Business Analyst - FP&A

# Senior Business Analyst / Lead FP&A

*Experience:* 5+ years

*Department:* Finance / FP&A

*Employment Type:* Full-time

*Reporting To:* Head of FP&A / Finance Director / CFO

## Role Overview

We are looking for an experienced *Senior Business Analyst / Lead – FP&A* to drive financial planning, forecasting, management reporting, business performance analysis, and strategic decision support.

The role will partner closely with senior business and finance stakeholders to translate financial and operational data into actionable insights, identify business drivers and risks, and support key strategic and commercial decisions.

## Key Responsibilities

### FP&A and Financial Planning

* Lead the annual budgeting, long-range planning, and periodic forecasting processes.

* Develop and maintain robust financial models for revenue, cost, profitability, cash flow, and scenario planning.

* Drive monthly and quarterly forecasting cycles in collaboration with business stakeholders.

* Analyze business performance against budget, forecast, and prior-year results.

* Identify key drivers of financial performance and provide recommendations to management.

### Business Performance & Analytics

* Lead monthly management reporting and performance reviews.

* Develop dashboards and executive-level presentations covering financial and operational KPIs.

* Provide insights on revenue growth, margins, operating expenses, productivity, and profitability.

* Perform detailed variance analysis and explain key movements to senior management.

* Conduct scenario, sensitivity, and what-if analysis to support strategic decisions.

* Identify trends, risks, opportunities, and areas for performance improvement.

### Business Partnering

* Act as a finance business partner to senior stakeholders across functions such as Sales, Operations, Marketing, HR, and Procurement.

* Challenge assumptions and provide commercially relevant financial insights.

* Support business cases, investment decisions, pricing analysis, cost optimization, and strategic initiatives.

* Translate complex financial information into clear recommendations for non-finance stakeholders.

### Reporting & Process Improvement

* Own and improve recurring management reporting and FP&A processes.

* Drive automation and standardization of financial reporting and analytical processes.

* Leverage tools such as *Advanced Excel, Power BI, SQL, ERP systems, and other analytics platforms* to improve reporting efficiency.

* Ensure data integrity, consistency, and accuracy across financial reports and models.

* Identify opportunities to improve forecasting accuracy and FP&A processes.

### Leadership & Stakeholder Management

* Lead cross-functional analytical projects and initiatives.

* Mentor junior analysts and support the development of FP&A capabilities within the team.

* Work effectively with senior leadership and present financial insights to management.

* Manage multiple priorities and deliver high-quality analysis within tight deadlines.

## Required Qualifications

* Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.

* *5+ years of relevant experience* in FP&A, financial planning, business analysis, commercial finance, management reporting, or corporate finance.

* Strong understanding of P&L, balance sheet, cash flow, budgeting, forecasting, and financial modelling.

* Proven experience working with senior business stakeholders and leadership teams.

* Advanced Excel and financial modelling skills.

* Strong analytical, problem-solving, and communication skills.

* Experience managing complex datasets and converting analysis into actionable business insights.

## Preferred Qualifications

* *CA / CMA / CFA / MBA (Finance)* or equivalent qualification.

* Experience with *Power BI, SQL, SAP, Oracle, Anaplan, Hyperion, or other ERP/FP&A tools*.

* Experience in FP&A transformation, reporting automation, or financial planning systems.

* Exposure to strategic planning, M&A, business cases, pricing, or cost optimization.

* Prior experience leading a team or mentoring finance/business analysts.

## Key Competencies

* Strategic thinking and commercial acumen

* Financial planning and forecasting

* Financial modelling

* Business partnering

* Data-driven decision making

* Management reporting

* Variance and profitability analysis

* Executive communication

* Stakeholder management

* Process improvement and automation

* Leadership and mentoring

## Key Success Measures

* Accuracy and timeliness of budgets and forecasts

* Quality and relevance of management reporting

* Improved forecasting and planning processes

* Effectiveness of business insights provided to leadership

* Successful delivery of automation and process improvements

* Stakeholder engagement and business partnering effectiveness