Finance Manager, Planning Job Description

Finance Manager, Planning Job Description

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Finance manager, planning provides accounting expertise and enforce accounting policies for expense management, financial analysis, internal financial reporting, financial planning & performance measurement.

Finance Manager, Planning Duties & Responsibilities

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

Sample responsibilities for this position include:

Report results back to stakeholders and Sr
Analyze select divisional financial submissions to drive an understanding of divisional financial performance
Lead and/or assist in financial analysis for special projects
Execute the month end accounting close
Meet with members of the Publishing and Edit teams at the brand level to review year-to-date spend and tracking vs budget
Partner with cross-functional team to develop sales and inventory targets that support the Company’s Annual Operating Plan
Create season code and reg vs
Lead all areas of tops down annual, quarterly and long range sales, margin and inventory planning that supports financial goals
Provide marketing effectiveness support to drive critical business decisions
Prepare strategic and competitive analyses on premium subscription and other relevant media/tech companies (financial projections, key qualitative drivers, and analysis of programming/marketing/digital strategy)

Finance Manager, Planning Qualifications

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

Licensing or Certifications for Finance Manager, Planning

List any licenses or certifications required by the position: CPA, CIA, CMA, PM, MBA, PMP, PMO, CTP

Education for Finance Manager, Planning

Typically a job would require a certain level of education.

Employers hiring for the finance manager, 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, Economics, Business, Business/Administration, MBA, Engineering, Graduate, General Business, Education

Skills for Finance Manager, Planning

Desired skills for finance manager, planning include:

Generally Accepted Accounting Principles
FASB and SEC requirements
Tax reporting and accounting practices and International Financial Reporting
Tax reporting and accounting practices and International Financial Reporting Standards
Corporate financial planning
Reporting & analysis
Costing/profitability methodologies and processes
Financial planning
Common business and cost drivers
Deep-dive analysis

Desired experience for finance manager, planning includes:

Team player that can also lead
At least 5 years experience in finance and planning
Proven creative problem-solving and quantitative skills
BS or BA in Accounting, Finance, MIS or related field
Experience with Cognos TM1
In charge of the monthly rolling estimate process around the supply chain operations

Finance Manager, Planning Examples

1

Finance Manager, Planning Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of finance manager, planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance manager, planning
  • Prepare meaningful consolidated analysis in a complex reporting environment
  • Prime monthly review of financial results with VP (VP-Corp Stores, VP-Marcom)
  • Manage detailed variance analysis of revenue on monthly and quarterly basis and work with various business units
  • Break down key risks and root causes, and communicate findings to leadership including the executive team
  • Developing and leading a team
  • Manage the monthly review of actuals process and the monthly forecast process so that deadlines are met
  • Provide P&Ls and highlight trends and concerns
  • Respond to queries from business people on finance / accounting issues
  • Promote continuous improvement, efficiency and automation within the finance department
  • Lead forecast process
Qualifications for finance manager, planning
  • Over 5+ years experience in Finance division (FP&A)
  • Experience being a leader
  • Prior hands-on experience in high growth, SaaS/recurring revenue, private companies preferred
  • Knowledge of funnel management and associated marketing programs
  • Experience working in high-growth company or division, working closely with cross-functional teams and operating managers
  • Excited to bring strong financial and analytical skills to a collaborative team-based working environment
2

Finance Manager, Planning Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of finance manager, 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 finance manager, planning
  • Facilitate monthly financial reporting review sessions with the appropriate stakeholders providing expertise and advice on results
  • Identify opportunities for process and operational improvements, develop and implement new processes/workflows/reporting while maintaining data integrity
  • Analyze and compare profit and loss attribution and back-testing results, developing sensitivity models to monitor and quantify and assess validity of value at risk measures
  • Research industry trends, competitive landscape and determine financial impacts to the business
  • Participate in the development and delivery of presentations and support materials for senior management teams
  • Support budget target setting process and development of the long term strategic plan
  • Support in analyzing financial and metrics in actuals, budget, outlook and business plan submissions, assessing trends and key business drivers risks and opportunities
  • Partner with business units and other functional teams, as a functional expert, to research and identify budget and business plan gap closures
  • Use of software tools and techniques to assist in developing forecast assumptions and models
  • Compile and review financial results and operational plans and communicate results to company leaders
Qualifications for finance manager, planning
  • Proficiency in Hyperion Essbase experience a plus
  • Minimum five years of experience in a financial or management reporting position preferably in the pharmaceutical industry
  • Experience of working in a matrix structure is desirable
  • Lead a process that delivers accurate and timely forecasting and plan for the six sub-businesses that make up Wealth Advice
  • 3-5 years of prior experience at a media company and/or in sell/buy side research, or other similar role
  • Bachelor’s degree in Economics, Finance, Accounting, other quantitative discipline preferred
3

