Financial Planning & Reporting Specialist

Job Objective

To support the organization’s financial planning and reporting functions by delivering accurate budgeting, forecasting, and management reporting. The role aims to enhance financial visibility, improve decision-making, and ensure timely and high-quality reporting to management and executive stakeholders.

Key Responsibilities

• Support the preparation, consolidation, and analysis of the annual budget, forecasts, and long-term financial plans.
• Lead and support budgeting and forecasting cycles, ensuring alignment with business objectives and timelines.
• Prepare and deliver management reporting packages for Executive Committee (ExCom), including:
• Profit & Loss (P&L)
• Balance Sheet
• Key financial metrics such as Revenue, Gross Margin, EBITDA, OPEX, and CAPEX
• Develop and maintain Power BI dashboards and financial models to monitor KPIs, budgets, and actual performance.
• Perform detailed variance analysis on revenue, costs, and margins, providing actionable insights and explanations to management.
• Assist in month-end and quarter-end closing activities, ensuring timely and accurate reporting.
• Support the automation and enhancement of financial reporting processes, improving efficiency and data accuracy.
• Collaborate with cross-functional teams (Sales, Marketing, Operations, HR) to gather financial and operational data.
• Participate in the development of business cases, cost analysis, and investment evaluations.
• Ensure compliance with internal controls, financial policies, and governance standards.

Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, or a related field.
• Minimum 4 years of experience in FP&A, financial planning, or reporting.
• Strong expertise in Power BI and advanced Excel.
• Solid understanding of financial statements and reporting frameworks.

Key Skills & Competencies

• Strong analytical and financial modeling skills.
• Excellent communication and presentation skills.
• High attention to detail and accuracy.
• Ability to work under pressure and meet tight deadlines.
• Strong stakeholder management and collaboration skills.