Financial Planning Analyst / FP&A Analyst / Business Finance Analyst

Role Overview

As a Financial Planning Analyst, you will play a crucial role in supporting the strategic financial planning and management of business performance. You will analyze financial data, create forecasts, and provide actionable insights that facilitate informed decision-making and sustainable growth. Your responsibilities will include preparing budgets, variance analyses, financial forecasts, and executive dashboards, while continuously monitoring KPIs and assessing the performance of various business functions.

Key Responsibilities

• Collaborate with finance, accounting, operations, sales, marketing, product teams, and senior leadership to assist with financial planning and resource allocation.
• Prepare financial models, profitability assessments, scenario plans, revenue and expense forecasts, and develop business cases.
• Create dashboard reports and identify opportunities to enhance financial results, operational efficiency, and overall profitability.

Required Qualifications and Skills

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Business Analytics, Mathematics, Statistics, or related disciplines; a Master’s degree or MBA is beneficial.
• Demonstrated experience in Financial Planning & Analysis (FP&A), corporate finance, budgeting, forecasting, or management reporting.
• In-depth knowledge of budgeting, forecasting, variance analysis, financial modeling, profitability and cost management, cash flow analysis, and business performance monitoring.
• Advanced Microsoft Excel skills with proficiency in complex formulas, PivotTables, Power Query, Power Pivot, and scenario modeling.
• Familiarity with ERP and financial software platforms such as SAP, Oracle, NetSuite, Microsoft Dynamics, Hyperion, Anaplan, Workday Adaptive Planning, or similar systems.
• Proficiency with business intelligence and reporting tools such as Power BI, Tableau, or Looker for dashboard and report development.
• Strong understanding of accounting standards including IFRS, GAAP, internal controls, financial statements, and corporate reporting obligations.
• Excellent analytical and quantitative skills to interpret complex financial and operational data and produce strategic recommendations.
• Robust communication and stakeholder management capabilities that enable clear financial presentations and effective collaboration with diverse teams.
• Experience with strategic planning support, investment evaluations, capital budgeting, M&A, pricing analysis, or transformational business projects is an advantage.
• Professional certifications like ACCA, CPA, CIMA, CFA, FMVA, or related finance credentials are favorable.
• A strategic, commercially aware professional driven by data insights and business analytics to facilitate executive decision-making and foster organizational growth.