Global Head of Planning and Forecasting

The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.

Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Global Head of Planning & Forecasting
London, UK

Description
Reporting to the Global Head of Group Reporting in London, this is an exciting

opportunity for an experienced finance professional to lead a high caleribre 3 person

team and to lead the Apex Group Planning and rolling forecast process following the go-

live of a new ERP system.

Responsibilities includes:

• Development of the planning and rolling forecast model
• Strategic target setting for the annual plan
• Driving the plan sign-off process with the regions
• Preparation of the Group plan or forecast presentation

Emphasis is on enhancing the Workday Adaptive Planning model including leveraging

forward looking inputs and scenario planning.

Strong communication skills are required as reviews are held with the c-suite within the

organisation (CEO and Founder, CFO, COO, etc).

The role will collaborate with colleagues within FP&A (e.g. business partners and revenue reporting lead).

An excellent knowledge of financials, accounting, analytics and attention to detail is key.

Job specification
Lead the annual plan, plan model development and plan governance processes:

• Own the end-to-end group planning process, from written instructions, to final board presentations
• Develop strategic financial targets together with the Group Head of FP&A and the Group CEO/CFO/COO/Chief Commercial Officer. Establish mechanisms to ensure that bottom-up plans deliver against the group strategic targets
• Create plan dashboards for executive review, to enure planning gaps / issues are identified early in the process
• Create plan dashboards for regional and product line reviews, to ensure that regions and product heads have a good knowledge of their plan, and to ensure that reviews are robust enough to allow for plan sign-offs
• Design and prepare the plan board deck together with the Group Head of FP&A and the Group CFO/COO/Chief Commercial Officer
• Prepare FX risk analysis and maintain the Plan constant currency reporting
• Plan sign-off status tracking engaging directly with the regional teams
• Prepare the presentation for the annual plan or forecast
• Maintain the Plan and update for geography changes (e.g. product line changes)
• Develop driver based modelling for scenario planning
• Expand current planning model to include full cashflow and balance sheet plans
• Working with technical experts, establish integrations to various source systems
• Monitor performance of the Planning model
• Oversee the ongoing maintenance of the Planning model

Develop the monthly rolling forecast process

• Review and understand monthly variances to plan, including KPI's, e.g. Organic
• Growth, Efficiency Scores
• Develop the rolling forecast process, including agreement and sign-off by regional and product line heads
• Provide insight to businesses on run rates needed to achieve the monthly plan and revised forecasts
• Provide FX risk analysis and maintain the forecast constant currency reporting

Ad Hoc:

• Run ad hoc reporting and analysis for the Group Head of FP&A relating to c-suite queries

Skills Required:

• Bachelor's degree in Accounting/Finance
• Strong communication and writing skills to support commentary for senior executives
• Strong technical skills with experience working with large data sets
• Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage
• Attention to details
• Minimum 10 years Post Qualification experience
• Demonstrable Team Player in a Global Team
• Build excellent working relationships with a broad range of stakeholders
• Motivate and empower team members by building their capabilities
• Ensure deliverables are produced and reviewed to a high standard and delivered in a timely manner
• Encourage a healthy working environment for the team

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business
• Competitive remuneration commensurate with skills and experience; Training and development opportunities
• A high level of visibility within a large organisation on an upwards trajectory
• Being part of a high performing team with a strong team culture

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.