Financial Planning And Analysis Analyst Jobs

Financial Planning and Analysis Analyst

A bit about the role We are looking for a Finance Planning and Analysis Analyst to join our high performing finance team. This role offers broad exposure across FP\&A, treasury, capital management, reporting and strategic projects. The role would suit someone who is passionate about analysing business performance, financial modelling supporting key decision making and working closely with senior stakeholders including the CFO, CEO, Executive Leadership Team and Board. The role would be an ideal opportunity for someone looking to grow their FP\&A career in an ASX-listed banking environment and is keen to take a key role in delivering insightful financial analysis and reporting, contributing to strategic initiatives that drive growth and long term success. What you will bring * Degree qualifications in Accounting, Finance or a related discipline * CA or CPA qualification (or near completion) * Minimum 2 years' experience in a finance, FP\&A, treasury or analytical finance role * Strong financial modelling and advanced Excel skills * Banking or financial services experience highly regarded * Excellent analytical and problem-solving capabilities * Strong communication and stakeholder management skills * High attention to detail and ability to manage confidential information professionally * Ability to work independently while contributing effectively within a team environment Key Responsibilities * Maintenance of the planning, forecasting and budgeting of the Group, including quarterly forecast update, annual budget and three-year plan. * Develop, maintain and enhance financial models, ensuring appropriate governance and controls are in place. * Deliver ad hoc financial analysis, modelling and scenario planning to support business decisions. * Creation and preparation of monthly business results and analysis for CEO, ELT and Board Reporting. * Monitoring and analysis of financial KPI’s such as Capital ratios, RoE, NIM, Cost-Income, Liquidity ratio etc. * Support Treasury through assessment and reporting liquidity / funding levels. * Assessment of short-term funding requirements and investment opportunities to optimise yield and NIM. * Assist with annual budgets, rolling forecasts, quarterly forecast updates and five-year strategic planning processes. * Support capital management activities including ICAAP reviews and funding plans. * Prepare Asset and Liability Committee (ALCO) reporting and provide secretariat support. About BNK We offer simple and easy to understand deposit accounts and mortgages under a number of brands: Goldfields Money, complemented by the Better Choice Home Loans brand, distributed via mortgage brokers nationally. This unique combination allows us to develop competitive products that meet its changing customer needs, leveraging its low-cost, technology-driven model. We are focused on becoming a challenger bank of scale through building its product portfolio, growing its diversified distribution network, and pursuing technology enabled partnering opportunities. Why you will love working at BNK Bank * The BNK Culture, specifically the positive vibes, capability and enthusiasm in the business which is apparent from the moment you walk through the door * Centrally located office in the Sydney CBD * Office based with flexible working arrangements available * Collaborative team environment where real people work together to leverage their strengths so that they can help more customers achieve their banking goals. BNK Culture Our culture is all about teamwork and is underpinned by 5 core values; * Work hard - Successful people have a special trait, they work hard, they don’t give up, they learn from failure and then they succeed on purpose * Innovation - Think big, remain flexible, stay ahead of the curve and get the job done * Trust - Protect the trust we build with our customers and each other. It is hard to build and easy to lose * Humility - Let others shine by helping them achieve more than they thought was possible * Unity - We are in this together, even when the going gets tough

Financial Analyst - Financial Planning and Analysis

From $114,000/yr

Division: Headquarters Project Location(s): New York, NY 10001 USA Minimum Years Experience: Travel Involved: 0-10% Job Type: Regular Job Classification: Experienced Education: Bachelors Degree Job Family: Finance Compensation: Salaried Exempt Position Description: Prepare monthly, quarterly, and ad hoc financial reports for senior management, operational finance, FP\&A and parent company and perform financial analysis to provide insight and decision support for various company operations. Essential Duties \& Key Responsibilities: Perform analysis of key operational and financial performance measures, such as revenue, profit and cash and prepare monthly reports for senior management and parent company. * Develop and maintain monthly profit and loss reporting and forecast. * Prepare quarterly reports for parent company, including current company risk, claims, and other financial metrics. * Analyze project risk and set up and adjust provisions at headquarters level to review with Risk and Senior Management teams. * Collaborate with Financial Managers, Controllers, and Senior Management to assemble and analyze data for reports. * Identify and communicate trends, variances, and abnormalities and underlying drivers to stakeholders. * Perform financial analysis and transform and combine data to create analysis-ready data models. * Take active role in streamlining and improving department standard operating procedures (SOPs). * Contribute financial information to annual profit plan development and for external audit team. * Prepare and assess monthly write-down report; analyze profit centers for potential write ups/ downs. * Participate in month-end and year-end processes, include confirmation of actuals, review needs for top-down adjustments, run month end reports. * Identify and execute continuous improvement strategies to enhance automation workflow and enhanced reporting capabilities. * Optimize operating and financial reporting to generate actionable insights to drive financial performance improvement. * Coordinate with sales teams to generate sales monthly reports. * Communicate and assist stakeholder understanding of proforma, journal entries, general ledger codes, and ledger costs. * Other activities, duties, and responsibilities as assigned. * The salary range for this position in NYC is estimated to be $114k - $160K. Qualifications: * Bachelor’s Degree in Accounting, Finance, Engineering, or related field, and minimum of 3 years of related experience or equivalent combination of education, training, and experience * Pursuing and/or graduate of MBA program in Finance or related field, desirable * Construction industry experience, preferred * Extensive knowledge of Accounting Principles and GAAP * Good understanding of financial reporting concepts including revenue and cost recognition, earnings recognition, overhead expenses, and cash * Ability to communicate to financial and non-financial audiences, and tailor communications appropriately * Analytic ability to review and assess financial data, interpret trends, and recognize inconsistencies * Independently apply critical thinking to manage through complex decisions and judgments * Ability to perform cost analysis and organized for maximum efficiency * Ability to analyze, organize, and evaluate substantial amounts of data in short periods of time * Ability to analyze complex projects into manageable tasks * Display actions related to profitability and risk management and effectively communicates risk issues * Interpersonal skills and professional, clear, and concise written and verbal communication with efficient presentation delivery * Exercise independent judgment and discretion with ability to identify problems and initiate corrective action * Ability to manage multiple activities, requests, and short-cycle deadlines simultaneously * Proficient computer skills, financial system applications, Microsoft Office suite of applications with advanced knowledge of Microsoft Excel, and experience with business intelligence software (e.g., PowerBI) * Knowledge of programming software, desired (e.g., SQL, Python, R, DAX) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle, or feel objects, tools, or controls; and reach with hands, talk, and hear. The employee frequently views a computer monitor and frequently uses a computer keyboard. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus. The employee is occasionally required to be mobile, and the employee occasionally travels both short and long distances via a variety of conveyances. The employee occasionally performs work on-site at construction work sites, office locations, and/or off-site venues. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee regularly works in an office. The noise in the work environment is usually quiet to moderate in an office setting. While performing the duties of this job, the employee will occasionally engage at construction work sites where the employee is exposed to moving mechanical parts, high precarious places, fumes, or airborne particles, outside weather conditions, and risk of electrical shock. The noise in the construction work environment is usually moderate to loud. The employee is required to work in compliance with company safety policies, procedures, and applicable laws. Turner is an Equal Opportunity Employer Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity VEVRAA Federal Contractor Turner is an Equal Opportunity Employer - race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other characteristics protected by applicable law.