Finance & Strategy Analyst

About Linkly

Linkly is a private equity-backed Australian fintech specializing in payment integration solutions. It leads in ecommerce recurring billing with middleware supporting over 200,000 terminals and processing more than two billion transactions yearly. The company integrates payment terminals with POS systems and is innovating toward terminal- and acquirer-independent in-store payment solutions. Clients include prominent banks and retailers such as Woolworths, David Jones, JB Hi-Fi, and Bunnings. Linkly aims to remain at the forefront of payments technology, delivering value to merchants, banks, acquirers, and POS vendors, while expanding internationally.

Role Overview

The Finance & Strategy Analyst will split their efforts approximately evenly between financial planning and analysis (FP&A) and strategic initiatives. Key duties include developing and maintaining advanced financial models critical for forecasting, pricing, and planning. The analyst will transform complex data into strategic insights for senior leadership and the Board. The role applies corporate finance expertise in pricing, mergers & acquisitions, and market evaluation, while promoting AI integration to enhance financial team efficiency.

Located in Melbourne, this position collaborates closely with the Head of Strategy, Financial Controller, CFO, and Commercial teams.

Key Responsibilities

• Develop, manage, and continuously improve Linkly's financial models to ensure they are structured, documented, version-controlled, and audit-ready.
• Analyze financial data segmented by business units, identifying trends, drivers, and variances.
• Conduct month-end reports including P&L and key performance indicators, delivering clear explanatory commentary.
• Proactively highlight risks, cost-saving options, and performance discrepancies.
• Lead the monthly forecasting process comprehensively, providing a dependable rolling reforecast.
• Manage the full annual budget and three-year strategic planning process.
• Aim for forecast accuracy within 3% variance on revenue and EBITDA.
• Consolidate business-wide financial inputs to present a unified performance overview.
• Create high-quality Board and executive reports, including financials and KPIs, suitable for a private equity-backed enterprise.
• Develop and maintain sophisticated PowerPoint presentations that translate complex data into actionable stories for senior stakeholders.
• Support the Commercial team with pricing strategies, forecasting, and revenue modeling.
• Perform pricing analyses and detailed cost assessments for large enterprise contracts and assist with deal review processes.
• Offer financial modeling and analytic assistance for mergers and acquisitions including valuation, market sizing, synergy analysis, and due diligence.
• Evaluate new markets and growth opportunities, testing assumptions and quantifying potential benefits.
• Integrate AI tools into finance workflows to speed up and deepen analysis.
• Identify and implement operational improvements, focusing on shortening month-end close cycles and sharing efficient processes across the finance team.

First Year Goals

• Complete rebuilding or review of fundamental financial models, ensuring robustness and clear documentation.
• Deliver the annual budget and three-year plan on time, embedding monthly reforecasting as standard practice.
• Establish consistent, high-quality Board and executive reporting packs.
• Ensure pricing and deal support become dependable resources for the Commercial team.
• Implement a substantial AI-driven process improvement that measurably decreases month-end close duration.

Candidate Profile

• At least four years of relevant experience in FP&A or corporate finance functions such as investment banking, transaction advisory, or strategy consulting focused on finance.
• Proven expertise in constructing financial models that are transparent, auditable, and reusable.
• Excellent skills in PowerPoint and the ability to craft compelling narratives for executive and Board audiences.
• Advanced proficiency in Excel with a thorough understanding of P&L dynamics.
• Confidence and experience presenting financial data and trends to CFO and senior leadership.
• A genuine enthusiasm for leveraging AI to enhance financial analysis and workflow efficiencies, coupled with a willingness to adopt new technologies.
• Experience in B2B software, payments, or technology sectors is advantageous.

Core Values in This Role

• Treat financial models and forecasts as personal ownership, proactively identifying risks and opportunities.
• Encourage innovation by championing AI and streamlined workflows to accelerate month-end processes.
• Build trust through transparent, well-documented models and reporting that withstand scrutiny.
• Collaborate generously with Commercial and finance teams, ensuring clarity in communicating complex financial insights.