Senior FP&A Analyst

Richard Lloyd Recruitment; Sydney; On-site; AUD 144,000 - 176,000; Full time

Job summary

Richard Lloyd Recruitment in Sydney CBD is seeking an FP&A specialist to own the annual budgeting cycle, deliver quarterly forecasts and provide actionable insights to drive commercial decisions.

You will analyse variances, review store-level P&L across multiple sites, build KPI dashboards in Power BI, and develop Excel-based financial models for scenario planning. 3–4 years in a broad FP&A role in FMCG/retail is ideal.

Qualifications

• 3–4 years in a broad FP&A role focusing on budgeting, planning and forecasting.
• Experience in FMCG, retail, manufacturing or similar stock-intensive sector is essential.
• Demonstrated value-adding projects and achievements.
• Advanced Excel and modelling skills; ideally Power BI experience.

Responsibilities

• Own the annual budgeting process with department heads and channel leaders.
• Deliver quarterly forecasts and ongoing updates to financial expectations.
• Analyse performance vs budget/forecast, investigate variances and drive actions with stakeholders.
• Review store-level P&L across multiple sites and identify trends and opportunities.
• Build and maintain weekly KPI dashboards and management reporting (Power BI focus).
• Support ERP implementation and improve data quality and visibility.

Skills

Budgeting

Forecasting

Variance analysis

Power BI

Advanced Excel

Stakeholder management

Tools

Power BI

Excel

Job description

Richard Lloyd Recruitment – Sydney CBD NSW

Commercial partnering across retail, product & manufacturing stakeholders

CBD | $160k + super

Company Background

Our client is a highly recognisable Australian brand with a rich history and a loyal customer base. With strong backing, the business is investing in its next phase of growth while modernising finance, reporting and systems. This is a rare opportunity to step into a visible role where your insights will directly support key commercial decisions.

It’s a great role for someone seeking greater autonomy over the FP&A function, who enjoys the operational focus of a local business and has a track record of achievement.

This role provides a fantastic platform for your career, with direct exposure to manufacturing, supply chain, retail, e-commerce, an investment group, and a highly experienced CFO.

The Role

Own the annual budgeting process with department heads and channel leaders

Deliver quarterly forecasts and ongoing updates to financial expectations

Analyse performance vs budget/forecast, investigate variances, and drive actions with stakeholders

Review store-level P&L performance across multiple sites; identify trends and opportunities

Build and maintain weekly KPI dashboards and management reporting (Power BI focus)

Enhance sales/product reporting to improve transparency and decision-making

Create and maintain Excel-based financial models for scenario analysis and planning

Partner with business unit leaders and manufacturing operations

Identify opportunities to streamline reporting and improve data quality and visibility

Support the upcoming ERP implementation

Your Background

This is right for you if you:

Have at least 3-4 years' experience in a broad FP&A role, with responsibility for budgeting, planning and forecasting.

Have worked in FMCG, retail, manufacturing or a similar industry. Experience in an inventory- or stock-intensive sector is essential.

Can demonstrate value-adding projects and achievements that you have driven.

Have advanced Excel and modelling skills, and ideally Power BI experience.

Most importantly, you are a highly articulate communicator who can adapt your style with ease to operations, finance and executive stakeholders.