Manager, Financial Planning & Analysis

Reporting to the Director of Finance, the Manager (Financial Planning & Analysis) is responsible for supporting the annual budgeting process and coordinating budget submissions across departments within SBF. This incumbent will play a key role in annual budgeting, rolling forecasts, management reporting, monthly financial review presentations, Council and Committee reporting, business performance analysis and providing financial insights to support management decision-making. Responsibilities: 1. Budgeting and Financial Planning Support the annual budgeting exercise by coordinating with departments on budget submissions. Consolidate departmental budgets and prepare budget summaries for management review. Monitor budget utilisation and highlight significant variances. Support ongoing improvements to budgeting practices, including implementation of Zero-Based Budgeting (ZBB) within NetSuite over time. 2. Rolling Forecast Maintain and manage the rolling forecast model. Consolidate variance explanations from departments by analysing actual performance against budget and forecast. Highlight emerging financial trends or potential budget deviations for management attention. 3. Programme / Project Financial Monitoring (Cost Recovery Focus) Monitor the financial performance of programmes and projects to ensure they meet Cost Recovery Ratio (CRR) targets. Track income and cost performance across SBF income pillars. Prepare periodic analyses of programme-level financial performance and highlight areas where cost recovery targets may not be achieved. Work with programme owners to understand key cost drivers and income assumptions affecting programme financial performance. Support the Finance team in providing visibility on the financial sustainability of programmes and initiatives. 4. Management Reporting Prepare the monthly Financial Review Deck for management meetings. Prepare quarterly financial reports for Council meetings. Provide clear analysis explaining major financial movements, variances and trends. 5. Ad Hoc Financial Analysis Perform ad hoc financial analysis or modelling when required. Assist in compiling financial data and analyses to support management discussions, programme reviews, or new initiatives. 6. Systems and Data Support Utilise NetSuite and other financial tools to extract and analyse financial data for planning and reporting purposes. Support enhancements to financial reporting templates and dashboards. Ensure accuracy and consistency of financial data used in budgeting and reporting. 7. Collaboration within the Organisation Work with internal teams to gather financial information required for budgeting, forecasting, and reporting. Provide guidance to departments on budget submissions and financial information requirements. Support Finance initiatives aimed at strengthening financial discipline and transparency across SBF. Requirements: Bachelor’s degree in accounting, Finance or an equivalent qualification. At least 5 years of relevant working experience. Strong interpersonal and communication skills, with the ability to work effectively with stakeholders across the organisation Ability to work under tight deadlines and manage priorities effectively. Proficient in Microsoft Excel and financial reporting tools. Preferably experienced in Oracle NetSuite.