FP&A Senior Analyst

Senior FP&A Analyst | Sydney CBD

A leading insurance underwriting and distribution platform is seeking a Senior FP&A Analyst to join its growing finance team in Sydney.

Key Responsibilities:

Financial Planning & Forecasting

· Lead and support budgeting, quarterly forecasting, and long-range planning processes

· Build and maintain financial models to support strategic and commercial decision-making

· Partner with business leaders on revenue, expense, headcount, and profitability forecasting

· Support scenario modelling and rolling forecasts for executive leadership

Performance Reporting & Insights

· Deliver monthly management reporting packs, dashboards, and executive analysis

· Analyse underwriting performance, commissions, expenses, and key operational KPIs

· Provide commentary on variances to budget, forecast, and prior periods

· Identify key business drivers, risks, and opportunities across the portfolio

Commercial & Strategic Support

· Support M&A, integration, and strategic initiatives with financial analysis and modelling

· Assist with pricing, profitability, and portfolio performance analysis

· Deliver scenario and sensitivity modelling to support executive decisions

· Support cost optimisation and operational efficiency initiatives

Business Partnering

· Work closely with underwriting, operational, and finance leadership teams

· Provide financial insight, challenge assumptions, and support decision-making

· Drive accountability through data-led performance insights

Systems & Process Improvement

· Contribute to improvements in reporting, forecasting, and data quality

· Support finance transformation and automation initiatives

· Assist with enhancements to ERP and BI/reporting tools

About You

· 5-7+ year's experience in FP&A, commercial finance, or finance business partnering

· Strong financial modelling, forecasting, and analytical skills

· Advanced Excel and stakeholder engagement capability

· Ability to translate complex data into clear commercial insights

· Strong communication skills with experience presenting to senior stakeholders

Desirable:

· Experience in insurance, underwriting, or regulated financial services environments

· Exposure to multi-entity or portfolio-based organisations

· CA/CPA qualified or working towards

· Experience with tools such as Power BI, TM1, or Dynamics 365

· Exposure to M&A or finance transformation projects

By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: https://www.roberthalf.com/au/en/privacy. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.