Financial Planning and Analysis Specialist
4 weeks ago
About Ubank
We are a digital bank that empowers the digital generation to be more successful with money. Our mission is to provide a daily money companion that brings together the ability for customers to see their money in one place, with smart features and real-time insights designed to help them get ahead.
Your Role
We are seeking a detail-oriented and proactive individual to join our team as a Financial Planning and Analysis Analyst. Your primary responsibility will be 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 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, 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
Why Ubank?
- Hybrid working model - with 3 days in our central Sydney CBD office located above Wynyard station.
- Highly collaborative and positive culture
- Strong internal development & growth opportunities
- Other fantastic benefits to support
Our Values
- Delight the Customer - We put the customer's best interests at the forefront of everything we do. We believe financial success will follow customer success.
- 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.
-
Financial Planning and Analysis Specialist
1 month ago
Sydney, New South Wales, Australia Appreciating Talent Full timeFinancial 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...
-
Financial Planning and Analysis Specialist
3 weeks ago
Sydney, New South Wales, Australia Perigon Group Full timeAbout 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...
-
Financial Planning and Analysis Specialist
2 weeks ago
Sydney, New South Wales, Australia Platinum Pacific Partners Full timeFinancial 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...
-
Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia SG Fleet Full timeAbout 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...
-
Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia ubank Full timeThis 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,...
-
Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia SG Fleet Full timeAbout 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 have a total portfolio under management of $2.5 Billion and over 1200 employees.Job DescriptionWe are seeking a highly skilled Financial Planning and Analysis Specialist...
-
Financial Planning and Analysis Specialist
3 weeks ago
Sydney, New South Wales, Australia Charterhouse Full timeAbout 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...
-
Financial Planning Specialist
1 month ago
Sydney, New South Wales, Australia Insignia Financial Full timeUnlock 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...
-
Financial Planning and Analysis Professional
2 weeks ago
Sydney, New South Wales, Australia Richard Lloyd Accounting Recruitment Full timeJob Title: Financial Planning and Analysis ProfessionalOur client, a leading specialist tertiary education organisation, is seeking a Financial Planning and Analysis Professional to support their Finance team in delivering key projects. As a Financial Planning and Analysis Professional, you will partner with Project teams to develop and improve financial...
-
Sydney, New South Wales, Australia AMP Full timeJob SummaryWe are seeking a highly skilled Strategic Financial Planning and Analysis Specialist to join our team at AMP.
-
Financial Planning and Analysis Specialist
3 weeks ago
Sydney, New South Wales, Australia Macquarie Full timeAbout the RoleAs a Financial Planning and Analysis Specialist with Macquarie Commodities and Global Markets, you will play a crucial role in presenting the performance of the business to key stakeholders. Your key responsibilities will include analyzing, reviewing, and discussing information with relevant stakeholders, as well as building and maintaining...
-
Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia Macquarie Full timeAbout the RoleWe are seeking a highly skilled Senior Analyst to join our Financial Planning and Analysis team at Macquarie Capital. As a key member of our team, you will be responsible for presenting on the performance of the business, analysing, reviewing, and discussing information with relevant stakeholders.About Macquarie CapitalMacquarie Capital is a...
-
Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia Ubank Full timeAbout UbankWe are a financial institution dedicated to empowering the digital generation to achieve financial success. Our mission is to provide innovative financial solutions that help our customers manage their money effectively.Job SummaryWe are seeking a detail-oriented and proactive Financial Planning and Analysis Specialist to join our team. As a key...
-
Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia Perigon Group Full timeAbout Perigon GroupWe are partnered with a respected Australian diversified group, recruiting for a Financial Analyst to join their FP&A division and be at the forefront of change for this business.Key ResponsibilitiesReporting into the Financial Planning Manager, this Financial Analyst role is an amazing opportunity for an up-and-coming candidate with...
-
Financial Planning and Analysis Specialist
1 month ago
Sydney, New South Wales, Australia Perigon Group Full timeAs a key member of the Perigon Group team, you will play a critical role in driving business growth and success through strategic financial planning and analysis.Your responsibilities will include developing and managing budgets, forecasting financial performance, and providing commercial insights to inform business decisions.You will work closely with...
-
Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia SG Fleet Full timeAbout the RoleThis position is responsible for providing financial planning, reporting, and analysis support to the business. The successful candidate will be responsible for ensuring the accuracy and timeliness of financial data, as well as providing insights and recommendations to inform business decisions.Key ResponsibilitiesEnsure the accurate and timely...
-
Financial Planning and Analysis Specialist
2 weeks ago
Sydney, New South Wales, Australia Charterhouse Full timeAbout the RoleAs a Strategic Financial Analyst at Charterhouse, you will be responsible for providing insights and analysis to support long-term strategic plans.You will assist in developing and maintaining financial models, business partnering with key internal and external stakeholders, and tracking key performance indicators and assessing financial...
-
Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia SG Fleet AU Full timeThis is a key role within the SG Fleet AU Financial Reporting & Analysis team, responsible for financial planning, budgeting, forecasting, and monthly reporting and analysis. The team supports business decision-making by analyzing data, developing financial models, preparing reports, and providing meaningful insights to achieve SG Fleet's strategic...
-
Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia Link Group Full timeJob SummaryThis role is responsible for providing strategic financial guidance and support to the Business Units at Link Group. The ideal candidate will have a strong background in finance and be able to analyze complex financial data to identify areas for improvement.Key ResponsibilitiesAssist in the preparation of monthly financial forecasts and...
-
Financial Planning and Analysis Specialist
1 month ago
Sydney, New South Wales, Australia Sg Fleet Australia Pty Ltd Full timeAbout Sg Fleet Australia Pty LtdWe are a leading financial services company specializing in fleet management, vehicle leasing, and salary packaging. With a presence across Australia, the UK, and NZ, we have a total portfolio under management of $2.5 Billion and over 1200 employees.Job DescriptionThis is an exciting opportunity to join our SG Fleet Financial...