Budgeting And Financial Planning Assistant Manager
Summary
An analytical financial accounting professional well-versed in financial systems, financial regularity requirements, budgeting, and costing applies GAAP and IFRS standards to all accounting records, and a strong background in internal auditing and tracking. Emphasizes collaboration and reliability, adapting seamlessly to evolving needs. Known for strong analytical abilities and effective communication.
Overview
6
6
years of professional experience
2
2
Languages
Work History
Budgeting And Financial Planning Assistant Manager
Orascom Development Holding
03.2025 - Current
Developing and maintaining financial models for various scenarios.
Evaluating and analyzing actual performance against established budgets and forecasts.
Supporting strategic business decisions with financial modeling and rigorous analysis.
Collaborating with other departments to align financial plans with business strategy.
Recommending process improvements to enhance financial planning and reporting efficiency.
Implementing and maintaining best practices in financial modeling and reporting.
Collaborate with cross-functional teams to gather relevant financial data.
Assist in the development of financial models and business cases.
Identify areas for cost savings and operational efficiencies.
Preparing monthly statements by collecting data; analyzing and investigating variances; summarizing data, information, and trends.
Reconcile transactions by comparing and correcting data.
Monitor trends of key financial metrics and drivers for the business unit.
Provide business users with accurate relevant information that helps them taking proper corrective actions / decisions.
Responsible for automate the monthly/quarterly/yearly reports.
An individual who played a key role in the implementation of Oracle for the group of companies.
Monitor the financials ratios along with the trend.
Prepare the necessary financial statements for the banks.
Senior budgeting and planning accountant
Orascom Development Holding
01.2022 - 03.2025
Handle top management reporting function for all group destinations.
Finalize forecast and budget cycle for all group destinations.
Involved in the Oracle project to create a budgeting process for the group.
Identify the difference between a defined annual budget and actual company performance.
Prepare the required data for the ExCom meeting for real-estate and hotel KPIs.
Analyzing complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
Discuss and negotiate the KPIs figures for hotels and real estate.
Highlighting trends and analyzing causes of unexpected variance.
Prepare management presentations.
Interact with other teams including the consolidation and treasury teams in any matters arising.
Identify the difference between a defined annual budget and actual company performance.
Discuss and negotiate the direct cash flow and discuss the figures with the financial controllers for each destination.
Prepared timely and accurate financial reporting and analysis.
Prepare notes on the visibility study for the projects.
Identify the variances reason between all forecast cycles.
Conferring with the executive management team to discuss expenditure variances and directing corrective actions.
Senior budgeting & financial reporting accountant
Majorel
09.2019 - 12.2021
Handling management reporting function for the group companies and providing periodic as well as ad-hoc reports to senior management.
Identify the difference between a defined annual budget and actual company performance.
Highlighting trends and analyzing causes of unexpected variances.
Conferring with the executive management team to discuss expenditure variances and directing corrective actions.
Analyzing complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
Preparing cash flow statements periodically, maintaining the liquidity levels of companies' finances.
Conducting feasibility studies for new investment opportunities and reporting assessments.
Reviewing and approving all the region's financial statements from local GAAP to IFRS.
Preparing the effect of IFRS over statements and adjusting the statements for the external auditors as well as the senior management.
SAP user and control solving.
Responsible for monthly, quarterly, and yearly period-end closing activities.
Track provisions movement.
Communicate with project and department managers and senior managers to finalize the annual budget.
Prepare the monthly flash report and quarterly forecast.
Prepare financial statements per project.
Track lease status to calculate IFRS 16 effect.
Education
Faculty of commerce - Major of Accounting
Cairo University
10.2014 - 2019.05
ITI - undefined
ITI
Skills
Effective time management
Multitasking
Problem solving
Communication
Fast learner
Leadership
Creativity
Analytical thinking skills
Cash flow management
Personal Information
Marital Status: Married
Timeline
Budgeting And Financial Planning Assistant Manager
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.