Welcome to Haleon. We’re a purpose-driven, world-class consumer company putting everyday health in the hands of millions. In just three years since our launch, we’ve grown, evolved and are now entering an exciting new chapter – one filled with bold ambitions and enormous opportunity.
Our trusted portfolio of brands – including Sensodyne®, Panadol®, Advil®, Voltaren®, Theraflu®, Otrivin®, and Centrum® – lead in resilient and growing categories. What sets us apart is our unique blend of deep human understanding and trusted science.
Now it’s time to fully realise the full potential of our business and our people. We do this through our Win as One strategy. It puts our purpose – to deliver better everyday health with humanity – at the heart of everything we do. It unites us, inspires us, and challenges us to be better every day, driven by our agile, performance-focused culture.
Role Purpose
The Planning & Forecasting Lead will own Haleon Canada’s financial planning cycles end‑to‑end, ensuring accuracy, timeliness, and strategic insight across Forecast, Plan, and Update exercises. This role demands advanced Excel and modelling expertise, proactive leadership, and strong stakeholder engagement in a fast‑paced, complex environment.
Key Responsibilities
End‑to‑End Planning & Forecasting
- Own the complete Annual Business Plan (ABP) and Forecast cycles (CMF): assumptions gathering, consolidation, validation, leadership review, and corporate submission.
- Define approach, timeline, governance, responsibilities, and review milestones for each cycle.
- Maintain alignment between Actuals, Forecast, ABP, quarter‑close commitments, and latest outlook.
- Initiate and drive activities proactively, resolving issues before they affect quality or delivery.
Monthly Forecast (CMF) & Annual Business Plan (ABP)
- Lead monthly CMF exercises and the ABP process for Canada.
- Integrate assumptions across volume, price, mix, Gross‑to‑Net, innovation, FX, inflation, productivity, headcount, and OPEX.
- Prepare base, upside, and downside scenarios with quantified impacts on Net Sales, Gross Profit, Operating Profit, and Cash Flow.
- Ensure traceability between source assumptions, detailed models, and final outputs.
Financial Modelling
- Design, build, and maintain driver‑based models for P&L, Price/Volume/Mix, Gross‑to‑Net, OPEX, Working Capital, Cash Flow, and Risks & Opportunities.
- Use advanced Excel tools: XLOOKUP, INDEX/MATCH, SUMIFS, dynamic arrays, PivotTables, structured references, Power Query, Power Pivot.
- Develop scalable, transparent, auditable models with clear input, calculation, and control sections.
- Implement validation checks, reconciliations, and version control to protect integrity.
Finance Director Partnership & Decision Support
- Act as the primary P&F point of contact and thought partner for the Canada Finance Director.
- Anticipate modelling needs and provide proformas, CAGR analysis, scenario models, quarter‑close commitments, and investment evaluations.
- Deliver objective challenge and recommendations on growth, profitability, investment, Working Capital, and Cash Flow trade‑offs.
- Prepare executive narratives and support analysis for leadership discussions.
Calendar & Stakeholder Coordination
- Own corporate deliverables calendar and parallel internal Canada Finance calendar.
- Work backwards from submission dates to protect sufficient time for input collection, modelling, challenge, and review.
- Schedule and lead meetings with Canada Finance.
- Communicate deadlines, dependencies, and responsibilities clearly; escalate risks proactively.
Performance Management & Executive Communication
- Lead monthly analysis of Actuals vs ABP, Forecast, prior year, and quarter‑close commitments.
- Identify drivers behind Net Sales, Gross Margin, OPEX, Operating Profit, Working Capital, and Cash Flow movements.
- Prepare bridges, dashboards, and executive commentary with action‑oriented recommendations.
- Lead presentations covering P&L, Price/Volume, and Cash Flow outlook.
Risks, Opportunities & Controls
- Identify, quantify, and track Risks & Opportunities, ensuring governance and avoiding double‑counting.
- Maintain strong version control and governance over assumptions, models, and submission files.
- Ensure manual adjustments are documented, supported, and traceable.
Stakeholder Engagement & Continuous Improvement
- Build trusted relationships with Canada Finance Director, Finance team, and regional stakeholders.
- Engage beyond transactional calls, using regular touchpoints to understand priorities and obtain feedback.
- Document P&F processes, deliverables, model logic, and control points.
- Identify opportunities to standardize, simplify, and automate recurring activities.
Basic Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related discipline.
- Minimum 5–8 years of progressive experience in Financial Planning & Analysis, Planning & Forecasting, Finance Business Partnering, Commercial Finance, Financial Controlling, or similar roles within a multinational FMCG or Pharmaceutical environment.
- Advanced Excel and financial modelling expertise, including driver‑based models, scenario analysis, forecasting tools, and executive reporting. Proficiency with XLOOKUP, INDEX/MATCH, SUMIFS, dynamic arrays, PivotTables, structured references, Power Query, Power Pivot.
- Strong analytical skills with ability to translate complex financial data into actionable business insights.
- Deep understanding of corporate financial management, with concentration in P&L, Balance Sheet, Cash Flow, and Working Capital.
- Demonstrated ability to manage multiple priorities under pressure and tight deadlines.
- Proven experience engaging with senior stakeholders, influencing decision‑making, and building trusted relationships across functions.
- Knowledge of SAP.
- Professional proficiency in English with excellent communication skills (written and verbal).
Preferred Requirements
- Power BI, BISON, or comparable financial reporting platforms.
- Knowledge and experience with AI solutions for Finance
Job Posting End Date
2026-10-30
Equal Opportunities
Haleon are committed to mobilising our purpose in a way that represents the diverse consumers and communities who rely on our brands every day. It guides us in creating an inclusive culture, where different backgrounds and views are valued and respected – all in support of understanding and best serving the needs of our consumers and unleashing the full potential of our people. It’s important to us that Haleon is a place where all our employees feel they truly belong.
During the application process, we may ask you to share some personal information, which is entirely voluntary. This information ensures we meet certain regulatory and reporting obligations and supports the development, refinement, and execution of our inclusion and belonging programmes that are open to all Haleon employees.
The personal information you provide will be kept confidential, used only for legitimate business purposes, and will never be used in making any employment decisions, including hiring decisions.
Adjustment or Accommodations Request
If you require a reasonable adjustment or accommodation or other assistance to apply for a job at Haleon at any stage of the application process, please let your recruiter know by providing them with a description of specific adjustments you are requesting. We’ll provide all reasonable adjustments to support you throughout the recruitment process and treat all information you provide us in confidence.
Note to candidates
The Haleon recruitment team will contact you using a Haleon email account (@haleon.com). If you are not sure whether the email you received is from Haleon, please get in touch.
