Senior Manager FP&A

Ubank; Sydney; Hybrid; AUD 150,000 - 210,000; Full time

Benefits offered by this job

Hybrid work model

Career development opportunities

Collaborative culture

Job summary

Ubank is seeking an experienced FP&A professional to deliver robust financial plans, forecasts and insightful business performance reporting. You will partner with executives, challenge assumptions and drive data-based decision making across the organisation.

You will lead a small team, develop planning models, and implement BI-driven reporting using tools like Power BI, TM1 and Anaplan. A strong business orientation and advanced Excel skills are essential.

Qualifications

• 7+ years in accounting/finance or FP&A, preferably retail banking.
• Minimum 3 years in people management and leadership.
• Strong financial modelling, budgeting and forecasting capabilities.
• Experience with BI tools to automate reporting and dashboards.
• Proven communication and stakeholder engagement skills.

Responsibilities

• Support Leadership Team in defining strategy and KPIs.
• Develop and maintain financial planning models for budgeting and forecasting.
• Produce regular performance reports for stakeholders.
• Highlight risks and opportunities with actionable recommendations.
• Lead, manage and develop junior team members.

Skills

Financial planning

Forecasting

Business partnering

Risk analysis

Advanced Excel

Power BI

Anaplan

TM1

Tableau

SQL

Education

Qualified Accountant (CIMA/CA/CPA)

Tools

Anaplan

Power BI

TM1

Tableau

SQL

Job description

About Us

At Ubank, we empower the digital generation to achieve financial success. Think of us as your daily money companion, offering a unified view of your finances with smart features and real-time insights. Save more, track spending, and achieve home ownership faster with Ubank.

The Why

Your purpose is to deliver robust, timely and insightful financial plans/forecasts, business performance reporting and analysis. You love data and getting into the detail, as well as stepping back to deliver clear, concise, actionable insights to business partners.

Key Responsibilities

• Support the Leadership Team in setting and defining business strategy and key performance measures.
• Source and appropriately challenge business assumptions with executives that will drive financial forecast, budget and financial plan modelling and outcomes.
• Develop and maintain financial planning models to meet business planning needs
• Develop and maintain regular business performance reporting to all key stakeholders to support well-informed decisions, tailoring to each stakeholder as required. This should include an appropriate focus on financial and non-financial performance measures.
• Effectively support executive accountability for business performance through timely, robust and data based reporting.
• Highlight performance issues, risks and opportunities and provide recommendations to address or take advantage of them through value-add performance reporting and business engagement.
• Effectively lead, manage and develop junior team members to ensure ongoing performance.

Your Experience

• Minimum 7 years accounting, finance or FP&A experience, preferably in retail banking
• Minimum of 3 years’ experience as a people manager
• Proven accounting expertise combined with a strong business orientation
• Excellent knowledge of risk analysis, budgeting and forecasting
• Advanced skills in financial software and MS Office
• Experience with more advanced systems (e.g. Anaplan, Power BI, TM1, Tableau)
• Experience using business intelligence tools to automate reporting and create dashboards
• Analytical mind with aptitude in mathematics
• Proven ability to communicate, influence, facilitate and build relationships
• Demonstrated problem-solver with exceptional attention to detail
• Demonstrated organisational and leadership skills
• Qualified Accountant (CIMA, CA or CPA qualified preferred)

Desirable Experience

• Experience in a digital and/or banking environment
• Experience in a greenfield, start-up or high growth organisation
• An understanding of structured file and database formats (e.g. CSV, XML, XBRL)
• Knowledge and experience with SQL

Why Ubank?

• Innovation with impact: From meaningful work to amazing benefits, we equip you with the tools and support to drive real change - so your ideas don’t just stay ideas, they become impact.
• Collaborative, supportive & fun: We believe innovation is a team sport. It comes from a special kind of culture that’s highly collaborative and gives people the support they need to thrive.
• Build something great: Ubank is where ambition meets opportunity. We don’t just talk about change - we give you the tools, trust, and support to make it happen.
• Freedom to be yourself: We celebrate individuality and give you the flexibility to work in ways that suit your style. Our hybrid working model lets you balance connection and autonomy.
• Accelerate your Career: With clear paths for career development, your potential won’t just be recognised, it’ll be accelerated.

We acknowledge the Traditional Custodians of our local area.

This Sydney-based permanent role requires Australian or New Zealand citizenship or permanent residency.

We welcome applicants of all backgrounds, and our Talent team is excited to connect with you.