Financial Planning and Investment Analyst

Job title : Financial Planning and Investment Analyst
Location : Melbourne
Job type : Permanent or Full Time
Contact name : Jessica Egan
Contact email : jegan@sharpandcarter.com.au
Job reference : 1588742
About the Company
Backed by a long-standing reputation in essential services, this organisation is a key player in Victoria’s infrastructure landscape. With a focus on innovation, sustainability, and investment in the future, they’re driving meaningful change while keeping communities connected and supported.

About the Role
Reporting to the Head of FP&A, this role is ideal for a commercially astute and analytically minded finance professional. You’ll take ownership of capital investment governance, support key investment committees, and play a critical role in annual budgeting and long-term planning processes across the group.
It’s a highly visible role, offering a rare blend of technical depth and strategic influence.
Key Responsibilities
  • Lead and refine the capital investment governance framework
  • Act as secretary to the Investment Committees—driving quality, clarity, and follow-through
  • Review and challenge business cases, investment models, and economic appraisals
  • Manage a group-wide budget consolidation model and contribute to the annual and long-term planning cycle
  • Collaborate with stakeholders across finance and operations to align planning and investment decisions
  • Prepare presentations and documentation for leadership, shareholders, and the board
About You
You’re commercially curious, detail-oriented, and a natural collaborator. You enjoy navigating both structured finance processes and broader strategic initiatives. You bring confidence in your communication, precision in your analysis, and a proactive approach to continuous improvement.
Skills & Experience
  • Degree in Finance, Commerce or Economics (CA/CPA advantageous but not essential)
  • Advanced Excel skills and experience with financial modelling or exposure to BI tools
  • Strong stakeholder presentation and engagement skills
  • At least 2 years’ experience in a finance, analyst, project governance or investment-focused role
  • Skilled at working with complex data sets and drawing out commercial insights
  • Collaborative mindset with a high level of initiative
What’s on Offer
  • Permanent opportunity in a future-focused, evolving organisation
  • Hybrid work model – 2 days WFH
  • Competitive salary + bonus
  • High-impact role with executive visibility
  • Supportive and inclusive team environment
  • Play a key role in driving large-scale investment decisions and planning
How to Apply
This role is being exclusively managed by Jessica Egan – Sharp and Carter. For a confidential discussion or to apply, please submit your resume via the link.
If you’re interested in other opportunities being represented by S&C please view our website www.sharpandcarter.com.au