Financial Planning & Reporting Specialist

Overview

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.

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.

• 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

• 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