Financial Planning & Analysis Expert - 6-Month Engagement

Location: Muscat, Oman.
Years of Experience: 6-10 years of relevant experience.
Project Duration: 6 months.
Working Arrangement: on-site.
Language Requirements: Fluency in English (written and spoken).

The FP&A Expert will work closely with the client to deliver comprehensive financial diagnostics, enhance financial control processes, and implement effective planning and reporting frameworks. This role will be pivotal in developing a fully integrated Annual Business Plan, improving liquidity management, supporting restructuring initiatives, and building FP&A capability within the organization. The expert will provide high-level financial analysis, ensure alignment with strategic objectives, and guide the finance team through process enhancements and knowledge transfer.

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Key Requirements

• 6–10 years of experience in FP&A, strategic finance, or business planning across various business cycles, including growth, turnaround, and restructuring.

• Proven experience supporting strategic financial planning, capital investment evaluation, and M&A transactions.

• Demonstrated expertise in managing financial accounts, budgets, rolling forecasts, and working capital optimization.

• Ability to support debt refinancing, restructuring, and lender negotiations, with knowledge of repayment schedules and leveraged finance metrics.

• Experience in cash flow management, forecasting, and liquidity stress testing.

• Proficiency in generating and interpreting management reports, dashboards, KPIs, and financial ratios.

• Demonstrated skill in building dynamic 3-statement financial models and executing scenario analyses.

• Solid understanding of IFRS financial principles and financial statement interpretation.

• Proven experience with industry-specific financial knowledge (e.g. food, agribusiness, FMCG, manufacturing).

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Preferred Qualifications

• Professional certifications such as CFA, CMA, or CPA.

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Other Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, or Business Administration.

• Soft Skills: Strong analytical thinking, problem-solving capabilities, and stakeholder engagement skills.

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Key Responsibilities

1. Diagnostic & Immediate Stabilization

• Conduct a full financial diagnostic, evaluating current budgeting, planning, debt, and working capital processes.

• Review and align reporting systems, charts of accounts, and cost centers to ensure consistency with group-level standards.

• Launch a 13-week cash flow forecast and introduce liquidity governance protocols.

• Validate underlying assumptions used in prior financial plans for accuracy and relevance.

2. Business Planning & Financial Control Setup

• Lead the creation of a fully integrated Annual Business Plan (ABP) covering revenue, cost structures, capex, cash flow, and debt requirements.

• Ensure the ABP aligns with group-wide strategic and operational objectives.

• Implement rolling forecasts and systematic variance analysis.

• Establish financial and operational control dashboards for KPI and strategic tracking.

• Develop a debt servicing calendar and initiate lender communication protocols.

3. Restructuring, Capability Building & Transition

• Design and model restructuring scenarios, assessing impacts on financial metrics such as DSCR, EBITDA, and equity position.

• Support lender, supplier, and creditor negotiations as required.

• Develop enduring FP&A SOPs, workflow diagrams, and approval authorities.

• Assess the finance team’s skills, provide targeted training, and mentor team members.

• Prepare and execute a transition plan for permanent FP&A resources, including onboarding and handover documentation.

• Monitor and report on the effectiveness of implemented reforms using performance dashboards.

4. Deliverables

• Annual Business Plan (financial & operational).

• Monthly MIS package (P&L, cash flow, KPIs).

• Rolling 13-week cash flow forecast with variance analysis.

• Working capital improvement plan and dashboard.

• Debt restructuring recommendation paper (if applicable).

• SOPs and process maps for planning, reporting, and liquidity control.

• Capability assessment and training documentation.

• Transition and handover report.

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