Corporate Financial Planning & Analysis Job Description
Corporate financial planning & analysis
provides sound financial advice to SBU business leaders, anticipating financial impact of changes in business environment and making recommendations to improve outcomes.
Corporate Financial Planning & Analysis Duties & Responsibilities
To write an effective corporate financial planning & analysis job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate financial planning & analysis job description templates that you can modify and use.
Sample responsibilities for this position include:
Develop comprehensive financial analyses of business performance and corporate activities, working closely with senior management
Execute corporate projects of a strategic and financial nature, working closely with business unit management and other members of the corporate team (Comptrollers, Treasury, Strategy, Tax, Accounting Policy, Risk Management, Investor Relations and Legal)
Conduct analyses and craft presentations for senior management, Board of Directors and shareholders
Mentor and train other members of the Corporate Financial Planning & Analysis team
Develop comprehensive financial analyses of business performance and corporate activities
Execute corporate projects of a strategic and financial nature while working closely with business unit management and other members of the corporate team (Comptrollers, Treasury, Strategy, Tax, Accounting Policy, Risk Management, Investor Relations and Legal)
Creation and maintenance of budgeting/forecasting models
Budget, forecast, analyze and report on key corporate expenses including payroll and marketing
Prepare annual and three-year view of corporate expenses
Assist in preparation of quarterly Board presentations
Corporate Financial Planning & Analysis Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate Financial Planning & Analysis
List any licenses or certifications required by the position: MBA
Education for Corporate Financial Planning & Analysis
Typically a job would require a certain level of education.
Employers hiring for the corporate financial planning & analysis 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, MBA, Business, Economics, Business/Administration, Education, Statistics, Math, Management
Skills for Corporate Financial Planning & Analysis
Desired skills for corporate financial planning & analysis include:
Financial and management accounting principles
Multidisciplinary business principles and practices to achieve successful outcomes in cross-functional projects and activities
Excel
Equivalent financial application program
Excel and PowerPoint
Financial systems
Exposure to Fluor projects and Project Business Services practices
General accounting concepts
Hyperion
PowerPoint
Desired experience for corporate financial planning & analysis includes:
Maintain financial performance by developing operating and financial metrics and driving financial accountability throughout operating units
Enhance department and organization reputation by owning and accomplishing new and different requests while exploring opportunities to add value
Improve financial performance by identifying opportunities in operational excellence, conducting efficiency studies, initiating change and leading cross-functional teams
Ad hoc analysis and special projects involving systemic improvements, expense deep dives and implementation of corporate policies and other projects to support key strategic initiatives
Analyzing performance and forecasts for the Corporate LOB
Assisting in the consolidation of Corporate LOB results for use in management reports and presentations for the Corporate Sector CFO and Senior Management
Corporate Financial Planning & Analysis Examples
1
Corporate Financial Planning & Analysis Job Description
Job Description Example
Our innovative and growing company is looking for a corporate financial planning & analysis. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for corporate financial planning & analysis
- Prepares accurate and timely financial reports for assigned business unit(s) or department(s) to support company reporting cycles
- Prepares or assists in the preparation of business unit or departmental budgets
- Provides support to cross-functional teams
- Financial Plan a
- Capital Allocation & Budgeting a
- Investor Relations & Corporate Communications a
- Competitive Intelligence a
- Mergers & Acquisitions and Valuation a
- Decision & Analytical Support a
- Prepares accurate and timely financial reports for the global enterprise to support the quarterly earnings releases and communications to the Board of Directors
Qualifications for corporate financial planning & analysis
- Bachelors and advanced degree in Finance, Accounting or Economics required
- 5-10 years of experience, preferably in apparel, footwear, or retail industry, in positions of increased responsibility
- Must be able to function in a fast paced environment at the C suite level with evolving business needs and the ability to manage time effectively
- Strong executive presence and an effective communicator
- Must demonstrate excellent written, verbal, and presentation skills
- Must demonstrate proven ability to develop strong partnerships and influence at all levels of the organization
2
Corporate Financial Planning & Analysis Job Description
Job Description Example
Our company is hiring for a corporate financial planning & analysis. 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 corporate financial planning & analysis
- Consolidates, reconciles, validates and obtains clarification of financial information from multiple sources to develop forecasts and budgets
- Works closely with various Business Units and departments to prepare company forecasts and timely updates for the CFO
- Recommends financial process improvements, and supports implementation of them
- Conduct in-depth data driven analysis using various analytical tools
- Plan and identify key issues to highlight for the CEO
- Coordinate annual market sensitivity analysis and stress scenarios
- Monitor and report industry sales metrics
- Oversee the development of the bi-annual Strategic Metrics
- Manage the competitor analysis process
- Direct the development of the quarterly and annual competitor reports for the Compensation Committee
