Australia and New Zealand
Job Categories

Financial Planning & Analysis Manager - Personal Banking


An exciting opportunity has opened in our Retail Banking Finance team. You’ll join our team as a Financial Planning and Analysis Manager where you will be focused on the personal banking side of the business and be based in our office in Barangaroo. The business has seen significant growth in this channel, providing you with the opportunity to engage directly with senior stakeholders by providing valuable insights and analysis to help drive optimal performance.  

You will be responsible for the following: 

  • Reviewing, challenging, and reporting financial results within our Banking and Financial Services division
  • driving, designing, and delivering on targeted analysis that gives meaningful insights into business performance
  • driving and implementing Finance process efficiencies and operational excellence
  • partnering with key stakeholders on business-driven initiatives providing finance expertise and acting as the finance data subject matter expert for the area you support.  

Your technical skills and qualifications will include a tertiary degree in Accounting or similar, a CA/CPA/CIMA qualification is essential, coupled with previous post qualified experience in financial services preferably within a retail banking environment, but not essential. You will be a confident performer who has a background in accounting, finance, with the ability to build strong business relationships and business partner across a broad group including personal banking channel lines, product pricing, and COO teams, with a strong interest in maintaining a career in financial services.  

Finally, you will:

  • be curious, always asking, “What’s new,” and “How can we do this better”
  • be generous with your knowledge, time, and feedback
  • be bold, seeing challenges as opportunities that can be overcome as a team
  • have tertiary qualifications in Accounting or Finance
  • have exceptional communication skills
  • have the ability to influence senior stakeholders.

We are passionate about diversity and inclusion and empower our staff to aim for excellence in everything we do. We believe that flexibility is a key driver to our people’s success and welcome the opportunity to discuss what flexibility means to you.

If you are a passionate, well rounded Finance professional who has strong advisory skills, we are keen to hear from you. Join the #1 digital bank and enjoy working in our modern offices in Barangaroo! Please apply directly to be considered for this position.

About Banking and Financial Services

Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients. 

Our commitment to Diversity and Inclusion 

Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different. At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team. 

About Macquarie

A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.

Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 16,300+ employees and offices in 31 markets around the world, we’re a truly global organisation.

You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

Find out more at

Job no: BFS-957610
Work type: Permanent - Full time
Location: Sydney
Category: Mid-senior, Mid-level, Accounting & Finance
Group: Banking and Financial Services
Division: BFS Central & Operations
Recruiter: Sam Condon
Opening Date: