Financial Planning and Investment AnalystJoin to apply for the Financial Planning and Investment Analyst role at Sharp & CarterFinancial Planning and Investment Analyst2 weeks ago Be among the first 25 applicantsJoin to apply for the Financial Planning and Investment Analyst role at Sharp & CarterGet AI-powered advice on this job and more exclusive features.About The CompanyBacked 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 CompanyBacked 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 RoleReporting 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 ResponsibilitiesLead and refine the capital investment governance frameworkAct as secretary to the Investment Committees—driving quality, clarity, and follow-throughReview and challenge business cases, investment models, and economic appraisalsManage a group-wide budget consolidation model and contribute to the annual and long-term planning cycleCollaborate with stakeholders across finance and operations to align planning and investment decisionsPrepare presentations and documentation for leadership, shareholders, and the boardAbout YouYou’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 & ExperienceDegree in Finance, Commerce or Economics (CA/CPA advantageous but not essential)Advanced Excel skills and experience with financial modelling or exposure to BI toolsStrong stakeholder presentation and engagement skillsAt least 2 years’ experience in a finance, analyst, project governance or investment-focused roleSkilled at working with complex data sets and drawing out commercial insightsCollaborative mindset with a high level of initiativeWhat’s on OfferPermanent opportunity in a future-focused, evolving organisationHybrid work model – 2 days WFHCompetitive salary + bonusHigh-impact role with executive visibilitySupportive and inclusive team environmentPlay a key role in driving large-scale investment decisions and planningHow to ApplyThis 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 www.sharpandcarter.com.auSeniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesStaffing and RecruitingReferrals increase your chances of interviewing at Sharp & Carter by 2xGet notified about new Financial Planning Analyst jobs in Melbourne, Victoria, Australia.Financial Planning & Analysis Business PartnerCremorne, Victoria, Australia 1 month agoMelbourne, Victoria, Australia A$110,000.00-A$120,000.00 1 week agoMount Waverley, Victoria, Australia A$85,000.00-A$95,000.00 3 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoSenior FP&A Analyst (Bangkok based, relocation provided)Melbourne, Victoria, Australia 5 days agoSenior Business Analyst - Finance OperationsMelbourne, Victoria, Australia 2 weeks agoHawthorn, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 16 hours agoMelbourne, Victoria, Australia 2 weeks agoSouth Melbourne, Victoria, Australia A$135,000.00-A$150,000.00 1 week agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoBusiness Analyst- Energy System & Market OperationsMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 13 hours agoMelbourne, Victoria, Australia 1 week agoPort Melbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoBusiness Analyst - Regulatory & ComplianceMelbourne, Victoria, Australia 1 week agoFinancial Controller - Property DevelopmentMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia A$100.00-A$135.00 2 weeks agoDocklands, Victoria, Australia 1 week agoMelbourne, Victoria, Australia A$200,000.00-A$260,000.00 1 week agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 5 hours agoMelbourne, Victoria, Australia 2 weeks agoInterim Financial Controller - Immediate StartMelbourne, Victoria, Australia 17 hours agoMelbourne, Victoria, Australia $105,000.00-$120,000.00 2 days agoMelbourne, Victoria, Australia 4 weeks agoMelbourne, Victoria, Australia 2 weeks agoDandenong, Victoria, Australia 1 week agoWe’re unlocking community knowledge in a new way. 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