Financial Planning & Analysis Manager
RecordPoint
Accounting & Finance
Sydney, NSW, Australia
Posted on Oct 23, 2025
RecordPoint is a data and information lifecycle management SaaS product designed to give highly-regulated organizations a competitive edge through safer, more secure, and better-managed data. We're a disruptor in our industry, set apart from competitors by our cutting edge technology and innovation-first mindset.
Our global customer list includes top-tier brands and government agencies like the City of New York, Westpac, National Australia Bank (NAB), Australian Prudential Regulation Authority (APRA), Security Benefit, Cupertino Electric, Australian Securities & Investments Commission (ASIC), Transport for NSW, Ausgrid, Pacific Gas & Electric (PG&E), and Delaware Life.
But there's more to us than the what we do — like the who behind it all. Team RecordPoint is made up of 100+ tech-driven professionals at the top of their respective fields. Together, we foster a supportive, collaborative and transparent environment, collectively working toward the singular goal of continuously doing better.
While we've got all the perks you'd expect — think truly flexible work arrangements, generous paid parental leave, 4 weeks annual leave and Employee Share Options — you might find that the greatest benefit of all, is the team you join.
Scope:
We are seeking a highly motivated and analytical FP&A Manager to play a critical role in our financial planning and analysis function. You will be a key business partner to the CFO and CEO of RecordPoint, providing insights and analysis to support strategic decision-making. You will also partner with each function at RecordPoint to further our data-driven culture.
Advanced proficiency in Excel is a must, and experience with PowerBI or other data visualization tools are a plus. A key part of the role is creating and maintaining dashboards across all functions at RecordPoint including finance, sales and marketing, operations and engineering to support data-driven decision-making and strategic planning.
This is a high-impact role with significant growth potential in a fast-paced, entrepreneurial environment.
You will do:
- KPI Tracking and Reporting: Develop and maintain dashboards to track key performance indicators (KPIs) and provide regular reporting to management.
- Strategic Analysis: Support strategic initiatives by providing financial analysis and modeling to evaluate potential investments and new business opportunities.
- Pricing Strategy: Conduct with the Product team market research and competitive analysis to inform pricing decisions. Model the financial impact of different pricing structures and strategies.
- Process Improvement: Identify and implement process improvements to increase efficiency and accuracy within the FP&A function.
- Financial Modeling and Forecasting: Develop and maintain complex financial models to forecast revenue, expenses and cashflow.
- Budgeting and Planning: Collaborate with department heads to create annual budgets and long-term financial plans.
- Variance Analysis: Analyze actual results against budget and forecast, identifying key drivers of variance and providing actionable insights.
You will bring:
- Bachelor's degree in Finance, Accounting, or a related field.
- 5+ years of experience in FP&A, preferably in a SaaS or B2B environment.
- Strong financial modeling and analytical skills.
- Advanced Excel modeling
- Data visualization and analytics (PowerBI, other tools)
- Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights for non-finance stakeholders.
- Self-starter with the ability to work independently and proactively in a fast-paced environment.
- Understanding of technology companies challenges highly desired
- Strategic thinker with excellent business acumen, capable of independent project management, and possess strong financial modeling skills.
- The role demands a results-driven individual who is comfortable working in a dynamic environment and is committed to driving continuous improvement and operational excellence.
Why RecordPoint:
- Fast-growth Australian-owned company
- Flexible work environment and a strong focus on work-life harmony
- Innovation is our way of life
- Personal Development budget for all staff
- Access to Employee Stock Ownership Plan
- A brilliant graduate program that provides both mentoring and growth opportunities for all
- Work on a product that makes a real social-good impact on the world
- Global opportunities!
Know more:
By checking us out on all the usual platforms, and especially our About Us https://www.recordpoint.com/about
or our Life at RecordPoint blog: https://www.recordpoint.com/blog/what-its-like-to-work-at-recordpoint
How to apply:
Click the 'apply now' button send us your CV.
RecordPoint is an equal opportunities employer.
We offer a fast-paced, dedicated and enjoyable environment, working with some of the best people in the industry.
If you want to know what to expect from a RecordPoint application process, read more here: https://www.recordpoint.com/careers
No recruiters please, we've got this one covered.
You will need to pass a police background check to be eligible for employment at RecordPoint.