Finance Team Leader, Reporting and Data Management – Role Overview
Lead the accurate and timely delivery of management reporting, data management, reconciliations, reporting controls and audit-support schedules for the North America business. Act as the functional lead for coordinating reporting workloads, reviewing output quality, guiding colleagues, monitoring delivery and escalating risks or issues. Retain oversight of budgeting, forecasting and variance analysis where these activities support reliable reporting and informed decision-making.
Key Responsibilities
Planning, Forecasting & Variance Analysis
Coordinate inputs to the annual budget and periodic forecast processes, maintaining robust planning models and clear supporting documentation
Review forecast updates and variance analysis against budget, prior forecast and actual performance for completeness, accuracy and consistency
Maintain financial models used for scenario analysis and ensure planning assumptions are traceable and aligned with reporting outputs
Management Reporting & Delivery
Coordinate and deliver monthly management reporting across revenue, costs, EBITDA and cash, ensuring outputs are complete, accurate and issued to agreed deadlines
Review reporting packs, variance commentary and supporting analysis for quality, consistency and clarity before circulation
Analyse performance against budget and forecast, identify key drivers, trends, risks and opportunities, and provide evidence-based commentary
Monitor the reporting timetable, dependencies and outstanding inputs, escalating delivery risks and control issues promptly
Functional Team Leadership
Act as the functional lead for the reporting and data-management workload, allocating activities and coordinating priorities across contributors without formal line-management responsibility
Provide day-to-day guidance on reporting requirements, methods, controls and standards, and support resolution of complex data or reporting queries
Review work for accuracy and completeness, monitor progress against deadlines, and escalate capacity, quality or delivery concerns to the appropriate manager
Work with operational, commercial, Financial Control and other finance stakeholders to obtain inputs, resolve issues and provide controlled analysis for decision-making
Data Integrity, Reconciliations & Reporting Controls
Ensure consistency between source systems, planning outputs, management reports and actuals in collaboration with Financial Control
Oversee and review reconciliations across systems and datasets, investigate variances, and ensure reconciling items are resolved or clearly documented
Maintain data quality, lineage and integrity across reporting processes, with appropriate checks and evidence of review
Operate and monitor key reporting controls, document exceptions and remediation actions, and escalate material issues promptly
Process Improvement
Identify and implement opportunities to improve reporting efficiency, accuracy, control and automation
Develop and maintain standardised reporting, reconciliation and planning templates with clear ownership and review requirements
Document reporting processes and controls, supporting consistent execution, knowledge transfer and continuous improvement
Audit Support & Documentation
Coordinate timely responses to internal and external audit requests relating to management reporting, data, reconciliations and controls
Prepare, review and maintain audit-support schedules, reconciliations and evidence, ensuring information is complete, traceable and appropriately approved
Track open audit queries and agreed follow-up actions, liaising with relevant control owners and escalating delays or issues where required
Maintain organised supporting documentation and retention records for key reporting outputs and controls
Key Outputs (Exec-ready)
Accurate, timely monthly management reporting packs with reviewed variance commentary
Controlled budget and forecast submissions aligned to…