Strategic Planning Advisor

FinanceFinancial Planning and Analysis

Objective

The Strategic Planning Advisor's role is to drive the financial planning of a company by analyzing its performance and risks. Their objective includes developing financial models, conducting benchmarking and process analysis, and assisting in the company's financial planning and decision-making process.

Description

Guides financial strategy through data analysis and forecasting.

Sample Questions

  • How to develop an effective financial forecast model?
  • What's the best approach to conduct benchmarking?
  • How to optimize financial data analysis for decision-making?
  • What strategies can improve the company's financial performance?

Key Functions

1. Develop financial models and conduct benchmarking and process analysis. 2. Conduct business studies on past, future and comparative performance and develop forecast models. 3. Identify trends, advise the company and recommend actions to a senior financial analyst based on sound analysis. 4. Track and determine financial status by analyzing actual results in comparison with forecasts. 5. Reconcile transactions by comparing and correcting data. 6. Gain and update job knowledge to remain informed about novelty in the field. 7. Consult with management to guide and influence long term and strategic decision making within the broadest scope.

Required Skills

1. Proven working experience as a Financial advisor, Controller, Planner, Specialist or relevant experience. 2. Proficient in spreadsheets, databases, MS Office and financial software applications. 3. Hands on experience with statistical analysis and statistical packages. 4. Outstanding presentation, reporting and communication skills. 5. Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis. 6. Well informed in current financial subjects, accounting, tax laws, money market and business environments.