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Senior Manager - Financial Planning & Analysis

Sydney, Australia
Closing date
Jul 20, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • More time off for the things that matter - Up to 6 weeks' leave
  • Work where we work best - Hybrid office/work-from-home environment
  • Competitive salary package

About the business

A global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.

The role of Senior Manager - Financial Planning & Analysis is focused on leading and managing a team to deliver value via forecasting and annual business plan for Asset Management Australia and effective decision support to the business and leaders.

About the role

  • Hands on ownership of forecast and budgeting process including key stakeholder management (business, boutiques, CEO/CFO), forecast models, and delivering insights as a trusted advisor
  • Partner with the business to gain insights, forecast, and track performance against plan.
  • Collaborate with financial control function with respect to cost allocations, accruals/provisions, tracking and analysis of actuals vs forecast and plan.
  • Drive financial system integration and development to support a trusted FP&A function.
  • Provide key business decision support and business case analysis as required.
  • Provide finance ownership of all variable reward schemes

About you

  • Accounting, Finance or Business Degree and CA/CPA preferred
  • 8+ years experience, with sound knowledge of financial accounting, and strong knowledge of management reporting, cost management, and financial planning & budgeting processes
  • Excellent verbal, written and presentation skills
  • Asset Management industry experience preferred


Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

Employee benefits
  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Access to LinkedIn learning, study support and commitment to supporting professional development
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun

Diversity and inclusion
  • WGEA Employer of Choice for gender equality since 2018
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
  • A growing number of employee-led networks who work to raise awareness and drive continued change
  • We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.

Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders. Some roles may require that full vaccination is maintained for the safety and well-being of our clients. If this is applicable to the role that you have applied for, we will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.

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