Director, Group Fp&A

Coates Group; Sydney; On-site; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Annual market-competitive bonus

Thrive Program: flexible work options

Wellbeing initiatives (health, virtual

Give Back Day

Job summary

Coates Group is seeking an experienced Group FP&A leader to own the planning and forecasting cycle, consolidate group-wide performance, and deliver board-ready reporting. You will drive forecast governance, 18-month planning, and a three-statement model, while building the FP&A capability across the organisation.

The role partners with CFO and Group Accounting to improve data quality, controls and automation, and lead a high-performing FP&A team across regions.

Qualifications

• Degree qualification in Finance, Accounting, Commerce, Economics, Business, or related discipline.
• CPA, CA, CFA, or equivalent professional qualification preferred.
• MBA or postgraduate business qualification desirable.

Responsibilities

• Own the Group planning and forecasting cycle, including the annual budget, rolling forecast, long range plan and the Group planning calendar.
• Consolidate segment submissions into a single Group view of revenue, margin, EBITDA, cash and headcount, and challenge assumptions before they reach the CFO and SLT.
• Own delivery of the monthly SLT and Board reporting pack, including variance bridges, KPI commentary, executive insight and the consolidated risks and opportunities position.
• Set and govern Group planning standards, definitions, hierarchies, mappings, version control and sign off points so there is one version of the truth across segments.
• Lead the Group forecast governance framework, including assumption logs, forecast bridges, scenario design and the risks and opportunities process.
• Drive measurable improvement in forecast accuracy, reliability, timeliness and frequency, including the move to an 18 month rolling forecast and a three statement view.
• Own the Workday Adaptive Planning model architecture and roadmap, including model design, self service reporting, OfficeConnect, workflow, access controls and data integrity.
• Build the financial foundations for Sales & Operations Planning (S&OP) integration, connecting demand, supply, capacity and workforce plans to the financial forecast as the business matures.
• Lead and develop the Group FP&A team, and set the standard, ways of working and capability uplift for Segment FP&A leaders through the hub and spoke operating model.
• Partner with Group Accounting, BTS, Data and P&C to improve data quality, controls and automation across the FP&A process, reducing manual effort and reliance on spreadsheets.
• Support the CFO and General Manager, Group Finance on capital allocation, investment cases, transformation economics and enterprise wide financial analysis.

Education

Degree qualification in Finance, Accounting, Commerce, Economics, Business, or related discipline.

CPA, CA, CFA, or equivalent professional qualification

MBA or postgraduate business qualification desirable

Tools

Workday Adaptive Planning

OfficeConnect

Job description

Key responsibilities for the role

• Own the Group planning and forecasting cycle, including the annual budget, rolling forecast, long range plan and the Group planning calendar.
• Consolidate segment submissions into a single Group view of revenue, margin, EBITDA, cash and headcount, and challenge assumptions before they reach the CFO and SLT.
• Own delivery of the monthly SLT and Board reporting pack, including variance bridges, KPI commentary, executive insight and the consolidated risks and opportunities position.
• Set and govern Group planning standards, definitions, hierarchies, mappings, version control and sign off points so there is one version of the truth across segments.
• Lead the Group forecast governance framework, including assumption logs, forecast bridges, scenario design and the risks and opportunities process.
• Drive measurable improvement in forecast accuracy, reliability, timeliness and frequency, including the move to an 18 month rolling forecast and a three statement view.
• Own the Workday Adaptive Planning model architecture and roadmap, including model design, self service reporting, OfficeConnect, workflow, access controls and data integrity.
• Build the financial foundations for Sales & Operations Planning (S&OP) integration, connecting demand, supply, capacity and workforce plans to the financial forecast as the business matures.
• Lead and develop the Group FP&A team, and set the standard, ways of working and capability uplift for Segment FP&A leaders through the hub and spoke operating model.
• Partner with Group Accounting, BTS, Data and P&C to improve data quality, controls and automation across the FP&A process, reducing manual effort and reliance on spreadsheets.
• Support the CFO and General Manager, Group Finance on capital allocation, investment cases, transformation economics and enterprise wide financial analysis.

Qualifications and experience

Qualifications

• Degree qualification in Finance, Accounting, Commerce, Economics, Business, or related discipline.
• CPA, CA, CFA, or equivalent professional qualification preferred.
• MBA or postgraduate business qualification desirable.

Experience

• 5+ years’ experience in FP&A, commercial finance or business performance roles within complex, multinational organisations.
• Proven experience owning group level budgeting, forecasting, long range planning and consolidated management reporting.
• Demonstrated experience preparing and presenting SLT and Board level reporting, and partnering with executive stakeholders.
• Hands on experience with enterprise planning systems. Workday Adaptive Planning experience is highly beneficial, including model design, cube and modelled sheets, OfficeConnect, integrations and access controls.
• Experience leading finance transformation, planning system implementation and process standardisation across multiple regions and matrixed organisations.
• Exposure to S&OP or integrated business planning, connecting demand, supply, capacity and workforce plans to the financial forecast, is desirable.
• Experience leading, coaching and developing finance teams, including indirect and matrixed teams.

Join a Crew that Cares

Be part of a global team of talented, ambitious, creative people that value integrity, individuality and inclusivity. (Ask us about our Equality + Empowerment Initiatives).

The benefits include an annual market competitive bonus program and our “Thrive Program” which includes a suite of flexible work options because we’re strong believers that you should never miss an important life or work moment. Thrive also provides dedicated time to prioritize our health and wellbeing (think virtual Yoga or meditation sessions), a Global Wellness paid day off to recharge as well as a “Give Back Day” to allow our Crew an opportunity to make an impact in the community.