Planning & Performance Analyst

Planning & Performance Analyst United Kingdom - South East - Sunbury Role synopsis The Downstream Functions Planning & Performance Analyst supports the Downstream Functions Performance Manager with the Planning, Performance insight and Reporting of the Downstream Functional charges and Head Office costs. Total costs within scope are in excess of $1 Billion. The Senior Downstream Planning & Performance Analyst supports the Performance Manager with the Planning, Performance insight and Reporting of the SPU or function to support the optimisation of business performance. The Planning & Performance Analyst applies a Finance lens and deep understanding of Head Office issues and priorities to form a consolidated view of Head Office performance. The role supports the Segment by translating this view of performance to provide insights for informing decisions and ensuring financial implications are integrated into the forward view of operational in year performance. The Planning & Performance Analyst provides support to the Head of Downstream Technology in relation to all Finance matters. Including, Plan, GFO, Strategy Refresh and Actuals reporting. The Planning & Performance Analyst is responsible for supporting the Head Office planning process and producing core performance data which includes the timely and accurate reporting of the GFO, MI and also oversees the reporting processes conducted in GBS. From time to time, the Performance Analyst will support project activities/ ad hoc investigations within the Functions / Segment ensuring financial data is reasonable and supports appropriate decision making. The Planning & Performance Analyst is responsible for running the Functions Database and for supporting the Downstream Oil Services Agreement (OSA) which ensures tax optimisation of recharges across all Downstream entities. Key accountabilities Planning Supports the Head Office Plan process, preparing and consolidating data and preparing variance analysis, reporting on Financial outcomes key messages and trends for the Functions and Head Office. Lead the Downstream Technology Plan and Strategy Refresh process including timetable, templates and communications with teams. Consolidate and present findings to the Head of Downstream Technology. Proactively identifies and investigates data discrepancies and escalates issues to the Downstream Functions PPR Manager. Communicates analysis, drawing insights and highlighting areas where performance targets are not being met vs. strategic objectives and financial framework. Performance Insights Translates a view of financial performance for Head Office using extracted data from hosted systems (such as SAP/FBW, EP2). Partners with other functions, business and GBS stakeholders to analyse financial performance and articulates underlying delivery of actuals on a monthly basis. Provides detailed analysis of focus areas of performance and trends including presentation to the segment of insights and recommendation of interventions required. Works closely with the functions to explain and simplify performance, planning and reporting output to help the Segment Executive Team (SET) make decisions. Assists in the embedding of ways of working and effective integration with GBS to ensure reports are produced consistently and accurately. Completes special projects / ad hoc work as directed by the Downstream Functions MI Manager to financialise project outcomes and implications. Works with GBS to continually streamline and automate the monthly journals and Cost Centre reporting processes in order to create space to perform better quality review and commentary. Performance Reporting Manages the Functions Data Base (FDB) MI system to ensure robust processes including system input and output, and that the data is available to the business in line with GFO and Plan timelines. Support the Oil Services Agreement (OSA) ensuring tax optimisation of recharges across all Downstream entities in support of GBS who manage the OSA process. Consolidation of the Technology costs across the Segment for the Head of Downstream Technology and providing appropriate insights Supports the functions with reporting processes, explaining accounting concepts and terminology in a simple, easy-to-understand manner. Ensures Downstream functions and Head Office transactions and results are recorded, reported and forecasted with integrity, transparency and in a timely manner in accordance with financial and control policies. Engages with key stakeholders and assists in the preparation of financial reports combining financial skills with business acumen whilst providing an independent perspective, relevant challenge and verification. Bridges the gap between financial reporting and Functions understanding by measuring and providing commentary on forecast variances to facilitate decision-making and ensure forecasts remain accurate and robust. Identifies strategic and financial risks, and provides an independent view point to evaluate both opportunities and impact of risks on performance. Business Partnering Maintains strong relationships with other business stakeholders (e.g. Group Functions, Downstream Functions, Technology teams, Downstream businesses and GBS) Develops relationships with the wider Finance team and Business Leads to identify and enable simplification opportunities within the extended business. Provides coaching and training to the business on the Financial outcomes and major dependencies. Ability to prioritise a varying workload at short notice to meet competing deadlines. Essential Education Bachelor Degree/accounting qualification desirable Strong IT skills and data manipulation Essential experience and job requirements Technical Capabilities Financial Accounting & Reporting Applies IFRS and GRM to consolidate financial information and ensures that the information captured is accurate and complete and represents a single version of the truth level 2 Integrated Planning Coordinates planning activities, engages stakeholders and creates robust and viable plans aligned to strategy level 3 Leading Sustainable Change Actively identifies change and improvement opportunities and supports project delivery level 2 Performance Insights Contributes to effective performance management through accurate financial data analysis level 3 Behavioural Capabilities Safety Demonstrates personal responsibility for the safety and wellbeing of everyone around me Respect Build strong relationships based on trust and honest discussion Excellence Plan carefully, make well-informed decisions and do the right thing Courage Aim to create enduring value despite the short-term pressures I face One team Enable others to trust me by delivering on my accountabilities and standing by decisions when they are made.