The Position

The role provides planning and financial support to the Manager of Financial Planning & Analysis and works closely with other analysts in the team. The role will help deliver the annual business plan, own reporting deliverables, improve existing processes, and provide support to partnering finance teams.

The role

The Financial Planning and Analysis (FP&A) Analyst works within the Corporate Finance team to complete the following:

• Analyse financial data, including budgets, revenue, expenses, and cash flow, and provide insights to support the team’s reporting obligations and internal decision-making.
• Prepare and review reports, presentations, and other materials to communicate financial analysis results to senior management and other stakeholders.
• Monitor key performance indicators and metrics and make recommendations for improvement.
• Provide partnering services with various teams across the business by working closely to develop and implement financial strategies that support the company’s goals.
• Support the Manager of FP&A in the consolidation of all forecasts and the annual business plan across the entire profit and loss.
• Liaising with other internal finance teams to develop understanding of accounting treatment of transactions to identify and improve forecasting and planning.
• Work closely with internal finance systems teams to drive improvement to current practices and enhance well established processes.
• Identify potential financial risks and opportunities and provide recommendations to mitigate risks and capitalise on opportunities.
• Providing input into business packs and materials to prepare and inform business cases.
• Utilise available data and manipulation software to supplement and enhance existing reporting, analyses, and processes. This will be reactively driven by business requests and proactively driven by your own focus on continuous improvement.
• Create and update relevant financial models to provide commercial insights to ensure the existing business and processes are optimised and new product, partner, and distribution opportunities are effectively considered.
• Support the Financial Performance team’s transition from Excel-based reporting to Google Sheets — assessing existing reports, designing and building replacements, and managing the end-to-end migration.
• Enhance monthly financial processes — ongoing improvement of the team’s recurring monthly processes including CAPEX tracking, FTE reporting, and management reporting, reducing manual effort and improving data integrity and consistency.

What experience you’ll bring

Essential 

• Analytical, Commercial & Financial Ability
• 3+ years’ experience in an analytical role in a comparable organization environment
• Analytical skills; Excellent numeric and financial literacy, demonstrable higher-level ability in reporting, a high level of problem solving, high attention to detail and capabilities in data analysis and statistical methods for analysis and reporting on key trends and outcomes.
• Ability to work independently and collaboratively in a team environment.
• Excellent time management and organisational skills.
• Advanced excel skills and ability to use complex formulas and visualisation to present data in a clear and concise manner.
• Strong attention to detail.
• Good experience and capabilities with data manipulation tools (ideally AppScript, TM1, Big Query, SQL, Power BI, etc) is highly desirable, although the ability and desire to learn is the prerequisite.
• Excellent communication and presentation skills.

Relationship Building & Communications

• Ability to build effective relationships.
• Strong presentation skills, the ability to engage at senior levels within the organisation and influence internal and external relationships to gain commitment.
• A high level of self-awareness and personal effectiveness with impeccable work ethic.
• Strong team player in support of an inclusive team culture .
• Capability to closely align with and support internal and external customers whilst maintaining complete integrity and adequate independence.

Desirable

• Specific experience in the Banking, Finance & Insurance and /or Technology industry
• Understanding and knowledge of the current and emerging