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Financial Planning & Analysis Senior Analyst, Wealth Retail Banking

Macquarie Group - Sydney, NSW

Banking & Finance
Source: uWorkin


Financial Planning & Analysis Senior Analyst, Wealth Retail Banking

Financial Planning and Analysis Senior Analyst / Manager – Wealth Management

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

As a Financial Planning and Analysis Senior Analyst or Manager, 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 is preferred
  • experience working with exposure to wealth management 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! Please apply directly to be considered for this position.

About Banking And Financial Services

Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers’ and business clients.

Our commitment to Diversity and Inclusion

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 recognise that flexibility comes in a variety of forms. Talk to us about what flexibility you need.

About Macquarie

A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.

Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 16,300+ employees and offices in 31 markets around the world, we’re a truly global organisation.

You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

Find out more at www.macquarie.com/careers

Job no: BFS-957803
Work type: Full time
Location: Sydney
Category: Mid-level, Accounting & Finance
Group: Banking and Financial Services
Division: BFS Central & Operations
Recruiter: Sam Condon
Opening Date: 31/5/2021