Global Head of Financial Planning & Performance

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance 

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. 

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. 

Scale: With more than 1,800 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. 

What’s In It For You 

• Competitive salary 
• We are globally hybrid (please check the specifics for this role during interview process)
• Flexible working hours 
• Private Pension Plan 
• Private medical insurance 
• Employee recognition program and spot bonuses

Purpose of the role

• Develop, manage and execute all aspects of the organisation’s financial planning, financial performance analysis, budgeting and forecasting processes.  
• Financial leadership of the strategic planning process, and supporting the CFO and CEO with development of the overall Group strategy.  
• Influence and drive change within the organisation to deliver upon the strategic financial commitments. 

Main Responsibilities

• Develop clear financial metrics linked to shareholder value creation 
• Provide visibility to current performance (vs budget and latest view of future financial performance) and implications for financial outlook 
• Identify and communicate drivers of current performance, including risks and opportunities, through proactive and insightful use of data 
• Ensure above are understood clearly by business leadership teams, and their connection to delivering these financial metrics through transparent, accountable measures through the organisation 
• Influence business teams to drive change and required action / behaviours in order to maximise value creation from financial performance 
• Provide appropriate financial information to keep key stakeholders informed of financial performance (Board, shareholders, lenders, regulators) 
• Owner of annual budget and quarterly reforecasting processes 
• Provide financial insights and guidance into the business strategic planning process through ownership of the strategic financial model, and support the CEO and CFO in development of the Group strategy 
• Communicate the historic and future results of the business in a manner that ensures full understanding across the organisation, and linkage to strategy and the individual’s role in the organisation 
• Attract, motivate, retain and develop a world class FP&P function  

Knowledge, Skills & Experience

• Highly organised individual with strong analytical and problem-solving skills and the ability to develop creative solutions to complex financial and operational challenges.  
• Ability to translate strategic objectives into granular financial metrics, and visa versa, and clearly communicate these aspects 
• Comfortable working in a fast-paced environment and collaborating with multiple stakeholders across departments. 
• Confident, articulate presentation style with proven ability to build relationships up and down an organisation 
• Proven ability to be able to influence to drive change 
• Experience people manager to lead a distributed team  
• Experience of exiting portfolio companies in Private Equity sector preferred 
• Qualified accountant (ACCA/ACA) with 10+ years of experience. 

Our Values

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.