Manager - Performance & Planning

Title                 Manager - Performance & Planning

Department      Performance & Planning / GPS CAO

Location          Gurgaon

Reports To       Associate Director - Performance & Planning

Level                Manager

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our [insert name of team/ business area] team and feel like you’re part of something bigger.

About your team

GPS Performance and Planning are responsible for overseeing all aspects of long-term and short-term capacity planning, as well as managing the Active Ops tool and service delivery. We collaborate closely with finance and HR to ensure effective headcount planning and are also responsible for establishing and upholding performance metrics across GPS. Our primary goal is to drive organisational efficiency and performance across GPS.

About your role
As part of the GPS Performance & Planning team, you will be responsible for owning and delivering the Workforce Optimisation capability set. This includes gathering requirements for creating and maintaining short term and long-term capacity planning, optimisation, performance analysis, and interactive data visualisations. We are looking for an individual with a strong passion for data who can use their exceptional consultative, interpersonal, and critical thinking skills to join our team. This position offers significant opportunities and directly contributes to providing insights to GPS leadership, enabling them to make data-driven decisions for both running and changing business initiatives.

About you

You are a dynamic individual with a passion for data and a strong character required to sustain the delivery and drive performance of the Active Ops tool across GPS. You will play a crucial role in driving organisational change and efficiency efforts to achieve targets set by the GPS SLT. You have proven project management experience, expertise in forecasting and data modelling, and a strong proficiency in SQL. Your ability to drive cultural change and identify efficiencies across business models will be essential in this role. You have a track record of delivering impactful change management initiatives and possess the required technical skills to deliver measurable and tangible change.

Key responsibilities

• Lead the development of the Active Ops (Workforce Optimisation) tool and act as a stakeholder for the workforce/capacity planning capability for GPS.
• Support the headcount and budget process while consistently seeking opportunities to make savings and drive for lower costs.
• Deliver, track, report, and embed the workforce optimisation tool rollout with a deliberate focus on change management principles, ensuring adoption and minimising resistance among our people.
• Grow and develop the capabilities set that the WFO tool delivers, which may include further business area rollouts, process improvement, and cross-functional operating model design, all highlighted through the tool’s capability set.
• Measure and track the benefits created by the implementation of the tool and its capabilities throughout its lifecycle through the Benefit Realisation BOA process.
• Support the organisation during operating model transformation/organisation design and drive the use of the team's capabilities.
• Drive organisational and cultural change through data leadership, coaching leaders, and maximising our team's potential.
• Utilise people data, analytics, and insights to enable and inform the organisation's transformation.
• Support the maintenance and execution of the Benefit Realisation Framework, ensuring that all change delivery teams utilise the WFO tool to complete their analysis and realisation efforts.
• Measure progress against capacity plans from improvement projects against the GPS capacity plan and forecast, working closely with the business unit managers to define impact analysis and forecasting.
• Deliver proactive and effective communication related to improvement initiatives.
• Build and maintain the team’s delivery roadmap to drive the planning and performance capability across GPS.

Required experience and qualifications

• Proven project management experience within multiple business units, with a focus on change management.
• Essential experience in long-term or short-term business planning.
• Required expertise in forecasting, data modelling and PMO experience.
• Experience in developing and managing large data models, working with Data Lake integration.
• Strong Proficiency in SQL.
• Experience in setting and measuring key performance indicators and driving results through them.
• Excellent organisation skills with the ability to manage time effectively.
• Ability to produce regular management information for a wide range of stakeholders.
• Ability to drive cultural change in resistant areas.
• Experience in creating and maintaining forecast models based on a range of commercial assumptions.
• Advanced knowledge of business software packages such as MS Office, Business Objects, MS Excel, MS Access, and MS Visio.
• High level of competence with analytics tools such as Power BI or Tableau.
• Experience in employing Lean Six Sigma tools and providing advice in the Measurement and Analysis of projects to ensure maximum benefit realisation and data capture.
• Proven ability to identify efficiencies across multiple business models.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.