Senior Associate - Financial Planning and Analysis

Major duties and responsibilities

Help manage the Financial Planning processes for Tax in order to ensure the achievement of the objectives defined by the Leadership team and provide recommendations for growth and development.

• Budgeting
• Forecasting
• Monthly dashboards
• Actual /ExCom reporting
• Power-bi reports (daily)
• KPIs – actual vs Budget analysis 
• Borrow and Lend cost analysis 
• Member-firm Debtors 
• Ad hoc reporting

Provide support to different tax departments with their monthly review & adjustments including but not only:

• Aging WIP
• Debtors
• Negative WIP
• Unrecognized revenues
• Forecasted NFR
• Funding adjustments
• Revenue adjustments
• Staff Utilization 

Additional Tasks

• Constantly look for efficiencies and improvements across Tax Service line
• Help to improve the P&L by reducing debtors and WIP charges
• Finance ad hoc queries and deadlines. 
• Smart queries and reports 
• LG projects – testing and implementations 
• Coordinate with IT/Finance for new developments and UATs for e.g. BD codes, destination geo.
• Chasing timecard defaulters 
• Managing TRC payments

Education requirements: 

• Bachelor’s degree in a Financial/ Accounting
• Master’s Degree (Preferable)

Work experience requirements:

• Minimum of 7yrs experience in a finance operation’s practice within a professional services Firm.