Financial Planning Analyst
Summary
A Financial Planning Analyst prepares budgets, forecasts, and financial reports, analyzes business performance, and partners with teams to drive strategic decisions in a multinational manufacturing environment.
Financial Planning Analyst
Position Summary:
The Financial Planning Analyst supports the Controller in delivering high-quality financial planning, analysis, and business performance reporting. This role partners closely with finance and
business stakeholders to provide timely financial insights, drive forecasting accuracy, support
strategic decision-making and ensure strong financial governance.
Key Responsibilities
Financial Planning & Forecasting
• Support the preparation of annual budgets, quarterly forecasts, and financial plans.
• Consolidate financial inputs from various business units and validate assumptions.
Financial Analysis & Reporting
• Produce monthly financial reports, dashboards, and performance analyses.
• Analyze revenue, gross margin, operating expenses, and profitability.
• Investigate financial variances against budget, forecast, and prior periods, providing meaningful
commentary and recommendations.
• Develop ad hoc financial analyses to support business initiatives and management requests.
Business Partnering
• Support the Business Controller in providing financial guidance to sales, operations, supply chain,
and project management teams.
• Assist business stakeholders in understanding financial performance and key value drivers.
Performance Management
• Track key performance indicators (KPIs) and identify trends, risks, and opportunities.
• Support initiatives aimed at improving profitability, cost efficiency, and operational performance.
• Monitor business performance against strategic objectives and highlight areas requiring management attention.
Financial Governance & Compliance
• Ensure financial reporting complies with policies, accounting standards, and internal controls.
• Support month-end and year-end closing activities from a financial planning perspective.
• Assist with internal and external audit requirements where applicable.
• Maintain the integrity and accuracy of financial data.
Process Improvement
• Identify opportunities to streamline financial reporting and planning processes.
• Support implementation of finance transformation initiatives and system enhancements.
Qualifications
• Bachelor's Degree in Finance, Accounting, Economics, or a related discipline.
• Professional accounting qualification (CPA, ACCA, CIMA, or equivalent) is an advantage.
• 3–5 years of experience in financial planning and analysis, commercial finance, or business controlling, preferably within a multinational manufacturing or industrial environment.
• Experience with SAP ERP and financial planning/reporting tools is preferred.
• Advanced proficiency in Microsoft Excel.
Knowledge & Skills
• Strong analytical skills.
• Excellent understanding of budgeting, forecasting, and financial reporting processes.
• Ability to interpret financial information and communicate insights effectively to non-finance stakeholders.
• Strong attention to detail with a high level of accuracy.
• Excellent communication.
• Ability to manage multiple priorities and meet tight deadlines.
• Strong problem-solving and critical thinking abilities.
• Collaborative team player with the ability to work across functions and cultures.
Key Competencies
• Financial Analysis
• Planning & Organizing
• Continuous Improvement
• Stakeholder Management
• Integrity & Compliance
• Collaboration
• Results Orientation