Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning cycles, and provide forward-looking insights that guide strategy. This role requires strong analytical skills, mastery of modeling tools, and the ability to translate numbers into actionable recommendations. You will work closely with finance leaders and department heads to ensure budgets and forecasts are accurate, realistic, and strategically aligned.
Responsibilities
Budget Development
Lead preparation of annual operating and capital budgets.
Consolidate inputs across departments and business units.
Ensure budgets align with company goals and resource constraints.
Forecasting
Maintain rolling forecasts for revenue, expenses, and cash flow.
Update models monthly or quarterly with actuals, adjusting assumptions.
Build scenario and sensitivity analyses to test potential outcomes.
Variance Analysis
Compare actual results to budgets/forecasts.
Prepare written commentary to explain variances and recommend corrective actions.
Financial Modeling
Build dynamic Excel or Google Sheets models (DCF, ROI, IRR, break-even).
Use advanced formulas, macros, or BI tool integrations to improve accuracy.
Reporting
Prepare management reporting packages with dashboards and visualizations.
Present insights to executives, highlighting risks and opportunities.
Collaboration
Partner with department heads to align forecasts with operational plans.
Work with FP&A teams to refine planning assumptions.
Process Improvement
Identify inefficiencies in forecasting workflows.
Implement new FP&A software or improve data integrations (Adaptive Insights, Anaplan, Workday, or equivalent).
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related field.
Minimum of 3+ years in financial planning/analysis, budgeting, or forecasting.
Experience forecasting for SaaS, real estate, or professional services is an added advantage.
Familiarity with BI/analytics platforms (Power BI, Tableau, Looker).
Typical Day and Success Metrics
A typical day involves maintaining financial models, analyzing variances, supporting decision-making through scenario analysis, and collaborating across teams to validate budget assumptions. Success will be measured by:
Forecast accuracy within ±5–10%.
Budget completion within agreed timelines.
Variance explanations delivered within 2–3 days of close.
Reduced forecasting cycle time via automation.
How to Apply
Interested and qualified candidates are invited to apply through the application link provided: Apply via Workable
