Responsibilities:
Budgeting & Rolling Forecast Governance:
- Budget Execution: Lead our three-phase budget approach (Preparation, Top-Down, and Deep-Dive).
- Model Ownership: Build and maintain a centralized, dynamic three-statement model. You will ensure the budget is fully driver-based and integrated with the Business Plan(s).
- Forecasting Cycles: Manage the official quarterly forecasting processes.
- Governance: Establish clear timelines and templates for Finance Business Partners (FBPs) and document 'lessons learned' to constantly refine the accuracy.
IPO Business Plan & Due Diligence:
- 5-Year Model: Maintain a comprehensive, dynamic IPO-ready business plan. This model must be assumption-driven and capable of running complex sensitivity and scenario analyses.
- Due Diligence Support: Act as the technical lead for IPO due diligence. You will provide accurate, advisor-ready financial data and reconciliations to ensure the business plan is validated by external stakeholders.
Performance Intelligence & Variance Analysis:
- Weekly/Monthly Reviews: Carry out detailed variance analysis (Actuals vs. Budgets/Forecasts). You are expected to look past the numbers to identify the root causes of performance shifts.
- Decision Support: Design a Monthly Performance Intelligence Package. This should integrate P&L, Cash Flow, and Balance Sheet data to provide a 'Macro' view of company health alongside operational deep-dives.
- Data Integrity: Support build a centralized financial dataset to serve as the single source of truth for all corporate finance reporting.
Process Improvement & Digitalization:
- Template Enhancement: Formalize the budget process by creating structured templates that allow FBP inputs to flow smoothly into the consolidated output.
- Automation: Lead the digitalization of management reports via Tableau, moving the team toward AI-enabled variance commentary and predictive analytics.
Profile requirements:
- 5 7 years of experience in FP&A or Corporate Finance, with a clear track record in complex financial modeling.
- Education: Bachelor s degree in Finance or Accounting. Professional certifications (CFA, CMA, or CPA) are highly preferred.
- Technical Expert: Excel and ability to build integrated 3-statement models. Experience with Tableau and ERP systems (like SAP) is essential.
- Strategic Partner: You are comfortable pushing back on assumptions and can align with Finance Business Partners to ensure budget inputs are realistic.
- High-Pressure Performer: You can handle the strict timelines whilst maintaining high reporting accuracy.
- Communicator: You can distill complex financial bridges (price/mix/volume) into clear insights for the executive team.
