Position Overview
The Financial Planning & Analysis Senior Manager will utilize data and analytics to provide essential business insights and decision support to key stakeholders. This role covers a wide range of processes and initiatives, including comprehensive company-wide analysis and consolidation, contributing to external financial reporting and investor relations, overseeing company-wide planning and forecasting, and assisting with strategic planning efforts.
Responsibilities
- Lead annual budget and monthly forecasting processes, ensuring alignment with company objectives.
- Develop and present analyses to support decision-making processes, optimize expenses, and track core business metrics, driving better decisions and results. Analyze outcomes and communicate opportunities for improvements and potential risks.
- Create meaningful analyses and presentation materials on budgets, forecasts, and strategy for the Executive Leadership Team, including variance analysis between actual results and budget, forecast, and strategy.
- Identify opportunities to digitize, automate, and enhance existing processes, including technological improvements and streamlined data management.
- Implement best practices in financial planning, reporting, and analysis to improve efficiency and effectiveness.
- Coordinate across geographically dispersed business units and support functions.
- Provide strategic advice to relevant business partners based on the analysis of underlying business drivers and their impact on financial results and forecasts.
- Manage and lead ad hoc finance projects as requested, proactively analyzing numbers and suggesting improvements.
- Stay informed of competitor and market information, reviewing company financial results in the context of these factors.
- Conduct detailed financial analyses to support strategic initiatives, providing actionable insights and recommendations based on financial performance and market trends.
- Manage direct reports, including training and developing team members, setting clear performance goals, providing regular feedback, and mentoring.
Basic Qualifications
- 10+ years of experience in a similar role at the Senior Manager level.
- Bachelor’s degree in Finance, Economics, Accounting, or a related field.
- Proficient in intelligence systems such as OneStream, Hyperion, Cognos, PowerBI, or Tableau.
- Advanced proficiency in Excel.
Desired Competencies
- MBA, CFA, CPA, CMA, or equivalent preferred.
- Analytical: Ability to critically evaluate financial data and business processes to support decision-making and strategic planning.
- Business Insight: Applies knowledge of business and the marketplace to advance the organization’s goals.
- Effective Communication: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
- Accountability: Holds self and others accountable to meet commitments.
- Managing Complexity: Makes sense of complex, high-volume, and sometimes contradictory information to effectively solve problems.
- Collaboration: Builds partnerships and works collaboratively with others to meet shared objectives.
- Customer Focus: Builds strong customer relationships and delivers customer-centric solutions.
- Continuous Improvement: Continuously brings recommendations on how to improve processes and systems.
