Financial Planning and Analysis (Budget/Portfolio) Team Leader 2

Job Purposes

Manage and implement policy and direction development for the operations of financial management planning and decision making, including identifying, maintaining, and evaluating information and recommending actions to support financial planning and analysis, to support organization goals, objectives, business plan, and growth

Key Roles and Responsibilities

• Lead and implement the directions to the operations of financial planning and analyzing all areas of revenue, cost of sales, expenses, capital expenditures, along with current and past trends in key performance indicators, to support business plan and financial status effectively
• Participate in analyzing data to set up annual budget and directions of financial planning and analysis to provide mutual understanding throughout the organization
• Manage identifying sources of information along with assembling, verifying, and backing up data to build and maintain financial database
• Manage the continued development of budgeting, financial forecasting, operating plan and modeling tools to support financial planning and analysis operations
• Recommend debt structures and financial actions with analysis and assessment of refinancing options and others related to organization goals
• Coordinate with related functions to accumulate related data and documents for financial planning and analysis
• Monitor staffs and supervisors preparing and making financial reports including collecting, formatting, analyzing, and explaining information to summarize overall performance
• Take care and advise subordinates to ensure effective performance and promotion preparation

Qualifications

• Bachelor’s degree in related field
• Minimum of 3-5 years’ experience in related field and 1-3 years of team management
• Have knowledge in finance and accounting
• Have analytical and numerical skills
• Have good computer skills
• Have communication skills – verbal and written
• Be able to coordinate
• Be creative, highly-organized, and self-motivated

Additional Information