Senior Financial Planning & Analysis Advisor
Full-time
Shell
What’s The Role The FP&A Senior Advisor plays a key role in supporting strategic business decisions through financial planning, budgeting, forecasting, performance analysis, and business insights. As a trusted finance partner, this role works closely with business and finance leaders to translate operational and commercial performance into clear, actionable recommendations that drive growth and value creation. The successful candidate will help improve decision-making, strengthen financial performance, and ensure financial discipline by delivering forward-looking insights through data, analytics, and digital tools. The role focuses on moving beyond traditional reporting to provide meaningful analysis that supports business strategy and long-term success. What You’ll Be Doing
- Lead integrated planning and forecasting: Own and coordinate planning, latest estimate and appraisal processes, ensuring assumptions, financial outcomes and business drivers are transparent, consistent and aligned with business strategy.
- Drive performance management: Monitor financial and operational performance against targets/benchmarks, identify emerging risks and opportunities, and support timely interventions to drive competitive performance.
- Provide business appraisal and decision support: Apply value and risk lenses to investment, portfolio, commercial and operational decisions, ensuring options are evaluated with sound financial logic and business judgement.
- Generate actionable options and recommendations: Leverage automated analytics dashboards to convert data, trends and scenarios into clear options, decision-ready recommendations and practical interventions that support senior leadership decision-making.
- Strengthen financial discipline and controls: Ensure planning, reporting and appraisal activities comply with governance, control, assurance and financial reporting requirements.
- Partner across the business: Build trusted relationships with business leaders, finance colleagues and cross-functional stakeholders to align priorities, challenge constructively and influence better decisions.
- Enable digital and analytics transformation: Champion automation, self-service reporting, driver-based modelling, scenario planning and predictive analytics to improve speed, quality and efficiency of finance delivery.
- Develop capability and talent: Coach and develop team members, build future-ready FP&A capabilities and foster a learner mindset across business partnering, data, digital, analytics and process excellence.
- Transformation & Continuous Improvement: Drive simplification, automation, digitisation and process improvement across planning & appraisal activities, leveraging technology, analytics and AI-enabled tools where appropriate.
- AI-enabled FP&A governance and decision support: Review, interpret and leverage outputs from AI-enabled tools to deliver high-quality FP&A support, ensuring insights, forecasts and recommendations are grounded in robust assumptions, strong data integrity, sound judgement and disciplined AI risk management and governance.
- Business partnering and commercial acumen: Ability to understand value drivers, business models, market dynamics and operational levers, and convert them into practical financial advice.
- Financial performance management: Strong capability in KPI design, target setting, variance analysis, forecasting, performance appraisal and intervention planning.
- Planning and financial decision-making: Ability to coordinate business planning, translate strategy into financial targets and link plans to milestones, actions and measurable outcomes.
- Financial modelling and scenario analysis: Experience in driver-based modelling, sensitivity & scenario analysis, risk and opportunity framing, business cases and investment appraisal.
- Data analytics and insights: Ability to validate, analyse and interpret data; identify patterns and trends; and generate insights that answer business questions and improve decision quality.
- Data management and digital acumen: Understanding of data quality, governance, reporting automation, dashboarding, analytics tools and digital solutions that improve finance processes with ability to work with AI.
- Storytelling and strategic executive communication: Ability to convert complex analysis into clear, concise and compelling messages for senior stakeholders, including recommendations and decision asks.
- Process excellence and continuous improvement: Ability to simplify, standardise and improve finance processes while maintaining governance, control and operational discipline.
- Stakeholder management and influencing: Ability to build trust, challenge constructively, navigate ambiguity and influence outcomes across functions, geographies and leadership levels.
- Change leadership: Ability to lead through transformation, adopt new ways of working, build engagement and embed sustainable improvements.
- Operate as a trusted finance advisor and strategic co-pilot to the business.
- Demonstrate courage to challenge assumptions, surface risks and recommend value-accretive actions.
- Lead with clarity, accountability and care, enabling a high-performing and inclusive team environment.
- Build capability by coaching others, sharing best practices and contributing to communities of practice.
- Balance enterprise value, risk, controls and business pragmatism in decision support.
- Role-model learner mindset, digital curiosity and adaptability in a fast-evolving finance environment.
- Proven track record leading finance transformation initiatives, operating model changes, digitalization, or process optimization programs.
- Experience driving organizational change and influencing stakeholder adoption.
- Strong focus on continuous improvement, automation, data analytics, and simplification.
- Led sizeable teams and developed future finance talent.
- Builds high-performing, inclusive, and accountable teams.
- Demonstrated capability in coaching leaders, succession planning, and capability building.
- Minimum of 10 years of significant experience in financial planning, business appraisal, performance management, business finance, or related finance functions.
- Proven track record of partnering with senior business stakeholders to influence decisions and deliver measurable business outcomes.
- Strong understanding of financial statements, value drivers, planning cycles, forecasting, business case development and performance reporting.
- Experience leading teams or influencing cross-functional delivery through matrixed ways of working.
- Experience with digital finance tools, data visualisation, automation, analytics or driver-based planning solutions is highly desirable.
- Professional finance qualification, accounting qualification, MBA or relevant business/finance degree preferred.
Vacancy posted 1 day ago
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