Commercial Systems Partner

Greenstone Financial Services; Geehi; On-site; AUD 140,000 - 190,000; Full time

Benefits offered by this job

Flexi days

Flexible working

Travel/parking allowance

On-site gym

Health initiatives

Leadership workshops

Awards functions

Retail discounts

Morsl marketplace

Job summary

Greenstone distributes insurance products in Australia, New Zealand and Canada, and seeks a Commercial Systems Partner to design frontline Anaplan dashboards and self-service planning tools for business stakeholders. This hands-on role emphasizes UI/UX and building scalable analytics rather than one-off analyses.

The successful candidate will partner with Technology, Partnerships and the CEO's office, translating business needs into robust systems solutions and supporting monthly forecasting

Qualifications

• Proven experience building front-end dashboards and UI in Anaplan.
• CA or CPA qualification required.
• Ability translate business needs into technical dashboard solutions.
• Strong stakeholder relationship management, including C-suite.
• Hands-on Anaplan development focus over pure analysis.
• Strong design sense for non-technical audiences.

Responsibilities

• Design and build front-end Anaplan dashboards and self-service tools based on stakeholder needs.
• Partner with Technology, Partnerships and the CEO's office to translate needs into systems solutions.
• Conduct monthly check-ins with business partners to review dashboard usage and evolving needs.
• Provide ad-hoc analytical support to the FCR and wider finance function.
• Maintain a strong systems background across Anaplan and adjacent platforms for scalable dashboards.
• Support forecasting and reforecast cycles by surfacing right data at the right time.

Skills

Anaplan model builder

Stakeholder management

Dashboard design

UI/UX design

CA/CPA qualification

Financial systems background

Education

CA or CPA

Tools

Anaplan

Job description

Permanent Opportunity

The Commercial Systems Partner builds Anaplan-based self-service dashboards and planning tools that give business stakeholders direct access to insight, reducing reliance on ad-hoc reporting requests to the finance team. Business partnering is delivered primarily through the tools this role builds: well-designed, self-service dashboards that let stakeholders answer their own questions, supplemented by direct engagement with key departments.

This is a hands-on Anaplan development role requiring a strong systems background – the majority of this role's output is building and iterating front-end UI/UX in Anaplan, translating business needs into usable, well-designed planning and reporting tools rather than producing one-off analysis.

The core responsibilities of the Commercial Systems Partner include, but are not limited to, the following:

• Design and build front-end Anaplan dashboards and self-service planning tools based on stakeholder needs
• Business partner with Technology, Partnerships, and the CEO's office (among other stakeholders), understanding their needs and translating them into systems solutions
• Conduct monthly check-ins with business partners to review dashboard usage, gather feedback and identify evolving needs
• Provide ad-hoc analytical support and commentary to the Financial Control & Reporting (FCR) team and wider finance function as required
• Maintain a strong systems background across Anaplan and adjacent finance platforms to ensure dashboards and models remain scalable and well-architected
• Support forecasting and reforecast cycles by ensuring dashboards surface the right data at the right time for stakeholders

What are we looking for?

• Anaplan Model Builder certified, with demonstrated hands-on experience building front-end user interfaces and dashboards
• Chartered Accountant (CA) or Certified Public Accountant (CPA) qualified
• Strong systems background, with experience translating business requirements into technical dashboard and UI/UX solutions
• Strong relationship management and business partnering experience with senior stakeholders, including at C-suite level
• Genuine enthusiasm for hands-on Anaplan development, with a preference for building over pure analysis
• Strong eye for design and usability when building dashboards and reports for non-technical audiences
• Solid grounding in management accounting and financial concepts, sufficient to design dashboards that reflect the right metrics

Our Promise to Our People

Benefits

We are passionate about our core values of Customer First, We Care, One Team, and Results Driven, which define how we approach our work. We recognise that our colleagues are the key to our success. That's why you can expect to be rewarded for the hard work you put in through job satisfaction, career development and the fantastic range of benefits we offer: Fantastic employee benefits including flexi days, flexible working, annual $1200 travel/parking allowance & more.

• State of the art building facilities including a dedicated & subsidised on-site company café (weekly free lunch) & on-site gym
• Health & well-being initiatives and programs
• Opportunity to take part in in-house leadership & emotional intelligence workshops
• Quarterly award functions and a grand annual conference to recognise our people
• Retail discounts e.g. movie tickets, Zoo passes, live shows + more
• Morsl market (a fully automated self-serve, food and drink marketplace with a wide variety of meals, snacks and drinks)

Who We Are

Greenstone distributes insurance products under trusted brands in Australia, New Zealand and Canada. Some of our brands are Buddy, Australian Seniors, New Zealand Seniors, OneChoice, Real Insurance, North Cover, FiftyUp and Guardian.

We are the leading distributor of direct Insurance products in the Australian insurance market. Since launching into the Financial Services sector in 2007, Greenstone has experienced a commanding volume of growth being recognised for our credible brands, customer focused values and people-driven work culture.

We are passionate about our core values, which contribute towards the positive culture that supports our employees, our customers and our community.

Location

Great central location in Norwest Business Park, Norwest, only a short walk from Norwest Metro station and also direct bus access from Parramatta and Blacktown.