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

Tobin McClintock

Sydney

On-site

AUD 130,000 - 190,000

Full time

7 days ago
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Job summary

Tobin McClintock, based in Sydney, seeks a Senior Financial Analyst to lead budgeting, forecasting and long-range planning within a fast-growing professional services group. You will own financial modelling across P&L, balance sheet and cash flows, while driving automation and AI-enabled insights for boards and leadership.

The role combines FP&A with M&A/corporate development, offering broad exposure to deal analysis and post-investment review, reporting to the CFO and direct collaboration with

Qualifications

  • CA or CPA qualified with strong FP&A and management accounting experience.
  • Advanced financial modelling including integrated three-statement models.
  • Experience with BI tools and automation in finance.
  • Exposure to M&A/ corporate development and due diligence.

Responsibilities

  • Own budgeting, forecasting, long-range planning and monthly reporting with decision support insights.
  • Build and maintain integrated three-statement models (P&L, balance sheet, cash flow).
  • Lead automation of finance/management accounting production using BI and planning tools.
  • Provide commercial analysis for acquisitions: valuation, earnings, funding, returns, sensitivities.

Skills

CA/CPA
FP&A
Advanced Excel
Power BI
Tableau
Workday Adaptive
AI in Finance
Finance transformation
Stakeholder communication
Three-statement model

Education

CA/CPA qualification

Tools

Power BI
Tableau
Workday Adaptive

Job description

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.
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 ***

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