FP&A Manager (Wealth Management)

As FP&A Manager, you will be the primary finance partner to our Wealth Management division, based in either Melbourne or Sydney. You will work closely with Wealth Management senior leaders to turn financial data into insights that drive divisional performance, and you will report to the FP&A Lead, Professional Services & Advice (PS&A).

You will own the Wealth Management budgeting and forecasting cycle, build and maintain advanced financial models, and produce reporting that is clear, timely and decision-ready. The role calls for deep familiarity with Wealth Management drivers, including funds under management, revenue per adviser, average revenue per client, effective fee rates and revenue mix.

You will also cross-train across the broader PS&A FP&A team to provide coverage when colleagues are away and help streamline processes using AI and technology tools.

• Own the Wealth Management budgeting, forecasting and reforecast cycle, coordinating with divisional stakeholders and providing targets to Group Finance.

• Build and maintain advanced financial models for budgeting, scenario analysis, business cases and strategic planning.

• Act as the primary finance partner to Wealth Management senior leaders, providing proactive insights, performance commentary and decision support, backed by a deep understanding of the division’s drivers, benchmarks and competitive positioning.

• Prepare monthly performance reporting, including variance analysis, trend commentary and forward-looking views, and maintain KPI dashboards with the Business Intelligence team.

• Develop and present business cases for investment, resourcing and operational decisions, and support leaders to act on performance improvement opportunities.

• Cross-train across the PS&A FP&A team to cover Accounting & Tax, Audit, Advisory & Consulting and BAU reporting cycles when team members are absent, and contribute to M&A due diligence and integration analysis as required.

• Drive automation and process improvement using AI tools and scripting, coach any direct reports, and support the FP&A Lead with special projects and ad hoc analysis.

• A Bachelor’s degree in Accounting, Finance or Business, and CPA or CA qualified (essential).

• At least 7 years’ experience in FP&A, management accounting or finance business partnering, including experience within a Wealth Management business (essential).

• A proven understanding of Wealth Management drivers: funds under management, revenue per adviser, average revenue per client, effective fee rates and revenue mix.

• Advanced financial modelling skills, demonstrated through complex model builds rather than pre-built templates.

• Experience business partnering with senior operational leaders and turning analysis into commercial recommendations.

• Experience managing the end-to-end budgeting and forecasting cycle for a division or business unit.

• Practical application of automation or AI tools in an FP&A context.

• Strong stakeholder management, with clear written and verbal communication for non-finance audiences.

• A track record of delivering under pressure in a fast-paced, change-oriented business, working with minimal supervision.

Advantageous: Power BI, cloud-based reporting or planning systems (such as Workday Adaptive), and experience in a multi-entity or divisional finance environment.

If this role sounds like a good fit - Apply now!

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For the Community

The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

For You

At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.

For our Customers

Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference.

For Diversity & Inclusion

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.