Purpose of the Job / Position Summary:
Specialist – Business Planning and Reporting is part of Finance Center of Excellence (CoE) and plays a pivotal role in driving strategic decision-making through comprehensive business planning, financial analysis, and insightful reporting. The Specialist is responsible for ensuring accurate financial forecasting, monitoring performance against targets, and providing actionable insights to senior management.

Business Complexity / Context:

Collaborating effectively with cross-functional teams to ensure alignment between business goals and financial needs. This role provides services across OpCos.

Key Responsibilities:

• Analyze financial data, key performance indicators (KPIs), and operational metrics to identify trends, risks, and opportunities
• Prepare monthly, quarterly, and annual management reports, variance analyses, and presentations for senior management and stakeholders
• Collaborate with department heads and business leaders to understand their financial and operational needs and assist in the development of departmental budgets and forecasts
• Conduct ad-hoc analysis and modeling to support decision-making on capital investments, cost optimization initiatives, and business growth strategies
• Monitor and evaluate the company’s performance against budget, forecast, and prior year, highlighting areas of concern or improvement
• Assist in the preparation of Committee, Shareholder,and investor presentations, providing clear and concise explanations of Company results and strategic initiatives
• Ensure compliance with policies, procedures, and regulatory requirements in all reporting and planning activities
• Support continuous improvement initiatives in planning, reporting processes, and systems enhancements
• Foster strong relationships with internal stakeholders, promoting a collaborative and proactive approach
• Drive finance digitalisation and transformation, leveraging Power BI and AI‑enabled analytics
• Lead SAC planning, forecasting and performance reporting, ensuring accuracy and timely delivery
• Develop Power BI dashboards and self‑service reports to support performance and decision‑making

Core KPIs:

• Forecast Accuracy: Track the accuracy of forecasts compared to actual results over time
• Timeliness of Reporting: Monitor the timeliness of monthly, quarterly, and annual reports and presentations
• Adherence to Budgets: Track the degree to which functional budgets and forecasts align with actual performance

Stakeholder Collaboration:

Internal Stakeholders

• Finance Centres of Excellence (CoE)
• Shared Services Centre (SSC)
• Various departments and functional heads

External Stakeholders (outside Fertiglobe)

• Asset Management Team (XRG)
• ADNOC (Group)

“What you bring”

The ideal candidate will bring strong analytical capability, advanced financial modelling, forecasting and performance reporting expertise, with a track record of driving finance digitalisation and transformation through Power BI, automation and AI‑enabled insights, in close partnership with cross‑functional teams.

Knowledge & Experience:

• Bachelor's degree in Finance, Accounting, Business, or a related field
• Finance qualification at or post university e.g. CA, ACCA, CIMA, CFA etc
• Proven experience of at least 5+ years in financial planning, financial analysis, or business reporting roles, preferably in a Center of Excellence (COE)
• Strong analytical mindset with the ability to interpret complex financial data and draw meaningful conclusions
• Proficiency in Microsoft Excel and financial modeling/data modeling software, and working knowledge of SAP Analytics Cloud (SAC)

Skills:

• Financial Analysis: Proficiency in financial analysis techniques to interpret data, identify trends, and draw meaningful insights from financial statements, budgets, and forecasts
• Budgeting and Forecasting: Experience in developing, monitoring, and analyzing budgets and forecasts to ensure alignment with strategic goals and operational plans
• Reporting and Presentation: Ability to prepare clear, concise, and insightful reports, presentations, and dashboards for senior management and stakeholders.
• Analytical Ability: Strong analytical skills to analyze complex data sets, extract relevant information, and present findings in a structured and understandable manner
• Continuous Improvement: Ability to identify and drive process, program and service improvement opportunities leading to optimization, simplification, standardization, and improved business outcomes
• Technology Proficiency: Proficiency in financial software and tools, including ERP systems, financial modeling software (e.g., Excel, Power BI), and database management
• Adaptability and Agility: An adaptable and agile mindset towards continuous improvement to keep up with evolving processes and technology
• Collaboration: Ability to collaborate effectively with cross-functional teams, build strong relationships with stakeholders, and work towards common goals
• Communication and Presentation Skills: Excellent verbal and written communication skills in English; Ability to articulate and present complex information in a concise and concise manner

Competencies & Proficiency Level:

• Process, Program, Service Design – Expert
• Process, Program, Service Improvement - Expert
• Business Planning and Reporting Process Knowledge – Expert
• Business Planning and Reporting Technology Fluency – Advanced
• Problem-solving – Advanced to Expert
• Communication – Advanced to Expert
• Data Analysis and Interpretation – Advanced

Values & Behaviors :

• Collaboration & Teamwork
• Data-Driven Decision-Making
• Accountability & Excellence
• Continuous Improvement & Transformation
• Proactive Problem-Solving Mindset
• Fast-paced Learning
• Innovation and Adaptability