Finance Planning Analysis Job Description
Finance planning analysis
provides deep dive’ analyses of NetBrain’s growth and profitability drivers, including financial analysis, operational benchmarking and ROI analysis on key initiatives.
Finance Planning Analysis Duties & Responsibilities
To write an effective finance planning analysis job description, begin by listing detailed duties, responsibilities and expectations. We have included finance planning analysis job description templates that you can modify and use.
Sample responsibilities for this position include:
Work closely with IBCM business COOs in the forecasting and budgeting processes ad-hoc projects
Lead processes across all divisions such as the seasonal and annual planning process on target setting for Merchandise divisions (Sales, Inventory, Gross Margin and Turnover), and reviewing merchant plans for financial viability, calling out risks and opportunities
Independently analyze business performance using financial and statistical techniques to evaluate business trends and the effectiveness of strategic initiatives
Ensure accurate incentive compensation ("IC") accounting results and clear linkage between accounting value and economic value
Support the IC forecast and budget reporting process
Analyze and summarize financial/compensation results using proprietary AM Finance tools and review output with senior management
Become AM expert on various compensation concepts including deferred compensation accounting and compensation expense amortization
Financial drivers
Headcount tagging
Hiring plans and attrition rates
Finance Planning Analysis Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Finance Planning Analysis
List any licenses or certifications required by the position: CPA, MBA, PMP, CMA
Education for Finance Planning Analysis
Typically a job would require a certain level of education.
Employers hiring for the finance 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, Economics, Business, MBA, Business/Administration, Education, Graduate, Finance/Accounting, Engineering
Skills for Finance Planning Analysis
Desired skills for finance planning analysis include:
Softomotive's WinAutomation and Automation Anywhere
SAP
Common business and cost drivers
Deep-dive analysis
Financial statement analysis
Forecasting
Tableau
Team’s capabilities to gain support for ongoing and future initiatives
Alteryx
Anaplan
Desired experience for finance planning analysis includes:
Compensation structures
Conduct extensive ad hoc analysis in support of senior management
Consolidating Other Corporate’s CCAR & DFAST results
Working on senior management reports and presentations
Develop relationships with outside groups (Corporate P&A, Corporate Capital Stress Testing, ) to collect and provide information for use in presentations and reports
Passion for working with business partners to deliver results
Finance Planning Analysis Examples
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Finance Planning Analysis Job Description
Job Description Example
Our growing company is hiring for a finance 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 finance planning analysis
- Leading the budgeting and forecasting process across the business
- Manage revenue budgeting and forecast processes including coordination with product groups and the various subsidiaries
- Manage the overall forecast process and all key executive presentations
- Review and manage the monthly Financial Close including P&L, Balance Sheet & Reconciliations
- Drive for gross margin calculations and reporting
- Drive review of Other Cost of Goods Sold (OCOGS) to ensure accountability and identify opportunities to streamline costs
- Develop strategy for international expansion
- Work with corporate accounting to implement appropriate internal controls at the Physical store, Online store and Corp HQ levels, including SOX and other compliance measures
- Be a strong team leader and people manager, actively support coaching and career development on the team
- Preparation of IBCM monthly performance reports & highlights including a holistic suite of KPIs such as Client profitability, RoC, RWA and BCBS
Qualifications for finance planning analysis
- Prior experience with P&L’s and financial modeling is strongly preferred
- Intermediate to advanced business English proficiency
- Monthly BD3 Outlook
- Budget & Mid-Year-Forecast
- Quarterly Earnings
- Consolidation, review, analysis and presentation of the firmwide
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Finance Planning Analysis Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of finance 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 finance planning analysis
- Lead financial planning, analysis, forecasting and capital request processes for his/her businesses
- Assist with the updates in allocation statistics of various IBCM businesses to product/ country
- Design business review presentations
- Follow up on complex accounting issues
- Prepare integrated KPI scorecards for review
- Deliver accurate headcount and expense for Firm-led monthly forecasts, budgets, capital and risk tolerance exercises, including insightful variance analysis
- Provide reporting and analysis to support the business on key expense metrics, including Field headcount, compensation, hiring, attrition, and productivity
- Conduct analysis and deliver insight to improve Consumer Bank field productivity and efficiency, and ensure agreed-upon productivity / efficiency is forecasted and captured
- Drive key risk and regulatory initiatives, including Resolution & Recovery and model validation
- Design and develop complex financial models, key analytics, ad-hoc analyses, and deliver business insights and present recommendations to management to drive business decisions
Qualifications for finance planning analysis
- Maturity and strong interpersonal skills
- Advanced Excel, Quickbooks and Keynote skills
- Can translate financial analysis into indicators for operational change and improvement
- Retail or Consumer Product Experience preferred
- Previous Controller or Finance Manager for minimum of 8-10 years
- Bachelor's degree from an accredited program in Accounting, Finance or a related field required, MBA or CPA preferred
