Financial Planning Analyst

About the role

The person in this role will be responsible for providing financial reports and analysis to support whole of Tech financial reporting. This includes budgeting, performing expense analysis, financial reporting, and expense tracking against approved budget.

Key responsibilities

• Expense Management: Tracking and analyzing all company expenses, ensuring they are within budgetary limits, and identifying cost-saving opportunities.
• Budgeting: Collaborating with various departments to create and manage budgets, forecasting future financial needs, and monitoring budget adherence.
• Invoice Processing: Verifying and processing invoices from vendors, ensuring accuracy, and making timely payments to suppliers.
• Purchase Order Management: Managing purchase orders, including reviewing and approving purchase requests from other departments.
• Financial Analysis: Conducting financial analysis, such as variance analysis, to assess financial performance and provide insights for decision-making.
• Reporting: Preparing regular financial reports and statements for management, highlighting key financial metrics, and providing recommendations for improvement.
• Compliance: Ensuring compliance with financial regulations and internal policies, including tax regulations and procurement guidelines.
• Data Analysis: Utilizing financial software and tools to analyze data and trends, helping the company make informed financial decisions.
• Continuous Improvement: Identifying process improvements and implementing best practices to enhance the efficiency and effectiveness of financial operations.

About you

• At least 3 years' experience in Financial Planning & Analysis or other Financial related roles
• Sound understanding of Financial terms and concepts
• Must be comfortable with numbers and proficient in handling large datasets
• Intermediate proficiency in Microsoft Excel is required (formulas, pivot tables, conditional formatting)
• Proficiency in Power BI will be a plus.
• Independent but also able to work as part of a larger team
• "Hands on" proactive and self-driven attitude is required, who enjoys challenges and thrives in a fast changing and demanding environment.
• Good oral and written communication skills, with ability to interact with senior management.
• Degree / Diploma in Business or Accounting (preferred)