Planning Analysis Manager Job Description
Planning analysis manager
provides commercial finance support to the activities of business, including but not limited to budgeting, forecasting and modelling the financial outcomes of strategic initiatives.
Planning Analysis Manager Duties & Responsibilities
To write an effective planning analysis manager job description, begin by listing detailed duties, responsibilities and expectations. We have included planning analysis manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Determine appropriateness of accounting policy and budget/forecast procedures designing and implementing improvements
Develop and lead the forecasting and budgeting process for the LSP including coordination with Commercial, Operations, Marketing & Engineering Global leadership
Serve as Hyperion Essbase contact/lead for the SBU, including ability to create new reports (as requested)
Drive development and implementation of new financial processes and systems facilitate the training effort for other function groups as it relates to new systems
Analysis of specific profit and loss items and metrics
Assist in the production of monthly reporting on intermediary payments
Produce profitability reporting on both funds and intermediary relationships
Analyze payments across intermediaries for consistency and to ensure the value proposition of services received
Partner with Investment Administration and Fund Legal on financials to be presented to Fund Board of Directors
Ensure invoices from our intermediary partners are accurate and paid in a timely manner
Planning Analysis Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Planning Analysis Manager
List any licenses or certifications required by the position: CPA, CFA, MBA, PMI, IIBA, CMA, APICS, CIMA, ACCA, SOX
Education for Planning Analysis Manager
Typically a job would require a certain level of education.
Employers hiring for the planning analysis manager 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, Education, Business/Administration, Management, Graduate, Statistics
Skills for Planning Analysis Manager
Desired skills for planning analysis manager include:
Accounting
Budgeting
Oracle
SAP
HFM
Hyperion
Microsoft Excel
Financial forecasting
Access and Excel
Accounting principles
Desired experience for planning analysis manager includes:
Outsourcing or Shared Service management preferred
Six Sigma or other process improvement training a plus
Expert proficiency in Excel, Word and Power Point
Manager should be able to prepare senior management level presentations that clearly present financial information to operational financial leaders
Manager should have an aptitude for extracting data from financial systems and understand the corporate mapping and hierarchy in order to recognize and react to both challenges and opportunities
Manager must be proficient in excel and be able to work amicably and effortlessly in a team environment where electronic files need to be organized, logical and accessible to the entire team
Planning Analysis Manager Examples
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Planning Analysis Manager Job Description
Job Description Example
Our growing company is hiring for a planning analysis manager. 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 planning analysis manager
- Developing a constructive working relationship with key people within the organization (Sales, Legal, Accounting)
- Assisting sales and management in the understanding of financial implications of business decisions, from trends, product pricing, and accounting conclusions
- Analyze, develop, and improve on operating and capital budgeting processes
- Define and develop efficient and effective accounting policies and control processes, including development of requirements, implementation plans, compliance reports
- Provides support in preparing zone countries’ monthly financial reports (Balance Sheet, P&L, Working Capital, capital expenditures (CAPEX), Backlogs), weekly sales reports, quarterly and annual financial reports to Global
- Prepares and enters following year’s budget reports into the system towards year-end
- Development of annual/seasonal sales, maintained margin, gross margin, and inventory plans
- Primary ownership for top-down inventory planning and forecasting by channel, including support of corporate reporting requirements
- Brand finance lead on freight, sourcing, supply chain and capital planning
- Lead FP&A activities which include, but are not limited to, analysis of monthly and quarterly financial results, preparation and consolidation of monthly financial forecasts, development and consolidation of annual business plan, preparation for monthly and quarterly plan reviews, and general financial analysis in support of business objectives (cost and expense analysis, identification of risks and opportunities, balance sheet analysis)
Qualifications for planning analysis manager
- Proficiency in MS office (advanced Excel and PowerPoint skills)
- Self-motivated, able to work with little or no supervision, demonstrates initiative, flexibility, teamwork, maturity under pressure, and anticipates and resolves problems before they develop
- The ideal candidate would have experience with predictive modeling in a live service digital business
- Prefer candidates with RETAIL or FMCG financial analysis experience
- At least 8 years working experience in financial analysis, highly prefer candidates with Big 4 audit experience
- Minimum 7 years of experience in Financial Planning & Analysis
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Planning Analysis Manager Job Description
Job Description Example
Our growing company is looking for a planning analysis manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning analysis manager
- Working closely with Accounting on the month end and quarter end close processes, including accruals, reconciliations
- Prepare and communicate corporate forecast submissions
- Contributing to audit support and ad hoc corporate reporting
- Preparing/creating performance reports for management
- Prepare budget vs
- Conduct formal monthly review meetings with manufacturing and finance management to discuss plant performance
- Development/refinement of local operational procedures and documentation of data flow
