Financial Planning & Analysis Associate

Job description

JOB PURPOSE:

The FP&A Associate will support the planning, forecasting, and performance management activities by producing timely financial analysis, management reports, and insights that enable informed decision-making. The role will maintain budgeting and forecasting models, monitor performance vs plan, and support cash flow and working capital reporting to strengthen financial discipline and visibility.

KEY ACCOUNTABILITIES:

Planning, Budgeting & Forecasting

• Support the preparation of the annual budget and periodic forecasts in collaboration with internal stakeholders.

• Maintain financial planning models, templates, and assumption packs to ensure consistency and accuracy.

• Consolidate inputs, validate key assumptions, and ensure alignment with business targets.

Management Reporting & MIS

• Prepare monthly management reporting packs (P&L, key metrics, dashboards) for review by Finance leadership.

• Perform variance analysis (Actual vs Budget/Forecast/Prior Year) and provide clear commentary on drivers, risks, and actions.

• Track KPIs and highlight trends, anomalies, and performance improvement opportunities.

Financial Analysis & Decision Support

• Conduct ad-hoc financial analysis to support pricing, cost optimization, investment cases, and operational decisions.

• Build scenario and sensitivity analyses to quantify impact of key business variables.

• Support CAPEX tracking and post-investment performance reviews where required.

Cash Flow & Working Capital Support

• Support cash flow reporting and short-term cash forecasting, including tracking variances and key drivers.

• Monitor working capital metrics (receivables, payables, inventory) and support improvement initiatives.

• Assist in maintaining basic liquidity dashboards and reporting routines.

Data Quality, Controls & Process Improvement

• Ensure integrity of FP&A data by reconciling inputs to financial systems and validating reporting outputs.

• Support standardization of reporting formats, calendars, and documentation (SOPs/process notes).

• Contribute to automation and efficiency improvements (Excel, ERP reports, BI dashboards)

COMMUNICATIONS & WORKING RELATIONSHIPS:

Internal:

• CFO / Executive Management

• Finance team and department heads

• Internal audit, risk, and compliance teams

External:

• Consultants and advisors

• Third parties and service providers

• OIA and Government stakeholders

QUALIFICATIONS, EXPERIENCE & SKILLS:

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration.

• Professional certification (CMA, ACCA, CPA, CFA) is a plus.

Experience

• Minimum 3 years of experience in FP&A, management reporting, financial analysis, or budgeting/forecasting.

• Experience in a fast-paced environment and working with cross-functional stakeholders is an advantage.

Technical Competencies Leadership/Behavioural Competencies

• Budgeting & forecasting support

• Variance analysis (Actual vs Budget/Forecast/PY)

• Management reporting (MIS packs, KPIs, dashboards)

• Financial modelling (Excel-based, scenario/sensitivity)

• P&L and financial statement understanding

• Cash flow basics and short-term forecasting

• Working capital tracking (AR/AP/Inventory)

• Data reconciliation & quality checks

• Excel advanced (pivots, lookups, Power Query preferred)

• ERP/reporting tools exposure; Power BI is a plus

• Analytical thinking & problem-solving

• Attention to detail & accuracy

• Business acumen (link numbers to actions)

• Clear communication & stakeholder management

• Planning, prioritization & time management

• Ownership, accountability & initiative

• Integrity, confidentiality & ethics

• Collaboration & teamwork

• Adaptability in a fast-paced environment