Financial Planning Specialist

Financial Planning Specialist

With a global perspective to investment management over the years, our service delivery and asset management best practices reveal that we play a key role in investors' lives, which provides a solid foundation for our core brand idea and value proposition - 'Realising Ambitions'.

Our current client base includes private sector institutions, public sector ...

Financial Planning Specialist Job Type: Full Time Qualification: BA/BSc/HND Experience: 3 - 5 years Location: Lagos City: Victoria Island Job Field: Finance / Accounting / Audit

Role Description: The Financial Planning Specialist is a full-time, on-site role based in Victoria Island, Lagos.

This role is responsible for developing and maintaining financial plans, budgets, and forecasts to support strategic and operational decision-making. Responsible for building and maintaining detailed day-to-day financial models, performing variance analysis, and ensuring data integrity across financial planning systems. Supports the team in analysing and developing reports for assigned projects.

Qualifications

• Relevant academic background such as a bachelor’s degree in Finance, Accounting, Economics, or a related field; professional certifications (e.g., CFA, ACCA, CPA) are an advantage.
• Experience: 3-5+ years of experience in financial analysis or planning.
• Candidates should possess strong Financial Planning and Finance skills, including budgeting, forecasting, and financial modelling.
• Candidates should possess solid Analytical Skills to interpret complex data, identify trends, and support data-driven decisions.
• Candidates should possess Accounting and Financial Reporting skills to ensure accurate records and timely management reports.
• Candidates should possess proficiency in spreadsheet and financial analysis tools (e.g., Excel, financial software) and a strong attention to detail.
• Experience in real estate, infrastructure, or project-based environments in emerging markets is beneficial.

RESPONSIBILITIES

• Financial Planning and Analysis

• Build and maintain detailed financial models for assigned projects using Excel and other financial planning tools.

• Update existing financial models with actual performance data and revised assumptions.

• Perform sensitivity analysis and scenario modelling to assess project outcomes.

• Review financial models for accuracy and consistency with established standards.

• Document model assumptions, calculations, and methodologies.

• Data Collection and Forecasting

• Gather financial and operational data from various departments (Sales, Operations, etc.).

• Validate data accuracy and completeness, investigating and resolving discrepancies.

• Analyze historical data to identify trends and patterns for forecasting.

• Support the development of project budgets and forecasts.

• Maintain databases of historical performance metrics and assumptions.

• Financial Reporting

• Prepare monthly/quarterly financial performance reports for assigned projects.

• Create clear and concise presentations of financial analysis for management review.

• Generate standard and ad-hoc reports as requested by team leadership.

• Ensure reports are delivered according to established timelines.

• Design and update reporting templates to improve efficiency.

• Variance Analysis

• Compare actual project performance against budgeted figures.

• Identify significant variances and investigate root causes.

• Document explanations for variances from stakeholders.

• Track and report on key performance indicators.

• Suggest potential corrective actions based on variance analysis.

• Project Support

• Participate in project review meetings to provide financial insights.

• Support the development of business cases for new initiatives.

• Assist in financial evaluation of project alternatives.

• Maintain project documentation and files.

• Collaborate with cross-functional teams to gather required information.

• Data Management

• Ensure data integrity in financial planning systems.

• Maintain organised records of all financial analyses and reports.

• Document processes and procedures for financial planning activities.

• Support process improvement initiatives.

• Keep track of version control for financial models and reports.

• Team Support

• Assist senior team members with complex analyses and special projects.

• Contribute to the development of best practices and standards.

• Help prepare materials for management presentations.

• Support knowledge sharing within the team.

• Flag potential issues or concerns to team leadership promptly.