Wealth Management FP&A Manager—Melbourne or Sydney

Findex; Melbourne; On-site; AUD 130,000 - 170,000; Full time

Job summary

Findex is seeking an FP&A Manager to act as the primary finance partner for the Wealth Management division. Based in Melbourne or Sydney, you will lead budgeting, forecasting and reporting, turning data into actionable insights for senior leaders.

You will own complex financial models, KPI dashboards, and business cases, while driving automation and cross-training across the PS&A FP&A team. CPA/CA-qualified professionals with 7+ years in FP&A are preferred.

Qualifications

• Bachelor’s degree in Accounting, Finance or Business; CPA/CA qualification is essential.
• Minimum 7 years in FP&A, management accounting or finance business partnering, preferably in wealth management.
• Strong understanding of wealth management drivers and KPI interpretation.

Responsibilities

• Own budgeting, forecasting and reforecast cycle for Wealth Management.
• Build advanced financial models for planning, scenarios and business cases.
• Provide insights and decision support to senior leaders with performance commentary.
• Prepare monthly variance analysis, KPI dashboards and management reporting.
• Lead automation initiatives using AI and scripting; mentor junior staff.

Skills

Financial modelling

Stakeholder management

Business partnering

Communication

AI tools

Education

Bachelor’s degree in Accounting/Finance/Business

CPA/CA qualification

Tools

Power BI

Workday Adaptive

Job description

Findex is seeking an FP&A Manager to act as the primary finance partner for the Wealth Management division. Based in Melbourne or Sydney, you will lead budgeting, forecasting and reporting, turning data into actionable insights for senior leaders.

You will own complex financial models, KPI dashboards, and business cases, while driving automation and cross-training across the PS&A FP&A team. CPA/CA-qualified professionals with 7+ years in FP&A are preferred.