New Product Financial Planning, Budgeting & Forecasting

• Support the annual budget, rolling forecast, and long-range plan for the New Products portfolio. Report and explain changes versus prior forecast and budget.
• Partner with functional stakeholders to convert approved business cases into phased budgets, and forecast updates as initiatives progress or assumptions change.
• Proactively identify emerging risks and opportunities, and quantify their financial implications.
• Help ensure ERP and EPM planning systems (e.g., JD Edwards, Hyperion, Hubble) are properly configured to capture, track, and report New Products financial data accurately.

Performance Management & Analysis

• Support the development and maintenance of a consistent new product performance framework linking approved business cases to actual financial outcomes.
• Develop and maintain a financial scorecard / KPI dashboard tracking actual performance against the original business case, budgets, and forecasts.
• Partner with Accounting & Controllership to review actuals once delivered, and perform variance analysis between actuals, forecast, budget, and approved business cases.
• Support post-launch and post-investment look-back reviews to assess performance against commitments, identify lessons learned, and use findings to improve the accuracy and discipline of future business cases and investment decisions.

Business Partnership & Support

• Serve as a key FP&A partner to the New Products organization, providing financial insight and analysis to support product strategy, roadmap, and new product investment decisions.
• Build strong partnerships with functional stakeholders, and support engagement with senior leadership as needed.
• Participate in leadership reviews, and help prepare financial models, performance summaries, and narrative for senior leadership. Support the preparation of financial materials for executive and Board-level reviews.
• Partner closely with the broader FP&A team and Accounting & Controllership to keep New Products reporting consistent with enterprise financial processes.

Key Experience Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or related discipline. Master’s degree, MBA, or professional finance qualification is advantageous.
• Typically 3-5 years of progressive experience in FP&A, strategic finance, corporate finance, commercial finance, or investment analysis, ideally including exposure to new product introductions, innovation, or growth initiatives.
• Advanced Excel financial modelling, scenario analysis, forecasting, and analytical problem-solving capabilities. Demonstrated experience building business cases, financial models, and investment evaluations (NPV, IRR, payback, sensitivity analysis) for new initiatives under conditions of limited historical data and high uncertainty.
• Strong understanding of product and commercial economics, including pricing, volume ramp, margin, investment phasing, working capital, and cash flow implications.
• Experience partnering with cross-functional teams and senior stakeholders.
• Experience with ERP and EPM planning systems (e.g., JD Edwards, Hyperion, Hubble, or similar platforms) and reporting tools.
• Strong communication and presentation skills, with the ability to engage effectively with senior stakeholders and constructively challenge assumptions.
• Comfortable operating independently in a newly established function, transformation environment, and situations characterized by ambiguity, change, and competing priorities.
• Willingness to work in a fast-paced environment with shifting priorities, and to support occasional off-hours requirements when business needs demand.