Specialist - F&A - FP&A

Job Description

Financial Planning and Analysis – Specialist

Roles and Responsibilities:

1. Financial Reporting & Analysis

Assist in preparing monthly, quarterly, and annual financial reports.

Support variance analysis by comparing actual results to budget/forecast.

Help identify trends and provide insights into business performance.

2. Budgeting & Forecasting

Participate in the annual budgeting process and periodic forecasting cycles.

Gather and consolidate data from different departments for accurate forecasts.

Support the development of financial models to project revenue, expenses, and profitability.

3. Business Performance Monitoring

Track key performance indicators (KPIs) and assist in building dashboards.

Monitor financial and operational performance against strategic goals.

Provide actionable insights to management based on data analysis.

4. Data Management & Financial Modeling

Support the maintenance and enhancement of financial models (Excel or BI tools).

Collect and analyze financial and non-financial data from internal systems.

Assist in scenario and sensitivity analyses for strategic planning.

5. Cross-functional Collaboration

Work with departments such as sales, operations, and procurement to understand financial impact.

Assist in communicating financial insights to non-financial stakeholders.

6. Process Improvement

Identify inefficiencies in existing FP&A processes and suggest improvements.

Learn and help implement automation tools (e.g., Power BI, Tableau, or Excel macros).

7. Compliance & Internal Controls

Ensure accuracy and consistency in financial data reporting.

Adhere to internal control procedures and support audit requirements.

8. Learning & Development

Actively participate in training sessions and mentoring programs.

Stay updated with financial and industry trends to enhance analytical skills.