Financial Planning and Investment Analyst
Join to apply for the Financial Planning and Investment Analyst role at Sharp & Carter
Financial Planning and Investment Analyst
2 weeks ago Be among the first 25 applicants
Join to apply for the Financial Planning and Investment Analyst role at Sharp & Carter
Get AI-powered advice on this job and more exclusive features.
About The Company
Backed by a long-standing reputation in essential services, this organisation is a key player in Victoria’s infrastructure landscape. With a focus on innovation, sustainability, and investment in the future, they’re driving meaningful change while keeping communities connected and supported.
About The Company
Backed by a long-standing reputation in essential services, this organisation is a key player in Victoria’s infrastructure landscape. With a focus on innovation, sustainability, and investment in the future, they’re driving meaningful change while keeping communities connected and supported.
About The Role
Reporting to the Head of FP&A, this role is ideal for a commercially astute and analytically minded finance professional. You’ll take ownership of capital investment governance, support key investment committees, and play a critical role in annual budgeting and long-term planning processes across the group.
It’s a highly visible role, offering a rare blend of technical depth and strategic influence.
Key Responsibilities
* Lead and refine the capital investment governance framework
* Act as secretary to the Investment Committees—driving quality, clarity, and follow-through
* Review and challenge business cases, investment models, and economic appraisals
* Manage a group-wide budget consolidation model and contribute to the annual and long-term planning cycle
* Collaborate with stakeholders across finance and operations to align planning and investment decisions
* Prepare presentations and documentation for leadership, shareholders, and the board
About You
You’re commercially curious, detail-oriented, and a natural collaborator. You enjoy navigating both structured finance processes and broader strategic initiatives. You bring confidence in your communication, precision in your analysis, and a proactive approach to continuous improvement.
Skills & Experience
* Degree in Finance, Commerce or Economics (CA/CPA advantageous but not essential)
* Advanced Excel skills and experience with financial modelling or exposure to BI tools
* Strong stakeholder presentation and engagement skills
* At least 2 years’ experience in a finance, analyst, project governance or investment-focused role
* Skilled at working with complex data sets and drawing out commercial insights
* Collaborative mindset with a high level of initiative
What’s on Offer
* Permanent opportunity in a future-focused, evolving organisation
* Hybrid work model – 2 days WFH
* Competitive salary + bonus
* High-impact role with executive visibility
* Supportive and inclusive team environment
* Play a key role in driving large-scale investment decisions and planning
How to Apply
This role is being exclusively managed by Jessica Egan – Sharp and Carter. For a confidential discussion or to apply, please submit your resume via the link.
If you’re interested in other opportunities being represented by S&C please view our website
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Staffing and Recruiting
Referrals increase your chances of interviewing at Sharp & Carter by 2x
Get notified about new Financial Planning Analyst jobs in Melbourne, Victoria, Australia .
Financial Planning & Analysis Business Partner
Cremorne, Victoria, Australia 1 month ago
Melbourne, Victoria, Australia A$110,000.00-A$120,000.00 1 week ago
Mount Waverley, Victoria, Australia A$85,000.00-A$95,000.00 3 weeks ago
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia 1 week ago
Senior FP&A Analyst (Bangkok based, relocation provided)
Melbourne, Victoria, Australia 5 days ago
Senior Business Analyst - Finance Operations
Melbourne, Victoria, Australia 2 weeks ago
Hawthorn, Victoria, Australia 3 weeks ago
Melbourne, Victoria, Australia 16 hours ago
Melbourne, Victoria, Australia 2 weeks ago
South Melbourne, Victoria, Australia A$135,000.00-A$150,000.00 1 week ago
Melbourne, Victoria, Australia 2 weeks ago
Melbourne, Victoria, Australia 1 week ago
Business Analyst- Energy System & Market Operations
Melbourne, Victoria, Australia 2 weeks ago
Melbourne, Victoria, Australia 13 hours ago
Melbourne, Victoria, Australia 1 week ago
Port Melbourne, Victoria, Australia 2 weeks ago
Melbourne, Victoria, Australia 1 week ago
Business Analyst - Regulatory & Compliance
Melbourne, Victoria, Australia 1 week ago
Financial Controller - Property Development
Melbourne, Victoria, Australia 2 weeks ago
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia A$100.00-A$135.00 2 weeks ago
Docklands, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia A$200,000.00-A$260,000.00 1 week ago
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia 5 hours ago
Melbourne, Victoria, Australia 2 weeks ago
Interim Financial Controller - Immediate Start
Melbourne, Victoria, Australia 17 hours ago
Melbourne, Victoria, Australia $105,000.00-$120,000.00 2 days ago
Melbourne, Victoria, Australia 4 weeks ago
Melbourne, Victoria, Australia 2 weeks ago
Dandenong, Victoria, Australia 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr