At a Glance
- Tasks: Lead a dynamic team in developing strategic financial plans and forecasts.
- Company: Join Apex Group, a global leader in fund administration and middle office solutions.
- Benefits: Competitive salary, training opportunities, and a vibrant team culture.
- Other info: Be part of a supportive environment that empowers your growth and innovation.
- Why this job: Make a real impact in a fast-growing global business with high visibility.
- Qualifications: Bachelor’s degree in Accounting/Finance and 10+ years of experience required.
The predicted salary is between 80000 - 100000 £ per year.
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.
Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
Description: Reporting to the Global Head of Group Reporting in London, this is an exciting opportunity for an experienced finance professional to lead a high calibre 3 person team and to lead the Apex Group Planning and rolling forecast process following the go-live of a new ERP system.
Responsibilities include:
- Development of the planning and rolling forecast model
- Strategic target setting for the annual plan
- Driving the plan sign-off process with the regions
- Preparation of the Group plan or forecast presentation
- Enhancing the Workday Adaptive Planning model including leveraging forward looking inputs and scenario planning
- Strong communication skills are required as reviews are held with the c-suite within the organisation (CEO and Founder, CFO, COO, etc)
- Collaboration with colleagues within FP&A (e.g. business partners and revenue reporting lead)
- Excellent knowledge of financials, accounting, analytics and attention to detail is key
Job specification:
- Lead the annual plan, plan model development and plan governance processes
- Own the end-to-end group planning process, from written instructions to final board presentations
- Develop strategic financial targets together with the Group Head of FP&A and the Group CEO/CFO/COO/Chief Commercial Officer
- Establish mechanisms to ensure that bottom-up plans deliver against the group strategic targets
- Create plan dashboards for executive review, to ensure planning gaps/issues are identified early in the process
- Create plan dashboards for regional and product line reviews
- Design and prepare the plan board deck together with the Group Head of FP&A and the Group CFO/COO/Chief Commercial Officer
- Prepare FX risk analysis and maintain the Plan constant currency reporting
- Plan sign-off status tracking engaging directly with the regional teams
- Prepare the presentation for the annual plan or forecast
- Maintain the Plan and update for geography changes (e.g. product line changes)
- Develop driver based modelling for scenario planning
- Expand current planning model to include full cashflow and balance sheet plans
- Working with technical experts, establish integrations to various source systems
- Monitor performance of the Planning model
- Oversee the ongoing maintenance of the Planning model
- Develop the monthly rolling forecast process
- Review and understand monthly variances to plan, including KPI’s, e.g. Organic Growth, Efficiency Scores
- Develop the rolling forecast process, including agreement and sign-off by regional and product line heads
- Provide insight to businesses on run rates needed to achieve the monthly plan and revised forecasts
- Provide FX risk analysis and maintain the forecast constant currency reporting
Ad Hoc:
- Run ad hoc reporting and analysis for the Group Head of FP&A relating to c-suite queries
Skills Required:
- Bachelor’s degree in Accounting/Finance
- Strong communication and writing skills to support commentary for senior executives
- Strong technical skills with experience working with large data sets
- Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage
- Attention to details
- Minimum 10 years Post Qualification experience
- Demonstrable Team Player in a Global Team
- Build excellent working relationships with a broad range of stakeholders
- Motivate and empower team members by building their capabilities
- Ensure deliverables are produced and reviewed to a high standard and delivered in a timely manner
- Encourage a healthy working environment for the team
What you will get in return:
- A genuinely unique opportunity to be part of an expanding large global business
- Competitive remuneration commensurate with skills and experience; Training and development opportunities
- A high level of visibility within a large organisation on an upwards trajectory
- Being part of a high performing team with a strong team culture
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Global Planning & Forecasting Leader in London employer: Apex Group Ltd (UK Branch)
Apex Group is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a commitment to employee growth, competitive remuneration, and a strong team culture, we empower our staff to excel and make impactful contributions within a rapidly expanding global business. Join us to be part of a high-performing team that values your unique skills and fosters a healthy working atmosphere.
Contact Details:
Apex Group Ltd (UK Branch) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Global Planning & Forecasting Leader in London
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Apex Group on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Apex Group’s recent projects and their approach to planning and forecasting. This shows you’re genuinely interested and ready to contribute.
✨Tip Number 3
Practice your communication skills. Since you'll be presenting to the c-suite, being clear and confident is key. Try mock interviews with friends or use online resources to sharpen your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Apex Group.
We think you need these skills to ace Global Planning & Forecasting Leader in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Global Planning & Forecasting Leader role. Highlight your relevant experience in finance and planning, and don’t forget to mention any specific skills that align with the job description.
Showcase Your Communication Skills:Since strong communication is key for this role, use your written application to demonstrate your ability to convey complex ideas clearly. Consider including examples of how you've effectively communicated with senior executives in the past.
Be Detail-Oriented:Attention to detail is crucial, so ensure your application is free from typos and errors. Double-check your formatting and make sure everything is presented neatly. This reflects your commitment to quality, which is essential for the role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our team at Apex Group!
How to prepare for a job interview at Apex Group Ltd (UK Branch)
✨Know Your Numbers
As a Global Planning & Forecasting Leader, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used data to drive strategic decisions in the past. This will show that you can handle the responsibilities of the role.
✨Master the Art of Communication
Strong communication skills are essential for this position, especially when presenting to the c-suite. Practice articulating complex financial concepts in a clear and concise manner. Consider preparing a mock presentation to get comfortable with your delivery.
✨Showcase Your Team Leadership
This role involves leading a high-calibre team, so be prepared to share examples of how you've motivated and empowered team members in previous roles. Highlight your ability to build relationships and foster a collaborative environment.
✨Familiarise Yourself with Workday Adaptive Planning
If you have experience with Workday or similar planning tools, make sure to mention it. If not, take some time to learn about the platform and its functionalities. Being knowledgeable about the tools they'll use will give you an edge in the interview.
