1. Financial Planning: Assist in developing annual budgets, quarterly forecasts, and long-range
financial plans. Collaborate with department heads to gather inputs, review assumptions, and
ensure alignment with strategic objectives.
2. Financial Analysis: Conduct variance analysis of actual vs. budget/forecast results to identify
trends, risks, and opportunities. Provide insights and recommendations to management based
on financial performance.
3. Financial Modeling: Develop and maintain financial models to support budgeting,
forecasting, and decision-making processes. Ensure accuracy, reliability, and consistency of
financial data and assumptions.
4. Reporting: Prepare and distribute regular financial reports, dashboards, and KPIs to senior
management and key stakeholders. Summarize key findings and highlight areas of concern or
improvement.
5. Forecasting: Assist in the preparation of quarterly financial forecasts, including revenue,
expenses, and cash flow projections. Analyze key drivers and assumptions to validate forecast
accuracy.
6. Ad Hoc Analysis: Perform ad hoc financial analysis and scenario modeling to support
strategic initiatives, investment decisions, and business planning activities. Respond to
management inquiries and provide actionable insights.
7. Process Improvement: Identify opportunities to streamline and improve financial planning and
analysis processes. Recommend and implement enhancements to increase efficiency,
accuracy, and effectiveness.
1. Bachelor's Degree in Finance, Accounting, or a related field.
2. 5-6 years of progressive experience in accounting and finance roles.
3. Expert in Excel/PowerPoint skills required, experience with financial planning software.
4. Effective communication and interpersonal skills.
5. Proactive mindset with the ability to work independently and prioritize tasks in a fast-paced
environment.
6. Ability to maintain confidentiality and handle sensitive financial information with integrity.