Senior Financial Planning Analyst
SearchWorks Pty Ltd
Industry: IT Services, Managed Services, Cloud Infrastructure, Technology Consulting
Take ownership. Drive commercial decisions. Put AI into practice.
We have partnered with an established technology services business who are looking for Senior FP&A Manager.
This opportunity is particularly suited to an FP&A professional with previous experience working for industry such as SaaS, software, IT Services, Managed Services (MSP), Cloud Services or Technology Consulting.
You'll take ownership of key financial planning and reporting activities, support strategic decision-making and help improve how the business uses NetSuite, financial data and AI-driven automation.
The Role
- Financial Planning: Own the FY27 budget, periodic reforecasting, financial modelling and longer-term planning.
- CFO & Board Reporting: Prepare clear financial commentary, management information and board-level reporting.
- NetSuite: Optimize financial reporting, dashboards, saved searches and planning processes, ideally including NSPB.
- AI & Automation: Apply AI tools to improve financial analysis, forecasting, management commentary and reporting efficiency.
- Process Improvement: Identify opportunities to automate reporting, strengthen financial controls and improve data accuracy.
What Client is Looking For
- Qualified accountant (ACA, ACCA, CIMA or equivalent).
- Strong hands-on FP&A experience across budgeting, forecasting, financial modelling and management reporting.
- Recent hands-on NetSuite experience, particularly financial reporting, dashboards, saved searches and ideally NSPB.
- Practical experience applying AI within finance is essential
What's in It for You?
- Direct CFO exposure: Work closely with senior leadership and influence key commercial decisions.
- Immediate impact: Take ownership of FY27 budgeting, forecasting and financial reporting.
- Fully remote: Work from anywhere in the UK.
- Potential extension: Initial three-month contract with the possibility of extending.
Reference: WJ-766_23714723