Financial Planning and Analysis Manager

• A bachelor's degree in accounting, finance, or a
related field is typically required.
• With 3 or 5 years experience in managerial role
• Must possess excellent analytical skills to
evaluate financial information and identify areas
of concern or improvement.
• Effective communication, leadership, and
interpersonal skills.
Technical Skills Required:
• Creating a template for financial ratios including
liquidity, efficiency, leverage, profitability and
market value ratio.
• Review previous years Financial Statements
• Comparing Historical to Current year data

5

• Variance Analysis of Company's Data vs Minimum
Standard, bank standard, Targets, Industry Best
and Industry Average.
• Create Financial Plan Template
• Project Financial Data up to 2030
• Accounting, Tax, Purchasing, Inventory, Credit
and Collection, BQM, Treasury, Investments,
Budget Management (All Departments - Budget
Vs Actual)
• Identifying and gathering data of competitors
• Budget Creation
• Budget Planning
• Budget Approval
• Budget Management
• Budget Deliberation
• Mid Year Budget Review
• Annual Budget Review
• Analyze historical trend (atleast previous 5 years)
• Monitor 'check and balance' activity on daily
budget transaction
• Evaluate the recognition, valuation and
classification of financial data
• Present Financial Plan to CEO and BOD
• Policy and Procedure Formulation
• Create template with company's accounts per line
item/account
• Analyze and report Monthly Budget variances and
causes
Functional Skills:
*Create Departmental Strategic Plan and Operational
Plan
*Create Departmental Budget
*Formulate Reportorial Reports for presentation to
Mancom
*Supervise supervisors on their daily tasks and
reportorial deliverables
*Conduct one-on-one coaching sessions on performance
*Handle employee career development and individual
development plan
*Provide job orientation and KPIs/Targets
*Monitor attendance and reportorial requirements of
subordinate/s
*Conduct performance management and evaluation
monthly/quarterly
*Submits performance evaluation of subordinate/s to HR