Financial Planning & Analysis at CapitalSage Technology Limited

About the job

• The FP&A – CapitalSage Technology role is responsible for supporting enterprise-wide financial planning, budgeting, forecasting, and consolidation activities. The role ensures accurate consolidation of financial results across entities, provides insightful variance analysis, and supports management decision-making through timely and reliable financial reporting.

Financial Planning & Analysis

• Support annual budgeting, rolling forecasts, and long-range planning processes.
• Prepare and analyze monthly, quarterly, and annual financial performance reports.
• Perform variance analysis (actual vs budget/forecast) and identify key business drivers.
• Partner with business units to understand performance trends and financial risks.
• Develop financial models to support strategic initiatives and scenario analysis.

Consolidation & Reporting

• Manage financial consolidation across multiple entities, geographies, or business units.
• Ensure accurate inter-company eliminations and reconciliation.
• Support month-end and quarter-end close processes related to consolidated results.
• Maintain consolidation schedules and ensure compliance with accounting standards.
• Assist in preparation of management presentations and board-level reports.

Systems & Process Improvement

• Improve consolidation processes, templates, and controls to enhance efficiency and accuracy.
• Support automation initiatives and system enhancements.

Compliance & Controls

• Ensure adherence to internal controls, accounting policies, and reporting standards.
• Support internal and external audits by providing financial data and explanations.
• Maintain documentation for consolidation assumptions and methodologies.

Requirements

• Bachelor’s degree in Finance or a related discipline; professional qualification preferred (ICAN and/or ACCA).
• Minimum of 7 years’ experience in FP&A, financial consolidation, corporate finance, or controllership, preferably within a multi-entity or multinational environment.
• Strong understanding of FP&A and financial consolidation concepts, with excellent analytical, problem-solving, and financial modeling skills.
• Advanced proficiency in Microsoft Excel, including Power Query, Pivot Tables, and complex formulas, with experience using ERP systems.
• Strong attention to detail, ability to manage tight deadlines, and effective communication and stakeholder management skills.