Financial Planning

Job Role:

The FP&A Specialist is responsible for overseeing and managing the organization's financial planning, forecasting, budgeting, and performance analysis. This role includes the preparation and analysis of financial reports, monitoring of key financial metrics (such as sales, expenses, profit margin), and ensuring alignment with business strategies. The FP&A Specialist will collaborate closely with cross-functional teams to develop financial models, manage budgets, and provide data-driven insights to support strategic initiatives.

Responsibilities:

• Oversee and manage the financial budget for the organization, ensuring that monthly, quarterly, and annual financial summaries are prepared in a timely and accurate manner.
• Prepare Profit & Loss (P&L) statements segmented by brand, category, product, sales channel, and customer, to support strategic adjustments aligned with organizational goals.
• Monitor and manage financial budget variances, identifying the root causes of unexpected results and suggesting corrective actions.
• Collaborate with the brand and product teams to plan and set short-term and long-term financial goals.
• Develop and prepare the Annual Budget Plan, which includes the following phases:
• FY Pre-Budget
• Re-Trend 04 (Actual data from January to April & projections)
• Re-Trend 07 (Actual data from January to July & projections)
• Continually improve and update financial projections and operating forecasts based on the latest data and business trends.
• Oversee and control the organization's expense operations to ensure adherence to vendor agreements and budget controls.
• Ensure that spending aligns with agreed terms and conditions for each key account and vendor.
• Monitor payments and collections to ensure compliance with vendor agreements (Credit Control).
• Manage cost control processes and analyze the financial impact resulting from changes in costs (e.g., price increases, new product price structures, etc.).
• Perform detailed cost analysis as requested, including evaluating the impact of new product development (NPD), price adjustments, and other strategic decisions.
• Provide financial simulations and scenario analysis to support management decision-making.
• Develop and maintain comprehensive dashboards and financial reports that track key performance indicators (KPIs), including sales, expenses, and profit margins.
• Analyze trends of KPIs and provide insights into the cause of any unexpected variances.
• Provide ad-hoc business performance reports to senior management and department leaders, assisting them with data-driven insights to inform their strategies.
• Collaborate with senior management and department leaders to provide data-driven analysis to support strategic business initiatives.
• Assist in developing financial models to evaluate the potential impact of various business strategies.
• Provide insights and recommendations to help the organization optimize its financial performance and achieve its goals.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or CFA preferred.
• Minimum of 5 years of experience in financial planning, analysis, and budgeting, ideally in a corporate or similar business environment.
• Strong understanding of financial statements, cost control, and financial modeling techniques.
• Expertise in Excel and financial modeling software; experience with BI tools (e.g., Power BI, Tableau) is a plus.
• Strong analytical, problem-solving, and presentation skills.
• Ability to work under pressure and meet deadlines while maintaining attention to detail.
• Excellent communication skills and the ability to collaborate with cross-functional teams.

Location: 1999/18 District Sriwara Soi Ladprao 94 Phlabphla Wang Thonglang Bangkok