Aptia Group

Financial Planning and Analysis

• Lead monthly and annual revenue forecasting and long-range planning.
• Build and maintain revenue models that support scenario planning and business decision making.
• Identify risks and opportunities relative to budget and forecast, proactively communicating impacts.
• Oversee reconciliation of monthly revenue actuals, including review of invoicing and accruals and cash collections by client.
• Partner closely with the India shared services center to ensure accuracy and timeliness of revenue related entries.
• Deliver monthly revenue reporting, variance analysis, and clear, actionable insights for senior leadership.
• Collaborate with Sales, Operations, and senior leadership to align revenue expectations.
• Ensure compliance with financial regulations accounting standards, and internal controls while proactively mitigating financial.
• Manage and develop one direct report, providing coaching, support, and performance feedback.
• Strengthen processes, controls, and documentation across the full revenue cycle.
• Demonstrate curiosity, adaptability, and a willingness to challenge assumptions as the business evolves.

Revenue Director, FP&A

Product Operations

• Own and evolve the product operating cadence, including annual and quarterly planning, roadmap development, prioritization and execution tracking
• Define and document the end ‑ to ‑ end product development lifecycle
• Establish clear roles and responsibilities (RACI) across each phase
• Provide end-to-end visibility into the product portfolio, including key initiatives, investments, risks, and tradeoffs
• Support product leaders with structured decision-making frameworks
• Define and run a clear, consistent product release model including major and minor releases
• Own the end-to-end release process
• Define and operationalize product metrics that track delivery, adoption, quality, and business impact
• Act as the connective tissue between product, engineering, design, marketing, sales, finance and operations
• Identify inefficiencies, bottlenecks, and gaps in how product work gets done

Product Operations Manager

Administration

• Communicating with clients and scheme members on complex queries when required via letter, email and telephone.
• Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules.
• Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events.
• Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work.
• Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales.
• Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget.
• Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed.
• Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications.

Revenue Director, FP&A

Product Operations Manager

Senior Pension Administrator