Role intent

• The Financial Planner is responsible to provide accurate, relevant and timeous management reporting that enables appropriate business decision making
• Coordinate the budgeting, forecasting and reporting cycles to facilitate a strong financial performance
• Provide statutory reporting requirements within the provided deadlines
• Analyse data to provide valuable insights
• This role will work with various Finance stakeholders including the Finance Manager to gather and validate information
• Works closely with line managers to build their financial acumen
• Promote a culture of continuous improvement

Responsibilities

• Work closely with the Financial Manager to give insightful input and commentary on the Financial (historic) reporting for their area (monthly)
• Provide accurate, timely and insightful financial reporting in a standardised format done quarterly (estimates) and annually (budget).
• Coordinate and facilitate strong financial performance through detailed business analytics and insights – focus on the highest costs, their associated drivers and establish KPIs that closely measure how the business performs against this.
• Complete the budget process through to approval – prepare the original budget, five-year plans and estimate for the business function. Distribute budget worksheets and relevant info and prepare budget schedules.
• Support the Finance Manager to compile and present budgets and capital submissions
• Attend monthly meetings with relevant budget holders and ensure that costs are controlled within budget. Review phasing of all budgets versus actual expenditure and assist budget holders with queries.
• Liaise with budget holders with regards to estimates and other changes and ensure major variances are investigated and support appropriate corrective actions withinthe company to get back on track 
• Perform capital project valuations (IRRs) and post investment analysis on key capital projects
• Review and improve score cards and related processes
• Engage in regular internal and external benchmarking.
• Participate in relevant meetings (i.e., monthly customer meetings, cost meetings for factory/service departments) as required.
• Routine tasks: Generate the cost reports; maintain the SAGE forecasting modules; capture factory budgets in SAGE and recon/upload budgets; provide CI support (Projects in Progress PIP Report); generate the Capital work in progress CWIP Report within SAGE and track capital project performance; provide information for HR Reporting (i.e., dashboard, HR Metrics, Social Investment); Develop and maintain favourable stakeholder relationships with various stakeholders; and manage Service Level Agreements
• Produce production reports for quarterly forecasting
• Produce the shut-down maintenance budget
• Promote and adhere to Group procedures, policies and guidelines, including, without limitation, those relating to SHERQ, Competition Law and Anti-Bribery and Corruption (ABC).