165 Financial Planning Specialist jobs in the United Arab Emirates
Financial Planning Specialist
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Financial Planning Manager
We are seeking an experienced Financial Planning Manager to lead our financial planning and budgeting initiatives.
- This is a key role that will be responsible for managing all aspects of government budgeting and reporting, including forecasting, treasury processes, and ensuring the provision of accurate and timely reports in line with relevant policies and procedures.
Key Responsibilities:
- Prepare and manage monthly management reports for all Government funded initiatives.
- Report on a monthly basis to senior finance management on Government funded initiatives, highlighting variances and key issues, and providing recommendations.
- Manage the preparation and submission to the Department of Finance (DOF) and Department of Energy (DoE) of all financial related returns monthly, quarterly, and yearly.
- Ensure timely and accurate submission of all financial reports to the statistics centre on a yearly basis.
- Manage any reporting to the Department of Economic Development (DED) and the Executive Council (EC) on a timely manner.
Additional Responsibilities:
- Analyse transactions in the General Ledger periodically, prepare required journals to reclassify entries to the correct account and project, and review and process all subledgers inputs prior to month end deadlines.
- Work with project managers to ensure that accruals/provisions and prepayments are prepared and entered on a monthly basis, and monitor the monthly costs on certain projects based on the activity code.
- Manage and prepare reconciliations along with supporting documents/schedules/information that are required for the monthly management file, quarterly and annual review by the external auditors.
- Lead and manage all Government initiative budget submissions and approvals with DoE.
About the Role:
The successful candidate will have excellent analytical and communication skills, with the ability to work effectively in a fast-paced environment. They will also have a strong understanding of financial planning and budgeting principles, as well as experience working with government agencies.
What We Offer:
A competitive salary package, opportunities for professional development, and a dynamic work environment.
Financial Planning Specialist
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Join a top Multi-Billion $ Investment Manager as a Finance Officer. This exciting opportunity offers excellent career progression and benefits.
Key Responsibilities:- Lead the preparation of monthly and quarterly financial reports in compliance with IFRS standards.
- Work closely with accountants on the team to review work (general ledger accounting, including journal entries, accruals, and reconciliations).
- Support the financial close process to ensure timely and accurate reporting.
- Maintain records for portfolio companies, fund entities, and internal cost centers.
- Collaborate with external auditors to assist with year-end audit requirements.
- Ensure compliance with internal controls and support process improvements.
- Assist in budgeting, forecasting, and financial analysis as needed.
- Work closely with fund administration teams, investment teams, and internal stakeholders to achieve business objectives.
- Bachelor's degree in Accounting, Finance, or a related field; professional certifications such as CPA/ACA/ACCA are advantageous.
- 4-8 years of experience in finance, including Big 4 audit experience with financial services clients.
- Sound knowledge of IFRS standards; experience with fund accounting or investment vehicles is a plus.
- Strong Excel and financial systems skills; experience with ERP systems (e.g., NetSuite, Oracle) is desirable.
- Highly organized, analytical, and capable of managing multiple priorities.
- Strong communication and teamwork skills.
This role offers an exciting opportunity for career growth and development within a dynamic organization.
Other Information:The ideal candidate will possess strong analytical and problem-solving skills, with the ability to work effectively in a fast-paced environment.
Financial Planning Specialist
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Key Responsibilities:
- Timely financial reporting
- Budgeting and variance analysis
- Forecasting
- Proficient in Microsoft Office, particularly Excel
- Strong analytical and problem-solving skills
- Excellent communication and presentation skills
- Bachelor's degree in Accountancy or Chartered Certified Accountant
We offer a dynamic and supportive work environment that fosters growth and development. Our team is committed to delivering high-quality results and exceeding expectations.
About the Job:This full-time position requires managing MIS and business analysis, preparing daily statistics and revenue reports, and preparing annual budgets. The successful candidate will also support management in cost control measures and prepare doctor variance analysis reports. They will be responsible for monitoring financial projections, trends, and forecast MIS reports.
Financial Planning Specialist
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Our company is a global leader in professional services, with expertise in energy, chemicals, and resources. We partner with customers to deliver projects and create value over the life of their assets.
We're committed to bridging two worlds: moving towards more sustainable energy sources while helping to provide the energy, chemicals, and resources needed now.
Key Responsibilities- Verify EPC Contractor requests for payments, including required supporting documents and achievement of milestone events, and certify their entitlements for payments accordingly.
- Ensure that adequate information is supplied to verify progress claims against milestones and invoices submitted, including calling for further information to substantiate progress claims where necessary prior to payment by the Owner.
- Review EPC Contractors Invoices Progress Measurement and Forecasts and provide assessments to Project senior management.
- Review Project Business Plans and Execution strategies to provide input to strategic priorities Operating Budgets and cost forecasts.
- Review EPC Contractors nominated Subcontractors un-priced bid submissions for Progress Measurement and Reporting requirements.
- Ensure that PMC procedures for Estimating Progress Measurement and Forecasting are approved and implemented.
- Provide functional input to the review and approval of EPC Contractors invoices and Change Order proposals.
