FP&A Synergy Team Vice President

Apex Group Ltd.,established in Bermudain 2003 is oneof theworlds largest financial service

providerswithc.10,000 employeesoperatingout ofc.85 offices in 42 countries.The Group has

c.$3 trillionassets undermanagement and has delivered stronggrowthof
10% year onyear for

thelast 3 years. Apex Group offersa single sourcesolutionto customersforfinancial servicesas

it hasthebroadestrangeof services amongst itscompetitors.Theseservices includefund

administrationsolutions,digitalon-boardingofbank accounts,depositary,custodyand super

ManCo services,corporateand family office services, business servicesincludingHR and payroll

and a pioneeringESG ratingsand advisory servicefor privatecompanies.

Pune Global Service Centre FP&A Team

Indiais growingas an Apex Group financehub as it providesintelligent,enthusiastic,and

energeticprofessionals to compliment astrongglobalfinance team. This is a great opportunity

to join theGlobalFP&ATeamwho have chosenPuneas their FP&AGlobalServiceCentre(GSC).

The FP&APuneTeamstarted witha 7-member teamin 2021 in Phase1. Followingearly

successes of thePuneteamand theneed for increased reportingto stakeholdersfollowinga

high numberof recent businessacquisitions,theteam grewto 25 membersin 2022 in Phase 2.

We nowhavea team of technically strongand energeticemployeesand middle management

professionalsdeliveringan increasing numberof datasets, standardised deliverables,and

improved analyticalreportingto assist theGlobalFP&Ateamin managingreportingfor the

entire portfolio ofGroup Companies.

The FP&Aorganisationalstructureisrelatively flat thereby increasingopportunitiesforeveryone

to grow and build a successful career.

Our Phase3 Punehiring is nowcommencing.We are lookingto expand theexistingteamto

complement ourworld class high performingteam. Theseroles are expected to drivedata

cleansing, standardised processingand be engagingwithbusiness, management, and finance

teamsacrosstheglobe.

The Role

This is an excitingopportunity foraFinanceprofessionalto joina highperformingGlobalFP&A

teamoperatingin a fast growthGlobalFinancialServicesorganisation.

Inthis 3rd phase,there are a few openingsat all levels (Associate,Senior Associate,Assistant Vice

President and Vice President).

The GlobalFP&Ateamis functionally structured withGroupReporting(whichincludessynergy

reportingas well), RevenuePartnering,PeopleCost Partneringand ExpensePartnering(all

expensesexcept PeopleCost) as themain pillars. Recently wehavealso introduced and working

towardssettingup a RegionalPartnership Team. The EntireTeam and each Pillar is led by

extremely knowledgeable,experienced, dedicated, and professionalleaders. Withorganisational

growththereis a need to expand theexisting FP&Ateamby creatinga GlobalServicecentre

(GSC) whichwill help enhancethe overallfunctionality oftheFP&Aprofile.

Basis the specific functiontheactivitiesmay differ but an overall list of activitiescovered under

thevariousroles are as below:

Close partnership withtheFP&AHRBusinessPartner

Understand themaindriverswhile performingvariousactivitiesunderthedifferent

pillars (functions) ofthe GlobalFP&ATeamto help performbetter

Performand ownday to day, monthly BAU activitiesand ad hocrequests

Performthe yearly Forecast and Planningactivities

Actualvs Plan

Role Relocation/ Target OperatingModelTracking

Synergy Tracking

Do a Deep diveanalysis of theP&L withdetailed commentary forvariousStakeholders

The Leadership team(GlobalFP&A)

Group Segment / Product Leadsand Group RegionalHeads

Group CFO

Group COO

Assist theseniors in preparingvariousreportsand dashboards(e.g: Reportsrelated to

Profitability,revenuegrowth,trend analyticsetc)

Help in new systemimplementation(Workday)

Work withintheteam to create a robust teamculturewithproperback up for processes,

SOP & documentation

Work towardsautomation(basisrequirement), systemtransformation,innovation

projects, enhancingtheprocesses for bettercontroland analytics

ForLeadership roles, the leads will need to drive, ownand work towardscreatinga

robust structurefunctionally and administratively

Skills Required:

Minimumof2-15 years FinancialPlanning& Analysis experience(Dependingonthe

position)

Proficiency in Microsoft package(Word/Excel/PowerPoint/PowerBI)

Knowledgeof Workday/AdaptivePlanning (Group Management Reportingsystem)

preferred

Project Management Skills,Self-starter,Ability to multitask, good teamplayer

Take accountability and end to end ownership of thetasksmanaged

Decisionmakingcapability and Attentionto detail

CustomerCentricity (StakeholderCentricity)

Good Communication& StakeholderManagement skills

StrongTime Management skill,ability to work underpressure

Demonstrableuseand management oflarge data sets

Dataanalyticsand visualisationskills

Knowledgeof Prophix (group management reportingsystem) and FinancialForcean

added advantage

What you will get in return:

A high level of visibility withina large organisation whichis onan upward trajectory

Be part of a dynamicand fast-paced teamthat makesa visiblecontributionto

Management decisionmakingand delivera tangible impact onthe business.

Exposureto all aspects of thebusiness,cross-jurisdictionand to workingwith a broad

range of internalstakeholders.

Opportunity to work withadiverse,agile and global finance and management teams.

Additional information:

We are an equal opportunityemployerand ensurethat no applicant is subject to less favourable

treatment on the grounds of gender, gender identity, marital status, race, colour, nationality,

ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or

mentaldisability.Any hiringdecisionaremadeonthebasisofskills, qualificationsand experience.

We measure our success as a business, not only by delivering great products and services and

continually increasing our assets under administration and market share, but also by how we

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