FP&A Lead-50400340

Phoenix Financial is a leader in Israeli asset management, insurance, and financial services. Managing over $140 billion in assets, Phoenix continues to access Israel's vibrant and innovative economic activity by providing a robust portfolio of products and services for private and corporate clients. The company creates value for its clients and distribution partners through service excellence and constant innovation.

An exciting opportunity to join The Phoenix Group's Finance Department in a key role responsible for leading the company's budgeting, financial planning, and budget control processes across significant organizational budgets. The position involves driving cross-functional initiatives while ensuring compliance with regulatory, governance, and audit requirements.

What you’ll do?

• Lead the company's annual budgeting process from planning through execution.
• Manage and monitor budget performance on an ongoing basis, including variance analysis and providing actionable business insights.
• Develop and implement budgeting frameworks, methodologies, models, and supporting processes.
• Work extensively with SAP for budget monitoring, reporting, and financial analysis.
• Prepare management reports, executive presentations, and materials for senior leadership.
• Collaborate closely with multiple stakeholders across the organization, including business units, Finance, and Internal Audit.
• Drive continuous alignment of budgeting processes with audit, regulatory, and corporate governance requirements.

What are we looking for?

• At least 7 years of experience managing large-scale budgets within a large organization.
• Proven hands-on experience with SAP – mandatory.
• Experience establishing budgeting frameworks, methodologies, and financial planning processes.
• Strong understanding of financial control, reporting, audit, and compliance requirements.
• Excellent analytical skills with strong systems thinking.
• Demonstrated ability to work cross-functionally and lead organization-wide initiatives.
• Experience managing technology and payroll budgets – an advantage.
• Bachelor's degree in Economics or Accounting from a leading university.
• Certified Public Accountant (CPA) – an advantage.

Full-time, Sunday–Thursday, hybrid

Rishon LeZion, The 1000 complex, adjacent to Moshe Dayan Railway