Finance Specialist

JOB PURPOSE/SUMMARY:

The Specialist – Finance (FPA) is responsible for supporting the company's financial planning, budgeting, forecasting, and analysis processes. The role provides key insights into business performance, supports decision-making with accurate financial data, and ensures compliance with reporting standards and internal policies.

This position plays a critical role in consolidating budgets, preparing forecasts, performing variance analysis, and generating management reports. It also contributes to ERP/BI system enhancements, continuous improvement initiatives, and audit readiness by ensuring the accuracy, timeliness, and reliability of financial information.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

1. Budgeting and Forecasting (35%)

• Support the preparation of annual budgets and rolling forecasts.
• Consolidate inputs from departments, validate assumptions, and highlight variances.
• Ensure forecasts are timely, accurate, and aligned with corporate deadlines.
• Track performance against budget and update financial models as needed.

2. Financial Planning and Analysis (25%)

• Analyze key drivers of financial performance, including revenue, costs, and margins.
• Conduct variance, trend, and sensitivity analyses to support management decisions.
• Provide actionable insights that inform operational and strategic planning.

3. Management Reporting and Compliance (15%)

• Prepare accurate and timely management reports and dashboards for senior leadership.
• Ensure reports comply with IFRS, GAAP, and internal financial policies.
• Support audit queries by preparing reconciliations and supporting documents.

4. ERP and BI System Support (15%)

• Maintain accuracy of financial planning and reporting data in ERP/BI systems (e.g., Oracle, SAP, Hyperion, Power BI).
• Test and support implementation of system enhancements or automation initiatives.
• Identify and resolve system-related data inconsistencies.

5. Process Improvement and Controls (10%)

• Identify opportunities to improve forecasting, budgeting, and reporting processes.
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• Support automation projects that enhance efficiency and reduce manual workload.
• Ensure proper documentation of processes to strengthen consistency and audit readiness

QUALIFICATIONS, EXPERIENCE AND COMPETENCIES

(Education/Certification/ Licensure/Professional Membership

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Professional certification (e.g., CPA, ACCA, CFA, CMA) is preferred or in progress.
• Strong knowledge of financial planning and reporting standards, including IFRS.

Minimum Experience:

• 5 -7 years of experience in financial planning, forecasting, budgeting, or management reporting.
• Hands-on experience with ERP/BI systems and financial modeling.
• Proven track record in variance analysis and performance reporting.

Job Specific Competencies:

1. Budgeting & Forecasting – Ability to build, interpret, and consolidate financial plans and forecasts aligned with organizational goals.
2. Financial Analysis – Skilled in evaluating financial data, identifying trends, and delivering insights for strategic and operational decision-making.
3. Reporting & Compliance – Ensures accuracy and compliance of management reports with IFRS and internal standards.
4. ERP & BI Systems – Proficient in ERP/BI platforms for planning, reporting, and data visualization.
5. Analytical & Problem-Solving Skills – Applies critical thinking to assess issues, resolve discrepancies, and recommend solutions.
6. Process Improvement – Continuously enhances planning and reporting processes through efficiency, automation, and best practices.
7. Stakeholder Collaboration – Builds effective relationships across Finance and business units to gather inputs and deliver financial insights.