Working closely with the Manager of Financial Planning & Analysis and other team members, the Financial Planning and Analysis (FP&A) Analyst provides planning and financial support. This role is key to delivering the annual business plan, managing reporting, improving processes, and supporting partnering finance teams.
Responsibilities
Analyse financial data, including budgets, revenue, expenses, and cash flow, and provide insights to support the team's reporting obligations and internal decision-making
Prepare and review reports, presentations, and other materials to communicate financial analysis results to senior management and other stakeholders
Monitor key performance indicators and metrics and make recommendations for improvement
Provide partnering services with various teams across the business by working closely to develop and implement financial strategies that support the company’s goals
Support the Manager of FP&A in the consolidation of all forecasts and the annual business plan across the entire profit and loss
Liaise with other internal finance teams to develop understanding of accounting treatment of transactions to identify and improve forecasting and planning
Work closely with internal finance systems teams to drive improvement to current practices and enhance well established processes
Identify potential financial risks and opportunities and provide recommendations to mitigate risks and capitalise on opportunities
Provide input into business packs and materials to prepare and inform business cases
Utilise available data and manipulation software to supplement and enhance existing reporting, analyses, and processes, reactively driven by business requests and proactively driven by a focus on continuous improvement
Create and update relevant financial models to provide commercial insights to ensure the existing business and processes are optimised and new product, partner, and distribution opportunities are effectively considered
Support the Financial Performance team's transition from Excel-based reporting to Google Sheets — assessing existing reports, designing and building replacements, and managing the end-to-end migration
Enhance monthly financial processes — ongoing improvement of the team's recurring monthly processes including CAPEX tracking, FTE reporting, and management reporting, reducing manual effort and improving data integrity and consistency
Requirements
Analytical, commercial & financial ability
3+ years’ experience in an analytical role in a comparable organization environment
Excellent numeric and financial literacy, demonstrable higher-level ability in reporting, a high level of problem solving, high attention to detail and capabilities in data analysis and statistical methods for analysis and reporting on key trends and outcomes
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Ability to work independently and collaboratively in a team environment
Excellent time management and organisational skills
Advanced Excel skills and ability to use complex formulas and visualisation to present data in a clear and concise manner
Strong attention to detail
Good experience and capabilities with data manipulation tools (ideally AppScript, TM1, Big Query, SQL, Power BI, etc) is highly desirable, although the ability and desire to learn is the prerequisite
Excellent communication and presentation skills
Ability to build effective relationships
Strong presentation skills, the ability to engage at senior levels within the organisation and influence internal and external relationships to gain commitment
A high level of self-awareness and personal effectiveness with impeccable work ethic
Strong team player in support of an inclusive team culture
Capability to closely align with and support internal and external customers whilst maintaining complete integrity and adequate independence
Nice to have:
Specific experience in the Banking, Finance & Insurance and/or Technology industry
Understanding and knowledge of the current and emerging regulatory, commercial, technology and operational trends
Benefits
Recognition for high performance through bonuses and other perks
Work flexibility with options to work from home two days per week
Volunteer days, an additional paid ‘ME’ day, paid parental leave and the opportunity to purchase additional leave
Learning and professional development opportunities
A&G Difference program for volunteering, fundraising and donation opportunities
Healthy mind and body hub, mental-health support and fitness discounts
On-site events throughout the year, family fun days and annual celebrations
Discounts on insurance products and with retailers, hospitality providers and others across Australia
About the Company
Auto & General (A&G) is the fastest-growing major Motor and Home insurer in Australia, providing insurance products and solutions to safeguard a brighter future for its customers and community. Its range of general insurance products including Car, Motorcycle, Home, Contents Pet and Travel products are delivered through its multi-award-winning brand Budget Direct and partnerships with leading brands - ING, Qantas, Virgin Money and Coles Insurance. Auto & General values individual differences and believes in fostering an inclusive culture that creates a great place to work for all.
