Director, Financial Planning Job Description

Director, Financial Planning Job Description

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Director, financial planning provides excel and financial systems support to the finance team through regular and ad-hoc reporting and support for the month-end financial close.

Director, Financial Planning Duties & Responsibilities

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

Sample responsibilities for this position include:

Supervise and train Financial Analyst and site accounting and finance personnel
Provide ongoing finance support (budget, forecasting, reporting) to London departments including DNI group
Develop and manage an SG&A finance function that continually drives efficiency and process improvement
Manage the finance support for CEEMEA from a day-to-day and business planning perspective
Assist the VP of Finance with Board Book preparation
Submit quarterly projections for Finance and Executive Management
Develop and prepare superior financial reporting
Own the long term cash forecasting model
Identify and analyze current and past trends and develop key performance indicators in areas including revenue, cogs, operating expenses and capital expenditures
Highlight trends and analyze causes of unexpected variances

Director, Financial Planning Qualifications

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

Licensing or Certifications for Director, Financial Planning

List any licenses or certifications required by the position: CFP, CPA, FEMA, MBA, PMP, CFA, CMA, TOGAF, FHFMA, CPAM

Education for Director, Financial Planning

Typically a job would require a certain level of education.

Employers hiring for the director, financial planning 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, Education, Economics, Business/Administration, Management, Graduate, Financial Planning

Skills for Director, Financial Planning

Desired skills for director, financial planning include:

Excel
GAAP
Accounting
Microsoft Excel
Finance
Banking and the analysis and reporting of financial data
Economic and accounting principles and practices
Financial markets
Financial reporting
Hyperion Planning

Desired experience for director, financial planning includes:

10+ years of experience in large global organization, prior investment banking/M&A and/or financial planning and analysis experience a plus
Excellent communication and interpersonal skills that will enable interaction with diverse set of constituents across various functions and levels of the organization
Minimum 8 years of relevant financial modeling, analysis and reporting experience with at least 2 years of supervisory, forecasting and budgeting experience
Quarterly and Monthly Financial analysis oversight
Implement Business Intelligence Tool and Dashboard
Prepare presentations to Board of Directors and Management Team

Director, Financial Planning Examples

1

Director, Financial Planning Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of director, financial planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for director, financial planning
  • Evaluate opportunities to improve business unit performance and analyze & report project profitability and return on investment, including the preparation of complex financial models (R&D project finance experience, feasibility studies )
  • Own SG&A budgets and track costs for adhoc projects
  • Lead and manage the company’s financial planning and reporting framework and processes to deliver thorough, risk-balanced, forecasts and plans
  • Develop long term forecast for company on an annual basis and assist with external quarterly projections/model
  • Assist the team in monthly and quarterly reporting
  • Maintain monthly financial forecasting model including risks/opportunities
  • Improve operating teams’ understanding of financial statements with thoughtful and transparent analysis
  • Collaborate with the operating team and provide fact-based recommendations which improve profitability, operating efficiency and effectiveness
  • Develop financial models and analytics to support strategy
  • Identify, manage, and implement process efficiencies
Qualifications for director, financial planning
  • Range of systems experience, including planning and forecasting tools, financial software ideally SAP & BPC, databases and spreadsheets
  • Hands-on knowledge of SAP and Cognos/Adaytum planning application
  • Must possess and demonstrate high degree of financial, analytical and process leadership, competence and business acumen
  • Must be able to operate as a strategic leader and an executor that can communicate problems and solutions
  • Excellent ability to work with senior executive team and manage and develop qualified staff while building trusting relationships and partnerships throughout the organization
  • Able to effectively manage projects
2

Director, Financial Planning Job Description

Job Description Example
Our company is hiring for a director, financial planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for director, financial planning
  • Oversee the budgeting and forecasting processes
  • Create dashboards and other metrics as needed to measure performance
  • Support manager in development of monthly/quarterly financial report packages for operational managers and senior management
  • Develop information tools/management reporting for activities
  • Develop overall project plans for key departmental objectives
  • Oversee the preparation of monthly analysis that highlights the key drivers for variances vs
  • Serve as financial specialist and liaison to the Marketing team
  • Supervises one contractor
  • Support preparation of SEC reporting
  • Work collaboratively with the Clinical, Medical and Regulatory teams to establish the processes required to ensure that the data necessary to accurately monitor and report on clinical trial and manufacturing spending, accruals, budgets and forecasts is collected, maintained and analyzed in a timely manner
Qualifications for director, financial planning
  • The ability to work independently or to work within a small team across various functions
  • Must be able to self motivate and work with little supervision
  • Must be able to balance competing priorities and meet tight deadlines
  • Superlative talent for analysis and communication of analysis
  • Sense of urgency and problem-solving initiative
  • Excellent interpersonal skills to interface with a diverse set of stakeholders in a global environment (including finance, business operations, and development leaders)
3

