Budget and Planning Officer (FPA Officer)

DUTIES, RESPONSBILITIES
1. Budget Development:
- Lead the annual budgeting process, working closely with department heads to develop detailed budgets aligned with organizational goals.
- Prepare budget guidelines, templates, and instructions for budget owners.

2. Budget Monitoring and Control:
- Monitor budget performance on a regular basis, identifying variances and providing explanations to management.
- Implement budget controls and procedures to ensure compliance and prevent overspending.

3. Forecasting:
- Develop and maintain financial forecasting models to support short-term and long-term planning.
- Update forecasts based on actual performance and changes in business conditions.

4. Financial Analysis:
- Conduct financial analysis to support decision-making and identify opportunities for cost savings and efficiency improvements.
- Provide insights and recommendations to management based on financial data and analysis.

5. Financial Reporting:
- Prepare accurate and timely financial reports, including budget vs. actuals analysis, variance reports, and ad-hoc analysis as needed.
- Present financial information to senior management and other stakeholders.

6. Cross-Functional Collaboration:
- Collaborate with department heads and project managers to gather budget inputs, review spending plans, and address budget-related issues.
- Serve as a resource and provide guidance on budget-related matters.

7. Process Improvement:
- Identify opportunities to streamline and improve the budgeting process, including the use of technology and automation.
- Implement best practices and standardize processes across the organization.

8. Compliance and Risk Management:
- Ensure compliance with financial policies, procedures, and regulatory requirements.
- Identify financial risks and develop mitigation strategies.

COMPETENCY REQUIREMENTS

Minimum Qualification Standards
- Bachelor’s degree in finance, Accounting, Business Administration, or a related field
- Minimum of 3-5 years of experience in budgeting, financial planning, or related roles.
- Strong analytical skills with the ability to interpret complex financial data.
- Proficiency in financial modeling and advanced Excel skills.
- Experience with financial software and ERP systems (e.g., SAP, Oracle, Hyperion).
- Excellent communication and interpersonal skills.
- Detail-oriented with strong organizational skills.
- Ability to work independently and as part of a team.
- Strong problem-solving skills and ability to think strategically.
- Knowledge of budgeting best practices and financial regulations.
7. Ability to work independently with minimal supervision as well as collaboratively within a team environment.
8. Adaptability and flexibility to respond to changing priorities and unexpected challenges during the pre-implementation phase.

Behavioral Competencies
Problem Solver and Critical Thinker Mindset
Entrepreneurial Spirit
Leadership Skills
Customer Delight
Integrity, Respect and Excellence
Strong Work Ethic
Interpersonal Skills
Highly Organized
Excellent Communication Skills
Proactive
Meticulous Attention to Detail
Personal Effectiveness
Adaptability
Receptivity to Feedback
Learning Agility
Values Driven
Conceptual Thinking
Navigates Ambiguity
Culture Fit
Passionate about Customers

Knowledge competencies
Attention to detail and accuracy in data entry.
Strong organizational and time-management skills.
Excellent communication and interpersonal skills.
Ability to work collaboratively in a team environment.
Excellent communication and interpersonal skills.
Ability to work collaboratively in a team environment.
Daily Task Reporting
Database and Recordkeeping

Employee Benefits:

HMO - Medicard
Life Insurance
Retirement Plan
Yearly salary Increase.
Year End Bonus
Birthday Allowance
Newly Wedding Benefits - 10,000.00
Referral Program - earn up to 3500.00 per referral.
Daily breakfast
Anytime Fitness - Upon Regularization
Bereavement leaves w/ Financial Assistance
Service Incentive Leave - 12 days VL and 12 days SL (25% convertible as cash yearly)
Trainings
Friday Night Bonding
Quarterly Company Events
13th month
Ambassador Awards and other Employee Recognition
Team Bonding

SALARY : Will be discussed once confirmed