Finance Planning Associate

Job Description

The job objective of the Financial Planning Associate is to assist the Financial Planning Manager in providing support to Management by gathering data and information towards the completion of a base budget, generate, accurately maintain, and timely submit budget and related reports, monitor budget actualization, maintain, and provide support on tools, systems and financial plan initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Accurate and timely Budget and related reports

• Responsible for obtaining data to prepare and consolidate the following reports:
• Management Report
• assumptions for periodic Rolling Forecast/Annual budget exercises
• Responsible for uploading/downloading information in BCC and Hyperion (HFM)
• Achieve an acceptable level of accuracy of projections of budget cycles against actual results including phasing.
• Maintain historical information on P&L movements
• Build, update, and maintain P&L database worksheet as may be required
• Prepare and consolidate P&L worksheets and supporting schedules
• Provide support to management’s decision making by ensuring the accurate reporting and monitoring of financials
• Provide assistance to business leads in monitoring their budget commitments for the year by ensuring an accurate and updated monitoring of actual financials

Insightful Budget Analysis

• Monitor budgets versus actual and provide insightful and well-crafted variance analysis
• Provide budget details for periodic reporting to management

Team Effectiveness and Efficiency

• Collaborate with other teams to obtain required data or provide required input to financial planning/reporting
• Constantly review processes and aim to improve and streamline workflow, data gathering, report generation and records archiving
• Develop meaningful individual goals that support agency and department priorities
• Help maintain a work environment that consistently espouses strong work ethics

Others

• Work directly with the superior for any other tasks assigned