About this opportunity:

We are seeking a FP&A Manager to help grow the Freenome Finance team. The FP&A Manager will support planning for key business processes and requires strong financial reporting, forecasting, planning and modeling skills and excellent communication and collaboration skills and business judgment. The ideal candidate is both technically sound and can be a proactive internal consultant, beyond their analytical prowess through their understanding of secondary data, industry knowledge, and track record of innovative and impactful decision support. You will be a strategic architect of our financial future, moving beyond static reporting to provide the actionable insights that drive our commercial scale.

The role reports to the Chief Financial Officer (CFO) and is a critical and high visibility position interacting heavily with the business.

You are passionate about Finance and desire to have a significant impact on the continued growth of an organization dedicated to changing the entire landscape of cancer.

What you’ll do:

Strategic Business Partnering:

• Serve as the dedicated financial advisor to department heads (R&D, Commercial, Operations), translating complex financial data into a narrative that drives decision-making.
• Identify financial opportunities by deeply understanding the drivers of our diagnostic platform and product offerings.

Proactive Budget Management:

• Drive corporate planning processes through rigorous oversight of departmental budgets and forecasts, ensuring alignment with Freenome’s strategic priorities.
• Empower budget owners with self-service tools while providing the “guardrails” necessary for a public company environment.

Actionable Analysis and Reporting:

• Deliver effective monthly and quarterly reporting that drives accountability, scaled by leveraging technology.
• Establish, track, and report Key Performance Indicators (KPIs) specific to a commercial-stage diagnostic company, such as test volume, ASP, and COGS per test.
• Ensure resources are aligned with strategic and operating priorities and clear financial controls are maintained.
• Identify key business issues that impact short-term and long-range market forecasts; clearly and proactively surface these issues.
• Influence key decisions by delivering high value financial analysis that highlight root causes of variance, trends, and identify actionable opportunities to invest, reduce costs, and mitigate risks.

Systems Innovation and AI Integration:

• Build and refine the forecasting tools, short-term and long-term forecasts models.
• Support the implementation, buildout and continuous improvement of key financial systems, such as ERP, planning and budgeting systems and business Intelligence tools.
• Apply AI and machine learning tools to automate routine reporting and enhance predictive accuracy in our forecasting models.
• Collaborate with the broader organization to drive process and systematic improvements across the Company.

Must haves:

• Bachelor’s degree in Accounting/Finance/Business.
• Minimum of 8 years of progressive Accounting and Finance experience with at least 6 in FP&A and/or business partnering in a fast-paced, high-growth biotech, diagnostic, medical device environment.
• Willingness to roll up your sleeves, handle large amounts of data and build complex financial models.
• Excellent organizational and analytical skills with the ability to creatively solve problems with a data-driven approach.
• Ability to articulate complex financial concepts in understandable terms to non-finance professionals.
• Demonstrated ability to think strategically while maintaining a command of the details.
• Demonstrated ability to develop client group business acumen and provide actionable insights and recommendations to improve KPIs.
• Mastery of Excel and ERP systems (e.g. Netsuite) and proven experience implementing or optimizing FP&A software and a demonstrated interest in AI-driven analytics.
• Passion for automation and continuous improvement to reduce human error and dependency on spreadsheets.
• Proven experience building financial management processes, management reporting, and establishing the financial discipline required in a scaling organization.
• Well-versed in the requirements of a public company and adherence to all applicable laws, rules, and regulations.

Nice to haves:

• MBA/CPA or CFA a plus.
• Experience as a FP&A professional for single-site labs (FDA/CLIA diagnostics business) and/or reagent manufacturing environments.
• Knowledge of clinical diagnostics development, operations, portfolio management and commercial GTM planning.

Benefits and additional information:

The US target range of our base salary for new hires is $146,775 - $183,750. You will also be eligible to receive equity, cash bonuses, and a full range of medical, financial, and other benefits depending on the position offered.  Please note that individual total compensation for this position will be determined at the Company’s sole discretion and may vary based on several factors, including but not limited to, location, skill level, years and depth of relevant experience, and education. We invite you to check out our career page @ freenome.com/job-openings/ for additional company information.  

Freenome is proud to be an equal-opportunity employer, and we value diversity. Freenome does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Applicants have rights under Federal Employment Laws.  

• Family & Medical Leave Act (FMLA)
• Equal Employment Opportunity (EEO)
• Employee Polygraph Protection Act (EPPA)

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Position Summary

The Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function. This role has accountability to deliver revenue targets and growth ambitions for the business. It will drive the strategic direction, growth, and excellence of personalised wealth advisory services to high-net-worth (HNW)) and ultra-high-net-worth (UHNW) clients and their families.

