Financial Analyst, Planning Job Description
Financial Analyst, Planning Duties & Responsibilities
To write an effective financial analyst, planning job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analyst, planning job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Analyst, Planning Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Analyst, Planning
List any licenses or certifications required by the position: CPA, MBA, CMA, CFA, CFP, CIMA, ACCA, ACE, CTP, CHFP
Education for Financial Analyst, Planning
Typically a job would require a certain level of education.
Employers hiring for the financial analyst, planning job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Education, Business/Administration, MBA, Graduate, Administration, Mathematics
Skills for Financial Analyst, Planning
Desired skills for financial analyst, planning include:
Desired experience for financial analyst, planning includes:
Financial Analyst, Planning Examples
Financial Analyst, Planning Job Description
- Analyze the financial statements of acquisition targets and convert into a standardized format in MS Excel
- Management information packs and variance analysis for performance against budget / standard costs
- License impairment reviews and inventory analysis
- Customer and sales channel profitability reports and analysis
- Commercial P&Ls for operational heads and required flash reporting
- Licensing reporting
- Quarterly reforecasts
- Maintain effective communication with your line manager to ensure that you are fully informed of and keep abreast of operational objectives
- Ensure that you own, deliver and comply with operating objectives and standards of performance
- Position requires flexibility and the ability to work with large amounts of data and draw conclusions from that data
- Experience is a must in Oracle Essbase Spreadsheet
- Bachelor’s Degree in Finance , Accounting or closely related discipline preferred
- Knowledge in BPC or Hyperion Enterprise a plus
- PC or technical knowledge a must
- Prior experience with Hyperion Planning / Essbase (or similar multidimensional database, , Microsoft Access, IBM Cognos, SAP, ) preferred
- Delivery of Budget & Latest Estimate processes (CAPEX and OPEX)
Financial Analyst, Planning Job Description
- Support forecasting and analysis of actual results &deviations to forecast related to GSP NA cash flow and balance sheet
- Responsible for houly payroll
- Provides supervision of one employee
- Responsible for monthly studio P&L reporting, submission and analysis
- Responsible for monthly supporting department & IT shared service budgets reporting & controlling
- Responsible for monthly employee timesheet system closing, reporting & controlling
- Actively participate in the annual and quarter studio budget forecast and submission
- Lead the department budgets tracking, controlling and analyzing
- Be able to support department head on budget related requests, and work with cross department
- Help on the improvement of the reporting process and work flow
- Must have strong follow-through skills and ability to implement suggested strategies
- Must have demonstrated experience in conducting SWOT analysis and creating strategic business plans
- Undergraduate diploma (Bachelor's degree
- The ideal candidate will have 1-3 years of prior experience with cash flow modeling and forecasting, data analysis, valuation, and/or other related fields
- Must have series 7, and 65 or 66 and Life/Health licenses, or must be obtained within 6 months of employment
- Minimum 3-7 years financial services industry experience specifically in a broker/dealer or registered investment advisor environment required
Financial Analyst, Planning Job Description
- Financial Planning and Operational System oversight and administration
- Works with internal departments to expedite obtaining financial information
- Monitors systems and performs testing and training as needed
- Actively participate in forecasting/projection process
- Provide analytical and decision support to business partners
- Support the company’s development of an annual budget
- Set up monthly forecasting and reporting tools
- Scope of work primarily includes working with the P&L, balance sheet and cash flow related financials
- Perform valuation and other analysis around company capital structure
- Responsible for managing and communicating the strategic planning cycle, liaising with the Commercial Finance Managers to ensure consistency of timescales and agreed deliverables
- Excellent professional written and oral English communication skill
- Ability to work independently and be responsible for the timeline and deliverable
- Show team spirit and willingness to evolve in team activities
- Desirable Master’s degree in Accounting, Finance or Business Administration
- 2-3 years work experience in finance partnership role serving multiple finance and business stakeholders
- Self-motivated, highly organized, and detail oriented ability to solve problems and perform analytics
Financial Analyst, Planning Job Description
- Forecast – Responsible to work with the extended asset teams to analyze current month accounting data and proposed accounting accruals for reasonableness and to prepare analysis of variances from budget and previous forecast.Communicate analysis to company management and work with them to incorporate any changes into the forecast.Ensure that the operating region’s Capital, Production, Expense, and G&A forecasts are updated and maintained in the financial planning system
- Reports to the Delaware Planning Manager with indirect responsibility to the Financial Planning and Reserves Manager as needed
- Ad hoc analysis projects – Financial modeling of operational opportunities, asset optimization
- Demonstrating a strong understanding of financial and operational information process flows
- Prepare weekly and monthly executive reports with key performance metrics
- Create ad-hoc analyses to drive business strategy
- Maintenance of budget policies and procedures and communication of said procedures to local teams
- Provide support to the wider FP&A Core & Growth team when required
- Prepare journal entries including backup and support
- Prepare budget and forecast models including support for detailed assumptions
- Insurance experience preferred with knowledge of GAAP/STAT accounting principles a plus
- One year Accounting, Finance, Healthcare, Investment Banking or Management Consulting experience preferred
- Degree in Finance, Economics, or Accounting required
- 1-3 years of experience in planning and analysis required
- Ideal candidate will adapt quickly to a changing work environment and prioritize tasks in an efficient, time oriented manner
- Candidate must have exceptional analytical skills including financial modeling and forecasting
Financial Analyst, Planning Job Description
- Prepares financial analyses to support AAG decision making, including 3-year metrics reporting, key performance indicator modeling, product line profitability, competitive analysis and industry benchmarking, and what-if scenarios
- Provides ad-hoc analysis and actionable insights to division leadership to support goals and strategies
- Generates monthly reports, including productivity and variance reporting
- Coordinates the monthly close process for various divisions where needed, including accruals, PO system management, invoice review and research, and data entry into relevant support databases/models
- Assists and guides cost center managers with individual problems of planning, cost control, budget preparation, variance research, and business case preparation
- Develops, manages, and maintains models to support company activities, such as labor reports, industry comparisons, cost and revenue forecasts, fuel price scenarios
- Leads, and drives to completion, finance projects and initiatives of varying scopes and sizes
- Facilitates procedural changes within the division to create additional financial transparency and budget ownership/accountability
- Acts as financial advisor to various divisions where needed
- Monitors activities of on-going development projects by reviewing financial documents and approving payments for eligible costs to ensure public funds are properly expended
- Knowledge and experience utilizing standard cost accounting preferred
- Good verbal and written command of Spanish and English
- SAP, BPC & COGNOS experience highly desirable
- Service orientated, able to think ‘outside the box’
- Flexible, results driven
- Experience in high value environment, speed and accuracy desirable