173 Investment Advisors jobs in Dubai

We are looking to hire a Financial Planning & Reporting Analyst for a well-established client in Dubai, a leading holding group with interests in Retail, Luxury Automobiles, Real Estate, and Construction sectors .

The ideal candidate would be a Qualified CA with 4 to 8 years of relevant experience within similar sectors.

The salary for this position varies based on the candidate's experience and qualifications, in addition to other company perks.

The FP&A Manager – MENA will play a pivotal role in shaping financial strategy and performance management across the region. Reporting directly to the Chief Financial Officer – MENA, this role is responsible for the delivery of budgeting, forecasting, financial analysis, and reporting. The successful candidate will partner with regional leadership, local finance teams, and the global head office to support decision-making and enhance financial visibility across business units.

Key Responsibilities

1. Planning, Budgeting & Forecasting

• Lead the annual budgeting, quarterly reforecasting, and long-range planning cycles across all MENA entities.
• Prepare scenario modelling, shadow budgets, and financial impact assessments for new territories (e.g., Iraq, Morocco) and strategic initiatives (e.g., Claims Advisory Practice).
• Consolidate and validate submissions from local finance teams and ensure alignment with global FP&A standards and deadlines.
• Monitor budget-to-actual variances and provide commentary and recommendations.

2. Commercial Reporting & Insight

• Deliver monthly, quarterly, and ad hoc management reporting packs, including P&L, EBITDA, working capital, and productivity metrics.
• Build and maintain KPI dashboards that track revenue trends, cost structures, headcount ratios, broker productivity, and client profitability.
• Analyse financial performance and proactively identify areas for improvement or investment.

3. Business Partnering

• Act as the finance partner to regional business leaders across Broking, Operations, HR, Digital, and Compliance.
• Support client-level and segment profitability reviews, pricing discussions, and broker performance metrics.
• Provide analytical support to new initiatives, strategic reviews, and cross-border cost allocation models.

4. Governance, Compliance & Regulatory Awareness

• Ensure financial planning and analysis is fully compliant with MENA Regulatory landscape.
• Work closely with Tax, Regulatory Reporting, and Legal to embed governance controls into forecasting and reporting.

5. Systems, Tools & Automation

• Utilise enterprise planning platforms for modelling and reporting.
• Develop and maintain advanced Excel models and dashboards to support self-service analytics and reduce manual processes.
• Lead automation of recurring reporting deliverables and contribute to finance digitalisation initiatives.

6. Projects & Strategic Initiatives

• Support financial due diligence, market entries, JV assessments, and strategic cost reviews.
• Contribute to finance transformation projects, such as ERP upgrades, reporting rationalisation, and policy harmonisation across the region.
• Participate in cross-functional working groups driving improvements in operational efficiency and profitability.

Candidate Profile

Required Qualifications & Experience

• Qualified accountant (ACA, ACCA, CIMA) or equivalent with 5–8 years of relevant FP&A experience.
• Strong background in financial planning, modelling, and performance analysis within insurance, reinsurance, or professional services.
• Proven track record of managing multi-entity, multi-currency environments across international or regional hubs.
• Experience working with MENA markets, ideally with exposure to VAT, WHT, and regional tax compliance.
• Proficiency in Oracle EPBCS, Hyperion, SAP BPC, or similar FP&A systems.
• Advanced Excel skills including macros, pivot tables, and scenario modelling.
• Knowledge of broking revenue recognition, and IBA / non-IBA accounting treatment.
• Experience with Power BI, Tableau, or other BI tools.
• Strong presentation, communication, and stakeholder management skills.
• Ability to work independently and lead complex projects in a fast-paced, entrepreneurial environment.

LI-YK1

We are hiring a Financial Planning & Analysis Lead
Location: Dubai, UAE
Industry: Food & Beverage
Workweek: 4.5 days (Mon-Thu: 8:30 AM - 6:30 PM / 9 AM - 7 PM, Fri: 9 AM - 1 PM)
Are you a data-driven finance professional with a passion for turning numbers into business strategy? We are a leading Food & Beverage company in the UAE looking for an FP&A Lead to drive strategic financial planning and performance insights across our UAE store network.

What We Are Looking For:

• Proven experience in FP&A within the F&B or Retail industry
• Hands-on expertise in Oracle ERP systems (this is a must)
• Strong UAE market experience (must-have)
• Advanced skills in financial modeling, forecasting, and P&L analysis
• A collaborative finance partner who can support Operations, Marketing, and Development teams

• Own end-to-end budgeting and forecasting cycles
• Build dynamic financial models for existing and new store performance
• Conduct detailed variance and ROI analyses
• Support strategic business decisions with real-time insights
• Lead report automation and dashboarding through Power BI/Tableau
• Partner with cross-functional teams to drive cost-efficiency and growth

• Bachelor's degree in Finance, Accounting, or Economics
• 4-7 years of FP&A experience in the QSR / F&B / Retail sector
• Strong command of Excel, Oracle ERP, and BI tools
• Sharp analytical mind, business acumen, and excellent communication skills

Lead budgeting, forecasting, and new store financial modelling

Analyze P&L, identify key drivers of performance, and recommend improvements

Partner with Operations to drive cost efficiency and performance tracking

Provide financial evaluations for store openings, closures, and marketing campaigns

Skills

Position Title: Financial Planning & Analyst Lead

Employment Type: Full Time

Salary: up to 20K AED all-inclusive depending on experience and qualifications

Job Location: Dubai, UAE

About the Client:

An iconic international fast-food brand across UAE

Qualifications:

Open to Arabic nationals

At least 3 years of experience in a similar role; preferably in QSR or F&B

Bachelor's degree in finance, Accounting, or related field (master's preferred)

Proficiency in MS Excel, ERP system and BI tools

Join to apply for the Financial Planning & Analysis Manager role at Edenred UAE.

