Director, Financial Planning & Analysis

This is a fully remote position, open to applicants in United Arab Emirates (UAE).

📋 Description

• Take ownership and lead the annual budgeting process, multi-year strategic planning cycles, rolling forecasts, and variance analysis across all business units.

• Spearhead the development and ongoing enhancement of enterprise-wide P&L structures, balance sheet forecasts, and cash flow models that are fully dynamic and formula-driven.

• Prepare and manage executive-level financial memos, board reporting packages, risk documentation, strategic business cases, and capital planning materials.

• Assess and stress-test new business initiatives, strategic partnerships, M&A opportunities, and product launches through comprehensive scenario analysis and financial modeling.

• Create strong deal scenario models and conduct sensitivity analyses to assist senior leadership in strategic decision-making and negotiations.

• Serve as a strategic business partner to cross-functional stakeholders, facilitating communication between department heads and finance to promote organizational alignment.

• Oversee the financial review of the sales pipeline, revenue forecasting, AUM projections, and management fee modeling, synthesizing inputs from across the organization.

• Collaborate with CCG's finance leadership and the FP&A functions of sister companies to establish and implement enterprise-wide FP&A best practices, standardized reporting frameworks, and shared analytical tools.

• Drive cross-entity benchmarking initiatives to pinpoint performance gaps and opportunities within the CCG group, presenting findings and recommendations to senior leadership.

• Assist in inter-company financial coordination, including transfer pricing inputs, consolidated forecasting, and shared cost allocation methodologies.

• Advocate for the adoption of common systems, data standards, and reporting taxonomies throughout the group to enhance the efficiency of financial performance consolidation and comparison.

• Represent 3iQ in group-level finance working groups, steering committees, and strategic planning sessions organized by CCG.

• Develop and sustain a comprehensive management reporting suite (monthly) that monitors performance against targets, highlights key risks and opportunities, and fosters accountability at all organizational levels.

• Lead the identification, quantification, and communication of financial risks and opportunities within the business, including AUM sensitivity, fee revenue exposure, and headcount cost drivers.

• Establish formal risk flags and opportunity registers within the FP&A cycle, ensuring significant items are escalated appropriately and integrated into updated forecasts and strategic plans.

• Build and maintain sensitivity models and scenario analyses that stress-test KPI outcomes under varying macroeconomic, regulatory, and operational conditions.

• Ensure data integrity, financial close accuracy, and real-time reporting capabilities, utilizing advanced data transformation techniques to guarantee analytical outputs are always accurate and reliable.

• Promote the strategic use of AI-assisted tools and automation to enhance the efficiency and scalability of FP&A processes, model-building, and reporting workflows.

• Collaborate with IT and system vendors to lead financial system implementations, upgrades, and integrations that accommodate the increasing complexity of the business.

• Mentor and coach finance team members, fostering career development and enhancing FP&A skills and judgment across the function.

• Advocate for FP&A best practices within 3iQ and actively engage in capability-building initiatives across sister companies in the CCG group.

• Work closely with the CFO and broader Finance team to provide cohesive leadership across the finance function, driving departmental objectives and executing the CFO's strategic vision.

⛳️ Requirements

• Over 8 years of progressive FP&A experience, with a minimum of 3 years in a senior or leadership role; experience in Asset Management, Financial Services, or a related regulated environment is highly preferred.

• Proven history of managing enterprise-wide financial planning cycles, KPI frameworks, and board-level reporting.

• Experience working within a multi-entity or group corporate structure, with familiarity in parent company reporting, consolidated forecasting, or inter-company financial management.

• Exceptional financial modeling capabilities; fully proficient in building, owning, and auditing complex, dynamic models from scratch.

• Demonstrated ability to synthesize large, complex datasets into clear, decision-ready narratives for executive and board audiences.

• Strong stakeholder management skills, showcasing the ability to influence at the C-suite level and foster cross-functional alignment.

• Outstanding written and verbal communication skills; capable of presenting financial complexities with clarity and confidence.

• Practical experience with financial system implementations and integrations, particularly with NetSuite and Float Financial (preferred).

• Proficiency in tech stack preferred: QBO, NetSuite, Float, Procurify, HubSpot, Open Code (Claude), and the full MS Office suite.

🏝️ Benefits

• Competitive compensation package that includes a discretionary bonus.

• Unlimited Vacation Days.

• Remote-first team offering a flexible work environment focused on achieving results.

• Opportunity to engage in an innovative and rapidly growing industry.

• Collaborative, low-ego culture emphasizing a strong execution mindset.

• Annual company offsite events to connect, collaborate, and rejuvenate.

• Birthday off to celebrate your special day your way!

• Supportive parental leave policy tailored to prioritize family and well-being.