Fp&A Analyst

Link Group; Melbourne; Hybrid; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible Working

Parental Leave

Volunteer Leave

Gender transition leave

Well-being leave

Employee Recognition Program

Talent Referral Program

Learning & Development

Employee discounts

Novated Car Leasing

Job summary

MUFG Pension & Market Services in Melbourne seeks an experienced finance professional to join the Financial Planning & Analysis team within Retirement Solutions. You will support budgeting, forecasting, management reporting and financial analysis while partnering with stakeholders to turn financial data into commercial insights.

With strong development pathways in a global financial institution, this role offers exposure to project finance, governance and continuous improvement, in a flexible,

Qualifications

• 5+ years in FP&A or related finance role.
• Strong financial analysis and modelling capability.
• Experience with planning, reporting or enterprise finance systems.
• Experience developing management reporting for senior stakeholders.
• Exposure to project finance or business case reviews.
• Understanding of Capex and Opex treatment.

Responsibilities

• Support annual budgets and forecasts, maintain planning models and validate assumptions.
• Partner with stakeholders to understand financial performance and provide analysis for decisions.
• Analyze actual results vs budget/forecast and comment on drivers.
• Deliver insightful management reporting and improve templates and models.
• Support project finance activities including evaluating business cases and tracking benefits.
• Perform reconciliations and ensure data quality across systems.
• Support month-end, audit requirements and SOX controls.
• Identify opportunities to improve financial processes and profitability.

Skills

FP&A

Budgeting

Forecasting

Management reporting

Financial analysis

Excel

TM1

Stakeholder partnering

Tools

TM1

Job description

Bring your finance expertise to an industry with purpose, scale and global impact.

At MUFG Pension & Market Services, your skills in finance, analysis and commercial partnering translate directly into meaningful work supporting millions of Australians. As part of the largest business within a global financial institution, you’ll enter the superannuation sector with strong development pathways, complex client partnerships, and a culture that celebrates diverse perspectives. We’re looking for an experienced finance professional to join our Financial Planning & Analysis team within Retirement Solutions. Supporting the Senior Manager, Business Planning and Analysis, you’ll be involved across budgeting, forecasting, management reporting and financial analysis, while partnering with stakeholders across the business to turn financial information into meaningful commercial insights. This is an opportunity to combine your FP&A expertise with project finance, governance and continuous improvement, while developing a detailed understanding of the Retirement Solutions business. Previous superannuation experience is not required.

What you’ll be doing

• Support annual budgets and periodic forecasts, including maintaining planning models, validating assumptions and identifying key risks and opportunities.
• Partner with business stakeholders to understand financial performance, challenge assumptions and provide analysis that supports commercial and operational decisions.
• Analyse actual results against budget, forecast and prior periods, investigating material variances and providing clear commentary on key performance drivers.
• Deliver insightful management reporting and help improve reporting templates, processes and financial models.
• Support project finance activities, including reviewing business cases, challenging financial assumptions, assessing Capex and Opex treatment and tracking benefits realisation.
• Perform reconciliations and quality checks to maintain accurate and consistent financial information across source systems, planning models and reporting.
• Support month-end activities, audit requirements and SOX compliance, ensuring appropriate financial controls and documentation are maintained.
• Identify opportunities to improve financial processes, controls, profitability and operational efficiency.

What you’ll bring

• 5+ years’ experience in FP&A, commercial finance, management reporting, budgeting, forecasting or a related finance role.
• Strong financial analysis and modelling capability, with intermediate or above Excel skills.
• Experience using planning, reporting or enterprise finance systems. Experience with TM1 or similar platforms would be advantageous.
• Experience developing management reporting and financial insights for senior stakeholders.
• Exposure to project finance, project accounting or reviewing business cases.
• A sound understanding of accounting principles, including Capex and Opex treatment.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Confidence communicating and partnering with stakeholders across different areas and levels of an organisation.
• A proactive, accountable and collaborative approach, with curiosity to understand the commercial drivers behind business performance.
• Exposure to audit, governance or financial control environments would be advantageous.

Some of our Employment Benefits

• Flexible Working – hybrid model enabling our employees to work in the office and at home
• Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
• Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.
• Talent Referral Program
• Salary Sacrificing via Superannuation
• Employee Assistance Program
• Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
• Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!
• Novated Car Leasing

Culture at MUFG Pension & Market Services

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.