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Financial planner

Melbourne
beBeeFinance
Planner
Posted: 19 August
Offer description

Role Summary:

We are seeking a Finance Analyst to join our finance department, responsible for providing strategic financial analysis and advice.

* Energised by purpose, motivated to drive positive change, and committed to shaping the future of social impact finance.
* Pasionate about innovation, emerging tech, and using AI to create value out of ambiguity and complexity.
* 3–5 years of experience in financial planning and analysis or commercial finance. An Excel financial modelling and data analysis expert with a commercial mind, sound analytical skills, and the ability to tell the story behind the numbers.
* Enjoy solving problems and apply critical thinking and a consultative Design Thinking mindset.
* Constantly seek opportunities to learn and grow. Confident in experimenting while applying a Growth Mindset to learn and continuously improve.
* A status-quo challenger, keen to drive positive change and can find the right balance between impatience needed to drive outcomes and patience needed to take people on the journey.
* Collaborative, inclusive, consultative, confident communicator.
* Relevant tertiary qualifications desirable. CA/CPA or working towards would be beneficial.

Key Responsibilities:

* Provide strategic financial analysis and advice to support business decisions.
* Develop and maintain financial models and forecasts.
* Analyse complex financial data and identify trends and areas for improvement.
* Communicate financial information effectively to stakeholders.
* Collaborate with cross-functional teams to drive business outcomes.

Benefits:

We offer a range of benefits including salary packaging, annual leave loading, flexible hybrid-working, amazing office space, and more.

Diversity and Inclusion:

We welcome applications from people of all ages, abilities, and cultures, including Aboriginal and Torres Strait Islander peoples, people from culturally and linguistically diverse backgrounds, people living with disability, people from the LGBTQI+ community, parents, and carers.

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