Financial Analyst

Job Summary

The Financial Analyst - FP&A supports the organisation's planning, forecasting, management reporting and performance analysis processes. The role converts financial and operational data into timely, accurate and actionable insights; partners with budget owners to explain performance and improve decision-making; and develops models, dashboards and reporting processes that strengthen financial discipline, forecast accuracy and delivery of strategic objectives.

Duties and Responsibilities

• Prepare monthly management reporting and performance analysis, including actual results versus budget, forecast and prior period, with clear explanations of key drivers, risks and opportunities.
• Perform detailed sales, gross margin, operating expenditure, working capital, inventory and other KPI analysis across business units, brands, locations and cost centres.
• Support the annual operating plan, periodic forecasts and longer-term strategic planning by coordinating inputs, validating assumptions and maintaining planning models and schedules.
• Partner with budget owners and cross-functional teams to review financial performance, challenge assumptions, identify corrective actions and track delivery against agreed targets.
• Build and maintain integrated financial models for scenario analysis, investment appraisal, cost-benefit analysis, pricing, promotions, new initiatives and other management decisions.
• Prepare concise, decision-focused reports, dashboards and presentations for Senior Management and Board-level reporting.
• Monitor financial and operational KPIs, highlighting emerging trends, exceptions and performance gaps in a timely manner.
• Improve the accuracy, consistency and efficiency of reporting through standardisation, automation, data validation and effective use of analytical and business intelligence tools.
• Reconcile source data to financial systems and reporting outputs, investigate discrepancies and maintain appropriate supporting schedules and audit trails.
• Develop, maintain and enhance Power BI dashboards, datasets and analytical reporting solutions to provide timely visibility into financial and operational performance, ensuring data accuracy, governance and alignment with business requirements.
• Conduct financial, market, product and operational research to support business cases, strategic initiatives and performance improvement opportunities.
• Support the development and continuous improvement of FP&A processes, controls, policies and data governance standards.
• Provide ad hoc analysis and decision support as required and perform any other duties reasonably assigned by the Company.

Educational Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Business Analytics or a related discipline.
• Progress toward or completion of a recognised professional finance or accounting qualification would be an asset.

Experience Required

• Minimum two to five years' relevant experience in FP&A, management accounting, financial analysis, commercial finance or a related analytical role.
• Practical experience in budgeting, forecasting, variance analysis, management reporting and financial modelling.
• Experience in retail, pharmacy, distribution or another multi-location environment would be an asset.
• Knowledge of Microsoft Dynamics NAV or another enterprise resource planning system would be an asset.

Skillset Required

• Advanced proficiency in Microsoft Excel, Power BI, Power Query and data modelling techniques, with the ability to build automated reports, dashboards and self-service analytics solutions.
• Strong understanding of financial statements, management accounting principles, budgeting, forecasting and performance measurement.
• Exceptional analytical and conceptual thinking, with strong attention to accuracy, completeness and reconciliation.
• Ability to translate complex financial and operational information into clear insights, recommendations and executive-ready presentations.
• Strong business partnering, stakeholder management, written communication and presentation skills.
• Sound commercial judgement and the confidence to constructively challenge assumptions and explain financial implications.
• Excellent organisation and time management, with the ability to manage recurring deadlines and ad hoc priorities in a fast-paced retail environment.
• Ability to work independently and collaboratively while maintaining confidentiality and professional standards.

Core Competencies

• Analytical thinking and problem solving.
• Commercial and financial acumen.
• Accuracy, accountability and attention to detail.
• Planning, prioritisation and delivery against deadlines.
• Business partnering and collaboration.
• Clear communication and executive presence.
• Initiative, curiosity and continuous improvement.
• Adaptability and resilience.
• Integrity and confidentiality.

REF: J.C