Finance & Planning Job Description
Finance & Planning Duties & Responsibilities
To write an effective finance & planning job description, begin by listing detailed duties, responsibilities and expectations. We have included finance & planning job description templates that you can modify and use.
Sample responsibilities for this position include:
Finance & Planning Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Finance & Planning
List any licenses or certifications required by the position: PMP, CPA, MBA, SAP, FCIAA, RNUA, CBAP, CIA, CMA, PM
Education for Finance & Planning
Typically a job would require a certain level of education.
Employers hiring for the finance & 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, Business, Economics, MBA, Business/Administration, Education, Engineering, Finance/Accounting, Graduate
Skills for Finance & Planning
Desired skills for finance & planning include:
Desired experience for finance & planning includes:
Finance & Planning Examples
Finance & Planning Job Description
- Analysis of specific P&L items and metrics
- Manage and track financial performance against annual budget and seasonal financial plans through monthly forecasting at the division/department and season type level with inputs from business partners
- Conduct ad-hoc analysis and scenario modeling at the request of management business partners to aid in decision-making
- Support Merchandise Planning team in tool maintenance for monthly forecasting
- Ensure the monthly close delivers accurate financial results including comprehensive analysis of key expense and balance sheet items
- Review variance analysis and explanations
- Analysis across the business unit to drive cost efficiencies and revenue generation
- Lead forecasting process of overheads
- Perform and assemble analysis of new and/or supplemental aircraft types
- Manage the monthly inter-business JV process by ensuring that the Financing JVs are agreed between FID/ EQ and IBCM and are accurately transferred in the ledger, and guiding the JV derivatives team based in Pune
- Analytical skills are the ability to visualize, articulate, and solve both complex and uncomplicated problems and concepts, and make decisions that are sensible based on available information
- Tenacity and willingness to challenge at all levels
- Drive and enthusiasm to develop the role and realise process efficiency
- Builds strong relationships across different functions
- Flexible and able to work in a fast paced growing environment
- Support the business to manage expenses through (a) ensuring appropriate metrics and monitoring mechanisms in place, proactively highlight exceptions, and suggest course of actions
Finance & Planning Job Description
- Work closely with the VP of Finance to analysis details of the accounts, key movements, balances and transactions
- Conduct further analysis reports as required
- Complete monthly inflation analysis
- Develop analysis models and methods to make key business decisions
- Manage and coordinate the ongoing administration of the Commercial Metrics Center (CMC) SharePoint site, user security administration, communication, workflow process for metrics submission and publishing reports
- Maintain and update metrics standards, definitions, documentation, training guides, and tools and provide on-boarding to new users as needed
- Budget support including creation of POs, managing suppliers and SOWs, interfacing with legal, budget reporting and reconciliation
- Drives translation of strategic plan into an annual budget
- Leads Retail Services team through quarterly forecast process
- Improves financial / business acumen of Retail Service teams through dissecting business into easy-to-understand key drivers and actively coaching non-financial leaders
- Strategic thinker with the ability to manage details
- Eleven or more years of progressive project administration experience with at least five of the years managing those operations in an engineering or scientific environment
- Must demonstrate detailed and extensive expertise of project planning and scheduling, monitoring and reporting on these activities
- Strong leadership, communications, presentation, and interpersonal skills are also required the ability to interpret and explain unusually complex operational issues
- Establish credibility throughout the organization as an effective problem solver
- Provides financial opinions on agreements
Finance & Planning Job Description
- Monthly working capital reporting
- Various kinds of routine reporting
- Lead the annual budget cycle starting with long range plans for growth and target setting for each marketing program
- Lead efforts to continuously improve the efficiency and effectiveness of process
- Participate in monthly financial closes
- Co-ordinate the monthly Demand Planning Process by liaising with EMER Distributors and Sales Territory Managers to receive their country level demand plans
- Support in the Consensus Reviews process by critiquing and reviewing monthly changes to the demand while capturing assumptions for those changes at units and revenue level
- To provide the Vulnerabilities and Opportunities within and on top of the latest forecast projections so the business can manage in a proactive rather than reactive manner
- Support the Regional ‘Demand Review’ step of the monthly Synchronised Business Planning (SBP) process for Greater Europe and Middle East Regions (Monthly Presentation of Demand updates to senior leadership)
- Forecast Submission - Oracle Demantra input and mapping maintenance of the tool
- Strong organizational, planning, quantitative and problem solving skills
- Requires expert knowledge of own area of functional responsibility and advanced knowledge of multiple related functions
- 10+ years of experience in Finance (FP&A, Accounting, M&A)
- Outstanding business acumen and critical thinking skills
- Bachelor Degree in accounting with a min of 1 years financial experience in the field
- Good communication skills with ability to communicate complex issues in a structured and clear way
Finance & Planning Job Description
- Prepare customer Order Board / Shipments update for the weekly Demand Control at Kent
- Team member of cross-functional department projects
- Review and train team on creation of monthly financial forecasts
- Review and analyze daily, monthly and quarterly reports to execute, recommend to, and work with cross functional teams to implement operational inefficiencies
- Monitor business performance and lead cross functional teams determination of updated goals
- Routine communication with Finance team relating to financial close, issues and deliverables
- Organize presentations and effectively communicate to executive level succinctly
- Partner with store and corporate teams to improve specialty profitability
- Lead in the delivery of actual, budgets and forecasts processes for a specific business model
- Have full P&L responsibility by Business Model, reviewed monthly /quarterly and YTD
- Solid analytical skills and business acumen are required
- Good influencing skills are essential to coordinate the financial activities in a diverse and complex organization
- Degree/Professional Qualification in Accounting/Finance
- Minimum 7 years of related working experience in management reporting, cost accounting, budgetary control in fast- paced manufacturing environment
- Technically hands-on and ability to work in a fast-paced environment
- Must equip with analytical skills, attention to detail and result-oriented
Finance & Planning Job Description
- Supervise special analysis to ensure information is correctly classified and appropriately stated
- Drive global margin analysis identifying key opportunity areas to continuously improve profits
- Reconcile month end results, provide commentary and recommendations
- Originate, negotiate and document the acquisition of targeted aircraft
- Raise aircraft financing
- Assist in the disposal of aircraft and aircraft-related assets
- Manage delivery of aircraft in various regions world-wide
- Coordinate the induction of acquired aircraft
- Perform lease vs
- Perform post-purchase and post-lease contract management activities (reimbursements, owner/seller notifications, coordination of financial details with accounting department)
- Able to manage routine workload and ad-hoc projects with minimum supervision
- Teamwork, Passion, Integrity, Innovation, Self-discipline
- Undergraduate and/or graduate degree preferably in Finance, Accounting or Business Administration with concentration in Finance
- Previous Retail finance experience required
- Organize and manage all aircraft related documentation (sales/purchase agreements, leases)
- Manage lease activities of Allegiant’s asset management subsidiary