Head of Financial Planning & Performance

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

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

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 1,500 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.

PURPOSE OF THE JOB

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

• Define and embed a clear financial performance framework, with metrics that directly support shareholder value creation and long-term sustainable growth.
• Provide timely visibility of business performance against budget, forecast and strategic targets, highlighting implications for future financial outcomes.
• Identify, analyse and communicate the key drivers of financial performance, including emerging risks and opportunities, through insightful and proactive use of data.
• Ensure business leaders understand financial performance measures, their strategic importance, and their accountability for delivering agreed outcomes.
• Influence and challenge senior stakeholders to drive actions, behaviours and decision-making that maximise value creation and business performance.
• Deliver high-quality financial reporting and insight to key stakeholders, including the Board, shareholders, lenders and regulators.
• Lead the annual budgeting process, quarterly forecasting cycles and ongoing financial performance reviews across the Group.
• Own and continuously develop the Group’s strategic financial model, providing analysis and recommendations to support strategic planning, investment decisions and capital allocation.
• Partner with the CEO and CFO to shape, evaluate and execute the Group’s strategic priorities and long-term growth agenda.
• Communicate financial results, trends and future performance outlooks in a clear and compelling manner, ensuring alignment between financial objectives, business strategy and organisational accountability.
• Drive continuous improvement in financial planning, forecasting, reporting and performance management processes, leveraging data, technology and best practice.
• Build, lead and develop a high-performing Financial Planning & Performance function, attracting, retaining and developing exceptional talent while fostering a culture of accountability, collaboration and excellence.

KNOWLEDGE, SKILLS AND EXPERIENCE

• Qualified accountant (ACA/ACCA) with proven experience in financial planning, performance management and strategic finance leadership.
• Strong analytical, commercial and problem-solving skills, with the ability to develop innovative solutions to complex financial and operational challenges.
• Proven ability to translate strategic objectives into measurable financial outcomes and communicate insights clearly to diverse audiences.
• Excellent stakeholder management and influencing skills, with a track record of driving change and delivering business performance improvements.
• Credible and confident communicator with strong presentation skills and the ability to build effective relationships at all levels of the organisation.
• Experience leading, developing and motivating high-performing, geographically distributed teams.
• Able to operate effectively in a fast-paced, complex environment, managing multiple priorities and stakeholders.
• Experience within a Private Equity-backed business environment, including portfolio company exit activity, is preferred.

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.

Equal Opportunities for Everyone

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.