Financial Planning Leader

5 hours ago

Australia beBeeStrategist Full time $130,000 - $150,000

About the Role
Senior Financial Strategist
We are seeking a seasoned finance professional to act as the 2IC to the CFO, stepping into a pivotal role that balances strategic thinking, commercial insight, and hands-on financial work.

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Your Key Responsibilities:
1. Collaborate with the CFO on budgeting, forecasting, financial planning, and modelling.
2. Own the development and improvement of financial dashboards and internal reports.
3. Provide insightful KPI analysis, variance commentary, and executive-level reporting.
4. Partner with commercial teams to support pricing strategy, cost analysis, and product profitability.
5. Design and enhance reporting tools using Excel, Power BI.
6. Support payroll administration and help maintain compliance.
7. Take part in financial reporting and board pack preparation.
8. Work closely with senior stakeholders including the CFO, CEO, and CCO.

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Requirements:

  • CPA/CA qualified with a degree in Finance, Accounting, or similar
  • 5-7+ years' experience in finance roles, ideally within payments, fintech, or related industries
  • Strong Excel, Power BI, MYOB, and financial modelling skills
  • Confident communicator who can translate financial insights into business action
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Benefits:

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  • Own a high-impact role with direct access to the CFO, CEO, and private equity stakeholders your insights will help shape business-critical decisions.
  • Work alongside a commercially driven, supportive CFO who values initiative, empowers independence, and is committed to mentoring the right person towards a future CFO pathway.
  • Drive meaningful change, influence pricing strategy, reporting design, and system improvements across a fast-moving, data-driven business.
  • Join a collaborative, relaxed, and ambitious culture that balances professionalism with a strong sense of ownership and trust.
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Why This Opportunity?

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This is a rare chance to step into a senior analytical role where your ideas and models directly impact performance, growth, and profitability.

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