Head of FP&A Process Design and Integration

Seeking a senior executive to design future state Financial Planning & Analysis processes with a focus on enabling a business performance management system that connects strategy, financial plans, and operational plans and execution. 

Essential Functions 

• Partner with other FP&A leaders to design AI-native planning, forecasting, scenario, and insight-generation processes that reduce manual effort, improve cycle time, and increase predictive decision support. 

• Assess the need for, design and implement an enterprise Integrated Business Planning (IBP) model, including governance forums, cadence, decision inputs, and clear connection points to leadership routines. 

• Ensure FP&A processes support and enable IBP by aligning planning cycles, forecast outputs, performance reviews, and executive decision integration. 

• Define and influence the advancement of Extended Planning & Analysis (xP&A) capabilities that connect operational plans—such as workforce, sales, volume, capacity, and delivery—with financial outcomes. 

• Drive enterprise planning coherence by working with the FP&A methodologies and governance team to align assumptions, business drivers, timelines, methodologies, and decision outputs across Corporate Finance, Business Line Finance, Strategy, and functional partners. 

• Eliminate fragmented planning approaches and shadow models through standardized constructs, integrated data flows, clear ownership, and scalable process design. 

• Partner with Finance, Strategy, HR, Sales, technology, and other xP&A partners to create one interconnected enterprise operating plan. 

• Continuously improve enterprise planning, scenario depth, sensitivity analysis, and choice architecture so leaders can evaluate growth, cost, capital, capacity, and execution trade-offs with greater confidence. 

What Success Looks Like 

• A single, interconnected enterprise operating plan links strategy, financial commitments, operational drivers, and execution choices. 

• FP&A, xP&A, and IBP routines operate as one integrated performance system rather than disconnected processes. 

• Financial and operational plans are consistently reconciled, with reduced rework, fewer shadow models, and clearer ownership of assumptions and drivers. 

• Planning and forecasting cycles are faster, more automated, and more predictive, with AI-native processes reducing manual effort and accelerating insight. 

• Leaders have timely visibility into performance risks, opportunities, scenario implications, and enterprise trade-offs. 

• Strategy, plans, forecasts, and execution are consistently connected in executive forums and decision materials. 

• Evolution of planning processes is achieved with strong management of change.  

Preferred Skills/Experience 

• Enterprise FP&A, planning, forecasting, and performance management expertise, including OPEX, CAPEX, financial statement drivers, and scenario economics. 

• Integrated Business Planning and xP&A design capability, with the ability to connect operational drivers to financial outcomes and leadership decisions. 

• Strong process architecture and operating model design skills, including governance, cadence, decision rights, handoffs, controls, and scalable execution routines. 

• Ability to simplify complex, fragmented processes into standardized, enterprise-ready constructs that improve consistency, speed, and accountability. 

• Fluency in AI, automation, analytics, and enabling technologies that can transform planning, forecasting, scenario modeling, and insight generation. 

• Executive-level influence, facilitation, and change leadership skills to align senior Finance, Strategy, business, and functional stakeholders around common processes and decisions. 

• Experience in driving and sustaining change. 

• Experience designing or leading enterprise planning, IBP, xP&A, FP&A transformation, or finance operating model modernization in a complex organization. 

• Demonstrated success integrating financial and operational planning across multiple business lines, functions, or geographies. 

• Background partnering with senior executives to establish enterprise planning routines, performance forums, decision inputs, and accountability mechanisms. 

• Experience deploying planning technologies, automation, AI-enabled workflows, driver-based models, scenario tools, or analytics platforms. 

• Financial services, banking, or regulated-industry experience preferred, particularly in environments requiring strong governance, comparability, and executive-ready controls. 

• Track record of leading cross-functional change without direct authority, building adoption through credibility, practical design, and measurable business value.