Budgeting & Forecasting
- Develop and manage annual budgets, rolling forecasts, and strategic plans.
- Collaborate with business units to gather inputs and validate assumptions.
- Use historical data, trends, and external factors for accurate forecasting.
Variance Analysis
- Analyze actual vs. budget and actual vs. forecast results.
- Identify drivers behind performance gaps (e.g., volume, pricing, cost changes).
- Present insights and recommended actions to leadership.
Financial Modeling
- Build and maintain dynamic financial models in Excel or FP&A tools.
- Run scenario planning, sensitivity analysis, and what-if analysis.
- Model cash flow, working capital, and profitability under various conditions.
Strategic Planning
- Support long-term planning aligned with company strategy.
- Help evaluate market trends, industry dynamics, and macroeconomic risks.
- Participate in strategic initiatives (new markets, M&A, product launches).
KPI Development & Performance Monitoring
- Define and track key financial and operational KPIs.
- Use dashboards to monitor revenue growth, cost efficiency, EBITDA, etc.
- Report and visualize trends using Excel, Power BI, or Tableau.
Management Reporting
- Prepare monthly and quarterly performance reports for senior management.
- Create insightful board packs and executive dashboards.
- Turn complex data into meaningful, business-oriented narratives.
Business Partnering
- Work closely with departments like Sales, Marketing, HR, and Operations.
- Provide financial insights to support decision-making across the business.
- Help teams understand the financial impact of their actions.
Communication & Storytelling
- Summarize complex findings in a way that’s clear to non-financial audiences.
- Create executive-ready presentations and briefings.
- Communicate risk, opportunity, and strategic impact concisely.
Systems & Tools Proficiency
- Hands-on experience with FP&A tools such as:
- Anaplan, Adaptive Insights, Hyperion, SAP BPC
- Strong Excel modeling skills
- ERP system knowledge (e.g., SAP, Oracle, NetSuite)
Bonus: Agility and Problem Solving
- Adapt quickly to changing business needs or external shocks.
- Propose financial strategies to address emerging risks or capture opportunities.