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Financial Planning Analyst

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This role offers an exciting opportunity to partner with brand stakeholders and deliver strategic financial insights that drive brand performance. The successful candidate will be responsible for owning quarterly and annual planning cycles, ensuring plans are achievable, actionable, and consolidated into broader business objectives. With a focus on profitability management, the Financial Planning Analyst will prepare and review pricing models, identify poor performing stores, and ensure business proposals are well-understood and articulated. This role requires a highly developed stakeholder engagement skill set, the ability to work under pressure, and a strong curiosity that drives action.

What you'll do:

As a Financial Planning Analyst, you will play a pivotal role in driving brand performance through the delivery of strategic financial insights. You will collaborate closely with business units and stakeholders, identifying key risks and opportunities. Your responsibility extends to owning the planning and forecasting cycles for assigned brands, ensuring plans are understood, actionable, and consolidated into broader business objectives. A significant part of your role involves profitability management where you will prepare and review various aspects of profitability performance. You will also be tasked with identifying poorly performing stores and recommending actions for improvement. Ensuring data governance and participating in finance internal control processes form an integral part of your duties. Lastly, you will contribute towards creating a safe working environment by taking care of your health and safety.

  • Partner with business units and stakeholders to deliver value-add, strategic financial insights
  • Own quarterly and annual planning and forecasting cycles for assigned brands
  • Prepare and review channel, product, promotion, and store profitability performance
  • Identify poor performing stores and drivers of poor performance
  • Ensure data is governed and accurate, taking appropriate corrective action to remedy processes or escalate issues
  • Participate in finance internal control processes
  • Take reasonable care for own health, safety and well-being at work

What you bring:

The ideal candidate for the Financial Planning Analyst role brings a wealth of skills and qualifications. You possess an accounting or business qualification from a tertiary institution and are either a Fully Qualified Chartered Accountant or have shown progress toward completing the CA requirement or equivalent Commercial Qualification. Your experience in a commercial finance role has honed your commercial judgement and reasoning. You are adept at working with large sets of data, breaking them down into meaningful, insightful outputs. Your communication skills are top-notch, enabling you to effectively engage with stakeholders and navigate competing priorities. Your ability to work under pressure is commendable, always focusing on what’s important and aligning with business requirements. Lastly, your curiosity drives you from belief to knowledge to insight to action.

  • Accounting or business qualification from tertiary institution
  • Fully Qualified Chartered Accountant or proven progress toward completing CA requirement or equivalent Commercial Qualification
  • 2+ years’ experience in commercial finance role
  • Sound commercial judgement and reasoning
  • Ability to work with large sets of data and break down into meaningful outputs
  • Strong verbal, written, presentation communication skills
  • Highly developed stakeholder engagement skills with ability to navigate competing priorities
  • Ability to work under pressure demonstrating understanding of what’s important and business requirements
  • Demonstrates curiosity from belief to knowledge to insight to action
  • Advanced excel and experience or working knowledge of Microsoft PowerBI

What's next? If this role sounds like it would be a good fit for you, please don't hesitate to apply directly (no cover-letter needed) or get in touch via the information below.

Consultant - Loic Lallement - loic.lallement@robertwalters.co.nz

Candidate Manager - Georgia Waters - georgia.waters@robertwalters.co.nz

Contract Type: FULL_TIME

Specialism: Accounting & Finance

Focus: Financial Analysis & Modelling

Industry: Accountancy

Salary: Negotiable

Workplace Type: Hybrid

Experience Level: Mid Management

Location: Auckland

Job Reference: 1967500/001

Date posted: 29 April 2024

Consultant: Georgie Waters

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