Senior Financial Analyst, FP&A, M&A and Automation

Tobin McClintock; Sydney; Sur place; AUD 120 000 - 190 000; Plein temps

Résumé du poste

Tobin McClintock is seeking a Senior Financial Analyst to drive FP&A, M&A and automation initiatives in Sydney. You will own budgeting, forecasting and monthly reporting, partnering with the CFO and leadership to provide decision-ready insights.

In a high-growth professional services environment, you will build integrated three-statement models, automate reporting, and analyse acquisitions with valuation, funding and return scenarios, while shaping planning processes and finance transformation.

Qualifications

• CA or CPA qualified with strong FP&A and management accounting experience.
• Advanced financial modelling including three-statement models.
• Tech-savvy with Excel, BI/planning tools and AI-enabled finance interest.

Responsabilités

• Own budgeting, forecasting, long-range planning and monthly reporting with insights.
• Build integrated three-statement models (P&L, balance sheet, cash flow).
• Lead redesign/automation of finance production using BI and AI tools.
• Provide commercial analysis for acquisitions: valuation, funding and returns.
• Standardise finance inputs for deal processes from DD to post-investment review.
• Collaborate with CFO, leaders and advisers as a trusted analytical voice.

Connaissances

CA/CPA qualification

Financial modelling

Excel + BI experience

Transaction analysis

Attention to detail

Executive communication

Formation

CA or CPA qualification

Outils

Power BI

Tableau

Workday Adaptive

Description du poste

Senior Financial Analyst, FP&A, M&A and Automation

A well-backed professional services group in an active buy-and-build phase is looking for a commercially minded, technology-forward Senior Financial Analyst to join its finance leadership team. The business is growing quickly, both organically and through a steady pipeline of bolt-on acquisitions, and needs a sharp analytical operator to raise the quality and speed of its planning, reporting and deal analysis.

This is a broad, high-impact individual-contributor role reporting to the CFO. It combines core FP&A with M&A/Corporate Development, and hands-on leadership of finance automation.

What you will do

• Own high-quality budgeting, forecasting, long-range planning and monthly management and Board reporting, with decision supporting insights.
• Build and maintain integrated three-statement models covering P&L, balance sheet, cash flow, liquidity, debt and covenants.
• Lead the redesign and automation of finance and management-accounting production, using BI, planning tools and AI-enabled solutions to cut manual effort and sharpen insight.
• Provide the commercial analysis behind acquisitions: valuation, normalised earnings, funding, returns, sensitivities and downside cases.
• Build and standardise the finance inputs to the deal process, from opportunity analysis and due-diligence findings through to completion and post-investment review.
• Partner with the CFO, business leaders and external advisers as a trusted analytical voice.

A well-backed professional services group in an active buy-and-build phase is looking for a commercially minded, technology-forward Senior Financial Analyst to join its finance leadership team. The business is growing quickly, both organically and through a steady pipeline of bolt-on acquisitions, and needs a sharp analytical operator to raise the quality and speed of its planning, reporting and deal analysis.

This is a broad, high-impact individual-contributor role reporting to the CFO. It combines core FP&A with M&A/Corporate Development, and hands-on leadership of finance automation.

What you will do

• Own high-quality budgeting, forecasting, long-range planning and monthly management and Board reporting, with decision supporting insights.
• Build and maintain integrated three-statement models covering P&L, balance sheet, cash flow, liquidity, debt and covenants.
• Lead the redesign and automation of finance and management-accounting production, using BI, planning tools and AI-enabled solutions to cut manual effort and sharpen insight.
• Provide the commercial analysis behind acquisitions: valuation, normalised earnings, funding, returns, sensitivities and downside cases.
• Build and standardise the finance inputs to the deal process, from opportunity analysis and due-diligence findings through to completion and post-investment review.
• Partner with the CFO, business leaders and external advisers as a trusted analytical voice.

What you will bring

• CA or CPA qualified, with strong FP&A, commercial finance and management-accounting experience.
• Advanced financial modelling, including integrated three-statement, cash flow, valuation and sensitivity work.
• A technology-forward mindset, with advanced Excel and hands-on experience with BI, planning or automation tools such as Power BI, Tableau, Workday Adaptive or similar, and curiosity about AI-enabled finance.
• Exposure to, or a genuine appetite for, transaction analysis and interpreting financial due diligence.
• Exceptional attention to detail, strong reconciliation discipline and the judgement to balance recurring deadlines with project and deal work.
• Clear communication with senior executives and a genuine ownership mindset.

Nice to have

• Experience supporting acquisitions, due diligence or post-acquisition integration.
• Experience leading finance automation, reporting redesign or system implementation.
• Background in financial services, a listed or regulated environment, or another acquisitive business.

This exciting role will give youbreadth across FP&A, deals and finance transformation in a growing business, with direct exposure to the CFO and executive team and a real say in how a scaling finance function is built.

Simon Tobin
0414 630 ***