Job Summary:

The Senior Planning and Strategy Officer is a critical analytical and coordination role within the Department of Finance and Planning, responsible for leading and executing the Corporation’s strategic planning, budgeting, and financial forecasting functions. This role serves as the primary engine for translating the Corporation’s long-term vision and strategic ambitions into actionable, financially grounded plans, budgets, and performance frameworks. The Officer is tasked with developing comprehensive financial models, conducting rigorous scenario analyses, supporting capital allocation decisions, and producing high-quality strategic reports and executive presentations for the Board of Directors, Chief Executive Officer, Financiers, and other critical stakeholders.

Key Responsibilities

(1) Functional Responsibilities

The Officer is responsible for the development, execution, and continuous refinement of the Corporation’s strategic plans, financial models, budgets, and performance monitoring systems, ensuring analytical integrity and alignment with corporate objectives.

1.1 Planning and Corporate Strategy Development:

Lead the development and periodic review of the Corporation’s long-term and short-term strategy and plans, ensuring alignment with the corporate mission, market trends, and industry foresight in the mobility industry. Conduct comprehensive market analysis, competitor benchmarking, and industry forecasting to provide data-driven recommendations for future business growth, product positioning, and market penetration strategies across target African markets. Collaborate with Executive Management and all departmental heads to define, refine, and cascade measurable business objectives, ensuring that strategic initiatives are financially viable, time-bound, and aligned with the Corporation’s approved strategic direction. Support the development and maintenance of the Corporation’s Balanced Scorecard and Strategy Map, ensuring clear line-of-sight between departmental activities and corporate-level strategic outcomes. Prepare comprehensive strategic planning documents, concept notes, and investment cases for the corporation’s programs and projects.

1.2 Budgeting and Financial Forecasting:

Lead the annual and multi-year budgeting process, coordinating with all departments (Production, Product Development, Marketing and Sales, QHSE, HR and Administration, Legal Affairs and Compliance) to ensure the consolidated budget reflects the Corporation’s strategic priorities and operational realities. Develop detailed revenue projections, cost structures, and cash flow forecasts using advanced financial modelling techniques, including Monte Carlo simulations, sensitivity analyses, and scenario planning, to anticipate potential outcomes and inform executive decision-making. Monitor and review financial performance against budgeted figures on a monthly, quarterly, and annual basis, identifying material variances, analyzing root causes, and recommending timely corrective actions. Prepare financial reports that inform management on the financial status, emerging trends, and performance trajectories of the Corporation, enabling proactive resource allocation and strategic adjustments.

1.3 Cost Management and Financial Analysis:

Conduct in-depth financial analyses, including profitability assessments, cost-benefit analyses, return on investment (ROI) evaluations, and working capital analyses for major corporate projects, capital expenditure proposals, and departmental initiatives. Provide actionable insights on cost management and operational efficiency to improve gross and net margins, reduce unnecessary expenditures, and optimize the allocation of scarce financial resources across the Corporation. Assist in identifying cost-saving opportunities within the automotive supply chain, production processes, and distribution channels, leveraging financial data and benchmarking against industry best practices. Support the development of product costing models and pricing strategies in collaboration with the Cost Engineering and Estimation Unit within the Department of Product Development and the Revenue Generation Unit within the Department of Marketing and Sales.

1.4 Financial Reporting and Executive Presentations:

Prepare and present detailed financial reports, strategic plans, budget performance reviews, and investment cases to the Executive Management, Board of Directors, Board Committees (Audit and Risk Management Committee), shareholders, and external stakeholders including Financiers. Develop compelling, executive presentations that articulate complex financial data, key performance indicators (KPIs), forecasts, risk assessments, and strategic recommendations. Ensure the accuracy, timeliness, and compliance of all reports with applicable regulatory frameworks, including International Financial Reporting Standards (IFRS), Public Finance Management Act (PFMA) requirements, and corporate governance best practices. Support the preparation of the Corporation’s Integrated Financial Reports, articulating the Six Capitals (Financial, Manufactured, Intellectual, Human, Social & Relationship, and Natural) for comprehensive value creation reporting.

1.5 Performance Monitoring and Strategy Execution Tracking:

Develop, implement, and maintain robust performance monitoring and reporting systems to track the execution status of strategic initiatives, departmental work plans, and flagship programme milestones against approved timelines and budgets. Continuously evaluate business performance by analysing trends, variances, and leading indicators, providing actionable insights to improve decision-making, accelerate strategy execution, and enhance overall corporate results. Support the establishment and refinement of clear financial and non-financial KPIs and benchmarks across all departments to measure and evaluate the Corporation’s progress toward its strategic goals.

1.6 Risk Analysis and Scenario Planning:

Develop and maintain dynamic financial models incorporating scenario analysis (base case, upside, and downside), Monte Carlo simulations, and sensitivity testing to stress-test assumptions and quantify the impact of key risk variables on corporate financial outcomes.

1.7 Cross-Functional Coordination and Stakeholder Support:

Act as the primary planning and budgeting liaison between the Department of Finance and Planning and all other departments, ensuring seamless information flow, alignment of departmental plans with corporate strategy, and timely resolution of planning-related queries. Support in engagements with external stakeholders, including Financiers, Government Ministries and strategic partners, by preparing financial models, due diligence materials, and investment memoranda. Coordinate data collection, validation, and consolidation from all departments to support the timely preparation of budgets, forecasts, and strategic reports.

