Spec: Budgeting, Forecasting & Reporting

Core Description

• Provide support during the entire budgeting process, from the forecasting of the budget and the preparation of the budget plan through to reporting on expenditure against the budget.

Key Deliverables / Primary Functions

• Provide input into the budget forecasts for the respective business unit
• Prepare an annual budget plan and guideline document pack for distribution to the business unit
• Facilitate and coordinate the business unit's budgeting process
• Develop pricing and cost estimates based on assumptions and direction from the proposal team.
• Prepare summaries that reflect financial projections related to business pursuits.
• Coordinate and review pricing results and assumptions with functional leadership and proposal teams.
• Participate in the development and presentation of review material to leadership and proposal teams.
• Complete other Pricing and related analysis as required.
• Develop pricing and cost estimates based on assumptions and direction from the proposal team.
• Prepare summaries that reflect financial projections related to business pursuits.
• Coordinate and review pricing results and assumptions with functional leadership and proposal teams.
• Participate in the development and presentation of review material to leadership and proposal teams.
• Complete other Pricing and related analysis as required.
• Educate key stakeholders regarding aligning budgets with the strategic objectives of the organisation and business unit

Core Functional Skills & Capabilities

• Finance and Budget Management
• Financial Governance
• Reporting
• Risk Management

Core Behavioural Competencies

• Job Match
• Achieving personal work goals & objectives
• Delivering Results & Meeting customer expectations
• Persuading and Influencing
• Presenting and Communicating information
• Relating and Networking

Minimum Qualifications

• NQF 6: 3 year Degree/ Diploma/ National Diploma in Business or Finance

Additional Education -Preferred /Advantage

Experience

• 5 years' experience and relevant exposure to the Financial sector and the end to end budgeting process.
• OR
• Grade 12 & 7 years' experience and relevant exposure to the Financial sector and the end to end budgeting process.

Certifications

• None

Professional Memberships in Relevant Industry

Level of Engagement & Span of Control

Special Requirements / Employment Condition

• Ability to work on own without Supervision from Home Office

Workplace / Physical Requirements

• Hybrid Remote Worker
• Non-Billable