Edenred UAE is a fast-growing payroll service provider serving over 6,000 businesses and more than 2 million unbanked employees. We collaborate with over 10 banks and 35 financial institutions, offering a unique value proposition for companies to manage payroll and for employees to receive salaries and access various services via our mobile app (money transfer, recharge, card services).

As a purpose-driven company, we aim to break barriers to financial empowerment, driving financial inclusion of the unbanked population by providing exceptional products and services.

The FP&A Manager will oversee budgeting, forecasting, reporting, and financial analysis. The role requires a strong business partnering mindset and will be a key contact with our headquarters on financial performance topics. The manager will collaborate with the executive committee on projects, monitor KPIs, analyze new business opportunities, and lead finance automation initiatives to enhance reporting efficiency.

• Prepare monthly business review reports, 3-year strategic plans, annual budgets, and forecasts.
• Conduct variance analysis to identify key drivers and explain deviations from forecasts/budgets.
• Support value-generating business analysis and develop financial business cases for initiatives.
• Develop and monitor performance metrics, create presentations, and provide financial insights to senior management.
• Design new reports and dashboards to communicate financial results effectively.
• Improve controls, streamline processes, and implement automation where possible.

The successful candidate will report directly to the Director of Finance and Operations.

• Experience in business analysis, audit, or financial planning & analysis.
• Experience with group reporting processes.
• Minimum 5 years in a similar role.
• Experience managing teams with indirect reporting lines.
• Proficiency in complex Excel financial models and PowerPoint presentations.
• Ability to work independently and adapt to ambiguity.
• Strong relationship-building, communication, and presentation skills.

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance and Sales

Referrals can double your chances of interview success. Get notified about similar roles in Dubai, UAE.

The hiring company is a large organisation in the Technology industry. Known for its innovative approach, the firm has established itself as a market leader in the tech, digital and AI sector, constantly pushing boundaries and setting new standards. They now have operations in the Middle East, North America and Europe.

• Oversee and manage all financial planning activities.
• Develop and implement strategic financial plans.
• Analyse financial data and prepare forecasts.
• Lead team in annual budgeting process.
• Ensure compliance with financial regulations and standards.
• Coordinate with senior management to align financial plans with business goals.
• Report on financial performance and make recommendations.
• Drive financial planning initiatives to support the company's growth.

• A strong educational background in Finance, Accounting or related fields.
• Must hold experience in operating in Europe and/or North America.
• Must hold string M&A experience
• Proven leadership skills and the ability to manage a team.
• Excellent analytical and strategic planning skills.
• Strong knowledge of financial regulations and standards.
• The ability to align financial plans with business objectives.
• Excellent communication and presentation skills.

The hiring company is a large organisation in the Technology industry. Known for its innovative approach, the firm has established itself as a market leader in the tech, digital and AI sector, constantly pushing boundaries and setting new standards. They now have operations in the Middle East, North America and Europe.

1. Oversee and manage all financial planning activities.
2. Develop and implement strategic financial plans.
3. Analyse financial data and prepare forecasts.
4. Lead team in annual budgeting process.
5. Ensure compliance with financial regulations and standards.
6. Coordinate with senior management to align financial plans with business goals.
7. Report on financial performance and make recommendations.
8. Drive financial planning initiatives to support the company's growth.

1. A strong educational background in Finance, Accounting or related fields.
2. Must hold experience in operating in Europe and/or North America.
3. Must hold strong M&A experience.
4. Proven leadership skills and the ability to manage a team.
5. Excellent analytical and strategic planning skills.
6. Strong knowledge of financial regulations and standards.
7. The ability to align financial plans with business objectives.
8. Excellent communication and presentation skills.

The hiring company is a large organisation in the Technology industry. Known for its innovative approach, the firm has established itself as a market leader in the tech, digital and AI sector, constantly pushing boundaries and setting new standards. They now have operations in the Middle East, North America and Europe.

• Oversee and manage all financial planning activities.
• Develop and implement strategic financial plans.
• Analyse financial data and prepare forecasts.
• Lead team in the annual budgeting process.
• Ensure compliance with financial regulations and standards.
• Coordinate with senior management to align financial plans with business goals.
• Report on financial performance and make recommendations.
• Drive financial planning initiatives to support the company's growth.

• A strong educational background in Finance, Accounting or related fields.
• Experience in operating in Europe and/or North America.
• Strong M&A experience.
• Proven leadership skills and ability to manage a team.
• Excellent analytical and strategic planning skills.
• Strong knowledge of financial regulations and standards.
• Ability to align financial plans with business objectives.
• Excellent communication and presentation skills.

A prominent investment and distribution group based in Jeddah, Saudi Arabia, with a diverse portfolio. The company is known for its commitment to operational excellence, innovation, and sustainable business practices across regional and international markets.

• Lead the preparation and consolidation of annual budgets, rolling forecasts, and long-term financial plans.
• Analyze financial and operational data to identify trends, risks, and opportunities, providing actionable recommendations to senior management.
• Partner with business units to align financial plans with strategic objectives and ensure financial targets are met.
• Develop and refine financial models to support business cases, investment decisions, and scenario planning.
• Monitor key performance indicators (KPIs) and prepare insightful dashboards and reports for leadership.
• Support the implementation of financial planning tools and systems to enhance reporting accuracy and efficiency.
• Ensure compliance with internal policies, financial standards, and regulatory requirements.
• Collaborate cross-functionally with accounting, strategy, and business teams to drive financial transparency and performance.

A successful candidate is a commercially savvy finance professional with a strong track record in financial planning and analysis, ideally within diversified or multinational organizations, capable of translating data into actionable strategy.