The Financial Planning & Analysis serves as a strategic co-pilot to the leadership team. The primary purpose is to translate complex financial data into actionable business insights that drive profitability, efficiency, and long-term value creation. You will sit at the intersection of Finance and Operations, acting as a critical friend to department heads to ensure financial objectives are integrated into every commercial decision.
Key Responsibilities:
1. Commercial Advisory
- Strategic business partner to business units in evaluating pricing strategis, promotional programs, and commercial initiatives
- Conduct profitability and ROI analysis, including marketing spend, to ensure effective resource allocation and margin optimization
2. Performance Management
- Lead the monthly Business Review process, moving beyond reporting numbers to explaining the why behind variances and identifying corrective actions
- Ensure alignment between financial targets and operational execution through performance monitoring and cost control, while providing constructive challenge to budget owners
3. Advanced Forecasting & Modeling
- Lead budgeting and financial planning processes across short- and long-term horizons, including the development of dynamic rolling forecasts
- Develop financial models and scenario analyses (what-if analysis) to support strategic decision-making and business growth projections
- Integrate operational changes into financial outlooks and provide forward-looking insights based on financial trends and data
4. Operational Efficiency
- Identify cost-saving opportunities and process improvements within the business units to optimize the bottom line without sacrificing growth
5. Decision Support
- Build and evaluate business cases for CAPEX and strategic projects, including feasibility and financial impact analysis, providing objective financial challenge to assumptions
6. Data Storytelling & Business Intelligence
- Translate complex financial data and concepts into clear and actionable insights for non-finance stakeholders, and communicate them effectively to drive informed decision-making and ensure alignment with strategic objectives
- Develop and manage interactive dashboards using BI tools (Google Looker, Tableau, Power BI), transform data into visual insights for decision-making, and ensure data accuracy and automated reporting
Qualifications & Requirements:
- Bachelor's degree in Accounting, Finance or Business Management. Master Degree or Professional Certification (CA, CPA, CFA) is highly preferred
- Minimum 7 years in Finance with at least 4-5 years as FP&A or FBP role (Ideally in fast-paced industry like technology, retail or FMCG)
- Mastery of spreadsheet google sheet excel for data compilation, analysis and complex financial modelling (building from scratch not just updating)
- Proficiency in using ERP (Oracle, NetSuit, Odoo, ERPNext) and data visualization (Looker, Tableau or PowerBI)
- A deep understanding of business drivers—you should be able to explain how a 1% change in price affects the total EBITDA
- Ability to challenge C-suite executives and department heads constructively
- Comfortable with ambiguity and able to pivot strategies in a rapidly changing environment
- Exceptional translation skills, the ability to explain the Income Statement to Non-Finance stakeholders
