Budget and Planning Analyst

Position Summary As the Budget and Planning Analyst you will develop, manage, and monitor budgets by analyzing financial data to identify trends, forecast future costs, and recommend financial strategies to optimize resource allocation and achieve organizational goals Role and Responsibilities Roles and responsibilities include, but is not limited to:

• You will review national promotion claims and marketing promotion claims and provide guidance to relevant sales team to make them comply with these processes.
• Aggregate monthly performances of each year and month and analyze the gap between the actual and the target to share the results with the sales team and set their new targets.
• Check the validity of the marketing budget and adjust the budget expenditure of each sales department.
• Improve the accuracy of supply projection and optimize the logistics process.
• [Process review] Perform work processes such as contract, claims, supply projection, invoice, inventory, etc. and operate the system; if other issues that have not been defined arise, analyze the differences from the defined processes.
• [Process compliance check] Produce documents for explaining the work processes to the sales force and check for abnormalities in each sales activity.
• [Target setting and performance aggregation] Consolidate annual and monthly targets for sales indices of each sales team such as contracts, claims, supply projections, invoices, and inventories, and calculate the gap between the actual and the target.
• [Marketing expenses validity check] Analyze the requests for approval on sales promotion expenses and check their basic items.

Skills and Qualifications To be successful in this role, you must have/be able to:

• Bachelor’s degree in Business or Accounting
• Must have minimum 3 years related work experience in Budget and Planning Analytics
• Strong analytical and advanced excel skills – knowledge in VBA is a must
• Excellent communication and collaboration skills
• Knowledgeable in SAP
• Able to handle work under pressure and tight deadlines
• Self-starter and work with limited supervision
• Willing to work on-site in McKinley Hill, Taguig

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