Head of Financial Planning

Investigo; Santiago; On-site; CLP 78,120,000 - 91,512,000; Full time

Job summary

Investigo, a leading consumer group in Santiago, seeks a commercially focused Head of FP&A to own plans, forecasts and financial performance, oversee treasury, and partner with senior leadership.

The role requires fluency in English and Spanish, driver-based models, rolling forecasts, KPI tracking, and investment analysis. Reporting to the CFO, you will lead the FP&A team and contribute to strategic decisions with a strong, market-aligned package.

Qualifications

• Corporate Finance background with knowledge of Capital Allocation and discounted cash-flow
• MBA would be desirable
• English speaker
• Prior exposure to Power BI, AI or similar to improve budgeting and forecasting would be an advantage.

Responsibilities

• Own the annual budget process and the long-range (5 year) plan, from first assumptions to board approval
• Run a rolling monthly forecast covering P&L, cash flow and balance sheet, with clear variance analysis against budget and prior forecast
• Build and maintain the driver-based financial model, including scenario and sensitivity analysis
• Deliver the monthly management pack and board reporting: results, KPIs, drivers and the story behind the numbers
• Define and track the KPIs that matter, and make sure the business measures what it manages
• Turn analysis into recommendations: pricing, investment cases, cost reviews, capacity decisions
• Act as finance partner to the CEO, CFO and functional heads, challenging plans and spend constructively
• Partner with sponsors to shape investment proposals before they reach the committee
• Support fundraising, M&A, debt or investor reporting as the business needs
• Work with the Corporate Financial Controller to keep actuals, forecast and reporting on one consistent data model
• Own the end-to-end investment and business case process: templates, appraisal standards, approval thresholds and governance
• Review and challenge every case before submission, testing assumptions, returns (NPV, IRR, payback) and risks
• Assist with preparing and presenting the investment papers and the portfolio view to the Business Development Committee, with a clear recommendation on each
• Control approved investments against plan: track spend, milestones and benefits, and elevate variances
• Run post-investment reviews and feed the lessons back into future cases and the forecast
• Oversee the Treasury Manager, and own cash management, liquidity planning and shorter term cash flow forecasts
• The perfect candidate will have come from a Corporate Finance background and have a good working understanding Capital Allocation and discounted cash-flow. An MBA would be desirable. You need be an English speaker.
• Prior exposure to Power BI, AI or similar to improve budgeting and forecasting would be an advantage.

Job description

Commercially focused, Head of FP&A required for medium/large Consumer Group undergoing a significant period of sustained growth.

This is an opportunity for a driven Finance leader to join a highly successful Group, working as part of, and supporting the senior leadership team.

You will require a good level of English and Spanish languages

• The Head of FP&A will take ownership for plans, forecasts and financial performance and will oversee the treasury function.
• Acting as the key finance business partner to the leadership team on every major investment, you will play a significant role in the future growth of the business.
• You will build the forecasting, reporting and business-partnering capability that lets the company grow with confidence: Ensuring a budget that leadership trusts, a rolling forecast that moves with the business, and clear answers to “what happens if”.
• This is a senior leadership role and a mandate to raise the bar on financial rigour across the company.

Reporting into the CFO and leading the FP&A Team - Key Accountabilities include:

Planning and forecasting

• Own the annual budget process and the long-range (5 year) plan, from first assumptions to board approval
• Run a rolling monthly forecast covering P&L, cash flow and balance sheet, with clear variance analysis against budget and prior forecast
• Build and maintain the driver-based financial model, including scenario and sensitivity analysis

Reporting and insight

• Deliver the monthly management pack and board reporting: results, KPIs, drivers and the story behind the numbers
• Define and track the KPIs that matter, and make sure the business measures what it manages
• Turn analysis into recommendations: pricing, investment cases, cost reviews, capacity decisions

Business partnering

• Act as finance partner to the CEO, CFO and functional heads, challenging plans and spend constructively
• Partner with sponsors to shape investment proposals before they reach the committee
• Support fundraising, M&A, debt or investor reporting as the business needs
• Work with the Corporate Financial Controller to keep actuals, forecast and reporting on one consistent data model

Investment and business cases

• Own the end-to-end investment and business case process: templates, appraisal standards, approval thresholds and governance
• Review and challenge every case before submission, testing assumptions, returns (NPV, IRR, payback) and risks
• Assist with preparing and presenting the investment papers and the portfolio view to the Business Development Committee, with a clear recommendation on each
• Control approved investments against plan: track spend, milestones and benefits, and elevate variances
• Run post-investment reviews and feed the lessons back into future cases and the forecast

Treasury

• Oversee the Treasury Manager, and own cash management, liquidity planning and shorter term cash flow forecasts

The perfect candidate will have come from a Corporate Finance background and have a good working understanding Capital Allocation and discounted cash-flow. An MBA would be desirable. You need be an English speaker.

Prior exposure to Power BI, AI or similar to improve budgeting and forecasting would be an advantage.

Package: $7M to $8.2M (net Monthly pay) Chilean Peso + Bonus 3 to 4 Months of salary equivalent (excellent run rate in recent years), and core benefits.