At Prospa, we exist to unleash the potential of small business. We are building the future of small business and simplifying cashflow by building a leading platform that helps customers make payments, fund growth and reduce admin. Join us!

The role

As an FP&A Analyst, you’ll play a key role in shaping commercial decisions across the business, partnering closely with leaders to turn insight into action.

This is a hands‑on role where you’ll influence outcomes, support growth, and help teams understand the numbers behind their decisions.

What you'll be doing

Financial analysis and reporting

• Analyse departmental performance against targets and identify trends, risks and opportunities
• Prepare monthly management accounts and contribute to board reporting
• Deliver clear variance analysis with practical, commercial recommendations

Budgeting and forecasting

• Partner with leaders to build annual budgets and long‑term forecasts
• Track performance against plan and provide proactive guidance on cost and resourcing
• Continuously improve forecasting models and accuracy
• Work closely with Financial Control and Treasury through month end

Business partnering

• Act as a trusted advisor to department heads, supporting better decision‑making
• Provide financial insight across business initiatives, investments and ad‑hoc projects
• Monitor commercial performance and help stakeholders connect activity with outcomes

What you'll need to succeed

• Bachelor’s degree in finance, accounting, or related field.
• Proven experience in working with department leaders or similar role.
• Strong analytical, financial modelling, and problem-solving skills.
• Excellent communication and interpersonal abilities to work effectively with cross-functional teams.
• Proficiency in financial software, including ERP systems and advanced knowledge of Microsoft Excel. Previous experience using Anaplan is desirable.
• Ability to handle confidential information with discretion and professionalism.

Don't let a confidence gap get in the way of submitting your application.

What we offer:

As a busy grow getter, our benefits are here to help you be unstoppable in your mission. Whether it's a lofty career goal, investing in your family, saving the planet or simply feeling fulfilled:

• Growth: There's something for everyone including learning days, a learning allowance, leadership programs, CliftonStrengths workshops, digital learning, and biannual companywide learning weeks.
• Wellbeing: Think fitness initiatives, seasonal programs (including flu shots, massages, skin checks, wellness classes), additional "Me Days" and access to holistic EAP coaching.
• Lifestyle: Find your fit with flexible working options, top notch office facilities and diverse remote/ travel work options. You can also purchase additional leave and take up to 18 weeks paid parental leave.
• Impact: Join a business that cares and is recertified as carbon neutral. And you can tap into volunteer days, our partnership with Kiva and join a range of employee resource groups.

Why Prospa?

We're proud to be a certified Great Place to Work and recognised as a Best Workplace for Women, Best Workplace in Technology, and Best Workplace in Australia. We embrace diversity in people and ideas, fostering a collaborative, inclusive, and respectful environment where we celebrate who you naturally are.

Don't just take our word for it, check out Prospa’s culture code to see it for yourself.

Position Summary

This role provides end-to-end financial leadership across Focus Partners Australia & Escala Partners, with responsibility for shaping financial strategy, strengthening governance, and driving operational and commercial performance. As a key partner to the Leadership Team, the Group Head of Finance plays a critical role in enabling sustainable, profitable growth while ensuring strong financial discipline and regulatory compliance. The role aligns Australian business requirements with global standards, including US GAAP, and leads the continued development of a high-performing, scalable finance function that supports the organization’s long-term strategic objectives.

Primary Responsibilities

Group Financial Leadership

• Develop the multi-entity finance vision, operating model and roadmap; across FPA.
• Lead, coach and develop the finance team to enhance capability, and a culture of accountability and continuous improvement.
• Provide financial insights and recommendations to support strategic decision-making.
• Provide clear, insight-led advice to the Executive Committee and Board; translate strategy into financial plans and measurable outcomes.
• Accountable for developing and maintaining Focus Partners Australia financial and accounting policies, financial reporting systems and consistent processes across FPA, and overseeing the adherence to these, with support from Focus Corporate finance and accounting team.

FP&A, Budgeting, & Performance

• Own the annual budgeting process and rolling forecasts and partner with business units and Focus Corporate (NY) to ensure accurate financial planning. Implement driver-based models and scenario analysis.
• Monitor financial performance against budget and deliver variance analysis to Executive leadership and Focus Corporate
• Run monthly performance cadence: consolidated management packs, variance analysis, KPIs, and actionable recommendations.
• Monitor financial performance against budget and provide variance analysis for Executive leadership.

Financial Reporting & Consolidation

• Deliver timely and accurate consolidated financial statements and management reports for local leadership and global stakeholders.
• Ensure compliance with Australian Accounting Standards and alignment to US GAAP (with support from Focus Corporate team).
• Oversee month-end and year-end processes ensuring quality and timeliness.
• Produce management reports and executive dashboards with actionable insights.
• Prepare and deliver timely, accurate financial reports for local management and internationally.

Accounts Payable, Accounts Receivable, & Payroll

• Oversee accounts payable and receivable functions, ensuring efficient processing and strong controls
• Monitor ageing, cash flow impact, and working capital metrics, implementing strategies to improve payment cycles and collections.
• Undertake payroll processing and ensure compliance with Fair Work and superannuation requirements.
• Ensure accurate reporting and timely payments for employee entitlements including Escala grid payments
• Drive automation and process improvement across AP, AR, and payroll workflows.

Treasury, Cash, & Capital

• Optimise cash flow, liquidity and working capital; oversee banking relationships and covenant compliance.
• Support capital allocation decisions (investments, technology, talent) and return-on-investment tracking.

Tax, Compliance, & Governance 

• Oversee direct and indirect tax planning, lodgments (BAS, IAS, payroll tax, WorkCover) and reporting across entities; liaise with external tax advisers.
• Ensure compliance with ASIC, ATO, AUSTRAC and group reporting requirements.
• Maintain strong internal controls and risk management frameworks.
• Oversee the audit process, ensuring the timely outcome for all audit requirements.

Systems, Data, & Process Excellence

• Work with the Head of Technology & Data and counterparts in Focus Financial Partners to drive the finance technology roadmap (ERP, reporting, automation) in Australia to improve data integrity and cycle-time.
• Champion process simplification and digitisation across accounts payable, accounts receivable, payroll, and reporting.
• Establish a single source of truth for key financial data and metrics, enabling real-time analytics and dashboards for the Leadership Team
• Champion the Focus Workday implementation, including assessment of local platforms and integration with Workday

Commercial Partnering & Growth

• Partner with business leaders to evaluate pricing, product mix, client profitability and growth initiatives.
• Lead financial due diligence and integration planning for strategic projects/M&A as required.
• Provide financial modelling and investment cases for new services, partnerships and scaling opportunities.

Qualifications

• CA or CPA qualified is required.
• Extensive experience in financial leadership across controls, tax, risk management, treasury, FP&A, and commercial finance—ideally within global financial services organisations.
• Strong understanding of Australian tax and compliance requirements.
• Advanced proficiency in financial systems and Excel.
• Demonstrated experience in data-driven decision-making.
• Expertise in FP&A and business partnering to support executive-level planning and decision-making.
• Strong financial and management reporting skills.
• Strategic thinker with strong analytical skills.
• Ability to drive change, innovate, and deliver results in a fast-paced environment.
• Proven leadership and people development skills.
• High attention to detail and commitment to compliance.
• Skilled in engaging and influencing diverse stakeholders, including executives, business units, vendors, and auditors.

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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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