Financial Planning and Analysis Manager

Infinit-O isn't just about business process optimization, we're about people. For over 20 years, we've been helping some of the world's fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.

But what truly sets us apart is our culture. At Infinit-O, we believe that diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we're dedicated to making a positive impact not just in business, but in the communities we serve.

With a highly engaged and innovative team, we don't just optimize processes, we also create meaningful change.

What is the role that we need?

Improving the impact, and understanding, of financial reporting on business performance (Someone who is experienced working to add value when dealing with financial issues dealt with in their respective department - not just calculation but even the approach).

Providing analysis and delivering insight that links financial reports to business strategies

Providing effective commercial procedures, or initiating change, to ensure key

operational, commercial and financial targets are delivered. Not necessarily able to be the driver for commercial change but able to identify opportunities and risks in current financials models.

Building partnerships and maintaining strong relationships with all senior managers and their teams.

Specific Duties and Responsibilities:

Monthend Reporting & Financial Analysis: Track and analyze financial data, cost drivers and performance metrics, and engage stakeholders on a day to day basis to provide insights and recommendations to support business decision-making. S/he will help business units understand their financial performance and identify areas for improvement.

Budgeting and Forecasting: Drive annual budgeting and monthly forecasting processes, including financial modeling. S/he will collaborate with department heads to ensure budgets are aligned with strategic goals and provide guidance on cost control and resource allocation. Drawing up a model in Gsheet, organizing data, putting logic on the approach in predicting revenue and expense numbers factoring risks and opportunities.

Performance Reporting: Develop and deliver regular financial reports to business units, highlighting variances from budgets and forecasts. S/he will explain the reasons behind these variances and offer actionable insights to improve performance. Budget vs actual, Forecast vs Actual and track KPI's.

Financial Planning: Collaborate with business leaders to develop long-term financial plans and models, which can include scenarios for growth, cost reduction, or market changes. FBPs help business units set financial goals and create strategies to achieve them.

Cost Management: Identify cost-saving opportunities and work with business units to implement cost reduction initiatives while ensuring that essential operations are not adversely affected.

Strategic Decision Support: Provide financial insights to assist in strategic decision-making,such as market expansion, product launches, or mergers and acquisitions. FBPs help evaluate the financial implications of different strategic options. Example ability to set up business case that covers major business decisions where information will not be 100% complete and some logical approach on assumptions would have to be made.

Relationship Building: Build strong relationships with department heads, managers, and other stakeholders in the organization. They act as a trusted advisor, facilitating communication and collaboration between finance and other functions.

Continuous Improvement: Constantly seek ways to improve financial processes and enhance the efficiency and effectiveness of financial operations within their business units.

Ad hoc finance projects as assigned.