We have an exciting Resource Planning and Operational Reporting Specialist opportunity available within our Transition and Service team, under our Australian Financial Operations department.

Analysis & reporting of data will be an essential function using the planning and modelling tools; The role also involves operational reporting by illustrating and presenting the key information to the management team and stakeholders; Cross team collaboration and communication with the constant effort driving efficiency optimization is the key to success.  

The responsibilities will include:  

• Resource Forecasting - Analyse current and future resource needs based on current & projected work volumes through administration & contact centre
• Capacity Planning - Assess resource capacity and availability to meet workforce demands, adjusting plans as necessary.
• Reporting - Generate and present resource utilization reports and forecasts to stakeholder; provide operational reports on a regular basis to management team
• Collaboration and Communication - Work closely with Team Managers, staff, and department heads to understand resource requirements and constraints; Maintains and builds trusted relationships with key partners and stakeholders.
• Optimization - Identify areas for improvement in resource allocation and utilisation to enhance efficiency and support reducing costs.
• Database Management - Maintain and update resource management databases and tools to ensure accurate tracking of resources
• Training and Support - Provide guidance and training to team members on resource planning tools and processes.
• Assists in the day-to-day resource planning of the Operations team, including attendance & input to daily & weekly team meetings, following up with operational leaders and driving resource planning output.

What are we ideally looking for in a successful candidate? 

• At minimum 3 years’ experience in the financial service industry
• At minimum 5 years’ experience in Operations
• Demonstrable experience & track record of effectively managing resource planning, analysis & reporting
• Strong analytical and problem-solving skills.
• Strong experience in building relationships and dealing with key stakeholders and ability to work collaboratively across departments & teams
• Excellent communication and interpersonal skills
• Proficiency in resource management software and tools (e.g., Microsoft Project, Genesys, Enlighten, AOM systems)
• High level of self-awareness and emotional intelligence, possessing strong leadership, communication and influencing skills.
• Strong skills in prioritisation, organisational & attention to detail
• Previous experience working in a team responsible for delivering set KPI’s and SLA’s

Why should you join us?

• Be part of a highly successful global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.
• Be part of the start-up team in KL with the ability to have direct input and involvement in the processes towards the expected fast growth.
• Convenient office location in the city for commuters.
• A competitive salary and excellent benefits, including full comprehensive Health insurance, Life insurance, additional company leave days after your first 12 months, volunteer leave, sick days, referral bonuses, and more.
• A hybrid 3+2 model combining working from the office and from home.
• We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.