Financial Planning And Analysis

Overview

• Contribute to strategic financial planning and analysis within a dynamic corporate finance team.
• Support budgeting, forecasting, and analysis of key financial performance indicators.
• Collaborate with business leads to enhance decision-making processes.
• Prepare and analyze financial and managerial reports for management and board review.
• Develop and refine key performance metrics and analytics for strategic insights.
• Assist in automating reporting processes and implementing financial planning tools.
• Identify opportunities to improve reporting structures and internal controls.
• Engage in ad-hoc projects to support organizational growth and efficiency.

Key Responsibilities & Duties

• Support company-wide budgeting and forecasting processes, focusing on revenue, expenses, and sales activity.
• Prepare detailed analytics and reports for management committees and business leads.
• Develop and refine business-specific key performance metrics and client analytics.
• Analyze budget versus actual results and provide actionable insights.
• Support monthly and quarterly management reporting, including KPI compilation.
• Perform sales analytics to assist business development and growth initiatives.
• Identify and address process gaps, implementing effective internal controls.
• Assist in the implementation of new software and reporting automation tools.

Job Requirements

• Bachelor of Arts (BA) degree in a relevant field is required.
• Minimum of 3 years of experience in financial planning and analysis; 7 years preferred.
• Proficiency in financial modeling and performance metric development.
• Strong analytical skills with expertise in budgeting and forecasting processes.
• Experience with financial reporting and variance analysis.
• Ability to collaborate with cross-functional teams and business leads.
• Knowledge of internal controls and process improvement strategies.
• Familiarity with financial planning tools and reporting automation software.