FP&A Senior Manager - Strategic Projects

Findex; Melbourne; Hybrid; AUD 180,000 - 240,000; Full time

Job summary

Findex is seeking an FP&A Senior Manager – Strategic Projects to redesign revenue, margin and cost forecasting for the PS&A division. You will lead a Forecasting Centre of Excellence, owning methodologies and tools, and embed them across Wealth Management, Audit, Advisory & Consulting, and Accounting & Tax.

The role is based in Melbourne or Sydney, reporting to the FP&A Lead, PS&A. You will develop driver-based models, forward-looking analytics, and automation initiatives with the BI team,

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics or a quantitative discipline; CPA or CA qualified (essential).
• At least 8 years’ experience in FP&A, financial modelling or management accounting in a complex, multi-divisional environment.
• Advanced modelling skills with a track record of building models from the ground up.
• Experience redesigning or significantly improving forecasting methodologies, not just operating within them.
• Experience with large, complex datasets and applying automation or AI tools in FP&A.
• Strong understanding of how AI is changing professional services operating and revenue models.
• Clear communication, able to turn complex methodology into practical tools for non-specialist users.
• A collaborative, self-directed approach, comfortable working without a rigid brief.

Responsibilities

• Redesign revenue and margin forecasting frameworks for AI-augmented service delivery and value-based pricing.
• Challenge assumptions like billable hours, FTE capacity and recovery rates where AI is unreliable.
• Build and maintain driver-based models, margin bridges and scenario tools.
• Develop forward-looking analytics using leading indicators and operational metrics.
• Partner with BI to automate data flows and apply AI tools to modelling and reporting.
• Provide FP&A Managers with tools, templates and guidance for planning cycles.
• Support FP&A Lead with group budgeting/forecasting and special projects.
• Coach direct reports where applicable.

Skills

Advanced modelling

AI in FP&A

Forecasting methodologies

Communication

Collaboration

Self-directed

Education

Bachelor’s degree in Accounting, Finance, Economics or a quantitative discipline

CPA or CA qualified

Tools

Power BI

Workday Adaptive

Job description

FP&A Senior Manager - Strategic Projects

As FP&A Senior Manager – Strategic Projects, you will lead the redesign of how our Professional Services & Advice (PS&A) division forecasts revenue, margin and cost. The aim is to move away from traditional production and utilisation-based models toward ones that reflect how the business now operates.

You will run a Forecasting Centre of Excellence for PS&A FP&A. That means owning the methodology, frameworks and tools, then working with divisional FP&A Managers to embed them across Wealth Management, Audit, Advisory & Consulting, and Accounting & Tax. This is a specialist role, not a divisional business partnering role.

You will report to the FP&A Lead, PS&A and be based in Melbourne or Sydney.

What you will do

• Redesign revenue and margin forecasting frameworks for AI-augmented service delivery, value-based pricing and an evolving workforce mix.
• Challenge existing assumptions, such as billable hours, FTE capacity and recovery rates, where AI is making them unreliable.
• Build and maintain driver-based models, margin bridges and scenario and sensitivity tools.
• Develop forward-looking analytics using leading indicators, pipeline data and operational metrics.
• Partner with the Business Intelligence team to automate data flows and apply AI tools to modelling and reporting.
• Give divisional FP&A Managers the tools, templates and guidance to apply the new approach in their planning cycles.
• Support the FP&A Lead with group budgeting and forecasting, and with special projects.
• Coach any direct reports, where applicable.

About you

• A Bachelor’s degree in Accounting, Finance, Economics or a quantitative discipline, and CPA or CA qualified (essential).
• At least 8 years’ experience in FP&A, financial modelling or management accounting in a complex, multi-divisional environment.
• Advanced modelling skills, with a track record of building models from the ground up rather than relying on pre-built templates.
• Experience redesigning or significantly improving forecasting methodologies, not just operating within them.
• Experience with large, complex datasets, and with applying automation or AI tools in an FP&A context.
• A strong understanding of how AI is changing professional services operating and revenue models.
• Clear communication, able to turn complex methodology into practical tools for non-specialist users.
• A collaborative, self-directed approach, comfortable working without a rigid brief.

Advantageous:

• Power BI, Workday Adaptive or similar planning and reporting platforms, professional services experience, and exposure to finance transformation or change projects.

Our Impact: Why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For the Community

The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

For You

At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.

For our Customers

Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference.

For Diversity & Inclusion

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.