Financial Partner Job Description
Financial partner
provides accounting and finance deliverables to DMN Accounting, Corporate Accounting and Financial Planning & Analysis and management.
Financial Partner Duties & Responsibilities
To write an effective financial partner job description, begin by listing detailed duties, responsibilities and expectations. We have included financial partner job description templates that you can modify and use.
Sample responsibilities for this position include:
Provides best practice advice to Global Function teams on finance related areas including accounting policies and other compliance requirements
Analyzes monthly partner reporting extracts, in accordance with contract requirements, for use in company Accounting close processes and Corporate Finance metrics
Reviews business planning assumptions to achieve forecast accuracy and contributes to the advisory of appropriate “finance handicap” to refine the accuracy of the results
Contributes to the development and communication of insights/risks relating to forecast/budgets and performance to targets to the CEMEA Finance Planning team and work with the Global/Country FBPs to ensure alignment of cross-matrix reporting and budgets
Uses finance policies, procedures, forecasts and budgets to support alignment functional teams actuals to their submitted forecasts
Highlight significant variations in expenses to finance and global function stakeholders
Financial advisory to Global Function head/managers on finance related matters of a difficult nature
Recommends Finance best practice to functional heads which impacts the function across the CEMEA region
Solves complex finance problems taking a broad perspective to identify innovative solutions
Meet with Legal and Finance to communicate Financial Operations / Partner Payment’s documented understanding of new or existing key financial terms and obtain their consent
Financial Partner Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Partner
List any licenses or certifications required by the position: CPA, CMA, ACCA
Education for Financial Partner
Typically a job would require a certain level of education.
Employers hiring for the financial 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, Engineering, Business/Administration, Marketing, Statistics, Technical
Skills for Financial Partner
Desired skills for financial partner include:
Essbase
Accounting
Access
Finance
Microsoft Suite
Sarbanes Oxley would be considered an asset
CN’s financial and accounting reporting system
Railway Operations business processes and metrics
Accounting: Auditing
BW and SQL Server
Desired experience for financial partner includes:
Strong knowledge of financial products loans, financial and operating leases
Business acumen – Ability to understand the sales process, roles and responsibilities of the interrelated functions of the business, and the competitive environment
Manages forecasting/budgeting process for the designated Global Functional team in CEMEA ensuring that the business teams deliver a timely and realistic financial projection that aligns with corporate strategy and priorities
Manages ongoing reporting and review of financial performance to targets with the Global Function heads, providing advice to help shape spending plans and re-prioritize funding as required in response to changing business conditions
Manages FBP projects forecasting & budgeting for respective Global Functions for the CEMEA region
Preferred Qualified CPA from recognized professional body
Financial Partner Examples
1
Financial Partner Job Description
Job Description Example
Our innovative and growing company is looking for a financial partner. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial partner
- Interprets new partner agreements for accounting, reporting, and financial processes required
- Supporting the Local Financial Planning & Analysis (FP&A) Category Finance team in month end, budgets, re-forecasts & ad hoc requests
- Establishing strong relationships is imperative and also working as part of the integrated Category finance team, ensuring understanding of the complexities of the Category and its Clusters
- Providing detailed cost benefit analysis of both internal and external business opportunities
- Partnering with Business Units to ensure costs are controlled in accordance with Budget
- Development of flexible financial models to ensure compliance with banking covenants for internal and external opportunities
- Development and reporting of KPI's to support business managers
- Proposing and evaluation of efficiency measures and maintaining a system for ongoing reporting of same
- Assisting in the process of facilitating departmental management on the interpretation of financial and management information
- Project management of improvements to I.T
Qualifications for financial partner
- Ability to present to large audiences smaller groups, in a manner that effectively conveys how to leverage financial offerings into account plans and / or proposals
- Exposure to financial services, retail banking, cards business or electronic payments is preferred
- Roll out of training on budget module to departmental managers
- Working on ad-hoc projects as assigned from time to time
- Maintain good collaborative working relationships with middle and senior management
- Ideally 1+ years' experience within a similar role
2
Financial Partner Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial partner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial partner
- Assists in managing communication between departments and partners in developing and finalizing business processes
- Develops reporting requirements to ensure information is available for accruals and for payout/billing of contract terms
- Prepares payment and billing invoicing to support contractual partner economics
- Reconciles data, payments and billings provided by partner or internal systems
- Monitors transaction flow and timing of partner receivables/payables
- Collaborates with various internal groups external partners to ensure business processes are effective, accurate and executed timely
- Analyzes contracts, documenting requirements to support financial transactions and processes
- Prepares Ad Hoc Transaction Analysis for external OEM Partner contacts
- Develops and maintains process documents for internal controls and Sarbanes Oxley compliance
- Assists internal and external auditors, as applicable
Qualifications for financial partner
