Our client is seeking an experienced Financial Planning & Analysis Principle to spearhead forecasting, Analysis, performance measurement, and offer a strategic insight across a national organisation.
Responsibilities:
- Produce monthly, quarterly, and annual financial planning and forecasting, including revenue, billing, resourcing, and profitability updates.
- Develop and maintain integrated financial models, including three-way P&L, balance sheet, and cash flow models, pipelines, and scenario analysis.
- Deliver performance reporting, dashboards, and executive summaries for the Board, Executive, and Financial Leadership teams, translating complex data into actionable insights.
- Develop and deliver Board and monthly reports.
- Act as a trusted Finance business partner across the business, and make informed decisions.
- Set the goals and standards for business unit forecasting & budgeting
- Support business cases and investment decisions through modelling options, and scenario planning
- Track and evaluate performance-based incentive programs, linking achievement to strategic objectives and recommending improvements
- Coach each business unit through the financial planning cycle
- Proven track record as a Financial Planning Specialist within a large services-based organisation.
- Agile mindset and systems thinking, with the ability to approach complex organisational challenges holistically
- Strong Excel modelling skills and Advanced Power BI skills.
- Experience with large, complex financial modelling for enterprise-level planning, forecasting, and valuation
- Strong financial storytelling skills, translating complex financial data into concise, actionable narratives
- Hands-on experience with enterprise planning, forecasting, and performance management systems
- Demonstrated ability to collaborate effectively with finance teams, business units, and senior leaders
- Comfortable working with C-level executives, providing strategic insight and supporting board reporting
- In-depth understanding of business models and financial planning
- Proficiency in Microsoft Dynamics, Workday Adaptive Planning, or similar ERP and planning platforms
- Master’s degree in Commerce, Finance, CA, CPA, or equivalent.
If this position is of interest please contact Ryan Rudden on rrudden@sharpandcarter.com.au
