Business Planning Analyst

Job Description

Planning Analyst | Mitsubishi UFJ Financial Group

The Tone:
This is a full-time role at Mitsubishi UFJ Financial Group, located in Sydney, NSW, Australia. The company is one of the world’s leading financial groups, with 150,000 colleagues globally, striving to make a difference for every client, organization, and community. MUFG stands for its values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world, with a vision to be the world’s most trusted financial group. This role supports the development and execution of strategic initiatives that drive sustainable business growth, operational efficiency, and organizational capability across Oceania. You will be central to cross-functional collaboration, working closely with regional offices and internal stakeholders to enhance business performance through data-driven insights, process improvements, and strategy planning. The position offers exposure to a wide range of business functions, providing opportunities to build professional relationships and contribute meaningfully to local and regional objectives.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Sydney, NSW, Australia
• Mission: To support the development and execution of strategic initiatives, driving sustainable business growth and operational efficiency across Oceania through data-driven insights and strategic planning.
• Tech Stack: Excel, PowerPoint

What You’ll Actually Do
• Performance Monitoring: Support business planning activities by monitoring key performance indicators (KPIs) and Balanced Scorecards (BSC), including maintaining dashboards and analytical materials, to ensure accurate reporting and track progress against strategic initiatives.
• Stakeholder Alignment: Coordinate communication between management teams, business sectors, regional offices, and support functions to facilitate effective stakeholder engagement and alignment on strategic objectives, including organizing seminars or networking events.
• Reporting & Insights: Prepare comprehensive management reports, presentations, meeting materials, and business documentation to support both Regional and Head Office reporting requirements and drive informed decision-making.
• Operational Enhancement: Conduct detailed business analysis to develop management frameworks, operational processes, business tools, and administrative activities, while also coordinating data collection to identify opportunities for improving operational efficiency and effectiveness.
• Cross-functional Collaboration: Act as a liaison with regional offices, Head Office, and internal stakeholders to support information sharing, reporting requirements, and collaborative business initiatives, building effective working relationships to facilitate successful delivery of objectives.

The Must-Haves
• Background: An undergraduate qualification in Economics, Finance, Accounting, or Law, combined with a demonstrated understanding of banking operations and business planning processes.
• Experience: Proven experience in roles involving banking operations or corporate finance, ideally with exposure to KPI management systems or Balanced Scorecard methodologies.
• Skills: Advanced analytical skills including proficiency in Excel for data manipulation and PowerPoint for impactful presentations; strong time management for handling multiple tasks and responding promptly to stakeholders; excellent communication and proven stakeholder management abilities; a proactive, self-motivated, and detail-oriented approach to work.
• Bonus: Chartered Accountant (CA), Chartered Financial Analyst (CFA), or MBA qualifications are highly regarded; 3+ years of experience in Corporate Finance or Chartered Accounting is desirable.