Finance Business Partner Job Description

Finance Business Partner Job Description

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Finance business partner provides reports – proficiency with languages/tools like SQL, Excel, Tableau, etc.

Finance Business Partner Duties & Responsibilities

To write an effective finance business partner job description, begin by listing detailed duties, responsibilities and expectations. We have included finance business partner job description templates that you can modify and use.

Sample responsibilities for this position include:

Improve the reporting process and packs
Partner with the Cost COE to drive actionable analytics across all keys areas
Support the Head of Operations with all elements of financial planning and analysis
Provide analysis and commentary against weekly and monthly performance to Head of Operations
Support the Head of Operations in challenging and improving performance
Validate and improve the quality and accuracy of the management data being produced
Assist in the production of the annual budgets and forecasts
Consult with and provide insight to the Financial Reporting and Control team to assist in the production of the monthly management accounts
Prepare and track business and investment cases, ensuring robust challenge to key business assumptions and key investment criteria (Paybacks, NV )
Monitor effectiveness of Finance policies, practices and processes to determine efficiency and effectiveness

Finance Business Partner Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Finance Business Partner

List any licenses or certifications required by the position: CPA, ACCA, HR, PHR, CA, NI, MBA, SHRM, CIMA, SPHR

Education for Finance Business Partner

Typically a job would require a certain level of education.

Employers hiring for the finance business partner 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, Business, Economics, MBA, Education, Business/Administration, Engineering, Technical, Graduate

Skills for Finance Business Partner

Desired skills for finance business partner include:

SAP
Excel
SQL/ETL would be beneficial
Willingness to learn this essential
SQL
PowerPoint
C++
Tableau
Visual Basic
MS Excel

Desired experience for finance business partner includes:

Develop a suite of reports to monitor, report and predict the progress of our strategic initiatives
Conduct detailed annual performance appraisal of our Strategy 2020 progress
Guide the business through the financial planning process, including medium term plans (3 year), short term plans (1 year) and regular (minimum quarterly) forecasting to ensure all plans and forecasts accurately reflect business strategy and requirements
Drive the process to translate business line strategy into financial plans and targets, offering robust and insightful challenge during the budgeting and forecasting process
Ensure all month end and quarter end financial processes are performed accurately and on a timely basis
Ensure budget centre hierarchy is accurately maintained, with particular reference to organisational change and ensuring integrity of recalibrated data

Finance Business Partner Examples

1

Finance Business Partner Job Description

Job Description Example
Our company is growing rapidly and is hiring for a finance business partner. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance business partner
  • Ensure key deliverables for financial close, forecast reviews and annual operating plans are met
  • Design standardized financial reporting, assist to streamline processes and improve operational efficiency
  • Ad-hoc analysis, financial modeling, consolidation or related duties as required or assigned
  • Lead the monthly accounting process for the DS toll manufacturing with Orth
  • Collaborate closely with the Finance Team, covering month-end reporting and forecasting
  • Manage Sales and COGS processes
  • Work closely with Supply Chain and Procurement teams at Sites and External Supply to ensure inventory is recorded and reported in line with Pfizer policies
  • Oversee and manage Service Agreement payments that are to be made
  • Work with the senior management team to set the pricing strategy ensuring cost rates calculated provide full recovery to the business area, and profitable projects are sold
  • Controlling tasks, hereunder P/L and balance reporting KPI metrics
Qualifications for finance business partner
  • Qualified CPA or CFA
  • Prefer candidates with strong experience in conducting market and pricing analysis experience
  • At least 8 years of experience in financial planning and analysis roles
  • Proven analytical, influencing and problem solving skills combined with the ability to identify risks and impacts possible solutions and corrective
  • A Qualified Accountant designation would be a preference
  • Dealing with internal and external stakeholders
2

Finance Business Partner Job Description

Job Description Example
Our company is growing rapidly and is looking for a finance business partner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for finance business partner
  • Efficiency of department overheads
  • ROI of new launches
  • Development of annual business plan for BU (full P&L)
  • On-time reporting of P&L (vs BGT, vs LE)
  • Update and alignment of BU forecast (NS, Profit)
  • Risks and Opportunities assessment
  • Development of gap closing plans (if required)
  • Approval of expenses
  • Forecast accuracy for NS and Profit
  • Financial assessment of new launches/initiatives
Qualifications for finance business partner
  • Experience working within a shared service centre will be highly regarded
  • This is a full time role and frequent business travel will be required
  • This role must deliver high quality support for the ops team
  • ACCA/CIMA qualified Commercial Accountant required
  • 2-3 years working experience in Finance, Accounting or Audit related activities
  • Detail oriented, organized with strong planning and prioritization abilities
3

