وظيفة أخصائي تخطيط وموازنة شاغرة لدى علم في الرياض

Job Description

OVERVIEW

Job Title

Specialist

Job Code

641946

Grade

I2

Group

CEO Office

Division

Finance

Department

Financial Reporting & Control

Unit

Planning and Budgeting

ROLE PURPOSE

The aim is to state the overall significance of the job from the organization’s perspective.

The role is to support the organization's financial planning, budgeting, forecasting, and management reporting processes by consolidating business inputs, analyzing financial performance, preparing executive reports, and providing insights that support strategic decision-making, ensuring alignment with corporate objectives, financial governance requirements, and Elm's policies and procedures

KEY ACCOUNTABILITIES & ACTIVITIES

This section describes the principal outputs required from the job.

Key Accountabilities

Key Activities

1. Budget Planning & Coordination

• Support the annual budgeting cycle across business units and functions.
• Coordinate budget preparation activities and timelines with stakeholders.
• Review submitted budget inputs for completeness and consistency.
• Consolidate departmental budgets into the corporate financial plan.
• Assist in preparing budget presentations and supporting documentation.

1. Forecasting & Financial Planning

• Support the preparation of periodic forecasts and long-term financial plans.
• Maintain financial planning models and forecasting assumptions.
• Update forecasts based on business performance and strategic initiatives.
• Analyze forecast changes and assess financial implications.
• Contribute to continuous enhancement of planning methodologies.

1. Management Reporting

• Prepare monthly, quarterly, and annual management reporting packs.
• Develop financial summaries and dashboards for business stakeholders.
• Ensure timely and accurate reporting of financial results.
• Support preparation of executive and board-level reporting materials.
• Maintain reporting templates and reporting standards.

1. Financial Analysis & Variance Reporting

• Perform budget versus actual analysis and identify key drivers of variances.
• Prepare analytical commentary and recommendations for management.
• Monitor financial performance indicators and trends.
• Support performance reviews through detailed financial analysis.
• Highlight risks and opportunities affecting financial outcomes.

1. Business Performance Monitoring

• Monitor departmental and organizational performance against approved plans.
• Track achievement of financial targets and strategic objectives.
• Support analysis of costs, revenues, and profitability indicators.
• Assist stakeholders in understanding financial performance implications.
• Identify areas requiring corrective action or optimization.

1. Financial Planning Systems & Data Management

• Maintain planning and reporting datasets and financial models.
• Ensure integrity, consistency, and accuracy of planning information.
• Support automation and enhancement of reporting processes.
• Assist in data validation and reconciliation activities.
• Coordinate with finance and business teams to resolve data issues.

1. Stakeholder Engagement & Business Support

• Collaborate with business units to gather planning assumptions and financial inputs.
• Provide guidance on budgeting and forecasting requirements.
• Support discussions related to financial performance and planning outcomes.
• Respond to ad-hoc financial analysis requests from stakeholders.
• Build effective working relationships across departments.

1. Financial Governance & Reporting Compliance

• Ensure planning and reporting activities comply with financial policies and standards.
• Maintain documentation supporting planning assumptions and calculations.
• Support audit and review requirements related to planning and reporting processes.
• Contribute to strengthening financial controls within reporting activities.
• Ensure consistency and transparency in financial information presented to management.

1. Policies, Processes & Procedures

• Follow all relevant departmental policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
• Comply with all relevant safety, quality and environmental management policies, procedures and controls to ensure a healthy and safe work environment.

1. Information Security

• Comply with all relevant information security practices and standards to ensure data integrity and confidentiality.

JOB SPECIFICATIONS

Academic and professional qualifications

• Bachelor’s degree in finance, Accounting, Economics, Business Administration, or a related field.

Years and Nature of Experience

• 2-4 years of experience in financial planning, budgeting, forecasting, management reporting, or corporate finance.
• Experience in financial analysis, management reporting, budgeting, and forecasting processes.
• Proficiency in Microsoft Excel and financial planning/reporting systems (SAP, Power BI, or similar tools).

VERSION TRACKING

Prepared by:

First review by:

Approved by:

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