Head, Financial Planning & Analysis (FP&A)
Role Purpose
The Head of Financial Planning & Analysis (FP&A) is responsible for driving financial strategy, budgeting, forecasting, cost control, and performance analytics across TREXM Holdings. The role ensures informed decision-making through accurate financial insights, robust planning frameworks, and disciplined cost management to support sustainable growth.
Key Responsibilities (Job Specification)
Financial Planning & Budgeting
- Lead the annual budgeting, rolling forecasts, and long-range financial planning processes.
- Develop and maintain budgetary controls across all business units and subsidiaries.
- Ensure alignment between business strategy and financial plans.
Cost Control & Financial Discipline
- Design and enforce cost control frameworks to optimize expenditure and improve margins.
- Track cost drivers and recommend corrective actions where variances exist.
- Partner with operational teams to embed cost-conscious decision-making.
Financial Analysis & Reporting
- Provide timely, accurate financial performance analysis, dashboards, and management reports.
- Analyze revenue, margin, cash flow, and operating expenses against targets.
- Support pricing, investment appraisal, and business case development.
Business Partnering
- Act as a strategic finance partner to MD, COO, and department heads.
- Support operational and commercial teams with financial insights for decision-making.
Governance & Controls
- Ensure compliance with internal financial policies and reporting standards.
- Support audits, financial reviews, and management reporting requirements.
Person Specification
Education & Qualifications
- Bachelor’s degree in Accounting, Finance, Economics, or related discipline.
- Professional qualification (ACA, ACCA, CFA, or equivalent) is mandatory.
- MBA or postgraduate degree is an advantage.
Experience
- Minimum of 5-7 years progressive experience in FP&A, corporate finance, or financial control.
- Experience within oil & gas, energy, engineering, or industrial sectors is preferred.
Core Competencies & Skills
- Strong financial modelling and analytical capability
- Budgeting, forecasting, and cost management expertise
- Commercial and strategic thinking
- High attention to detail and accuracy
- Strong stakeholder management and influencing skills
Key Performance Indicators (KPIs)
- Budget accuracy and forecast variance
- Cost savings and margin improvement
- Timeliness and quality of financial reports
- Management satisfaction with financial insights
- Compliance with financial controls