Senior Analyst - Financial Planning

Job Summary:

The position exists in order to support CCF in the area financial planning. With the objective of efficiently and effectively providing the leadership with accurate and timely budget plan and financial reports. Within the limits of the company's strategic objective.

KEY DUTIES AND RESPONSIBILITIES

A. Yearly Business Plan

Activities:

Business Planning Processes are in place, aligned and established for seamless development of budgets by each organization.

a. Create and develop budget templates and cascade to respective organizations

b. Consolidation/formulation and cascade of budget assumptions/guidelines

c. Develops targets and trends which will be used for reviews

Business Plan submissions are reviewed with respective organizations, consolidated, aligned and ensured to be in accordance with commitments/goals

a. Preliminary analysis of the following budget submissions:

i. Sources of Funds

ii. Operating Expenses

iii. Capital Expenditures

b. Consolidation of budget submissions

i. Consolidate budget submissions to create National P&L

ii. Conduct preliminary portfolio analysis and trend analysis of current BP vs

current year and prior years.

iii. Review and align consolidated P&L

Timely submission of approved Business Plan to Board

a. Ensure that the approved BP is submitted timely to the Board using aligned templates.

b. Work with counterparts in Regions/Departments if there are any questions/clarifications

on the BP submission.

B. Semi-annual Rolling Estimates

Activities:

Rolling Estimate Processes are in place, aligned and established for seamless development of budgets by each organization.

a. Assist in developing RE templates and cascade respective organization

b. Consolidation/formulation and cascade of budget assumptions/guidelines

c. Develops targets and trends which will be used for reviews

Rolling Estimate submissions are reviewed with respective department/region, consolidated, aligned and ensured to be in accordance with commitments/goals

a. Review and analyze of the following:

i. Collections/Tithes

ii. Operating expense budgets – with various HO functions/satellite

iii. Labor Cost – with HR

iv. Region P&L – with Region Accountants

b. Consolidation of RE submission

i. Consolidate RE submissions to create National P&L

ii. Preliminary review and alignment of consolidated P&L

Timely submission of approved Rolling Estimate

a. Ensure that the approved BP is submitted timely

b. Reconciliation with counterparts in Region/Departments if there are any

questions/clarifications on the RE submission

C. Monthly Financial Analysis and Reporting

Activities:

Analysis of Financial Data

1. Ensure accuracy and timeliness of financial data
2. Reconciliation with counterparts in Region/Departments if there are any questions/clarifications on the Financial Data
3. Conduct variance analysis of actual results vs. budget
4. Implications to the total year forecast are assessed. Any risks or opportunities are highlighted

Financial Reporting

1. Preparation of consolidated income statements
2. Preparation of financial analysis & reports useful to the decision making process of CCF Leadership

QUALIFICATIONS :

• Bachelor of Science degree in Accountancy
• At least 2 yeas experience in General Accounting or Financial Accounting
• CPA Board passer is a plus
• Proficient in the use of MS Excel and PowerPoint
• Is able to work with minimal supervision
• Displays a high level of maturity and organizational agility (i.e. knows how to properly leverage formal and informal networks)
• Exhibits strong communication and listening skills
• Has a high level of integrity and can be trusted