Job Description

As we look to drive departmental efficiency and business growth we're looking for an experienced Finance Business Partner to join our Finance & Operations team.

Reporting to the Finance Director and working closely with the Chief Operating Officer and the wider business, you will be the go-to lead for financial analysis, ensuring that our data insights drive performance throughout the entire Lead-to-Cash lifecycle.

This is a Melbourne based role with minimum 3 days per week onsite.

Here's a breakdown of the core focuses of the role:

1. Business Partnering, Reporting and Analysis

- Lead Analysis: Prepare and lead financial reporting for board and management packs.
- SaaS Metrics: Measure business units against North Star SaaS metrics (including ARR, MRR, CAC, and LTV) and assess wide-ranging KPIs quarterly.
- Primary oversight of ensuring that renewal revenue is fully supported by contracts and all invoicing is on time
- Review ARR and revenue streams to ensure accuracy and consistency between systems.
- Forecasting: Act as a dedicated resource to the sales team for data analysis and financial modelling.
- Exception Reporting: Develop and maintain BI tools to provide proactive, exception-based reporting that highlights business risks and opportunities.

2. Commercial Operations and Efficiency

- Process Improvement: Identify and drive improvements in departmental efficiency, particularly around the revenue function in Salesforce.
- Contract Management: Review and process vendor and customer contracts,



including those with adjusted or non-standard terms. Ensure documentation aligns with company expectations and is filed correctly in Salesforce and Box.
- Sales and CS Guidance: Provide direct reporting and guidance to Sales and Customer Success teams. Analyse sales efficiency, pipeline conversion, and lead ROI to identify opportunities for improvement.
- AI and Innovation: Proactively identify opportunities to leverage AI tools to automate manual workflows, enhance data accuracy, and streamline operational tasks within the finance and sales functions.
- Production of monthly department reports
- Usage Insights: Analyse customer usage data (e.g., Pendo stats) to identify specific upsell opportunities and monitor retention efforts.
- Special Projects: Assist with high-level operational projects, including M&A; and Due Diligence (DD).

3. Finance and Compliance

- Payroll and Commissions: Run monthly commissions for the sales team and manage payroll for Australian and US offices using Xero and Deel.
- Core Accounting: Manage end-of-month, quarter, and annual reconciliations, BAS, general journal entries, and maintain the fixed asset register.
- Audit and Controls: Support audits, enforce financial controls, and ensure compliance with accounting standards and policies.
- Review invoicing and accounts receivable process to ensure invoicing is in line with contracts
- Renewals and Implementation: Conduct monthly reviews of contract hours and their use across CS and Implementation to ensure renewals close in a timely manner.

📌 Finance Business Partner (Southbank)
🏢 Intelligencebank
📍 Southbank