Position Description : Planning and Management Reporting Specialist Purpose of the job : The Planning and Management Reporting Specialist will support the divisions by producing standardised management packs, maintaining models and providing insight driven reports on a periodic basis to enable Finance Business Partners in strategic decision making.
This role will utilise the new Integrated Financial Planning (IFP) Forecasting tool to pre-populate initial plans per division, which will be revised and adjusted by the respective finance in business function.
Forming part of the Planning and Management Reporting Centre of Excellence, the PMR Specialist will be custodian of the IFP tool and provide support to the rest of the business when using it.
This role will support the PMR manager with the migration to rolling forecasting and the adoption of the integrated financial planning and reporting new way of work within TFG.
In addition, the role will explore opportunities to enhance and automate management reporting and planning, apply improvements and advise on corrective actions.
The PMR team is also responsible for the budgeting system (BPC) as well as the New Turnover Plus system. The PMR specialist will need to assist the Planning and Management Reporting Manager in the successful rollout and continuous enhancement of these system.
Job Requirements : Skills and attributes Thorough knowledge of accounting procedures and principlesVery good knowledge of finance and financial processesChange management mindsetStrong interpersonal skillsDigital and innovative acumenStrong analytical thinkingAbility to work under pressureProblem solving abilitiesExcellent communication skills Ability to conduct training to users Experience Minimum of 3 years of experience post qualification experienceBasic SAP BPC and Analysis for Office experience preferablePrevious management reporting experience preferableQualification CA(SA)Key Performance Areas : Support the PMR Manager in the preparation of the group executive summary;
Support the PMR Manager with the development and execution of standardised models, templates and processes for planning, budgeting and forecasting for TFG;
Prepare accurately and timeously the consolidated Group planning, budgets and forecast information as required for the PMR Manager’s approval;
Plan and prepare the draft plan, forecast and budget of assigned divisions across the business as per the required reporting period (this includes the 5yr plan) and deliver within pre-agreed timelines;
Ensure budget loading in SAP BPC is done accurately by all divisions and pulls through correctly to other relevant systems;
Identify, analyse and review budget variances and forecasts to identify trends, and provide support and insights to all finance divisions;
Support the development of standardised models, templates and processes for management reporting across the TFG business;
Support the PMR Manager in the adoption of consistent management reporting across TFG;Work closely with the PMR Manager and the Finance Projects and Systems Manager to automate management reporting and create predictive analytical insights and scenario planning to drive a proactive culture;
Prepare the management reporting packs for all divisions;Ensure that all month-end reporting is accurately and timeously reported and distributed to all divisions;
Conduct internal and external cross divisional (services and trading) comparative analysis;Identify opportunities to enhance management reporting and ensure / advise corrective action, including improvements on ROCE reporting;
Prepare value added reports and analyses to support Finance in business;Manage month end and year end reporting timelines and processes and distribute all management reports to all relevant and correct stakeholders in a timely manner.
Stakeholder RelationshipsActively support all relationships with the divisional Finance teams, Finance CoEs and the Finance Shared Services;
Ensure the engagement with relevant internal and external stakeholders within TFG.Preference will be given, but not limited to, candidates from designated groups in terms of the Employment Equity Act.