Financial Planning Expert

2 weeks ago


Sydney, New South Wales, Australia Travelex Full time

Key Responsibilities:

• Assist with the preparation of monthly and quarterly financial reports, including profit and loss statements, balance sheets, and audit reports.

• Collaborate with the GL and Reconciliation teams to ensure timely and accurate reporting, and compliance with Travelex's Group Financial Policies.

• Support the development of business forecasts, budgets, and long-term plans, and contribute to regular business reviews.

• Communicate with management and external stakeholders on a regular basis, providing updates on financial performance and key initiatives.

• Assist with the maintenance of intercompany transactions, fixed asset registers, and CAPEX reporting.



  • 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 Perpetual Full time

    About the RoleAt Perpetual, we seek a highly skilled Financial Planning Expert to join our Jacaranda Financial Planning Business. As a Senior Adviser, you will be part of a trusted team that empowers clients to achieve their financial goals with confidence.Key responsibilities include:Developing tailored superannuation, retirement, and wealth-building...


  • Sydney, New South Wales, Australia Hostplus Full time

    About the Role:We are seeking a highly skilled Financial Planning Expert to join our team at Hostplus.The successful candidate will be responsible for delivering comprehensive and high-quality personal financial advice, focusing on retirement planning, including Home Equity Access Scheme, and Aged Care options.Key Responsibilities:Deliver comprehensive and...


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

    We are seeking a highly skilled Finance Manager – Group Planning to join our team at Scentre Group, the owner and operator of 42 Westfield living centres in Australia and New Zealand.As a key member of our finance team, you will be responsible for delivering short- and long-term forecasting and identifying risk and opportunities for the Group.You will work...


  • Sydney, New South Wales, Australia Lendlease Full time

    We are seeking a highly skilled Financial Planning and Reporting Expert to join our Group Financial Planning and Analysis (FP&A) Team in Sydney.As a key member of the team, you will be responsible for delivering operational excellence in management reporting, supporting business performance, and driving strategic decision-making.The ideal candidate will have...


  • Sydney, New South Wales, Australia GrainCorp Full time

    About our teamWe're proud to be leading the way in sustainable agriculture, connecting rural communities with food, animal feed, and industrial customers worldwide. Our mission is to find innovative ways to bring people and products together.Join us as a Financial Planning and Analysis ExpertThis role sits within our Financial Planning & Analysis team,...


  • Sydney, New South Wales, Australia Hudson Australia Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Control Expert to join our team at Hudson Australia.About the RoleThis is an exciting opportunity for a Chartered Accountant with 3+ years of experience, preferably from a Big 4 accounting firm, to take on a challenging role that requires strong Excel and intermediate PowerPoint skills,...


  • Sydney, New South Wales, Australia Perpetual Full time

    Role OverviewAs a Senior Manager - Financial Planning & Analysis at Perpetual, you will be responsible for leading and managing a team to deliver value via forecasting and annual business plan for Asset Management Australia and effective decision support to the business and leaders.Key ResponsibilitiesHands on ownership of forecast and budgeting process...


  • Sydney, New South Wales, Australia Bluefin Resources Full time

    About the RoleBluefin Resources is seeking a highly skilled Senior Analyst in Financial Planning & Analytics to join their dynamic team at the NSW Government Cultural Department. This is an exciting opportunity to drive impactful financial decisions and contribute to the cultural sector's success.The ideal candidate will have proven expertise in accounting...


  • Sydney, New South Wales, Australia Recruitment Expert Full time

    We are seeking a highly motivated and experienced Intermediate to Senior Accountant to join our dynamic team at Recruitment Expert in Sydney.The ideal candidate will have a strong background in preparing financials of all types, including complex transactions between multiple entities.Key Responsibilities:Prepare and analyze financial statements, including...


  • Sydney, New South Wales, Australia Recruitment Expert Full time

    Accountant Position OverviewWe are seeking a skilled and experienced Accountant to join our dynamic team at Recruitment Expert.Key Responsibilities:Prepare and analyze complex financial statements, including balance sheets, income statements, and cash flow statements.Ensure accurate and timely bookkeeping and financial reporting.Reconcile bank accounts and...


  • Sydney, New South Wales, Australia Recruitment Expert Full time

    Our client, Recruitment Expert, is seeking a highly motivated and experienced Intermediate to Senior Accountant to join their dynamic team in Norwest. The ideal candidate will have a strong background in preparing financials of all types, including complex transactions between multiple entities.Key Responsibilities:Prepare and analyze financial statements,...


  • Sydney, New South Wales, Australia Randstad Full time

    About the RoleThis is a key position within the Finance team at our client, who provides funds management and wealth solutions for institutional investors.The successful candidate will report directly to the Head of Finance and be responsible for accurate reporting that will facilitate planning decisions for the organisation.Key ResponsibilitiesDevelop a...


  • Sydney, New South Wales, Australia Randstad Full time

    Finance Analyst Job OpportunityAttractive Remuneration Package: $450-$500 per day, plus superannuation benefits and a temp to perm opportunity.The RoleWe are seeking an experienced Finance Analyst to join our team at Randstad, a leading provider of funds management and wealth solutions for institutional investors. As a key member of our Finance team, you...


  • Sydney, New South Wales, Australia Macquarie Full time

    Supporting Macquarie Capital's business growth, our Financial Planning and Analysis team delivers insightful performance presentations. Key responsibilities include analysing data, reviewing information, and collaborating with stakeholders.We foster a culture of diversity and empowerment at Macquarie, enabling our people to shape possibilities across 34...


  • Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    Role OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will play a crucial role in providing expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.Key...


  • Sydney, New South Wales, Australia Charterhouse Full time

    About the RoleWe are seeking a highly skilled FP&A Analyst to join our finance team at Charterhouse.This is an exciting opportunity for a qualified professional to contribute to our company's growth and success by providing strategic financial planning and analysis support.Key ResponsibilitiesAssist in developing long-term strategic plans by analyzing market...


  • Sydney, New South Wales, Australia AIA Full time

    AIA Financial Services is seeking a skilled Financial Planner to join our team. As a trusted advisor, you will provide clients with tailored financial advice, ensuring performance objectives are met.About the Role:This is a customer-centric position providing holistic financial advice with a best-in-class digital customer experience for our clients. You will...


  • Sydney, New South Wales, Australia IIQAF Full time

    IIQAF is seeking a Senior Financial ExpertWe are looking for a highly skilled Senior Financial Expert to join our team. As a Senior Financial Expert, you will be responsible for analyzing large amounts of financial data and preparing various accounting and financial reports based on this data and your research backed opinions.ResponsibilitiesAnalyze...


  • Sydney, New South Wales, Australia Fantastic Furniture Australia Full time

    Job Description:Fantastic Furniture Australia is seeking a skilled Merchandise Planning Expert to join our dynamic team. As a leading Australian furniture retailer, we are committed to creating an engaging and supportive work environment that drives our success.Key Responsibilities:Strategic Planning: Collaborate with the Merch Planning Lead and Buyer to...