High impact role for a commercially minded qualified accountant to combine technical modelling with storytelling. Own the models that shape executive and Board decisions in a PE-backed group scaling 2.5x by ****.
Newly created role - build it your way, with direct exposure to senior leaders and PE reporting
Backed by KKR, HG Capital and HarbourVest, growing organically and through M&A;
Genuine business partnering, not just month‐end processing
Who are we?
Citation Group brings together real‐world HR, Safety, Legal and Certification expertise with adaptable workforce management and payroll technology - helping businesses across Australia, New Zealand, Canada and the UK run with confidence every day. With a UK parent backed by global private equity, our plan is to more than double the size of the business over the next few years through both organic growth and acquisition. Something is always landing - and Finance is at the centre of it.
The role
This is a newly created position reporting to our FP&A; Manager. You'll be the modelling and forecasting engine of the team - owning the Group's budgeting, forecasting and management reporting models across five business units, and turning actuals and operational drivers into forward‐looking insights helping shape the decisions of business leaders.
Your role is involved in month‐end but then works through the models, the scenarios, the story behind the numbers to have productive conversations with sales, marketing and operations teams.
What you'll do
Own and maintain the Group's rolling forecast and annual budget models across all five business units
Build sophisticated revenue, cost, headcount and cashflow models, including scenario and sensitivity analysis




Move our forecasting towards driver‐based models connecting operational metrics (ACV, churn, utilisation) to financial outcomes
Produce monthly management reporting and contribute to Board and PE investor packs that stand up to scrutiny
Partner directly with business unit leaders, helping them understand the financial implications of commercial decisions
Provide modelling and analytical support for potential acquisitions
Continuously improve our forecasting and reporting through automation and better tooling
What you'll bring
CA or CPA qualification (or equivalent) - a Big 4 or chartered background is highly regarded
Robust, demonstrable financial modelling and forecasting ability – this is the core of the role
Experience in FP&A;, commercial finance or management accounting, ideally across multiple entities
Advanced Excel – complex modelling, large well‐structured workbooks
Commercial curiosity – you genuinely want to understand the business behind the numbers
Comfort with ambiguity and the confidence to work autonomously in a fast‐changing environment
The communication skills to make numbers meaningful for non‐finance leaders
Nice to have
Experience in a PE‐backed or divisional finance structure, SaaS/subscription metrics (ACV, churn), planning tools (Workday Adaptive), Power BI or Salesforce data.
9× recognised Employer of Choice with a collaborative, high‐performing culture
Rare breadth of learning: professional services, SaaS, M&A; and PE reporting in one role
Real progression as the business scales – this role will grow with us
Weekly team stand‐ups, visible leadership, and a manager invested in your development
Applicants from recruitment agencies will not be considered. Applicants must have valid working rights for Australia on an unrestricted basis.
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📌 Financial Planning And Analysis Specialist (New South Wales)
🏢 Citation Group
📍 New South Wales