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Financial Planning And Analysis Executive – Wealth Management

Jobs on jobactive - Sydney, NSW

Banking & Finance
Source: uWorkin


An exciting opportunity has opened up in the Financial Management team, supporting our Banking and Financial services business. This role is focussed on the Wealth Management side of the business, located in Barangaroo. Recently, the business has seen this channel evolve providing the successful candidate the opportunity to engage directly with senior stakeholders providing valuable insights and analysis to help drive optimal performance.

You will be responsible for the following;

  • Reviewing, challenging and reporting financial results within Macquarie’s Banking and Financial Services division;
  • Driving, designing and delivering on targeted analysis that gives meaningful insights into business performance;
  • Driving and implementing Finance process efficiencies and operational excellence;
  • Partnering with key stakeholders on business-driven initiatives providing finance expertise and acting as the finance data SME for the area you support.
To be successful in this role we are looking for the below experience, skills and education;
  • 3+ years’ experience as a finance business partner in an Australian retail banking environment;
  • experience working in a Big 4 firm with exposure to financial services businesses would be preferred but not necessary;
  • the ability to demonstrate your experience with senior stakeholders and provide examples of managing those relationships end to end;
  • the ability to demonstrate strong problem-solving skills, analytical skills and delivering actionable insights;
  • have a tertiary degree in accounting, finance or similar and a CA qualification (or equivalent);
  • as a confident and driven individual, your attention to detail and demonstrated communication skills will help provide the platform for you to tell the story behind the numbers.
If you are a passionate, well rounded Finance professional who has strong advisory skills, we are keen to hear from you. Join the #1 digital bank and enjoy working in our modern offices in Barangaroo! Banking and Financial Services comprises our retail banking and financial services businesses. The group operates predominantly in Australia and is organised into three business divisions: Personal Banking, Wealth Management and Business Banking. We provide personal banking, wealth management, business banking and vehicle and equipment leasing products and services to retail customers, advisers, brokers, dealer groups and businesses. Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different.

At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team. We facilitate a range of flexible working arrangements within our teams. Talk to us about what flexibility may be available.