- Prepare and update (weekly, monthly, ad hoc) video ultimates based on box office and performance submit to WB Corporate
- Take full ownership and manage the FP&A responsibilities for DER, while staying closely coordinated with Sr
- Develop detailed financial models tracking product profitability and capital investment ROI
Qualifications for planning analysis manager
- Must be strong in Excel and comfortable using SQL (or be willing to pick up SQL quickly)
- Easily establishes a rapport with others, builds effective business partnerships
- 5+ years in finance, sales analysis or related role
- Must have advanced knowledge on Excel and Powerpoint
- Must have ability to conceptualize, organize, and create complex business models from various inputs
- Proactive self-starter who has a strong desire to learn and take ownership of their work
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Planning Analysis Manager Job Description
Job Description Example
Our innovative and growing company is hiring for a planning analysis manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for planning analysis manager
- Develop and review board-level reporting, including preparation of board meeting agendas and schedules
- Oversee annual statutory financial statement audits and tax filings
- Co-Lead key global forecasting, planning and reporting processes, including coordinating of Annual Operating Plan and Forecasts for P&L, balance sheet and cash flow
- Support the month-end financial reporting process
- Present Dashboards to Senior Management
- Provide timely and accurate ad-hoc analysis
- Ensure the data capture is consistent and elements accurately reflect business definitions
- Co-ordinate with offshore project team for automating manual processes to improve efficiencies
- Provide financial analysis and reporting for management on major capital and O&M cost drivers
- Manage team and work to address talent management, resource planning, Select and hire employees for the core function group
Qualifications for planning analysis manager
- Work experiences must demonstrate strong communication skills and an ability to develop strong relationships and partnerships with internal clients
- Must have a track record of aligning activities with business strategies and measuring impact on business results
- Must have experience working cross-functionally, successfully influencing others and implementing new strategies
- Must be capable of contributing expertise and leading efforts to use historical data to forecast future trends in customer/subscriber patterns
- Demonstrated ability to build consensus on findings/results
- Ability to interact independently with various user groups under minimal supervision
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Planning Analysis Manager Job Description
Job Description Example
Our company is searching for experienced candidates for the position of planning analysis manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for planning analysis manager
- Maintain responsibility for developing and implementing an effective planning and analysis procedures and tools that will provide senior leadership with necessary information for decision making process
- Maintain responsibility for financial planning and analytical functions throughout the region - leading strategic planning process, annual budgets and forecasts, including gathering of necessary data
- Provide analysis of actual performance from regional and segmental standpoint to identify key drivers of the performance
- Prepare written commentary on actual performance, variances from budget and prior year
- Provide direction on profitability of the business with various customers and additional analytical support such as pricing and promotional and various other discount analysis that improves business profit
- Provide additional month end reporting including
- Prepare and present executive presentations on a regular basis
- Maintain a weekly forecast of revenue and subscribers for the month based on business inputs
- Annual budget preparation (utilizing Ana Plan software)
- Assist with financial statement close and balance sheet reconciliations, as necessary
Qualifications for planning analysis manager
- Self-starter with initiative and desire to take ownership of responsibilities
- Superior organizational and attention to detail skills
- Experience working cross-functionally, successfully influencing others and implementing new strategies
- High level proficiency in Microsoft Office with a focus on Excel, Word, and PowerPoint
- Track record of managing people effectively with an emphasis on individual coaching & development
- Team player with ability to thrive in a dynamic environment
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Planning Analysis Manager Job Description
Job Description Example
Our innovative and growing company is hiring for a planning analysis manager. 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 planning analysis manager
- Responsible to prepare annual surveys such as the MGMA survey, US Census Data, or other similar reports
- Monitors client financial performance through detailed analysis of actual spending versus approved budgets
- Leads or participates in process improvement initiatives for business functions to deliver improved financial or business outcomes
- Provide expertise and advice to optimize planning systems
- Provide financial and strategic ad hoc analysis to Open Connect team (around architecture and technology trend decisions) Corporate Planning
- Report, support, and evolve cost and operational metrics and KPIs through monthly dashboards
- Maintain short and long term operational forecasts
- Partner with Operations team to understand drivers by market
- Drive cross-functional efficiency, data capture and strategic initiatives - playing the part of problem solver, facilitator, metrics and efficiency champion!
- Assist in monthly and quarterly close operations with specific regard to accruals
Qualifications for planning analysis manager
- BA/BS degree in Finance or Economics required
- Home Video or other entertainment experience preferred
- Must have advanced knowledge of Microsoft Office (Excel, Word, and Access.)
- Well-rounded business person with critical thinking skills
- Excellent written and oral communication skills presentation development skills
- Home entertainment experiences a plus