Financial Planning & Analysis (Group Reporting)

BTI Executive Search Pte Ltd; Kuala Lumpur; On-site; MYR 250,000 - 300,000; Full time

Job summary

A well-established financial institution in Kuala Lumpur is seeking an FP&A Manager. This strategic role involves leading forecasting, budgeting, and financial planning processes, providing insights for management decisions, and driving automation in financial reporting. Candidates should have a degree in finance or accounting, at least 4 years of experience in banking or financial services, and strong analytical skills. Join a collaborative team where your input influences key financial outcomes.

Qualifications

• Minimum 4 years of experience in banking or financial services.
• Strong knowledge of finance, accounting, budgeting, and GAAP.
• Proven ability in budgeting/forecasting and profitability analysis.

Responsibilities

• Lead forecasting and budgeting processes for the group.
• Provide insightful monthly performance analysis.
• Drive process improvement and automation for financial reporting.

Skills

Analytical mindset

Attention to detail

Organizational skills

Microsoft Excel

Microsoft PowerPoint

Education

University degree in accounting or finance

Professional accounting qualification (CPA, chartered accountant)

MBA

Job description

Financial Planning & Analysis (Group Reporting)

Financial Planning & Analysis Manager (Group Reporting)

We are partnering with a well‑established financial institution to recruit an FP&A Manager, responsible for group‑level forecasting, budgeting, and financial planning & analysis. This is a high‑impact role with significant visibility across business units, perfect for a finance professional with strong analytical capability and banking/financial services background.

Lead the group‑wide forecasting, budgeting and financial planning process, translating strategic plans into actionable budgets, and guiding resource allocation for optimal profitability.

Manage monthly forecasting updates for the group, entities, and individual lines of business in collaboration with finance and business leaders.

Provide regular and insightful monthly performance analysis to inform management and board‑level decision‑making.

Collaborate with business finance teams and investor relations function to align financial plans with business strategy.

Drive continuous process improvement and automation to streamline financial reporting, forecasting and budgeting workflows.

Participate in finance projects that support organizational growth, cost control, and profitability enhancement.

Demonstrate strong decision‑making aligned with overall team and corporate goals; contribute to team development and knowledge sharing.

University degree in accounting, commerce, finance, business management or a related discipline. Professional accounting qualification (e.g. chartered accountant, CPA) or MBA is a plus.

Minimum 4 years of banking or related financial services experience (or equivalent experience in complex financial environments).

Strong knowledge of finance, accounting, budgeting, cost control principles and GAAP.

Proven ability in short‑term and long‑term budgeting/forecasting, rolling budgets, and product‑line profitability analysis.

Analytical mindset with high attention to detail, excellent organisational skills, ability to prioritise and meet deadlines.

Advanced proficiency in Microsoft Excel and PowerPoint (or equivalent tools) for financial modelling and reporting.

Self‑motivated, highly driven, with a strong “get‑it‑done” attitude and the ability to work under pressure independently.

🔹 What Makes This Role Attractive

Lead finance strategy and decision‑making at group level for a significant financial institution — your work directly impacts business direction and profitability.

Highly visible, strategic role with exposure to senior leadership and potential influence over key financial outcomes.

Opportunity to shape and optimise financial processes, drive automation, and contribute to long‑term financial health and growth.

Be part of a collaborative finance team where professional growth, analytical excellence, and financial stewardship are valued.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Malaysia?
• What's your expected monthly basic salary?
• Which of the following types of qualifications do you have?
• How many years' experience do you have as a Financial Planning Role?