1.8 Strategic QHSE Integration and Sustainability Planning:

Lead the integration of QHSE objectives and sustainability targets into the Corporation’s long-term strategic plans and annual work plans. Collaborate with the QHSE department to develop financially-grounded strategies for carbon neutrality, waste reduction, and zero-harm workplace initiatives. Conduct strategic impact assessments to align the Corporation’s expansion with international environmental standards and "Green" industrial policies, ensuring that QHSE performance is a key pillar of the Corporation's value creation narrative in the Integrated Annual Report.

1.9 Any Other Duties:

Any other duties assigned by your Supervisor.

(2) Social Responsibilities

The Senior Planning, Strategy and

• Lead the development and periodic review of the Corporation’s long-term and short-term strategy and plans, ensuring alignment with the corporate mission, market trends, and industry foresight in the mobility industry.
• Conduct comprehensive market analysis, competitor benchmarking, and industry forecasting to provide data-driven recommendations for future business growth, product positioning, and market penetration strategies across target African markets.
• Collaborate with Executive Management and all departmental heads to define, refine, and cascade measurable business objectives, ensuring that strategic initiatives are financially viable, time-bound, and aligned with the Corporation’s approved strategic direction.
• Support the development and maintenance of the Corporation’s Balanced Scorecard and Strategy Map, ensuring clear line-of-sight between departmental activities and corporate-level strategic outcomes.
• Prepare comprehensive strategic planning documents, concept notes, and investment cases for the corporation’s programs and projects.
• Lead the annual and multi-year budgeting process, coordinating with all departments (Production, Product Development, Marketing and Sales, QHSE, HR and Administration, Legal Affairs and Compliance) to ensure the consolidated budget reflects the Corporation’s strategic priorities and operational realities.
• Develop detailed revenue projections, cost structures, and cash flow forecasts using advanced financial modelling techniques, including Monte Carlo simulations, sensitivity analyses, and scenario planning, to anticipate potential outcomes and inform executive decision-making.
• Monitor and review financial performance against budgeted figures on a monthly, quarterly, and annual basis, identifying material variances, analyzing root causes, and recommending timely corrective actions.
• Prepare financial reports that inform management on the financial status, emerging trends, and performance trajectories of the Corporation, enabling proactive resource allocation and strategic adjustments.
• Conduct in-depth financial analyses, including profitability assessments, cost-benefit analyses, return on investment (ROI) evaluations, and working capital analyses for major corporate projects, capital expenditure proposals, and departmental initiatives.
• Provide actionable insights on cost management and operational efficiency to improve gross and net margins, reduce unnecessary expenditures, and optimize the allocation of scarce financial resources across the Corporation.
• Assist in identifying cost-saving opportunities within the automotive supply chain, production processes, and distribution channels, leveraging financial data and benchmarking against industry best practices.
• Support the development of product costing models and pricing strategies in collaboration with the Cost Engineering and Estimation Unit within the Department of Product Development and the Revenue Generation Unit within the Department of Marketing and Sales.
• Prepare and present detailed financial reports, strategic plans, budget performance reviews, and investment cases to the Executive Management, Board of Directors, Board Committees (Audit and Risk Management Committee), shareholders, and external stakeholders including Financiers.
• Develop compelling, executive presentations that articulate complex financial data, key performance indicators (KPIs), forecasts, risk assessments, and strategic recommendations.
• Ensure the accuracy, timeliness, and compliance of all reports with applicable regulatory frameworks, including International Financial Reporting Standards (IFRS), Public Finance Management Act (PFMA) requirements, and corporate governance best practices.
• Support the preparation of the Corporation’s Integrated Financial Reports, articulating the Six Capitals (Financial, Manufactured, Intellectual, Human, Social & Relationship, and Natural) for comprehensive value creation reporting.
• Develop, implement, and maintain robust performance monitoring and reporting systems to track the execution status of strategic initiatives, departmental work plans, and flagship programme milestones against approved timelines and budgets.
• Continuously evaluate business performance by analysing trends, variances, and leading indicators, providing actionable insights to improve decision-making, accelerate strategy execution, and enhance overall corporate results.
• Support the establishment and refinement of clear financial and non-financial KPIs and benchmarks across all departments to measure and evaluate the Corporation’s progress toward its strategic goals.
• Develop and maintain dynamic financial models incorporating scenario analysis (base case, upside, and downside), Monte Carlo simulations, and sensitivity testing to stress-test assumptions and quantify the impact of key risk variables on corporate financial outcomes.
• Act as the primary planning and budgeting liaison between the Department of Finance and Planning and all other departments, ensuring seamless information flow, alignment of departmental plans with corporate strategy, and timely resolution of planning-related queries.
• Support in engagements with external stakeholders, including Financiers, Government Ministries and strategic partners, by preparing financial models, due diligence materials, and investment memoranda.
• Coordinate data collection, validation, and consolidation from all departments to support the timely preparation of budgets, forecasts, and strategic reports.
• Lead the integration of QHSE objectives and sustainability targets into the Corporation’s long-term strategic plans and annual work plans.
• Collaborate with the QHSE department to develop financially-grounded strategies for carbon neutrality, waste reduction, and zero-harm workplace initiatives.
• Conduct strategic impact assessments to align the Corporation’s expansion with international environmental standards and "Green" industrial policies, ensuring that QHSE performance is a key pillar of the Corporation's value creation narrative in the Integrated Annual Report.
• Any other duties assigned by your Supervisor.