Senior FP&A; Analyst | Sydney CBD

A leading insurance underwriting and distribution platform is seeking a Senior FP&A; Analyst to join its growing finance team in Sydney.

Key Responsibilities:

Financial Planning & Forecasting

· Lead and support budgeting, quarterly forecasting, and long-range planning processes

· Build and maintain financial models to support strategic and commercial decision-making

· Partner with business leaders on revenue, expense, headcount, and profitability forecasting

· Support scenario modelling and rolling forecasts for executive leadership

Performance Reporting & Insights

· Deliver monthly management reporting packs, dashboards, and executive analysis

· Analyse underwriting performance, commissions, expenses, and key operational KPIs

· Provide commentary on variances to budget, forecast, and prior periods

· Identify key business drivers, risks, and opportunities across the portfolio

Commercial & Strategic Support

· Support M&A;, integration, and strategic initiatives with financial analysis and modelling

· Assist with pricing, profitability, and portfolio performance analysis

· Deliver scenario and sensitivity modelling to support executive decisions

· Support cost optimisation and operational efficiency initiatives

Business Partnering

· Work closely with underwriting, operational, and finance leadership teams

· Provide financial insight, challenge assumptions, and support decision-making

· Drive accountability through data-led performance insights

Systems & Process Improvement





· Contribute to improvements in reporting, forecasting, and data quality

· Support finance transformation and automation initiatives

· Assist with enhancements to ERP and BI/reporting tools

About You

· 5-7+ year's experience in FP&A;, commercial finance, or finance business partnering

· Strong financial modelling, forecasting, and analytical skills

· Advanced Excel and stakeholder engagement capability

· Ability to translate complex data into transparent commercial insights

· Strong communication skills with experience presenting to senior stakeholders

Desirable:

· Experience in insurance, underwriting, or regulated financial services environments

· Exposure to multi-entity or portfolio-based organisations

· CA/CPA qualified or working towards

· Experience with tools such as Power BI, TM1, or Dynamics 365

· Exposure to M&A; or finance transformation projects

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📌 FP&A Senior Analyst (Sydney)
🏢 Important Group
📍 Sydney