FP&A Target Operating Model (TOM) Design

Role Overview

We are seeking an experienced FP&A Target Operating Model (TOM) Design professional to lead the design and transformation of Financial Planning & Analysis operating models.

The role will focus on assessing current-state FP&A capabilities, designing the future-state operating model, transforming core FP&A processes and defining the appropriate balance between centralised finance, business units, Global Business Services (GBS) and BPO/outsourcing.

The successful candidate will bring strong experience across FP&A transformation, operating model design, finance process transformation and GBS/shared services models.

Key ResponsibilitiesFP&A TOM Design & Strategy

• Define and design the FP&A Target Operating Model, covering processes, organisation, governance and technology.
• Assess current-state FP&A maturity and identify improvement opportunities.
• Develop future-state operating model blueprints across:
• Central FP&A
• Business units
• GBS / Shared Services
• BPO / Outsourced operations
• Align the FP&A operating model with finance strategy, enterprise objectives and the digital roadmap.
• Define appropriate roles, responsibilities, governance structures and decision rights.

FP&A Process Transformation

• Redesign core FP&A processes including:
• Budgeting
• Forecasting
• Long-range planning
• Management reporting
• Drive standardisation, simplification and harmonisation across regions and business functions.
• Improve planning cycles, reduce turnaround times and enhance planning and reporting accuracy.
• Introduce FP&A best practices such as driver-based planning and rolling forecasts.
• Identify process inefficiencies and develop practical transformation initiatives.

GBS / BPO Integration

• Define the appropriate role of GBS / Shared Services and BPO within the FP&A operating model.
• Assess activities suitable for centralisation, standardisation or outsourcing.
• Support transition and operating model design for GBS/BPO services.
• Define knowledge transfer and service delivery models.
• Establish appropriate SLAs, KPIs and governance frameworks.
• Define interaction models between retained FP&A teams, business units and GBS/BPO providers.

Stakeholder & Transformation Management

• Work with Finance leadership, FP&A teams, business stakeholders and transformation teams.
• Facilitate current-state assessments and future-state design workshops.
• Present operating model recommendations to senior stakeholders.
• Support implementation planning and transition activities.
• Manage dependencies, risks and issues associated with the TOM transformation.

Required Skills & Experience

• Strong FP&A experience.
• Proven FP&A Target Operating Model (TOM) design experience.
• Finance transformation / operating model transformation experience.
• Strong understanding of:
• Budgeting
• Forecasting
• Long-range planning
• Management reporting
• Experience designing future-state finance operating models.
• Experience with process standardisation, simplification and harmonisation.
• Experience with GBS / Shared Services operating models.
• Experience with BPO / finance outsourcing models.
• Experience defining SLAs, KPIs and governance frameworks.
• Understanding of driver-based planning and rolling forecasts.
• Strong stakeholder management and workshop facilitation skills.
• Strong analytical, strategic and problem-solving skills.

Eligibility

• Ability to work remotely within the UK.