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

At MUFG Pension & Market Services, your skills in finance, analytics and commercial decision support translate directly into meaningful work supporting millions of Australians.

As part of our Financial Planning & Analysis team within Retirement Solutions, you’ll join a business where you can apply your FP&A expertise while developing a detailed understanding of the superannuation sector. Previous superannuation experience is not required.

Reporting to the Senior Manager, Business Planning and Analysis, you’ll work across budgeting, forecasting, management reporting and financial analysis. You’ll partner with stakeholders throughout the business to turn financial information into meaningful commercial insights and support better decision-making.

This is an opportunity to combine your FP&A experience with project finance, governance and continuous improvement in a role offering broad exposure across the Retirement Solutions business.

What you’ll be doing

Support annual budgets and periodic forecasts, maintaining planning models, validating assumptions and identifying key financial risks and opportunities.
Partner with stakeholders to understand financial performance, challenge assumptions and provide commercial insights that support operational and strategic decisions.
Analyse actual performance against budget, forecast and prior periods, investigating material variances and clearly explaining key performance drivers.
Deliver insightful management reporting while improving reporting templates, financial models and underlying processes.
Support project finance activities, including reviewing business cases, challenging 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, audit and SOX compliance activities, ensuring appropriate financial controls and documentation are maintained.
Identify and help implement opportunities to strengthen financial processes and controls and improve profitability and operational efficiency.

What you’ll bring

5+ years’ experience across FP&A, commercial finance, management reporting, budgeting, forecasting or a related finance discipline.
Strong financial analysis and modelling capability, including intermediate or advanced Excel skills.
Experience with planning, reporting or enterprise finance systems. TM1 or similar planning platforms would be advantageous.
Experience developing management reporting, commercial analysis and financial insights for senior stakeholders.
Exposure to project finance, project accounting or the financial review of business cases.
Sound accounting knowledge, including an understanding of Capex and Opex treatment.
Strong analytical and problem-solving skills, with excellent attention to detail and confidence working with complex financial information.
The ability to build relationships and communicate effectively with stakeholders across different functions and levels of an organisation.
A proactive, accountable and collaborative approach, with genuine curiosity about 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.

How to apply

Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.

MUFG

FP&A Analyst

About the Job

Requirements

Responsibilities

Desired Qualifications

About the Company

MUFG

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