3stepIT

Financial Planning and Analysis

• Partner with the COO organization to provide financial insights that guide operational strategy and operational efficiency.
• Drive operational profitability and efficiency, supporting long‑term planning, scenario modeling, and capacity planning.
• Act as a trusted advisor to senior operational leaders, improving productivity, cost‑to‑serve, and value creation.
• Lead budgeting, forecasting, and financial planning for COO‑related functions, ensuring alignment with operational priorities.
• Align financial targets with operational goals, including workforce, capacity, and resource planning.
• Own the P&L for assigned operational areas and deliver clear analysis of cost drivers, productivity, and performance.
• Build financial models, business cases, and ROI analyses to support operational investments, automation, and transformation initiatives.
• Maintain structured reporting (P&Ls, cost and margin reporting, operational KPIs) and develop dashboards that enhance visibility into operational performance.
• Identify risks, opportunities, efficiency levers, and cost‑saving actions, providing proactive recommendations to operational leaders.
• Ensure strong financial controls while supporting operational agility and continuous improvement.
• Prepare accurate KPI and data inputs for Board reporting and lead bottom‑up P&L reviews with operational teams.
• Identify and drive process improvements across finance and operations, focusing on productivity, standardization, and scalability.
• Support development of new operational capabilities, services, and delivery models, defining related finance processes.
• Ensure compliance with financial regulations, internal policies, and transfer pricing requirements.
• Assess financial risks related to service delivery, operational performance, and capacity constraints.

Finance Business Partner, Unified Functions