Financial Planning & Analysis-Lead

Operations Management

• Reviews and analyzes Financial reports and other management reports prepared by the clients’ staff or by Integrated Financial Reporting Services (IFRS) team of Infinnum.

• Prepares Management Reports and Dashboards, Execom Deck Presentation.

• Collaborates with clients' employees on Financial Accounting reports and related analysis

• Analyzes financial data and provides analysis of trends and forecasts and recommends actions on but not limited to growth and profitability.

• Performs and assists on special projects for clients such as feasibility studies, financial simulations and budgeting

• Assists in the report presentation to clients ExeCom and Board meetings, if included in service engagement activities

• Assists in strategic planning sessions in terms of presentation, data mining and research on economics and trends , facilitation, budgeting

• Documents and reports to immediate head issues encounter that affects our delivery system to the client.

• Attends internal Operations Committee and assists immediate head present required dashboards/reports

• Attends Account meetings and assists immediate head present required dashboards/reports

• Assists immediate head to identify the team's strengths and weaknesses/challenges, and participates in the improvement process

People Management

• Monitors the performance of Junior Consultants based on objectives and deliverables contained in our service engagement contract with our clients.

• Supervises and reviews the work of Junior Consultants

• Assists in the training of Junior Consultants on matters, if any, related to the service engagement

• Mentors and coaches Junior Consultants

• Assists immediate head in effectively communicating goals and setting clear expectations to Junior Consultants

• Engagement to other practice units teams for employee engagement and trainings.

Account/Client Management

• Ensures Service Level Agreements (SLA) and project deliverables with clients are met timely.

• Develops good working relationship with internal and external partners that result in improvement and strong service delivery

• Builds trust with clients and effectively identifies key opportunity areas that improve customer experience

• Identify the issues and concerns of the account and inform immediate head

• Suggests solutions to the identified issues and concerns

• Participates with the managers on evaluating the accounts in terms of account profitability and customer satisfaction (CSAT), billing and collections.

Others

• Makes recommendation to improve the existing service delivery practices and procedures

• Protects organization’s value and maintain professional standards at all times

• Adhere to the company's policies and operating guidelines.

• Other duties and responsibilities that maybe assigned from time to time by immediate head

Qualifications:

• Education & Experience: Holder of a Bachelor’s degree in Accountancy, Finance, or Business with 3 to 5 years of hands-on experience in financial reporting, forecasting, and budgeting.

• Key Skills: High proficiency in data interpretation (financial and economic indicators), executive presentation delivery, and team supervision.

• Logistics: Open to travel/client site visits and able to work in a hybrid setup