you will be responsible for delivering business partnering and insights for costs.About the RoleEnsure cost management oversight and alignment of information and reporting within IT & Operations.Build the economic...


  • Sydney, New South Wales, Australia Scentre Group Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Scentre Group. As a key member of our finance team, you will play a critical role in providing financial analysis and insights to support business decisions.Key ResponsibilitiesPrepare and deliver accurate financial reporting, including actuals, forecasts,...


  • Sydney, New South Wales, Australia SG Fleet Full time

    About SG FleetSG Fleet is a leading financial services company specializing in fleet management, vehicle leasing, and salary packaging. With a presence across Australia, the UK, and NZ, we offer a unique opportunity to join a dynamic team and contribute to our success.Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to...


  • Sydney, New South Wales, Australia RSM AUSTRALIA Full time

    RSM Australia is a leading professional services firm that connects clients to an extensive network of global resources and invests in their future.The Sydney RSM Financial Services team is seeking a highly motivated and experienced Senior Financial Planning Specialist to work closely with our financial advisers in developing personalized Statements of...


  • Sydney, New South Wales, Australia Charterhouse Full time

    About CharterhouseA renowned Australian Institution, celebrated for its influential work and innovation in its sector, are seeking a Financial Planning and Analysis Specialist to join their dynamic team. Known for their commitment to transformative change and operational excellence, this prestigious organisation sees Finance as a value add and not a service...


  • Sydney, New South Wales, Australia Worrells Full time

    Job OverviewWe are seeking a dedicated Financial Planning Specialist to assist with file management, accounting and investigation tasks across a diverse portfolio of matters.About the RoleThis is an exciting opportunity to join our NSW/ACT team and start your career in insolvency and restructuring. The successful candidate will be responsible for using...