Chief Financial Planning & Analysis Officer

Job Description: Chief Financial Planning & Analysis Officer (Chief FP&A Officer)

Industry: Banking Financial Services Insurance Investment

Job Type: Full-Time

Reporting To: Chief Financial Officer (CFO) / Chief Executive Officer (CEO)

Job Summary

The Chief Financial Planning & Analysis (FP&A) Officer is responsible for leading the organizations financial planning budgeting forecasting and performance analysis functions. This role provides strategic financial insights to support decision-making optimize performance and drive sustainable growth.

The Chief FP&A Officer partners closely with executive leadership to translate business strategy into financial plans and ensures alignment between financial performance and organizational objectives.

Key Responsibilities

1. Financial Planning & Forecasting

Lead annual budgeting long-term financial planning and rolling forecasts

Develop financial models to support strategic initiatives and business decisions

Ensure alignment between financial plans and business objectives

Monitor variances and provide actionable insights

2. Performance Analysis & Reporting

Analyze financial and operational performance across business units

Track KPIs such as revenue growth profitability cost efficiency and ROI

Prepare executive dashboards and performance reports

Provide insights and recommendations to improve business outcomes

3. Strategic Decision Support

Partner with CEO CFO and business leaders on strategic initiatives

Evaluate investments new products and expansion opportunities

Conduct scenario analysis and stress testing

Support mergers acquisitions and capital allocation decisions

4. Cost Management & Efficiency

Identify cost optimization opportunities and drive efficiency initiatives

Monitor cost-to-income ratio and operational performance

Support pricing strategies and profitability analysis

Ensure disciplined financial management across departments

5. Data Systems & Analytics

Oversee FP&A systems financial modeling tools and data analytics platforms

Enhance data accuracy automation and reporting capabilities

Implement advanced analytics for predictive insights

Drive digital transformation in financial planning processes

6. Cross-Functional Collaboration

Work closely with finance risk treasury and business units

Ensure alignment between financial plans and operational execution

Facilitate communication between finance and non-finance stakeholders

Support organizational planning and performance management

7. Leadership & Team Management

Lead and develop FP&A teams

Establish performance standards and accountability

Foster a data-driven and analytical culture

Support talent development and succession planning

Key Requirements

Education

Masters degree in Finance Economics Business Administration or related field

Professional certifications such as CFA CPA or ACCA are preferred

Experience

1218 years of experience in FP&A corporate finance or financial strategy roles

Proven experience in senior FP&A leadership roles within banking financial services insurance or investment sectors

Strong track record in financial planning analysis and business partnering

Skills & Competencies

Advanced financial modeling and analytical skills

Strong understanding of financial services industry dynamics

Expertise in budgeting forecasting and performance management

Strategic thinking and business acumen

Leadership and team management

Excellent communication and stakeholder engagement

Data-driven decision-making and problem-solving

Key Performance Indicators (KPIs)

Forecast accuracy and budget adherence

Financial performance vs. plan (revenue profitability cost efficiency)

Quality and timeliness of financial insights

Cost optimization and efficiency improvements

Strategic initiative support and ROI outcomes

Stakeholder satisfaction and decision-making effectiveness

Preferred Attributes

Experience with advanced analytics BI tools and financial systems

Exposure to multinational or complex financial institutions

Strong collaboration with executive leadership and business units

Ability to operate in a dynamic data-driven environment

Compensation & Benefits

Competitive executive salary

Performance-based incentives

Long-term incentives (where applicable)

Executive benefits and allowances