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Financial Planning and Analysis (Budget/Portfolio) Professional 1

Job Function:  Finance and Accounting
Work Location:  Jewelry Trade Center
Company:  CU

Job Purposes

Perform variety of activities including planning and decision making in terms of financial management, as well as identifying, maintaining, and evaluating information and recommending actions to support to support organization goals, objectives, business plan, and growth

Key Roles and Responsibilities

  • Plan and analyze for financial management in 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
  • Identify sources of information along with assembling, verifying, and backing up data to maintain financial database
  • Develop 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
  • Collect, format, analyze, and explain information to make reports summarizing overall performance
  • Perform other responsibilities as assigned


  • Bachelor’s degree in related field
  • Minimum of 0-3 years’ experience in related field
  • 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

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