Financial Planning & Analysis (FP&A) Specialist

Qualifications and Experience

Minimum Required Qualifications and Experience

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.
• Minimum of 5–8 years’ experience in financial planning, business analysis, or related roles.
• Proven experience in process automation, leveraging AI models to streamline operations and reduce manual intervention.
• Strong project management and process improvement skills.
• Experience with ERP systems (e.g., Sage, SAP, Oracle, or similar).

Desirable Qualifications and Experience

• MBA, MSc Finance, or any postgraduate course in a related field.
• A professional qualification such as CA(Zambia), ACCA, CIMA, or CPA is highly desirable.
• Experience in NGO/donor-funded environments is an added advantage.
• Knowledge of Power BI or Tableau is a plus.
• Knowledge of donor regulations (e.g., USG, EU, SIDA, etc.).

Technical and Behavioural Competencies

• Strong financial modelling and analytical skills.
• Advanced Excel skills; proficiency in data visualization tools (e.g., Power BI).
• Strategic thinking with the ability to link financial insights to business outcomes.
• Excellent communication and presentation skills.
• High level of integrity and attention to detail.
• Ability to work cross-functionally and influence decision-making.

Key Performance Areas

Financial Planning and Analysis

• Preparing data-driven projections and sensitivity analyses that are aligning with RTCZ’s mission and strategic objectives, providing evidence-based recommendations for sustainable growth.
• Preparing financial analysis packs, dashboards, and variance reports for Management, translating complex data into clear insights.
• Providing proactive analysis on cost drivers, unit economics (e.g., cost per patient reached), and operational efficiency across programme interventions.
• Leading change management efforts to ensure the successful adoption of new processes or systems.

Budget Preparation and Oversight

• Developing budgets aligned with donor requirements and RTCZ strategic priorities, including multi-year budgets that are linked to strategic and funding pipeline projections.
• Ensuring budget alignment between programme targets, workplans, and financial resources, and facilitating budget review meetings to promote ownership and accountability.
• Developing activity-based and grant-specific budgets, grant budgets, budget narratives, RTCZ HQ support costs, and project budgets in collaboration with relevant departments.
• Reviewing, consolidating, and validating budgets to ensure accuracy, completeness, and alignment with funding ceilings, and validating budget uploads into the ERP and other financial systems.
• Tracking expenditure against budgets and proposing reallocation of resources to optimize use while maintaining service delivery and mission impact.
• Developing rolling forecasts and scenario-based financial models aligned to funding pipelines and programme scale-up plans.
• Overseeing the implementation of the RTCZ Budget Management Policy and drafting Standard Operating Procedures (SOPs) to strengthen budget control and discipline across all departments.

Cost Management and Process Optimizations

• Calculate and track key financial metrics (e.g., liquidity, cost recovery rate) and conduct related risk assessments.
• Collaborate with programmes, finance, and operations teams to map financial and budget execution workflows, identify bottlenecks, and propose system and process enhancements to reduce waste and improve resource utilization.
• Track variances on a monthly/quarterly basis, flag overruns early, and provide actionable recommendations to Management on corrective actions and cost containment measures.
• Develop cost benchmarks across departments, geographic locations, and program interventions to support data-driven decision-making and continuous efficiency improvements.
• Work with Shared Services and IT to improve budgeting, procurement, and expense tracking modules within the ERP, ensuring automated controls and real-time visibility into cost performance.

Special Analytical Projects and Decision Support

• Leading deep-dive strategic analyses, e.g., modeling the financial impact of process transitions and identifying cost reduction opportunities that protect donor deliverables.
• Conducting post-implementation reviews of major investments or initiatives, comparing actual outcomes (financial and operational) to the original business case and identifying lessons learned.
• Developing and maintaining a library of reusable analytical models for common decision-support questions, significantly reducing response time for ad-hoc requests.
• Performing benchmarking analysis to identify performance gaps, best practices, and improvement opportunities.

Business Process Reviews and Automations

• Standardizing and automating the annual budgeting and reforecasting workflow.
• Identifying and implementing automation opportunities (e.g., Power Query, ERP enhancements) that are reducing manual effort, eliminating errors, or shortening processing cycles.
• Monitoring the effectiveness of automated processes through defined metrics (e.g., processing time, error rates, user compliance) and driving continuous improvement initiatives.
• Reviewing end-to-end business processes (e.g., procure-to-pay, record-to-report) to identify inefficiencies, duplication, and control gaps.

Application Procedure

Applications in the form of a cover letter and CV must be submitted to Vacancy11@righttocare.org NOT later than 12th May 2026.

Only shortlisted candidates will be contacted.