Financial Planning Analyst

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Terms of Reference: FP&A Analyst - Family Office (Group Level)
Position Title:

FP&A Analyst - Family Office (Group Level)
Department:

Finance
Reports To:

Head of Finance
1. Purpose
The FP&A Analyst - Family Office (Group Level) drives financial planning, analysis, and strategic decision-making across Group's diverse portfolio (real estate, oil, logistics). Reporting to the Head of Finance, 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.
2. Key Responsibilities
Financial 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 KPI's 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 UAE real estate regulations and JV accounting standards. Maintain documentation for audits and shareholder reviews.
3. Qualifications and Skills
Education:

Bachelor's or Master's degree in Finance, Accounting, or related field; professional qualifications (ACCA, ACA, CFA) preferred.
Experience:

3-5 years in FP&A or corporate finance, ideally in a family office, holding company, or real estate investment group within the UAE or GCC.
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 UAE 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.
4. Performance Metrics
Financial Modeling:

95% accuracy in models and forecasts, validated by Head of Finance.
Reporting:

100% on-time delivery of board packs, dashboards, and KPIs with 95% accuracy.
Budgeting/Forecasting:

90% alignment of budgets with strategic goals.
Capital Optimization:

Implement at least two actionable capital strategies per year.
ERP/OMS Integration:

100% accuracy in FP&A module data and OMS financial inputs.
Compliance:

100% adherence to RERA, FTA, and audit requirements.
5. Working Conditions
Hours:

Full-time, 40-48 hours per week (per UAE Labour Law, Federal Decree-Law No. 33/2021), with occasional overtime for budgeting cycles or board reporting deadlines.
Compensation:

AED 15,000 month (UAE benchmark for mid-level FP&A roles in family offices/real estate), plus standard benefits (health insurance, 30 days' annual leave).
6. Reporting and Collaboration
Direct Report:

Head of Finance, ensuring alignment with group financial strategy and reporting.
Works with heads of units to gather data for models and reports.
Collaborates with IT and ERP teams for Oracle/OMS integration.
Liaises with treasury for financing structures.
Seniority level


Mid-Senior level
Employment type


Full-time
Job function


Accounting/Auditing, Finance, and Analyst
Industries

Holding Companies, Oil and Gas, and Real Estate
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