Planning & Forecasting Lead (Canada)

About the role

Haleon Canada is looking for a Planning & Forecasting Lead to own its financial planning cycles end-to-end, covering Forecast, Plan and Update. The role requires advanced Excel and modelling expertise, proactive leadership and strong stakeholder engagement in a fast-paced, complex environment.

Key responsibilities

• Own the Annual Business Plan (ABP) and monthly forecast (CMF) cycles: assumptions gathering, consolidation, validation, leadership review and corporate submission.
• Define approach, timeline, governance, responsibilities and review milestones for each cycle, and keep Actuals, Forecast, ABP and quarter-close commitments aligned.
• Run monthly CMF and ABP, integrating volume, price, mix, Gross-to-Net, innovation, FX, inflation, productivity, headcount and OPEX, and prepare base, upside and downside scenarios with quantified impacts on Net Sales, Gross Profit, Operating Profit and Cash Flow.
• Design, build and maintain driver-based models for P&L, Price/Volume/Mix, Gross-to-Net, OPEX, Working Capital, Cash Flow and Risks & Opportunities, with validation checks, reconciliations and version control.
• Act as the primary P&F point of contact for the Canada Finance Director, providing proformas, CAGR analysis, scenario models, quarter-close commitments and investment evaluations, and supporting executive narratives and leadership discussions.
• Manage the corporate and internal finance calendars, schedule meetings, communicate deadlines and escalate risks proactively.
• Lead monthly analysis of Actuals versus ABP and Forecast, identify drivers of Net Sales, Gross Margin, OPEX, Operating Profit, Working Capital and Cash Flow, and present P&L, Price/Volume and Cash Flow outlooks.
• Track Risks & Opportunities, ensure governance and avoid double-counting, and document manual adjustments.
• Build trusted relationships with the Finance Director, Finance team and regional stakeholders, and document P&F processes, model logic and control points.

Required profile

• Bachelor's degree in Finance, Accounting, Economics, Business Administration or a related discipline.
• 5-8 years of progressive experience in FP&A, planning and forecasting, finance business partnering, commercial finance, financial controlling or similar, in a multinational FMCG or pharmaceutical environment.
• Strong analytical skills and deep knowledge of corporate financial management (P&L, Balance Sheet, Cash Flow, Working Capital).
• Ability to manage multiple priorities under pressure and tight deadlines, and proven experience engaging senior stakeholders and influencing decisions.
• Professional proficiency in English with excellent written and verbal communication.

Required skills

• Advanced Excel: XLOOKUP, INDEX/MATCH, SUMIFS, dynamic arrays, PivotTables, structured references, Power Query, Power Pivot.
• Driver-based modelling, scenario analysis and forecasting tools.
• Knowledge of SAP.
• Preferred: Power BI, BISON or comparable financial reporting platforms, and knowledge of AI solutions for Finance.