Financial Modeling Analyst (FP&A)
About the role
We have an exciting opportunity for a Financial Modelling Analyst to join our Finance team at Craigs. Reporting into the Head of Financial Planning and Analysis, this is a permanent full-time position, based either at our Head Office in Tauranga or in Auckland. The Financial Modelling Analyst, is a specialist role within the FP&A team, focused on developing and owning sophisticated financial models that underpin Craigs’ long-range planning and strategic decision-making.
The main responsibilities include:
- Coordinate inputs to the 5 Year Forecast leveraging the Workday Adaptive Planning system, this will include ongoing development and improvements to the long-term planning model.
- Creation of sophisticated financial models to provide projections and scenario outputs supporting strategic decisions, business performance, and growth opportunities e.g. pricing analysis, commission initiatives, profitability optimisation.
- Assistance in preparation of annual operating and capital budgets and rolling forecasts where required
- Maintain and continuously improve the integrity, structure, and documentation of all BAU models, ensuring they are auditable, scalable, and fit for executive-level use
- Contribute to projects or continuous improvement initiatives within the FP&A or wider finance team.
- Operate within the parameters of the NZX rules and regulations, relevant legislation and CIP procedures and policies.
About you
This role will suit a finance professional who enjoys working in a fast-paced environment in a collaborative team. The successful candidate will be confident, have good analytical and organisation skills, and is great at building relationships with key stakeholders. Suitable candidates will have relevant experience in a similar role, and possess the following:
- Minimum of five years’ experience in a commercial finance, corporate finance, or FP&A role, with a focus on financial modelling.
- Tertiary qualification in finance, accounting, economics, or a related business discipline
- Chartered Accountant (CA) desirable
- Experience in a specialist Valuations, M&A, or Corporate Finance team at a NZ Big Four or investment bank
- Advanced Microsoft Excel skills with a strong emphasis on financial modelling, including scenarios, sensitivity analysis, and clean, auditable model architecture.
- Ability to communicate at all levels of the organisation
- High level of accuracy and attention to detail.
Benefits
- Comprehensive Health Insurance
- Craigs Community / Volunteer Day
- Additional week of leave (conditions apply)
- Other leave (such as sick, bereavement, and family violence leave) from first day of employment
- Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers
- Long Service Leave
- Annual Health Check and flu vaccinations
- Flexible work options
- Savings benefits and preferential insurance rates
About the Company
Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.
Why Craigs?
We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
- We are stronger together
- We strive for excellence
- We put people first
- We do what’s right
If you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careers
How to apply
If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.
Applications for this role will take you to the advertisers site.
