Financial Planning & Analysis Analyst

Financial Planning & Analysis Analyst

Requirements

• Tertiary Degree or equivalent combination of education and work experience
• Certificates as an accountant
• Moderate relevant experience

Responsibilities

• Support the completion of accurate financial reporting metrics by gathering information, performing data entry, verifying accuracy and collaborating with senior analysts and department managers as needed.
• Facilitate effective decision-making in designated areas of responsibility by analyzing financial information, forecasting business, industry and economic conditions and communicating implications to senior management.
• Compiles and monitors annual budgets, forecasts and long-term financial plans.
• Establish and continually modify general accounting procedures and systems to increase the effectiveness of the accounting function.
• Preparation and analysis of management reporting on Expenses for Board Presentations and monthly Business Reports to the group, along with other ad-hoc reports.
• Ensure training and knowledge are up to date, including mainframe applications reporting tools and general accounting processes.
• Manage and develop financial systems and procedures to meet current and anticipated future financial accounting and reporting in line with corporate and regulatory requirements.
• Provide regular reports, recommendations and interpretations to Senior Management on financial and operating data and variances in the budget.
• Establish a working relationship with Finance Operations to ensure they are recording expenses consistently and in accordance with the allocations policy.
• Maintain regular communication with peers across QBE to ensure consistency, transfer of knowledge and promotion of best practice.

Preferred Qualifications

• Professional experience in a finance role, specifically in Financial Planning & Analysis (FP&A)
• Experience in financial planning and analysis within the financial services industry, including expenses management