Financial Planning & Analysis Manager

About JSM Group

About the role

Financial planning and budget management

• Develop financial models for budgeting, forecasting and long-term financial planning; analyze financial performance and trends.
• Work with department heads on budgets and monitor actual performance against targets.
• Measure project spend against budgets; analyze headcount variances, irregular spend and opportunities for savings.
• Introduce resource-allocation processes such as CAPEX review and implement project cash-flow reporting.

Controls and management reporting

• Maintain financial controls, review standard costing, manage balance-sheet accruals and mitigate P&L exposure.
• Define business KPIs and own automated reporting dashboards covering P&L, cash flow, working capital and unit economics.
• Define consistent KPI calculations, automate data flows from ERP, CRM and operational systems, and reduce manual reporting.
• Reconcile dashboards to the general ledger and statutory accounts; collaborate with external auditors.

Management support

• Own monthly KPI reporting to the Board and deliver dashboards with actuals, forecasts, variance commentary, cash forecasts and exception reporting.
• Build scenario and sensitivity dashboards for pricing, volume, cost inflation, headcount and CAPEX decisions.
• Translate reporting into management recommendations and partner with operations and sales.
• Evaluate investment and business opportunities and undertake ad hoc projects.

Exit readiness and investor due diligence

• Prepare investor-ready KPI and reporting materials, including quality-of-earnings support, EBITDA schedules, revenue cohorts, retention and concentration analysis.
• Maintain traceable KPI data reconciled to audited financials and consistent definitions across historical periods.
• Own finance data-room materials, including historical trading packs, monthly databooks, budget-versus-actual history and forecast models.

Requirements

• Develop and maintain financial models for budgeting, forecasting and long-term financial planning.
• Analyze financial data, trends and performance metrics and provide actionable insights to senior management.
• Establish and maintain financial controls that ensure the accuracy and integrity of financial information.
• Design and own automated management dashboards and KPI reporting across financial and operational measures.
• Automate data flows from ERP, CRM and operational systems into the reporting layer; Pigment, Power BI or equivalent are examples.
• Establish governance and reconciliation controls linking dashboard outputs to the general ledger and statutory accounts.
• Partner with operations, sales, department heads and senior management on financial decisions and performance.
• Build investor-ready reporting and maintain traceable, audit-ready KPI data and financial workstream materials.