Financial Planning Specialist

22 hours ago


Karachi, Sindh, Pakistan beBeeFinancial Full time
Financial Expertise Wanted

We seek a skilled professional to handle financial analysis, budgeting, and forecasting.

About the Role

This position involves analyzing financial data, preparing budgets, and ensuring accurate financial reporting. The ideal candidate will have strong analytical skills and knowledge of financial regulations.

Key Responsibilities:
  • Invoicing & Billing: Prepare, issue, and track client invoices; ensure accuracy and timely follow-up on outstanding payments.
  • Accounts Receivable & Payable: Manage AR/AP cycles, monitor aging reports, resolve discrepancies, and maintain healthy cash inflows/outflows.
  • Cash Flow Management: Monitor daily cash positions, prepare weekly cash flow forecasts, and support liquidity planning.
  • Financial Forecasting & Budgeting: Assist in preparing budgets, forecasts, and financial models to support business planning and decision-making.
  • Financial Reporting: Prepare monthly, quarterly, and annual financial statements in compliance with US GAAP and regulatory requirements.
  • General Ledger Oversight: Perform GL reconciliations and maintain accurate accounting records.
  • Month-End & Year-End Closings: Support timely closing activities, journal entries, accruals, and balance sheet reconciliations.
  • Audit & Tax Compliance: Ensure adherence to IRS regulations, assist with tax filings, and support external and internal audit processes.
  • Financial Analysis: Analyze variances, identify trends, and provide insights on cost efficiency, financial risks, and opportunities.
Requirements & Qualifications:
  • Bachelor's degree in accounting, finance, or a related field (CPA, CMA, or MBA preferred).
  • 3–5 years of progressive experience in accounting, financial analysis, or related roles, preferably in a US-based or international company.
  • Strong understanding of US GAAP, financial reporting standards, and tax compliance.
  • Hands-on experience with accounting platforms (e.g., QuickBooks, NetSuite, SAP) and ERP systems.
  • Advanced proficiency in Microsoft Excel (including PivotTables, VLOOKUP, Macros, etc.).
  • Strong attention to detail, analytical thinking, and problem-solving ability.
  • Ability to manage multiple priorities, meet deadlines, and work independently.
  • Excellent communication and interpersonal skills to collaborate with cross-functional teams and stakeholders.
Why Join Us?
  • Opportunity to work in a dynamic and growing organization.
  • Competitive salary and benefits package.
  • Professional growth and learning opportunities.
  • Collaborative and supportive work environment.


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