FP&A Manager

Overview

This role is responsible for forward-looking financial planning and analysis, translating data from finance and revenue systems into forecasts, models, and decision-ready insights used by the CFO, CEO, and commercial teams.

Finance is evolving from a transactional function into a strategic, technology-enabled partner. As FP&A Manager, you will also support modernization efforts through automation and AI, and build the analytical capability of the team around you.

Responsibilities

Planning and forecasting

• Own the annual budget and rolling forecast process across the Group, including consolidation to AUD and treatment of functional currencies.
• Build and maintain the cash flow forecast and profit forecast.
• Report variances against budget and prior forecast for Board and Audit & Risk Committee reporting.

Modeling and technical support

• Build and maintain valuation and scenario models.
• Prepare forecast inputs used in impairment testing and going concern assessments for CFO review.
• Support transfer pricing, intercompany funding, and other entity-level analysis with modeling.

Commercial partnering

• Analyze pricing, contract profitability, and margin by product, customer, and entity.
• Analyze and forecast the sales pipeline with RevOps, and link pipeline and bookings to revenue, deferred revenue, and cash.
• Provide clear commercial insight and recommendations to the CFO.

Finance transformation

• Identify and implement automation, reporting, and AI tools to reduce manual work in budgeting, forecasting, and reporting.
• Document models and processes so outputs are reliable, reviewable, and not dependent on one person.
• Coach colleagues in Finance on analysis, modeling, and new tools, sharing practical ways of working.

Requirements

• 5–8 years in FP&A, management accounting, commercial finance, or a similar analytical finance role.
• Proven ownership of a budget and rolling forecast, including cash flow and profit forecasting.
• Advanced Excel and financial modeling skills, including live-formula, auditable models.
• Experience with a cloud ERP or accounting system and BI or reporting tools. Experience with Sage Intacct is helpful but not essential.
• Strong working knowledge of AI and automation tools, including examples of using them to improve how you work.
• Clear written and verbal communication, including the ability to explain numbers to non-finance colleagues.
• Tertiary qualification in finance, commerce, economics, analytics, or similar.
• A professional accounting or finance designation (CA, CPA, CFA, CMA) is required.

Preferred Qualifications

• Experience in software, SaaS, or health technology, including recurring revenue, deferred revenue, and contract-based revenue.
• Exposure to multi-entity, multi-currency consolidation, or to an ASX-listed or similarly regulated environment.
• Experience supporting a sales or RevOps team with pipeline and bookings analysis.

Compensation & Benefits

• Not specified.

Location

• Hybrid preferred with strong proximity to one of the hubs: Burlington, Waterloo, or Houston.
• Remote considered.