Job Description

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.


With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.


Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.


And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.


Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.

Job requirements

Job Profile Summary

FP&A collaborates with leaders and management teams, providing trusted financial and strategic advice to drive business growth and profitability. By creating, tracking and analyzing budgets, forecasts and financial results, they develop performance insights that contribute to critical business decision making and strategic plans. A Financial Planning & Analysis Leader leads and inspires a multi-team department to execute its strategy and achieve its operational goals.

Job Profile Description

Directs the financial planning, reporting, and analytics support used by Senior Leadership and regional business leaders and communicates the impact of analyses and forecasts. Assesses finance structure, processes and reporting and develops processes to simplify, automate, or streamline, to enhance effectiveness and efficiency. Reviews existing cost pools for further consolidation. Provides strong financial leadership and determines overall direction and setting of finance priorities, in order to meet the needs of the functions supported. Initiates and leads special projects related to business unit performance, M&A, and other strategic opportunities, and provides through leadership on an approach to analyses. Develops and implements processes to improve overall FP&A reporting and analytics in support of strategic initiatives. Develops budgets and forecasts based on established objectives and initiatives. Recommends changes to financial strategies. Provides support for financial transactions and business decisions. Recommend changes to financial strategies. Provide support for financial transactions and business decisions. Leads, directs and develops financial staff, to ensure financial practices are conducted accurately and compliantly with regulations, laws and standards. Lead, direct and develop financial staff to ensure financial practices are conducted accurately and compliantly with regulations, laws and standards. Reviews and tests consolidated annual budget schedules, organizes and updates the budget schedules and instructions.

Education & Experience:

Chartered Accountant or related degree in finance, accounting, business 12-15+ years of progressive experience in an FP&A role within GICs or Banking Industry

How to apply

If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.


Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.





If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.