Skip to main content
Five people looking at laptops and tablets at conference table

Financial Planning & Analysis Lead

  • Sydney, New South Wales
  • R-104327
  • Finance Staff
  • Full Time
  • Added

Why work with Assurant?

Everyone at Assurant, no matter their role, their skills, or where they’re located around the world is united by our uncompromising values and culture. You’ll bring innovative thought, and a passion for exceptional customer & client partnering to everything you do. 

With more than 100 years industry expertise, we are trusted by over 300 million consumers worldwide and, Assurant supports global businesses that are advancing the connected world for their customers, making technology more accessible and eco-friendly.

When you join Assurant you will be part of a community that cares. A fun, diverse and supportive team culture will see you challenge yourself and motivate you to think out of the box.

Some of the benefits you'll get working at Assurant include:

  • A cultural day off to celebrate what’s important to you
  • International and Local mentoring programs
  • Discounted Employee Share Purchase Program
  • Diversity panels and employee resource groups
  • 6 weeks company paid parental leave including superannuation contributions while on unpaid leave
  • Development programs & LinkedIn learning courses as well as study grants and support for higher education
  • Hybrid work model - 2 days onsite, 3 days remote
  • Novated vehicle leasing
  • Volunteering opportunities to give back to a cause that is important to you 

What's the role about?

This role will be responsible for supporting key stakeholders on financial planning, understanding business performance and decision making. The role will also support the Finance team producing robust financial reports and forecasts.

  • Drive material enhancement in the efficiency and quality of insights in financial / operational forecasting for the Australian business i.e. Telstra, Assurant Services Australia (ASA) + Alegre
  • Develop forecasting models and reporting tools using SQL, SAS, Microsoft BI or other similar tools
  • Develop analytical reporting that supports the business to make better, more timely decisions
  • Evaluate and implement best in class forecasting and reporting tools and techniques – visualization, analytics, natural language queries
  • Annual budgeting, quarterly forecasting, monthly Outlook and partnering with Finance leads to facilitate local monthly reporting and analysis into an APAC level report, and share business performance and insights with Country Heads
  • Rolling FY reporting, provision of actionable insights highlighting trends, opportunities, potential and coming headwinds, and potential courses of action to Country Heads across APAC
  • Development of financial reporting dashboards, analysis, and presentation of insights and alternative strategies to support business decisioning
  • Segment analysis on Assurant clients and customers, variance causation, priorities, and proposal of actions to remedy
  • Preparation of monthly management reporting for Functional heads, expense analysis, overruns, and recommendation of appropriate controls to mitigate
  • Facilitating discussion of financial plans and targets with functional heads, and supporting the development of localized planning and strategies to achieve budget
  • Partner with the Actuary and BI team’s to provide financial modelling for new business and acquisition
  • Work closely with Finance leads to support delivery of Assurant corporate actions such as capital injections and variance analysis

Does this sound like you?

  • Qualified CA/CPA Accountant
  • 8 years of Management Accounting experience, preferably in the Insurance and/or Telecommunications Industry
  • US GAAP experience
  • Strong communication skills with the ability to position messages effectively with Functional Heads, and business stakeholders across APAC
  • Able to articulate complex financial information, trends, and reports and communicate in simple terms that inform strategy and business decisions
  • Experience in managing forecasts and budgets
  • Proficiency with Business Intelligence and analytics tools  
  • Experienced in managing large amounts of financial data from multiple sources and systems, bringing together in useful insights and dashboards
  • Experienced user of Microsoft product suites.  Knowledge and use of EPA and Sun Systems preferred
  • Ability to communicate and adapt to cultural norms of the local team
  • Exceptional honesty, integrity, and alignment to the Assurant values and ways of working

If this sounds like you, please click the link to apply.

Submit your resume accompanied by a cover letter detailing your experiences and suitability for the role. The successful applicant will be subject to relevant background checks such as reference checks and a police check.

At Assurant, we celebrate the differences that make us who we are. By assembling extraordinary teams from a variety of races, religions, sexual orientations, gender identities, ages, experiences, and abilities, we’re able to better reflect the global communities where we live and work. By working to remove barriers, we ensure equity for everyone. The pursuit of inclusion rests with each of us. Because it’s only by listening to and representing the unique voices of every individual that we can innovate for all.

For further information about Assurant, please visit our website at

Any posted pay range considers a wide range of compensation factors, including candidate background, experience, and work location, while also allowing for salary growth within the position.

Helping People Thrive in a Connected World
Connect with us. Bring us your best work and your brightest ideas. And we’ll bring you a place where you can thrive. Learn more at

For U.S. benefit information, visit For benefit information outside the U.S., please speak with your recruiter.

What’s the culture like at Assurant?
Our unique culture is a big reason why talented people choose Assurant. Named a Best/Great Place to Work in 13 countries and awarded the Fortune America’s Most Innovative Companies recognition in 2023, we bring together top talent around the world. Although we have a wide variety of skills and experiences, we share common characteristics that are uniquely Assurant. A passion for service. An ability to innovate in practical ways. And a willingness to take chances. We call our culture The Assurant Way.

Company Overview
Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products.

Equal Opportunity Statement
Assurant is an Equal Employment Opportunity employer and does not use or consider race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law in employment decisions.

Join Our Talent Community

Connect with us. Introduce yourself, and we'll get in touch if there's a role that seems like a good match.

Join Now