Process Analyst

Summary about this job

Detail information about job Process Analyst. Terms and conditions vacancy

Findex is Australasia's leading provider of integrated financial advisory and accounting services and has built a reputation for having strong and proven strategy, a thirst for innovation and a disruptive mindset.

At the cornerstone of this approach are four prominent and embedded beliefs; relationships and technology, holistic, continuous evolution, and a one best way process. It is an amalgamation of these beliefs which has positioned Findex as the pre-eminent, privately-owned thought leader in the financial advisory and accountancy space.

The breadth of offering under the Findex banner is fully diversified and 'best of breed', providing solutions across the entire financial services market, through brands including: 

• Crowe Horwath Australasia
• Centric Wealth
• Prescott Securities
• CIVIC Financial Planning
• Financial Index Wealth Accountants

We pride ourselves on a progressive, professional and rewarding environment, which is built on our strong culture.

The Role:

The Process Analyst plays a pivotal role in observing and analysing our processes and documentation for our Financial Planning service delivery function to determine and strategically reengineer these to incorporate efficiencies.

The role will support distilling large volumes of information and data into refined and purposeful documents that support the future delivery of frontline services. Success in this role is a cycle of continuous improvement that delivers incremental efficiencies.   

Specifically, you will:

• Contribute to the development of Service Delivery strategies, production of financial advice documents and associated documentation; 
• Work with stakeholders to understand and analyse solutions to business problems; 
• Use existing processes and templates to develop presentations, papers and briefing notes;  
• Prepare regular status reports and organise stand-up and progress update meetings; and
• Own and maintain the Strategy and Performance Work Schedule and Trello board.

You will be well suited to this role if you:

• Are forward thinking and enjoy solving challenging problems in a fast-paced environment;
• Have a clear understanding of financial data and analysis;
• Are a lateral thinking who is excited by working in cross functional, high performing teams; and
• A team player who will pick up any task to move the team closer to achieving their goals

It would be great if you have the following skills:

• Six Sigma qualified essential;
• Experience enhancing CRM systems;
• Proven experience preparing and presenting qualitative and quantitative analysis to inform decision making to a wide variety of stakeholders; 
• Outstanding written communication skills with proven experience preparing analyses, plans, briefing papers and reports;
• Strong interpersonal skills with an ability to form networks with a variety of key stakeholders across the business; 
• Experience with the Google Suite of products and with task-based systems like Trello is preferred;
• You will be able to digest and understand large quantities of information, and work across a wide variety of service functions at any one time; 
• Proficient in Excel; and
• Diploma Financial Planning or Tertiary qualifications in a business-related field like economics or commerce preferred but not essential.

Apply now – we’d love to hear from you.