Financial Planning Analyst

Role overview

Planning and performance

• Support periodic forecasts; develop long-term financial plans and business cases.
• Recommend improvements to profitability, efficiency, and cash generation; support corporate strategy with analysis and scenario planning.
• Review monthly, quarterly, and annual performance across revenue, costs, profitability, operational KPIs, and business drivers.
• Analyze variances, capital expenditure, funding needs, liquidity, and working capital; identify risks, opportunities, and improvement initiatives.
• Prepare management commentaries explaining business performance.

Reporting and dashboards

• Prepare monthly management reports, Board reports, executive dashboards, and financial presentations; report key metrics accurately and on time.
• Design and maintain Power BI or similar financial and operational dashboards; automate reporting and improve data visualization.
• Develop KPI monitoring tools and integrate operational and financial data to provide actionable insights.

Industry analysis

• Analyze performance indicators across ports, terminals, logistics, shipping, maritime services, contract logistics, warehousing, and supply chain.
• Analyze profitability and costs by customer, trade lane, terminal, or service; support commercial and operational teams with data-driven insights.

Education and experience

• Graduate, postgraduate, or equivalent degree in commerce, accounting, finance, investment, taxation, or risk.
• 5+ years of experience in an FP&A role; logistics-sector experience is preferred.
• Professional certification such as CA, CFA, CRM, or an MBA in Finance and membership in a relevant professional body are cited qualifications.

Technical and functional skills

• Advanced Excel and financial analysis; advanced Power BI or equivalent dashboarding tools.
• ERP experience with SAP, Oracle, Microsoft Dynamics, or similar.
• Strong analytical and data visualization skills; understanding of financial statements and cash flow management.
• Business partnering, stakeholder management, communication, presentation, accuracy, attention to detail, and ability to meet tight deadlines.
• Ports and logistics business experience is advantageous.