Strategic FP&A Lead: AI-Driven Forecasting

Findex; Melbourne; Hybrid; AUD 180,000 - 240,000; Full time

Job summary

Findex is seeking an FP&A Senior Manager – Strategic Projects to redesign revenue, margin and cost forecasting for the PS&A division. You will lead a Forecasting Centre of Excellence, owning methodologies and tools, and embed them across Wealth Management, Audit, Advisory & Consulting, and Accounting & Tax.

The role is based in Melbourne or Sydney, reporting to the FP&A Lead, PS&A. You will develop driver-based models, forward-looking analytics, and automation initiatives with the BI team,

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics or a quantitative discipline; CPA or CA qualified (essential).
• At least 8 years’ experience in FP&A, financial modelling or management accounting in a complex, multi-divisional environment.
• Advanced modelling skills with a track record of building models from the ground up.
• Experience redesigning or significantly improving forecasting methodologies, not just operating within them.
• Experience with large, complex datasets and applying automation or AI tools in FP&A.
• Strong understanding of how AI is changing professional services operating and revenue models.
• Clear communication, able to turn complex methodology into practical tools for non-specialist users.
• A collaborative, self-directed approach, comfortable working without a rigid brief.

Responsibilities

• Redesign revenue and margin forecasting frameworks for AI-augmented service delivery and value-based pricing.
• Challenge assumptions like billable hours, FTE capacity and recovery rates where AI is unreliable.
• Build and maintain driver-based models, margin bridges and scenario tools.
• Develop forward-looking analytics using leading indicators and operational metrics.
• Partner with BI to automate data flows and apply AI tools to modelling and reporting.
• Provide FP&A Managers with tools, templates and guidance for planning cycles.
• Support FP&A Lead with group budgeting/forecasting and special projects.
• Coach direct reports where applicable.

Skills

Advanced modelling

AI in FP&A

Forecasting methodologies

Communication

Collaboration

Self-directed

Education

Bachelor’s degree in Accounting, Finance, Economics or a quantitative discipline

CPA or CA qualified

Tools

Power BI

Workday Adaptive

Job description

Findex is seeking an FP&A Senior Manager – Strategic Projects to redesign revenue, margin and cost forecasting for the PS&A division. You will lead a Forecasting Centre of Excellence, owning methodologies and tools, and embed them across Wealth Management, Audit, Advisory & Consulting, and Accounting & Tax.

The role is based in Melbourne or Sydney, reporting to the FP&A Lead, PS&A. You will develop driver-based models, forward-looking analytics, and automation initiatives with the BI team,