WALL STREET ENGLISH ★ 3.1

Key Purpose of the Job:
The Finance Business Partner Assistant Manager is responsible for performing budgeting, forecasting and analysis that supports major corporate decisions of the divisional manager of a portfolio business. This role is also responsible for managing the portfolio business’s cash flow, increasing company operating efficiency and ensuring profitability through careful financial planning.

1. Budgeting & Planning
- Create, manage, and review the annual strategic plan, establishment of KPIs and budget development process based on a zero-based budget approach. Work with the various departments to develop a yearly budget ensuring a high level of detail, accuracy, and holistic coherence.
- Work with relevant stakeholders to set monthly, quarterly, and yearly targets.
- Review rolling forecasts monthly, or more frequently based on changes to the business, the market, and the operating environment to help management make better decisions to reach company goals.
- Review weekly and monthly cash flow planning and forecasts.
- Develop business case proposals and plans for expansion projects and new opportunities.
2. Management Reporting
- Review a monthly management reporting package to be presented during the management meeting. Attend the management meeting and be prepared to answer questions related to financial performance.
- Oversee performance management by working with the divisional manager to track
them throughout the year.
- Track performance through charts, graphs, and tables monthly or more frequently if the portfolio business requires
- Review with divisional managers, on a monthly basis, to ensure targets are on-track and opportunities for improvement are identified.
- Track the variance of actual operations against the budgets and forecasts. Investigate large or unusual variances to improve future forecasting and to safeguard the business.
3. Decision Making Support
- Develop analytical reporting tools and optimize them for user ease and database accessibility.
- Analyze historical financials by reviewing key financial ratios and tracking trends over time and against industry averages.
- Analyze and advise on pricing and promotion decisions, compensation schemes, and other financially sensitive matters.
- Review purchase requests, project expenditures and other expenses, and approve or reject requests based on the budget.