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Financial Planning and Analysis Manager

21/03/2025
22/04/2025
Permanent - Full Time
Sydney
Accounting & Finance

About us 
 
At GBST, we’re inspiring wealth innovation for wealth management and advice organisations globally. Our commitment to excellence, track record of continued and successful delivery, along with our hard work and product excellence has earned us the trust and partnership with world leading financial services organisations.  

We’ve invested heavily in transforming our technology stack to bring a truly immersive and digital experience to the front and back-office.  

 

Job Description

The opportunity for U 
 
We are seeking a highly skilled and strategic Financial Planning & Analysis Senior Manager to join our Finance team in Sydney. This is a key leadership role responsible for driving the financial planning, analysis, budgeting, forecasting, and reporting processes across the business. You will collaborate with senior executives and divisional leaders to support strategic decision-making, manage pipeline deal modelling and deliver robust financial models to track business performance. 

The ideal candidate will have a strong background in financial modelling, deal pricing, profitability reporting, and systems management, and will be adept at influencing and advising senior stakeholders. 

Reporting to the Chief Financial Officer, this is a permanent full time opportunity to join a diverse team in a global company.  Take a look and see if this is the next career opportunity for you. 

 

What U will do

You will offer comprehensive analytical support and provide financial and strategic guidance to the Executive team and Senior Leaders. Your role will involve partnering with the business to deliver high-quality decision support, focusing on financial performance, pricing strategies, profitability analysis and ad-hoc reporting. 

Additionally, you will lead the budgeting and planning cycle and contribute to other Finance projects. 

With a strong passion for driving positive change, you will add value by actively contributing to process improvement initiatives, identifying opportunities for enhancement, and implementing solutions that optimise operations and increase efficiency. 

Desired Skills and Experience

U will be someone with

  • Commerce/Accounting degree qualified 

  • 7-10 years post-CA/CPA qualified with a strong background in financial planning, budgeting, and forecasting. 

  • Advanced Excel skills, including pivot tables, lookups, and complex data analysis. 

  • High attention to detail, strong organisational and communication skills. 

  • Exceptional stakeholder management and influencing abilities across senior leadership. 

 
GBST & U Benefits

  • 2 days flexible/hybrid working arrangement 

  • Employee Assistance Program (EAP) 

  • Study Assistance Program 

  • Additional GBST & U day off every year 

  • Paid parental leave 

  • Swapping public holidays with a day of significance for you 

  • Novated car leasing 

  • Discounted private health insurance  
     

If you are an experienced and results-driven finance professional with a strategic mindset and excellent stakeholder engagement skills, we would love to hear from you! 
 
Apply now or reach out to Careers@gbst.com if you have any questions.  Please note that due to the volume of applications only candidates progressing to the next stage will be contacted.  Thank you for your interest in GBST.