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 reportingBacked by KKR, HG Capital and HarbourVest, growing organically and through M&AGenuine; 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 unitsBuild sophisticated revenue, cost, headcount and cashflow models,



including scenario and sensitivity analysisMove our forecasting towards driver-based models connecting operational metrics (ACV, churn, utilisation) to financial outcomesProduce monthly management reporting and contribute to Board and PE investor packs that stand up to scrutinyPartner directly with business unit leaders, helping them understand the financial implications of commercial decisionsProvide modelling and analytical support for potential acquisitionsContinuously 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 regardedStrong, demonstrable financial modelling and forecasting ability - this is the core of the roleExperience in FP&A;, commercial finance or management accounting, ideally across multiple entitiesAdvanced Excel - complex modelling, large well-structured workbooksCommercial curiosity - you genuinely want to understand the business behind the numbersComfort with ambiguity and the confidence to work autonomously in a rapid-changing environmentThe 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.
9x recognised Employer of Choice with a collaborative, high-performing cultureRare breadth of learning: professional services, SaaS, M&A; and PE reporting in one roleReal progression as the business scales - this role will grow with usWeekly team stand-ups, visible leadership, and a manager invested in your development
Next steps?
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