Financial Reporting & Planning Analyst

The Financial Reporting & Planning Analyst is responsible for delivering accurate, timely financial reports, supporting budgeting, forecasting, and projects, and providing insights to senior management and the Strategy Planning unit to improve profitability.

 FINANCIAL REPORTING & PLANNING ANALYST 

The Financial Reporting & Planning Analyst is responsible for delivering accurate, timely financial reports, supporting budgeting, forecasting, and projects, and providing insights to senior management and the Strategy Planning unit to improve profitability. The role includes managing internal and external reporting for specific business units and maintaining relationships with auditors, regulators, and statutory bodies.

PRIMARY RESPONSIBILITIES

 Prepare management and technical reports for internal and external stakeholders as required. Consolidate group accounts, including intercompany reconciliations and elimination entries, while ensuring compliance with statutory filing requirements and, where applicable, stock exchange regulations.

• Prepare the Group’s annual budgets and forecasts, and continuously enhance the budgeting process, financial projections, and operating forecasts.
• Leverage the use of a business intelligence tools and dashboards to analyze results, perform variance analysis, identify trends and make recommendations for improvements.
• Analyze trends in Key Performance Indicators (KPIs), with a focus on financial metrics such as revenue, cost of sales, capital expenditures, and profit margins. Monitor these KPIs to identify the causes of unexpected variances and conduct variance analyses against budgets and forecasts, providing clear, actionable explanations for management.
• Work closely with the accounting team to ensure accurate financial reporting and reconciliations and assist in special projects.
• Partner with the Strategy Planning unit to develop financial models and provide project support.
• Support senior management team and the heads of department with data-driven analysis.
• Oversight of general ledger integrity, including review of journal entries and account reconciliations.  

EXPERIENCE & REQUIREMENTS 

• Bachelor of Science in Business Administration with major in Accounting, Finance or equivalent.  Master’s Degree, ACCA or CPA/CFA
• Minimum five (5) years post-qualification experience at a supervisory level within a Finance Department, with experience in financial analysis, planning or reporting considered an asset.  
• Experience in budgeting/forecasting, regulatory/statutory reporting required. 
• Experience in the shipping industry and/or external auditing would be considered an asset.
• Solid understanding of accounting principles, income tax regulations, and the Jamaican Companies Act, along with knowledge of International Accounting Standards.
• In depth knowledge of Stock Exchange Reporting
• Strong skills in data collection, problem-solving, and analysis, with familiarity in using business intelligence tools (e.g., Power BI, Tableau) for financial analysis.
• Strong interpersonal and team building skills
• The ability to perform in a deadline-oriented work environment and successfully execute many tasks simultaneously.
• High attention to detail and accuracy under tight deadlines.
• Ability to work independently and take ownership of deliverables.