FP&A Business Partner

About Us

Selfwealth operates as part of Syfe group - one of the largest investment platforms in APAC with over US$10 billion in assets under administration. We’re transforming how everyday Australians approach stock market investing. By providing one of the country’s most intuitive mobile and web platforms, we’ve driven down investment costs while empowering individuals to take control of their financial future.

Together, we aim to shape the future of wealth for millions during Australia’s largest generational wealth transfer in history by delivering innovative tools and experiences for anyone ready to build real, long-term wealth.

If you’re passionate about empowering individuals and shaping the future of investing, join us in making a lasting impact!

The Right Profile

As the FP&A Business Partner, you’ll provide financial insights and analysis that support strategic decision-making across the business. Working closely with stakeholders, you’ll drive budgeting, forecasting, and performance reporting, while identifying opportunities for process improvements. Acting as a trusted advisor, you’ll ensure financial objectives align with operational goals, helping the organisation achieve sustainable growth.

Key Responsibilities

• Preparing, analysing, and interpreting financial reports, highlighting key performance indicators, trends, and variances to support informed decision-making.
• Developing accurate financial models, forecasts, and presentations to guide budgeting and scenario planning.
• Partnering with stakeholders across the business to align financial objectives with strategic goals and evaluate new projects, products, and initiatives.
• Monitoring budget-to-actual performance, identifying risks or opportunities, and recommending adjustments.
• Providing actionable insights to senior leadership to support strategic planning and resource allocation.
• Analysing market trends, industry benchmarks, and competitor data to inform business strategies.
• Ensuring compliance with financial regulations, accounting standards, and internal policies.
• Identifying opportunities to streamline and improve FP&A processes, tools, and methodologies.
• Maintaining strict standards for data security, confidentiality, and risk management.

Qualifications

• Proven experience in financial planning & analysis, including financial modelling and data analysis.
• Strong knowledge of accounting principles and financial concepts.
• Background in dynamic environments, ideally within technology, financial services, or investment-related industries.
• Demonstrated ability to partner with cross-functional teams and senior leadership.
• Excellent communication and presentation skills, with the ability to simplify complex financial concepts.
• Strong problem-solving skills, adaptability, and a proactive, solutions-oriented mindset.
• Tertiary qualifications in Finance, Accounting, Economics, or a related field.
• Professional certification such as CA, CPA, CFA (or working towards one) is highly regarded.

What You’Ll Get:

• Join a growing start-up shaping the Australian investment landscape.
• An office location in Melbourne CBD, with a fully stocked pantry
• Premium Selfwealth trading account & 20 free trades per quarter
• If you’re ready to play a leading role in redefining how Australians invest and want to join a business where your impact will be felt from day one, we’d love to hear from you