مدير التخطيط المالي وإعداد التقارير

The Financial Planning & Reporting Manager is responsible for leading the Company's financial planning, budgeting, forecasting, management reporting and performance analysis activities. The role provides financial insights, business performance evaluation, strategic analysis and decision-support information to executive management.

Job Responsibilities

Budgeting & Forecasting

• Lead the annual budgeting process and coordinate company-wide budget submissions.
• Develop rolling forecasts and financial outlooks.
• Perform scenario planning and sensitivity analysis to support decision-making.
• Challenge assumptions and provide recommendations to improve forecast accuracy.

Financial Performance Management

• Monitor actual performance against budget, forecast and prior periods.
• Conduct detailed variance analysis and identify key business drivers.
• Analyze profitability, revenue, underwriting results, expenses, capital utilization and other performance indicators.
• Recommend performance improvement opportunities to management.

Management Reporting

• Develop and maintain executive dashboards, KPI scorecards and management reporting packs.
• Prepare monthly, quarterly and annual performance reports.
• Coordinate reporting timelines and ensure timely delivery of management information.
• Support Board, committee and executive reporting requirements.

Business Partnering & Decision Support

• Collaborate with Underwriting, Actuarial, Sales, Operations and support functions.
• Translate operational initiatives into financial impacts and performance measures.
• Prepare business cases, investment evaluations and strategic financial analyses.
• Support cost optimization and profitability enhancement initiatives.

Planning Systems & Analytics

• Maintain financial planning and forecasting models.
• Develop enhancements to reporting tools, dashboards and automation initiatives.
• Support implementation of Power BI, Power Query and advanced reporting solutions.
• Ensure consistency and reliability of planning data and reporting outputs.

Reporting Reconciliation & Controls

• Reconcile management reports with approved financial records.
• Coordinate with Accounting, Treasury and other Finance functions to resolve variances.
• Maintain documentation of methodologies, assumptions and reporting procedures.
• Support audit requirements related to planning and management reporting activities.

Leadership & Development

• Manage, coach and develop assigned team members.
• Ensure quality review procedures and continuous improvement initiatives.
• Foster strong relationships with stakeholders across the business.

Requirements

A. Educational Background and Certifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration or a related field.
• Professional qualification such as CMA, CPA, ACCA, CIMA, CFA or an equivalent certification is preferred.

B. Experience

• Minimum 7 years of relevant experience in financial planning and analysis, management reporting, budgeting, forecasting or financial performance management, including at least 2 years in a supervisory or managerial role.
• Experience in the insurance or financial-services sector is strongly preferred.
• Experience presenting financial analysis and performance insights to senior management is preferred.