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.