Finance Manager, Planning Job Description
Finance Manager, Planning Duties & Responsibilities
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Sample responsibilities for this position include:
Finance Manager, Planning Qualifications
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Licensing or Certifications for Finance Manager, Planning
List any licenses or certifications required by the position: CPA, CIA, CMA, PM, MBA, PMP, PMO, CTP
Education for Finance Manager, Planning
Typically a job would require a certain level of education.
Employers hiring for the finance manager, planning 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, Economics, Business, Business/Administration, MBA, Engineering, Graduate, General Business, Education
Skills for Finance Manager, Planning
Desired skills for finance manager, planning include:
Desired experience for finance manager, planning includes:
Finance Manager, Planning Examples
Finance Manager, Planning Job Description
- Prepare meaningful consolidated analysis in a complex reporting environment
- Prime monthly review of financial results with VP (VP-Corp Stores, VP-Marcom)
- Manage detailed variance analysis of revenue on monthly and quarterly basis and work with various business units
- Break down key risks and root causes, and communicate findings to leadership including the executive team
- Developing and leading a team
- Manage the monthly review of actuals process and the monthly forecast process so that deadlines are met
- Provide P&Ls and highlight trends and concerns
- Respond to queries from business people on finance / accounting issues
- Promote continuous improvement, efficiency and automation within the finance department
- Lead forecast process
- Over 5+ years experience in Finance division (FP&A)
- Experience being a leader
- Prior hands-on experience in high growth, SaaS/recurring revenue, private companies preferred
- Knowledge of funnel management and associated marketing programs
- Experience working in high-growth company or division, working closely with cross-functional teams and operating managers
- Excited to bring strong financial and analytical skills to a collaborative team-based working environment
Finance Manager, Planning Job Description
- Facilitate monthly financial reporting review sessions with the appropriate stakeholders providing expertise and advice on results
- Identify opportunities for process and operational improvements, develop and implement new processes/workflows/reporting while maintaining data integrity
- Analyze and compare profit and loss attribution and back-testing results, developing sensitivity models to monitor and quantify and assess validity of value at risk measures
- Research industry trends, competitive landscape and determine financial impacts to the business
- Participate in the development and delivery of presentations and support materials for senior management teams
- Support budget target setting process and development of the long term strategic plan
- Support in analyzing financial and metrics in actuals, budget, outlook and business plan submissions, assessing trends and key business drivers risks and opportunities
- Partner with business units and other functional teams, as a functional expert, to research and identify budget and business plan gap closures
- Use of software tools and techniques to assist in developing forecast assumptions and models
- Compile and review financial results and operational plans and communicate results to company leaders
- Proficiency in Hyperion Essbase experience a plus
- Minimum five years of experience in a financial or management reporting position preferably in the pharmaceutical industry
- Experience of working in a matrix structure is desirable
- Lead a process that delivers accurate and timely forecasting and plan for the six sub-businesses that make up Wealth Advice
- 3-5 years of prior experience at a media company and/or in sell/buy side research, or other similar role
- Bachelor’s degree in Economics, Finance, Accounting, other quantitative discipline preferred
Finance Manager, Planning Job Description
- Partner with Merchandising, Planning, Finance and Marketing to develop annual and quarterly budget plans for revenue, margin, and inventory
- Partner with the Product teams in developing margin targets in line with sourcing strategies
- Ability to identify and quantify risk or upside due to business and retail environment and provide solutions to minimize risk and or maximize opportunities
- Prepare monthly business review presentations, recapping results vs
- Lead special projects as needed to provide analytical and decision support on new initiatives
- Work with IT, Business Intelligence, and Algorithm teams to validate data feeds, develop tools, enhance existing reporting, and improve business processes
- Assist in month-end close reconciliation of variances between trend and financial sales and inventory data, including mining data to identify discrepancies and partnering with IT to resolve issues
- Provide management information and metrics to monitor status
- Manage the end-to-end resourcing processes
- Year/month end close responsibilities including preparation and tracking of accruals
- Strong task management skills required, with the ability to effectively manage several deliverables at once and be able to identify and implement process improvements
- Well-versed in budgeting and forecasting
- Excellent communication skills and presence
- Advanced Microsoft Office (Word, Excel and PowerPoint) is required
- Bachelor's Degree in Finance, Accounting, Economics or Business, MBA preferred, professional certification preferred (CFA, CMA or CPA)
- 6+ years of financial analysis experience with strong project management background
Finance Manager, Planning Job Description
- Develop QPR forecasts and budget consolidation to meet group deadlines
- Manage and activate the SRC financial performance cycle and monitor risks and opportunities
- Build, coordinate and monitor both financial and non-financial performance metrics
- Ensure completeness, accuracy and timely delivery of SRC business reporting
- Consolidate and ensure accuracy of SRC financial forecast
- Lead Free Cash Flow process
- Propose and activate optimization of the SRC finance function, including tool definition and implementation
- Support the annual strategic plan exercise for SRC
- Build and develop a high performing Finance team
- Build, develop, maintain and own complex models in order to generate long term and short term business forecasts
- Masters Degree (or equivalent based on gained experience) in Economical or Financial Sciences
- Fluent in English, both in oral and written communication
- Fluent in Dutch and French, mainly in oral communication
- Master's degree in Business Administration, Finance, Accounting, or related field
- Ability to use SQL is preferred
- 2-3 years of Marketing experience, with working knowledge of marketing strategies and a demonstrated ability to apply them
Finance Manager, Planning Job Description
- Partner with cross-functional teams to develop sales and inventory targets for Europe stores that support the company’s Annual Operating Plan
- Responsible for completion, submission, and accuracy of monthly corporate forecast
- Deliver and present financial analysis that creates insight into the business, drives business decisions, and influences top-line sales/margin and inventory forecasts
- Create reg vs
- Provide financial leadership to establish and accomplish the Global Functions financial goals & objectives
- Be responsible for Global Functions overall financial forecasting and execution (Long-range planning, Forecast, month & quarter close)
- Partner closely with in-year and out-year Global Business Planning teams to deliver insights on Global operating expenditures (inclusive of Geographies)
- Interpret internal and external business challenges, recommend best practices and influence others to adopt a different point of view
- Liaise with cross-functional partners to drive productivity offense
- Initiate process improvements, support system and control implementations that drive simplification
- Direct the monthly preparation and review of the forecast
- First in class Excel modelling skills, experience in building detailed models and generating flexible outputs
- Investor relations communications including board presentations and story boarding
- Drive the financial strategic planning process for Golf US Region
- Experienced change agent in a matrix environment preferred
- Experience in Supply Chain Finance preferred