Sydney Financial Planning Specialist

7 days ago

Sydney, New South Wales, Australia beBeeAccountant Full time $120,000 - $150,000

Opportunities for skilled professionals are presented by a leading FMCG organisation, seeking an expert in financial planning and analysis. This role is based in Western Sydney with onsite parking provided.

About the Position

We are looking for an individual to work closely with different business units within the Group, providing timely financial reporting, forecasting and modelling insights. You will have the opportunity to develop your skills and experience working with various stakeholders.

The Responsibilities

- Consolidation of Group Financials for the parent company;
- Preparation of weekly and monthly commentary, insights and presentations;
- Forecasting and Managing Budget Reporting;
- Management of group month end close with finance business partners;
- Undertaking scenario planning and trend analysis;
- Preparing weekly and monthly reporting of business KPIs.

The Successful Applicant Will Have

Ideal candidates will be CPA/CA qualified accounting professionals with prior experience working within the FMCG/Manufacturing space in a similar role. They will possess exceptional partnering skills with multiple stakeholders and exhibit excellent interpersonal and communication skills. Advanced MS Excel and dashboard experience is essential in this role, along with knowledge of a large ERP system.

Our Organisation

This leading food and beverage business boasts a strong portfolio of clients with a significant market presence. We value our employees and strive for year on year growth.

Your Next Career Move

  • Sydney Financial Planning Position

    7 days ago

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

    Financial Planning ProfessionalWe are seeking a highly skilled and motivated Financial Planning Professional to join our team in Sydney. As a key member of our financial services team, you will play a crucial role in delivering high-quality financial planning services to our clients.

  • Financial Planning Associate

    1 week ago

    Sydney, New South Wales, Australia Falcon Financial Advisers Pty Ltd Full time $90,000 - $120,000 per year

    Company Overview:Falcon Financial is a rapidly growing financial advice business, closely aligned with a highly reputable accounting group, servicing clients across the Northern Beaches of Sydney, Newcastle, and Southeast Queensland. Through a tried and tested business model, we truly believe the best path to success is by nurturing and developing people to...

  • Sydney Financial Planning Career

    2 weeks ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

    Financial Planning Professional OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Planning Professional in Sydney. As a key member of our financial services team, you will play a vital role in supporting our advisors in delivering high-quality financial planning services to clients.Key Responsibilities:Develop and...

  • Financial Planning And Analytics Specialist

    6 days ago

    Sydney, New South Wales, Australia Jacobs Douwe Egberts Full time

    Financial Planning and Analytics SpecialistFinance North Sydney Full-time AustraliaJob DescriptionWe are currently looking for a Financial Planning & Analytics (FP&A) Specialist to support our marketing and coffee solutions teams within JDE Australia.This is a 12-month contract role based in our North Sydney office with hybrid working.The FP&A Specialist...

  • Financial Planning and Analytics Specialist

    4 days ago

    Sydney, New South Wales, Australia JACOBS DOUWE EGBERTS Full time

    Financial Planning and Analytics SpecialistFinance North Sydney Full-time AustraliaJob DescriptionWe are currently looking for a Financial Planning & Analytics (FP&A) Specialist to support our marketing and coffee solutions teams within JDE Australia. This is a 12-month contract role based in our North Sydney office with hybrid working. The FP&A Specialist...

  • Financial Planner – Sw Sydney

    7 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

    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...

  • 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 Planning Professional

    6 days ago

    Sydney, New South Wales, Australia beBeeParaplanner Full time $90,000 - $115,000

    Job Description">We are seeking a highly skilled Paraplanner to join our team in Sydney. As a Paraplanner, you will play a key role in supporting our financial advisors in the delivery of financial planning services to clients. You will be responsible for preparing and implementing financial plans, conducting research, and providing technical support to our...

  • 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...