Finance Manager -- Financial Planning & Analysis at Iress

• We are seeking an experienced and strategic Finance Manager: Financial Planning & Analysis (FP&A) to join our senior leadership team. This role is responsible for driving financial planning, analysis, and management across the business, ensuring robust decision-making and sustainable growth. Success in this role means delivering accurate financial insights, building strong collaborative relationships with business leaders, and embedding financial stewardship into day-to-day operations.
• The ideal candidate will bring proven senior leadership experience, strong FP&A expertise, and the ability to lead and inspire a team. They will combine deep technical knowledge with excellent stakeholder management skills, shaping financial strategies that align with organisational goals and enable business agility.

Some of the awesome things you would be involved with:
Accountabilities & Deliverables

• Lead financial planning and analysis processes to support strategic and operational decision-making.
• Develop, maintain, and oversee cost models for services, projects, and components to meet strategic objectives.
• Define and implement charging models for service provision and consumption-based costs (e.g., cloud services).
• Analyse and forecast revenue streams, ensuring accurate visibility of top-line performance across products, services, and geographies.
• Identify opportunities for revenue growth and margin improvement through pricing strategies, product mix optimisation, and commercial insights.
• Partner with sales, product, and commercial teams to align financial planning with revenue-generating activities and market opportunities.
• Develop revenue reporting dashboards and models that enable proactive monitoring of pipeline, conversion, and retention metrics.
• Provide strategic input on go-to-market initiatives, pricing structures, and customer profitability analysis.
• Align budgeting, forecasting, and accounting practices with organisational objectives.
• Prepare and present insightful financial analysis, reports, and recommendations to senior leadership.
• Incorporate scenario planning, sensitivity analysis, and risk assessment into budgets and forecasts.
• Provide proactive financial risk management and mitigation strategies.
• Monitor business unit financial performance against KPIs, offering insights and recommendations.
• Drive adoption of financial practices that support iterative and agile ways of working.
• Collaborate with stakeholders across functions to support cost management, optimisation, and decision-making.

Leadership Responsibilities

• Recruit, interview, and select suitable candidates for open positions.
• Onboard and integrate new team members effectively.
• Manage the performance and development of team members.
• Set, track, and monitor KPIs for the team.
• Provide continuous learning and development opportunities.
• Build an engaged, motivated, and high-performing team culture.

Key Relationships

• Chief Financial Officer and Finance Leadership Team
• Executive Leadership Team and Business Unit Heads
• Product, Technology, and Operational Leaders 
• Legal, Risk, and Compliance Teams
• External Auditors and Regulatory Bodies

What you will bring:
Qualifications and Certifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (required).
• Professional qualification such as CA(SA), CIMA, ACCA, or CPA (preferred).
• 10+ years of experience in Finance, Finance Planning and Analysis
• Strong knowledge of IFRS, accounting standards, and regulatory requirements.
• Demonstrated experience in FP&A leadership roles within complex organisations

Professional Skills and Competencies
Financial Management & Control

• Manage financial resources responsibly, ensuring alignment with organisational goals and compliance with regulatory requirements.
• Design and oversee cost and charging models that balance cost recovery with sustainable revenue growth.
• Anticipate and mitigate financial risks while enabling agile and adaptive practices that support commercial performance.

Revenue & Commercial Insight

• Analyse and forecast revenue streams across products, services, and geographies, providing clarity on pipeline, retention, and growth.
• Partner with commercial, sales, and product teams to align financial planning with revenue-generating activities and market opportunities.
• Support pricing, margin, and product-mix decisions through robust analysis and commercial modelling.
• Develop and maintain revenue dashboards and KPIs to monitor performance and inform strategic actions.

Budgeting, Forecasting & Planning

• Lead the design and delivery of budgets and forecasts that integrate both revenue and cost perspectives.
• Apply scenario planning and sensitivity analysis to test assumptions on sales, pricing, and market demand.
• Ensure forecasting processes incorporate leading indicators of revenue performance, not just cost trends.

Business Intelligence & Data Visualisation

• Oversee BI and financial analysis activities, ensuring data accuracy, integrity, and accessibility.
• Translate complex data into clear, actionable insights through effective dashboards, reports, and presentations.
• Apply knowledge of BI tools (e.g., Power BI, Tableau, Qlik, or similar) to support decision-making and performance tracking.
• Champion data-driven storytelling, ensuring insights are communicated in a way that influences senior stakeholders.

Leadership & Collaboration

• Coach and develop team members, including financial and BI analysts, to build strong analytical and commercial capabilities.
• Communicate financial insights clearly to both finance and non-finance stakeholders, translating analysis into business impact.