Financial Planning Analyst

Wesley Finance

  • temporary casual role (3-4 months), up to 38hrs per week
  • based in the Sydney CBD
  • CA/CPA qualification required

About us

Wesley Mission is a high profile, multi-faceted Christian organisation making a real difference in the community. Our Vision is “Do all the good you can, by all the means you can, in all the ways you can, in all the places you can, at all the times you can, to all the people you can, as long as ever you can.”

About the role

Wesley Mission is seeking applications for the casual position of Financial Planning Analyst within the organisation.

Reporting directly to the Financial Planning Manager, this role will see you involved with the improvement of financial management through the provision of financial planning and analysis across Wesley Mission.  This will be achieved by assisting in project work for the development and maintenance of the reporting tool/platform used by Finance and in the co-ordination of the annual budget and quarterly forecast process.

Based at 220 Pitt Street, this role will be a temporary casual position to assist the Finance & Business Planning team for the duration of approximately 3-4 months.  

The successful candidate will have a passion and commitment to providing analysis and co-ordination whilst demonstrating a commitment to Wesley Mission’s vision, mission and values.

The primary objectives of this position will include:

  • assist with gathering business requirements, testing and data migration for projects
  • collaborate with other members of the finance team and service delivery teams to ensure high quality data inputs to all reporting and analysis
  • assist in the co-ordination of the annual budget and quarterly forecast process
  • assist in the development of key performance reports and indicators
  • extract and analyse information from various reporting systems e.g. PeopleSoft and other data sources.

Essential criteria

  • qualified accountant (CPA/CA) with a minimum of 2 years of experience in FP&A.
  • ability to work with and analyse large amounts of data and producing meaning reports
  • excellent written and verbal communication skills, and the ability to present and explain complex information and concepts clearly to various audiences
  • ability to maintain a significant operational workload and prioritise according to the wider organisational and team goals
  • strong interpersonal skills
  • understanding of financial reporting / management reporting and business intelligence
  • good working knowledge of P&L, balance sheet and cash flow
  • excellent IT skills including Excel.

Desirable criteria

  • good working knowledge of TM1
  • experience working with reporting systems such as TM1 or Cognos
  • not-for-profit or cause-related management experience.

Applications close: 5pm, Friday 3 December 2021.

Apply now

This is an immediate vacancy. For further information or to apply, please contact:

Karen Lau

Ph: 0429 579 575


Wesley Mission is a Christian organisation requiring all staff to affirm its values. We are committed to providing an environment in which children can feel safe and valued.

The suitable applicant will be subject to the relevant pre-employment checks for appointment to positions within Wesley Mission. Aboriginal and Torres Strait Islander people are encouraged to apply.

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