Financial Planning Analysis Job Description
Financial Planning Analysis Duties & Responsibilities
To write an effective financial planning analysis job description, begin by listing detailed duties, responsibilities and expectations. We have included financial planning analysis job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Planning Analysis Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Planning Analysis
List any licenses or certifications required by the position: CPA, MBA, CFA, CMA, FEMA, CIMA, ACCA, FHFMA, CPAM, CCE
Education for Financial Planning Analysis
Typically a job would require a certain level of education.
Employers hiring for the financial planning analysis job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, MBA, Business, Economics, Business/Administration, Education, Financial Planning, Statistics, Management
Skills for Financial Planning Analysis
Desired skills for financial planning analysis include:
Desired experience for financial planning analysis includes:
Financial Planning Analysis Examples
Financial Planning Analysis Job Description
- Key in interpretation and building of analysis as it relates to sales, gross/operating margin, bridges, currency
- Building of robust processes and ease of information sharing from and between process partners
- Work through for improved connection between P&L assumptions and the BS to Cash Flow ensure consistency with inputs that drive working capital and other key BS components
- Review monthly financial results
- Explain material variances from budgets, forecasts and prior year
- Perform monthly and ad hoc analyses of Production Margin of Key Products (MPG), Operating Expenses and other items as required
- Coordinate and manage weekly, monthly and quarterly closing content & schedules, across LSP’s regional sites, to support SBU & Parent Corporation reporting deadlines
- Lead Finance contact to support all Parent Corporation Financial initiatives and data requests
- Responsible for preparation of monthly Financial Results & Analysis Package
- Co-lead initiative (with IT) to create and launch LSP’s new Global Data Warehouse
- Excellent written and spoken English skills a necessary requirement
- Excellent inter-personal and communication skills with the ability to work across various functional groups within the department and across the company in both regional and corporate offices
- Energetic, assertive and hands-on with a flair for numbers
- Strong analytical skills and proficiency in the use of financial evaluation methodologies for analyzing and evaluating new and existing business across the group
- Excellent working knowledge of spreadsheets and presentation software
- Sound understanding of financial statutory requirements and US GAAP reporting
Financial Planning Analysis Job Description
- Administer the budget, forecast and long term plan processes for the total company or relevant business or support function
- Oversee development period analysis of performance vs
- Partner with management and others to anticipate future business changes and challenges and proactively develop and implement new or revised plans, to include working in partnership with the business leaders and corporate partners to identify and realize revenue enhancement and expense savings opportunities
- Oversee the capital planning and approval process for the total company or relevant business or support function
- Support in aggregation of the annual financial plan including completion and review of results, metrics, reports and presentations
- Provide financial and analytical support for capital expenditure requests (CERs)
- Collaborate with the rest of the FP&A team to assist with ad-hoc financial reporting and analysis
- Identify trends and developments in the competitive business environment and present findings to senior management
- Preparation of monthly financial reporting packages
- Analyze financial results and investigate variances
- Help in maintaining and enhancing the forecasting & planning processes, streamlining management reporting across the region
- Advanced working knowledge of managing financial operations and reporting
- Advanced working knowledge of financial analysis and financial modeling
- Extremely collaborative and strong ability to communicate with senior level management team
- 10+ years of relevant financial and managerial experience in a manufacturing environment
- Working understanding of revenue recognition and foreign currency calculations
Financial Planning Analysis Job Description
- Maintains the control environment for the division office to ensure that the balance sheet is correctly stated, all expenditure is properly authorized, CAR’s are raised
- Preparation and review of monthly price volume analysis (PVE), product mix, purchase price variance analysis (PPV), ICP validation and SKU profitability
- Quantification and review of sales quantities and assumptions from Demand Planning team against Budget and Projections
- Review and simulation of trade inventory levels and consumer off-take
- Review of sales discounts & trading funds usage and sales returns trend
- A&P and operating expenses budgetary controls
- Providing business partnering support for Trade and Medical Sales team, Supply Chain team being a key financial resource for assigned franchise financial evaluation for projects, initiatives, promotional activities, commercial conditions evaluation and
- Liaising with Regional and Corporate on transfer pricing negotiations, product costing, quarterly SOX reviews and other adhoc requirements
- Proactively identifying key issues, risks and opportunities to assist management in the development of appropriate actions
- Day to day generation of reports
- Patient and positive attitude a must
- 4-6+ years of work experience with a concentration in management reporting and analysis
- Ability to work independently in a complex team
- Proactive in identifying issues and developing solutions – Commitment to accuracy is a must
- Multi-task oriented in a flexible and high pressure environment
- Proven analytical and quantitative skills, ability to communicate and influence others by translating complex data into easily-understood ideas and recommendations
Financial Planning Analysis Job Description
- Update existing training materials and PowerPoint presentations as needed
- Prepare and maintain recurring source files, primarily in Excel with HFM Smart View functionality, which are leveraged for analysis of results and are the basis of senior management reporting
- Develop and maintain effective working relationships with UK FP&A counterparts, Recorded Music finance teams globally, Shared Services Accounting, Consolidations, External Reporting, Investor Relations and other key financial team members
- Support Sarbanes-Oxley requirements including writing/updating procedures and testing
- Liaison to Headquarters in Connecticut
- Executing account reconciliations
- Performs trend and variance analyses - incorporates data from different areas and synthesizes
- Responsible for weekly/monthly/quarterly reporting and updates to management team
- Presents forecasts and underlying assumptions to senior leadership and provides visibility into key variance drivers and changes from period to period, or vs
- Lead FP&A processes within AP Exports to meet AMEA Region FP&A reporting calendar
- Adept with long term forecasting
- Strong communication and interpersonal skills, ability to influence across the organization and work in a cross-functional, fast-paced environment
- Experience with database management tools (Cognos, MS Access)
- Qualified Accountant (is a plus)
- Fluent English and Arabic (written and spoken)
- Ability to travel within the U.S. , this role will report into Sr
Financial Planning Analysis Job Description
- Prepare monthly review packages for senior management for both actual and forecast results
- Assist in preparation of monthly Board of Director presentation decks for both actual and forecast results
- Liaise with Consolidations and External Reporting regarding financial results to ensure presented uniformly across the Company
- Prepare quarterly reporting templates provided to the labels/affiliates globally and act as key point of contact for submissions and any subsequent follow-up
- Coordinate quarterly actual review meeting materials with the affiliates, which includes packaging the financial data, confirming with presenters, printing materials, and distributing electronically
- Prepare ad hoc reports, special projects, and analyses for senior management, as requested
- Prepare financial metrics and analysis of financial results on a monthly basis
- Provide finance management and business partners projections on key risk and opportunities relative to plan/forecast
- Responsible for tracking overall spend which includes booking monthly accrual entries and support the A/P processing and coding of invoices
- Maintain reporting and analysis for resources (employee and consultant) and special projects
- Highly organized, detail oriented, proactive and self-motivated
- Work well under pressure and be focused on meeting deadlines with the ability to multi-task as necessary
- Ability to work effectively within a team environment, independently, as the situation demands
- Strong analytical skills, including interpreting financial data and understanding the drivers to deliver results
- Analytical and enjoy working with data
- Possess good inter-personal skills, customer and teamwork oriented