Director of Financial Planning and Analysis

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About Us

Automic Group is Australia’s market leader in technology-driven investor administration. Combining proprietary cloud-native technology with expert service, Automic simplifies investor administration and governance for companies and funds. We provide the market's leading registry, employee share plans, IR analytics, and fund administration services for over 1,400 ASX-listed and unlisted organisations.

Automic’s culture is collaborative, inclusive, and purpose driven. It is grounded in our mission to connect companies and funds to their investors through technology, service, and trust, and guided by our values of One Automic, Go Beyond, Empowered, and Accountable.

About the Role

We are seeking an experienced and commercially astute Director, Financial Planning & Analysis (FP&A) to establish and lead Automic's FP&A function.

Reporting to the CFO, this newly created leadership role will partner closely with the Executive Leadership Team to translate business strategy into financial plans, performance insights and investment decisions that support sustainable growth. You'll lead budgeting, forecasting, reporting and commercial analysis across the Group, while building the capability, systems and processes required to support Automic's next stage of growth.

This is a unique opportunity to shape a critical finance function and become a trusted adviser to senior leaders in a fast-growing, technology-led business.

Responsibilities

• Lead the Group's annual budgeting process, rolling forecasts and multi-year financial planning.
• Develop and maintain planning models, assumptions, governance frameworks and reporting processes.
• Partner with business leaders to challenge assumptions, assess scenarios and optimise resource allocation.
• Deliver risk and sensitivity analysis to support strategic decision-making and proactive financial management.
• Own Group and business unit management reporting, ensuring insights are timely, accurate and actionable.
• Lead the financial performance narrative for Executive and Board reporting.
• Develop and monitor financial and operational KPIs across the business.
• Analyse revenue, cost and profitability drivers to identify opportunities for growth and margin improvement.
• Act as a strategic finance partner to the CFO and Executive Leadership Team.
• Evaluate business cases, technology investments, headcount plans and growth opportunities.
• Support M&A activity through financial modelling, scenario analysis, due diligence and benefits tracking.
• Help business leaders understand financial performance drivers and make informed commercial decisions.
• Lead, coach and develop a high-performing FP&A team.
• Build strong relationships across Finance and business units, promoting accountability and financial discipline.
• Foster a culture of collaboration, continuous improvement and commercial thinking.
• Establish scalable planning, forecasting and reporting frameworks.
• Improve the integration of financial and operational data across the business.
• Drive reporting automation, planning system enhancements and business partnering capability.
• Support improvements in data governance, performance measurement and decision-making processes.

Desired Skills and Experience

You’ll have:

• CA, CPA or equivalent professional qualification.
• 10+ years' experience in FP&A, commercial finance or business partnering roles.
• 5+ years leading finance teams and developing high-performing talent.
• Experience in managing budgeting, forecasting and performance reporting across multiple business units.
• Proven ability to influence senior executives and challenge assumptions constructively and influence commercial and resource allocation decisions.
• Experience translating strategy into multi-year financial plans and evaluating business cases, investment returns and financial risks.
• Experience developing headcount plans and capital expenditure forecasts, with a sound understanding of technology roadmaps and their financial impact, as well as providing ad hoc analysis and contributing to data governance.
• Ability to communicate complex financial information clearly, including developing Executive and Board-level presentations and recommendations.
• Experience building and developing teams and improving finance processes, planning systems, reporting and business partnering capability.
• Hands-on experience using enterprise FP&A systems to build and manage budgets and forecasts; involvement in implementing an FP&A system is highly desirable.
• Strong commercial judgement, collaborative leadership and the ability to balance strategic priorities with hands-on delivery in a growing business.
• Experience supporting M&A financial analysis, diligence or post-acquisition benefit tracking is desirable.

Highly Regarded

• Experience within technology, SaaS, fintech or financial services environments.
• Exposure to recurring revenue business models.
• Experience implementing or managing enterprise FP&A platforms.
• M&A modelling, due diligence and post-acquisition integration experience.
• Experience working with BI and analytics tools.

Why join Automic:

You’ll be part of a team where operational excellence, collaboration, and continuous improvement are genuinely valued. This is an opportunity to deepen your expertise, contribute to meaningful outcomes, and grow your career within a high-performing, purpose-led fintech environment.

Key Benefits include:

• Hybrid working
• A High growth, scale-up organisation
• Professional career growth & development
• Supportive & fast paced environment

If the above sounds like you, please apply for this exciting opportunity and be part of the growth journey at Automic!

Please note, Applications will be reviewed as they are received, and interviews may commence prior to the closing date.