Senior Financial & Planning Analyst

Job summary
The Senior Financial & Planning Analyst is responsible for providing in-depth financial analysis, forecasting, budgeting, and reporting to support strategic decision-making and drive the company's financial performance. This role will work closely with various departments to develop financial models, track key performance indicators (KPIs), and provide insights to senior management.
The difference you will make

• Develop and maintain complex financial models to forecast future performance, including income statements, balance sheets, and cash flow statements.
• Lead the annual budgeting process, collaborating with department heads to develop detailed budgets that align with strategic objectives.
• Perform variance analysis to compare actual results against budget and forecast, identifying key drivers and providing actionable insights.
• Prepare and analyze monthly, quarterly, and annual financial reports for senior management, highlighting key trends, risks, and opportunities.
• Develop and monitor key performance indicators (KPIs) across various departments, tracking performance against targets and benchmarks.
• Working closely with the Operations team to conduct in-depth financial analysis, including profitability analysis, cost analysis, margin optimization, revenue mix and investment analysis, to support strategic initiatives.
• Evaluate potential investments, providing financial due diligence and recommendations.
• Identify and implement process improvements to enhance the efficiency and accuracy of FP&A activities.
• Develop and present strategic financial recommendations to senior management, influencing key business decisions and long-term financial planning.
• Oversee the development and implementation of the company's overall budgeting and forecasting processes, ensuring accuracy, alignment with strategic goals, and timely execution.
• Lead the financial evaluation of significant strategic initiatives, including new product launches, and market expansions, providing critical insights and recommendations.
• Establish and maintain strong relationships with key business partners across different departments, serving as a trusted financial advisor and providing proactive financial guidance.
• Lead scenario planning and sensitivity analysis (e.g., volume, pricing, FX, inflation, cost structure) to support strategic decision-making under uncertainty.
• Support capital allocation decisions, including CapEx prioritization and ROI tracking.
• Monitor cash flow drivers and working capital performance in coordination with Treasury and Operations
• Lead financial planning and analysis of workforce costs, headcount planning, and productivity metrics in partnership with the People & Culture management.
• Own planning assumptions, data governance, and forecast integrity, ensuring consistency of inputs, methodologies, and definitions across the organization.
• Manage, coach, and develop FP&A team members, building analytical capability, business acumen, and succession planning within the function.
• Support financial assessment of ESG initiatives and regulatory impacts (if relevant).
• Translate complex analysis into clear, compelling financial narratives for Board and executive audiences.
• Drive the development and implementation of advanced financial reporting and analysis tools and systems, enhancing the efficiency and effectiveness of the FP&A function.
• Lead the development of financial risk management strategies, identifying potential financial risks and developing mitigation plans.

Requirements
What you will bring to the role
Education:

• Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CFA preferred.

Experience:

• 7+ years of progressive experience in financial planning and analysis, with a strong understanding of financial modeling, forecasting, and reporting.
• Experience in the financial services or technology industry is a plus.

Technical Skills:

• Expert proficiency in financial modeling techniques and best practices.
• Advanced Excel skills, including complex formulas, macros, and data analysis tools.
• Strong understanding of accounting principles and financial statements.
• Experience with budgeting and forecasting software.
• Familiarity with data visualization tools (e.g., Power BI, Tableau).

Soft Skills:

• Strong ownership and accountability for assigned work.
• Clear and professional verbal and written communication.
• Effective time management and task prioritization.
• Analytical thinking and problem-solving skills.
• Ability to work independently, collaborate effectively and mentor junior team members.
• Ability to actively listen to customers and accurately understand their needs, expectations, and challenges.
• Adaptability and learning agility in a fast-paced environment.
• Strong attention to detail and a commitment to quality.
• Receptiveness to feedback and continuous improvement mindset.

Finaira is an Equal Opportunity Employer and is committed to providing a workplace free of discrimination and harassment. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to any status protected by the laws or regulations in the locations where we operate.