
Financial Planning Specialist
2 days ago
Job Overview
We are seeking a highly skilled Financial Planning Specialist to join our team. This individual will be responsible for building and maintaining robust financial planning systems, project margin tracking, and cost reporting frameworks.
Key Responsibilities:
- Develop and implement job-wise and vertical-wise cost sheets.
- Analyze material, labor, transport, and overheads per project.
- Allocate shared costs across business verticals.
- Create standard cost templates and monitor budget vs. actual.
- Coordinate with operations and logistics to validate cost data.
- Support the implementation of costing modules in our ERP system.
- Prepare monthly financial reports for leadership.
Qualifications:
- CMA (Cost & Management Accountant) certification is preferred.
- A minimum of 3–6 years of experience in financial planning, preferably in infrastructure, construction, or rental-driven businesses.
- Experience with ERP systems, particularly Tally Prime, is an asset.
Required Skills:
- Strong understanding of financial planning principles.
- Experience working in project-based or rental-driven environments.
- Advanced Excel skills and proficiency in cost reporting.
- Knowledge of logistics, inventory, and shared cost allocation.
- Hands-on approach with a systems-building mindset.
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