Senior Manager FP&A

Ubank; Sydney; Hybrid; AUD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid working model

Career development

Job summary

Ubank in Sydney is seeking an experienced FP&A and finance leader to deliver robust financial plans, forecasts and performance reporting. You will translate data into clear, actionable insights for executives and partners across the business.

Key duties include building and maintaining planning models, driving accurate forecasts, challenging assumptions, and guiding junior team members. A strong accounting background and 7+ years in finance, with BI tool experience, are required.

Qualifications

• 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.

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.

Skills

Leadership

Financial analysis

Excel/MS Office

Analytical mindset

Communication & influence

SQL knowledge

Problem solving

Education

Qualified Accountant (CIMA/CA/CPA)

Tools

Anaplan

Power BI

TM1

Tableau

SQL

Excel

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.

Please note, we’re not accepting unsolicited candidate submissions from recruitment agencies. We work with a dedicated panel of partners, so kindly ask agencies not to contact Ubank team members directly.