Financial Planning and Analysis Specialist

Overview

The Financial Planning and Analysis Specialist plays a vital role in strengthening the organization's financial health by managing budgeting, forecasting, and analytic reporting processes. This position supports strategic and operational decision-making through accurate financial insights while ensuring adherence to reporting standards and internal guidelines.

Key Duties

• Assist in the development of annual budgets and rolling forecasts, aggregating departmental inputs, verifying assumptions, and identifying deviations.
• Guarantee that forecasting outputs meet deadlines with high accuracy and corporate alignment.
• Oversee budget performance monitoring and update relevant financial models accordingly.
• Examine financial drivers such as revenues, costs, and profit margins to provide meaningful analyses.
• Prepare variance, trend, and sensitivity analyses to aid leadership in decision-making.
• Generate timely and accurate management reports and dashboards compliant with IFRS, GAAP, and company policies.
• Respond to audit requests by producing reconciliations and supporting documentation.
• Maintain and enhance financial data accuracy within ERP and BI platforms like Oracle, SAP, Hyperion, and Power BI.
• Contribute to system tests, enhancements, and automation efforts to improve data reliability and reporting efficiency.
• Identify and implement opportunities for refining budgeting and reporting processes, including supporting automation projects.
• Document procedures carefully to ensure consistency and audit readiness.

Qualifications and Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• Preference given to candidates with professional certifications such as CPA, ACCA, CFA, or CMA, either earned or in progress.
• Deep understanding of financial standards and reporting frameworks including IFRS.
• 5 to 7 years of demonstrated expertise in financial planning, forecasting, budgeting, and management reporting.
• Proficient practical knowledge of ERP and BI tools alongside financial modeling experience.
• Proven experience conducting variance analyses and performance reporting.

Core Competencies

• Expertise in constructing and interpreting comprehensive budgets and forecasts aligned with business objectives.
• Strong skills in financial data evaluation and delivering actionable insights to influence strategic plans.
• Commitment to compliance in financial reporting aligned with international standards.
• Proficiency in ERP and BI systems for data visualization, planning, and reporting such as Oracle, SAP, Hyperion, and Power BI.
• Excellent critical thinking for troubleshooting issues, resolving discrepancies, and proposing solutions.
• Continuous process improvement mindset focused on efficiency gains and automation.
• Ability to work collaboratively across finance and other departments to consolidate inputs and communicate financial intelligence.