Who are we?
Citation Group brings together
real-world HR, Safety, Legal and Certification expertise with adaptable workforce management and payroll technology - helping businesses across Australia, New Zealand, Canada and the UK run with confidence every day. With a UK parent backed by global private equity, our plan is to more than double the size of the business over the next few years through both organic growth and acquisition. Something is always landing - and Finance is at the centre of it.
The role
This is a
newly created position reporting to our FP&A Manager. You'll be the modelling and forecasting engine of the team - owning the Group's budgeting, forecasting and management reporting models across five business units, and turning actuals and operational drivers into forward-looking insights helping shape the decisions of business leaders.
Your role is involved in Month-end but then works through the models, the scenarios, the story behind the numbers to have productive conversations with sales, marketing and operations teams.
What you'll do
- Own and maintain the Group's rolling forecast and annual budget models across all five business units
- Build sophisticated revenue, cost, headcount and cashflow models, including scenario and sensitivity analysis
- Move our forecasting towards driver-based models connecting operational metrics (ACV, churn, utilisation) to financial outcomes
- Produce monthly management reporting and contribute to Board and PE investor packs that stand up to scrutiny
- Partner directly with business unit leaders, helping them understand the financial implications of commercial decisions
- Provide modelling and analytical support for potential acquisitions
- Continuously improve our forecasting and reporting through automation and better tooling
What you'll bring
- CA or CPA qualification (or equivalent) - a Big 4 or chartered background is highly regarded
- Strong, demonstrable financial modelling and forecasting ability - this is the core of the role
- Experience in FP&A, commercial finance or management accounting, ideally across multiple entities
- Advanced Excel - complex modelling, large well-structured workbooks
- Commercial curiosity - you genuinely want to understand the business behind the numbers
- Comfort with ambiguity and the confidence to work autonomously in a fast-changing environment
- The communication skills to make numbers meaningful for non-finance leaders
Nice to have: experience in a PE-backed or divisional finance structure, SaaS/subscription metrics (ACV, churn), planning tools (Workday Adaptive), Power BI or Salesforce data.
Why join us?
- 9x recognised Employer of Choice with a collaborative, high-performing culture
- Rare breadth of learning: professional services, SaaS, M&A & PE reporting in one role
- Real progression as the business scales - this role will grow with us
- Weekly team stand-ups, visible leadership, and a manager invested in your development
Next steps?
Hit the Apply button with your updated CV.
Applicants from recruitment agencies will not be considered. Applicants must have valid working rights for Australia on an unrestricted basis. 