Budget Planning Specialist

We are seeking a highly skilled and motivated Budget Planning Specialist who will play a critical role in managing and optimizing the organization’s financial planning and budgeting processes. This position involves preparing and monitoring budgets, forecasting financial performance, analyzing data, and providing actionable insights to support strategic business decisions.

Key Responsibilities:
1. Budget Development and Management
•    Prepare, consolidate, and maintain annual and periodic budgets in collaboration with department heads and key stakeholders.
•    Ensure all budgets align with corporate objectives, business priorities, and financial constraints.
•    Update and adjust budget plans to reflect operational changes, new projects, or financial shifts.
2. Expense Monitoring and Forecasting
•    Monitor actual expenditures versus approved budgets on a regular basis and identify variances.
•    Develop rolling financial forecasts to anticipate future financial needs, opportunities, and risks.
•    Provide timely insights on spending trends and recommend corrective measures when required.
3. Financial Analysis and Reporting
•    Analyze financial data to identify inefficiencies, cost-saving opportunities, and performance gaps.
•    Prepare detailed reports, dashboards, and presentations for senior management, highlighting key findings and recommendations.
•    Ensure accuracy, consistency, and compliance of all financial data and reports with internal policies and regulatory standards.
4. Stakeholder Collaboration
•    Partner closely with Finance, Operations, and Business Units to collect financial inputs and validate assumptions.
•    Act as a financial liaison to support departments in budget preparation, expense tracking, and variance explanations.
•    Promote transparency and alignment across departments by facilitating effective communication and follow-up.
5. Process Improvement & Systems Enhancement
•    Support the continuous improvement of budgeting, forecasting, and reporting processes.
•    Recommend and help implement automation or analytical tools (Excel, Power BI, ERP) to enhance efficiency and accuracy.
•    Contribute to standardizing templates, reports, and procedures to ensure consistency across the organization.

Requirements:
•    Bachelor’s degree in Finance, Accounting, Industrial Engineering, or a related field (Master’s preferred).
•    2–4 years of relevant experience in budgeting, financial planning, or financial analysis — preferably within a logistics, FMCG, or service-oriented company.
•    Strong proficiency in Excel (Power Query, Pivot Tables) and solid working knowledge of Power BI or other data visualization tools.
•    Good understanding of financial modeling, forecasting techniques, and variance analysis.
•    Strong communication and presentation skills to clearly articulate financial insights.
•    High attention to detail, accuracy, and consistency in financial data handling.
•    Collaborative team player with excellent follow-up and coordination skills.
•    Analytical and proactive mindset, capable of handling complex financial scenarios and suggesting practical solutions.