Budgeting and Planning Manager

Summary

Provide accurate financial analysis, strategic insights, and decision support to drive the organization's financial planning and performance. involves conducting detailed financial analysis, contributing to budgeting, and forecasting activities, and generating comprehensive reports. collaborates with teams, utilizing strong analytical skills to interpret financial data, identify trends, and provide valuable recommendations.

Core Accountabilities

• Assist in the development and maintenance of the annual budget, periodic forecasting, and long-term financial planning processes.
• Work closely with departments across the organization to gather financial data, analyze trends, and provide insights on financial performance against targets.
• Conduct comprehensive financial analysis, including profitability analysis, cost analysis, variance analysis, and key performance indicators (KPIs) analysis.
• Identify trends, patterns, and areas for improvement to optimize financial resources and enhance business performance.
• Develop and maintain complex financial models to support business planning, investment evaluation, and scenario analysis.
• Provide accurate financial projections and recommendations to support strategic decision-making and drive business growth.
• Prepare and present high-quality financial reports, dashboards, and presentations to senior management and key stakeholders.
• Communicate financial analysis, trends, and insights clearly and concisely to facilitate informed decision-making.
• Collaborate with cross-functional teams to support financial aspects of strategic initiatives, including mergers and acquisitions, capital expenditure projects, and business expansion opportunities.
• Conduct financial due diligence and provide financial insights to support decision-making.
• Continuously improve financial systems, tools, and processes to streamline financial planning, analysis, and reporting activities.
• Identify opportunities for automation and implement best practices to enhance efficiency and accuracy.
• Ensure compliance with financial regulations, accounting standards, and internal controls.
• Support internal and external audits by providing accurate financial data, documentation, and analysis.

Education and Certifications

Bachelor’s degree in finance, Accounting, or a related field. Professional certifications such as CFA, CPA, or CMA are advantageous.

Experience:

5 years of experience in financial planning, analysis, or a similar role.