Planning & Forecasting
- Prepare full profit & loss, and financial packages, including analysis against plan, previous estimate, prior year, and other relevant benchmarks
- Provide in-depth variance analysis, identifying risks, opportunities, and recommended actions
- Act as coordinator across the organization to ensure all action items (financial and non-financial) are tracked and executed
- Ensure the accuracy, completeness, and timeliness of planning and forecast submissions, enabling smooth financial roll-up consolidation
- Develop and enhance financial templates and tools that align with evolving business models and requirements
Reporting & Analysis
- Deliver insightful monthly reporting packages, ensuring accuracy of figures and clear explanation of variances
- Translate complex financial data into clear, actionable insights for executives and stakeholders
- Identify gaps in financial performance and assess impact on balance-of-year and full-year delivery
- Promptly communicate material deviations from forecast, highlighting risks and opportunities
Process Improvement & Business Partnering
- Continuously refine planning, forecasting, and reporting processes to improve efficiency and effectiveness
- Document process flows, work instructions, and desktop procedures to ensure knowledge transfer and continuity
- Provide ad hoc analytics and support for projects, programs, or executive initiatives
- Partner with business leaders to align financial insights with strategic and operational decisions
Minimum Qualifications
- Graduate of Bachelor of Science in Accountancy
- At least 3 years of solid Financial Planning & Analysis experience across multiple business units
- Strong track record in budget management, monthly forecasting, and executive-level financial reporting
- Advanced skills in financial modeling, profitability analysis, value chain analysis, and strategic planning
- Proficiency in financial systems and advanced Excel/financial modeling
- Ability to work independently under tight deadlines, delivering high-quality outputs
- Strong communication skills comfortable presenting to Chief Finance Officer and Management Committee, both face-to-face and virtually
- Industry experience in hvac, elevators, or related fields preferred
