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.2/ 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.3/ 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.4/ 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.
