Job Description

About Us n

At Ubank, we empower the digital generation to achieve financial success. Think of us as your daily money companion, offering a unified view of your finances with smart features and real-time insights. Save more, track spending, and achieve home ownership faster with Ubank.

The Why n

Your purpose is to deliver robust, timely and insightful financial plans/forecasts, business performance reporting and analysis. You love data and getting into the detail, as well as stepping back to deliver explicit, concise, actionable insights to business partners.

Key Responsibilities n

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- Support the Leadership Team in setting and defining business strategy and key performance measures.
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- Source and appropriately challenge business assumptions with executives that will drive financial forecast, budget and financial plan modelling and outcomes.
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- Develop and maintain financial planning models to meet business planning needs
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- Develop and maintain regular business performance reporting to all key stakeholders to support well-informed decisions, tailoring to each stakeholder as required. This should include an appropriate focus on financial and non-financial performance measures.
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- Effectively support executive accountability for business performance through timely, robust and data based reporting.
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- Highlight performance issues, risks and opportunities and provide recommendations to address or take advantage of them through value-add performance reporting and business engagement.
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- Effectively lead, manage and develop junior team members to ensure ongoing performance.
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Your Experience nn
- Minimum 7 years accounting, finance or FP&A; experience, preferably in retail banking
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- Minimum of 3 years’ experience as a people manager
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- Proven accounting expertise combined with a strong business orientation
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- Excellent knowledge of risk analysis, budgeting and forecasting
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- Advanced skills in financial software and MS Office
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- Experience with more advanced systems (e.g. Anaplan, Power BI, TM1,



Tableau)
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- Experience using business intelligence tools to automate reporting and create dashboards
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- Analytical mind with aptitude in mathematics
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- Proven ability to communicate, influence, facilitate and build relationships
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- Demonstrated problem-solver with exceptional attention to detail
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- Demonstrated organisational and leadership skills
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- Qualified Accountant (CIMA, CA or CPA qualified preferred)
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Desirable Experience nn
- Experience in a digital and/or banking environment
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- Experience in a greenfield, start-up or high growth organisation
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- An understanding of structured file and database formats (e.g. CSV, XML, XBRL)
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- Knowledge and experience with SQL
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Why Ubank? nn
- Innovation with impact: From meaningful work to amazing benefits, we equip you with the tools and support to drive real change - so your ideas don’t just stay ideas, they become impact.
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- Collaborative, supportive & fun: We believe innovation is a team sport. It comes from a special kind of culture that’s highly collaborative and gives people the support they need to thrive.
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- Build something great: Ubank is where ambition meets opportunity. We don’t just talk about change - we give you the tools, trust, and support to make it happen.
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- Freedom to be yourself: We celebrate individuality and give you the flexibility to work in ways that suit your style. Our hybrid working model lets you balance connection and autonomy.
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- Accelerate your Career: With clear paths for career development, your potential won’t just be recognised, it’ll be accelerated.
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We acknowledge the Traditional Custodians of our local area.

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This Sydney-based permanent role requires Australian or New Zealand citizenship or permanent residency.

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We welcome applicants of all backgrounds, and our Talent team is excited to connect with you.

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Please note, we’re not accepting unsolicited candidate submissions from recruitment agencies. We work with a dedicated panel of partners, so kindly ask agencies not to contact Ubank team members directly.

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📌 Senior Manager FP&A (Sydney)
🏢 UBank
📍 Sydney