Senior leader – FP&A

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.​

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.​

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. 

Job requirements

We are seeking a highly analytical and detail-oriented Lead – FP&A professional to oversee the company's budgeting, forecasting, and financial planning processes. This role requires a strategic thinker with a strong understanding of business drivers and financial metrics. The ideal candidate will partner closely with cross-functional teams to provide actionable insights and support strategic decision-making at the highest levels of the organization.
Role & Responsibilities

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Strategic Financial Planning: Lead the development of the company's annual budget, long-range plans, and rolling forecasts.

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Financial Analysis & Reporting: Prepare, analyze, and present financial results, trends, and key performance indicators (KPIs) to senior leadership.

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Business Partnering: Collaborate with department heads to understand business needs, track performance, and drive operational efficiency.

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Variance Analysis: Conduct monthly variance analysis comparing actual results to forecasts and budgets, identifying drivers and recommending corrective actions.

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Executive Reporting: Deliver high-quality presentations and dashboards to support board meetings and executive reviews.

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Scenario Modeling: Develop and maintain financial models to assess business scenarios, investment opportunities, and risk analysis.

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Process Improvement: Enhance FP&A processes, tools, and systems to increase forecasting accuracy, automation, and efficiency.

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Team Leadership: Mentor and manage the team, fostering a culture of excellence and continuous improvement.
Experience & Qualifications

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CA, MBA with 20 years of progressive experience in FP&A, corporate finance, Business finance

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Proven track record of successfully leading and implementing process improvement initiatives.

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Strong understanding of business process mapping with ERP/accounting software experience (D365, Adaptive, Blackline preferable)

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Excellent analytical and problem-solving skills.

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Effective communication, collaboration, and leadership abilities.

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Experience managing cross-functional projects is a plus.

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Experience with Six Sigma, Lean, or other process improvement methodologies.

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Experience managing cross-functional projects

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High attention to detail and the ability to work under tight deadlines
Reporting To
CFO, India & Global FP&A Lead

How to apply

If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.