Financial Planning Analyst

The FP&A Analyst Family Office (Group Level) drives financial planning, analysis, and strategic decision-making across Groups diverse portfolio (real estate, oil, logistics).
The role builds dynamic financial models, supports group-wide budgeting and forecasting, consolidates performance reports, and optimizes capital allocation to achieve the ultimate goal.
The Analyst collaborates on Oracle and OMS integration, ensuring data-driven insights for leadership, without overlap with HR, administrative, front-office, marketing, or project accounting functions.Key ResponsibilitiesFinancial Modeling and Analysis:
Develop and maintain dynamic financial models for real estate projects, JV structures, and investment opportunities across business units.Analyze project finance metrics, funding waterfalls, and ROI to support strategic investments.Budgeting and Forecasting:
Support group-wide budgeting, long-range planning, and forecasting, aligning with capital availability and growth target.Provide variance analysis and actionable insights to optimize financial performance.Performance Reporting:
Consolidate financial performance reports across real estate, oil, and logistics verticals for management and shareholder reporting.Develop board packs, executive dashboards, and KPIs for leadership.Capital and Liquidity Management:
Analyze liquidity, working capital, and fund allocations across entities, recommending capital optimization strategies.Support group treasury in structuring project finance, corporate finance, and refinancing options for JVs and developments.ERP and OMS Integration:
Collaborate with ERP implementation teams to define FP&A modules, reporting logic, and data flows for Oracle roll-out, ensuring alignment with OMS.Input financial KPIs and forecast data into OMS for CEO Dashboard accuracy and operational transparency.Regulatory and Compliance Support:
Ensure financial models and reports comply with real estate regulations and JV accounting standardsMaintain documentation for audits and shareholder reviews.Confidentiality:
Protect sensitive financial and strategic data per company's NDA standards.Qualifications and SkillsEducation:
Bachelors or Masters degree in Finance, Accounting, or related field; professional qualifications (ACCA, ACA, CFA) preferred.Experience:
45 years in FP&A or corporate finance, ideally in a family office, holding company, or real estate investment group within the region.Skills:
Advanced proficiency in financial modeling, project finance metrics, and funding waterfalls.Strong experience with ERP systems.High proficiency in Microsoft Excel, PowerPoint, and financial dashboards.Familiarity with regions real estate regulations and JV accounting.Basic knowledge of OMS or similar systems for financial data integration.Attributes:
Analytical, strategic, detail-oriented, adept at communicating insights to leadership, and capable of managing tight deadlines
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