Head of Planning & Forecasting

Edinburgh or London (Hybrid)

Permanent

FNZ is seeking a Head of Planning & Forecasting to join our FP&A Finance team and lead financial planning across the organisation. This is a senior finance leadership opportunity with responsibility for ensuring FNZ has a clear, robust and forward-looking view of financial performance. You'll lead the annual budget, rolling forecasts, long-range planning and scenario analysis, partnering closely with senior stakeholders across Finance, Commercial, Functions and Executive leadership.

Combining strategic thinking with deep FP&A expertise, you'll strengthen financial planning and decision-making, challenge assumptions, and ensure financial plans are closely connected to FNZ's strategic and commercial priorities.

As Head of Planning, you'll take ownership of the financial planning cycle within FP&A, leading budgeting, forecasting and long-range planning across the business. You'll establish an integrated approach to planning across P&L, balance sheet, cash flow and operational drivers, while providing senior management, Executive and Board-level audiences with clear analysis and actionable financial insight.

You’ll also lead and develop the planning team and play a key role in transforming FNZ's planning capabilities, including leading the implementation and ongoing development of Anaplan
. This is an excellent opportunity for an experienced FP&A leader to combine strategic planning, senior business partnering, transformation and people leadership in a complex global organisation.

• Leading FNZ's annual budgeting, forecasting and long-range planning processes, ensuring outputs are accurate, timely and aligned with strategic priorities
• Developing an integrated planning approach across P&L, balance sheet, cash flow and key operational drivers
• Owning the planning timetable, governance, assumptions and review processes, ensuring clear accountability across Finance and the wider business
• Driving improvements in forecast accuracy, planning efficiency and financial transparency
• Ensuring planning activities provide a robust and forward-looking view of financial performance

• Providing clear analysis of forecasts, plans and financial assumptions, identifying key trends, risks, opportunities and business drivers
• Translating complex financial information into concise, actionable recommendations for senior management, Executive and Board-level audiences
• Leading scenario modelling and sensitivity analysis to help the organisation understand potential financial outcomes
• Providing management information and financial insight to support strategic initiatives, investment decisions and transformation programmes
• Constructively challenging financial assumptions and commercial plans to improve decision-making and financial outcomes

• Partnering with senior business leaders to embed financial discipline and improve the quality of financial planning
• Acting as a trusted adviser to Finance leadership, providing independent challenge on financial outlook, planning assumptions and strategic choices
• Building strong relationships across Finance Business Partnering, Controllership, Treasury, Strategy and Operational teams
• Presenting complex planning outputs clearly and confidently to senior stakeholders
• Connecting financial planning with FNZ's wider strategic and commercial priorities

• Leading, coaching and developing a high-performing planning team, setting clear expectations and strengthening analytical capability
• Improving planning processes, models and templates to reduce manual effort…