- Participate in Project risk reviews constructability reviews and value engineering workshops.
- Provide functional input to PMC weekly/monthly progress reports and presentations to the Owner and provide exception reports related to the overall Project Cost.
- Review EPC Contract close-out reports and performance evaluation reports and provide functional input to Project senior management
- Review PMC systems and procedures to provide functional input and support continuous improvement.
- Establish and implement Project statistical database for benchmarking purposes.
- Review Project short term and medium-term constraints and concerns to provide mitigation plans and corrective actions.
- Avoid or minimize the variations from EPC Contractor by taking proactive and preventive actions.
- Perform trend analysis on both schedule and cost for early identification of potential deviations and advise Owner of their implications.
- Evaluate EPC Contractor change orders/claims request for any Engineering equipment or materials and Construction extras as well as schedule extensions with recommendation to approve modify or reject.
- Prepare Project cost reports to Owner highlighting current expenditure commitments and forecast payments to the EPC Contractor.
- Participate in the preparation of Project progress reports addressing cost and schedule trends productivity and actions taken.
- Monitor exchange rates and source of funds
- Provide total financial reviews and job financial close out
- Review all necessary cost and schedule trending and reporting functions in respect of its services and ensure that EPC Contractor perform such activities related to the Project execution of the following requirements:
- Ensure the raising of necessary documentation as per Project approved procedure for Change Order requests covering any changes in scope.
- Review the detailed cost estimate prepared by EPC Contractor for all such Change Order requests and support documentation of the anticipated impact on cost and/or schedule.
- Ensure the execution of EPC Contractor scope of work according to the EPC Contract Price Terms and Conditions.
- Maintain up-to-date registers documenting status of Change Order requests as per the approved procedure.
- Ensure inclusion of cost and schedule trends prepared by EPC Contractor in formats approved by Owner as part of the Monthly Progress Report.
- Maintain records of associated cost for each Change Order.
- Review comment & approve EPC Contractor cost report and cash flow.
- Review updated Project budget cost estimate (if required) for cost monitoring and control.
- Prepare Project cost control & budget monitoring report.
- Perform the necessary cost estimates studies (as required).
- Participate in Value Engineering activities.
Bachelor's Degree in Engineering
Required Experience:
Prior experience as a PMC Consultant is mandatory
Desirable Experience:
Projects involving Gas Processing plants
Expertise Required:
Costing Tools and Software
Benefits:
Commitment to diversity, inclusivity, and respect
We provide equal employment opportunities to all qualified applicants and employees without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity, or expression, genetic information, marital status, citizenship status or any other basis as protected by law.
About Us:
We want our people to be energized and empowered to drive sustainable impact. Our focus is on a values-inspired culture that unlocks brilliance through belonging, connection, and innovation.
We're not just talking about it; we're doing it. We're reskilling our people, leveraging transferable skills, and supporting the transition of our workforce to become experts in today's low-carbon energy infrastructure and technology.
),Financial Planning Specialist
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Join a dynamic finance team and discover a world of possibilities.
Key Responsibilities:- Prepare and present accurate financial reports to stakeholders.
- Ensure data integrity by properly entering transactions in QuickBooks.
- Contribute to the development of annual budgets, forecasts, and long-term plans.
- Support business growth initiatives through ad hoc projects.
- Apply analytical skills to research problems and resolve queries using internal systems.
- Collaborate with colleagues to prepare materials for key stakeholders.
- Utilize database and data analysis skills to drive business insights.
- Education: Bachelor's degree in Finance, Accounting, Business, or a related field.
- Skills: Strong analytical and communication skills, proficiency in financial modeling and forecasting tools.
As a leading organization, we offer a collaborative and supportive work environment that fosters professional growth and development.
Financial Planning Specialist
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Job Opportunity:
Key Responsibilities:
- Develop and coordinate financial plans in collaboration with department heads.
- Monitor budget performance and provide variance analysis to ensure fiscal discipline.
- Prepare detailed financial reports, including cost summaries and variance analysis.
- Track and manage fixed and variable costs to maintain effective budget control.
- Ensure compliance with internal financial policies and external regulatory standards.
- Work closely with project managers and department heads to align financial plans with operational objectives.
- Coordinate with external stakeholders and banks to facilitate smooth banking transactions.
Desired Candidate Profile:
- Bachelor's degree in Finance, Economics, Business Administration, or Management.
- 3-5 years of professional financial experience and background.
- Expertise in preparing, managing, and analyzing financial plans.
- Proficiency in cost analysis, reduction strategies, and control mechanisms.
- Experience with audits and ensuring adherence to compliance standards.
- Professional and advanced hands-on working experience in Microsoft Excel.
- Thorough understanding of financial requirements, regulations, and accounting standards.
- Strong analytical skills with the ability to create comprehensive financial reports.
- Excellent verbal and written communication skills.
About This Opportunity: As a dynamic organization, we are committed to delivering exceptional results. You will play a critical role in shaping our financial future by developing and managing annual budgets.
