Financial Planning

2 weeks ago

London, Greater London, United Kingdom CFGI Full time

Financial Planning & Analysis - Director As a member of our Business Transformation team, you work as an extension of our client's team.

Your work will focus on supporting the FP&A function of our client's finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.

The FP&A Director is a key member of the Financial Planning and Analysis team and will help influence clients' financial and business decisions.


  • Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision.
  • Help develop finance strategies by assessing a client's business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.
  • Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.
  • Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.
  • Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.
Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion).

  • SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).
  • Project Management experience is a plus.
Finance-focused with a minimum of twelve years of experience in finance and/or accounting. Advanced understanding of the FP&A function within a finance organization.

  • Extensive experience and understanding of three statement financials and associated modelling.
  • Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus.
  • Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial).
  • Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. ERP technology understanding (SAP / Oracle / Workday, etc.).
  • Experience leading projects/teams and the ability to lead key requirement workshops with clients.
  • Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions.

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