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About the Role

A leading financial institution in Sydney is seeking a Business Planning Analyst to support the development and execution of strategic initiatives that drive sustainable business growth, operational efficiency, and organisational capability across Oceania. This role offers you the opportunity to be at the heart of cross-functional collaboration, working closely with regional offices and internal stakeholders to enhance business performance through data-driven insights, process improvements, and strategy planning and leading. You will play a pivotal part in coordinating key business activities, managing KPIs, and supporting high-impact projects that shape the future of the organisation. The position provides exposure to a wide range of business functions, giving you the opportunities to build strong professional relationships and contribute meaningfully to both local and regional objectives. Flexible working opportunities, generous training programmes, and supportive leadership are just some of the benefits you can expect as you grow your career in this dynamic environment.

Responsibilities

Support business planning activities by monitoring performance metrics such as KPIs and Balanced Scorecards (BSC), ensuring accurate reporting and governance across multiple functions.
Support RMs and Sector Managers leading strategic planning, market analysis, data management, and the development of internal frameworks and policies to drive sustainable business growth and effective business operations.
Coordinate communication between management teams, business sectors, regional offices, and support functions to facilitate effective stakeholder engagement and alignment on strategic objectives.
Prepare comprehensive management reports, presentations, meeting materials, and business documentation while supporting both Regional Office and Head Office reporting requirements.
Conduct detailed business analysis to develop management frameworks, operational processes, business tools, and administrative activities that enhance organisational effectiveness.
Perform data analysis for KPI/BSC management by maintaining dashboards and analytical materials that inform decision-making and track progress against strategic initiatives.
Monitor ongoing projects and key business plans by providing timely insights and reporting to ensure intended outcomes are achieved.
Coordinate data collection processes across various sectors to identify opportunities for improving operational efficiency and business effectiveness.
Act as a liaison with regional offices, Head Office, and internal stakeholders to support information sharing, reporting requirements, and collaborative business initiatives.
Build effective working relationships with regional partners and other stakeholders to facilitate successful delivery of business objectives through coordinated communications.
Organise stakeholder engagement activities including seminars, networking events, and other promotional initiatives by managing event administration and communication.

Requirements

Demonstrated understanding of banking operations combined with experience in business planning processes including KPI management and reporting responsibilities.
Advanced analytical skills supported by proficiency in Excel for data manipulation as well as PowerPoint for creating impactful presentations.
Ability to analyse complex datasets effectively—identifying issues or opportunities—and provide actionable insights that support sound business decisions.
Strong time management capabilities enabling you to handle multiple tasks simultaneously while responding promptly to stakeholder requests within tight deadlines.
Excellent communication skills paired with proven stakeholder management abilities allowing you to collaborate seamlessly across functions or regions.
Interpersonal strengths including coordination skills for building relationships with internal/external partners plus presentation skills for conveying information clearly.
Proactive approach coupled with self-motivation; you demonstrate ownership over your work while maintaining high standards of accuracy.
Detail-oriented mindset ensuring meticulous organisation when managing competing priorities or large volumes of information.
Capacity to work independently as well as collaboratively within a team setting—adapting quickly in fast-paced environments without compromising quality.
Undergraduate qualification in Economics, Finance, Accounting or Law; Chartered Accountant/Chartered Financial Analyst/MBA qualifications are highly regarded; 3+ years’ experience in Corporate Finance or Chartered Accounting is desirable but not essential.

Skills

Advanced Excel
PowerPoint
Data analysis
Stakeholder management
Communication
Interpersonal skills
Coordination
Presentation skills
KPI management
Balanced Scorecard (BSC) methodologies

Location

Sydney

Work Type

Flexible working opportunities

Experience Level

3+ years’ experience in Corporate Finance or Chartered Accounting is desirable but not essential

Education Level

Undergraduate qualification in Economics, Finance, Accounting or Law
Chartered Accountant/Chartered Financial Analyst/MBA qualifications are highly regarded

Benefits

Flexible working opportunities
Generous training programmes
Supportive leadership

About the Company

Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading financial groups with 150,000 colleagues globally.
The company's values include building long-term relationships, serving society, and fostering shared and sustainable growth.
MUFG's vision is to be the world's most trusted financial group.
The company culture prioritizes people, new and diverse ideas, and collaboration for innovation, speed, and agility.
MUFG invests in talent, technologies, and tools to empower employee careers.
The organisation fosters an inclusive workplace culture where collaboration is valued.
Employees benefit from flexible working arrangements.
Generous training programmes ensure continuous learning opportunities.
Leadership encourages talent nurturing through feedback and mentoring.
The company promotes communal success via cross-functional teamwork on high-impact projects.
MUFG focuses on sustainable growth driven by digital transformation initiatives, blending cutting-edge technologies with traditional financial practices.
The company is a place for those who value being part of a knowledgeable team committed to achieving targets and sharing successes.

Equal Opportunity

Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer.
MUFG views employees as key assets fundamental to long-term growth and success.
MUFG is committed to hiring based on merit and organisational fit, regardless of race, religion or gender.