FP&A Team Lead

About Us

WTW is a leading advisory, broking, and solutions company with a storied history dating back to 1828. From the Titanic in 1912 to supporting the Moon Buggy in 1971, we have a legacy of turning risk into growth opportunities. 

Our Lisbon Regional Delivery Hub is at the heart of this innovation, with a vibrant team of over 300 professionals dedicated to excellence every day.

The Opportunity

Are you ready to lead a dynamic team and make a significant impact? WTW’s Finance function is looking for a talented FP&A Team Lead to join our Global Finance Analytics Centre of Expertise (GFA CoE) team. In this critical role, you'll help manage WTW’s GFA CoE’s success, leading a team of GFA colleagues and partnering closely with Business Finance teams and our global GFA CoE team to deliver outstanding business outcomes.

What You’ll Do

As a Team Lead in the GFA CoE, you will be instrumental in driving financial planning and analysis while leading and developing a high-performing team:

• Team Leadership: Provide direction and guidance to the team on a day-to-day basis, setting objectives and conducting regular goal-setting sessions.
• Communication: Engage frequently with team members through one-on-one and team meetings, fostering a collaborative environment.
• Leadership Development: Identify and nurture leadership qualities in individuals, preparing them for the next level.
• Work Management: Delegate and manage work fairly and effectively within the team, ensuring individuals reach their full potential.
• Performance Management: Manage attrition and absenteeism, ensuring team stability and productivity.

Primary responsibilities include:

• Review and Deliver: Oversee and ensure the quality of team outputs.
• Financial Planning: Drive the financial planning process within your assigned segment, business unit, region, or function.
• Insightful Analysis: Provide financial analysis and key performance insights to support business results.
• Performance Tracking: Analyze monthly financial performance against budget and forecast, highlighting risks and opportunities.
• Growth Support: Conduct client profitability, new business, and revenue analysis to support business growth.
• Cost Reporting: Deliver salary, benefits, and other cost reporting and analysis.
• Cash Flow Analysis: Provide working capital and cash flow analysis to explain Free Cash Flow drivers.
• Issue Resolution: Resolve team and stakeholder queries with good judgment and a deep understanding of WTW processes.
• Comprehensive Understanding: Master financial statements, including P&L, Balance Sheet, and Cash Flow.
• Investment Tracking: Maintain and report on investment, cost, and transformation tracking.
• Process Optimization: Continuously optimize processes within the guidelines of the global GFA CoE model.
• Stakeholder Collaboration: Lead interactions with global and local stakeholders to collaborate on specific deliverables.
• Standardization: Assess processes for improvement, create process mapping, and lead the team in maintaining standard operating procedures documentation.
• Smooth Transitions: Ensure smooth transitions of processes and tasks between teams by proactively addressing requirements and providing solutions.
• Global Standards: Meet global service standards and adhere to internal procedures for consistent service delivery.
• Performance Reviews: Set goals and objectives for team members and conduct performance reviews.
• Ad-Hoc Support: Provide ad-hoc and project support as needed.

What You’ll Bring

Your leadership and financial expertise will drive our team’s success:

• Experience: Previous relevant FP&A experience (ideally 8-10 years) in a large company or public accounting setting.
• Education: Bachelor’s degree in Finance, Accounting, Business Management, or another quantitative field. A Master’s degree is a plus.
• Managerial Experience: Previous managerial experience, leading and developing other team members.
• Certifications: Professional accounting certifications are desired.
• Technical Skills: Proficiency in Microsoft Office suite and experience with FP&A and Business Intelligence applications (Hyperion Planning / ePBCs, Anaplan, PowerBI, Tableau, Alteryx).
• Languages: Written and oral communication skills in English and at least one additional European language (e.g., Spanish, Italian, German, French).
• Detail-Oriented: Strong attention to detail and a data-driven, analytical approach.
• Team Player: Ability to work independently and as part of a global team.

Why WTW?

At WTW, we offer more than just a job—we offer a career. Here’s what you can expect:

• Work-Life Balance: Enjoy flexible working hours and hybrid working options to suit your lifestyle.
• Competitive Compensation: Benefit from an attractive, performance-related remuneration system.
• Global Exposure: Join an international consultancy with the security of a global corporation and renowned clients.
• Career Development: Experience a steep learning curve and ample opportunities for individual career growth through on-the-job learning and specialist training.
• Collaborative Culture: Work in a collegial, appreciative, and dynamic environment where decisions are made together.
• Impactful Work: Quickly take on responsibility and make an impact with direct customer contact.
• Community and Celebration: Participate in corporate events and celebrate our successes together.

Join Us!

Be part of a team that values innovation, excellence, and collaboration. At WTW, your career is more than just a job—it’s a journey. Apply now and turn your potential into success with WTW!

Willis Towers Watson is an equal opportunity employer.