Financial Analysis Planning Job Description

Financial Analysis Planning Job Description

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Financial analysis planning provides financial analysis support to the business, including but not limited to cost accounting, revenue recognition, subcontractor financial management, At Risk coordination, budgeting and forecasting, variance analysis, invoice preparation/review and cash flow management, capital management.

Financial Analysis Planning Duties & Responsibilities

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

Sample responsibilities for this position include:

Drive continuous process improvement in operational planning, forecasting and financial analysis
Analyzing business results at various intervals for changes in profitability and trends, and providing weekly performance forecasting data and analysis to senior leaders
Forecasting year-end performance based on current year trends
Leading cross-departmental teams tasked with identifying and executing upon strategic efficiencies to improve operating results
Briefing senior management on the results of iterations during the forecast and budget cycles, updates on major assumptions, providing analysis of results, and the impact on the business
Offering creative solutions for budget challenges presented in an evolving business environment
Leading the development, maintenance and improvement of the financial models, analyses and exhibits used in management presentations and executive decision-making support
Author clear, concise, executive level analytics and reports and draft sections of the bank’s annual budget document
Build relationships and maintain effective communication and coordination between the department, other bank departments, other banks, the Board of Governors, vendors, and/or other external customers
Provide functional expertise while ensuring the interests of the department, district, or system are served

Financial Analysis Planning Qualifications

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

Licensing or Certifications for Financial Analysis Planning

List any licenses or certifications required by the position: CPA, MBA, CFA, CMA, FEMA, CIMA, ACCA, FHFMA, CPAM, CCE

Education for Financial Analysis Planning

Typically a job would require a certain level of education.

Employers hiring for the financial analysis planning job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, MBA, Business, Economics, Business/Administration, Education, Financial Planning, Statistics, Management

Skills for Financial Analysis Planning

Desired skills for financial analysis planning include:

Financial analysis
Forecasting
Interpretation of financial data
Strategic planning
Budgeting and forecasting principles
Essbase and SAP
Financial & management accounting
Hyperion
US GAAP accounting rules and regulations
ALM and risk adjusted performance management

Desired experience for financial analysis planning includes:

8+ yrs post qualified accountant
Experience in multi-national, multi currency environment, ideally a US listed company
Ambitious, keen to take on additional responsibility
Strong financial qualifications
Strong communications and interpersonal skills including ability to communicate financial concepts to non-financial people
Interest and enthusiasm for the media industry

Financial Analysis Planning Examples

1

Financial Analysis Planning Job Description

Job Description Example
Our company is looking for a financial analysis planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analysis planning
  • Oversee ad hoc financial analysis as needed
  • Oversee the Corporate deals and business analysis process to provide leadership key analyses and metrics to lead the organization and ensure timely and accurate delivery of all requests.Responsibility includes delivering meaningful analysis and commentary to Sr
  • Establish a clear vision for the FP&A function
  • Provide timely and value added financial support to all business leaders and functions
  • Analyze, interpret, and communicate relevant financial and business trends
  • Provide sound recommendations to senior management to drive business performance
  • Develop a high performance team to meet increasing needs and requirement
  • Development of a smooth process for gaining visibility to drivers of results at quarter end (both P&L and BS/CF)
  • Oversee monthly/quarterly projection(s), mid-year forecast, and OPC and related plans/latest calls
  • Development of templates and owner in version control of various estimates and comparisons to previous roll ups
Qualifications for financial analysis planning
  • Technical Knowledge – proven ability in managing budgeting tools and models, scheduling data loads, insuring data integrity, scheduling software updates and scheduling lock downs and roll-ups during the budget cycle
  • Expertise with Microsoft Office applications, particularly PowerPoint and Excel
  • Bachelor’s degree in Finance or Accounting with 6 to 8 year experience desired
  • 7-10 years of finance experience, with 5+ years in FP&A function
  • Must have strong Excel skills (pivot tables, vlookups, referencing) and ability to work with large volumes of data
  • At least 7 years of relevant experience and a proven track record of working in a dynamic and fast-paced MNC environment
2

Financial Analysis Planning Job Description

Job Description Example
Our company is hiring for a financial analysis planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analysis planning
  • Conduct or participate in the most complex financial analysis projects
  • Assist with development of annual financial plan & monthly forecasting process
  • Updates, maintains, and strengthens financial models for forecasting and budgeting
  • Financial modeling, graphing and reporting
  • Generate/review and publish monthly reports with analysis
  • Enhance Customer Profitability (new data feeds, new products, new methodology)
  • Enhance RAROC (new products, new methodology, new factors)
  • Produce Hurdle Rate Analysis
  • Lead the monthly operating review (MOR) process
  • Monitor and report financial performance, analyze and interpret operating results, investigate variances and unusual items
Qualifications for financial analysis planning
  • 4 year degree in Business, Finance, Economics, Statistics, Mathematics
  • Work closely with Local teams to ensure transparency and visibility on the business, cultivate understanding of business trends, opportunities and risks
  • Manage and report country & store performance, identify business opportunities in terms of Revenue, Margin, Cost savings and Inventory managment
  • Lead the monthly review of performance with Regional and operational teams highlighting areas of focus controllable costs
  • Assist in the preparation of presentation materials to the Group
  • Work closely with Merchandise/Planning teams to review and forecast performance, product margins and analyse the impact into relevant forecasts / budgets
3

