Financial Planning Strategist

2 days ago


General Santos, Soccsksargen, Philippines beBeeExpertise Full time $86,000 - $112,000
Strategic Planning Expertise

The ideal candidate will possess a strong background in financial planning and management, with expertise in budgeting, forecasting, and reporting.

Key Responsibilities:
  • Providing expert guidance on the Adaptive Planning solution, ensuring proficiency and certification in the Adaptive Planning suite.
  • Collaborating with clients to design and implement effective planning models, delivering accurate forecasts and plans.
  • Supporting client success through regular communication, setting clear expectations, and facilitating knowledge transfer.
Requirements:
  • Proven experience in financial accounting and/or management, particularly in budgeting, planning, and reporting.
  • Advanced Excel skills, with experience designing and building complex financial planning models.
  • Successful implementation of at least one Enterprise Performance Management (EPM) system.
  • Excellent communication and consulting skills, with ability to present complex ideas to customers and colleagues.
  • Strong team player, able to work effectively in a collaborative environment.
Benefits:
  • Opportunity to work with a leading provider of Adaptive Planning solutions.
  • Chance to develop expertise in strategic planning and implementation.
  • Collaborative and dynamic work environment.


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