Qualifications for corporate financial planning & analysis
- Must also have the ability to analyze & interpret financial reports, identify critical business issues and coordinate global teams
- A comprehensive understanding of the luxury bussiness is key
- Mentor others in the development of financial evaluations and assessments of
- Certified Public Accountant (CPA), Big 4 public accounting experience and
- Must possess proven ability to integrate information and data into analysis, and synthesize information to create conclusions, alternatives & recommendations
- Proficient knowledge and experience with Bloomberg, S&P Capital iQ, or equivalent financial data services software is a plus
3
Corporate Financial Planning & Analysis Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of corporate financial planning & analysis. 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 corporate financial planning & analysis
- Lead the capital request approval process for all non-retail projects
- Leads the capital committee process from managing the agenda to reviewing and creating the final capital package and finally running the monthly capital committee meeting
- Develops innovative approaches to complex problems and situations brought to you by various business units and finance teams
- Performs a wide array of ad-hoc analysis ranging in scope and complexity to support the enterprise level business and financial decisions
- Owns the Corporation’s Financial Planning process, both operationally and strategically
- Monitors the external landscape, including macro-economy and competitive performance, while integrating into our planning and decision making rhythm
- Responsible for the high level reporting and analytics of total company G&A involving forecasting, annual planning and strategic plan
- Support timely and accurate forecasting and budgeting for cost center managers and senior management
- Compile monthly reporting and ad-hoc reporting requests
- Assist with monthly close process – reconciling headcount, preparing accruals, monitoring actuals
Qualifications for corporate financial planning & analysis
- Oversees the monthly results process, working closely with the cost center owners and accounting to ensure results are in line with expectations and GAAP
- Analyze LOB business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results within the Firmwide P&A team
- Experience in business case modeling
- Executive level communication and presentation ability is required
- Very organized, good time management
- Financial analysis job functions, including budgeting, forecasting, planning and financial reporting (5+ years)
4
Corporate Financial Planning & Analysis Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of corporate financial planning & analysis. 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 corporate financial planning & analysis
- Coordinate variance analysis, financial assessment and trend analysis of the business in support of longer range planning
- Drive key financial processes including annual budgeting, monthly forecasting, routine management and Board of Governors reporting
- Support the process and creation of financial plans for all major planning cycles (Strategy Plan, Annual Operating Plan, Quarterly Forecasts, ) ensuring plan integrity and alignment with stakeholder expectations
- Develop financial models and tools for centralized/standardized reporting and analyses that aid Sr
- Summarize, interpret, and present reporting and analysis of trends in P&L results and other business metrics compared to expectations to provide insight into business results
- Partner with cross functional, global personnel to complete key reporting and analysis duties related to income statements, corporate allocations, and other financial metrics
- Evaluate potential M&A targets for Sr
- Educate business partners on financial concepts and accounting principles as needed
- Review of monthly variance analyses & forecasts
- Developing and proposing required forecast adjustments
Qualifications for corporate financial planning & analysis
- Ability to communicate clearly and concisely, both orally and in writing - Ability to work both independently and as part of a team
- Partner with the offshore finance team in Mumbai to increase operating leverage (i.e., provide direction on the production of monthly financials)
- Bachelor's Degree in Finance, Accounting or comparable discipline preferred
- Communications skills - Strong oral and written skills
- Ability to lead others without functional authority
- Ability to set priorities, meet deadlines and manage projects and forecasts
5
Corporate Financial Planning & Analysis Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of corporate financial planning & analysis. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for corporate financial planning & analysis
- Responsible for monthly reporting to business unit finance leaders
- Significant direct and indirect interaction with business unit finance leaders to understand business developments and changes that may affect related budgets and forecasts
- Review final monthly forecast data input into HFM (budgeting and forecasting tool)
- Review actuals vs forecast in monthly close to identify unusual or erroneous items and variances
- Manage queries from business unit finance leaders
- Manage other special projects & ad-hoc requests as needed
- Ensure monthly team reporting activities are completed on time
- Assist with the preparation of presentation materials for the CEO, CFO, Board of Directors and Executive Committee
- Perform financial analysis to support management, the audit committee and external auditors
- Interact with a broad spectrum of cross-functional and geographically diverse colleagues
Qualifications for corporate financial planning & analysis
- Ability to multi-task in a fast paced environment too meet deadlines
- 3-5 years (Associate) or 5-7 years (Vice President) of related work experience, financial service industry preferred
- 3-5 years’ experience in finance, planning and analysis position
- Experience in Pharmaceutical/Biotechnology industry a plus
- Strong finance competences
- Define and manage the priorities