CallHealth - Manager - Financial Planning & Analysis - CA

Job Title: Financial Planning & Analysis Manager

Vertical : Support

Role: Financial Planning & Analysis

Department Name : Finance

Reports to : Business Finance Head

Job Purpose:

- Develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate analytical information to establish goals and measure performance of the businesses.

Main Accountabilities:

- Preparation, presentation and interpretation of regular management accounts and related reports; KPIs, flash reporting, dashboard, and periodic P&Ls.

- Comparison of actual performance with budget and/or forecast; analysis and interpretation of variances.

- Preparation of regular reports on capital expenditure, outstanding debtors/creditors, inventory etc.

- Preparation, in conjunction with line management, of annual budgets and forecasts.

- Preparation of departmental budgets and forecasts.

- Preparation of business plans, balanced scorecards, capital expenditure budgets and forecasts, and - zero based- budgets.

- Working with other departments to develop corporate budgets and forecasts.

- Preparation of non-routine reports that analyse and interpret financial/numerical data.

- Evaluating alternative courses of action and making specific recommendations; following up results of reports.

- Application of appropriate principles and techniques, for example overhead allocation, marginal costing, break-even analysis and ABC, in order to establish the current and future costs of the organisation's products, services and activities.

- Identification of costs and revenues relating to specific business decisions, for example the introduction, amendment or deletion of a product or service; pricing, make or buy comparisons.

- Review of other organisations- performance based on published accounts and other available information for example competitor review, potential investment or customer creditworthiness.

- Review of subsidiary or associated company performance

- Using investment appraisal techniques for the evaluation of capital expenditure, long-term contracts and other projects.

- Evaluating other investments or acquisitions using appropriate techniques.

- Identifying the organization's funding position, future funding requirements, costs and sources of funds, options for investment, cost of capital and leasing decisions.

- Contributing to longer-term balance sheet and capital structure management

- Management of a project or working as part of a project team, for example the introduction of a new system or procedures to the organisation, business process re-engineering or quality improvement, capital expenditure projects or any other non-routine activity with a defined output, such as the launch of a new product or an office move.

Dimensions

- Staff :

- Directly Responsible for :

- Financial Responsibility :

- Office Responsibility :

Impact & Influence

- Impact on business decision making, strategy and long run planning.

- Impact on forecasting and performance management.

Knowledge, Skills & Experience

Qualification: CA with 4 years of Experience.

- Knowledge financial planning and analysis.

- Excellent communication skills.

- Expert on MS office and Hands on ERP, Strong in Statutory matters.

- Excellent corporate etiquette.

Key Relationship Customers

Internal Customers: Should have close connect with internal stake holders to guide and help them in understanding the business and management information system requirements.

Internal support department: Should have good connect with all the support departments and to help them for business partnering.

External Customers: Prepare reports as per investor and bank loan requirements.

Other information: Should be edge over competitor business knowledge.

Personal Attributes

Assertiveness: Has ability to articulate and hold their own in pressured conversations and to manage the expectations of others whilst working under pressure

Initiative: Requires little or no supervision but will seek support from Head of Department when necessary. Understands necessity to plan forward and think through potential complications. Identifies appropriate solutions to problems and acts accordingly. Able to identify, and solve problems. Proactively suggests ideas for improvements around working practices

Credibility: Has gained the respect from all members of the business, both consultants and support, seen as reliable, trustworthy and capable of performing the role; leads by example

Adaptability: Maintains good performance and quality of work under pressure and is prepared to manage change at the last minute

Professionalism and confidentiality: Confident individual who can deal with people at all levels both internally and externally. Demonstrates credibility and appropriate verbal and non-verbal behaviour with clients and sector/industry team; adapts style when necessary

Teamwork: Actively fosters a good working environment with consultants; the secretarial team and other support functions across Hay Group; builds effective team relationships

Team effectiveness: Creates conditions to enable the team to perform at it best; acts to build a team setting clear direction, providing appropriate structure, recruitment of the right people. Provides the support needed to the team in respect of personal development and coaching, as required

Organisation and planning: Has aptitude to prioritise, plan and organise workloads placed upon them and the ability to manage expectations and deadlines

Oral and written communication: Has ability, confidence and professionalism to convey information, both written and oral, clearly, concisely and persuasively

Commitment: Has drive and energy to undertake all tasks, even those that may appear laborious, displaying the same level of motivation and enthusiasm Empathy: has tact and diplomacy and an ability to anticipate and deal with the varying needs and concerns of others and can adapt their personal style to meet these needs

Able to relate well to others and use interpersonal skills to achieve desired objectives; recognising the need to represent both the business and team

Ability to cope with change, to be flexible and to handle times of uncertainty Focus on achieving results and exceeding others- expectations Encourages self-direction amongst team members

Limitations & Disclaimer:

The above job Description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor.

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an - at-will- basis.