Financial Planning and Analysis

Industry: B2B Services (Preference: Technology, Retail, Manufacturing, Logistics Supply Chain, Consulting)

Role Overview

We are seeking an experienced Financial Planning & Analysis (FP&A) Leader to drive strategic financial insights and decision support for our organization. The ideal candidate will have a proven track record in the services industry, preferably within technology, supply chain, B2B sectors, with deep expertise in financial planning, reporting, dashboard development, stakeholder engagement, and process re-engineering. This role requires a hands-on leader who can build robust FP&A capabilities and partner with business leaders to deliver value-added analysis.

Key Responsibilities:

Financial Planning & Forecasting:

• Lead annual budgeting, forecasting and long-range planning for multiple business units.
• Develop financial models to support strategic initiatives and business decisions.

Reporting & Dashboard Development:

• Design and implement management, business level reporting frameworks and dashboards for reporting and performance management.
• Ensure accuracy, timeliness, and relevance of financial reports for leadership reviews.

Business Performance Analysis:

• Provide actionable insights into revenue, cost, and profitability drivers.
• Conduct variance analysis and recommend corrective actions.

Stakeholder Engagement:

• Partner with business leaders to align financial goals with operational strategies.
• Act as a trusted advisor to leadership with financial insights and recommendations.

Process Re-engineering & Automation:

• Identify opportunities to streamline FP&A processes and implement best practices.
• Drive automation initiatives to enhance efficiency and reduce manual effort.

Qualifications & Skills:

• Education: MBA Finance or equivalent qualification.
• Experience: 7 years in FP&A roles, preferably in the services industry with exposure to technology, supply chain, or B2B businesses.
• Strong understanding of financial modeling, reporting tools (Power BI), and ERP systems.
• Thrives at working in a collaborative, multi-disciplinary environment.
• Excellent communication, stakeholder management, and problem-solving skills.

Key Performance Indicators (KPIs) & Success Metrics:

1. Accuracy & Timeliness of Forecasts
2. Reporting & Dashboard Effectiveness
3. Stakeholder Satisfaction
4. Process Efficiency & Automation
5. Business Impact