business performance and analysis - senior manager in Sydney CBD

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job details

sydney cbd, new south wales
banking & financial services
job type
AU$ 120,000 - AU$ 140,000 per year
reference number
gail cunningham, randstad
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job description

The role is positioned in the business supporting the Financial Planning business and the key operational functions.

You will have responsibility for optimising revenue growth through value add reporting.

As Business Performance and Analysis Senior Manager you responsibilities include:

  • Assess the Financial Planning business customer data and provide recommendations
  • Gap analysis of customer data to provide business opportunities
  • Set KPI’s and targets to optimise and track the performance of the business
  • Conduct workshops to develop insights
  • Assess operational process and implement improvements as necessary

The ideal Business Performance and Reporting Senior Manager should have the following skills, education and experience:

  • At least 5-7 years experience in a strategy/finance/data or analytics role within the Financial Services industry
  • Wealth or financial Planning industry experience or knowledge is required
  • Staff management experience
  • Key skills include business partnering and delivering and presenting complex information to senior stakeholders
  • Highly analytical and Advanced Excel skills, MS Access, Tableau

Please contact Gail Cunningham on (02) 82151086 or for more information.


Performance Reporting, Financial Planning, Business Intelligence, Data Analytics



educational requirements

Bachelor Degree