Analyst, Financial Planning Job Description

Analyst, Financial Planning Job Description

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Analyst, financial planning provides reporting and analysis of performance against plan/forecast, including: Run rate trend analysis, Reconciliation of actuals and forecasts by business owner, Deep dive analysis on growth drivers and variance drivers.

Analyst, Financial Planning Duties & Responsibilities

To write an effective analyst, financial planning job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, financial planning job description templates that you can modify and use.

Sample responsibilities for this position include:

Develop and maintain all Sales and Financial reporting systems (i.e., Business Objects, SAP, Excel and Spreadsheet server)
Work with department leaders to manage operating expense budgets and stay within approved allotment
Build metric-driven financial models addressing a wide range of business issues and opportunities
Use analytical tools to help address key business issues facing the League
Perform company and industry analyses to understand core business dynamics and trends
Build effective partnerships with major internal contacts, executives and management across the organization
Plan and track the budget, analyze actual vs
Understand and analyze financial reports, which include full P&L and departmental budgets
Maintain key relationships between Finance, Market Research, & Tech Departments
Analyze risk & opportunities to bottom line

Analyst, Financial Planning Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Analyst, Financial Planning

List any licenses or certifications required by the position: CPA, MBA, CMA, CFA, CFP, CIMA, ACCA, ACE, CTP, CHFP

Education for Analyst, Financial Planning

Typically a job would require a certain level of education.

Employers hiring for the analyst, financial 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 Analyst, Financial Planning

Desired skills for analyst, financial planning include:

Excel
Deep-dive analysis
Financial statement analysis
Principles
Common business and cost drivers
Application of concepts
SQL
Technical capabilities to perform varied tasks
Data visualization tools
SAP

Desired experience for analyst, financial planning includes:

Compile data and analysis that will be used in presentations for Senior Management including monthly close reconciliations
Collaborate with peers and management to identify and understand business issues and initiatives
The candidate will have the ability to present and analyze complicated business issues in a simplified manner
Must possess 1-3 years of FP&A experience
Must be able to work in a fast paced environment with the ability to multi-task and prioritize
Bachelors in Finance, Accounting, or equivalent degree required (MBA, CPA, or Chartered Accountant preferred)

Analyst, Financial Planning Examples

1

Analyst, Financial Planning Job Description

Job Description Example
Our company is hiring for an analyst, financial planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, financial planning
  • Provide reliable financial, sales, and operational analysis to partners, driving growth and operational efficiencies including month end processing, management review of budget vs
  • Prepare monthly open commitments report and work with the business to ensure all spend is correctly accounted, goods receipted and accrued where necessary, work with the BU on PO Closures
  • Other ad-hoc activities including LT reviews, presentations, productivity programs, as required to support client and team requests
  • Support DTC departments’ development of an annual budget
  • Set up monthly forecasting and reporting tools for DTC departments
  • Perform analysis of new potential retail locations – 20-40 new locations assessed annually
  • Perform cause of change analysis relating to revenue, gross margin and operating expenses across the organization
  • Participate in ad hoc projects to support key strategic initiatives
  • Key metrics reporting to measure and track business performance
  • Scope of work primarily includes working with the P&L, with some exposure to balance sheet and cash flow related financials
Qualifications for analyst, financial planning
  • Bachelor degree in Finance/ Accounting/ Economics/ Business Administration or above with at least 2 or more year job experience
  • Ability to work effectively in a team environment (not only FP&A team but also across Finance including controllers team and Finance as a whole
  • Strong system skills with ability to learn new systems quickly, eg
  • Previous work experience in a corporate environment a plus
  • Financial modeling a plus
  • Must possess good organizational skills and flexibility
2

Analyst, Financial Planning Job Description

Job Description Example
Our growing company is looking for an analyst, financial planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, financial planning
  • Ensure JSOX compliance as per our internal processes
  • Provide financial oversight and recommendations to the CSG management team (i.e., Service, Parts and Accessories and Supply Chain)
  • Provide ad-hock financial reports for division projects
  • Perform periodic reviews (e.g., daily, weekly, monthly, quarterly and annual) to insure that all KPIs are performing as per management direction
  • Perform research and analysis as requested
  • Manage multiple initiatives simultaneously in a fast-paced environment
  • Prepare charts and diagrams showing prior, current and projected revenues and expenditures to provide a basis for comparison and evaluation
  • Analyze periodic reports that are distributed to executives and managers with a written explanation of the highlights of each report and trending patterns
  • Drafts comprehensive monthly financial package for distribution to executives and board of directors
  • Lead the consolidation & development of monthly financial forecasts for GSP NA
Qualifications for analyst, financial planning
  • A BS/BA degree in accounting, finance, economics, or business administration
  • 1-4 years experience in financial planning or financial systems or manufacturing finance/accounting environment
  • Financial reporting, systems work/knowledge and modelling are preferred
  • BA / BS in Business, Accounting and / or Finance is required
  • 3-5 plus years of Financial analysis experience
  • 3-5 years of experience with database management tools including report development
3

