Description

Senior FP&A Analyst | Sydney CBD

A leading insurance underwriting and distribution platform is seeking a Senior FP&A Analyst to join its growing finance team in Sydney.

Key Responsibilities:

Financial Planning & Forecasting

• Lead and support budgeting, quarterly forecasting, and long-range planning processes

• Build and maintain financial models to support strategic and commercial decision-making

• Partner with business leaders on revenue, expense, headcount, and profitability forecasting

• Support scenario modelling and rolling forecasts for executive leadership

Performance Reporting & Insights

• Deliver monthly management reporting packs, dashboards, and executive analysis

• Analyse underwriting performance, commissions, expenses, and key operational KPIs

• Provide commentary on variances to budget, forecast, and prior periods

• Identify key business drivers, risks, and opportunities across the portfolio

Commercial & Strategic Support

• Support M&A, integration, and strategic initiatives with financial analysis and modelling

• Assist with pricing, profitability, and portfolio performance analysis

• Deliver scenario and sensitivity modelling to support executive decisions

• Support cost optimisation and operational efficiency initiatives

Business Partnering

• Work closely with underwriting, operational, and finance leadership teams

• Provide financial insight, challenge assumptions, and support decision-making

• Drive accountability through data-led performance insights

Systems & Process Improvement

• Contribute to improvements in reporting, forecasting, and data quality

• Support finance transformation and automation initiatives

• Assist with enhancements to ERP and BI/reporting tools

About You

• 5-7+ year's experience in FP&A, commercial finance, or finance business partnering

• Strong financial modelling, forecasting, and analytical skills

• Advanced Excel and stakeholder engagement capability

• Ability to translate complex data into clear commercial insights

• Strong communication skills with experience presenting to senior stakeholders

Desirable:

• Experience in insurance, underwriting, or regulated financial services environments

• Exposure to multi-entity or portfolio-based organisations

• CA/CPA qualified or working towards

• Experience with tools such as Power BI, TM1, or Dynamics 365

• Exposure to M&A or finance transformation projects

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