Financial Planning and Analysis Analyst

About This Role

Working in a high-performing finance team, the Financial Planning and Analysis Analyst supports financial planning, management reporting, and analysis across Macquarie University Health. This role offers the opportunity to work across a diverse healthcare enterprise, providing financial insights, forecasting, and performance analysis to support operational and strategic decision-making.

Responsibilities

• Analyse financial and operational performance, including revenue, expenditure, workforce, and activity trends, to identify key drivers, risks, and opportunities
• Prepare monthly and quarterly management reports, providing meaningful analysis and commentary on financial performance
• Develop budget templates, forecasts, and long-term financial plans for Macquarie University Health, including capital projections, assumption validation, and system uploads
• Support the preparation of detailed 5-year budgets (including capital) for senior Finance stakeholders
• Build financial models, evaluations, and cost-benefit analyses to support business cases, service planning, and operational improvements
• Support the enhancement of reporting, planning, and business intelligence systems, collaborating with IT to improve data quality, automation, and workflows
• Build and maintain stakeholder relationships across Finance and the broader business, addressing financial enquiries and coordinating with operational managers

Requirements

• Tertiary qualification in Accounting, Finance, or a related discipline
• Relevant experience in accounting, finance, or equivalent
• Proven ability to build and apply financial models and conduct scenario analyses
• Strong experience in forecasting financials, budget preparation, and financial modelling to produce business models
• Strong analytical skills with the ability to manipulate and interpret large volumes of financial and operational data, identify material issues, and communicate findings clearly
• Business Intelligence systems and reporting platforms skills e.g. PowerBI, Tableau, Cognos TM1, Calumo
• Advanced Microsoft Office skills (particularly Excel and PowerPoint)
• Strong experience working with large Enterprise Resource Planning (ERP) systems (preferably FinanceOne)
• Expertise in conducting research and analysis with a commercial focus, within a large organisation with complex accounting and reporting requirements
• Excellent communicator, thriving in fast-paced, dynamic environments
• Ability to build and maintain good, respectful relationships with a diverse range of stakeholders, consistently demonstrating professionalism and a collaborative mindset to achieve shared outcomes

Nice to have: