Senior Manager, Financial Planning & Analysis

Education & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related analytical field.
  
• CPA(K), ACCA, CFA Level II, or an equivalent professional qualification.
  

Experience

• Minimum 6 years of progressive finance experience, including at least 2 years in FP&A, modelling, or strategic finance.
  
• Experience preparing investor or Board-level reporting.
  
• Proven ability to connect financial analysis to strategic recommendations.
  
• Experience in multi-site, service, or healthcare settings is an added advantage.
  

Skills & Personal Attributes

• Strong financial modelling, forecasting, and data analysis skills.
  
• Comfortable working with complex datasets and translating insights into action.
  
• Excellent communication skills, especially for non-finance audiences.
  
• Advanced Excel/Google Sheets and familiarity with Xero, Power BI, or similar systems.
  
• Highly organized, meticulous, and dependable.
  
• Collaborative mindset with the ability to influence across functions.
  
• A bias toward execution, continuous improvement, and learning agility.
  

Financial Modelling & Forecasting

• Build, maintain, and refine financial models that support short-, medium-, and long-term planning.
  
• Produce monthly rolling forecasts with clear variance explanations and insights.
  
• Run scenario analyses on revenue growth, cost optimization, expansion, and funding options.
  
• Integrate new medical centres, capex plans, and major strategic shifts into models.
  
• Conduct stress tests to assess financial resilience and present actionable insights.
  
• Translate model outputs into recommendations for leadership and investor materials.
  

Budgeting & Performance Tracking

• Support the full budgeting cycle, partnering with department leads to translate operational plans into financial projections.
  
• Prepare and organize key budgeting inputs, including P&Ls, capex, and MA (Management Accounting) templates.
  
• Align actuals to budget and ensure the accuracy of all financial inputs across teams.
  
• Lead bi-annual budget reviews and support margin-improvement initiatives through data-driven analysis.
  
• Build systems that surface performance opportunities across labor, cost utilization, and productivity.
  

Investor & Board Reporting

• Prepare monthly, quarterly, and ad hoc investor and Board decks with clear, insightful narratives.
  
• Ensure all reporting is accurate, consistent, and validated across accounting, HR, and operations.
  
• Develop dynamic dashboards for leadership and Board visibility on key performance metrics.
  
• Support deep-dive analysis on trends, risks, and strategic opportunities.
  

Systems, Processes & Analytical Discipline

• Maintain data integrity across Xero, Power BI, and FP&A models.
  
• Work with accounting to strengthen the month-end close process for timely analysis.
  
• Streamline budgeting, forecasting, and reporting workflows.
  
• Introduce new analytical tools and benchmarks to elevate FP&A maturity.
  
• Support group-level audit outcomes through robust analysis and variance commentary.
  
• Ensure FP&A practices meet internal control, data privacy, and audit-readiness standards.
  

Culture & Collaboration

• Model Penda’s culture of accountability, clarity, and continuous improvement.
  
• Build trust across teams by communicating insights in operationally relevant terms.
  
• Serve as a thought partner to the Head of Finance on strategy, investment decisions, and resource allocation.
  
• Engage constructively with cross-functional teams and uphold Penda’s values in all interactions.
  

Success Looks Like

• Leadership, investors, and the Board have clear visibility into financial health and performance trends.
  
• Financial models are reliable, insightful, and aligned with operational realities.
  
• Forecasts and budgets are timely, accurate, and strategically grounded.
  
• Investor and Board materials are crisp, data-rigorous, and compelling.
  
• The finance function operates with strong analytical discipline and cross-functional trust.
  
• The Senior Manager FP&A is seen as a strategic advisor and a steady, reliable partner.