Financial Planning and Analysis Specialist

Responsibilities

• Develop and monitor the company's annual budget, including forecasts throughout the year.
• Collaborate cross-functionally with department leaders to gather, validate, and consolidate budget and forecast inputs, ensuring alignment with financial targets and strategic objectives.
• Build and maintain financial models to support strategic initiatives, capital investments, and management decision-making.
• Analyze key financial metrics and identify trends to forecast company performance.
• Perform monthly, quarterly, and yearly variance analysis of actuals vs. forecast. Provide insights and explain deviations.
• Support long-term strategic and financial planning by incorporating market trends, economic conditions, competitive dynamics, and business risks into financial models and projections.
• Provide ad-hoc analysis, management reporting, and presentations, with the capability to clearly explain complex financial data to both finance and non-finance audiences.
• Continuously improve FP&A processes, financial models, and reporting tools to enhance accuracy, efficiency, and scalability.
• Others as maybe assigned by Management

Qualifications

• Bachelor's degree in Accountancy, Economics, Business Administration, Management Engineering or a related field
• CPA, CFA, CMA, or other relevant finance certifications (e.g. FMVA) are a plus
• At least 2-3 years of experience in financial analysis, budgeting, and forecasting
• Proficient in Excel for building financial models and managing large datasets
• Experience with data visualization and BI tools is a plus.
• Strong analytical capabilities and proactive mindset.
• Excellent verbal and written communication skills.