Financial Planning

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. You will do: 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. You will bring: 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. Why RecordPoint: 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 or our Life at RecordPoint blog 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: 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. #J-18808-Ljbffr