Financial Planning Analyst

About the Role

As a Financial Planning Analyst, you are responsible to support key financial planning, budgeting, and forecasting activities across the organization. This role plays a critical part in providing data-driven insights to senior management and enabling well-informed business decisions. The ideal candidate has strong financial modeling skills, business acumen, and experience working with cross-functional teams in a fast-paced environment.

Responsibilities:

• Lead or assist in the preparation of annual budgets, quarterly forecasts, and long-range financial plans in collaboration with business units.
• Develop financial models to evaluate business performance, scenario planning, investment opportunities, and cost optimization initiatives.
• Prepare and present monthly/quarterly management reports, variance analysis (vs. budget, forecast, prior year), and key financial KPIs.
• Act as a finance partner to functional teams (e.g., Sales, Marketing, Operations), supporting strategic and operational decision-making.
• Analyze revenue trends, cost drivers, margin fluctuations, and operational efficiency to identify risks and opportunities.
• Provide financial insights and materials for board meetings, investor updates, and executive presentations.
• Support FP&A process enhancements, system implementations (e.g., Power BI, Tableau, Anaplan, Adaptive Insights), and automation initiatives.

Requirements:

• Bachelor's degree in Finance, Accounting, or a related field.
• 1-2 years of relevant experience in FP&A, corporate finance, or strategic finance roles, preferably in retail or F&B sector.
• Strong command of Excel and financial modeling; experience with ERP systems (e.g., SAP, Oracle, NetSuite) and planning tools is a plus.
• Ability to analyze complex data sets, synthesize findings, and communicate effectively to stakeholders.
• Strong business acumen and understanding of financial and operational metrics.
• Exceptional attention to detail, organizational skills, and a proactive mindset.

About Kawan Lama Group

Established in 1955, Kawan Lama Group is a multi-sector group of companies who are constantly innovating for improving the quality of lives. Manages 28 brand portfolios operating in six different sectors: Commercial & Industrial, Consumer Retail, Food & Beverages, Property & Hospitality, Manufacturing & Engineering, and Commercial Technology. Aiming to be more than family business - but beyond that, we are business for families, we carry the mission to bring values for betterment of lives through business development and continuous growth.