The Head of Wealth Advisory leads an end-to-end team of wealth advisors, paraplanners, client service and operations professionals while ensuring fiduciary standards, regulatory compliance, exceptional client outcomes, and sustainable business growth. This individual serves as a key member of the senior leadership team, championing client-centric advice, innovation in financial planning & investment solutions, and the overall performance of the advisory platform.

This role can be located in Syndey, New South Wales, Australia; Brisbane, Queensland, Australia.

Primary Responsibilities

Strategic Leadership & Business Development

• Define and execute the long-term vision and strategy for the FPA Wealth Advisory team, aligning with overall business objectives and prioritising both organic and inorganic growth pathways.
• Drive organic growth in Net New Assets (NNA), revenue, and market share through new client acquisition, deepening existing relationships, expanding service offerings, and cultivating a robust referral ecosystem.
• Build and nurture high-value referral partnerships with external centers of influence (e.g., CPAs, Wills & Estates Lawyers, Consultants, and other professionals) to generate consistent, high-quality leads and enhance t
• he firm's reputation in target markets.
• Partnering with the President of Focus Partners Australia to identify, evaluate, and pursue strategic expansion opportunities through mergers and acquisitions (M&A), including assessing potential acquisition targets (e.g., complementary advisory practices or teams) and joint ventures.

Performance & Reporting

• Own P&L responsibility for the Wealth Advisory division.
• Monitor key performance indicators (KPIs) including NNA growth (organic and inorganic), revenue per advisor, referral-sourced new business, client acquisition/retention, fee realisation, profitability, and M&A pipeline/progress, process efficiency metrics (eg time saved through automation or AI adoption)
• Provide regular executive reporting and presentations to senior leadership on growth strategies, partnership outcomes, digital initiatives, M&A opportunities and operational efficiencies.

Team Leadership & Talent Development

• Lead, motivate, and mentor a high-performing team of private wealth advisors, associate advisors, paraplanners, client service and operations professionals.
• Collaborate with People & Culture (P&C) to foster a culture of growth, excellence, collaboration, continuous learning, and client-first mindset.
• With P&C establish clear performance metrics, compensation structures (including incentives tied to referrals and growth initiatives), and development programs aligned with business goals.

Client Experience & Advisory Excellence

• Ensure delivery of highly personalised, comprehensive wealth advisory services including financial planning, investment portfolio construction, retirement & legacy planning, tax-efficient strategies, risk management, philanthropy, and intergenerational wealth transfer.
• Maintain ultimate accountability for the overall client experience with a focus on client satisfaction and retention.
• Champion the business’s regulatory obligations, best-in-class advice standards and seamless integration of digital experiences (e.g client portals, automated insights) with human led advice.
• Partner with Risk & Compliance, Service Design & CX and technology teams to proactively address regulatory changes, emerging risks, service challenges and opportunities for process automation.

Qualifications

• 10+ years of progressive experience in wealth management or financial advisory services in Australia, with at least 6–8 years in senior leadership roles (e.g., Head of Advice, Head of Sales etc)
• Proven track record of building and scaling high-performing advisory teams, driving consistent FUM & revenue growth through organic channels, referral networks, and inorganic initiatives (M&A, acquisitions, or integrations).
• Demonstrated success in leveraging technology (e.g., CRM systems, AI/analytics tools, portfolio platforms, automation workflows) to drive efficiency, adviser productivity, and client outcomes.
• Experience driving teams to deliver repeatable, scalable processes to automate routine tasks, streamline operations, and support business growth.
• Expertise in comprehensive wealth planning, portfolio construction, capital markets, alternative investments, tax/estate strategies, client relationship management, and business development via professional alliances.
• Full compliance with ASIC professional standards for relevant providers (including meeting the legislated education/qualifications standard as of 1 January 2026 or via experienced provider pathway, registration on the Financial Advisers Register (FAR), and ongoing CPD obligations).
• Bachelor’s degree in Finance, Commerce, Economics, Business Administration, or related field (Master’s degree, MBA, or equivalent strongly preferred).
• Strategic thinker with strong business acumen, commercial orientation, and experience in evaluating M&A opportunities, partnership structures, and digital transformation roadmaps.
• Exceptional leadership, coaching, and people-development capabilities, with a focus on building growth oriented, client focused advisory teams
• Outstanding interpersonal and communication skills; able to build trust with sophisticated clients, advisers, external referral sources, technology partners, and C-suite executives.
• Deep understanding of the current Australian regulatory environment (ASIC, Corporations Act, best interests duty, FAR), fiduciary best practices, integration considerations in M&A, and technology-enabled compliance/risk management.
• Analytical mindset with ability to interpret performance data, market trends, deal valuation/diligence, and efficiency metrics from automated systems.
• High degree of integrity, professionalism, and commitment to ethical standards.

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