Finance Business Partner Job Description

Job Description Example
Our company is growing rapidly and is looking for a finance business partner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for finance business partner
  • Be a key member of a global, dynamic and highly collaborative team with various possibilities for personal and professional development
  • Review reported performance against targets, challenge operations to produce and deliver action plans to improve the performance and ensure everyone understands and is able to explain the key drivers of variances
  • Help to identify requirements for change controls, working with the commercial and service teams to take account of changes to baseline
  • Monthly review of data to understand product/brand performance, identifying any gaps versus forecast and potential impact on the P&L
  • Challenge pricing decisions through price/volume sensitivity analysis in order to optimize profitability
  • Support definition of commercial policies (terms, conditions, discount) vs
  • Drive margin enhancement through innovative
  • Support, review and assess business projects, liaising with senior business executives to ensure the plans are commercially strong and financially viable
  • Provide financial guidance and commercial challenge to the Operational management team
  • Participate in commercial negotiations with customers (back office and front office)
Qualifications for finance business partner
  • Partner with adjacent finance departments, field finance leadership, and other areas of the business (IT, Facilities, Marketing, HR, ) as an advocate for their district
  • Frequently travel within assigned market to meet with leadership and spend time in the branch locations
  • University degree, preferably finance, economics
  • Identify and implement cost savings initiatives agreed by Executives
  • Anticipate internal and/or external business challenges and/or regulatory issues
  • Experience of Finance Business Partnering
4

Finance Business Partner Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of finance business partner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance business partner
  • Complete the month end financial close process for your relevant business area
  • Ensuring compliance with appropriate accounting standards
  • Management and processing of incentive payments for your area of responsibility
  • Assist the with the effective operation of the overall finance function for Domain
  • Implement best practice finance operations
  • Ensure effective controls and support the decision making process with expertise and analysis
  • Work closely with all stakeholders to ensure best use of limited financial resources, providing the strategic financial insight, intelligence and support needed
  • Support and advise on the financial aspects of complex commissioning and procurement for a portfolio of services
  • Proactively contribute to the delivery of a high performing, customer focused finance service to the delivery unit or commissioning area
  • Working closely with all stakeholders providing strategic financial insight, intelligence and support needed, assessing situations from a commercial, business and financial perspective
Qualifications for finance business partner
  • Balance long term business priorities with shorter term financial targets/budgets to advise leadership
  • Continuous research of the financial landscape, including analysis of legislative, economic, and competitive industry trends
  • In-Depth understanding of the investment management industry
  • Maintain Sales Metrics/KPIs
  • Identify critical issues impacting operations and strategies
  • Analyze sales results on metric (e.g., productivity, trends)
5

Finance Business Partner Job Description

Job Description Example
Our innovative and growing company is hiring for a finance business partner. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance business partner
  • Oversees the development of sales compensation plans and their alignment with strategic plan for the business unit (country/territory)
  • Finance Business partnering for departments under Service Operations, which consists of global supply chain, repair, technical support and engineering functions
  • Drive and support cross-functional business improvement projects and performance management initiatives ensuring efficient and accurate reporting that support senior management decision making
  • Advise, challenge and guide stakeholders with business insight, key performance indicators and forecasting
  • Perform ad hoc financial analyses, including business case development and validation
  • Business controlling tasks, hereunder P/L and balance-sheet reporting KPI metrics
  • Own data points to support “product performance” – financial, investment, roadmap execution, pricing
  • Help define and own the “product performance dashboard” (investment, delivery, financial) for use by product mgmt
  • Provide insight (carve the data up intelligently) on opportunities / challenges / areas of investigation using “product performance” data for product mgmt
  • Provide support for product managers on new investment proposals from a financial perspective
Qualifications for finance business partner
  • Substantial experience in a business partnering related role, capitalising on opportunities to drive performance through collaboration
  • Financially astute - providing insight and analysis of financial performance and associated drivers to support and inform business decisions
  • Ownership of a budgeting and forecasting process
  • Advanced computer skills and use of software application(s) including MS Office are required
  • Bachelor's degree in Accounting/Finance/related field or knowledge, skills, and experience equivalent to a 4-year degree
  • Degree in Accounting/Finance Degree (desirable)

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