Job Description & Responsibilities:
1- Stakeholder Interaction and Communication
2- Data Collection and Analysis
Gathering Financial Information: Collect and organize clients’ financial documents, including Financial Planning ideas & tools, Budgeting improvement, and Reporting.
Data Entry: Input and maintain accurate client data in financial planning software and databases.
Financial Analysis: Assist in analyzing clients’ financial situations, including cash flow, budget data, Budget Transactions, Budget preparation, Strategic planning, and Financial reporting.
3- Plan Development
Research: Research financial planning options, budgeting development, reporting and market trends to support plan recommendations.
Documentation: Prepare financial planning documents, including reports, charts, and presentations.
Drafting Plans: Helped draft financial plans and strategies.
Qualifications & Experience:
- Bachelor's degree in finance or accounting
- Minimum 7 years of experience in financial planning, budgeting, and reporting.
- Experience with SAP ERP
- Proven expertise in developing and modifying financial policies and procedures.
- Advanced skills in financial analysis and budget preparation.
- Advanced proficiency in Microsoft Office Suite, especially Excel and PowerPoint.