Head of Financial Planning, Analysis and Controlling

Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.
We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.

As the Head of FP&A and Controlling, you are the architect of our financial future. This is a high-impact, strategic leadership position designed for a finance expert who can translate complex data into actionable business intelligence, partnering with the business to maximize the value of Avaloq.

You will lead a high-performing multi-country team of 20+, overseeing everything from rigorous bottom-up budgeting to high-level strategic long-range planning and daily controllership for our departments. You will be the CFO’s right hand, ensuring that our financial steering, business partnering, and controlling functions align perfectly with our growth targets.

Key tasks:

Strategic financial planning & analysis

• Lead the development of long-term financial strategies and 3–5 year models that support global expansion and capital allocation in line with our mid-term plan aspirations.
• Conduct sophisticated "what-if" analyses and risk assessments to evaluate potential business outcomes and provide strategic recommendations to senior leadership.
• Analyze industry trends and the competitive landscape to shape effective strategies and establish market standard KPIs to track organizational success.

Advanced controlling & reporting

• Define and oversee our financial steering model and drive finance-related performance management, systematically assessing outcomes and improvement measures.
• Partner with accounting teams to ensure accurate information flow and implement reporting processes that enhance financial transparency across the organization.
• Deep-dive into financial data to identify trends, pinpoint variances, and provide the "narrative" behind the numbers to stakeholders.

Budgeting & cost management

• Establish clear budget guidelines and monitor performance against forecasts to identify areas for cost savings and operational efficiencies
• Implement rigorous cost control methodologies, assessing how cost changes affect profitability and collaborating with department heads to manage key cost drivers.
• Review and approve budget requests based on strategic priorities, ensuring any money spent aligns with organizational goals.

Leadership & business partnering

• Lead and scale a diverse team, fostering a collaborative environment through regular performance evaluations, constructive feedback, and professional development.
• Act as a strategic consultant to business leaders, providing the financial insights necessary to enhance operational performance and decision-making.
• Build strong relationships across the firm, facilitating workshops and training sessions for non-financial managers to synchronize financial goals with operational plans.
• Collaborate with IT and project team to modernize our ERP systems and financial information tools, ensuring the team has the best-in-class cloud-based tech stack for financial management.

• 12+ years of senior finance experience, including 5+ years in FP&A and a minimum of 3+ years in a senior leadership role managing teams.
• Evidencible proficiency in advanced financial modelling, forecasting, and cost analysis, with strong mastery of ERP systems, financial reporting software, and data visualisation tools.
• Strong proficiency in financial modelling, forecasting and cost analysis and expert experience of working with ERP systems, financial reporting software, and data visualisation tools. 
• Proven capability to set enterprise-level goals and strategies within complex environments. 

It would be a real bonus if you have: 

• Bachelor’s degree in Finance, Accounting, or a related field. An MBA or Master’s degree in a finance-related discipline

We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. 

In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. 

We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. 

Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.  

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