Finance & Planning Job Description

Finance & Planning Job Description

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Finance & planning provides operational support in the areas of Hyperion Planning/Essbase, associated with budgeting and forecasting, profitability analytics and management reporting systems.

Finance & Planning Duties & Responsibilities

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

Sample responsibilities for this position include:

Strong skills in data manipulation, development of forecasting models, financial analysis, communication (both written and oral), and time management
Proficiency in all Microsoft Office applications, including Excel, and PowerPoint required
Lead efforts to provide financial data and explanations in areas such as monthly reporting, management, trend analysis and special projects
Perform financial evaluation of proposed acquisitions and pricing of new programs
Oversee the collection, consolidation and analysis of financial related data (actual, plan and forecast), proactively identifying, monitoring, reporting and advising the CM Technology client community and senior management on metrics, trends, cost drivers, and cost management opportunities, enabling target achievement and facilitating decision-making
Ensure regular compliance monitoring, analysis, and investigation of exception reports
Key interface with Program Management Office (PMO) and owner of companywide project optimization and ROI analysis
Provide monthly variance analysis and Financial Management review package
Consolidate spending at divisional level and perform detailed analysis media cost by product
Heavily involve in budgetary control, financial analysis, and management reports

Finance & Planning Qualifications

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

Licensing or Certifications for Finance & Planning

List any licenses or certifications required by the position: PMP, CPA, MBA, SAP, FCIAA, RNUA, CBAP, CIA, CMA, PM

Education for Finance & Planning

Typically a job would require a certain level of education.

Employers hiring for the finance & 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, Business, Economics, MBA, Business/Administration, Education, Engineering, Finance/Accounting, Graduate

Skills for Finance & Planning

Desired skills for finance & planning include:

SAP
Hyperion
Excel
Softomotive's WinAutomation and Automation Anywhere
Anaplan
Essbase
Forecasting
Tableau
Analysis
Evaluation

Desired experience for finance & planning includes:

Store Labor
2-4 years experience in retail or an analytical field such as consulting or financial services
Part qualified or newly qualified accountant
Pro-active individual who indicates via their actions a desire to get the job done
Experience of coordinating information involving multiple business areas
Commercially aware with strong accounting skills

Finance & Planning Examples

1

Finance & Planning Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of finance & 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 & planning
  • Analysis of specific P&L items and metrics
  • Manage and track financial performance against annual budget and seasonal financial plans through monthly forecasting at the division/department and season type level with inputs from business partners
  • Conduct ad-hoc analysis and scenario modeling at the request of management business partners to aid in decision-making
  • Support Merchandise Planning team in tool maintenance for monthly forecasting
  • Ensure the monthly close delivers accurate financial results including comprehensive analysis of key expense and balance sheet items
  • Review variance analysis and explanations
  • Analysis across the business unit to drive cost efficiencies and revenue generation
  • Lead forecasting process of overheads
  • Perform and assemble analysis of new and/or supplemental aircraft types
  • Manage the monthly inter-business JV process by ensuring that the Financing JVs are agreed between FID/ EQ and IBCM and are accurately transferred in the ledger, and guiding the JV derivatives team based in Pune
Qualifications for finance & planning
  • Analytical skills are the ability to visualize, articulate, and solve both complex and uncomplicated problems and concepts, and make decisions that are sensible based on available information
  • Tenacity and willingness to challenge at all levels
  • Drive and enthusiasm to develop the role and realise process efficiency
  • Builds strong relationships across different functions
  • Flexible and able to work in a fast paced growing environment
  • Support the business to manage expenses through (a) ensuring appropriate metrics and monitoring mechanisms in place, proactively highlight exceptions, and suggest course of actions
2

Finance & Planning Job Description

Job Description Example
Our company is growing rapidly and is looking for a finance & planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance & planning
  • Work closely with the VP of Finance to analysis details of the accounts, key movements, balances and transactions
  • Conduct further analysis reports as required
  • Complete monthly inflation analysis
  • Develop analysis models and methods to make key business decisions
  • Manage and coordinate the ongoing administration of the Commercial Metrics Center (CMC) SharePoint site, user security administration, communication, workflow process for metrics submission and publishing reports
  • Maintain and update metrics standards, definitions, documentation, training guides, and tools and provide on-boarding to new users as needed
  • Budget support including creation of POs, managing suppliers and SOWs, interfacing with legal, budget reporting and reconciliation
  • Drives translation of strategic plan into an annual budget
  • Leads Retail Services team through quarterly forecast process
  • Improves financial / business acumen of Retail Service teams through dissecting business into easy-to-understand key drivers and actively coaching non-financial leaders
Qualifications for finance & planning
  • Strategic thinker with the ability to manage details
  • Eleven or more years of progressive project administration experience with at least five of the years managing those operations in an engineering or scientific environment
  • Must demonstrate detailed and extensive expertise of project planning and scheduling, monitoring and reporting on these activities
  • Strong leadership, communications, presentation, and interpersonal skills are also required the ability to interpret and explain unusually complex operational issues
  • Establish credibility throughout the organization as an effective problem solver
  • Provides financial opinions on agreements
3

