69 Investment Advisory jobs in Dubai
Financial Planning
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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 ResponsibilitiesPlanning, 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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.
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Financial Planning
Posted today
Job Viewed
Job Description
Location: Middle East / North Africa Dubai Dubai
Work Place: Hybrid
Region: Middle East/North Africa
Job Profile: Lockton - Experienced Professional
Position SummaryThe 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.
Responsibilities- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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VP Financial Planning
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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.
Lead – Financial Planning
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Job Description
Lead – Financial Planning & Analysis to join our Finance team in Dubai. This role will oversee financial planning, budgeting, forecasting, and performance analysis, providing strategic insights and decision support to management. The ideal candidate will hold a professional qualification (CA / CPA / CMA / CFA / ACCA) with 4-8 years of FP&A experience in the EPC / MEP, Construction, or Oil & Gas industries within the GCC / UAE.
Key Responsibilities- Planning & Budgeting: Lead the preparation of annual budgets, long-term financial plans, and periodic reforecasts.
- Partner with project teams to align project budgets, cash flow, and profitability with corporate targets.
- Develop detailed project-level and consolidated P&L, cash flow, and balance sheet forecasts.
- Financial Analysis & Reporting: Deliver monthly, quarterly, and annual management reporting with variance analysis.
- Analyze project performance, margins, and KPIs to support decision-making.
- Establish industry-based benchmarking parameters.
- Design dashboards and MIS to track profitability, working capital, and cash flow.
- Business Partnering: Collaborate with planning, project directors, operations, and procurement teams on financial implications of projects.
- Support commercial and bidding teams with financial models, scenario analysis, and risk assessments.
- Performance Management: Monitor KPIs for project execution, overheads, and efficiency.
- Track banking covenants and provide early warnings of trigger events.
- Assess risks and monitor performance against industry benchmarks.
- Recommend corrective actions for underperforming projects / business units.
- Ensure alignment of financial targets with corporate growth plans.
- Governance & Compliance: Ensure compliance with IFRS, UAE tax laws, and corporate governance.
- Coordinate with auditors during financial reviews.
- Drive process improvements in financial planning and reporting.
- Develop and implement policies in line with group governance.
- Bachelor's degree in Accounting, Finance, or related field (Master's / MBA preferred).
- Professional certification is mandatory – CA / CPA / CMA / CFA / ACCA.
- 4–8 years of relevant experience, including 2-3 years in FP&A roles within EPC / MEP, Construction, or Oil & Gas industries in the GCC / UAE.
- Strong knowledge of project accounting, contract management, and EPC cash flow dynamics.
- Expertise in ERP systems (preferably JD Edwards) and advanced Excel / financial modeling skills.
- Excellent analytical, communication, and presentation skills.
- Proven ability to work cross-functionally and influence decisions in a project-driven environment.
Financial Planning Expert
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Job Description
Visa, a world leader in payments and technology, invites you to make an impact with a purpose-driven industry leader. With over 259 billion payment transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year, our mission is to connect the world through innovative, convenient, reliable, and secure payment networks.
As Senior Manager Finance, you will drive financial management and provide analytical insights to support decision-making. You will develop business case models, propose process improvement initiatives, and drive forecasting accuracy by managing functional expenses and identifying root causes of variances.
You will also prepare regular financial reports for internal stakeholders, analyze actual financial results against budgeted or forecasted figures, and drive month-end closing by coordinating with the controllership team.
Key responsibilities include:
- Analytical insight and process improvement:
- Identify and propose process improvement initiatives to streamline financial planning and analysis processes
- Develop business case model to evaluate business proposals with complete financial analysis
- Drive forecasting accuracy by proactive management of functional expenses
- Business partnering:
- Develop trustworthy relationship with business partners to drive financial management and provide financial insights
- Provide analytical support as required for initiatives and ad hoc projects
- Reporting and analysis:
- Prepare regular financial reports for internal stakeholders
- Analyze actual financial results against budgeted or forecasted figures
- Drive month-end closing by coordinating with the controllership team
- Budgeting and planning:
- Lead budget and forecast process for the function
- Guide cost center managers on their approved budgets and forecasts
- 5 or more years of relevant work experience with a Bachelor's Degree or at least 2 years of work experience with an Advanced degree or 0 years of work experience with a PhD
- Bachelor's degree in finance, engineering, accounting, mathematics, economics, or related quantitative field
- Excellent business acumen
- At least 8 years of relevant financial analysis work experience
- Ability to cultivate effective relationships and communicate effectively with executive management
- Outstanding analytical and quantitative skills
- Expert skills in MS Excel, PowerPoint, and Power BI
- Proven expertise in modelling techniques and managing large data sets
- Must be detail oriented to ensure accuracy and quality of output
- Strong bias for action and ability to proactively recognize and resolve issues
- Ability to work effectively with a diverse team and produce time-sensitive deliverables
- Strong interpersonal skills
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.
Head – Financial Planning
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Job Description
- Develop and implement financial strategies to support business growth and profitability.
- Provide financial insights and analysis to drive decision-making across the organization.
- Lead the annual budgeting process, ensuring accuracy and alignment with strategic goals.
- Oversee regular forecasting to ensure real-time understanding of financial performance.
- Analyze financial results, including variance analysis, trends, and key performance indicators (KPIs).
