Sr. Financial Planning Analyst

Job Description

This position is responsible for the preparation, development and analysis of financial information and provision of a high-quality support service to customers within the organization.

1. Monthly Management Reporting

• Prepare and analyze monthly financial reports (P&L, balance sheet, variance analysis, KPI dashboards).

• Work closely with business units to gather insights and validate financial data.

• Identify trends, risks, and opportunities based on financial performance.

• Ensure timely and accurate reporting to senior management.

2. Budgeting & Long-Term Financial Planning

• Coordinate the annual budget and multi-year financial forecasting processes.

• Develop financial models to support strategic initiatives and long-term goals.

• Collaborate with cross-functional teams to gather inputs and assumptions.

• Monitor budget vs. actuals and highlight key deviations with actionable insights.

3. Business Partnering

• Serve as a finance business partner to assigned departments.

• Provide financial insights to support operational and strategic decisions.

• Educate non-finance stakeholders on financial concepts and implications.

Qualifications

• Graduate of a Bachelor’s Degree in BS Accountancy or Management Accounting
• At least one year experience in the field of Accounting/Financial Reporting
• Preferably Certified Public Accountant but not required

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