What are the responsibilities and job description for the FP&A Analyst position at Stake?
Stake is looking for an FP&A Analyst to join us at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH).
We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, we’ve empowered a new wave of investors. Stake has grown fast from a fintech startup into a robust financial services company. Today we have 700,000 customers and more than A$5 billion under administration.
At Stake, we break barriers in everything we do. Just like our customers, we’re driven by ambition. Our desire for continuous growth is what creates the collaborative and high-performance environment we work in. Though we’re spread around the world, we’re a unified team moving towards a shared vision: to unleash the investor in everyone.
Join us as we continue to reshape the financial industry, inspiring investor confidence and celebrating our wins along the way.
About this role
As an FP&A Analyst, you’ll sit at the intersection of Finance, Strategy, and Data, helping us understand business performance, forecast future growth, and support commercial decision-making. Your work will provide clarity and insight to key stakeholders across the business including our Senior Leadership Team, enabling better, faster decisions.
- Data-driven insights: Use SQL, BI tools and GSheets to analyze financial and operational data, turning numbers into clear, actionable insights.
- Commercial finance & business partnering: Work with teams such as Product, Marketing, and Operations to evaluate financial impacts, pricing strategies, contract management, and growth initiatives.
- Revenue & expense analysis: Monitor key financial drivers, identifying trends and opportunities for optimization.
- Reporting & automation: Execute, build and improve financial models, dashboards, and reporting processes to enhance efficiency and accuracy.
- Accounting & financial close support: Assist in ensuring financials are accurate, working closely with statutory finance and treasury during monthly close cycles.
- Budgeting & forecasting: Support financial planning cycles, working on budgets, forecasts, and variance analysis to track Stake’s performance.
A bit about you
- 4 years of experience in finance, commercial finance, data analytics, or a related role.
- SQL skills – comfortable writing queries, extracting data, and working with large datasets.
- Advanced Excel / Google Sheets skills – financial modeling, pivot tables, automation.
- Strong commercial acumen – you understand key business drivers and how financial data translates into strategic decisions.
- Accounting knowledge – solid understanding of P&L, balance sheet, and cash flow (CPA/CA/CFA not required, but a plus if you have this or have a desire to obtain it).
- Budgeting & forecasting experience is a plus – experience managing financial plans and analyzing variances.
- Experience with BI tools (HEX, Databricks, Looker, Tableau, Power BI, or similar) strongly preferred.
- A self-starter who thrives in a fast-paced, high-growth environment.
At Stake, we’re more interested in your attitude than your resume. If you believe this is a role you want to jump into, please apply and let us know why in your cover letter!
Benefits of working at Stake
You’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it. Having said that, we also have perks.
Please see on our Careers website the list of benefits under our Grow with Stake program. They include:
- Professional development allowance
- Wellbeing allowance
- Up to 16 weeks of paid parental leave
- Childcare allowance
- Extra paid leave during tough times
- Discretionary performance bonus and talent referral bonus
Stake is an equal opportunity employer that values diversity. We’re proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We’re also endorsed by WORK180 as a great employer for women.
It all comes together to explain why Stake placed 1st in the 2024 AFR BOSS Best Places to Work list for the Banking, Superannuation & Financial Services category, across all of Australia and New Zealand.
So what happens next?
Once we've received your application, we'll give it the attention it deserves, and you'll hear from us regardless of the outcome. If we think you’d be a great fit for our team, we’ll give you a call and take it from there.
To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.
