Head of Financial Planning & Analysis

Job title: Head of Financial Planning & Analysis

Company: Craigs Investment Partners


Job description: About the roleWe have an exciting opportunity for a Head of Financial Planning & Analysis (FP&A) to join our Finance team. This is a permanent full-time position, based at our Head Office in Tauranga, so would suit someone who is keen to move to the Bay of Plenty.As Head of FP&A, you will be responsible for the budgeting, forecasting, reporting, analysis and insights for the Craigs group of entities. Reporting to the Chief Financial Officer, this role has people leadership responsibilities for an FP&A team (currently 4). This role will play a critical role in partnering with the business to ensure the Executive team and other leaders have the necessary information to make informed decisions. Other responsibilities include:

• Streamlining and overseeing financial reports, including best in class board reporting.
• Leading the preparation and presentation of the annual budget.
• Designing and implementing multi-year financial forecasting.
• Developing robust and accurate financial models.
• Partnering with the business to provide strategic financial support to pricing analysis and profitability optimisation to drive business performance and growth opportunities.
• Leadership of the FP&A team, including ensuring clear responsibilities, coaching, reviewing development goals, cross-training, supporting team culture, and other leadership activities as required.

About youThis role will suit a finance leader who enjoys working in a fast-paced environment in a collaborative team. The successful candidate will have excellent attention to detail, organisation skills, and is a team player. Suitable candidates will have relevant experience in a similar leadership role, and possess the following:

• Tertiary qualification in Finance
• Chartered Accountant (CA)
• Previous experience in a FP&A role, with experience managing forecasting, financial planning and budget processes at a company level
• Strong people leadership skills, with experience leading and coaching a team of financial experts
• Excellent communication skills, with the ability to communicate effectively at all levels in the business
• Excellent report writing skills up to CEO and Board level, with the ability to communicate complex numerical and financial information in a simple and easy to understand way
• Strong process improvement lens

Benefits

• Comprehensive Health Insurance
• Craigs Community / Volunteer Day
• Additional week of leave (conditions apply)
• Other leave (such as sick, bereavement, and family violence leave) from first day of employment
• Parental leave – 26 weeks’ pay ‘top up’ for eligible Primary Carers
• Long Service Leave
• Annual Health Check and flu vaccinations
• Flexible work options
• Savings benefits and preferential insurance rates

About the CompanyCraigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.Why Craigs?We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careersHow to applyIf you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.

Expected salary:

Location: Wellington

Job date: Thu, 09 Jan 2025 02:47:39 GMT

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