Financial Planning Assistant

Description

Position Summary: We are seeking a Planning Assistant to provide support in the preparation, monitoring, and control of the institutional budget. Key Highlights: 1. Key support in budget preparation and monitoring 2. Active participation in management and financial control 3. Support in ERP system optimization and assigned projects A well-established private entity is seeking a Planning Assistant **REQUIREMENTS:** **Academic Qualification:** Graduate or Bachelor's degree in Economics, Accounting, Administration, Industrial Engineering, or related fields. **Specific Experience:** One (01\) year in similar roles **Job-related Knowledge:** Power BI, Power Query, Finance, Management Control, ERP Systems (preferred), Advanced Excel, Intermediate Power Pivot, Power BI **FUNCTIONS** · Provide support in preparing the institutional budget. · Monitor budget execution with departments, promptly identifying and reporting deviations from the approved budget. · Prepare monthly budget execution reports for the finance team. · Record purchase requisitions and purchase orders issued in the control dashboard for budgetary control. · Validate budgetary operation requests (transfers, modifications), ensuring supporting documentation complies with established regulations. · Record budget line items and expense types in the payment schedule (Ordinary / Extraordinary). · Review budget line items (budgetary control) and submit them to the General Accountant and Planning Manager for validation. · Generate budget management reports. · Monitor the execution of investment projects (CAPEX), promptly identifying and reporting deviations from the approved budget. · Support the implementation and optimization of the institution’s ERP system, as well as perform other functions or projects assigned by the Head of Department. **DESCRIPTION:** Office hours Monday to Friday, 9:00 AM to 6:30 PM Saturdays, 9:00 AM to 12:30 PM Payroll enrollment from day one 100% covered meals Employment type: Full-time Salary: S/.2,000\.00 \- S/.2,200\.00 per month Experience: * Planning: 1 year (Preferred) Work location: On-site employment