Head of Financial Planning & Reporting

Overview

We are a leading, diversified holding company with a significant portfolio of investments across multiple high-growth sectors, including but not limited to Water & Infrastructure, Power & Energy, Industrial Services, and Technology. Our success is built on a strategy of strategic acquisition, active portfolio management, and a commitment to operational excellence across our group of subsidiaries. Position Summary

We are seeking a strategic and analytical Head of Financial Planning & Reporting to lead the financial planning, budgeting, forecasting, and management reporting functions for the entire holding group. This role is critical in providing the executive leadership and board with the insights needed to make informed capital allocation and strategic decisions. The ideal candidate will be a technically proficient finance leader who can navigate the complexity of a multi-entity structure, drive standardization, and act as a trusted advisor to the CFO and subsidiary finance teams. Key Responsibilities

Group Financial Planning & Analysis (FP&A)

Lead the annual budgeting and quarterly forecasting processes for the holding company and consolidate results from all subsidiaries. Develop and maintain long-range strategic financial models to evaluate scenarios, growth initiatives, and potential investments. Analyze financial and operational results against budgets, forecasts, and prior periods to understand key business drivers and performance trends. Prepare detailed variance analysis and articulate the "story behind the numbers" to senior management. Management & Board Reporting

Own the production and delivery of all timely, accurate, and insightful internal management reports, dashboards, and KPIs for the executive team and board of directors. Ensure reporting provides a clear view of performance at both the holding company level and for each strategic business unit. Continuously improve reporting tools, processes, and formats to enhance clarity, efficiency, and decision-usefulness. Capital Management & Investment Analysis

Partner with the M&A and corporate development teams to model the financial impact of potential acquisitions, divestitures, and new investments. Monitor and report on capital expenditure (CAPEX) across the group. Support the CFO in optimizing the group's capital structure and liquidity planning. Leadership & Process Improvement

Manage and develop a high-performing FP&A team. Drive the standardization of financial reporting, planning processes, and key metrics across all subsidiaries to ensure consistency and comparability. Evaluate and implement advanced FP&A systems and tools to automate processes and enhance analytical capabilities. Stakeholder Management

Serve as a key liaison between the corporate finance function and the finance leaders of subsidiary companies. Partner with the CFO and executive team on special projects, including strategic planning, investor relations materials, and financing activities. Most Important Skills and Qualifications to Excel in This Role

To be successful in this high-impact role within a complex holding company environment, a candidate must possess a unique blend of technical expertise, strategic vision, and interpersonal skills. 1. Advanced Financial Modeling & Technical Mastery

Non-negotiable Expertise :

Expert-level proficiency in financial modeling (in Excel), with a proven ability to build integrated, three-statement (Income Statement, Balance Sheet, Cash Flow) models from scratch. Experience modeling consolidation for multiple entities is critical. Systems Proficiency :

Deep experience with enterprise-level ERP systems (e.g., SAP, Oracle) and advanced FP&A software (e.g., Hyperion, Adaptive Insights, OneStream) is essential to manage the volume and complexity of data. 2. Strategic Acumen & Business Partnering

Beyond Reporting :

You must move beyond simply reporting numbers to providing strategic insights. This requires a deep curiosity about the business, the competitive landscape of our diverse industries, and the ability to translate data into actionable recommendations for the CFO and CEO. Investment Analysis :

Strong capability in evaluating business cases, ROI, NPV, and IRR analyses for new projects and potential acquisitions is paramount in a holding company that grows through investment. 3. Mastery of Consolidation & Multi-Entity Complexity

Core Competency :

This is perhaps the most critical differentiator for a holding company role. You must have extensive, hands-on experience consolidating financials from multiple, often disparate, subsidiaries. This includes managing intercompany eliminations, foreign currency translation, and equity accounting for investments. Standardization Champion :

The ability to design and enforce common chart of accounts, reporting templates, and KPIs across different businesses is key to creating a coherent view of group performance. 4. Leadership, Influence, and Communication

Influence without Direct Authority :

As a corporate center role, you will need to influence and guide finance teams at subsidiary companies without having a direct reporting line to them. This requires exceptional diplomacy, communication, and relationship-building skills. Executive Presence :

You must be able to communicate complex financial information clearly, concisely, and persuasively to senior executives and the board, both verbally and in writing. 5. Qualifications & Experience

Professional Certification :

A recognized professional accounting qualification (e.g., CPA, CA, ACCA) is typically mandatory. An MBA or CFA would be a strong advantage. Proven Track Record :

A minimum of 12-15 years of progressive finance experience, with at least 5-7 years in a senior FP&A or Group Reporting leadership role, preferably within a large, multi-national corporation or a diversified holding group. Sector Agnostic, Process Focused :

While industry experience can be beneficial, a demonstrated ability to quickly understand new business models and a focus on robust financial processes is more important. Benefits

We Offer a competitive tax-free compensation package, including performance-based incentives, and the opportunity to play a pivotal role in the strategic direction of a dynamic and growing organization. Job Details

Seniority level :

Director Employment type :

Full-time Job function :

Finance Industries :

Staffing and Recruiting

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