Financial Planning Specialist
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Job Role:
Financial Planning SpecialistWe are seeking an experienced Financial Planning Specialist to provide expert financial advice and guidance to clients.
Key Responsibilities:
- Build and maintain strong client relationships, providing personalized financial plans and investment strategies.
- Conduct thorough financial assessments of clients' current situations and future goals.
- Develop and implement comprehensive financial plans, including retirement and tax planning strategies.
- Monitor clients' financial progress and adjust plans as needed.
- Stay up-to-date with industry trends and regulations to ensure compliance and deliver exceptional client service.
Requirements:
- A minimum of 5 years of experience in the wealth management industry.
- Industry-leading qualifications such as CFP or CFA certifications.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively within a team environment.
Benefits:
- Opportunity to work with a dynamic team in a supportive and collaborative environment.
- Chance to develop and grow professionally, with opportunities for career advancement.
- Competitive compensation package, reflecting your value and contributions.
Additional Information:
This is an exciting opportunity for a skilled Financial Planning Specialist to make a meaningful impact and contribute to the success of our organization. If you possess the required skills and qualifications, we encourage you to apply for this challenging and rewarding role.
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Financial Planning Specialist
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TAAHEED have partnered with a leading Real Estate organisation to support their expansion plans by identifying key talent.
The next stage of this expansion involves recruiting an experienced Business Finance Manager to oversee the accounting and finance functions, providing efficient and effective support and management information.
Reporting directly to the CFO, the incumbent will be responsible for:
- Developing and managing the financial operating plan.
- Preparing Operational Finance Reports as well as various Portfolio Analysis and Reporting.
- Developing and managing the operating budget.
- Managing internal and external audit requirements.
- Preparing and submitting financial accounting reporting (internal and statutory).
Commercially aware with a professional qualification in accountancy (CA, ACA, CPA, ACMA). Strong management accounting skills and experience at a senior level managing financial and management accounts. Experience in automated accounts receivable processing and related internal controls. Strong awareness on IT for business and ability to use accounting/ERP packages. Excellent skills on MS Word and Excel applications. Ability to take the lead and work on projects with confidence.
BenefitsTAAHEED deliver pioneering recruitment solutions and consultancy services to MENA organisations that believe human capital is the major driver in building a 'best-in-class' team or company.
- Search & Selection
- Project & Managed Service solutions
- Construction & Development
- Banking & Financial Services
- Insurance
- IT & Telecommunications
- Engineering & Industry
- Shared Services
- Higher Education Recruitment
- Media, Advertising
- Marketing, PR & Communications
- Public Sector
TAAHEED are the region's number one contributor to Emiratization initiatives.
Financial Planning Specialist
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Business Analysis Role
Job Summary:The Finance Department is looking for an analytical professional to handle financial planning and analysis tasks.
Key Responsibilities:
- Develop budgetary models, forecasts, and long-term financial plans.
- Analyze performance variances by comparing actuals with budgets/forecasts and identify key drivers.
- Participate in month-end and quarter-end close processes to ensure accurate financial reporting.
- Collaborate with cross-functional teams (e.g., Sales, Operations, HR) to gather data and deliver financial insights.
- Design complex financial models to support strategic initiatives and business cases.
- Prepare management reports, dashboards, and presentations for senior leaders.
- Track financial and operational metrics and provide recommendations for improvement.
- Conduct scenario and sensitivity analyses to inform strategic decisions.
- Maintain data integrity, automate financial tools, and drive continuous improvement.
- Provide timely cash forecasts by consolidating data.
- Bachelor's degree in a related field (MBA/CPA/CFA is advantageous).
- 2-5 years of experience in FP&A, corporate finance, or related roles.
- Strong knowledge of financial modeling, forecasting, and analysis techniques.
- Proficiency in Excel, PowerPoint, and financial systems. Data visualization skills are beneficial.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
Financial Planning Specialist
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We are seeking a skilled and experienced financial planning specialist to provide strategic tax advice and manage complex financial data.
Key Responsibilities:- Prepare and manage VAT filings and corporate tax returns for clients across various industries, ensuring compliance with local and international standards.
- Provide tailored tax planning and advisory services, including cross-border tax considerations.
- Liaise with tax authorities, handle tax audits, and resolve any disputes or inquiries.
- Maintain accurate and up-to-date financial records and prepare comprehensive financial reports and statements.
- Offer guidance on tax implications of business decisions and stay updated on new tax laws and regulations.
- Collaborate effectively with team members to deliver integrated client solutions.
- Bachelor's degree in Accounting, Finance, or related field.
- Professional qualification in accounting or finance.
- At least 5 years of experience in a financial planning role, with a strong emphasis on VAT and corporate tax.
- Proven track record of managing financials for clients across different industries and regions.
- Strong proficiency in accounting software and Microsoft Office Suite.
- Exceptional communication, negotiation, and presentation skills.
- Analytical thinker with excellent problem-solving capabilities.
- Experience in international taxation.
- Multilingual abilities, to better serve our diverse client base.
This is an exciting opportunity for a skilled financial planning specialist to join our team and contribute to delivering exceptional client service.