Financial Planning & Analysis Manager Job Description Template
Our company is looking for a Financial Planning & Analysis Manager to join our team.
Responsibilities:
- Assess customer/product profitability and drive profit optimization;
- Develop and assess business cases for pricing on investment decisions, providing insights and support to the business;
- Assess capital requirements, develop capital plan and provide recommendations on capital allocation;
- Present and communicate to all levels of the business;
- Work closely in the development of business process documentation as it relates to future requirements;
- Partner with site and functional leaders to prepare forecasts and identify associated risks and opportunities;
- Prepare external reporting materials, including annual, quarterly and current reports in the format of a 10-K, 10-Q and 8K;
- Provide leadership with forward looking reports specifying and comparing factors affecting process and profitability of products;
- Ensure accuracy, quality, and integrity of financial data;
- Review and approve departmental operating budgets;
- Manage the program budgets and align on the Qtrly Spend Vs Engineering Fcst to keep Product financials on track for committed time to market;
- Apply current economic and business conditions to financial decisions;
- Provide financial leadership in terms of developing the annual budget;
- Lead and execute month-end and quarter-end variance analysis;
- Prepare quarterly board decks with financial summaries and relevant KPI recaps.
Requirements:
- Strong planning skills, coupled with strong analytical and execution skills;
- Must be a US Citizen;
- Able to identify problems and perform real-time resolution by deciding on correct course of action;
- Recommend enhancements that improve reporting or forecasting;
- Experience with financial planning & reporting tools, HFM preferred;
- Prepare monthly analysis and MDA for business;
- Monitor activity throughout the month and provide weekly updates on KPIs;
- Monitor expense trends & review for unusual events. Provide explanation of variances;
- Bachelor’s degree in Finance, Economics, Accounting, or similar field;
- Ability to work cross-functionally with teams at various levels throughout the organization to drive meaningful change in the business;
- Ability to communicate and present results to different audiences at various levels throughout the organization;
- Present and communicate to all levels of the business;
- Strong financial modeling skills with an ability to generate insights from data and analyses to solve business problems;
- Develop and assess business cases for pricing on investment decisions, providing insights and support to the business;
- Assess customer/product profitability and drive profit optimization.