CORPORATE PLANNING ANALYST

JOB OBJECTIVE/S

Reporting directly to the Corporate Planning Supervisor, the position is responsible for the
preparation of management reports, budgeting activities and gathering of information,
interprets data and turns it into information which can offer ways to improve a business and
supports the Management in making informed business decisions to ensure development and
growth of the Company's business lines and brands

DUTIES AND RESPONSIBIILITES

Financial Planning, Budgeting and Forecasting

 Collects all information necessary for the planning, budgeting and forecasting activities in
coordination with the budget holders, process owners or key members of other departments
 Prepares and cascades approved budget memo to budget owners
 Prepares monthly and year-to-date financial, forecast and budget reports, with variance analysis, to
budget owners for budget usage tracking and to business unit Heads for financial performance
evaluation
 Approves purchase requisition for non-trade purchases and services to ensure correct charging to
budget owners
 Reviews pricing analysis of all brands and monitors purchase budgets

Financial Consulting and Strategic Support

 Provides profitability analysis for new accounts, various departmental projects, selling events and
initiatives related to the approval of departments’ Project Cost Requirement applications and
makes recommendations as necessary

Management Reporting
 Sets performance goals and standards to measure actual performance and determine performance
plan
 Prepares success performance measure or KPI (Key Performance Indicator) of various departments
or the company's business lines and brands
 Preparing reports for the Management that effectively communicate trends, patterns, and
predictions using relevant data
 Collects and interprets and analyses data, identifies patterns and trends in data sets, and reports
the result back to the immediate supervisor and the Management
 Makes recommendations about the methods and ways in which a company obtains and analyses
data to improve quality and the efficiency of data systems
 Works alongside key teams and managers within the business or the Management to establish
business needs
 Maintains and develops various financial models and standard templates for analysis and use by
the Management
 Prepares all reports as required by the Immediate Supervisor, Group Head and Director
Financial Management System
 Loads and maintains FMS Plan and Budget data based on Business Plan
 Oversees month-end closing activities on the FMS related to Controlling module
 Maintains correct Master Data for FICO module including grouping and hierarchies
 Maintains correct product costing through validation and timely approval of Trade, Non-trade
Purchase Orders in the FMS including correct cost estimates
 Prepares memo for policies, procedures and guidelines including amendments

General Roles & Responsibilities

 Demonstrates appropriate understanding and working knowledge of accounting principles and
internal controls, and apply them
 Ensures errors or problems are identified and investigated on a timely basis
 Maintains positive relationships with business partners
 Assumes responsibilities on ad hoc tasks and projects that may be assigned by the Immediate
Supervisor, Group Head and Director