Financial Analysis & Planning - Lead

Role description

This position offers a high level of visibility with Senior Finance stakeholders and requires excellent and pro-active communication skills and the ability to manage a strong team of FP&A and Business Partnering professionals. Being a role which is “Manager of Managers” this requires a passionate individual who can gain a big picture view of a company's Business operations and make contributions in the areas of Financial Planning & Analysis and Finance Business Partnering. The incumbent will have to develop a strong understanding of the Revenue and Cost drivers to provide guidance to the team and meaningful support to the Finance stakeholders and Business. The GCC team will be an integral part of the Travelex FP&A fraternity which provides strategic support to the business. There will be a need to develop strong relationship with the various Business Heads to provide Finance Business Partnering to the business.

• Financial Planning & Analysis vertical within will be an integral part of GCC Finance and will work on a Team extension model.
• The job holder will lead a team of Senior Professionals and will be accountable to the onshore FP&A heads and Business Heads for exemplary service delivery and business partnering.
• The job holder will report into the GCC - Head of Finance and will be responsible to meet agreed service levels.

Key responsibilities

Lead and mentor the FP&A team, ensuring their development and performance and ensure the team which support the following processes are providing exemplary support to onshore and business stakeholders. Expert knowledge of the following is a necessity to be successful in this role:

• Strategic Planning & Business Partnering:

  Work closely with senior management to develop and execute long-term financial plans, providing strategic financial insights and guidance.

• Financial Planning & Forecasting:

  Oversee the annual budgeting, forecasting, and long-range financial planning processes.

• Financial Modelling and Analysis:

  Development of financial models, conducting in-depth financial analysis and identifying key drivers and trends

• Reporting & Communication:

  Preparation of and presentation of financial reports, including quarterly earnings, board presentations and firm forecasts / budgets.

• Performance Management and Improvement:

  Drive improvements in financial processes, systems and reporting capabilities to enhance efficiency and accuracy

• Collaboration and Stakeholder Management:

  Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives

• Variance Analysis and Ad-hoc Analysis:

  Conduct variance analysis, provide financial insights, and support ad-hoc requests from management

• Internal Finance Controls and Risk Management:

  Ensure compliance with Internal Finance Controls- and contribute to enterprise risk management.

Key accountabilities

Relationship management

• Develop sound professional working relationships with Finance teams based in other geographies.
• Lead, line manage and develop the team members, supporting development and training needs
• Be a key participant at weekly operational and monthly SLA meetings

Communication

• Write and speak fluently on all aspects of work and communicate effectively with all levels of management
• Proactive and regular communications with all stakeholder groups – onshore counterparts, local support teams
• Actively communicate and seek feedback from colleagues and customers
• Ensure feedback to line manager outlining general activities of role and “how we are doing” and any risks or concerns
• Be supportive and encourage support for “people initiatives” e.g. Your Voice, Travelex Awards etc

General

• Undertake any necessary trainings associated with the duties of the post and participate in training and development procedures
• Comply with all Company Health and Safety policies and legislation in the performance of their duties and responsibilities
• Maintain confidentiality and observes data protection guidelines
• Manage expenses in accordance with Company Expense Policy
• Carry out any other reasonable duties commensurate with their capability.

Experience and personal qualities

Essential

• A qualified Chartered Accountant or MBA Finance with 15 to 20 years of Post Qualification Experience. With at least 5 years in leadership role. These criteria may be marginally relaxed in deserving cases
• Proven ability to manage, guide & supervise a team of ~30 FTEs
• Excellent knowledge of current regulations including IFRS, UK GAAP.
• Good knowledge of core financial systems (Oracle Fusion – EPM) and general accounting procedures
• A committed and valued leader
• Ability to approach technical problems in a thorough and logical manner
• Advanced computer skills on MS Office, accounting software (Oracle Fusion) or similar ERP.
• Ability to resolve issues to conclusion.

Desirable

• Experience of handling change projects
• Experience of identifying and supervising continuous improvement opportunities
• Having hands on work experience with Oracle Fusion would be a significant advantage
• Experience in transitioning processes from host country