Head of Budgeting and Planning

The Head of Budgeting & Planning will lead the budgeting, forecasting, and financial planning functions to support strategic decision-making and organizational performance. This role is responsible for developing robust financial plans, monitoring budget adherence, and providing insightful analysis to guide business growth.

• Develop and implement financial planning and forecasting processes to support organizational objectives.
• Design reporting requirements and feed them into the ERP system, including segmentation, channel, products, customer base, front and back book margins, average balance sheet, KPIs, and cost classification (fixed, variable, onboarding/acquisition, and servicing).
• Collaborate with cross-functional teams to ensure alignment of budgeting and planning activities with business needs.
• Monitor financial performance metrics, identifying areas for improvement and implementing solutions to enhance efficiency.
• Ensure compliance with budgetary constraints, company policies, and industry standards.
• Maintain accurate records of budgeting and planning activities, agreements, and related documentation.
• Prepare financial reports and analyses to support strategic decision-making.