Forecasting & Budgeting Professional

Role overview

This position is responsible for steering the company’s integrated planning, budgeting, and forecasting activities so they stay aligned with the organization’s overall strategic direction.

Core responsibilities

• Ensure financial planning and budgeting activities follow company policies, internal processes, and accepted accounting practices and principles.
• Create and maintain the policies and guidance used for financial planning and budgeting.
• Prepare budgeting instructions, including the calendar, circulars, templates, and formats that define the company’s budgeting cycle.
• Share the budgeting timetable and instructions with all functions, confirm they are clearly understood, and make sure they support the business plan and strategy.
• Coordinate with departments to build the annual budget and manage the budgeting process across the organization.
• Run budget challenge discussions and review meetings with all functions.
• Compile the overall budget, review it with senior leadership, and refine it until final approval is secured.
• Oversee budget transfers and budget revisions throughout the period.
• Monitor budget usage to ensure commitments and expenditures remain within approved limits.
• Support the Management & Statutory Reporting Analyst with regular management reporting, including budget and forecast data.

Knowledge and experience

The ideal candidate should hold a bachelor’s degree in finance, accounting, economics, or a related discipline. A professional certification such as CPA, CMA, ACCA, CFA, or an equivalent qualification is preferred.