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Job Description
Role Overview
The Trainee – Financial Planning & Performance will support the Planning & Reporting team. This entry-level role is designed to provide hands-on exposure to core financial planning, forecasting, and performance reporting activities. The trainee will assist in executing day-to-day processes and will develop a strong foundation in financial analysis and management reporting.
Key Responsibilities:
Monthly Forecast & OPEX Reporting
• Assist in collecting and organizing actual financial data from Financial Reporting and Commercial teams.
• Support data validation and alignment checks against the income statement.
• Help input and maintain data in forecasting model templates monthly.
• Assist in consolidating data into the central forecast model and preparing draft outputs for review.
Annual Operating Plan (AOP)
• Support the preparation and distribution of AOP submission templates to departments.
• Assist in consolidating departmental inputs into the central AOP model.
• Help reconcile AOP submissions against historical actuals and latest forecasts.
• Track outstanding submissions and follow up with departments on missing or incomplete data.
• Assist in preparing review materials and presentation decks for senior leadership sessions.
Skills
• Solid proficiency in Microsoft Excel (formulas, pivot tables, data organization).
• Basic familiarity with Power BI or a willingness to learn.
• Strong attention to detail and commitment to data accuracy.
• Good organizational skills with the ability to manage multiple tasks and deadlines.
• Clear written and verbal communication skills.
• Collaborative team player with a proactive, can-do attitude.
Education
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Job Details
Preferred Candidate
Bupa Arabia
Bupa Arabia is a healthcare insurance company based in the Kingdom of Saudi Arabia. We are an associate business of Bupa Group, which is a global healthcare company with an international reach that extends across multiple business operations, practices, and resources.
Founded in October 1997, Bupa Arabia was initially established through a partnership between Bupa Global International and Nazer Group, with the key focus to provide health insurance services with high quality and competitive prices, while ensuring a distinctive experience for customers. Bupa Arabia has since evolved into a fully Saudi-owned and operated company. Our transformation from a joint venture into a publicly traded company on the Saudi Stock Exchange occurred in 2008, as we made 40% of our shares available to the public during our Initial Public Offering (IPO).
As a subsidiary of the global Bupa Group, we draw upon international expertise while maintaining a profound understanding of local healthcare requirements and regulations. This allows us to offer comprehensive healthcare insurance solutions tailored to the unique needs of the Saudi Arabian market.
Bupa Arabia prides itself on its commitment to the wellbeing and development of its employees, providing them with the same standard of care, support, and professionalism that it expects to be delivered to its customers.
Our core values shape every aspect of our work and culture:
Commit – Own it with accountability and urgency.
Collaborate – Win together through cross-functional synergy.
Care – Put people first, both employees and customers.