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Finance Planning Analysis Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of finance 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 finance planning analysis
- Liaise and coordinate with different departments / Corporate to obtain the necessary information to prepare various management reports and manufacturing forecasts based on the Company’s and WD financial objectives
- Liaise and coordinate with different departments to obtain the necessary information for the compilation of the Key Performance Indicators (KPIs)
- Ensure accurate and timely reporting of cost centre reporting and management report
- Department budget cost control and monitoring
- Assist in monthly closing activities
- Prepare management reports after month-end closed
- Prepare various reports and power point package for Operation Review when necessary
- Assist in the Physical Inventory Verification exercise
- Perform ad-hoc duties and reports as assigned
- Provide transparent reporting, highlighting significant assumptions, opportunities and risks
Qualifications for finance planning analysis
- Customer service focus with the ability to interpret and translate financial terms and data into substantive presentations for both the financial and non-financial manager
- Ability to work in a team-based environment as both a leader and contributor
- Solid systems skills in Hyperion Financial Management, Essbase and Smartview is desired
- Strong communication and interpersonal skills coupled with financial expertise and business acumen
- Self-confidence, initiative and ability to work independently in a pressured, deadline focused team environment
- Supports director in leading the development of strategic plans, annual operating plans and quarterly forecasts for the Company
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Finance Planning Analysis Job Description
Job Description Example
Our growing company is hiring for a finance planning analysis. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance planning analysis
- Prepare and forecast PGIMs Balance Sheet on a quarterly basis
- Prepare and forecast PGIMs Borrowing and related items such as the interest expense
- Partnering with local EMEA market FP&A teams, Controllership, Settlements, Pricing and other FP&A departments to improve accounting processes, enhance reporting and facilitating better working relationships
- Track and monitor the progress of all projects activities
- Supporting Vice President Sales Wholesale/ function heads to work on action
- Per the instruction of Manager, Wholesale FP&A, develop and update a part of SBP2020 financial goals highlighting key strategic action points
- Act as a liaison for accounting transactions and ensure closing requirements are effectively completed in accordance with U.S. GAAP and company policies in an accurate and consistent manner
- Support the Head of the Business Unit and leadership team, focusing on developing and implementing strategies, meeting or exceeding financial performance objectives and increasing organizational efficiencies and overall effectiveness
- Gain an expert level knowledge of the regulatory capital rules and develop a control mindset
- Calculate and report capital and risk weighted assets relating to Credit and Market Risk that feed into the firm?s regulatory filings
Qualifications for finance planning analysis
- Strong Excel (facility with the Essbase add-in in excel is key) and Powerpoint skills
- Knowledge of and experience with Corporate & CIB’s MIS systems (e.g., Paragon, FDW) preferable
- *Knowledge of and experience with the firm’s allocation systems (SAPCO) is a key need for the team**
- Strong partnership skills and ability to interact across different support
- Able to synthesize and articulate results to diverse audiences
- Fluency in English is required, Spanish fluency is preferred
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Finance Planning Analysis Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of finance 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 finance planning analysis
- Perform trend and variance analysis on data inputs, calculated outputs and regulatory filings
- Develop and document procedures for calculations and reporting
- Enhance and improve workflow and infrastructure to meet current and future regulatory rules and reporting requirements
- Provide business level capital attribution to assist revenue divisions in taking capital considerations into account when making transaction decisions
- Develop and manage relationships with colleagues from the broader controllers teams, Corporate Treasury, Market, Credit and operational Risk, Legal, Technology
- Lead a team of dedicated finance business partners across central service functions to provide recommendations to drive value generation across the group
- Own the definition, production and development of internal reporting to meet both the demands of internal and external stakeholders
- Deliver monthly results and commentary to both internal and external stakeholders
- Support project prioritisation through appraisal and monitoring of financial investments through the delivery and implementation of a rigorous business case process that supports the group strategy
- Take a leading role in fortnightly Headcount Committee Meetings to provide recommendations to Finance Director FP&A and Group HR Director over the hire of new roles and replacement roles in the context of the budget and latest forecast
Qualifications for finance planning analysis
- Must have an auditing background and at least 1 year of experience in finance
- You have working knowledge of process improvement
- Self-motivated and passionate about business improvement robust financial planning and analysis processes and results
- Must possess excellent business and technology acumen and extremely strong collaboration, influencing and presentation skills
- Undergraduate degree in Finance or other business or quantitative related discipline
- Three to six years of relevant FP&A and/or analytical experience, preferably in a multi-unit retail environment