Financial Planning Manager

2 days ago

Muscat, Muscat, Oman beBee Careers Full time

**Senior Financial Analyst - Business Planning Specialist**

We are seeking a highly skilled Senior Financial Analyst to lead financial planning and business development initiatives. The ideal candidate will have expertise in financial modeling, investment evaluation, and strategic advisory.

  • Develop and maintain comprehensive 3-statement financial models, scenario analysis, and cash flow forecasts.
  • Build business plans and budget models tailored to SMEs and startups across various industries.
  • Analyze cost structures, margins, and pricing strategies to support decision-making.

**Fundraising & Investor Support**

  • Prepare investor-ready pitch decks, financial summaries, and business teasers.
  • Support clients through fundraising rounds with modeling, documentation, and Q&A.
  • Liaise with banks, investors, and grant agencies on behalf of clients.

**Dashboard Reporting & Performance Analysis**

  • Design financial dashboards and track KPIs using Excel, Google Sheets, or Power BI.
  • Monitor client financial performance, identify trends, and provide actionable insights.
  • Present monthly and quarterly reports to business owners and board members.

**Investment Evaluation & Strategic Advisory**

  • Evaluate investment opportunities and projects using IRR, payback period, and sensitivity analysis.
  • Draft investment memos and provide financial insights to guide capital decisions.
  • Benchmark client performance against industry norms and investor expectations.

**Accounting Collaboration & Financial Accuracy**

  • Work closely with the accounting team to validate financial data and ensure reliable reporting.
  • Understand and apply core accounting principles (IFRS or local GAAP).
  • Review trial balances, support audits, and ensure proper documentation.

**Key Qualifications:**

**Education & Certification**

  • Bachelor's degree in Finance, Accounting, or related field.
  • CFA Level 3, ACCA qualified, or equivalent certification preferred.

**Experience**

  • Minimum 3 years of experience in financial planning, corporate finance, investment advisory, or a similar role.
  • Demonstrated experience in financial modeling, business planning, and stakeholder reporting.
  • Exposure to SME/startup environments, consulting, or professional services preferred.

**Technical Skills**

  • Advanced Excel skills; ability to build financial models from scratch.
  • Proficient in PowerPoint and professional presentation preparation.
  • Familiarity with ERP systems (Odoo is a plus), and dashboard tools like Power BI or Google Data Studio.

**Soft Skills**

  • Strong communication and interpersonal skills with the ability to engage directly with clients.
  • Analytical, structured thinker with a hands-on, solution-oriented mindset.
  • Ability to manage multiple priorities and work independently under minimal supervision.

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