Head of Planning
Investigo are representing a top tier Investment Bank in their search for a Head of Planning.
The Planning team is responsible for the co-ordination and delivery of the budget, 3-year plan and revised annual forecast to Group and overall co-ordination of the internal Investment Bank planning process ensuring alignment across business and region.
Person Requirements
- Strong academics with a keen eye for the big picture and the details
- Qualified accountant with expert level industry knowledge and strong analytical acumen
- Planning background/experience with experience of planning systems
- Excellent organisational and communication skills and gravitas to operate at all levels of the organisation (written, presentational and verbal)
- Excellent control focus and attention to detail
- Ability to both effectively manage team, work with counterparts and senior stakeholders with gravitas
Responsibilities
- Responsible for the end to end co-ordination and delivery of the Investment Bank planning process.
- Leading team to deliver budget, revised annual forecast and 3-year plan to Group ensuring timely delivery of all related materials
- Overseeing and co-ordinating internal Investment Bank planning processes, working collaboratively with others (Functions) to deliver Global and Regional plans and ensuring plans are appropriately interlocked
- Overseeing interaction with non-Markets areas to ensure overall delivery of a cohesive bottom up plan
- Ensuring a good understanding of the firm's performance including compensation drivers
- Overseeing consolidation of stress test output
- Effectively running planning team
- Working with Corporate FPA team to deliver Strategic Planning Solution
Please email mark.mcloughlin@investigo.co.uk for more information.
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