Senior Finance Business Partner - Margin and Marketing

Stake is looking for a Senior Finance Business Partner - Margin and Marketing to join our wonderful Finance team, at our brand new CBD office, within a flexible hybrid working model!

We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, we’ve empowered a new wave of investors. Stake has grown fast from a fintech startup into a robust financial services company. Today we have 750,000+ customers and more than A$5 billion under administration.

At Stake, we break barriers in everything we do. Just like our customers, we’re driven by ambition. Our desire for continuous growth is what creates the collaborative and high-performance environment we work in. Though we’re spread around the world, we’re a unified team moving towards a shared vision: to unleash the investor in everyone. 

Join us as we continue to reshape the financial industry, inspiring investor confidence and celebrating our wins along the way.

This role is embedded in the business to support teams to ensure every marketing dollar and product decision is measured against clear financial outcomes and optimised to ensure we are making the right commercial decisions for Stake. Trade, Stake Super, Save and Rewards each have different economics and growth levers; this role provides the unifying finance lens,  — CAC and channel economics, value attribution & incrementality, wholesale/COGS governance, decision support, forecast and financial insight generation to help guide future outcomes — so the business grows profitably and cost drivers are understood and controlled.

You will be joining our high-performing Finance team who enables and supports our Australia, New Zealand, India and Brazil operations during an exciting hyper-growth phase. Opportunity to work in a truly customer-centric environment where innovative and seamless products and services are evolving the way Australians and Kiwis invest. 

Further responsibilities include:

• Embedded partnership: Act as a dedicated finance partner to Marketing and Product, translating financials into simple insights and helping teams understand key drivers of margin, LTV, and performance.
• Data-driven insights: Use customer, marketing, and financial data to identify opportunities (e.g. cohorts, funnel performance, unit economics) and recommend optimisations.
• Commercial challenge: Provide constructive challenge to plans and assumptions, highlighting risks, trade-offs, and improving decision quality.
• Decision enablement: Empower teams to move quickly by setting financial guardrails, KPIs, and decision frameworks that balance speed with control.
• Forecasting & planning: Own forecasting for marketing and margins, including scenario analysis and long-term planning to guide investment decisions.
• Financial storytelling: Translate performance into clear narratives explaining results, drivers, and recommended actions for stakeholders and leadership.
• Prioritisation & allocation: Partner with Product, Marketing and commercial leadership to prioritise the roadmap and allocate resources (headcount, budgets etc) based on quantified financial impact, marginal ROI and strategic fit. Build simple prioritisation frameworks and decision matrices, run trade-off analysis, and recommend resource shifts that maximise margin, LTV/CAC outcomes and improved financial return.
• Reporting & data integrity: Build and maintain a reliable single source of truth for financial and performance metrics with strong automation.
• Coaching and Capability building: Build commercial acumen across the business and upskill the finance team to uplift commercial literacy and adoption of finance frameworks.

• 5+ years in FP&A, commercial finance, or marketing finance with experience embedded in growth/marketing teams (fintech, marketplace, consumer finance or high-growth tech preferred).
• Strong commercial modelling capability to be able to provide decision support and scenario analysis.
• Demonstrated experience building CAC/LTV frameworks, channel and product attribution, and translating them into business decisions.
• Deep commercial curiosity, ability to simplify complex models and teach non-finance stakeholders.
• Strong communication & storytelling skills with experience presenting to senior marketing/product leaders as well as C-suite.
• Comfortable working with Data/Analytics and writing technical requirements for building a reliable Single source of truth for use by Finance and beyond. Strong analytical toolkit: advanced Excel, SQL advantageous, and experience with Hex beneficial.

At Stake, we’re more interested in your attitude than your resume. If you believe this is a role you want to jump into, please apply and let us know why in your cover letter!

You’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it. Having said that, we also have perks.

Please see on our Careers website the list of benefits under our Grow with Stake program. They include:

• Career relevant development and training with professional development allowance
• Up to 16 weeks of paid parental leave
• Childcare allowance
• Sonder - healthcare, safety support and EAP for you and your immediate family
• Additional leave types (Swap days, Bear Days, TOIL, Compassionate, Sorry Business)
• Employee Share Options scheme for senior leaders
• Stake products: SMSF 30% discount on yearly membership fee, $295 AUD annual trading credit and Stake Black account
• Recognition awards and team celebrations
• Discretionary performance bonus and talent referral bonus

Stake is an equal opportunity employer that values diversity. We’re proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We’re also endorsed by WORK180 as a great employer for women. 

It all comes together to explain why Stake placed 1st in the 2024 AFR BOSS Best Places to Work list for the Banking, Superannuation & Financial Services category, across all of Australia and New Zealand.

Once we've received your application, we'll give it the attention it deserves and you'll hear from us either way. We’re committed to responding to every applicant. If we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process.

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.