Business Planning Specialist

ROLES AND RESPONSIBILITIES

1. Performance Management

• Collaborate with stakeholders to gather relevant information, enabling the Planning & Strategic Partnerships Department to track the business unit's performance against predefined targets and KPIs, in coordination with the corporate management department.

• Ensure that employees within the business unit maintain high performance in all aspects of their activities, including proposals, data handling, and CRM updates.

• Assist in preparing periodic performance reports and presenting them to the business unit's top management.

• Assist in designing, implementing, and updating a performance metrics dashboard

2. Business Financial Planning

• Tracking the budget consumption of the business unit and assist in preparing periodic reports on the subject.

• Reviewing expenditures against allocated funds and contribute to implementing control measures to ensure adherence to budgetary guidelines.

• Monitor the process of purchase requests (PRs) and purchase orders (POs), including posting, closing, and settlement.

• Monitor and track existing and new POs and PRs, including budget, timesheets, and invoicing review.

• Reviewing and handling activities related to the annual budget preparation.

• Contribute to performing a thorough analysis of the business unit's activities and expenditures.

• Leading the process of preparing and handling the business unit's annual procurement plan.

• Leading the process of preparing the business unit's monthly budget tracking and expenditure reports.

• Lead the weekly meetings with management to report on the latest updates and coordinate financial planning issues.

• Ensure timely and accurate handling of requests.

• Ensuring adherence to the company's policies related to finance and procurement.

3. Account Management

• Provide support as the main point of contact for all customer account management matters.

• Building and maintaining strong, long-lasting client relationships.

• Negotiating contracts and finalizing agreements to maximize profits.

• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.

• Communicating the progress of monthly/quarterly initiatives to internal and external stakeholders.

• Developing new business opportunities with existing clients and/or identifying areas of improvement to meet sales quotas.

• Preparing reports on the status of strategic partnerships.

• Deal with all challenging client requests or escalations as needed