Job Summary:
The Senior Financial Planning Specialist is responsible for developing, implementing, and monitoring the organization’s financial planning strategies. This role involves conducting financial analysis, forecasting, and providing insights to support long-term financial growth and sustainability.
Job Duties and Responsibilities:
- Financial Planning: Develop and implement comprehensive financial planning strategies to support the organization’s long-term goals.
- Financial Analysis: Conduct in-depth financial analysis to identify trends, opportunities, and potential risks.
- Forecasting: Prepare financial forecasts, projections, and models to support decision-making and strategic planning.
- Scenario Analysis: Conduct scenario analysis to evaluate the potential impact of various financial strategies.
- Budget Alignment: Ensure that financial plans align with the organization’s budgets and strategic objectives.
- Reporting: Prepare financial reports, including variance analysis and performance metrics, for senior management.
- Stakeholder Collaboration: Work closely with department heads and stakeholders to gather financial data and provide planning support.
- Risk Management: Identify financial risks and develop strategies to mitigate them.
- Capital Planning: Assist in capital planning and investment analysis to support growth initiatives.
- Process Improvement: Identify and implement improvements to financial planning processes.
Required Job Skills:
- Financial Analysis and Modeling: Expertise in financial analysis, modeling, and forecasting.
- Strategic Planning: Ability to develop long-term financial plans aligned with organizational goals.
- Analytical Thinking: Strong analytical skills to interpret financial data and trends.
- Communication Skills: Excellent communication skills for presenting financial information to senior management.
- Problem-solving: Ability to identify financial issues and develop solutions.
- Tech Proficiency: Proficient in financial planning software and tools (e.g., Excel, SAP, Oracle).
- Project Management: Ability to manage financial planning projects and meet deadlines.
- Collaboration: Strong interpersonal skills for working with stakeholders and department heads.
- Risk Management: Knowledge of risk assessment and management in financial planning.
- Attention to Detail: High level of accuracy in financial reporting and analysis.
Required Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- A Master’s degree in Finance or a related discipline is preferred.
Required Language:
- English (Advanced)