Group FP&A Business Partnering

The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.

Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Business Partnering

London, UK

Description

Reporting directly to the Head of Business Partnering in London, this is an exciting opportunity for an experienced VP finance professional to work in a high calibre team and to develop p&l reporting, revenue analytics, planning and reporting framework. Emphasis is on elevating revenue analysis, including product profitability, organic growth, forward looking KPIs (e.g., revenue by headcount, AUM servicing).

A key focus is to build out monthly reporting suite, especially in business segments, and to provide insights and drivers for month-on-month variances and variances to plan. The role will set the product and functional planning in line with the group's guidelines for revenue planning and forecasting, lead on reporting strategic revenue initiatives, provide competitor benchmarking, and input into equity models. Ability to communicate with senior stakeholders, including the Product and Departmental Head, CFO, Sales, CRM, Product, the Group CFO and the Chief Commercial Officer is key.

Job specification

Build executive presence and daily interaction with senior stakeholders. Stakeholders include:

• Product Business Heads
• Regional Finance Heads and Regional Finance Teams
• Group CFO
• Chief Product Officer and Regional Heads
• Chief Commercial Officer

Produce Monthly Revenue Results covering:

• Product P&L reviews including key revenue messaging (CM vs PM/PY/Plan/FC)
• Monthly product revenue flash, using inputs from FP&A Business Partners
• Monthly recurring revenue, non-recurring revenue
• Organic Growth and other KPIs (e.g. Revenue by Headcount)
• NII and market movement analysis
• Benchmarking to peers
• Profitability analysis / cohort analysis
• Revenue by region and country trend analysis
• Revenue by product trend analysis

Lead monthly Revenue Reviews at a Regional Level:

• Drive the monthly revenue review process for the Regional CEO, CFO Drive, including: Providing the revenue early view (Flash) by product line and region
• Providing drivers and explanations for movements month on month and versus plan, forecast and prior year

Run the Revenue Annual Plan and Forecasting Process and Reviews:

• Set the revenue strategic plan with the CEO, CFO, Chief Product Officer and Chief Commercial Officer
• Set out the revenue plan guidelines and monitor the plan process
• Provide insight to the plan
• Deliver a rolling revenue forecast together with the group FP&A team

Ad Hoc:

• Develop and assist with rolling out revenue BI reporting
• Board, Lender, CEO and CFO queries
• Regular interaction with product line and regional teams on revenue related topic

Skills Required

• Bachelor's degree in accounting/finance
• Excellent knowledge of Microsoft suite of products, particularly Excel and presentations
• Demonstrable success in delivering cohort analysis
• Demonstrable success in delivering revenue plans
• Good communication and writing skills to support commentary for senior executives
• Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage
• Attention to details
• Minimum 10 years Post Qualification experience
• Demonstrable Team Player in a Global Team
• Build excellent working relationships with a broad range of stakeholders
• Motivate and empower team members by building their capabilities
• Ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner
• Encourage a healthy working environment for the team

What you will get in return

• A genuinely unique opportunity to be part of an expanding large global business
• Competitive remuneration commensurate with skills and experience.
• Training and development opportunities
• A high level of visibility within a large organisation on an upwards trajectory
• Being part of a high performing team with a strong team culture

Additional information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-eco