Head of Budgeting and Planning

Overview

We are seeking a dynamic and strategic Head of Budgeting and Planning to lead our financial planning, budgeting, and forecasting functions. This pivotal role will drive the development of robust financial strategies, ensuring alignment with organizational objectives while fostering sustainable growth. The ideal candidate will possess a strong analytical mindset, exceptional leadership skills, and a proven track record in financial management, enabling them to deliver actionable insights and optimize financial performance.

Key Responsibilities

• Strategic Financial Planning: Develop and implement comprehensive financial planning and forecasting processes that support the organization’s long-term strategic goals. Ensure these processes are integrated with business objectives to facilitate informed decision-making.
• Financial Reporting and ERP Integration: Design and implement detailed reporting requirements within the ERP system, covering critical financial dimensions such as segmentation, channel performance, product profitability, customer base analysis, front and back book margins, average balance sheet metrics, KPIs, and cost classification (including fixed, variable, onboarding/acquisition, and servicing costs).
• Cross-Functional Collaboration: Partner with senior leadership and department heads across the organization to ensure that budgeting and planning activities are fully aligned with business needs. Facilitate transparent communication to foster a cohesive financial strategy.
• Performance Monitoring and Optimization: Continuously monitor financial performance metrics to identify trends, variances, and opportunities for improvement. Develop and implement data-driven solutions to enhance operational efficiency and financial outcomes.
• Compliance and Governance: Ensure strict adherence to budgetary constraints, internal policies, and industry regulations. Maintain meticulous records of budgeting activities, agreements, and related documentation to support audit readiness and regulatory compliance.
• Financial Analysis and Reporting: Prepare comprehensive financial reports and analyses that provide clear, actionable insights to support executive decision-making. Translate complex financial data into strategic recommendations that drive business growth.

Qualifications and Experience

Candidates should possess a minimum of 10 years of progressive experience in financial planning, budgeting, and forecasting, with at least 5 years in a leadership role. A strong background in financial analysis, ERP system management, and strategic financial management is essential. Proficiency in financial modeling, data analysis tools, and ERP systems is required. Exceptional communication, leadership, and stakeholder management skills are critical to success in this role. A professional certification such as CPA, CFA, or equivalent is highly desirable.

Why Join Us?

As the Head of Budgeting and Planning, you will play a central role in shaping the financial future of our organization. You will have the opportunity to lead a high-impact team, influence strategic decisions, and contribute to our long-term success. We offer a competitive compensation package, professional development opportunities, and a collaborative work environment that values innovation and excellence.