Finance and Commercial Excellence Manager

About the role

A global leader in intelligent climate and energy solutions is seeking a high-impact finance professional to join its Australia leadership team in a hybrid role spanning Financial Planning & Analysis and Commercial Excellence. The role strengthens financial rigor and improves sales effectiveness by embedding disciplined pipeline management, forecasting accuracy and performance cadence across the sales organisation. It works closely with the Finance Business Partner and Sales leadership.

Key responsibilities

• Lead and support forecasting, budgeting, monthly close and financial planning, partnering with the Finance Business Partner and regional FP&A teams.
• Analyse P&L, balance sheet, cash flow, orders, backlog, pricing, costs and segment profitability to identify trends, risks and opportunities.
• Prepare financial and commercial reporting, dashboards and presentations for senior leadership and regional stakeholders.
• Support financial system and process integrations, including data migration, validation and harmonisation, and drive improvements in automation and reporting accuracy.
• Drive pipeline health, sales forecast accuracy and early identification of commercial risks and opportunities.
• Establish disciplined sales processes, opportunity definitions, pipeline inspection rhythms and governance aligned with regional commercial excellence standards.
• Own CRM governance, sales dashboards and commercial data quality.
• Partner with sales leaders on targets and performance reviews, and lead the local execution and change management of commercial excellence initiatives.

Required profile

• Strong FP&A and financial analysis capability, with experience in budgeting, forecasting, management reporting, variance analysis and turning financial data into business insights.
• Commercially focused mindset, able to recommend actions on revenue, margin, pricing, costs, orders and backlog.
• Experience partnering with sales and commercial teams, including CRM platforms, pipeline management, forecasting and commercial reporting.
• CPA, CFA or equivalent professional finance qualification preferred, supported by about 5-10 years of relevant experience.
• Strong stakeholder management and communication skills, able to work independently in a fast-paced environment.

Required skills

• Advanced Excel and financial modelling
• Working with complex datasets and automating reporting