Financial Planning and Analysis Analyst

BNK Bank; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Job summary

BNK Bank in Sydney is seeking a Finance Planning and Analysis Analyst to join our high performing finance team. The role offers broad exposure across FP&A, treasury, capital management, reporting and strategic projects, with close collaboration with the CFO, CEO, Executive Leadership Team and Board.

The position is ideal for someone looking to grow their FP&A career within an ASX-listed banking environment, delivering insightful financial analysis and reporting to support key decision

Qualifications

• Degree qualifications in Accounting, Finance or a related discipline.
• CA or CPA qualification (or near completion).
• Minimum 2 years' experience in a finance/FP&A/treasury/analytical role.
• Strong financial modelling and advanced Excel skills.

Responsibilities

• Maintenance of the planning, forecasting and budgeting of the Group, including quarterly forecast update, annual budget and three-year plan.
• Develop, maintain and enhance financial models, ensuring governance and controls.
• Deliver ad hoc financial analysis, modelling and scenario planning to support business decisions.
• Create and prepare monthly business results and analysis for CEO, ELT and Board Reporting.
• Monitor and analyse financial KPIs such as Capital ratios, RoE, NIM, Cost-Income, Liquidity ratio.
• Support Treasury through assessment and reporting liquidity/funding levels.
• Assist with annual budgets, rolling forecasts, quarterly forecast updates and five-year strategic planning.
• Support capital management activities including ICAAP reviews and funding plans.
• Prepare Asset and Liability Committee (ALCO) reporting and provide secretariat support.

Skills

Financial modelling

Advanced Excel

Stakeholder management

Analytical skills

Attention to detail

Independent worker

Communication skills

Education

Degree qualifications in Accounting, Finance or related discipline

CA or CPA qualification (or near completion)

Job description

We are looking for a Finance Planning and Analysis Analyst to join our high performing finance team. This role offers broad exposure across FP&A, treasury, capital management, reporting and strategic projects. The role would suit someone who is passionate about analysing business performance, financial modelling supporting key decision making and working closely with senior stakeholders including the CFO, CEO, Executive Leadership Team and Board.

The role would be an ideal opportunity for someone looking to grow their FP&A career in an ASX-listed banking environment and is keen to take a key role in delivering insightful financial analysis and reporting, contributing to strategic initiatives that drive growth and long term success.

What you will bring

• Degree qualifications in Accounting, Finance or a related discipline
• CA or CPA qualification (or near completion)
• Minimum 2 years' experience in a finance, FP&A, treasury or analytical finance role
• Strong financial modelling and advanced Excel skills
• Banking or financial services experience highly regarded
• Excellent analytical and problem-solving capabilities
• Strong communication and stakeholder management skills
• High attention to detail and ability to manage confidential information professionally
• Ability to work independently while contributing effectively within a team environment

Key Responsibilities

• Maintenance of the planning, forecasting and budgeting of the Group, including quarterly forecast update, annual budget and three-year plan.
• Develop, maintain and enhance financial models, ensuring appropriate governance and controls are in place.
• Deliver ad hoc financial analysis, modelling and scenario planning to support business decisions.
• Creation and preparation of monthly business results and analysis for CEO, ELT and Board Reporting.
• Monitoring and analysis of financial KPI's such as Capital ratios, RoE, NIM, Cost-Income, Liquidity ratio etc.
• Support Treasury through assessment and reporting liquidity / funding levels.
• Assessment of short-term funding requirements and investment opportunities to optimise yield and NIM.
• Assist with annual budgets, rolling forecasts, quarterly forecast updates and five-year strategic planning processes.
• Support capital management activities including ICAAP reviews and funding plans.
• Prepare Asset and Liability Committee (ALCO) reporting and provide secretariat support.

About BNK

We offer simple and easy to understand deposit accounts and mortgages under a number of brands: Goldfields Money, complemented by the Better Choice Home Loans brand, distributed via mortgage brokers nationally. This unique combination allows us to develop competitive products that meet its changing customer needs, leveraging its low-cost, technology-driven model.

We are focused on becoming a challenger bank of scale through building its product portfolio, growing its diversified distribution network, and pursuing technology enabled partnering opportunities.

Why you will love working at BNK Bank

• The BNK Culture, specifically the positive vibes, capability and enthusiasm in the business which is apparent from the moment you walk through the door
• Centrally located office in the Sydney CBD
• Office based with flexible working arrangements available
• Collaborative team environment where real people work together to leverage their strengths so that they can help more customers achieve their banking goals.

BNK Culture

Our culture is all about teamwork and is underpinned by 5 core values;

• Work hard - Successful people have a special trait, they work hard, they don't give up, they learn from failure and then they succeed on purpose
• Innovation - Think big, remain flexible, stay ahead of the curve and get the job done
• Trust - Protect the trust we build with our customers and each other. It is hard to build and easy to lose
• Humility - Let others shine by helping them achieve more than they thought was possible
• Unity - We are in this together, even when the going gets tough