Role description:
Forecasting and Financial Planning using Board for clients. Role involves updating & adjusting rolling forecasts, submitting budget transfers, making changes to hierarchies, carrying out Profit & Cost Management activities, workforce planning, client collaboration (to mention a few).
Key responsibilities:
Below are a few of the key responsibilities:
* Rolling Forecast: Process Steps for updating & adjusting rolling forecasts in Board.
* Many Inputs and Overlays (Cost Nominal Review): How to make manual inputs & overlays in Board using the Cost Nominal Review screen
* Budget Transfers: Process steps for submitting budget transfers in Board
* Board Hierarchy Management: Process steps on how to make changes to hierarchies in Board, incl. cost centre changes, core & non-core node changes etc.
* Profit & Cost Management (PCM Activity): Process steps to carry out key PCM activity in Board (including creating and renaming a Responsibility Centre & creating member activity)
* Forecasting Operating Costs (Commercial & Property): Forecasting purposes only. Process steps for forecasting PO’s using Coupa data in Board (incl. data cleansing), How to report on PO forecasts using Board
Key skills/knowledge/experience:
* Comprehensive knowledge of forecasting and financial planning processes in Board
* Proficient in cost management and budget transfers
* Expertise in data analysis and reporting capabilities
* Focus on thoroughness and correctness in financial forecasting
* Proficient in collaborating with cross- functional teams to facilitate budget adjustments
* Knowledge of Coupa and methodologies related to workforce planning (good to have)