Planning & Performance Associate

Wisayah Investment Company; Dhahran Compound; On-site; SAR 180,000 - 300,000; Full time

Job summary

Wisayah Investment Company seeks a Planning & Performance Associate to support planning and performance management activities. The role involves monitoring corporate and departmental KPIs, producing reports and dashboards, and supporting board reporting processes to drive accountability and strategic execution.

The ideal candidate has a strong foundation in finance or business administration, with analytical skills, attention to detail, and proficiency in Excel and PowerPoint.

Qualifications

• Bachelor's or Master's degree in Finance, Accounting, Business Administration, or a related discipline.

Responsibilities

• Support the implementation and governance of the planning and performance management framework.
• Monitor, track, and report on corporate KPIs and performance initiatives.
• Analyze performance data and prepare reports, dashboards, and insights for management.
• Support the preparation of quarterly, mid-year, and annual performance reviews.
• Develop and maintain corporate and departmental scorecards.
• Review KPI results and supporting evidence to ensure accuracy, completeness, and alignment with objectives.
• Support reporting and presentations for executive management, committees, and the Board.
• Facilitate performance-related meetings, workshops, and stakeholder discussions.
• Contribute to continuous improvement initiatives that strengthen organizational performance and accountability.

Skills

Performance management

KPI development

Reporting methodologies

Analytical skills

Stakeholder management

Excel & PowerPoint

Education

Bachelor's or Master's in Finance, Accounting, Business Admin

Tools

Excel

PowerPoint

Reporting tools

Job description

The Planning & Performance Associate supports the organization's planning and performance management activities by monitoring corporate and departmental KPIs, coordinating performance reporting, conducting analysis, and supporting management and board reporting processes. The role works closely with business units and management to drive accountability, enhance performance measurement, and support the achievement of strategic objectives.

Responsibilities

• Support the implementation and governance of the planning and performance management framework.
• Monitor, track, and report on corporate and departmental KPIs and performance initiatives.
• Analyze performance data and prepare reports, dashboards, and insights for management.
• Support the preparation of quarterly, mid-year, and annual performance reviews.
• Develop and maintain corporate and departmental scorecards.
• Review KPI results and supporting evidence to ensure accuracy, completeness, and alignment with established objectives.
• Support reporting and presentations for executive management, committees, and the Board.
• Facilitate performance-related meetings, workshops, and stakeholder discussions.
• Contribute to continuous improvement initiatives that strengthen organizational performance and accountability.

Qualifications

• Bachelor's Degree or Masters' Degree in Finance, Accounting, Business Administration, or a related discipline.

Required Skills

• Strong understanding of performance management, KPI development, and reporting methodologies.
• Strong analytical and problem-solving skills.
• Ability to interpret performance data and provide actionable insights.
• Experience preparing reports, presentations, and management dashboards.
• Strong communication and stakeholder management skills.
• High attention to detail, organization, and quality standards.
• Proficiency in Microsoft Excel, PowerPoint, and reporting tools.

Preferred Skills

• Relevant experience in planning, performance management, financial analysis, management reporting, or related functions.
• Experience within the financial services industry is strongly preferred.
• Professional certifications such as CFA, CMA, or CPA are considered an advantage.
• Demonstrated experience supporting management reporting, KPI frameworks, scorecards, and organizational performance initiatives.