Overview
Lead Budget & Financial Planning Economist Jobs in Herzliya, Tel Aviv District, Israel at Kroll Consulting
Title: Lead Budget & Financial Planning Economist
Company: Kroll Consulting
Location: Herzliya, Tel Aviv District, Israel
A diversified holding group with operations across agriculture, real estate, tourism, hospitality, and additional business ventures is seeking a Lead Budget & Financial Planning Economist to join its Finance team.
This is a hands-on role combining budgeting, financial planning, management reporting, project evaluation, costing, financial controls, cash flow management, and business analysis. The position works closely with senior management and business unit leaders, playing a key role in supporting strategic decision-making across multiple business activities.
Responsibilities
- Lead the preparation, consolidation, and ongoing management of complex annual budgets across multiple business units and corporate entities.
- Partner with senior management and business unit leaders to develop, monitor, and optimize budgets.
- Produce monthly, quarterly, and cumulative financial and operational reports.
- Monitor budget performance, analyze budget-to-actual variances, identify trends, and provide actionable recommendations.
- Present financial and operational reports to senior management, business unit leaders, and Board members.
- Evaluate the financial viability of new projects and business initiatives through profitability analysis, financial modeling, business case development, scenario analysis, and investment simulations.
- Support strategic financial planning, forecasting, and management decision-making.
- Prepare and monitor cash flow forecasts and liquidity analyses.
- Perform costing analyses and maintain financial and costing controls, including reconciliation of financial records and ensuring data accuracy across financial systems.
- Produce billing and costing reports from financial and operational systems.
- Develop executive presentations, dashboards, and management reports using PowerPoint, Crystal Reports (SAP BusinessObjects), and additional reporting tools.
- Utilize SQL, Access, BI platforms, and AI-enabled analytical tools to generate meaningful business insights and improve reporting capabilities.
- Lead cross-functional and ad hoc strategic projects as required.
- Identify opportunities for operational efficiencies and process improvements.
Requirements
- Bachelor's degree in Economics, Accounting, Information Systems, Finance, or a related field.
- Significant experience in budgeting, FP&A, financial planning, controlling, costing, or management accounting.
- Strong experience building complex budgets, financial models, profitability analyses, and cash flow forecasts.
- Proven experience evaluating new projects, investments, and business opportunities.
- Strong understanding of accounting principles and financial reporting.
- Advanced proficiency in Microsoft Excel and PowerPoint, including advanced functions.
- Experience working with SQL, Access, and BI platforms.
- Experience with Crystal Reports (SAP BusinessObjects) or similar financial reporting platforms.
- Strong analytical, quantitative, and problem-solving skills.
- Excellent communication and presentation skills.
- Ability to manage multiple priorities while working independently.
- Strong interpersonal skills with a service-oriented approach.
Advantages
- Master's degree in Finance, Economics, Business Administration, or a related discipline.
- Experience with AI-based analytics and reporting solutions.
- Experience supporting diversified organizations with multiple business units.
- Experience driving financial process improvements and reporting automation.
