Global Head of Financial Planning and Analysis

THE OPPORTUNITY 

Elevation Capital is seeking a Global Head of FP&A to lead and scale financial planning and analysis across an established global, multi-entity organization. This role exists to strengthen strategic finance capabilities, improve planning rigor, and drive consistent budgeting, forecasting, and reporting across all regions and business units. This is a senior, hands-on leadership role. The Global Head of FP&A will initially operate close to the details while establishing scalable global standards, systems, and operating rhythms. Over time, this leader will build, manage, and develop a high-performing FP&A team.

WHAT YOU’LL DO 

• You will own global budgeting, forecasting, long-range planning, and reporting across multiple legal entities, regions, and currencies.
• You will partner closely with the founder, executive leadership, and operating teams to deliver clear financial and operational insight that informs strategy, capital allocation, and business performance.
• You will design and implement standardized FP&A processes, templates, and reporting frameworks that function effectively in a distributed, international environment. You will ensure consistency, accuracy, and comparability of financial data across regions while accounting for local realities.
• You will support monthly and quarterly financial reviews, variance analysis, scenario modeling, and KPI tracking. You will translate complex, multi-entity financial data into concise insights and recommendations for senior leadership.
• As the function scales, you will hire, manage, and mentor the family office FP&A team members and build a disciplined, globally aligned FP&A organization.

WHO YOU ARE

• You are a senior FP&A leader who has already worked within an established global organization and is comfortable operating across regions, time zones, and international structures.
• You have experience establishing reporting standards and building budgeting planning processes and tools.  You are comfortable leading business process transformation.
• You bring experience navigating cross-border complexity, including consolidated reporting, regional planning differences, and multi-entity performance management.
• You are systematic, highly organized, and capable of building structure and visibility in complex environments.
• You have managed people before and know how to lead, develop, and hold teams accountable. You are able to lead indirectly in a matrix-style organization. You communicate clearly, earn trust across functions, and influence decisions through insight and clarity

KEY RESPONSIBILITIES 

• Lead global financial planning activities, including annual budgets, rolling forecasts, and long-range plans across all entities and regions.
• Provide strategic financial guidance to leadership through rigorous analysis of performance, trends, risks, and opportunities.
• Oversee the preparation of accurate and timely financial reports, KPI dashboards, and decision-support analyses.
• Interpret financial results, identify variances, and proactively recommend corrective or growth-oriented actions.
• Define, implement, and monitor standardized KPIs and reporting frameworks across the global organization.
• Establish systems and processes that support consistent budgeting, forecasting, and performance measurement.
• Build, lead, and develop a global FP&A team, including hiring, coaching, and performance management.

REQUIREMENTS

• Bachelor’s degree in Finance or Accounting required. MBA or CPA preferred but not required.
• At least six years of progressive experience in FP&A within an established global organization, ideally supporting multiple regions or international business units.
• Experience operating in small to mid-sized, multi-entity or portfolio-style organizations strongly preferred.
• Prior people management experience required.
• Expert-level proficiency in Excel and Google Sheets, with strong financial modeling, forecasting, and budgeting skills.
• Working knowledge of ERP and financial reporting systems such as NetSuite.
• Proven track record of building FP&A processes, improving planning discipline, and supporting leadership decision-making in dynamic, global environments.