Teams at Findex

Lead the redesign of forecasting methodologies for a professional services division, covering revenue, margin, costs, scenario modeling, and AI-augmented delivery. Own a forecasting Centre of Excellence, build driver-based models and analytics, automate reporting with Business Intelligence, and equip divisional FP&A teams with practical tools. Support group budgeting, forecasting, and special projects while coaching direct reports. The role requires advanced financial modeling, FP&A transformation experience, professional accounting qualifications, and strong communication skills.

Own the Wealth Management division’s budgeting, forecasting, financial modeling, performance reporting, and scenario planning. Partner with senior leaders to provide insights, business cases, variance analysis, and decision support. Maintain KPI dashboards, improve processes through AI and automation, support M&A analysis, cross-train across finance functions, and coach direct reports.

Provides corporate, SME, and international tax advisory and compliance services, including cross-border structuring, Pillar Two assessments, tax returns, ATO reviews, and risk matters. Manages client portfolios, develops new opportunities, researches complex tax issues, oversees engagement budgets and billing, and mentors junior staff. The role requires strong technical tax expertise, client relationship management, and collaboration across Australian and international teams.