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HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

THE HUB24 STORY

We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.

Benefits and Life at HUB24

Learn more about our employee benefits HERE.

Job Summary:

As an FP&A Manager, you will manage performance within the finance team for the HUB24 Group and act as a key support and second‑in‑charge (2IC) to the Senior Finance Manager, providing coverage and leadership support as required.

This role will support the finance team and other business leaders with ad hoc financial and business analysis, key strategic projects and report presentations.

Responsibilities:

  • Act as a key support and second‑in‑charge (2IC) to the Senior Finance Manager, providing coverage and leadership support as required

  • Support oversight of team outputs to ensure high‑quality, accurate and timely deliverables

  • Develop and maintain the rolling budget, quarterly forecasts and cashflow modelling, ensuring accuracy and alignment to business strategy

  • Prepare timely revenue reporting and key financial metric insights to support performance discussions and strategic decision‑making

  • Report on variances between actual and budgeted financial results at the end of each reporting period, providing clear commentary and recommendations

  • Review and assess budget submissions for approval and ensure department managers meet budget and forecasting deadlines

  • Design, implement and maintain effective budgeting, forecasting and financial reporting policies, procedures and systems.

  • Review company budgets for compliance with legal and regulatory requirements

  • Drive continuous improvement across group budgeting, forecasting and reporting processes, establishing best‑practice standards

  • Proactively identify and recommend improvements that increase profitability, enhance efficiency and strengthen financial performance

  • Provide commercial advice to support key client opportunities, pricing considerations and contract reviews

  • Deliver accurate and timely financial reporting on business improvement initiatives and transformation projects

  • Provide forecasting, modelling and financial advice to support merger and acquisition activities

Requirements:

  • 8+ years of experience in accounting

  • CPA/CA qualified

  • Strong experience in group finance roles within large, complex businesses (ideally ASX-listed)

  • Advanced Excel skills and experience with Netsuite/PeopleSoft and Workday Adaptive is very highly regarded

  • Experience or interest in Power BI and data visualisation tools

  • Build strong working relationships built on trust and respect

  • Persuade and influence the thoughts and actions of others

  • Articulate and persuasively present critical arguments

  • Build rapport and professional credibility

The Recruitment Process

  • Acknowledgement email once your application has been submitted.

  • Our Talent team will start reviewing your application. If unsuccessful, you will be notified.

  • If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role.

  • If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.

  • Should you require any accommodations to the recruitment process, please email recruitment@hub24.com.au, and one of our team will contact you.

  • Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role, there may be more than two interviews.

  • Communication of outcomes to successful and unsuccessful candidates and feedback provided.

*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.

2024 Circle Back Initiative Employer – we commit to respond to every applicant.

Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.

We have been nominated and placed on the BOSS Best Places to work list.

Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative

HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we’re here to support you

View all jobs from HUB24

Financial Planning & Analysis Manager

Sydney, NSW, Australia
Full time
Posted 3 weeks ago
Logo of HUB24
HUB24
Banking, investment & finance
501-1,000 employees
46 jobs
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