- Present financial performance updates to senior leadership and stakeholders.
- Identify opportunities for cost savings and process efficiencies.
- Ensure effective allocation of resources to achieve financial and operational goals.
- Build, mentor, and lead a high-performing FP&A team.
- Foster collaboration across departments to align financial and operational objectives.
- Collaborate with business unit leaders to provide actionable insights and recommendations.
- Support strategic initiatives such as mergers, acquisitions, and new business opportunities.
- Ensure compliance with financial regulations and company policies.
- Oversee the preparation and delivery of accurate financial reports and presentations.
Financial Planning Consultant
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deVere Group of companies are the world's premier wealth tech and advice organisation. deVere group via its well-regulated subsidiaries is able to access cutting edge technology to offer the best products and opportunities in the International Financial Services sector
Advisors working within the group offer financial solutions driven by face-to-face advice along with evolving technology in these ever-changing times and are uniquely placed to achieve our client's financial goals.
Working within a dynamic environment, our advisors work closely with clients to structure and execute some of the largest and most complex financing and risk management solutions across the full product spectrum by offering products and services spanning markets that include fixed income, private equity, commodities, hedge funds, and real estate.
Our Advisors are poised to help provide objective investment advice on products that make sense for our clients. Providing a suite of digital solutions to help clients meet their financial goals by build long-term relationships.
What do we require?
This role requires an experienced individual who is already trained and developed within the Financial Services sector. Comprehensive training is provided on the full suite of deVere Financial solutions to enhance to your existing experience.
You should be comfortable working with people and be an analytical thinker. Strong communication and interpersonal skills are needed in order to work successfully with clients and team members.
What do we offer?
- GenerousHigh income
- In House Administration
- In House Compliance
- Bespoke CRM
- Full producttraining
- A weekly pay-run
- Structured,defined career progression.
- Worldclasscompany performanceincentives.
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Strategic Financial Planning Leader
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This position plays a vital role in driving financial strategy and decision-making across the region. As Regional Head of Financial Planning & Analysis, you will be responsible for leading the FP&A function, overseeing budgeting, forecasting, and long-term financial planning.
Key Responsibilities:
- Lead the FP&A team to deliver accurate and timely financial insights to support business growth.
- Partner with cross-functional teams to analyse performance, optimize costs, and drive profitability.
- Develop robust financial models and tools to support scenario planning and data-driven decisions.
- Ensure alignment between regional financial goals and global corporate strategy.
- Deliver clear and concise financial reporting and presentations to regional and global leadership.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or professional certification is preferred).
- 10 years of progressive experience in FP&A with at least 5 years in a leadership role.
- Strong background in the technology or digital sector is highly advantageous.
- Proven expertise in financial modeling, forecasting, and strategic analysis.
- Exceptional leadership and stakeholder management skills.
- Advanced proficiency in financial systems, ERP tools, and Excel.
- Strong communication skills with the ability to influence at senior levels.
About the Role:
This is a key leadership position that requires a strong financial acumen and exceptional leadership skills. If you have a proven track record in FP&A and are passionate about driving business growth, this could be the ideal opportunity for you.
What You'll Get:
A competitive salary package, comprehensive benefits, and opportunities for career growth and development.
How to Apply:
If you are a motivated and experienced professional looking for a new challenge, please submit your application along with your resume and cover letter.
Senior Financial Planning Specialist
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We are seeking a seasoned Financial Planning Lead to join our team in Dubai. This strategic role will oversee financial planning, budgeting, forecasting, and performance analysis, providing insightful decision support to management.
Main Responsibilities- Financial Planning & Analysis
- Develop and lead the preparation of annual budgets, long-term financial plans, and periodic reforecasts.
- Partner with project teams to align project budgets, cash flow, and profitability with corporate targets.
- Deliver detailed project-level and consolidated P&L, cash flow, and balance sheet forecasts.
- Financial Reporting & Analysis
- Deliver monthly, quarterly, and annual management reporting with variance analysis.
- Analyze project performance, margins, and KPIs to support informed decision-making.
- Establish industry-based benchmarking parameters.
- Business Partnering
- Collaborate with planning, project directors, operations, and procurement teams on financial implications of projects.
- Support commercial and bidding teams with financial models, scenario analysis, and risk assessments.
- Performance Management
- Monitor KPIs for project execution, overheads, and efficiency.
- Track banking covenants and provide early warnings of trigger events.
- Qualifications & Experience
- Bachelor's degree in Accounting, Finance, or related field (Master's / MBA preferred).
- Professional certification is mandatory – CA / CPA / CMA / CFA / ACCA.
- 4–8 years of relevant experience, including 2-3 years in FP&A roles within EPC/MEP, Construction, or Oil & Gas industries in the GCC/UAE.
Assistant Manager – Financial Planning
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Join to apply for the Assistant Manager – Financial Planning & Analysis (FP&A) role at TestHiring .
This position is based in Dubai, requiring 3–4 years of experience and a Chartered Accountant (CA) qualification.
Candidate must currently reside in Dubai and have experience in FMCG finance functions, with strong command of IFRS, SAP, Excel, and financial management systems.
Position Details- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance
- Industry: Food and Beverage Services
Referrals can increase your chances of interviewing at TestHiring by 2x.
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