Head of FP&A Process Design – Integration

Role Overview

• 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.
• 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.

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