Manager of Financial Planning and Analysis

Manager Of Financial Planning & Analysis

The Manager of Financial Planning & Analysis (FP&A) provides critical support and guidance through the development, analysis and presentation of strategic business initiatives. This high impact role will partner with key stakeholders across the organization including Finance, Marketing, Account Management, Operations, HVAC, and IT. The FP&A team is responsible for delivering value-added business analysis, strategic guidance and accurate predictive forecasts and insights to senior management. The role requires in-depth understanding of all key business drivers and sophisticated financial models. Key components of the role include developing and managing the core finance processes for annual operating plan, driver-based budget process, five-year financial model, and monthly business reviews.

The successful candidate will be responsible for preparing and communicating financial information including variance analysis, scenario planning and company metrics while ensuring operating initiatives align with the achievement of short-term and long-term goals. This person will have strong business and financial acumen and demonstrated capabilities to work collaboratively with others, and will have experience working in a complex and fast paced environment with accuracy under time constraints.

Responsibilities:

• Partner with key business owners to prepare annual budget presentations, quarterly strategic plans, monthly forecasts, and weekly reporting including comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual vs. budget variances and comprehensive executive level explanations of differences
• Support the company's annual budget and monthly forecast processes utilizing Hyperion Planning tools and ensuring budgets are accurate, comprehensive, and completed on time
• Provide monthly forecast reporting and analysis to Brookfield and adjust processes and formats as needed to support Brookfield requirements
• Support the company's five-year financial model and targets and provide inputs through EBITDA
• Complete ad-hoc and special projects to support business growth, operational improvements, and senior leader decision support as needed
• Effectively communicate with business stakeholders and influence potential outcomes based on supported analysis ensuring the integrity, accuracy and validity of information being reported
• Support on-going initiatives to automate, improve and streamline the analysis and reporting process; develop exception reporting, build quality controls, and offer insights and improvements on data discrepancies.

Essential Functions:

Essential Job Function - % of Time on Function

Support annual budget process - 20%

Prepare quarterly and monthly business reviews for senior management - 20%

Lead renewal price forecasting and unit analysis - 20%

Manager MBR reporting, analysis and management presentation - 20%

Month-end support and variance analysis - 20%

Total - 100%

Job Requirements:

• Bachelor of Science degree in Finance related field (MBA Preferred)
• Minimum of 4 years of relevant business analytics experience
• Expert in MS Excel and financial modeling with exposure to reporting tools such as Brio, Tableau, Alteryx and Hyperion Planning
• Demonstrated success building, maintaining and governing analytical models
• Able to communicate effectively across all functions and levels, including presenting ideas and analysis to senior management
• Well organized, detail oriented with ability to work under pressure and meet deadlines while managing multiple concurrent tasks
• Able to work effectively in a team setting, including being receptive and objective when encountering diverse points of view
• Ad-hoc responsibilities as assigned

Minimum Physical Requirements:

The physical demands described represent those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions of the position. While performing the duties of this position, the employee is regularly required to listen, talk and hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls while executing tasks like working on a computer or talking on the telephone. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate to low.

Salary Range (Norwalk, CT): $115,000 -$135,000

Annual Bonus Potential: 10%

HomeServe USA is an equal opportunity employer.