Financial Planning and Analysis - Team Lead

The FP&A Lead is responsible for supporting the organisation's financial planning, budgeting, forecasting, reporting, and business performance analysis. This role partners with business leaders to provide financial insights, identify risks and opportunities, and support strategic decision-making.

Responsibilities

Financial Planning & Forecasting

• Assist in the preparation of annual budgets, quarterly forecasts, and long-range financial plans.
• Develop and maintain financial models to support business planning and decision-making.
• Analyze actual performance against budgets and forecasts and explain variances.
• Experienced in Actuals vs. Budget vs. Forecast analysis to identify variances and support informed financial decision-making.

Financial Analysis

• Perform monthly, quarterly, and annual financial analysis.
• Evaluate business performance, profitability, and key financial metrics.
• Conduct scenario analysis, sensitivity analysis, and what-if modeling.
• Identify trends, risks, and opportunities to improve financial performance.
• Strong experience in P&L analysis, revenue and cost tracking, and profitability assessment to support business performance reviews.
• Hands-on expertise in analyzing profit margins, identifying cost drivers, and evaluating margin improvement opportunities.
• Experienced in Actuals vs. Budget vs. Forecast analysis to identify variances and support informed financial decision-making.

Reporting & Management Information

• Prepare monthly management reports, dashboards, and KPI analysis.
• Support the month-end and quarter-end close process by providing financial insights.
• Present financial results and recommendations to management.

Business Partnering

• Collaborate with department leaders to understand operational drivers and financial impacts.
• Provide financial guidance for strategic initiatives and investment decisions.
• Support cost optimization and efficiency improvement initiatives.

Process Improvement

• Enhance forecasting accuracy and reporting efficiency.
• Automate financial reporting and analysis processes where possible.
• Contribute to the implementation and optimization of FP&A tools and systems.

Qualifications

Education

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• MBA from a reputed institution.

Experience

• 3–5 years of experience in FP&A, Corporate Finance, Investment Banking, Management Consulting, or related fields.
• Experience in budgeting, forecasting, financial modeling, and management reporting.

Technical Skills

• Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, Power Query, VBA is a plus).
• Excellent presentation skills.
• Working knowledge of AI tools (Claude/ChatGPT) to enable faster TAT.
• Experience with ERP systems.
• Familiarity with BI and visualization tools such as Microsoft Power BI, Tableau, or Qlik Sense.
• Strong understanding of financial statements and accounting principles.

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