Financial Planning and Analysis Specialist

4 weeks ago

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

SG Fleet is a leading financial services company that specializes 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.

Our Perks
  • We offer up to four extra days of leave each year, which we call Wellness days.
  • Our 20 weeks paid parental leave is industry-leading.
  • Save with vehicle salary packaging.
  • Enjoy monetary service milestone awards.
  • Get a recruitment referral bonus.
  • Discounted mobility products and services.
  • Flexible work arrangements.
  • Career progression opportunities, with over 25% of our vacancies filled internally.
  • Education support, including an individual learning budget per year, free access to LinkedIn Learning, and more.
  • Two paid volunteer days each year to give back to causes that matter to you.
  • Health and wellbeing support, including a subsidy and an innovative Employee Assistance Program.
About the Role

This position is responsible for financial planning, reporting, and analysis in month-end reporting, budgeting, and forecasting. You will support business decision-making by analyzing data, developing financial models, preparing reports, and collaborating with various departments to achieve strategic goals.

Key Responsibilities
  • Ensure the accurate and timely production of financial analysis for month-end and prepare month-end reports.
  • Prepare budgets and financial forecasts, and monitor performance against targets.
  • Build strong relationships with stakeholders, including department heads, to understand their needs and provide tailored financial insights.
  • Analyze financial trends and communicate findings and recommendations to management.
  • Prepare product, customer, and segment profitability analysis.
  • Collect, organize, and maintain sets of data to ensure accuracy and accessibility.
  • Special projects modeling and insightful reporting.
  • Train and share knowledge with other staff members when needed.
  • Ad hoc reporting and other tasks as required.
Requirements
  • Previous experience in a FP&A Analyst or similar role.
  • Previous experience in financial modeling.
  • Advanced Excel skills.
  • Excellent analytical, conceptual, and problem-solving skills through the use of critical thinking and attention to detail.
  • Excellent organization and time management skills with an ability to prioritize.
  • Proven customer service and communication skills (written and verbal).
  • Tertiary qualification in Finance, Accounting, Commerce, or equivalent.
  • CPA/CA Qualified or Equivalent qualification.
  • Knowledge of Fleet Leading/Management (desirable).
  • Build reports in Power BI (preferred).

We're looking for a talented individual to join our team at SG Fleet. If you're ready to take on your next challenge, we'd love to hear from you. We're a proud equal opportunity employer, and we're committed to diversity and inclusion. Resumes may be sent, and interviews may take place prior to the application close date. To give yourself the best chance of selection, please don't leave your application to the application close date. As a pre-requisite to employment, the successful applicant will be required to complete a pre-employment screening.

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