Head of Financial Planning and Analysis, APAC Transformation

Outcomes that will define success

• Within 90 days, agree one economic baseline and named owners across all 6 countries.
• Within 9 months, reduce unresolved forecast and control exceptions by 14% from the agreed baseline.
• Within 24 months, evidence $8 million of annual value without weakening regulatory or fiduciary controls.

Core responsibilities and decision rights

• Own the finance authority required to rebuild APAC planning around digital evidence and accountable scenarios.
• Decide the planning, reporting and evidence standards used across the 6-country scope.
• Set the capital and resource cases that may reach Global Head of Financial Planning and Analysis.
• Stop commitments that preserve spreadsheet-led planning cycles without measurable economic or control evidence.
• Decline investment requests whose value owner, delivery dependency or downside remains unnamed.
• Choose the sequence for digital and AI transformation and expose dependencies before funding is committed.
• Determine the finance leadership accountabilities and escalation routes needed for India and cross-border finance decisions.

Candidate profile

You have led digital and AI transformation where finance carried the operating consequence, not merely the reporting calendar. You have worked at or above $730 million of revenue and across at least 3 countries, with direct accountability for forecasts, controls and capital choices. You can show where your judgement stopped a weak commitment as well as where it released investment. Digital and AI investment, value, adoption and controls must be judged together. You have owned planning and forecasting at scale, connected control evidence to commercial decisions, and explained unresolved gaps to a board without hiding behind functional language. You understand the economics of wealth management and the operating pressure created because regional planning still depends on manual reconciliations that conceal the economics of customer and adviser growth. You can work across India and cross-border finance decisions, challenge spreadsheet-led planning cycles, and remain accountable through the full 24-month horizon. You will distinguish urgent decisions from hurried ones, protect controls that work, and make the cost of every exception visible.

Critical experience

• Digital and AI transformation: The finance mandate requires digital and AI change already led where value, controls and adoption were measured together.
• Growth scale-up: Experience of growth scale-up matters because regional planning still depends on manual reconciliations that conceal the economics of customer and adviser growth.
• Professionalisation: Prior institutionalisation gives the leader a tested reference point for changing spreadsheet-led planning cycles.

Required leadership capabilities

• FP&A and forecasting — level 4: Recognised authority in planning and forecasting is needed because the first decisions depend on a trusted economic baseline.
• Controls and reporting — level 3: The leader must connect reporting evidence with the operating choices that finance is expected to challenge.
• Capital allocation — level 3: Capital allocation judgement determines which commitments continue when the portfolio exceeds available capacity.
• Risk judgement — level 3: AI-enabled decisions require explicit judgement about uncertainty, control ownership and acceptable evidence.

Scope and operating context

• Comparable experience should include responsibility for at least $730 million revenue, $470 million P&L, 1300 colleagues, and 3 countries.
• Principal leadership interfaces: Audit, Risk, Technology committees.
• Direct-report scope: Financial planning and analysis, Controllership, Treasury, Tax, Business finance, Finance transformation
• Candidates may be considered from: Mumbai, India; Singapore; Dubai, United Arab Emirates.
• Relocation support is available. Sponsor-supported work authorisation may be considered for qualifying candidates.

This mandate is unlikely to be right if

• You need spreadsheet-led planning cycles to remain untouched while accountability changes around it.
• You prefer advisory influence without ownership of the financial consequences attached to the work required to rebuild APAC planning around digital evidence and accountable scenarios.
• You require complete information before making choices across 6 countries; the sponsor expects staged decisions under uncertainty.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 19 September 2026. Mandate reference GBX-MUM-BFSI-CFO-53.