Financial Planning and Analysis Specialist

Job Purpose and Summary

Budgeting and Forecasting

• Support preparation of annual budgets and rolling forecasts.
• Consolidate departmental inputs, validate assumptions, and highlight variances.
• Ensure forecasts are timely, accurate, and aligned with corporate deadlines.
• Track performance against budget and update financial models as needed.

Financial Planning and Analysis

• Analyze revenue, costs, margins, and other key drivers of financial performance.
• Conduct variance, trend, and sensitivity analyses to support management decisions.
• Provide actionable insights for operational and strategic planning.

Management Reporting and Compliance

• Prepare accurate and timely management reports and dashboards for senior leadership.
• Ensure reports comply with IFRS, GAAP, and internal financial policies.
• Support audit queries by preparing reconciliations and supporting documents.

ERP and BI System Support

• Maintain accurate financial planning and reporting data in ERP and BI systems such as Oracle, SAP, Hyperion, and Power BI.
• Test and support implementation of system enhancements or automation initiatives.
• Identify and resolve system-related data inconsistencies.

Process Improvement and Controls

• Identify opportunities to improve forecasting, budgeting, and reporting processes.
• Support automation projects that improve efficiency and reduce manual workload.
• Document processes to strengthen consistency and audit readiness.

Qualifications and Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Professional certification such as CPA, ACCA, CFA, or CMA is preferred or may be in progress.
• Strong knowledge of financial planning and reporting standards, including IFRS.
• 5–7 years of experience in financial planning, forecasting, budgeting, or management reporting.
• Hands-on experience with ERP or BI systems and financial modeling.
• Proven track record in variance analysis and performance reporting.

Job-Specific Competencies

• Ability to build, interpret, and consolidate financial plans and forecasts aligned with organizational goals.
• Ability to evaluate financial data, identify trends, and deliver insights for strategic and operational decisions.
• Proficiency in ERP and BI platforms for planning, reporting, and data visualization.
• Critical thinking for assessing issues, resolving discrepancies, and recommending solutions.
• Ability to improve planning and reporting processes through efficiency, automation, and best practices.
• Ability to collaborate with Finance and business units to gather inputs and deliver financial insights.