Commercial Planning Analyst

Job description

The Commercial Planning team is responsible for delivering financial planning and analysis at a department and engagement level for KPMG's Managed Services. This is done through financial modelling and data analysis to create Pricing Models and Capacity Plans which underpin financial forecasts and reporting. The team helps the business to manage operations and make key business decisions to achieve its goals.

The successful applicant will be responsible for the delivery and maintenance of capacity planning financial models and financial forecasts for multiple engagements. The role will provide analysis of data regarding operations and financial performance to proactively identify performance trends and report these to operations.

The role holder will work with the other members of the team and Operations Management to ensure optimum deployment of operational resource against plans and performance against financial targets. The ability to engage and communicate with stakeholders, including at a senior level is essential.

The role will involve working with several internal functions e.g. Operations Support, Technology Development and multiple Operation engagements within Managed Services, so the ability to proactively build and maintain internal networks will be key to the success of the role.

This in an entry level role so would be best suited to a recent graduate or someone looking for a career change, however all levels of experience will be considered.

Deliverables

• Complete data and statistical analysis to evaluate performance, provide insight, challenge performance and forecast future trends

• Monitor actual performance against plan and make decisions to ensure business objectives are maintained

• Define data requirements for analysis and contribute to the development of tools which capture information

• Develop and maintain financial models which forecast engagement headcount requirements, financial performance and complete 'what if' analysis

• Engage with operations to develop knowledge of processes

• Convert financial model outputs into operational plans and targets

• Create engagement reports which summarise performance evaluation, forecasts and highlight risks/areas for concern

• Input to the development and effective reporting of engagement budgets, covering resourcing, costs and expenses to meet commercial objectives and targets

• Contribute to department level financial reporting (P&L)

• Adhere to governance processes and proactively flag issues and potential risks

• Report issues or concern and/or business incidents to Pricing & Planning Lead and/or Senior Leadership

• Build relationships to enhance management of activities across sites

Essential Experience

• Degree educated, preferably in Mathematical, Operational Research or Physical Science based subject
• Use of Microsoft Office

Desirable Experience

• Experience in mathematical modelling using Microsoft Excel
• Budgeting, forecasting and planning experience in an operational environment
• Background in Financial services industry

Skills

• Strong analytical and problem solving skills
• Knowledge of data and statistical analysis methodology
• Attention to detail
• Stakeholder management
• Adherence to governance principles
• Commercial awareness Core Competencies
• Integrity
• Planning & Organisation
• Interpersonal Effectiveness
• Decision Making
• Commercially Focused
• Creative thinking