Financial Planning
3 days ago
Opportunity to join major international asset manager during a period of growth
- Key 'business partnering' role with exposure to senior stakeholders
- Mature working environment, hybrid working arrangement, excellent career develop
- Opportunity to join major international asset manager during a period of growth
- Key ‘business partnering’ role with exposure to senior stakeholders
- Mature working environment, hybrid working arrangement, excellent career development
**Company Overview**
A major, diversified financial services organisation who have supported investors achieve financial goals for over 20 years. With over AUD $9 trillion AUM, this is a leading investment management company.
**Role Overview**
This newly created role will work with business leaders across technology on an ongoing basis. This role sits in a team who are responsible for developing and supporting the delivery of the technology strategy across the group.
- Budget & forecasting:
- Maintains the annual technology financial planning process & monitors monthly technology spend rates
- Supports the CIO, technology leadership team and delivery and operational teams
- Financial modelling:
- Perform scenario analysis to assist senior management in key decision-making functions
- Assess financial models to determine appropriate levels of investment in technology
- Reporting & analysis:
- Supports the overall technology governance oversight and reporting processes; monitor the health of technology
- Preparation and distribution of technology financial and workforce reporting to business partners and technology leadership and all technology stakeholders.
- Business partner to Global Finance, Strategy and Governance teams to ensure technology spends and expenses are on target and within defined tolerances
- Ensures accurate alignment in business and technology reporting.
**Skills & Experience**
- Minimum 5 years related work experience from an FP&A, business partnering or management accounting
- CPA, CA, ACCA, CIMA or other relevant professional qualification
- Strong analytical, data gathering and problem-solving skills. Power BI data analysis skills will be highly regarded.
- Excellent written and verbal communication skills, including strong presentation skills to senior leaders, business partners and stakeholders.
**What's on Offer**
Great opportunity to be part of a large global asset manager, whilst still working within a small sized team. Flexible work arrangements also on offer.
Click on the ‘APPLY’ button or Melanie on +61 408 680 919
- Profusion respect people, value diversity and are committed to equality._
-
Financial Planning Assistant Administrator
3 days 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...
-
Financial Adviser
2 weeks ago
Melbourne, Victoria, Australia Paterson Retirement Planning Full time $90,000 - $120,000 per yearPaterson Retirement Planningis a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most.While we provide retirement advice to all Australians, we have a deep understanding of...
-
Practice Support
5 days ago
Melbourne, Victoria, Australia Capstone Financial Planning Full time $60,000 - $80,000 per yearWho we are.Established in 2002, Capstone Financial Planning is one of Australia's largest and most technologically dynamic financial services licensees.We are highly respected with an outstanding professional reputation as a full-service licensee.Capstone is focused on providing our financial advisers with all elements of support required for their...
-
Financial Planning
6 days ago
Melbourne, Victoria, Australia Hertz Full time $120,000 - $180,000 per yearFull Time PositionMelbourne, VICHertz is more than a rental car business. It is a global company proud to dedicate itself to meeting customer needs by offering a wide variety of vehicles and services. Boasting a rich history of significant first steps, ambitious ideas and innovation, Hertz has evolved into the reputable global brand it is today. Our global...
-
Financial Planning
6 days ago
Melbourne, Victoria, Australia Quinn Allan Full time $80,000 - $120,000 per yearAbout the Company Symal is a diversified Australian infrastructure and services group delivering end-to-end solutions across civil construction, materials, and environmental management. Founded in Victoria and now operating nationally, the Group has evolved from a traditional contractor into a vertically integrated enterprise encompassing infrastructure...
-
Financial Adviser
3 days ago
Melbourne, Victoria, Australia Tomorrow Financial Solutions Full time $120,000 - $180,000 per yearAbout Tomorrow Financial SolutionsTomorrow Financial Solutions (TFS) is a privately owned financial services firm built on trust, integrity, and results. With a proven track record across mortgage broking and wealth creation, TFS has helped hundreds of clients achieve financial security and long-term success.TFS is strategically backed by LOLC, one of Asia's...
-
Senior Financial Adviser
2 weeks ago
Melbourne, Victoria, Australia Paterson Retirement Planning Full time $104,000 - $130,878 per yearPaterson Retirement Planningis a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most.While we provide retirement advice to all Australians, we have a deep understanding of...
-
Financial Planning
2 weeks ago
Melbourne, Victoria, Australia The Andersen Partnership Full time $80,000 - $120,000 per yearFinancial Planning Expressions of InterestAre you ready to progress you career inWealth Management?We are actively recruiting driven professionals acrossall experience levels -from entry to executive. Whether you're a seasoned expert or looking to make your mark in financial services, we have diverse, challenging roles that align with your aspirations....
-
Financial Planning Associate
3 days ago
Melbourne, Victoria, Australia Everest Private Wealth Full time $60,000 - $90,000 per yearAre you a detail-oriented and a motivated individual with a passion for helping people with their money?We at Everest Wealth are seeking a Financial Planning Associate to join our team and provide crucial support to our financial planners. This is an exciting opportunity to contribute to the success of our clients and make a significant impact in their...
-
Financial Planning Assistant
1 week ago
Melbourne, Australia State Trustees Limited Full timeLocation: Melbourne | Western Metropolitan Job type: Full time / 12 months Organisation: State Trustees Limited **Salary**: $70,710 - $84,869 Occupation: Finance Reference: VG/PRS/1832535ES Build your Financial Planning within a supportive, fun and experienced team! Formulate financial plans for clients with low to medium complexity portfolios. - **...