Head of FP&A Process Design and Integration
About the role
Seeking a senior executive to design future state Financial Planning & Analysis processes with a focus on enabling a business performance management system that connects strategy, financial plans, and operational plans and execution.
Responsibilities
- Partner with other FP&A leaders to design AI-native planning, forecasting, scenario, and insight-generation processes that reduce manual effort, improve cycle time, and increase predictive decision support.
- Assess the need for, design and implement an enterprise Integrated Business Planning (IBP) model, including governance forums, cadence, decision inputs, and clear connection points to leadership routines.
- Ensure FP&A processes support and enable IBP by aligning planning cycles, forecast outputs, performance reviews, and executive decision integration.
- Define and influence the advancement of Extended Planning & Analysis (xP&A) capabilities that connect operational plans—such as workforce, sales, volume, capacity, and delivery—with financial outcomes.
- Drive enterprise planning coherence by working with the FP&A methodologies and governance team to align assumptions, business drivers, timelines, methodologies, and decision outputs across Corporate Finance, Business Line Finance, Strategy, and functional partners.
- Eliminate fragmented planning approaches and shadow models through standardized constructs, integrated data flows, clear ownership, and scalable process design.
- Partner with Finance, Strategy, HR, Sales, technology, and other xP&A partners to create one interconnected enterprise operating plan.
- Continuously improve enterprise planning, scenario depth, sensitivity analysis, and choice architecture so leaders can evaluate growth, cost, capital, capacity, and execution trade-offs with greater confidence.
Requirements
Enterprise FP&A, planning, forecasting, and performance management expertise, including OPEX, CAPEX, financial statement drivers, and scenario economics.
Integrated Business Planning and xP&A design capability, with the ability to connect operational drivers to financial outcomes and leadership decisions.
Strong process architecture and operating model design skills, including governance, cadence, decision rights, handoffs, controls, and scalable execution routines.
Ability to simplify complex, fragmented processes into standardized, enterprise-ready constructs that improve consistency, speed, and accountability.
Fluency in AI, automation, analytics, and enabling technologies that can transform planning, forecasting, scenario modeling, and insight generation.
Executive-level influence, facilitation, and change leadership skills to align senior Finance, Strategy, business, and functional stakeholders around common processes and decisions.
Experience in driving and sustaining change.
Experience designing or leading enterprise planning, IBP, xP&A, FP&A transformation, or finance operating model modernization in a complex organization.
Demonstrated success integrating financial and operational planning across multiple business lines, functions, or geographies.
Background partnering with senior executives to establish enterprise planning routines, performance forums, decision inputs, and accountability mechanisms.
Experience deploying planning technologies, automation, AI-enabled workflows, driver-based models, scenario tools, or analytics platforms.
Financial services, banking, or regulated-industry experience preferred, particularly in environments requiring strong governance, comparability, and executive-ready controls.
Track record of leading cross-functional change without direct authority, building adoption through credibility, practical design, and measurable business value.
Qualifications
Enterprise FP&A, planning, forecasting, and performance management expertise, including OPEX, CAPEX, financial statement drivers, and scenario economics.
Integrated Business Planning and xP&A design capability, with the ability to connect operational drivers to financial outcomes and leadership decisions.
Strong process architecture and operating model design skills, including governance, cadence, decision rights, handoffs, controls, and scalable execution routines.
Ability to simplify complex, fragmented processes into standardized, enterprise-ready constructs that improve consistency, speed, and accountability.
Fluency in AI, automation, analytics, and enabling technologies that can transform planning, forecasting, scenario modeling, and insight generation.
Executive-level influence, facilitation, and change leadership skills to align senior Finance, Strategy, business, and functional stakeholders around common processes and decisions.
Experience in driving and sustaining change.
Experience designing or leading enterprise planning, IBP, xP&A, FP&A transformation, or finance operating model modernization in a complex organization.
Demonstrated success integrating financial and operational planning across multiple business lines, functions, or geographies.
Background partnering with senior executives to establish enterprise planning routines, performance forums, decision inputs, and accountability mechanisms.
Experience deploying planning technologies, automation, AI-enabled workflows, driver-based models, scenario tools, or analytics platforms.
Financial services, banking, or regulated-industry experience preferred, particularly in environments requiring strong governance, comparability, and executive-ready controls.
Track record of leading cross-functional change without direct authority, building adoption through credibility, practical design, and measurable business value.
Skills
- Enterprise FP&A, planning, forecasting, and performance management expertise
- Integrated Business Planning and xP&A design capability
- Strong process architecture and operating model design skills
- Ability to simplify complex, fragmented processes into standardized, enterprise-ready constructs
- Fluency in AI, automation, analytics, and enabling technologies
- Executive-level influence, facilitation, and change leadership skills
- Experience in driving and sustaining change
- Experience designing or leading enterprise planning, IBP, xP&A, FP&A transformation, or finance operating model modernization
- Demonstrated success integrating financial and operational planning
- Background partnering with senior executives to establish enterprise planning routines
- Experience deploying planning technologies, automation, AI-enabled workflows, driver-based models, scenario tools, or analytics platforms
- Financial services, banking, or regulated-industry experience
- Track record of leading cross-functional change without direct authority
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law