Manager - Financial Planning

Steadfast Group Limited; Sydney; On-site; AUD 140,000 - 190,000; Full time

Job summary

Steadfast Group Limited is seeking a Senior Manager - Financial Planning & Analysis to drive planning, forecasting, performance reporting and strategic analysis across the Group. You will partner with senior leaders to translate data into actionable insights and support sustainable growth.

Reporting to the Head of FP&A, you will influence investment decisions, challenge assumptions, and lead the development of planning frameworks, models and governance across a complex organisation.

Qualifications

• Significant experience in Financial Planning & Analysis and commercial/strategic finance.
• Ability to partner with senior leaders and influence decisions with data-driven insights.
• Advanced financial modelling, forecasting and scenario planning capabilities.

Responsibilities

• Lead budgeting, rolling forecasts and long-range planning.
• Develop and maintain financial models and business cases.
• Prepare Board, Exec and investor-level reporting and presentations.
• Provide trusted financial guidance and strategic insights to leaders across the Group.

Skills

FP&A experience

Stakeholder influence

Financial modelling

Forecasting

Board reporting

Communication

Automation

Ownership & accountability

Education

Finance/Accounting/Commerce degree

CA/CPA or equivalent

Job description

Life at Steadfast

Steadfast is built on a simple belief: none of us are as good as all of us. It shapes how we work, how we support our brokers and partners, and how we show up for each other every day.

Introduction

Steadfast is built on a simple belief: none of us are as good as all of us. It shapes how we work, how we support our brokers and partners, and how we show up for each other every day.

Our Together values guide everything we do, we listen, we collaborate, we include, and we back each other to succeed. As Australia’s largest general insurance broker network, we help businesses and communities feel supported, protected and confident in the moments that matter. When you join Steadfast, you become part of a team where your ideas are welcomed, your wellbeing matters, and your growth is genuinely encouraged.

Your New Role at Steadfast

We are looking for a Senior Manager - Financial Planning & Analysis who enjoys solving complex business challenges, turning data into meaningful insights, and influencing strategic decision-making. This role is ideal for someone who brings strong commercial acumen, curiosity, and a collaborative mindset, while enjoying the opportunity to partner with senior leaders across a diverse and growing organisation.

Reporting to the Head of FP&A, you will work closely with the Executive Leadership Team, Group Finance, subsidiary finance leaders, and cross-functional stakeholders to drive financial planning, forecasting, performance management and strategic analysis across the Group. Your ability to translate complexity into clarity, challenge assumptions constructively, and provide trusted financial advice will be critical in helping the business make informed decisions and achieve sustainable growth.

What Your Days May Look Like

You may begin your day reviewing the latest financial performance results, identifying key trends and preparing insights for upcoming Executive Leadership Team discussions. You could then be partnering with business leaders to challenge assumptions, refine forecasts and ensure investment decisions are supported by sound financial analysis.

By midday, you might be developing financial models, evaluating strategic initiatives, or preparing Board-level reporting that highlights business performance, emerging risks and growth opportunities. In the afternoon, you could be collaborating with finance leaders across the Group to improve planning processes, enhance forecasting capability, and strengthen financial discipline.

No two days look the same, but every day you will play a key role in helping shape the financial direction of one of Australia’s leading insurance groups.

The Work You Will Lead and Shape

• Create: Build and enhance planning frameworks, forecasting models, reporting tools and financial insights that support business performance
• Collaborate: Partner with Executive Leadership Team members, finance leaders and business stakeholders across the Group
• Challenge: Test assumptions, identify risks and opportunities, and provide recommendations that support better decision-making
• Deliver: Lead key planning, forecasting, performance reporting and strategic analysis activities from concept through to outcome
• Support: Provide trusted financial guidance and commercial insights to leaders across the organisation
• Influence: Shape strategic initiatives, investment decisions and long-term planning through high-quality financial analysis

You may also:

• Lead annual budgeting, rolling forecasts and long-range planning processes
• Develop financial models, scenario analysis and business case evaluations
• Prepare Board, Executive and investor-level reporting and presentations
• Maintain governance frameworks, planning assumptions and FP&A methodologies
• Drive improvements in forecast accuracy, reporting quality and financial transparency
• Mentor and support capability uplift across the FP&A function

What You Will Bring

• Significant experience in Financial Planning & Analysis, commercial finance or strategic finance roles within complex organisations
• Proven ability to partner with senior leaders and influence decision-making through data-driven insights
• Advanced financial modelling, forecasting and scenario planning capability
• Strong analytical and problem-solving skills with the ability to identify key business drivers and trends
• Experience preparing executive and Board-level reporting and presentations
• Exceptional communication and stakeholder engagement skills, with the ability to translate complex financial information into clear and actionable insights
• A continuous improvement mindset with a focus on process optimisation, automation and efficiency
• High levels of ownership, accountability and sound commercial judgement
• Relevant tertiary qualifications in Finance, Accounting, Commerce or a related discipline
• CA, CPA or equivalent professional qualification preferred

Why Steadfast?

You will join a team that genuinely believes we are stronger together. You will be supported by leaders who want you to grow, colleagues who value your perspective, and a culture built on respect, inclusion and shared success. Here, your contribution matters and your voice is heard.

Our benefits program is built to support you through the moments that matter most, whether you're at work, at home, or anywhere life takes you. This includes generous leave entitlements, flexible work options, wellbeing resources, an employee assistance program and a range of insurance offerings that help you feel supported and protected. You will also have access to meaningful learning and development opportunities that help you build capability, explore new ideas and grow your career with confidence.

Most importantly, you will be joining a workplace where people feel safe to be themselves. We welcome applications from people of all backgrounds, identities and experiences because we know that when we bring different perspectives together, we do our best work and create a place where everyone can thrive.

Recruitment Privacy Collection Notice

Steadfast Group Limited and the Steadfast entity recruiting for this role (“we/us”) collect your personal information to assess your application, communicate with you, conduct police checks (for all hires) and other role-specific checks where relevant and lawful, and if successful, progress onboarding. If you do not provide requested information, we may not be able to progress your application.

If your application is unsuccessful, we may keep your details and contact you about future opportunities unless you opt out; you can opt out at any time by contacting [e-mail].

We may share information with Steadfast related entities and service providers supporting recruitment (e.g., screening/verification providers, agencies, and technology providers). Information may be stored or processed in Australia, New Zealand, Singapore and the Philippines (which may change over time).

For more information, see:

Full notice: https://steadfast.elmotalent.com.au/careers/default/pages/termsandconditions

Privacy Policy: https://www.steadfast.com.au/privacy-policy

For privacy access/correction requests or complaints contact the Privacy Officer at [e-mail] or [phone].

If you require any accommodations during the interview process, please let us know by speaking with us directly or emailing [e-mail].