Job Description: Chief Financial Planning & Analysis Officer (Chief FP&A; Officer)

Industry: Banking, Financial Services, Insurance, Investment

Job Type: Full-Time

Reporting To: Chief Financial Officer (CFO) / Chief Executive Officer (CEO)

Job Summary

The Chief Financial Planning & Analysis (FP&A;) Officer is responsible for leading the organization's financial planning, budgeting, forecasting, and performance analysis functions. This role provides strategic financial insights to support decision-making, optimize performance, and drive sustainable growth.

The Chief FP&A; Officer partners closely with executive leadership to translate business strategy into financial plans and ensures alignment between financial performance and organizational objectives.

Key Responsibilities

1. Financial Planning & Forecasting

Lead annual budgeting, long-term financial planning, and rolling forecasts

Develop financial models to support strategic initiatives and business decisions

Ensure alignment between financial plans and business objectives





Monitor variances and provide actionable insights

2. Performance Analysis & Reporting

Analyze financial and operational performance across business units

Track KPIs such as revenue growth, profitability, cost efficiency, and ROI

Prepare executive dashboards and performance reports

Provide insights and recommendations to improve business outcomes

3. Strategic Decision Support

Partner with CEO, CFO, and business leaders on strategic initiatives

Evaluate investments, new products, and expansion opportunities

Conduct scenario analysis and stress testing

Support mergers, acquisitions, and capital allocation decisions

4. Cost Management & Efficiency

Identify cost optimization opportunities and drive efficiency initiatives

Monitor cost-to-income ratio and operational performance

Support pricing strategies and profitability analysis

Ensure disciplined financial management across departments

5. Data, Systems & Analytics

Oversee

📌 Chief Financial Planning (Trinitat)
🏢 thehivecareers.co
📍 Trinitat