Finance Manager, Planning Job Description

Job Description Example
Our growing company is hiring for a finance manager, 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 finance manager, planning
  • Partner with Merchandising, Planning, Finance and Marketing to develop annual and quarterly budget plans for revenue, margin, and inventory
  • Partner with the Product teams in developing margin targets in line with sourcing strategies
  • Ability to identify and quantify risk or upside due to business and retail environment and provide solutions to minimize risk and or maximize opportunities
  • Prepare monthly business review presentations, recapping results vs
  • Lead special projects as needed to provide analytical and decision support on new initiatives
  • Work with IT, Business Intelligence, and Algorithm teams to validate data feeds, develop tools, enhance existing reporting, and improve business processes
  • Assist in month-end close reconciliation of variances between trend and financial sales and inventory data, including mining data to identify discrepancies and partnering with IT to resolve issues
  • Provide management information and metrics to monitor status
  • Manage the end-to-end resourcing processes
  • Year/month end close responsibilities including preparation and tracking of accruals
Qualifications for finance manager, planning
  • Strong task management skills required, with the ability to effectively manage several deliverables at once and be able to identify and implement process improvements
  • Well-versed in budgeting and forecasting
  • Excellent communication skills and presence
  • Advanced Microsoft Office (Word, Excel and PowerPoint) is required
  • Bachelor's Degree in Finance, Accounting, Economics or Business, MBA preferred, professional certification preferred (CFA, CMA or CPA)
  • 6+ years of financial analysis experience with strong project management background
4

Finance Manager, Planning Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of finance manager, 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 finance manager, planning
  • Develop QPR forecasts and budget consolidation to meet group deadlines
  • Manage and activate the SRC financial performance cycle and monitor risks and opportunities
  • Build, coordinate and monitor both financial and non-financial performance metrics
  • Ensure completeness, accuracy and timely delivery of SRC business reporting
  • Consolidate and ensure accuracy of SRC financial forecast
  • Lead Free Cash Flow process
  • Propose and activate optimization of the SRC finance function, including tool definition and implementation
  • Support the annual strategic plan exercise for SRC
  • Build and develop a high performing Finance team
  • Build, develop, maintain and own complex models in order to generate long term and short term business forecasts
Qualifications for finance manager, planning
  • Masters Degree (or equivalent based on gained experience) in Economical or Financial Sciences
  • Fluent in English, both in oral and written communication
  • Fluent in Dutch and French, mainly in oral communication
  • Master's degree in Business Administration, Finance, Accounting, or related field
  • Ability to use SQL is preferred
  • 2-3 years of Marketing experience, with working knowledge of marketing strategies and a demonstrated ability to apply them
5

Finance Manager, Planning Job Description

Job Description Example
Our growing company is hiring for a finance manager, 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 finance manager, planning
  • Partner with cross-functional teams to develop sales and inventory targets for Europe stores that support the company’s Annual Operating Plan
  • Responsible for completion, submission, and accuracy of monthly corporate forecast
  • Deliver and present financial analysis that creates insight into the business, drives business decisions, and influences top-line sales/margin and inventory forecasts
  • Create reg vs
  • Provide financial leadership to establish and accomplish the Global Functions financial goals & objectives
  • Be responsible for Global Functions overall financial forecasting and execution (Long-range planning, Forecast, month & quarter close)
  • Partner closely with in-year and out-year Global Business Planning teams to deliver insights on Global operating expenditures (inclusive of Geographies)
  • Interpret internal and external business challenges, recommend best practices and influence others to adopt a different point of view
  • Liaise with cross-functional partners to drive productivity offense
  • Initiate process improvements, support system and control implementations that drive simplification
Qualifications for finance manager, planning
  • Direct the monthly preparation and review of the forecast
  • First in class Excel modelling skills, experience in building detailed models and generating flexible outputs
  • Investor relations communications including board presentations and story boarding
  • Drive the financial strategic planning process for Golf US Region
  • Experienced change agent in a matrix environment preferred
  • Experience in Supply Chain Finance preferred

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