Job Description

• Develop and maintain comprehensive financial forecasts, budgets, and rolling forecasts to support strategic planning.

• Conduct in-depth variance analysis and root cause investigations to identify trends, risks, and opportunities.

• Prepare detailed management reports and presentations for senior leadership, including KPI dashboards and performance summaries.

• Collaborate with business units to understand operational drivers and translate business objectives into financial plans.

• Build and refine financial models to support scenario planning, capital allocation, and investment decisions.

• Monitor financial performance against targets and provide timely insights to drive corrective actions.

• Support the annual budgeting and forecasting cycle, ensuring alignment with corporate goals and regulatory standards.

• Partner with Finance, Operations, and Sales teams to enhance data accuracy and improve financial reporting processes.

• Stay abreast of industry trends, regulatory changes, and economic factors impacting financial performance.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA, CFA, or CMA certification is a plus.

• 2-5 years of experience in Financial Planning & Analysis within the financial services or related industry.

• Proficiency in advanced Excel, with strong knowledge of financial modeling and data visualization tools (e.g., Power BI, Tableau).

• Demonstrated experience with ERP systems such as SAP, Oracle, or similar financial platforms.

• Excellent analytical, problem-solving, and critical thinking skills with a high level of attention to detail.

• Strong communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.

• Experience with budgeting, forecasting, and variance analysis in a corporate or institutional setting.

Skills Required