Corporate Financial Planning & Analysis Job Description
Corporate Financial Planning & Analysis Duties & Responsibilities
To write an effective corporate financial planning & analysis job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate financial planning & analysis job description templates that you can modify and use.
Sample responsibilities for this position include:
Corporate Financial Planning & Analysis Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate Financial Planning & Analysis
List any licenses or certifications required by the position: MBA
Education for Corporate Financial Planning & Analysis
Typically a job would require a certain level of education.
Employers hiring for the corporate financial planning & analysis job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, MBA, Business, Economics, Business/Administration, Education, Statistics, Math, Management
Skills for Corporate Financial Planning & Analysis
Desired skills for corporate financial planning & analysis include:
Desired experience for corporate financial planning & analysis includes:
Corporate Financial Planning & Analysis Examples
Corporate Financial Planning & Analysis Job Description
- Prepares accurate and timely financial reports for assigned business unit(s) or department(s) to support company reporting cycles
- Prepares or assists in the preparation of business unit or departmental budgets
- Provides support to cross-functional teams
- Financial Plan a
- Capital Allocation & Budgeting a
- Investor Relations & Corporate Communications a
- Competitive Intelligence a
- Mergers & Acquisitions and Valuation a
- Decision & Analytical Support a
- Prepares accurate and timely financial reports for the global enterprise to support the quarterly earnings releases and communications to the Board of Directors
- Bachelors and advanced degree in Finance, Accounting or Economics required
- 5-10 years of experience, preferably in apparel, footwear, or retail industry, in positions of increased responsibility
- Must be able to function in a fast paced environment at the C suite level with evolving business needs and the ability to manage time effectively
- Strong executive presence and an effective communicator
- Must demonstrate excellent written, verbal, and presentation skills
- Must demonstrate proven ability to develop strong partnerships and influence at all levels of the organization
Corporate Financial Planning & Analysis Job Description
- Consolidates, reconciles, validates and obtains clarification of financial information from multiple sources to develop forecasts and budgets
- Works closely with various Business Units and departments to prepare company forecasts and timely updates for the CFO
- Recommends financial process improvements, and supports implementation of them
- Conduct in-depth data driven analysis using various analytical tools
- Plan and identify key issues to highlight for the CEO
- Coordinate annual market sensitivity analysis and stress scenarios
- Monitor and report industry sales metrics
- Oversee the development of the bi-annual Strategic Metrics
- Manage the competitor analysis process
- Direct the development of the quarterly and annual competitor reports for the Compensation Committee
- Must also have the ability to analyze & interpret financial reports, identify critical business issues and coordinate global teams
- A comprehensive understanding of the luxury bussiness is key
- Mentor others in the development of financial evaluations and assessments of
- Certified Public Accountant (CPA), Big 4 public accounting experience and
- Must possess proven ability to integrate information and data into analysis, and synthesize information to create conclusions, alternatives & recommendations
- Proficient knowledge and experience with Bloomberg, S&P Capital iQ, or equivalent financial data services software is a plus
Corporate Financial Planning & Analysis Job Description
- Lead the capital request approval process for all non-retail projects
- Leads the capital committee process from managing the agenda to reviewing and creating the final capital package and finally running the monthly capital committee meeting
- Develops innovative approaches to complex problems and situations brought to you by various business units and finance teams
- Performs a wide array of ad-hoc analysis ranging in scope and complexity to support the enterprise level business and financial decisions
- Owns the Corporation’s Financial Planning process, both operationally and strategically
- Monitors the external landscape, including macro-economy and competitive performance, while integrating into our planning and decision making rhythm
- Responsible for the high level reporting and analytics of total company G&A involving forecasting, annual planning and strategic plan
- Support timely and accurate forecasting and budgeting for cost center managers and senior management
- Compile monthly reporting and ad-hoc reporting requests
- Assist with monthly close process – reconciling headcount, preparing accruals, monitoring actuals
- Oversees the monthly results process, working closely with the cost center owners and accounting to ensure results are in line with expectations and GAAP
- Analyze LOB business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results within the Firmwide P&A team
- Experience in business case modeling
- Executive level communication and presentation ability is required
- Very organized, good time management
- Financial analysis job functions, including budgeting, forecasting, planning and financial reporting (5+ years)
Corporate Financial Planning & Analysis Job Description
- Coordinate variance analysis, financial assessment and trend analysis of the business in support of longer range planning
- Drive key financial processes including annual budgeting, monthly forecasting, routine management and Board of Governors reporting
- Support the process and creation of financial plans for all major planning cycles (Strategy Plan, Annual Operating Plan, Quarterly Forecasts, ) ensuring plan integrity and alignment with stakeholder expectations
- Develop financial models and tools for centralized/standardized reporting and analyses that aid Sr
- Summarize, interpret, and present reporting and analysis of trends in P&L results and other business metrics compared to expectations to provide insight into business results
- Partner with cross functional, global personnel to complete key reporting and analysis duties related to income statements, corporate allocations, and other financial metrics
- Evaluate potential M&A targets for Sr
- Educate business partners on financial concepts and accounting principles as needed
- Review of monthly variance analyses & forecasts
- Developing and proposing required forecast adjustments
- Ability to communicate clearly and concisely, both orally and in writing - Ability to work both independently and as part of a team
- Partner with the offshore finance team in Mumbai to increase operating leverage (i.e., provide direction on the production of monthly financials)
- Bachelor's Degree in Finance, Accounting or comparable discipline preferred
- Communications skills - Strong oral and written skills
- Ability to lead others without functional authority
- Ability to set priorities, meet deadlines and manage projects and forecasts
Corporate Financial Planning & Analysis Job Description
- Responsible for monthly reporting to business unit finance leaders
- Significant direct and indirect interaction with business unit finance leaders to understand business developments and changes that may affect related budgets and forecasts
- Review final monthly forecast data input into HFM (budgeting and forecasting tool)
- Review actuals vs forecast in monthly close to identify unusual or erroneous items and variances
- Manage queries from business unit finance leaders
- Manage other special projects & ad-hoc requests as needed
- Ensure monthly team reporting activities are completed on time
- Assist with the preparation of presentation materials for the CEO, CFO, Board of Directors and Executive Committee
- Perform financial analysis to support management, the audit committee and external auditors
- Interact with a broad spectrum of cross-functional and geographically diverse colleagues
- Ability to multi-task in a fast paced environment too meet deadlines
- 3-5 years (Associate) or 5-7 years (Vice President) of related work experience, financial service industry preferred
- 3-5 years’ experience in finance, planning and analysis position
- Experience in Pharmaceutical/Biotechnology industry a plus
- Strong finance competences
- Define and manage the priorities