Budgeting & Planning

• Create, manage, and review the annual strategic plan, establishment of KPIs

• and budget development process based on a zero-based budget approach.
• Work with the various departments to develop a yearly budget ensuring a
• high level of detail, accuracy, and holistic coherence.
• Work with relevant stakeholders to set monthly, quarterly, and yearly
• targets.
• Review rolling forecasts monthly, or more frequently based on changes to
• the business, the market, and the operating environment to help
• management make better decisions to reach company goals.
• Review weekly and monthly cash flow planning and forecasts.
• Develop business case proposals and plans for expansion projects and new
• opportunities.

Management Reporting

• Review a monthly management reporting package to be presented during
• the management meeting. Attend the management meeting and be
• prepared to answer questions related to financial performance.
• Oversee performance management by working with the divisional manager
• to track them throughout the year.

• Track performance through charts, graphs, and tables monthly or more

• frequently if the portfolio business requires.

• Review with divisional managers, on a monthly basis, to ensure targets are

• on-track and opportunities for improvement are identified.

• Track the variance of actual operations against the budgets and forecasts.

• Investigate large or unusual variances to improve future forecasting and to
• safeguard the business.

• Analyze the portfolio business’s revenue mix and profitability by center,

• channel, product, customer, segment, and function. Monitor trends over
• time and proactively investigate any areas that stand out.

Decision Making Support

• Develop analytical reporting tools and optimize them for user ease and

• database accessibility.

• Analyze historical financials by reviewing key financial ratios and tracking

• trends over time and against industry averages.

• Analyze and advise on pricing and promotion decisions, compensation

• schemes, and other financially sensitive matters.

• Review purchase requests, project expenditures and other expenses, and

• approve or reject requests based on the budget.

• Examine and evaluate the cost-efficiency of each department. Track trends

• over time, identify outliers and work to improve the portfolio business’s
• operating efficiency.

• Coordinate with divisional managers to provide financial support and make

• recommendations to ensure stable and cost-effective functions.

• Maintain close oversight of financial expenditures throughout any projects.

Leadership

• Demonstrate strong leadership to facilitate management decision making.
• Establish and maintain strong relationships with management team and all

• functions by driving consensus and analyzing results and assumptions.

• Continually monitor industry developments, develop contacts in the industry

• and identify opportunities and threats to the business.

The above statements are a snapshot of the duties and responsibilities of the role and are not intended to be an exhaustive list. 

Budgeting & Planning

• Create, manage, and review the annual strategic plan, establishment of KPIs

• and budget development process based on a zero-based budget approach.
• Work with the various departments to develop a yearly budget ensuring a
• high level of detail, accuracy, and holistic coherence.
• Work with relevant stakeholders to set monthly, quarterly, and yearly
• targets.
• Review rolling forecasts monthly, or more frequently based on changes to
• the business, the market, and the operating environment to help
• management make better decisions to reach company goals.
• Review weekly and monthly cash flow planning and forecasts.
• Develop business case proposals and plans for expansion projects and new
• opportunities.

Management Reporting

• Review a monthly management reporting package to be presented during
• the management meeting. Attend the management meeting and be
• prepared to answer questions related to financial performance.
• Oversee performance management by working with the divisional manager
• to track them throughout the year.

• Track performance through charts, graphs, and tables monthly or more

• frequently if the portfolio business requires.

• Review with divisional managers, on a monthly basis, to ensure targets are

• on-track and opportunities for improvement are identified.

• Track the variance of actual operations against the budgets and forecasts.

• Investigate large or unusual variances to improve future forecasting and to
• safeguard the business.

• Analyze the portfolio business’s revenue mix and profitability by center,

• channel, product, customer, segment, and function. Monitor trends over
• time and proactively investigate any areas that stand out.

Decision Making Support

• Develop analytical reporting tools and optimize them for user ease and

• database accessibility.

• Analyze historical financials by reviewing key financial ratios and tracking

• trends over time and against industry averages.

• Analyze and advise on pricing and promotion decisions, compensation

• schemes, and other financially sensitive matters.

• Review purchase requests, project expenditures and other expenses, and

• approve or reject requests based on the budget.

• Examine and evaluate the cost-efficiency of each department. Track trends

• over time, identify outliers and work to improve the portfolio business’s
• operating efficiency.

• Coordinate with divisional managers to provide financial support and make

• recommendations to ensure stable and cost-effective functions.

• Maintain close oversight of financial expenditures throughout any projects.

Leadership

• Demonstrate strong leadership to facilitate management decision making.
• Establish and maintain strong relationships with management team and all

• functions by driving consensus and analyzing results and assumptions.

• Continually monitor industry developments, develop contacts in the industry

• and identify opportunities and threats to the business.

The above statements are a snapshot of the duties and responsibilities of the role and are not intended to be an exhaustive list. 

• Bachelor's degree in accounting or finance
• Accounting certifications (CPA, ACCA or CIMA) highly preferred
• 4+ years of progressive accounting or finance experience with a portion of it in a supervisory role
• Extremely organized and attentive to detail, strong with numbers
• Thorough understanding of accounting and financial reporting principles and practices
• Excellent verbal and written skills
• Strong leadership skills with a dedication to driving and achieving results
• Advanced skills with Microsoft Office products
• Familiarity with Enterprise Resource Planning (ERP) software systems