Vice President of Financial Planning & Operations

I. Position Overview
The Vice President of Financial Planning & Operations is responsible for leading the company’s financial planning, budget management, financial forecasting, operational analysis, and related financial operations, providing strategic financial advice and decision support to senior management. This role aligns financial planning with corporate business objectives, driving resource allocation, financial performance management, and operational process optimization to support the company's long-term growth and stable operations.
The position works closely with the CFO and heads of business units to establish scalable financial planning systems, enhance the quality of financial forecasting, improve budget execution efficiency, increase transparency in operational decision-making, and ensure financial operations remain aligned with corporate strategy.
II. Key Responsibilities
1. Corporate Financial Planning and Strategic Support
Develop and lead the company’s medium- to long-term financial planning and annual financial plans.
Translate corporate strategic goals into financial targets, budget allocations, and operational plans.
Collaborate with the CEO, CFO, and senior management team to evaluate the financial impact of strategic initiatives.
Provide financial analysis and recommendations regarding business expansion, investment decisions, cost structure adjustments, and resource allocation.
2. Budget Management and Financial Forecasting
Lead the processes for annual budgeting, quarterly forecasting, and rolling forecasts.
Establish standardized budget preparation guidelines, timelines, approval mechanisms, and management reporting requirements.
Collaborate with business units to formulate budgets for revenue, costs, capital expenditures (CAPEX), and headcount.
Monitor budget execution and analyze variances between actual results, budgets, and forecasts.
Propose forecast adjustments and budget optimizations based on changes in the market, business, and operations.
3. Operational Analysis and Financial Performance Management
Oversee the analysis of revenue, profit, cash flow, costs, and other key operational metrics.
Establish a corporate-level financial performance indicator framework and a regular management reporting mechanism.
Evaluate the financial performance of business units, product lines, and regional operations.
Translate financial data into actionable operational insights to support timely decision-making by management.
Identify performance variances, operational risks, and potential improvement opportunities, and drive relevant actions.
4. Financial Operations and Process Governance
Lead processes related to financial planning and operations, ensuring reporting accuracy, timeliness, and consistency.
Coordinate with accounting, financial control, and shared services teams to support month-end, quarter-end, and year-end closing processes. Drive the standardization of processes for budgeting, forecasting, analysis, and management reporting.
Optimize financial data management, approval workflows, and cross-functional information collaboration mechanisms.
Oversee the use of financial planning systems and reporting tools, driving appropriate automation and process improvements.
5. Capital and Resource Allocation Analysis
Provide financial evaluations for capital expenditures, business investments, and major projects.
Collaborate with finance and business teams to analyze return on investment (ROI), cash flow impacts, and risk scenarios.
Support the company in assessing funding requirements and resource priorities for various business plans.
Establish mechanisms for tracking project financials to evaluate budget utilization and financial outcomes for approved projects.
Assist management with capital planning and resource allocation discussions within the scope of responsibilities.
6. Cross-Functional Business Collaboration
Establish regular financial planning collaboration mechanisms with Sales, Marketing, Product, Operations, HR, and Technology teams.
Guide business units in developing quantifiable and trackable operational plans and budgets.
Support analysis related to product pricing, business expansion, operational efficiency, and cost optimization.
Drive the finance team's evolution from a reporting support function to proactive business partners.
Coordinate cross-functional financial planning matters; resolve issues regarding data definitions, budget accountability, and execution tracking.
7. Financial Risk and Internal Control Collaboration
Collaborate with the CFO, Financial Control, Accounting, and Compliance teams to refine governance processes related to financial planning.
Ensure budgets, forecasts, and management reports comply with company policies and applicable reporting requirements.
Identify risks related to data, approvals, and execution within financial planning processes and drive improvement measures.
Facilitate internal and external audits as well as management reviews by providing relevant analysis and process documentation.
Maintain appropriate financial planning records, management reporting standards, and accountability mechanisms.
8. Team Leadership and Talent Development
Lead the Financial Planning & Operations team; define departmental strategy, annual goals, and work priorities.
Manage Finance Directors, FP&A leads, Finance Managers, and relevant professional team members.
Establish mechanisms for team performance management, professional training, and talent succession planning.
Drive capability building in financial analysis, business modeling, and business partnering.
Plan team structure, resources, and budgets based on company scale and business needs. III. Qualifications
Bachelor’s degree or higher in Finance, Accounting, Economics, Business Management, or a related field.
Typically requires over 20 years of experience in Financial Planning & Analysis (FP&A), financial management, financial operations, or related areas.
Possesses over 8 years of experience in senior financial management, team leadership, or cross-functional management.
Experienced in leading enterprise-level budgeting, financial forecasting, operational analysis, and performance management.
Strong capabilities in financial modeling, variance analysis, cash flow analysis, and ROI analysis.
Ability to collaborate with senior management and business leaders to provide clear, actionable financial recommendations.
Strong organizational leadership, communication, coordination, problem-solving, and change management skills.
Proficiency in Excel, financial planning systems, and enterprise-level reporting tools.

Work arrangement
Yes