Financial Planning & Analysis Analyst

Auto & General Australia; Brisbane; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Bonuses and perks

Work from home two days per week

Learning and development opportunities

Volunteer days

Paid parental leave

Wellbeing and mental health support

Discounts on insurance products

Job summary

Auto & General Australia is seeking an FP&A Analyst to provide planning and financial support to the Manager of FP&A. You will work closely with analysts to deliver the annual business plan, own reporting deliverables, and improve processes.

The role involves partnering with finance teams and developing financial models to drive commercial insights. You will analyse financial data, prepare reports for senior management, monitor KPIs, and support consolidation of forecasts.

Qualifications

• Analytical, commercial & financial ability essential for FP&A work.
• Proven numeric and financial literacy with strong reporting capability.
• 3+ years in an analytical role within a similar environment.
• Advanced Excel skills and complex formula use.
• Excellent communication and presentation skills for senior stakeholders.

Responsibilities

• Analyse financial data including budgets, revenue and cash flow to support reporting obligations.
• Prepare and review reports and materials for senior management.
• Monitor KPIs and recommend improvements.
• Provide partnering services with various teams to develop financial strategies.
• Assist consolidation of forecasts and the annual business plan.
• Collaborate with internal finance teams to understand accounting treatment.
• Work with finance systems teams to improve processes and data integrity.
• Identify financial risks/opportunities and provide mitigation recommendations.
• Develop financial models for business cases and new opportunities.
• Support migration from Excel to Google Sheets for reporting.
• Improve monthly processes including CAPEX tracking and management reporting.

Skills

Analytical ability

Commercial & financial literacy

3+ years analytical exp

Advanced Excel

Communication & presentation skills

Tools

Power BI

SQL

BigQuery

TM1

AppScript

Job description

The Position

The role provides planning and financial support to the Manager of Financial Planning & Analysis and works closely with other analysts in the team. The role will help deliver the annual business plan, own reporting deliverables, improve existing processes, and provide support to partnering finance teams.

The Financial Planning and Analysis (FP&A) Analyst works within the Corporate Finance team to complete the following:

• 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.


• Liaising 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.


• Providing 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. This will be reactively driven by business requests and proactively driven by your own 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.

Essential

What experience you’ll bring

• Analytical, Commercial & Financial Ability


• 3+ years’ experience in an analytical role in a comparable organization environment


• Analytical skills; 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.


• 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.

Relationship Building & Communications

• 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.

Desirable

• 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.

Location

Close to a variety of public transport and easy parking options, the Toowong office has excellent end of trip facilities (including secure bike storage and showers), outdoor spaces and plenty of modern collaborative areas to work and connect with colleagues. Conveniently based at Toowong Village tower with views of the mountains and the Brisbane River, our location is only 4 km from the city and provides access to retail, restaurants and other amenities.

The Benefits Of Working At A&G

• Be rewarded - we recognise high performance and reward our people for their hard work through bonuses and other perks.


• Work flexibility - with options to work from home two days per week.


• Options for leave - life happens, so we've got volunteer days, an additional paid 'ME' day, paid parental leave and the opportunity to purchase additional leave to cover all of the big stuff.


• Grow with us - we've got learning and professional development opportunities to suit everyone.


• Give back - our A&G Difference program gives you the power to change our community for the better through volunteering, fundraising and donation opportunities for causes that you're passionate about.


• Take care of yourself - your wellbeing is important to us and our healthy mind and body hub, mental-health support and fitness discounts will help you be your best self.


• Celebrate the wins - we love sharing our successes and celebrating together - join us and you've got a ticket to our many on-site events throughout the year, family fun days and annual celebrations.


• Save money - as well as discounts on insurance products, we've teamed up with some incredible retailers, hospitality providers and others to bring you discounts on your purchases, no matter where you are in Australia.

About Us

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 our customers and community. Our range of general insurance products including Car, Motorcycle, Home, Contents Pet and Travel products are delivered through our multi-award-winning brand Budget Direct and partnerships with leading brands - ING, Qantas, Virgin Money and Coles Insurance. We're excited about the future and we're always on the lookout for talented, passionate individuals who can help us achieve our goal of being Australia’s best insurer!

Auto & General values individual differences and believes in fostering an inclusive culture that creates a great place to work for all.