Financial Planning and Analysis Manager

Overview

Our client is an expanding fintech company with a robust foothold in the Australian market. Operating in a technology-driven setting, the organisation prioritizes innovative customer solutions within a rapidly shifting sector. With steady growth and continued investment, they seek to enhance their finance team by recruiting a seasoned Financial Planning and Analysis (FP&A) Manager.

Position Summary

The FP&A Manager will be instrumental in guiding financial planning, evaluating performance, and supporting commercial decision-making across the business. This broad role suits a professional who values collaboration with stakeholders, comprehends business dynamics, and converts financial information into actionable insights. The position also offers engagement with senior leadership and a chance to influence the finance department's ongoing development.

Key Duties

• Oversee and direct the annual budgeting and forecasting cycles.
• Compile monthly management reports and analyze performance metrics.
• Compare actual financial outcomes to budgets and forecasts, highlighting variances.
• Design, update, and maintain complex financial models and forecasting tools.
• Deliver insightful financial commentary to senior executives and stakeholders.
• Collaborate with critical business areas to grasp performance and financial drivers.
• Assist with both business planning and long-term financial forecasting activities.
• Prepare detailed financial analyses and develop business cases supporting investment and strategic initiatives.
• Establish and monitor key financial and operational performance indicators.
• Detect market trends, risks, and opportunities, and communicate these findings effectively to management.
• Enhance existing processes related to reporting, forecasting, and FP&A functions.
• Contribute to financial modelling supporting new projects and business opportunities.
• Provide support for ad hoc commercial analyses and strategic projects as needed.

Candidate Profile

• Holds a CA/CPA credential or an equivalent qualification.
• Demonstrates experience in FP&A, commercial finance, or financial analysis roles.
• Has worked previously within technology, fintech, or rapidly growing business environments (preferred).
• Possesses advanced skills in financial modelling and forecasting.
• Exhibits proficiency with Microsoft Excel at an advanced level.
• Strong analytical and problem-solving abilities.
• Excellent communication and stakeholder engagement prowess.
• Ability to simplify and translate complex financial data into clear, practical commercial insights.
• Proactive and commercially-focused mindset.
• Meticulous attention to detail with the skill to manage multiple priorities effectively.

Additional Advantages

• Experience managing financial systems, using reporting tools, data visualization, or driving process improvements.

Opportunity Highlights

This role represents an excellent chance for an FP&A expert to join a dynamic fintech company, assuming a comprehensive commercial finance role. It allows for close collaboration with senior leaders, influencing organizational decisions, and helping evolve the financial planning and reporting capabilities within the enterprise.