- This resource will not have any direct reports
- CPA is a benefit, not required
- Experience creating documentation desired – business requirements, system test plans
- Thorough knowledge of Oracle
- Knowledge of SQL Server Language is preferred, not required
- Responsible for month end close and analysis of variances for a specific region
3
Financial Partner Job Description
Job Description Example
Our company is searching for experienced candidates for the position of financial 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 financial partner
- Develop deep understanding of Finance team business processes, challenges, and long term strategies
- Act as key player in identifying potential Finance projects, prioritizing and sequencing projects, and ensuring their successful completion
- Drive month end and strategic forecast/ budget process for Cluster to follow and adhere to
- Coaching and supporting direct reports to ensure deliverables achieved, issues escalated and resolved and process improvements and standardisations delivered
- Assisting in analysis for reviews of the external environment/ competitor analysis on an ad hoc basis
- Supporting s404 testing for Category and Area
- Supports decision making processes in areas of product profitability, price -volume-mix analysis, terms/discounts/rebates, investment proposals and spend recommendations
- Supports integration of a newly acquired business into our standard financial operating procedures
- The incumbent prepares and presents financial and business related analyses in areas such as innovation tracking, collecting market intelligence, creates investment proposals and controls expenses
- Coordination of the Planning & Forecasting processes, including strategic planning, annual operating budgeting and quarterly/monthly forecasting
Qualifications for financial partner
- Good knowledge of Microsoft Office Suite - proficient in excel
- Experience working with Financial Services clients and knowledge of business challenges, opportunities and trends in the industry
- Analyzes & assess partners & distributors qualification for the WCS
- Minimum 8-10 years of experience in business development, Financial Services and/or Channels
- Create a strategic partner development plan for target partners and customers, and ensure it's in line with the AWS Financial Services overall plan
- Work with the Financial Services segment leader to execute the strategic business plan while working with key internal stakeholders
4
Financial Partner Job Description
Job Description Example
Our growing company is looking for a financial partner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial partner
- Provide financial modeling and analytic support to the USBU Sales Finance team’s efforts to attain current and future volume-and-revenue focused initiatives
- Support the Corporate FP&A team’s forecast calendar through alignment with the USBU Sales Finance forecasting calendar and support processes
- Partner with leadership and stakeholders in all departments including Finance, Sales and Marketing, Product Supply, Technology, Legal, Human Resources
- Billable utilization range of 20-40%
- Strong professional network in the San Francisco financial services community
- Creative, innovative leader who is excited about a culture-first consulting environment
- Experience advising clients on business strategy and execution and delivery of end-to-end solutions
- Expands the Slalom brand through thought leadership
- Owns client engagement, quality assurance and client satisfaction for all San Francisco financial service related engagements
- Facilitates client satisfaction surveys
Qualifications for financial partner
- 3 to 5 years of experience in a medium to large size manufacturing company preferably US multinational
- Knowledge of research methodologies
- 2-3 years of experience with the financial side of a project oriented organization
- A solid understanding of the health plan claims process and the financial arrangements between health plans and providers
- Flexibility to travel (5 – 25%) depending on home location)
- Proven track record winning outsourcing deals and consulting projects and scaling business in managed accounts
5
Financial Partner Job Description
Job Description Example
Our company is growing rapidly and is looking for a financial 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 financial partner
- Involved with local and cross-market strategic initiatives
- Sound understanding of all the transactional processes within the scope of the contract ensuring that all participants understand fully their part in a process and are able to execute their role and responsibilities to meet agreed expectations
- Supervision of daily and periodic activities, liaising with delivery partners, to ensure tasks are delivered to plan and agreed deadlines are met
- Assisting the Assistant Financial Services Contract Manager in monitoring KPIs and ensuring the delivery of scheduled and ad-hoc reporting to tight timescales
- Deputising for the Assistant Financial Services Contract Manager as required
- Support and development of an appropriate Financial Control environment
- Input to Financial Control Framework
- Validation, aggregation and analysis of control data and process information
- Production of investigative reports and recommendations
- Developing and maintaining a network of relationships within their partner business area to keep themselves informed and up-to-date on developments and enable immediate engagement when action or support is needed
Qualifications for financial partner
- A strong domain knowledge in the Financial Services and Insurance industries in the Italian market
- You already have and can connect with CXO‘s and senior executives in the industries
- Proven experience in selling and managing large and complex multi-tower engagements involving IT, BP0 and consulting solutions
- Ideally you have exposure to digital transformation in the Insurance and Financial services industry with prior experience in digital strategy and technology driven programs
- Technology enabled business transformation is your playground - You can visualize and design transformational solutions based on customer business goals, new business models and disruptive digital technologies
- Proven experience in selling and delivering large scale technology driven business transformation programs for Insurance Services and Insurances companies in Italy