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Head of Performance Reporting

2 weeks ago

Sydney, New South Wales, Australia HUB24 Limited Full time $120,000 - $180,000 per year

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

THE HUB24 STORY
We think creatively and we're not constrained by traditional thinking or barriers to success. We're led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.

Benefits And Life At HUB24
Learn more about our employee benefits HERE.

Job Summary
As Head of Performance Reporting, you'll lead financial performance and corporate FP&A across the HUB24 Group, driving alignment with our strategic goals and growth ambitions.

You'll own the end-to-end budgeting, forecasting, and performance reporting frameworks, ensuring they are accurate, transparent, and strategically aligned across all business units. A key part of your role will be crafting clear, high-impact board and executive presentations that guide critical decisions and support investor communications.

Responsibilities
Strategic Financial Leadership

  • Lead the Group's end-to-end budgeting, forecasting, and financial planning processes.
  • Align financial performance with strategic objectives across all business units.
  • Deliver scenario planning and sensitivity analysis to support executive decision-making.

Board & Executive Reporting

  • Prepare clear, strategic financial presentations for the Board and Executive Committee.
  • Translate complex data into actionable insights and compelling narratives.
  • Collaborate with CFO and Investor Relations on ASX reporting and external communications.

Business and Commercial Analysis

  • Drive financial insight and commercial support across the Group and Platform business.
  • Evaluate revenue, pricing, investments, and expense management from a strategic lens.
  • Lead initiatives to enhance forecasting accuracy, reporting quality, and process efficiency.

Platform & Pricing Strategy

  • Own pricing governance across platform and enterprise offerings.
  • Partner with Product, Sales, and Strategy teams to refine pricing models and strategies.
  • Monitor pricing performance and deliver insights to maximise growth and margin outcomes.

Team Leadership

  • Lead, coach, and develop a high-performing team of finance professionals and analysts.
  • Foster a culture of accountability, agility, and continuous improvement.
  • Strengthen cross-functional collaboration and build strong stakeholder relationships.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or related field (CA/CPA or MBA preferred).
  • 10+ years' senior finance experience, ideally within financial services or tech environments.
  • Deep expertise in FP&A, strategic planning, and platform business models.
  • Proven track record of leading group budgeting and preparing board-level materials.
  • Strong leadership, communication, and stakeholder engagement skills.
  • Advanced financial modelling and Excel capabilities; BI tool experience (e.g., Power BI, Tableau) preferred.
  • Ability to influence decisions through clear, data-driven insights.
  • Comfortable operating in a fast-paced, high-growth environment.
  • Curious, solutions-oriented, and proactive in identifying opportunities.
  • Able to build trust and credibility across all levels of the organisation.

The Recruitment Process

  • Acknowledgement email once your application has been submitted.
  • Our Talent team will start reviewing your application. If unsuccessful, you will be notified.
  • If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role.
  • If you're a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.
  • Should you require any accommodations to the recruitment process, please email , and one of our team will contact you.
  • Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role, there may be more than two interviews.
  • Communication of outcomes to successful and unsuccessful candidates and feedback provided.
  • As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.

2024 Circle
Back
Initiative Employer
– we commit to respond to every applicant.

Endorsed by
WORK180,
we are proud to be recognised as an employer of choice for women.

We have been nominated and placed on the
BOSS Best Places to work list.
Seek Star Awards Nominated as a finalist for the
Best Employer Brand Initiative
HUB24 is an equal opportunity employer.
We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we're here to support you