Financial Planning

1 week ago

Melbourne, Victoria, Australia Hammertech Global Full time

As construction's most trusted safety platform, HammerTech has a team focus where we build safer, smarter, better - together. Our workforce is committed to individual and team empowerment so that our innovative approach is sustained, the growth in our capability is continuous and we excel in enhancing safety within the construction industry.
Established in 2013, with the vision of becoming the international benchmark in online safety and quality management, HammerTech is now the leading choice for large construction companies, managing safety and quality for over 500,000 people on construction sites across Australia, New Zealand, North America and Europe.

As our FP&A Specialist, you will be integral to reporting, budgeting, and providing strategic financial insights. Beyond meeting deadlines, this role also focuses on problem-solving and contributing to key financial and strategic projects. You will work directly with senior leadership and executives to help drive the company's growth and success.

**Qualifications, Knowledge & Experience**
- Tertiary qualifications in Commerce, Accounting, Finance, or a related field with CA/CPA, MBA, or a related professional designation desirable
- 3 - 5 years of experience in a FP&A / Management Accountant role within a recurring revenue or SaaS model business
- Strong experience in financial analysis and assessing implications for non-financial users
- Extensive experience in developing financial models to support decision-making
- Proven expertise in practical and strategic financial analysis, including scenario planning
- Exceptional communication skills, both written and verbal, with the ability to engage a wide range of stakeholders
- Experience in a financial accounting system like QuickBooks or Xero

**Responsibilities**
- Create and manage financial models to aid in budgeting and forecasting efforts
- Regularly update models with actual performance data and adjust forecasts accordingly
- Collaborate with business and teams to gather financial and operational data for analysis
- Manually run SaaS metrics and analyse financial results to identify trends and variances
- Prepare monthly, quarterly, and annual financial reports for internal stakeholders
- Support the annual budget process by collecting data, building templates, and consolidating departmental budgets
- Analyse budget variances and provide insights to executive management
- Conduct variance analysis to compare actual results with budget and forecast, providing explanations and suggesting corrective actions when needed
- Other duties, as required

  • Financial Planning Assistant Administrator

    2 days ago

    Melbourne, Victoria, Australia Jensen Financial Planning Full time $40,000 - $60,000 per year

    Join 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 Planning Assistant

    2 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    6 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...

  • Financial Planning Assistant

    1 week ago

    Melbourne, Victoria, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant**Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people- Excellent opportunity to add value in this influential role- Based in Ballarat, Permanent Full Time Opportunity- Shadforth Financial Group is one of Australia's leading financial advisory firms that...

  • Financial Planner

    2 weeks ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection.With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...

  • Financial Planner

    1 week ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...

  • Financial Planner

    3 weeks ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...

  • Financial Planner

    3 weeks ago

    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...

  • Financial Planning

    1 week ago

    Melbourne, Victoria, Australia Visy Full time

    **Job no**: 50009222**Work type**: Full Time**Location**: Melbourne - EastIf you are a results-driven and detail-oriented professional with a passion for accounting and data analysis, we want to hear from youto drive efficiency and innovation with our dynamic team- Drive business success through data-driven insights and collaboration- Diverse outcome-driven...

  • Financial Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Paterson Retirement Planning Full time $80,000 - $120,000 per year

    Paterson 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

    6 days ago

    Melbourne, Victoria, Australia Hertz Full time $104,000 - $130,878 per year

    Full 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...