Financial Planning Analyst Lead

Your role

The Senior Financial Planning Analyst works closely with the business and senior management and is primarily responsible for analytics and strategy to drive sustainable growth and retention by forecasting, modelling, and analysis, supporting BI projects, preparing management presentations, identifying risks, and opportunities of the business.
The need to comprehend business concepts and ensure these concepts are delivered as meaningful analytics. The incumbent facilitates design and concept gathering and assists in the creation of new reports or analytics. Additionally, the incumbent should be experienced with problem-solving and conflict resolution to help identify, communicate, and resolve issues.

What you'll be doing

Role Responsibilities

The responsibilities of the role will include:

• Lead the preparation of the Forecasts and Annual Revenue Budget – Management presentations, Global, Regional and Sales Revenue budgets at the detailed level also setting up sales individual’s targets and portfolio allocations.
• Take charge of preparing and disseminating precise and timely financial and business reports that bolster the decision-making capabilities of senior management and executives.
• Perform in depth revenue analysis and commentary on key variances vs. targets and vs. prior months/years and recommendations for future action as required.
• Engage in strategic initiatives by offering financial expertise and analysis to assess investment opportunities and potential risks. Additionally, analyze, track, and measure the impact of various ongoing revenue initiatives as part of the roles and responsibilities.
• Analysis of key metrics and trends proactively to support customer revenue retention and growth.
• Facilitate the design, development, and upkeep of new reports while ensuring the maintenance of necessary management reports.
• Engage with essential stakeholders, senior management, and diverse levels within the sales organization to collect information and data points on key initiatives, facilitating the analysis of business performance.
• Implement best practices in financial modeling, data analysis, and reporting to improve accuracy and reliability of forecasts.
• Assist in conducting modeling to evaluate ROI and perform due diligence for acquisitions and mergers, while also providing support for integration projects post-acquisition.
• Identify opportunities and propose enhancements to existing processes, prioritizing increased efficiencies and the integration of value-added analytics.
• Supervise and mentor a team of financial analysts, providing guidance and professional development opportunities.
• Foster a collaborative and supportive work environment, promoting knowledge sharing and continuous learning.
• Conduct performance evaluations, set goals, and provide feedback to enhance team productivity and effectiveness.

Qualifications & Skills

• 4 - 5 years’ experience in Financial Planning and Analytics
• Business Intelligence tools (Power BI)
• Budgeting and Forecasting
• Microsoft Office - PowerPoint, Excel, Word

#LI-SS1

• Project Management
• Basic Knowledge of CRM (Salesforce)
• Microsoft SQL, Visio, SharePoint

About Corpay

Corpay is a global technology organisation that is leading the future of commercial payments with a culture of innovation that drives us to constantly create new and better ways to pay. Our specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses. Millions of people in over 80 countries around the world use our solutions for their payments.

All offers of employment made by Corpay (and its subsidiary companies) are subject to the successful completion of satisfactory pre-employment vetting by an independent supplier (Experian). This is in accordance with Corpay's Resourcing Policy and include employment referencing, identity, adverse financial, criminal and sanctions list checks. We do this to meet our legal and regulatory requirements.

Corpay is dedicated to encouraging a supportive and inclusive culture among our employees. It is within our best interest to promote diversity and eliminate discrimination in the workplace. We seek to ensure that all employees and job applicants are given equal opportunities.