Finance Planning And Analysis Executive

• Team Leadership & People Management 
  
• Lead, mentor, and manage a team of FP&A analysts and executives, overseeing workload allocation, capacity planning, and delivery timelines across client portfolios.
  
• Review the team’s output — models, reporting packs, variance commentary, and supporting schedules — acting as the final quality checkpoint before client submission.
  
• Set performance objectives, deliver regular feedback and reviews, and build individual development plans that strengthen technical and analytical capability within the team.
  
• Support hiring, onboarding, and training of new FP&A team members, including the creation of SOPs, templates, and knowledge documentation.
  
• Act as the escalation point for complex technical questions, client queries, and delivery issues raised by the team.
  
• Financial Planning & Forecasting
  
• Own the annual budgeting and quarterly forecasting cycles for U.S. client portfolios across restaurant, franchise, and retail operations.
  
• Design, review, and maintain financial models, long-range plans, and rolling forecasts aligned with client reporting requirements.
  
• Drive improvement in forecast accuracy through data-driven analysis of historical trends, actuals, and business drivers, and hold the team accountable to agreed accuracy targets.
  
• Lead budget and forecast review discussions with the client, ensuring submissions are validated, defensible, and delivered on time.
  
• Financial Modeling & Variance Analysis
  
• Build and review complex financial models supporting client decision-making, scenario planning, and performance tracking.
  
• Own the variance analysis process, comparing actuals vs. budget/forecast with clear, insight-led explanations of key drivers across revenue, COGS, operating expenses, and store-level performance.
  
• Interpret KPIs, unit-level metrics, and operational performance data for restaurant/QSR and franchise clients, and present findings alongside recommended actions.
  
• Proactively identify anomalies, trends, and financial risks, and drive them through to resolution with the delivery team and the client.
  
• Reporting & Client Deliverables
  
• Own the monthly and periodic management reporting packages, financial dashboards, and executive-level summaries prepared for U.S.-based clients.
  
• Oversee the production of reconciliation packs, variance explanations, and financial schedules as part of month-end close deliverables, ensuring deadlines are consistently met.
  
• Present financial results and insights directly to client stakeholders, including senior management, and manage ad-hoc analysis requests end to end.
  
• Ensure all FP&A outputs are accurate, professionally formatted, properly supported, and fully reviewed before submission.
  

Requirements

• Bachelor’s degree in Finance, Accounting or a related field (ACCA, CPA, CFA, or MBA preferred).
  
• 3+ years of progressive experience in FP&A, corporate finance, or related roles, including at least 1 year leading, supervising, or mentoring a team.
  
• Proven track record of owning end-to-end budgeting, forecasting, and management reporting cycles.
  
• Expert-level proficiency in Microsoft Excel and complex financial modeling.
  
• Experience with tools such as Power BI, Adaptive Insights, Anaplan, or similar FP&A systems.
  
• Strong understanding of GAAP and financial statements; experience supporting U.S.-based clients strongly preferred.
  
• Exposure to restaurant, franchise, retail, or multi-location business models is a distinct advantage.
  
• Exceptional analytical, problem-solving, and organizational skills with a high level of attention to detail.
  
• Excellent communication and presentation skills, with the ability to influence senior stakeholders and lead client-facing discussions.
  
• Demonstrated ability to coach, develop, and retain high-performing finance talent.