Support the organization's financial planning, budgeting, forecasting, and management reporting activities by ensuring accurate financial analysis, timely reporting, and effective coordination with business units. The role contributes to informed decision-making through financial insights, performance analysis, and reporting automation initiatives.
Key Accountabilities & Responsibilities
Financial Reporting & Analysis
- Support the development and delivery of management reports tailored to business unit requirements.
- Assist in designing standardized reporting formats, including financial and non-financial performance indicators, KPIs, ratios, trend analysis, and budget comparisons.
- Adapt reporting structures to accommodate new products, services, channels, and business requirements.
- Analyze actual performance against budgets, forecasts, and prior-year results, and provide findings to management.
- Compile and consolidate financial and operational reports for leadership and business units.
- Prepare monthly, quarterly, and annual performance reports with a high degree of accuracy and timeliness.
- Support the preparation of company-wide variance and performance analysis reports.
- Develop special analytical reports on emerging business trends, operational performance, and industry developments.
- Present financial performance results and insights to stakeholders and management.
Process Improvement & Automation
- Identify opportunities to improve reporting efficiency and automate reporting processes.
- Support continuous enhancement of financial planning and reporting methodologies.
- Contribute to data quality, reporting accuracy, and process standardization initiatives.
Stakeholder Management
- Collaborate with internal finance teams and business units to gather reporting requirements and support financial analysis.
- Coordinate with internal and external auditors to ensure compliance, data integrity, and reporting accuracy.
- Work with external consultants and subject matter experts when required for specialized financial initiatives.
Key Performance Indicators (KPIs)
- Stakeholder satisfaction with financial reporting and business performance support.
- Accuracy and reliability of financial reports and analytical outputs.
- Number of reporting errors identified and resolved.
- Timeliness of report generation and delivery.
- Level of reporting automation achieved.
- Breadth and depth of business insights provided through reporting and analysis.
Experience & Qualifications
Minimum Experience & Essential Knowledge
- Minimum 5 years of experience in financial planning, budgeting, forecasting, or management reporting.
- Experience in financial analysis and performance management within a large or complex organization.
- Strong analytical and data interpretation skills.
- Experience working with financial planning and reporting systems.
Education
- Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
Preferred Qualifications & Certifications
- MBA or postgraduate qualification in Finance, Accounting, or Business.
- Professional certifications such as:
- ACCA
- CMA
- CPA
- CA
- Equivalent professional accounting or finance qualifications
Technical Knowledge
- Financial planning, budgeting, and forecasting processes.
- Financial reporting and performance management.
- ERP and financial management systems.
- Data analytics and business intelligence tools.
- Data extraction, transformation, and reporting methodologies.
- Financial automation and reporting technologies.
- Exposure to AI, machine learning, and advanced analytics applications in finance is advantageous.
Skills & Competencies
Technical Competencies
- Budgeting & Financial Planning
- Financial Analysis
- Management Reporting
- Business Performance Management
- Business Analysis
- Market Intelligence
- Process Improvement
- Data Analytics
- Financial Modeling
Behavioral Competencies
- Customer Focus
- Creative Thinking
- Quality & Continuous Improvement
- Teamwork & Collaboration
- Accountability
- Results Orientation
Other Skills
- Analytical Thinking
- Problem Solving
- Attention to Detail
- Communication Skills
- Interpersonal Effectiveness
- Time Management
- Adaptability
- Organizational Skills
- Influencing & Negotiation
- Innovation Mindset
- Self-Learning Capability
- Commitment & Reliability
