Financial Planning & Analysis Manager

RecordPoint is a data and information lifecycle management SaaS product designed to give highly-regulated organizations a competitive edge through safer, more secure, and better-managed data. We're a disruptor in our industry, set apart from competitors by our cutting edge technology and innovation-first mindset. 

Our global customer list includes top-tier brands and government agencies like the City of New York, Westpac, National Australia Bank (NAB), Australian Prudential Regulation Authority (APRA), Security Benefit, Cupertino Electric, Australian Securities & Investments Commission (ASIC), Transport for NSW, Ausgrid, Pacific Gas & Electric (PG&E), and Delaware Life.  

But there's more to us than the what we do — like the who behind it all. Team RecordPoint is made up of 100 tech-driven professionals at the top of their respective fields. Together, we foster a supportive, collaborative and transparent environment, collectively working toward the singular goal of continuously doing better.  

While we've got all the perks you'd expect — think truly flexible work arrangements, generous paid parental leave, 4 weeks annual leave and Employee Share Options — you might find that the greatest benefit of all, is the team you join. 

Scope:

We are seeking a highly motivated and analytical FP&A Manager to play a critical role in our financial planning and analysis function. You will be a key business partner to the CFO and CEO of RecordPoint, providing insights and analysis to support strategic decision-making. You will also partner with each function at RecordPoint to further our data-driven culture.

Advanced proficiency in Excel is a must, and experience with PowerBI or other data visualization tools are a plus. A key part of the role is creating and maintaining dashboards across all functions at RecordPoint including finance, sales and marketing, operations and engineering to support data-driven decision-making and strategic planning.

This is a high-impact role with significant growth potential in a fast-paced, entrepreneurial environment.

• KPI Tracking and Reporting: Develop and maintain dashboards to track key performance indicators (KPIs) and provide regular reporting to management.
• Strategic Analysis: Support strategic initiatives by providing financial analysis and modeling to evaluate potential investments and new business opportunities.
• Pricing Strategy: Conduct with the Product team market research and competitive analysis to inform pricing decisions. Model the financial impact of different pricing structures and strategies.
• Process Improvement: Identify and implement process improvements to increase efficiency and accuracy within the FP&A function.
• Financial Modeling and Forecasting: Develop and maintain complex financial models to forecast revenue, expenses and cashflow.
• Budgeting and Planning: Collaborate with department heads to create annual budgets and long-term financial plans.
• Variance Analysis: Analyze actual results against budget and forecast, identifying key drivers of variance and providing actionable insights.

• Bachelor's degree in Finance, Accounting, or a related field.
• 5 years of experience in FP&A, preferably in a SaaS or B2B environment.
• Strong financial modeling and analytical skills.
• Advanced Excel modeling
• Data visualization and analytics (PowerBI, other tools)
• Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights for non-finance stakeholders.
• Self-starter with the ability to work independently and proactively in a fast-paced environment.
• Understanding of technology companies challenges highly desired
• Strategic thinker with excellent business acumen, capable of independent project management, and possess strong financial modeling skills.
• The role demands a results-driven individual who is comfortable working in a dynamic environment and is committed to driving continuous improvement and operational excellence.

• Fast-growth Australian-owned company
• Flexible work environment and a strong focus on work-life harmony
• Innovation is our way of life
• Personal Development budget for all staff
• Access to Employee Stock Ownership Plan
• A brilliant graduate program that provides both mentoring and growth opportunities for all
• Work on a product that makes a real social-good impact on the world
• Global opportunities!

Know more:

By checking us out on all the usual platforms, and especially our About Us https://www.recordpoint.com/about

or our Life at RecordPoint blog: https://www.recordpoint.com/blog/what-its-like-to-work-at-recordpoint 

How to apply:

Click the 'apply now' button send us your CV.

RecordPoint is an equal opportunities employer.

We offer a fast-paced, dedicated and enjoyable environment, working with some of the best people in the industry.

If you want to know what to expect from a RecordPoint application process, read more here: https://www.recordpoint.com/careers

No recruiters please, we've got this one covered.

You will need to pass a police background check to be eligible for employment at RecordPoint.