Financial Planning & Reporting Manager

Fluid Accounting and Finance; Auckland; On-site; NZD 150,000 - 210,000; Full time

Job summary

Alpine Energy in Timaru seeks an experienced Financial Planning & Reporting Manager to lead budgeting, forecasting, reporting and commercial analysis across the organisation. This newly created role combines finance expertise with strategic thinking and business partnering to drive performance and long-term value.

Reporting to the Financial Controller, you will lead a small team and collaborate with senior leaders to translate complex financial information into actionable insights that support

Qualifications

• Seven or more years of finance experience across planning, budgeting, forecasting, reporting and analysis.
• Strong modelling, scenario analysis and investment appraisal skills.
• Proven business partnering with senior stakeholders.
• Advanced Excel and ERP/reporting tools proficiency.
• Knowledge of governance and financial controls.

Responsibilities

• Lead budgeting, forecasting, financial modelling and long-term planning.
• Provide commercial insights, scenario analyses and recommendations for strategic decisions.
• Partner with business leaders to evaluate investment proposals and business cases.
• Oversee management reporting, financial performance analysis and project monitoring.
• Manage cash flow forecasting, treasury reporting and banking activities.
• Ensure integrity of fixed asset reporting and financial controls.

Skills

Financial planning

Forecasting

Reporting

Financial modelling

Scenario analysis

Investment appraisal

Business partnering

Stakeholder management

Excel

Power BI

ERP systems

Leadership

Education

CA, CPA or equivalent

Tools

Power BI

ERP systems

Excel

Job description

Fluid Recruitment is proud to be partnering with Alpine Energy. We are looking for an experienced Financial Planning & Reporting Manager to lead financial planning, forecasting, reporting and commercial analysis across our organisation. This newly created opportunity combines strong technical finance expertise with strategic thinking and business partnering to help drive performance, support investment decisions and create long-term value.

Reporting to the Financial Controller, you'll lead a small capable team and work closely with senior leaders and operational stakeholders, translating complex financial information into meaningful insights that support better decisions.

About the role

Based in Timaru this is a broad, commercially focused leadership role where your work will directly support organisational performance and long-term planning.

You will:

• Lead annual budgeting, forecasting, financial modelling and long-term financial planning.
• Provide commercial insights, scenario analysis and recommendations to support strategic and operational decision-making.
• Partner with business leaders to evaluate investment proposals, business cases, projects and strategic initiatives.
• Oversee management reporting, financial performance analysis, capital and operating expenditure, and project monitoring.
• Manage cash flow forecasting, treasury reporting and banking activities.
• Ensure the integrity of fixed asset reporting, financial controls, policies and procedures.
• Oversee regulatory reporting and compliance requirements.
• Lead, coach and develop your team, fostering a collaborative, accountable and high-performing culture.

You’ll bring

• A CA, CPA or equivalent professional qualification, or be working towards one.
• Approximately seven or more years of relevant finance experience across financial planning, budgeting, forecasting, reporting and analysis.
• Strong financial modelling, scenario analysis, investment appraisal and business case evaluation skills.
• Proven business partnering experience and the ability to influence senior stakeholders.
• Sound knowledge of management reporting, capital and operating expenditure, fixed assets, financial controls and governance.
• Demonstrated people leadership, coaching and development capability.
• Advanced Excel skills and proficiency in ERP systems and reporting or data visualisation tools such as Power BI.
• Excellent communication, stakeholder management and continuous improvement skills.

Experience in electricity, utilities, infrastructure or another regulated or asset-intensive environment, including regulatory reporting, would be an advantage.

Why Alpine Energy?

At Alpine Energy, we're connected as one team. We believe in working collaboratively, treating people with trust and respect, taking ownership and doing the right thing.

Our state-of-the-art offices in Timaru are designed to enhance collaboration and productivity, with stunning panoramic views to enjoy throughout the day. You'll also have access to our well-stocked café, complete with top-notch coffee, fresh fruit bowls, interactive games and an outdoor space for those well-deserved breaks.