
Financial Planning and Investment Analyst
4 days ago
**Financial Planning and Investment Analyst**:
- Melbourne, VIC, AU, 3000
**About us**:
At CitiPower, Powercor and United Energy, we’re proud to deliver electricity to 2 million Victorian customers every day through our network of poles and wires. But more than that, we’re here to power communities, support local businesses and keep critical services running smoothly, we’re essential to them all - and none of this happens without our people.
We believe in an inclusive, welcoming workplace where everyone feels safe, valued and respected. From offering great benefits to creating real opportunities for growth, we’re committed to supporting you, your career and wellbeing. It’s why our people stick around, whether you live in the city or across regional and rural Victoria, we’re doing the work where it matters most - right in your own community.
As Victorians electrify everything from homes to transport, we’re focused on ensuring our networks are ready to meet that demand.
If you want to be part of something essential, be essential with us.
**About the role**:
The Financial Planning and Investment Analyst is responsible for implementing and overseeing the investment governance framework, evaluating large capital investment programs and customer connection projects, and driving efficiency while mitigating risk through continuous process and system improvements.
Additionally, the incumbent will support the annual budgeting process, particularly in consolidating budgets and plans at the group level.
Success in this role requires strong analytical and communication skills, as well as confidence in stakeholder management. The role involves close collaboration with the FP&A team and Project Managers to ensure effective financial planning and investment decision-making.
This is a Melbourne CBD based role, with hybrid options (up to 1 day work from home per week).
**What you’ll deliver**:
- Own and continually improve the capital investment governance framework for VPN and UE.
- Develop and control templates and standards for key deliverables e.g. business cases and economic assessments.
- Act as the Investment Committee secretary, partner with the business to drive high quality business cases and ensure clear messaging of investment proposals.
- Test and review investment models to validate business decisions, identify their value, challenge assumptions and economic appraisals including risk assessment, benefits, cash flows, cost build up and timing.
- Collaborate with planning analysts from other entities within the group to ensure timely, accurate, and consistent budget consolidation.
- Manage a group-wide budget consolidation model for both the annual budget and long-term planning.
**To succeed in the role, you’ll have**:
- Bachelor’s degree in finance, economics, commerce (or equivalent)
- 2+ years of experience in a finance/governance/project management role involving financial analysis.
- Advanced skills in Excel to navigate complex financial models, and in PowerPoint to present to stakeholders.
- Strong communication and stakeholder management skills.
- Previous experience working in the Utilities industry (advantageous)
**Your career with us**:
We have a diversity of teams across our business, all contributing to great customer and community outcomes. Our people are our most important asset, and we continually invest in nurturing their capability. We proudly strive to provide a safe, inclusive and sustainable environment where all our people feel respected, valued and supported to bring their whole selves to work and be the best they can be.
With an embedded Inclusion & Diversity Strategy and initiatives like our Women in Power networking group, and Sparkle, our LGBTIQ+ allies pride network, we’re committed to equal opportunities for all employees. We are proud to be recognised as a WORK180 Endorsed Employer for all women. Click here for more information on how we create and support a diverse and equitable workplace.
Understand how our benefits can support you. We offer a health and wellbeing subsidy (up to $600 per year), paid parental leave of up to 15 weeks for the primary carer, and more.
**What’s next?**
- If you require adjustments as part of the recruitment process to accommodate your needs, please don’t hesitate to discuss these with us._
Beon, CitiPower Powercor and United Energy recognise Australia’s Aboriginal and Torres Strait Islander Peoples as the First Peoples and Traditional Custodians of the lands on which we work. We pay our respects to Elders past and present and acknowledge their ancient and continuing connection to Country.
We work hard to ensure our organisation is inclusive and diverse. This means everyone can feel valued, trusted, authentic and safe at work.
**Job Segment**:Sustainability, Project Manager, Work from Home, Financial Analyst, Investment, Energy, Contract, Technology, Finance
-
Financial Planning Assistant Administrator
2 weeks ago
Melbourne, Victoria, Australia Jensen Financial Planning Full time $40,000 - $60,000 per yearJoin Our Dynamic Team as a Financial Planning Administrator Assistant in Melbourne CBDAre you a proactive and ambitious individual with a passion for finance, seeking a fantastic opportunity to kickstart your career in a supportive and progressive environment? Jensen Financial Planning (JFP), a leading boutique financial services business, invites you to...
-
Melbourne, Australia British Columbia Investment Management Corporation Full timeWith $295.0 billion of gross assets under management, as of March 31, 2025, British Columbia Investment Management Corporation (BCI) is the provider of investment management services for British Columbia’s public sector and one of the largest asset managers in Canada. BCI seeks investment opportunities around the world and across a range of asset classes...
-
Junior Investment Analyst
1 week ago
Melbourne, Australia BMYG Financial Group Full timeAs an Investment Analyst, you will play a vital role in supporting senior investment professionals in conducting financial research, analysing market trends, and evaluating investment opportunities. This entry-level position offers an excellent opportunity to gain hands on experience in investment analysis, financial mode ling, and portfolio management...
-
Financial Planning Assistant
4 weeks ago
Melbourne, Victoria, Australia Insignia Financial Full time6 days ago Be among the first 25 applicantsBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, Permanent Full Time OpportunityBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, Permanent Full Time...
-
Investment Analyst
4 days ago
Melbourne, Victoria, Australia Numbers Executive Full time $80,000 - $120,000 per yearOur client The opportunity The Investment Analyst/Senior Analyst will join a highly experienced team, responsible for identifying, evaluating and executing development, investment and strategic acquisition opportunities. Day-to-day, the Analyst will undertake the following activities: Develop and maintain financial models for renewable energy projects,...
-
Investment Analyst
2 weeks ago
Melbourne, Australia FE fundinfo Full time**Step into a role where your analytical expertise will directly shape investment decisions across a dynamic and fast-growing international business.** At Zenith Investment Partners, we’re offering an exciting opportunity for an Investment Analyst to join a high-performing team that thrives on collaboration, innovation, and delivering trusted insights....
-
Associate Investment Analyst
2 weeks ago
Melbourne, Australia Lonsec Full timeWe are currently seeking an **Associate Investment Analyst **to join our Manager Research team in Melbourne or Sydney on a permanent, Full-Time basis. The role of the Associate Investment Analyst is to provide a high-level of managed fund product research to financial advisers and other subscribers. The Associate Investment Analyst will work across a range...
-
Senior Investment Analyst
2 weeks ago
Melbourne, Victoria, Australia Enola Capital Full time $120,000 - $180,000 per yearAbout UsAt Enola Capital, we are dedicated to delivering superior investment performance through innovative strategies and data-driven decision-making. As a leader in the investment management industry, we manage diverse portfolios across all asset classes, ensuring consistent growth and superior returns. To support our growth and ensure the highest level of...
-
Investment Analyst
4 weeks ago
Melbourne, Victoria, Australia Buscojobs Full timeDirect message the job poster from weave.Recruitment A unique opportunity to join a high-performing renewable energy investment platform focused on accelerating the energy transition.We're looking for a commercially minded and analytically strong Investment Associate with 3–5 years of experience to join a collaborative and growing team investing across a...
-
Investment Analyst
8 hours ago
Melbourne City Centre, Australia HAYS Full timeExperienced financial analyst required to join a reputable government organisation, attractive day rate! **Your new company** This state government organisation is seeking an experienced Investment Analyst to join their Service Transformation team. **Your new role** As an Investment Analyst reporting into the Head of Strategy your responsibilities will...