● Develop financial models through benchmarking and process analysis
● Forecast quarterly and annual profits
● Prepare cost projections
● Analyze and report on current financial status
● Conduct thorough research of historical financial data
● Explore investment options and present risk and opportunities
● Coordinate with the Financial Planning and Analysis Manager and the executive team on long-term financial planning
● Compare anticipated and actual results and identify areas of improvement
● Participate in budgeting (for departments and projects)
● Review accounting transactions for data accuracy
● Establish financial policies
● Maintain confidentiality of financial information and investment decisions
● Proven work experience as a Financial Planning and Analysis Assistant Manager or similar role● Hands-on experience with financial and statistical software● Expertise in MS Excel (creating spreadsheets and using advanced formulas)● Familiarity with finance databases● Understanding of Enterprise Resource Planning systems (ERP)● Up-to-date with accounting laws and regulations● Excellent analytical skills● Ability to present financial data using detailed reports and charts● Demonstrable strategic thinking skills● Confidentiality in handling sensitive financial information● BS degree in Finance, Accounting or Economics● Relevant certification (e.g. CFA/CPA) is a plus