FP&A Analyst Portugal
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**Job Description**
**Purpose of Role**
The Financial Planning & Analysis Analyst (FP&A) – Portugal provides direction, information, support, guidance and training to the local finance teams, working closely with them, to successfully complete the part of the Finance tasks, for the Iberia region, which are:
– to be responsible for the coordination, consolidation, review and challenge of management and business performance reporting, for the schools in the Iberia region
– to provide information, support, guidance and training to the regional management and the school finance teams to successfully perform their tasks, namely to ensure effective communication and clear understanding of management reporting, key performance indicators and analysis against budgeted targets to the school, regional and group Management;
**Key Responsibilities**
Management Reporting, Analysis and Interpretation: –
· Work closely with the Regional Financial Controller for Iberia, to ensure all schools report timely and accurate management reporting information, and KPI data, into the NetSuite transaction and consolidation system, in accordance with internal deadlines.
· Prepare, review, understand and challenge monthly school management performance reporting and commentary, comparing actual P&L performance to budget, forecast (when applicable) and prior year.
· Produce a monthly regional consolidated management reporting pack on a full year proforma basis, showing actual performance versus budget/forecast and prior year.
· Ensure accurate, useful and insightful analysis and interpretation of P&L and KPI variances, to allow senior management, to assess performance and make strategic business decisions.
· Ensure completion of additional supporting analysis as required, on a monthly, quarterly and/or annual basis, to satisfy ISP’s Group internal reporting requirements.
· Collect, consolidate, interpret and distribute regular KPI reports, providing enrolment and staffing data and trends. Ensure KPI data is verified back to source systems and/or documentation.
· Participate in the annual target setting for school enrolments and monitor progress throughout the enrolment process.
· Manage and coordinate the annual budgeting and annual forecasting process for the region and schools, in accordance with internal deadlines. Review and challenge submissions to ensure reasonable based on past performance and current trends.
· Ensure a comprehensive understanding of the assumptions, underlying the school/regional budgets and annual forecasts, including key data assumptions and performance indicators, such as student enrolments, employees, fee increases, fee discounts, inflation, capital investments etc.
· Prepare capital investment plans and associated funding requests for review by the Regional team and for approval by the Group.
· Monitor approved Capex investment plan assumptions against actual expenditure monthly and highlight deviations from approved spend.
· Support on the set up of the following year prices
· Ad hoc tasks and responsibilities, as required by the role.
Financial and Reporting Systems:
· Work closely with the regional and school teams to evaluate how the Financial Systems can be developed to facilitate an efficient reporting process across the region.
· PBCS Implementation, Administration & Support. Organise and coordinate training as required
Regional Partnering and Commercial Support:
· Develop a regional partnering approach, providing guidance, advisory support and analysis to the school finance and school management teams, to support the ongoing development and growth of the Iberia region.
· Participate in review calls, or face to face meetings, where possible, with the school finance and school management teams, to provide an overall understanding of matters impacting school or regional performance against budgets, forecasts and year and over performance.
· Ensure full understanding of the key underlying drivers of the performance and provide support in evaluating actions to mitigate deviations from targets.
· Support the regional management teams in acquisition and finance integration matters for acquired schools in the Iberia region.
· Understand and consolidate a regular summary of business and financial risks and opportunities, which could impact the delivery of the financial targets and forecasts.
**Skills, Qualifications and Experience**
· Professional Qualified Accountant
· 5 years+ of Financial Reporting experience, preferably in a multi-currency environment
· Prior experience in using the NetSuite/PBCS applications or any other ERP systems would be advantageous
· Excellent knowledge of MS Office applications is needed (Excel, Word, PowerPoint)
· Ability to build good working relationships with all members and levels of the organization
· A methodical, highly organized approach to the execution of assigned tasks and responsibilities
· Ability to work in a fast-paced environment
· Attention to detail, strong writing, interpersonal and communication skills
· Positive, proactive, passionate, personable, results orientated, ambitious professional, who is keen to progress within a global organization
· Cross-functional teamwork experience
· Up-to-date International Technical Accounting Standard knowledge
· Fluent written and spoken English and Spanish a requirement. Additional language skills an advantage
· Diplomacy and consensus building skills to establish trust and credibility
· Ability to handle confidential information with maturity and discretion
· Capacity to take initiative and solve problems with minimal supervision
· Previous experience of staff supervision and management
· Ability to travel overseas occasionally
· Previous experience working in the education sector would be an advantage, but not essential
**ISP Commitment to Safeguarding Principles**
ISP is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. All post holders are subject to appropriate vetting procedures, including an online due diligence search, references and satisfactory Criminal Background Checks or equivalent covering the previous 10 years’ employment history.
**ISP Commitment to Diversity, Equity, Inclusion, and Belonging**
ISP is committed to strengthening our inclusive culture by identifying, hiring, developing, and retaining high-performing teammates regardless of gender, ethnicity, sexual orientation and gender expression, age, disability status, neurodivergence, socio-economic background or other demographic characteristics. Candidates who share our vision and principles and are interested in contributing to the success of ISP through this role are strongly encouraged to apply.
**ISP Principles**
**Begin with our children and students**. Our children and students are at the heart of what we do. Simply, their success is our success. Wellbeing and safety are both essential for learners and learning. Therefore, we are consistent in identifying potential safeguarding
and Health & Safety issues and acting and following up on all concerns appropriately.
**Treat everyone with care and respect**. We look after one another, embrace similarities and differences and promote the well-being of self and others.
**Operate effectively.** We focus relentlessly on the things that are most important and will make the most difference. We apply school policies and procedures and embody the shared ideas of our community.
**Are financially responsible.** We make financial choices carefully based on the needs of the children, students and our schools.
**Learn continuously.** Getting better is what drives us. We positively engage with personal and professional development and school improvement.
**ISP Commitment to Safeguarding Principles**
ISP is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. All post holders are subject to appropriate vetting procedures, including an online due diligence search, references and satisfactory Criminal Background Checks or equivalent covering the previous 10 years’ employment history.
**ISP Commitment to Diversity, Equity, Inclusion, and Belonging**
ISP is committed to strengthening our inclusive culture by identifying, hiring, developing, and retaining high-performing teammates regardless of gender, ethnicity, sexual orientation and gender expression, age, disability status, neurodivergence, socio-economic background or other demographic characteristics. Candidates who share our vision and principles and are interested in contributing to the success of ISP through this role are strongly encouraged to apply.