- Collect and analyze financial data, including revenue, expenses, and budgets, to identify trends and assess financial performance.
- Prepare financial reports, dashboards, and presentations to present findings and insights to stakeholders.
- Conduct financial modeling, scenario analysis, and sensitivity analysis to support strategic decision-making.
- Monitor and evaluate financial metrics, such as profitability, liquidity, and return on investment, and provide recommendations for improvement.
Forecasting and Budgeting:
- Assist in the development and maintenance of financial forecasts and budgets.
- Collaborate with department heads to gather relevant information and ensure accuracy and completeness of forecasts.
- Track and analyze budget variances, identify reasons for deviations, and propose corrective actions.
- Support the preparation of financial forecasts for business planning and performance evaluation
- Analyze key performance indicators (KPIs) to evaluate the financial health of the organization and individual business units.
- Provide insightful analysis on revenue generation, cost optimization, and profitability improvement opportunities.
- Identify areas of potential risk or concern and recommend appropriate actions to mitigate them.
- Support the preparation of management reports and presentations for senior leadership.
Financial Planning Support:
- Assist in the development of financial models and tools to facilitate financial planning and analysis processes.
- Conduct ad-hoc financial analysis and special projects as assigned by management.
- Collaborate with cross-functional teams to support financial planning activities, including scenario planning, investment analysis, and capital allocation.
Data Management and Accuracy:
- Ensure the accuracy and integrity of financial data by conducting regular data validation and reconciliations.
- Maintain and update financial databases, systems, and records to ensure timely and accurate reporting.
- Identify process improvement opportunities to enhance the efficiency and effectiveness of financial analysis and reporting.