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.