Financial Plan & Analysis Specialist

Skill required: Financial Planning Analysis - Financial Planning and Analysis (FPA)

Designation: Financial Plan Analysis Specialist

Qualifications: BCom

Years of Experience: 7 to 11 years

What would you do
The FPA Specialist plays a pivotal role in bridging strategic financial planning and operational execution within the business unit. This role supports the Finance Business Partner by driving complex financial planning, forecasting, and performance management processes, while providing guidance and oversight to Senior and Junior Analysts.
The FPA Specialist ensures alignment with Group FPA standards and frameworks, translating strategic objectives into actionable financial plans and insights. This role acts as a trusted advisor to business stakeholders, offering scenario modelling, data-driven insights, and recommendations to support informed decision-making and improve business performance.

What are we looking for
Qualifications - Graduate/Post Graduate degree in Finance, Economics, Accounting preferred. CA/ICWA/CPA is not required, but it is preferred. Proficiency with MS office tools; SAC; CFIN; Power BI.
Experience - Experience in finance from manufacturing sector or related field with a cross-functional analytical finance skillset, track record of effective leadership experience
Skills -

Commercial and business acumen

Knowledge of Consumer-Packaged Goods / Retail/Wholesale industry, Liquor Finance

Strategic financial planning and analysis

Analytical, collaborative and data-driven problem-solving abilities

Advanced financial / scenario modelling and predictive/advanced analytics

Communication, interpersonal and stakeholder management skills

People manager and apply best practices for stable and uplifting delivery

Technology digital fluency

Experience in Product costing and Pricing is a must

Working knowledge of Power BI, expert knowledge will be an added advantage
Actional Insight, Client Facing, Financial Analysis, Financial Management Reporting, Microsoft Excel Data Analysis

Roles and Responsibilities:
1. Strategic Financial Planning

Support medium-to-long-term financial planning, ensuring alignment with Group FPA direction and governance.

Provide scenario analysis and risk assessment to inform strategic initiatives.

Support the Finance Business Partner in embedding strategic planning processes and frameworks into the business unit.
2. Budgeting and Forecasting

Support the coordination of budget preparation and forecasting cycles, consolidating inputs from the business and reviewing outputs from The Hub.

Deliver variance analysis and provide commentary with actionable insights for senior stakeholders.

Collaborate with The Hub to ensure financial projections are robust and aligned with strategic objectives.
3. Financial Analysis and Reporting

Conduct and review complex financial analysis, modelling, and investment appraisals.

Deliver insights that support business cases, pricing decisions, and strategic initiatives.

Ensure quality of reporting and commentary, adhering to Group FPA standards.

Provide clear financial narratives to support decision-making at leadership levels.
4. Performance Management

Support target setting and KPI tracking for the business unit.

Drive continuous performance monitoring, identifying opportunities for improvement.

Provide analytical support on revenue, cost, margin, and working capital drivers.
5. Integrated Business Planning

Support IBP processes, ensuring financial alignment and integration with operational plans.

Collaborate with cross-functional teams to ensure financial perspectives are embedded in planning cycles.
6. Leading and Team Development

Mentor and guide Senior Finance Analysts and Analysts, building capability within the FPA team.

Foster a collaborative and high-performance culture focused on continuous improvement.

Support the Finance Business Partner, FPA Manager, Divisional General Manager in team leadership, planning, and execution of key initiatives.

Drive adoption of FPA tools and best practices.

Qualification BCom