Financial Planning Analyst

1. What This Role Owns (Accountabilities)

• Deliver assigned FP&A reporting, budgeting, forecasting and analysis activities accurately and within agreed timelines.
• Support the preparation and consolidation of budgets and rolling forecasts for assigned business areas.
• Prepare actual versus budget, forecast and prior-period variance analysis and highlight key movements for management review.
• Maintain accurate planning models, reporting templates, assumptions and supporting schedules within the assigned scope.
• Support monthly and quarterly business reviews through timely reports, KPIs, charts, financial commentary and analysis.
• Work with Finance and business stakeholders to collect, validate and reconcile planning and performance data.
• Escalate material variances, data-quality issues, missing inputs and planning risks to the FP&A Manager / Finance Manager.

1. What This Role Does (Responsibilities)
2. Core Responsibilities (BAU):

• Prepare monthly management reporting schedules and actual-versus-budget / forecast analysis for assigned areas.
• Collect, validate and consolidate budget and rolling forecast inputs from relevant stakeholders.
• Maintain FP&A models, templates, reporting files and planning schedules, ensuring data and assumptions are updated and traceable.
• Analyse revenue, gross margin, operating expenses, headcount and other assigned KPIs and identify significant movements.
• Support month-end performance reviews by comparing actual results with budget and forecast and preparing variance explanations.
• Prepare recurring and ad-hoc financial analysis, management reports, charts and presentation materials as required.

1. Growth & Transformation:

• Support improvements to FP&A templates, reporting packs, planning processes and recurring analysis.
• Support standardisation and automation of reporting and planning activities, including Excel-based tools and finance-system data extraction.
• Track forecast-versus-actual performance and support follow-up on recurring forecast variances.
• Support the enhancement of KPI definitions, reporting formats and financial planning processes.

1. Stakeholder Management:

• Internal: Work with business leaders, internal finance team, sales and operations team, HR and other functions to collect planning inputs, validate data and follow up on missing information.
• External: Provide planning or reporting information to auditors, consultants or service providers when assigned and within approved scope.

1. Standard Role Deliverables
2. Accurate monthly management reporting schedules and actual-versus-budget / forecast analysis.
3. Budget and rolling forecast input files for assigned business areas completed within agreed timelines.
4. Updated FP&A models, reporting templates, assumptions and supporting schedules.
5. KPI and performance analysis with clear identification of significant movements and drivers.
6. Monthly / quarterly business review materials, charts and financial commentary.
7. Ad-hoc financial analysis and decision-support information prepared as requested.
8. Forecast-versus-actual tracking and follow-up records for material variances.
9. Role Positioning and Progression Context

This section provides a visual overview of where the role sits within the broader organisational and grade structure. It is intended to show the role's structural context in a stable and sustainable way, without relying on a live organisation chart that may evolve over time.