The job objective of the Financial Planning Associate is to assist the Financial Planning Manager in providing support to Management by gathering data and information towards the completion of a base budget, generate, accurately maintain, and timely submit budget and related reports, monitor budget actualization, maintain, and provide support on tools, systems and financial plan initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Accurate and timely Budget and related reports

• Responsible for obtaining data to prepare and consolidate the following reports:
• Management Report
• assumptions for periodic Rolling Forecast/Annual budget exercises
• Responsible for uploading/downloading information in BCC and Hyperion (HFM)
• Achieve an acceptable level of accuracy of projections of budget cycles against actual results including phasing.
• Maintain historical information on P&L movements
• Build, update, and maintain P&L database worksheet as may be required
• Prepare and consolidate P&L worksheets and supporting schedules
• Provide support to management’s decision making by ensuring the accurate reporting and monitoring of financials
• Provide assistance to business leads in monitoring their budget commitments for the year by ensuring an accurate and updated monitoring of actual financials

Insightful Budget Analysis

• Monitor budgets versus actual and provide insightful and well-crafted variance analysis
• Provide budget details for periodic reporting to management

Team Effectiveness and Efficiency

• Collaborate with other teams to obtain required data or provide required input to financial planning/reporting
• Constantly review processes and aim to improve and streamline workflow, data gathering, report generation and records archiving
• Develop meaningful individual goals that support agency and department priorities
• Help maintain a work environment that consistently espouses strong work ethics

Others

• Work directly with the superior for any other tasks assigned