Strategy and Planning Lead

Strategy and Planning Lead

This role has been designed as ‘’Onsite’ with an expectation that you will primarily work from an HPE office.

Job Description:

In the Finance and Corporate Strategy team we ensure that the business’s capital strategies are operationally supported and strategically focused. This is how we work to secure the greatest return on investment for the global company. By gathering and analysing financial data we can influence decisions within the business, drive initiatives, and help ensure alignment with our wider objectives. Join us redefine what’s next for you.

Job Family Definition:

Defines high-impact, long-term (i.e., 2-5+ year horizon) business strategies at the corporate, business, and/or regional level. Partners with senior management to identify existing operational and new business opportunities, including market development, investment prioritization, and Mergers & Acquisitions and other growth strategies. Monitors external factors during strategic development, including market forces, macro/microeconomic factors, and competitive implications. Works with and manages cross-functional project teams. Conducts rigorous, data-driven analyses to diagnose the current state and model future outcomes for business performance. Develops recommendations for senior management based on competitive market, financial, statistical, and economic trend data. Manages corporate strategy initiatives and participates in communicating the strategy to the client organization.

Management Level Definition:

Unique mastery and recognized authority on relevant subject matter knowledge including technologies, theories and techniques. Contributes to the development of innovative principles and ideas. Successfully operates in the most complex disciplines, in which the company must operate to be successful. Provides highly innovative solutions. Leads large, cross-division functional teams or projects that affect the organization's long-term goals and objectives. May participate in cross-division, multi-function teams. Routinely exercises independent judgment in developing methods, techniques and criteria for achieving objectives. Develops strategy and sets functional policy and direction. Acts as a functional manager within area of expertise but does not manage other employees as a primary job function.

What you'll do:

The Senior Financial Analyst – Finance Transformation will play a critical role in shaping and executing the company’s Finance Transformation agenda. This role partners with cross-functional leaders to evaluate and prioritize transformation initiatives, build robust business cases, and drive financial accountability through disciplined ROI and value capture analysis. The ideal candidate brings a strong foundation in financial modelling, strategic analysis, and program management — with a passion for enabling scalable, data-driven, and technology-enabled Finance operations.

Key Responsibilities:

1. Business Case Development and Financial Modelling

• Lead the development of financial business cases for transformation initiatives, including automation, systems modernization, process redesign, and digital capabilities.

• Build and maintain detailed financial models that assess investment requirements, projected benefits, ROI, NPV, and payback periods.

• Partner with project sponsors and PMO teams to validate assumptions, quantify value drivers, and ensure alignment with strategic objectives.

2. Investment Strategy and Governance

• Support the prioritization and sequencing of finance transformation initiatives through financial evaluation and scenario analysis.

• Provide insights on investment trade-offs, funding strategies, and portfolio optimization.

• Partner with senior finance leadership to present recommendations and support governance forums and investment reviews.

3. Value Capture and ROI Analysis

• Establish robust frameworks to measure and track value realization across transformation projects.

• Conduct post-implementation analyses to compare actual results to forecasted benefits, identifying improvement opportunities.

• Collaborate with functional leads to sustain value capture and embed a performance-driven culture within Finance.

4. Management Reporting and Insights

• Develop and maintain executive-level reporting on transformation progress, financial impacts, and ROI performance.

• Synthesize complex financial and operational data into concise, actionable insights for CFO and transformation steering committees.

• Support regular cadence reviews, highlighting key financial drivers, risks, and strategic implications.

5. Collaboration and Change Enablement

• Partner closely with Program Management, Technology, and Operations teams to ensure financial alignment and transparency across the transformation roadmap.

• Act as a finance business partner for automation, analytics, and process improvement initiatives.

• Contribute to building a future-ready Finance organization through insights, innovation, and data-driven decision support.

What you need to bring:

Qualifications & Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CMA, or CFA preferred).

• 8–10 years of progressive experience in Financial Planning & Analysis (FP&A), Strategic Finance, or Finance Transformation.

• Strong expertise in financial modelling, valuation, and investment analysis.

• Experience supporting transformation or large-scale change programs in a technology-driven environment.

• Advanced skills in Excel and financial systems (Anaplan, Hyperion, Adaptive) and familiarity with visualization tools (Power BI, Tableau).

• Excellent communication, stakeholder management, and executive presentation skills.

Success Profile:

• Strategic and analytical mindset with strong business partnership orientation.

• Skilled at translating financial data into actionable insights.

• Thrives in a dynamic, fast-paced, and tech-enabled environment.

• Passionate about driving change, improving processes, and enabling digital transformation within Finance.

Accountability, Accountability, Active Learning, Active Listening, Bias, Business Decisions, Business Development, Business Metrics, Business Performance, Business Strategies, Calendar Management, Coaching, Computer Literacy, Creativity, Critical Thinking, Cross-Functional Teamwork, Design Thinking, Empathy, Follow-Through, Growth Mindset, Intellectual Curiosity (Inactive), Leadership, Long Term Planning, Managing Ambiguity, Personal Initiative {+ 5 more}

Health & Wellbeing

We strive to provide our team members and their loved ones with a comprehensive suite of benefits that supports their physical, financial and emotional wellbeing.

Personal & Professional Development

We also invest in your career because the better you are, the better we all are. We have specific programs catered to helping you reach any career goals you have — whether you want to become a knowledge expert in your field or apply your skills to another division.

Unconditional Inclusion

We are unconditionally inclusive in the way we work and celebrate individual uniqueness. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good.

#india

#financial

Job:

Business Planning

Job Level:

Master

    

Hewlett Packard Enterprise is EEO Protected Veteran/ Individual with Disabilities.

HPE will comply with all applicable laws related to employer use of arrest and conviction records, including laws requiring employers to consider for employment qualified applicants with criminal histories.

   

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Please note that Hewlett Packard Enterprise (HPE), its direct and indirect subsidiaries and affiliated companies, and its authorized recruitment agencies/vendors will never charge any candidate a registration fee, hiring fee, or any other fee in connection with its recruitment and hiring process.  The credentials of any hiring agency that claims to be working with HPE for recruitment of talent should be verified by candidates and candidates shall be solely responsible to conduct such verification. Any candidate/individual who relies on the erroneous representations made by fraudulent employment agencies does so at their own risk, and HPE disclaims liability for any damages or claims that may result from any such communication.