Financial Planning Analyst

Overview

The Financial Planning & Analysis (FP&A) Lead Specialist plays a crucial role in supporting financial planning, performance monitoring, management reporting, and business analytics. This position involves creating insightful financial analyses, executive-level reports, and analytical dashboards to underpin strategic decision-making within the organization.

Key Responsibilities

• Participate in periodic forecasting and aid in formulating long-term financial plans and business cases.
• Deliver recommendations aimed at enhancing profitability, operational efficiency, and cash flow generation.
• Support corporate strategic initiatives through financial data analysis and scenario planning.
• Conduct monthly, quarterly, and annual reviews of financial results including revenue, costs, profitability, and operational KPIs.
• Perform variance analysis against budget, forecasts, and previous periods.
• Assess capital expenditure needs and associated funding requirements.
• Monitor liquidity and working capital effectiveness.
• Highlight financial risks and opportunities, proposing improvement actions where necessary.
• Prepare detailed management commentaries interpreting business performance.
• Develop and deliver monthly management, Board, and executive-level reports and dashboards.
• Create financial presentations tailored for senior management and key stakeholders.
• Ensure the accuracy and punctuality of reporting on key financial and operational metrics.
• Design, develop, and maintain financial and operational dashboards using Power BI or similar tools, including automation of reporting and enhanced data visualization.
• Integrate both operational and financial data streams to generate actionable insights.
• Analyze metrics pertinent to port, terminal, logistics, shipping, maritime services, contract logistics, warehousing, and overall supply chain performance.
• Conduct profitability and cost assessments per customer, trade lane, terminal, or service offering.
• Collaborate with commercial and operational teams to provide data-driven insights supporting business decisions.

Qualifications

• Graduate or postgraduate degree in Commerce, Accounting, Finance, Investment, Taxation, or Risk Management.
• Professional certifications such as CA, CFA, CRM, or MBA in Finance from accredited institutions.
• Membership in recognized professional bodies related to accounting, investment, risk, portfolio management, or taxation.
• Minimum of 5 years experience in FP&A roles, ideally in the logistics or supply chain sector.

Required Skills and Competencies

• Expertise in advanced Excel for financial analysis.
• Proficiency with Power BI or equivalent business intelligence/dashboarding software.
• Experience with ERP systems (SAP, Oracle, Microsoft Dynamics, or other similar platforms).
• Strong analytical skills and ability to visualize data effectively.
• Good knowledge of financial statements and cash flow mechanisms.
• Background in ports and logistics operations is advantageous.
• Strong business partnering and stakeholder engagement capabilities.
• Excellent communication and presentation skills.
• Keen attention to detail and maintaining accuracy under pressure.
• Ability to meet stringent deadlines efficiently.