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Financial Planning Evaluations Analyst

WesTrac -
Tomago NSW

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Job Details

Full-time
12 days ago

Benefits

Parental leave
Employee assistance program
Referral program
Salary packaging
Insurance services

Qualifications

Financial planning
Microsoft Excel
SAP
ERP systems
AI
Business
Communication skills
Analytics

Full Job Description

Posted Date: 8 Jul 2026

Location:
Tomago, NSW, AU

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About the Opportunity

Tomago, NSW | Full-time

Join a high-performing finance team supporting one of Australia’s leading industrial businesses as a Financial Planning & Evaluation Analyst. In this commercially focused role, you’ll play a key part in shaping strategic decision-making and driving business performance within a complex, fast-paced environment, working closely with senior leaders and operational stakeholders.

Reporting to the Finance Manager (NSW), you will deliver high-quality financial planning, forecasting and analytical insights across the business. Acting as a true business partner, you’ll translate data into meaningful insights, support strategic initiatives, and contribute to continuous improvement across both financial and operational performance.

Key responsibilities

Lead budgeting, forecasting and medium-term planning processes
Provide commercial insights and decision support to senior stakeholders and ELT
Develop and maintain financial models across scenarios (Excel, SAP/Oracle)
Analyse financial and operational performance to identify key drivers, risks and opportunities
Partner with cross-functional teams and present insights at forums including Integrated Business Reviews (IBR)
Drive continuous improvement, process optimisation and advancement of analytics/BI capabilities

Skills and Experience

CA/CPA qualified with a degree in Commerce or similar, with 5–8+ years’ experience in financial planning, analysis or business partnering
Proven experience working within large, complex organisations
Advanced Excel and financial modelling capability, with strong ERP exposure (SAP/Oracle highly regarded)
Ability to manage, analyse and interpret large, complex data sets to drive insights
Excellent communication and stakeholder management skills, with the ability to influence outcomes
A proactive, curious mindset with a strong focus on continuous improvement and driving business performance
Demonstrated experience with AI tools desirable.

Why WesTrac?

At WesTrac, we’re Made for More—more opportunity, more growth, and more impact. With a team of over 4,500 people nationally, we’re united by our care for each other, our passion for building a better tomorrow, and our commitment to continual evolution.

We invest heavily in your development, offering access to our in‑house RTO(50737), dedicated learning pathways, and hands‑on experience with the latest Cat® technology and future‑focused capabilities. As one of the world’s largest authorised Cat® dealers, you’ll be part of an industry leader shaping what’s next in mining and construction.

What we offer

Financial Benefits - Paid Parental Leave & Secondary Carers Leave, Salary Sacrificing, Novated Leasing, Income Protection Insurance & more than 600 retail discounts, such as, Coles, Petbarn, Virgin, HOYTS & Crown. Purchased leave program and RDO options available.
Health & Wellness – Discounted Health Insurance, Fitness Passport to access multiple gyms across Australia & EAP access to support you and your immediate family.
Culture & Career - Personal and Team Recognition (Made for More awards), Internal Career Progression, Training & Flexibility through our award-winning WesTrac Institute
Employee Referral Program - Opportunity to receive a referral bonus for applicable roles
Additional Perks – Free parking, onsite café, bootcamp and yoga available at certain locations

If you believe you have the skills and experience to succeed in this role, please submit your resume for consideration via the link. For further information regarding this role, please contact NSW Recruitment on 1300 797 028 and quote job #5890.

Please note: WesTrac may commence shortlisting and interviewing candidates prior to the closing date and reserves the right to withdraw this advertisement earlier if a suitable candidate is appointed. Successful applicants will be required to complete a satisfactory National Criminal History Check & Medical as part of the recruitment process.

At WesTrac, our primary focus is our people. As we look to the future, we’re focused on harnessing the best talent and providing them with the support they need to achieve success. WesTrac is a member of the Diversity Council of Australia and recognise the value of and strongly support the principles of equal employment opportunities in the workplace and are committed to continue to build our workplace culture.

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At WesTrac, our primary focus is our people. As we look to the future, we’re focused on harnessing the best talent and providing them with the support they need to achieve success.

WesTrac is a member of the Diversity Council of Australia and recognises the value of and strongly support the principles of equal employment opportunities in the workplace, and we are committed to achieving a diverse and engaged workforce. We are an equal opportunity employer and encourage applications from female, Aboriginal and Torres Strait Island candidates.

WesTrac is an endorsed employer for women via WORK180 - who have reviewed our policies, processes, and initiatives to certify that we are an organisation that supports diversity, inclusion and equality.

Apply Now

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