Finance & Planning Job Description

Job Description Example
Our growing company is looking for a finance & 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 finance & planning
  • Monthly working capital reporting
  • Various kinds of routine reporting
  • Lead the annual budget cycle starting with long range plans for growth and target setting for each marketing program
  • Lead efforts to continuously improve the efficiency and effectiveness of process
  • Participate in monthly financial closes
  • Co-ordinate the monthly Demand Planning Process by liaising with EMER Distributors and Sales Territory Managers to receive their country level demand plans
  • Support in the Consensus Reviews process by critiquing and reviewing monthly changes to the demand while capturing assumptions for those changes at units and revenue level
  • To provide the Vulnerabilities and Opportunities within and on top of the latest forecast projections so the business can manage in a proactive rather than reactive manner
  • Support the Regional ‘Demand Review’ step of the monthly Synchronised Business Planning (SBP) process for Greater Europe and Middle East Regions (Monthly Presentation of Demand updates to senior leadership)
  • Forecast Submission - Oracle Demantra input and mapping maintenance of the tool
Qualifications for finance & planning
  • Strong organizational, planning, quantitative and problem solving skills
  • Requires expert knowledge of own area of functional responsibility and advanced knowledge of multiple related functions
  • 10+ years of experience in Finance (FP&A, Accounting, M&A)
  • Outstanding business acumen and critical thinking skills
  • Bachelor Degree in accounting with a min of 1 years financial experience in the field
  • Good communication skills with ability to communicate complex issues in a structured and clear way
4

Finance & Planning Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of finance & 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 & planning
  • Prepare customer Order Board / Shipments update for the weekly Demand Control at Kent
  • Team member of cross-functional department projects
  • Review and train team on creation of monthly financial forecasts
  • Review and analyze daily, monthly and quarterly reports to execute, recommend to, and work with cross functional teams to implement operational inefficiencies
  • Monitor business performance and lead cross functional teams determination of updated goals
  • Routine communication with Finance team relating to financial close, issues and deliverables
  • Organize presentations and effectively communicate to executive level succinctly
  • Partner with store and corporate teams to improve specialty profitability
  • Lead in the delivery of actual, budgets and forecasts processes for a specific business model
  • Have full P&L responsibility by Business Model, reviewed monthly /quarterly and YTD
Qualifications for finance & planning
  • Solid analytical skills and business acumen are required
  • Good influencing skills are essential to coordinate the financial activities in a diverse and complex organization
  • Degree/Professional Qualification in Accounting/Finance
  • Minimum 7 years of related working experience in management reporting, cost accounting, budgetary control in fast- paced manufacturing environment
  • Technically hands-on and ability to work in a fast-paced environment
  • Must equip with analytical skills, attention to detail and result-oriented
5

Finance & Planning Job Description

Job Description Example
Our innovative and growing company is looking for a finance & 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 & planning
  • Supervise special analysis to ensure information is correctly classified and appropriately stated
  • Drive global margin analysis identifying key opportunity areas to continuously improve profits
  • Reconcile month end results, provide commentary and recommendations
  • Originate, negotiate and document the acquisition of targeted aircraft
  • Raise aircraft financing
  • Assist in the disposal of aircraft and aircraft-related assets
  • Manage delivery of aircraft in various regions world-wide
  • Coordinate the induction of acquired aircraft
  • Perform lease vs
  • Perform post-purchase and post-lease contract management activities (reimbursements, owner/seller notifications, coordination of financial details with accounting department)
Qualifications for finance & planning
  • Able to manage routine workload and ad-hoc projects with minimum supervision
  • Teamwork, Passion, Integrity, Innovation, Self-discipline
  • Undergraduate and/or graduate degree preferably in Finance, Accounting or Business Administration with concentration in Finance
  • Previous Retail finance experience required
  • Organize and manage all aircraft related documentation (sales/purchase agreements, leases)
  • Manage lease activities of Allegiant’s asset management subsidiary

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