Director, Financial Planning Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of director, 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 director, financial planning
  • Manage the development and maintenance of Hyperion financial reporting and analysis tools to streamline forecast development and consolidation processes and improve analytical capabilities for key financial metrics and operational drivers
  • Perform financial modeling to support accounting and planning for both short-term and long-term executive compensation
  • Support corporate accounting department with periodic analysis, research, and cross-functional projects
  • Identify and lead projects that improve the financial results for the business productivity projects within the finance team
  • Report corporate, department, and project-level financial results using variance analysis and other analytical methods to explain underlying cost drivers
  • Be the subject matter expert on online and offline customer acquisition funnels and related performance analytics, customer engagement dynamics
  • Partner with the CFO to develop multi-year planning
  • Work with the CFO and other business leaders to redesign and implement the business reporting framework, processes and outputs
  • Design and lead best practice budgeting and forecasting processes and outputs
  • Develop practical, standardized processes and reports to inform returns on investment and performance outcomes over time
Qualifications for director, financial planning
  • Team player and influencer who is not focused on titles and willing to pitch in and help out where necessary
  • Integrity, excellent judgment and discretion, diplomacy skills
  • Understanding of financial statements and accounting concept
  • MBA / MSF
  • Must be able to work within very strict timelines and under pressure
  • Multinational sizeable company working experience is must, overseas study or working experience is preferred
4

Director, Financial Planning Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of director, financial planning. 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 director, financial planning
  • Prepare and manage the quarterly MSR valuation of the 3rd party serviced mortgage loans, including the quarterly attribution analysis and approved final valuations by legal entity and product type
  • Develop analytical methodologies for evaluating, quantifying and forecasting business unit assets, revenues, and expenses based on business drivers and ability to explain the impact of strategies or changes in the business environment
  • Monitor certain fund balances at various institutions and ensure controls are in place and compliance standards are met
  • Manage and develop staff by providing guidance, training, and motivation
  • Monthly Reporting, including
  • Leading the company-wide annual operating plan/budgeting process and developing appropriate internal reporting that focuses on key risks and opportunities
  • Preparing monthly and quarterly reporting packages that provide focused analysis of actual versus plan results including identification of key variances and causes
  • Reviewing forecasts and trends of expenses and identifies issues and opportunities
  • Working with business unit owners to define key performance indicators used to measure overall operational performance
  • Reviewing data on historical and future trends in performance
Qualifications for director, financial planning
  • A minimum of 10 years’ relevant professional experience within a publicly traded company
  • Minimum of 8 years in financial planning and analysis
  • Minimum of 2 years leading financial analysis
  • Minimum of 5 years in management and leadership roles
  • Strong leadership, communication, organizational and interpersonal skills
  • Proven ability to relate to all levels of management
5

Director, Financial Planning Job Description

Job Description Example
Our company is looking for a director, 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 director, financial planning
  • Lead and manage a team of financial professionals, including selection/hiring, objective-setting, performance management, and coaching/development
  • Develop and lead annual budgets, reporting and quarterly forecasting process
  • Coordinating, consolidating and communicating the monthly financial forecasts for the corporation
  • Supporting the development of business planning assumptions and leading communication with business units regarding the annual budget (“Frozen Annual Plan”) and Long-Range Plan requirements
  • Overseeing the development and maintenance of Hyperion consolidation and planning/forecasting systems and tools
  • Managing a team of three professionals in Richardson the HFM Administrator located in India
  • Support the preparation of the Management’s Discussion and Analysis (“MD&A”) for Form 10-Q and Form 10-K SEC filings
  • Support the Vice President - Investor Relations, CFO and CEO in preparation of quarterly earnings releases and analyst conference calls and events
  • Provide the basis for determining and updating external earnings guidance
  • Coordinate with business units on the development of common performance metrics to support management in monitoring financial performance and determining actions to meet and exceed financial targets
Qualifications for director, financial planning
  • Must have a high level of motivation, commitment and dedication combined with a proactive mind set
  • Satabase proficiency in Oracle and Hyperion is preferred
  • SAP familiarity is a plus
  • Minimum 15 years of experience in a financial planning & analysis role, with at least 10 years’ of supervisory experience
  • Solid understanding of international operations and multi-currencies Experience writing business plans
  • Comprehensive P&L management including the forecasting and analysis of revenues and operating expenses

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