Financial Planning

Sydney location
- Permanent, full time or part time (4 days per week)

**How will I help?**

This Manager position supports the Finance Director and Senior Manager in delivering financial planning and analysis, performance reporting and meaningful insights on both revenue and direct expenses to the BT Strategy & Product business.

The successful applicant will be responsible for forecasting and reporting of revenue and expenses, monthly GL close, KPI analysis and business partnering for BT Panorama and Investments products. While there are no direct reports, it is expected that this role will be providing leadership and coaching to the more junior members of the team.

Some of your key responsibilities will include:

- Monthly review of P&L, and preparation and posting of journals to enable the month end close process.
- Support balance sheet integrity by attending monthly working groups and liaising with Finance Shared Services as required.
- Prepare regular and ad hoc analysis on BT Panorama and Investments revenue, direct expenses, and FTE for Finance Directors and GM1 providing insights to assist business partners to understand composition and drivers, and the ability to influence those drivers in order to optimise performance.
- Own the delivery of monthly management reporting to GM and GM1s providing insight on actual performance against targets and forecasts including volume/rate analysis and outlining risks and opportunities to full year Target; and maintain and develop reports and supporting models as necessary.
- Prepare financial information for input into the Annual Outcomes Assessment (AOA) for superannuation products and bi-annual Product & Services Lifecycle (PSL) Reviews as required.
- Work collaboratively with Finance colleagues to foster a culture of learning with a relentless focus on continuous improvement.
- Support design of future state finance processes through identifying simplification and automation opportunities and building solutions.

**What’s in it for me?**

You will play an important and significant part in the future of a business that has been around for 200 years. Our vision is to become one of the world’s great service companies. So, we will back you in the development of your career, with internal career prospects and flexible working. You will also be backed by a fantastic team of people in a can-do, supportive structure.

Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.

**What do I need?**
- Tertiary qualifications in accounting, finance or equivalent, Professional qualifications desirable CA, CPA
- 4+ years’ experience in an accounting environment including experience in business partnering or financial planning & analysis within the Wealth Management space
- Working knowledge of TM1 and Oracle GL
- Previous experience in management reporting and financial modelling
- Strong financial modelling skills
- Understanding of performance drivers within the wealth management industry
- Working knowledge of wealth management industry (preferably in Superannuation or Platforms)/ products / channels.

**What is it like to work there?**

As well as a great culture, joining the Westpac family means you’ll get some of the best banking, wealth, and insurance benefits in the market. We back our employees by coaching and facilitating training and providing career planning tools for you to grow with us. As an equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility - and champions inclusion.

**How do I Apply?**

Start here. Just click on the **APPLY **button.

The health and wellbeing of our employees is our priority and we will ensure that physical distancing requirements are met in all our workplaces if required.