Financial Planning Analyst
19 hours ago
Job Responsibilities:
- Prepare regular financial reports (monthly, quarterly, annual) for management (P&L, Balance Sheet, Cash Flow).
- Analyze financial results, identifying key trends, variances from budget/forecast, and performance drivers.
- Assist in the development of the annual operating budget and periodic forecasts (e.g., rolling forecasts).
- Collaborate with department heads on budgeting, forecasting, and the Annual Operating Plan.
- Analyze variances between actual results and budget/forecast, providing explanations and recommendations.
- Evaluate the financial performance of the company, specific business units, projects, or investments against budgets, forecasts, historical results, and industry benchmarks.
- Investigate and explain significant differences between actual financial results and planned expectations (budget, forecast, prior periods).
- Identify root causes of variances (e.g., volume, price, mix, cost drivers).
- Provide financial insights and analysis to support strategic planning, operational decisions, and new initiatives.
- Create clear, concise, and visually compelling presentations (charts, graphs, dashboards) summarizing financial analysis and recommendations for senior management, executives, and stakeholders.
- Identify opportunities to improve financial reporting, forecasting, budgeting, and analysis processes for greater efficiency and accuracy.
- Month-end closing.
- Answer ad-hoc financial questions from management and other departments.
Requirements:
- University degree in Accounting, Finance, or a related field. CMA, ACCA is a plus.
- Minimum 5 years of FP&A/Accounting experience.
- Advanced Excel skills—formulas, charts, bridging diagrams—and the ability to turn data into clear stories.
- Strong analytical mindset with excellent communication skills; comfortable working across cultures and time zones.
- Detail-oriented, self-driven, and committed to continuous improvement.
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