Financial Analysis Planning Job Description

Job Description Example
Our company is searching for experienced candidates for the position of financial analysis planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analysis planning
  • Cost centre management to include month end preparation (journal posting, invoice coding, results analysis) and budgeting/ forecasting responsibilities
  • Develops monthly and quarterly board level analysis and consolidated business insights
  • Manages the development of the long range plan, including providing various sensitivity analyses of the business for strategic and planning purposes
  • Completes special analysis and reporting for special projects
  • Leads a small team to perform all functions
  • Analyzes actual results to understand trends that deviate from current forecasts, and identify operational risks to current forecast, then develops and evaluates resolutions
  • Drives and directs forecast processes by working with operational departments to ensure that the monthly forecast accurately reflects the most recent changes in business activity
  • Provides analysis support and creative problem solving skills to assess operational strategies, opportunities and tactics
  • Interfaces frequently with Senior Executives in meetings and presentations
  • Participate in projects and / or provides on site support to plant controllers as required
Qualifications for financial analysis planning
  • Strong understanding of accounting and cash flow concepts/principles in conjunction with excellent verbal, analytical, written and interpersonal skills
  • Knowledge in Essbase, Business Objects, and/or SAP a plus
  • Experience building complex models using Excel (forecasts, acquisitions, capital investments)
  • Strong academic background, Bachelor degree in Business/Finance/Accounting or equivalent area, CPA, ACCA preferred
  • Proven strong leadership
  • Experience in retail and/or wholesale organizations
4

Financial Analysis Planning Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial analysis planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analysis planning
  • Support quarterly forecasting, annual budgeting and long range planning for specific business segments
  • Develop analytical models (with support from FP&A Manager) and performs different types of financial analysis to enhance the decision making process of the Executive Management Team
  • Analyze expense detail and identify areas for process improvement and cost reduction opportunities
  • Compile and analyze data to be included in quarterly executive reports
  • Provide analytical support to help department owners track and manage performance
  • Strategic plan
  • Develop and manage a team of analysts
  • Support implementation of new revenue recognition guidance for the Military Aftermarket
  • Participate in the monthly/quarterly closing process
  • Providing accounting guidance on new contracts
Qualifications for financial analysis planning
  • Knowledge of automated financial and accounting reporting systems and financial budget and planning tools
  • Proficiency in Microsoft Office applications, especially Excel (knowledge of Macro design a plus) and PowerPoint
  • Understanding of accounting, tax, treasury, internal controls, financial systems and processes
  • Knowledge of business systems, financial modeling and business planning applications
  • Strong finance system, Excel and Access skills
  • 5+ years experience in progressive Financial Planning and Analysis roles or equivalent experience in Accounting/Finance, ideally in an international work environment, initial leadership experience will be an advantage
5

Financial Analysis Planning Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial analysis planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analysis planning
  • Provide analytical support to all aspects of the annual planning and forecasting process for Nuveen Distribution and Product Development and Management organizations
  • Analyzes, evaluates, and develops forecasting models and identifies to management potential areas of opportunities and risks
  • Maintain ongoing communication between FP&A and regional financial analysts (RFAs)
  • Support operations managers in putting together the annual Corporate Profit Plan, in conjunction with FP&A team
  • Consolidate budget information from profit centers and support units and assist in the preparation of Corporate Pro-forma Financial Statements
  • Prepare corporate financial statements, dashboards, backlogs and other reports using existing templates, and develop new reports as needed
  • Identify opportunities for process improvement, and take the initiative to see any green-lit process improvement efforts to completion
  • Interact with and provide support to the global finance team, consisting of over 60 affiliated companies operating in more than 30 countries, during the monthly close process for both actual and forecast results
  • Ensure all reporting entities have submitted monthly actual and forecast HFM data and provide daily performance and status reports to the Corporate Finance team
  • Develop an understanding of the general ledger account structure, affiliate hierarchy, and company operations
Qualifications for financial analysis planning
  • Advanced MS Excel skills (financial modeling, advanced formulas)
  • Exceptional pc skills, including Advanced MS Excel
  • Project Management &/or foreign exchange experience a plus
  • Ability to travel commercially including overnight &/or week long stays concentrated to North America
  • 2-4 years of Corporate Finance/FP&A experience
  • Outgoing, inquisitive, polished (communication/presentation) AND works well with others

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