Business Objective of the Role
To lead the Financial Planning & Analysis function by providing accurate financial planning, forecasting, budgeting, reporting, and business insights that support management in making informed strategic and operational decisions.
The Finance Lead – FP&A will partner closely with business stakeholders to monitor financial performance, identify risks and opportunities, improve financial visibility, and support the company in achieving its financial and business objectives.
Key Responsibilities
Financial Planning & Forecasting
- Lead the annual budgeting and financial planning process across the business.
- Prepare monthly, quarterly, and annual financial forecasts.
- Analyze actual performance versus budget, forecast, and prior periods.
- Identify financial risks, opportunities, and key performance drivers.
- Develop financial models to support business planning and strategic initiatives.
- Continuously improve forecasting accuracy and financial planning processes.
Management Reporting & Analysis
- Prepare and present monthly management reports and financial performance dashboards.
- Provide clear analysis of revenue, costs, profitability, cash flow, and key financial KPIs.
- Translate financial data into actionable business insights and recommendations.
- Investigate significant variances and provide explanations and corrective action recommendations.
- Develop ad-hoc financial analyses to support management decision-making.
Business Partnering
- Act as a finance business partner to department heads and business leaders.
- Work closely with Commercial, Operations, Marketing, Product, and other functions to understand business performance and financial impact.
- Support stakeholders in developing and monitoring their budgets.
- Challenge assumptions and spending decisions when required.
- Communicate complex financial information in a clear and business-friendly manner.
Financial Modeling & Decision Support
- Build and maintain financial models for business cases, new initiatives, investments, and strategic decisions.
- Conduct scenario analysis and sensitivity analysis.
- Evaluate the financial impact of proposed projects and business initiatives.
- Support management with profitability and cost optimization analysis.
Process Improvement & Data Analytics
- Improve FP&A processes, reporting accuracy, and financial visibility.
- Automate recurring reports and financial analysis where possible.
- Leverage Excel and BI tools to develop efficient financial dashboards.
- Ensure data consistency and accuracy across financial reports and analysis.
- Identify opportunities to improve financial controls and reporting processes.
Team & Stakeholder Management
- Lead and coordinate FP&A activities and priorities.
- Support and mentor junior finance team members.
- Ensure timely delivery of financial reports and planning activities.
- Build strong relationships with internal stakeholders and senior management.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- Professional finance/accounting certification is a plus.
- 4–5 years of relevant experience in FP&A, Financial Analysis, Management Reporting, or Corporate Finance.
- Experience in budgeting, forecasting, financial modeling, and variance analysis.
- Experience working with cross-functional stakeholders.
- Previous experience in a lead, senior analyst, or supervisory capacity is preferred.
- Experience in a fast-paced or technology-driven business environment is a plus.
- Advanced Excel & Financial Modeling
- Budgeting & Forecasting
- Financial Analysis & Reporting
- Power BI & Data Visualization
- Leadership & Team Management
- Communication & Stakeholder Management
- Problem Solving & Analytical Thinking
- Strategic Thinking & Decision Making
- Attention to Detail & Accuracy
- Odoo / ERP Knowledge – Nice to Have
Key Competencies
Budget & Forecast Accuracy – Accuracy of financial budgets and forecasts.
Management Reporting Timeliness & Accuracy – Timely and reliable delivery of financial reports and insights.
Financial Performance & Variance Analysis – Effectiveness in identifying and explaining financial variances and business drivers.
Business Partnering Effectiveness – Quality and impact of financial insights provided to stakeholders.
Process Efficiency & Automation – Improvement in FP&A reporting processes and reduction of manual reporting effort.