Analyst, Financial Planning Job Description

Job Description Example
Our growing company is looking to fill the role of analyst, financial planning. 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 analyst, financial planning
  • Perform ad hoc requests relating to business analytics, long range planning, expense analysis and strategic initiatives as needed
  • You will recommend innovative process/reporting and policy solutions that will enhance the current approach
  • Look behind the numbers and influence decisions that go along with them through value added analysis
  • You will also develop financial models
  • Additionally, you will participate in the preparation and compilation of the annual financial plan and reforecasts, which may include division-specific modeling, time series analysis and graphic presentation of both operating and financial data
  • Provide ad-hoc analysis and input as required to support division financial decisions, company presentations
  • Consolidates operating, financial, and inventory projects for development of short and long-term plans
  • Prepares detailed reports and/or presentations for various level of management
  • Prepares financial re-forecast at various times throughout the fiscal year
  • Analyzes, consolidates, and interprets financial data by assigned area
Qualifications for analyst, financial planning
  • Must have extensive knowledge of P&L, forecasting and understand the impact of cyclical trends
  • Experience with motorsports products and / or Retail industry experience
  • Advanced knowledge of US GAAP, Carrier reporting requirements, financial analysis techniques, and budgeting/forecasting processes
  • Minimum 4 to 5 years working experience (working experience in game/IT industry is a plus)
  • Experience with PeopleSoft, Microstategy, Hyperion system is a plus
  • Profound ability in financial data analysis and reporting
4

Analyst, Financial Planning Job Description

Job Description Example
Our company is looking for an analyst, financial planning. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, financial planning
  • Able to identify and embed new efficient processes
  • Ability to work under pressure, achieve challenging deadlines and maintain quality standards
  • Career focused and good team player
  • Demonstrated ability to quickly appraise commercial data , identify key issues, make timely recommendations
  • Naturally inquisitive with a desire to understand, learn, develop and share knowledge
  • Able to demonstrate that they have experience of role(s) with significant commercial analysis’
  • Developing and consolidating globally standardized reports and dashboards
  • Business analysis with our financial systems application team
  • Product profitability analysis and global reporting
  • Long-term strategic and annual planning consolidation and reporting
Qualifications for analyst, financial planning
  • Strong written communication skills and advanced MS PowerPoint skills
  • Ability to work well under pressure and towards tight deadlines
  • Excellent organization skills with attention to detail and methodical approach
  • Intellectually curious with commercial and strategic awareness
  • BS/BA in business degree required
  • Qualified in a relevant field
5

Analyst, Financial Planning Job Description

Job Description Example
Our company is looking to fill the role of analyst, financial planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, financial planning
  • Reporting – Responsible to assist in development, preparation and presentation of internal management reports.Specifically, responsible to help prepare weekly production reports and monthly forecast package and presentation.Responsible for other reporting as requested
  • Liaison – Responsible to interface between the business unit and various accounting functions at a high level.Coordinate and resolve issues with accounting and operations.Position does not make accounting entries and is not responsible for making accounting interpretations.Position provides the necessary perspective in bridging the gap between the operating business unit and financial support groups
  • Be point of contact for ad hoc FP&A requests from AMEA Region
  • Conducts assessments of clients and prospects’ evolving financial planning needs through proactively reaching out to uncover new financial planning opportunities
  • Help drive accountability and visibility throughout the organization
  • For assigned area, facilitates the budget/forecasting process including distribution of assumptions, gathering of inputs, data validation in close collaboration with functional teams
  • Coordinates the variance analysis process for assigned area
  • Support development and preparation of actual/forecasting and budgeting reporting
  • Assists with ad hoc analyses and projects as requested
  • Prepare or support monthly financial forecasts packages, narratives and executive reporting packages
Qualifications for analyst, financial planning
  • Experience in Oracle Hyperion Planning a plus
  • Oracle and Hyperion/Essbase experience is preferred
  • Experience using multi-dimensional databases required – experience with Hyperion a plus
  • Flexible “can do” mentality
  • Higher (Professional) Education level
  • At least 3-5 years relevant accounting experience in a manufacturing environment

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