We are seeking a highly skilled and motivated Sales and Operation Planning Specialist who plays a critical role in managing and overseeing the organization's financial planning and budgeting processes. This position involves creating, monitoring, and maintaining budgets, forecasting financial needs, analyzing financial data, and making strategic recommendations to optimize the organization's financial performance. By collaborating with various departments, the Budget Planning Specialist ensures that financial plans are accurate, realistic, and aligned with organizational goals.

Key Responsibilities

1. Budget Development and Management
• Create and maintain annual budgets with department heads and key stakeholders.
• Ensure budgets align with strategic objectives and financial constraints.
• Review and update budgets to reflect changes in priorities or financial conditions.
2. Expense Monitoring and Forecasting
• Monitor expenditures against approved budgets and identify variances.
• Develop and maintain financial forecasts to anticipate future financial needs and risks.
• Provide real-time insights into spending trends and recommend corrective actions as needed.
3. Financial Analysis and Reporting
• Analyze financial data to identify cost-saving opportunities and areas for improvement.
• Prepare detailed financial reports and presentations for senior management.
• Ensure compliance with organizational policies and regulatory standards in all financial reporting.
4. Stakeholder Collaboration
• Partner with various departments to gather financial data and provide guidance on budgeting processes.
• Act as a resource for teams to address budgeting questions and resolve issues.
• Facilitate communication between finance and other departments to promote transparency and accountability.
5. Process Improvement
• Develop and implement processes to streamline budgeting and forecasting activities.
• Recommend and execute cost-effective strategies to maximize organizational efficiency.
• Utilize financial tools and software to enhance budgeting accuracy and reporting capabilities.

Qualifications

o   advanced Excel skills

o   Strong understanding of financial modeling, forecasting techniques, and budget preparation

o   Excellent communication and presentation skills to articulate financial insights clearly.

o   Strong collaboration and interpersonal skills to work effectively with diverse teams.

o   Problem-solving mindset with the ability to handle complex financial scenarios.

o   Highly detail-oriented, ensuring accuracy in financial data and reporting.

o   Analytical, with a strong ability to interpret data and draw actionable conclusions.

o   Proactive problem-solver with the ability to identify and address potential financial challenges.