Head of Planning and Forecasting
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead the financial planning cycle, including budgeting, rolling forecasts, long-range plans, and scenario analysis. You will deliver decision-ready insight, challenge commercial assumptions, partner with senior leaders, develop the planning function, and lead the implementation and ongoing development of Anaplan.
Requirements
- Qualified accountant or finance professional, ideally ACA, ACCA, CIMA, or equivalent
- Substantial experience in FP&A, financial planning, commercial finance, or finance business partnering
- Experience leading budgeting, forecasting, and long-range planning
- Experience influencing senior stakeholders and commercial decision-making
- Experience managing and developing finance teams
- Advanced financial modelling and analytical capability
- Excel proficiency
- Experience with planning, ERP, EPM, or BI tools
- Understanding of profit and loss, balance sheets, cash flow, working capital, and financial performance drivers
- Financial services or technology experience
Responsibilities
- Lead annual budgeting, forecasting, and long-range planning processes
- Develop integrated planning across profit and loss, balance sheet, cash flow, and operational drivers
- Own planning governance, assumptions, timetables, and review processes
- Improve forecast accuracy, planning efficiency, and financial transparency
- Analyse plans and forecasts to identify trends, risks, opportunities, and drivers
- Lead scenario modelling and sensitivity analysis
- Provide financial insight for strategic initiatives, investment decisions, and transformation programmes
- Partner with senior leaders to improve financial planning
- Present planning outputs to senior, executive, and board-level stakeholders
- Lead, coach, and develop the planning team
- Improve planning processes, models, and templates
- Lead implementation and ongoing development of Anaplan
Benefits
- Hybrid and flexible working arrangements
- Private health insurance
- Life insurance
- Paid parental leave
- Paid volunteer leave