Financial Planning & Budgeting Specialist

Job Purpose

The role holder is responsible for supporting the preparation, coordination, and execution of Specialized’s financial planning and budgeting activities. This includes assisting in data consolidation, forecasting, variance analysis, and reporting to ensure timely and accurate financial insights. The role contributes to effective resource allocation, financial governance compliance, and performance tracking by working closely with internal stakeholders and supporting continuous process improvements.

Key Responsibilities:

- Support the development of annual and periodic financial plans (OPEX, CAPEX, and revenue) in alignment with Specialized’s strategic and operational objectives.

- Assist in consolidating budget inputs from different departments and validating assumptions to ensure accuracy and completeness.

- Contribute to the preparation of financial forecasts by collecting data, analyzing trends, and comparing projections against actual performance.

- Support the execution of budgeting cycles by coordinating timelines, preparing templates, and ensuring timely submission of departmental budgets.

- Prepare initial financial reports and dashboards, including monthly and quarterly analysis of revenue, costs, and variances.

- Assist in maintaining the centralized repository of financial data ("single source of truth") to ensure alignment across departments.

- Conduct variance analysis and highlight deviations, risks, and improvement opportunities to senior financial planning staff.

- Ensure all financial planning and budgeting activities comply with Specialized’s internal controls, governance requirements, and policy standards.

- Support the coordination with Strategy Governance, Corporate Performance Management, Accounting Operations, and Business Finance teams to ensure alignment of budget outputs and reporting.

- Participate in the enhancement of financial planning tools, systems, and process automation initiatives to improve accuracy, efficiency, and reporting quality.

Qualifications:

• Bachelor degree in Finance, Accounting, or any related field

Years of Experience:

• Preferred experience of (1-3) years, or equivalent in the area of expertise