Director of Strategic Planning & Modelling

Finatal; München; On-site; EUR 150,000 - 190,000; Full time

Job summary

Finatal in Munich, Germany, is seeking a Director of Strategic Planning & Modelling to lead the annual budget, multi-year planning and three-statement financial modelling on-site four days a week.

You will drive CapEx modelling, long-range investment planning and integration of forecasts across business units, while aligning operational assumptions with SAP planning modules. You will develop scenarios for economic and geopolitical events and present to banks, investors and potential buyers.

Qualifications

• Experience in strategic planning, long-range planning and corporate finance.
• Ability to translate operational data into financial scenarios.
• Advanced Excel and analytics capabilities.

Responsibilities

• Own the annual budget and multi-year strategic planning.
• Develop integrated plans covering short, medium and long-term horizons, potentially extending to 10 to 15 years.
• Build and maintain sophisticated three-statement financial models.
• Lead Group-level CapEx modelling and long-range investment planning.
• Integrate business-unit, customer-level and departmental forecasts into the Group model.
• Link operational assumptions and financial models with SAP planning modules.
• Develop scenario and sensitivity analysis to evaluate material economic and geopolitical events.
• Model the impact of factors such as commodity-price movements, market disruption and changes in demand.
• Support company valuation analysis and wider strategic decision-making.
• Prepare financial materials, modelling outputs and Q&A presentations for banks, credit investors, shareholders and potential buyers.
• Partner with senior management, investor relations and external advisers.
• Bring externally supported modelling and planning activity in-house and establish clear internal ownership.

Skills

Financial modelling

Strategic planning

Valuation

DCF modelling

Tools

OneStream

SAP

Tagetik

Lucanet

Oracle HFM

Navision

Job description

Director of Strategic Planning & Modelling

Location: Munich, Germany (4-days on-site)

Ref: CR1158

We are partnering exclusively with a leading international Logistics & Packaging Solutions, Private Equity-backed organisation to appoint a Director of Strategic Planning & Modelling.

Key responsibilities

• Own the annual budget and multi-year strategic planning process
• Develop integrated plans covering short, medium and long-term horizons, potentially extending to 10 to 15 years
• Build and maintain sophisticated three-statement financial models
• Lead Group-level CapEx modelling and long-range investment planning
• Integrate business-unit, customer-level and departmental forecasts into the Group model
• Link operational assumptions and financial models with SAP planning modules
• Develop scenario and sensitivity analysis to evaluate material economic and geopolitical events
• Model the impact of factors such as commodity-price movements, market disruption and changes in demand
• Support company valuation analysis and wider strategic decision-making
• Prepare financial materials, modelling outputs and Q&A presentations for banks, credit investors, shareholders and potential buyers
• Partner with senior management, investor relations and external advisers
• Bring externally supported modelling and planning activity in-house and establish clear internal ownership

Candidate profile

• Exceptional financial-modelling capability, including integrated three-statement models
• Significant experience in strategic planning, long-range planning, valuation, investment banking, transaction services, corporate finance or Group FP&A
• Strong understanding of the interaction between the income statement, balance sheet and cash-flow statement
• Experience producing analysis and materials for banks, lenders, credit investors, shareholders or potential buyers
• Strong valuation experience, ideally including DCF and leveraged-buyout modelling
• Ability to translate operational, commercial and macroeconomic assumptions into credible financial scenarios
• Advanced Excel capability and experience working with complex planning systems
• OneStream experience is preferred; Tagetik, Lucanet, Oracle HFM or Navision are also relevant
• Strong SAP exposure would be advantageous
• Confident presenting complex outputs to senior internal and external stakeholders
• Fluent English; German language skills would be advantageous