Financial Planning Analyst

Role Overview

The role holder is responsible for monitoring key business indicators and preparing the financial analysis, commentaries and presentations for Otis – KSA. The role holder drives controls on the annual budget and strategic plan processes to track monthly and quarterly financial forecasting. The role holder shall carry out his duties in accordance with the stipulated business policies and procedures.

• Prepares the financial analysis for monthly management reports, quarterly forecasts, annual budgets and long term strategic plans for Otis – KSA.
• Monitors key business indicators, highlighting trends and analyzing causes of change or negative variances and provides recommendations to management to facilitate decision making.
• Executes benchmarking analysis, financial analysis, commentaries and presentations for executive review meetings including regional reviews.
• Responsible for reporting on Otis – KSA's business & variance analysis of financial results, planning updates, management highlights and development of pipeline projects status updates.
• Drive controls on the annual budget and strategic plan processes including agreement on assumptions, consolidation, analyzing Otis – KSA's submissions, communicating financial targets and strategic plan platforms.
• Prepares executive story boarding, business review presentations, management updates on forecasts, budgets & strategic financial plan.
• Manages the monthly and quarterly financial forecasting and reporting process for Otis KSA.
• Participates in the development of complex financial models for consolidation and variance analysis, what if scenarios/sensitivity analysis based on business drivers.

• Bachelor’s degree in Finance/Accounting or equivalent.
• Master’s degree in Finance/Accounting is preferred.
• Relevant certification such as Chartered Certified Accountant (CCA) or equivalent is preferred.
• Minimum of 5 years of relevant experience in performing financial planning at an enterprise level for a matrixed organization.
• At least 4 years in positions of progressively increasing responsibilities.
• Fluent written and spoken English essential, Arabic preferred.

Otis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at