Finance Planning & Analysis Lead

About the role

MIPS, a member-focused organisation supporting healthcare professionals across Australia, is transforming its systems, data and business capabilities, with finance central to the change. Reporting to the Financial Controller, the FP&A Lead takes ownership of budgeting, forecasting, management reporting, KPI reporting and performance analysis, partnering with executives and senior leaders. The role also leads the implementation of AI and manages a team of two.

Key responsibilities

• Lead the budgeting and forecasting process across the organisation
• Deliver management reporting, KPI analysis and performance insights
• Partner with executives and senior stakeholders to support commercial and strategic decisions
• Translate complex financial information into clear insights for non-finance stakeholders
• Identify trends, risks and opportunities across financial and non-financial performance
• Modernise planning and reporting processes, reduce manual activity and explore how automation, AI and emerging technology can improve the quality, timeliness and efficiency of financial information
• Support the organisation's transformation agenda and lead, coach and develop two direct reports

Required profile

• Commercially minded finance professional who partners with the business and influences decisions
• Comfortable engaging with senior leaders and challenging thinking constructively
• Degree in Accounting, Commerce or Business
• CPA, CA or similar qualification

Required skills

• Strong FP&A experience in budgeting, forecasting, management reporting and financial analysis
• Ability to partner with and influence senior stakeholders
• Experience in insurance, financial services or another regulated environment
• Track record of improving reporting, financial processes and ways of working
• Leadership, coaching or mentoring experience