Financial Analyst, Planning Job Description

Financial Analyst, Planning Job Description

148 votes for Financial Analyst, Planning
Financial analyst, planning provides analytical and business partnering support for the OU including financial statement analysis, gross margin analysis, business performance commentary, forecasting, and strategic planning.

Financial Analyst, Planning Duties & Responsibilities

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

Sample responsibilities for this position include:

Undertake ad hoc analysis of performance as directed by the Financial Planning Manager and/or Head of Finance
Support the Head of Finance and the Financial Planning Manager to ensure efficient and effective delivery of services and budgets and that targets for the organisation and financial objectives are met
Deputise for the Financial Planning Manager when required
Ongoing commitment to keeping up to date with financial planning standards and practices
Perform ad hoc business case analysis, create financial models, and manipulate and analyse data, identifying trends to support the growth of the business
Responsible for running management reports, including monthly business and financial results to management and businesses, co-working with FP&A colleagues
Provide/review financial data related to various businesses by interfacing/coordinating with functional FP&A contacts, which include weekly sales, monthly Net New Business (NNB) forecast update, global MIS such as Business Review and Operating Plan
Support/co-work with FP&A manager in budgeting for regions and businesses
Oversee activities performed by India team members for FP&A tasks migrated
Support FP&A manager in continued migration of operating tasks to India

Financial Analyst, Planning Qualifications

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

Licensing or Certifications for Financial Analyst, Planning

List any licenses or certifications required by the position: CPA, MBA, CMA, CFA, CFP, CIMA, ACCA, ACE, CTP, CHFP

Education for Financial Analyst, Planning

Typically a job would require a certain level of education.

Employers hiring for the financial analyst, 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, Business, Economics, Education, Business/Administration, MBA, Graduate, Administration, Mathematics

Skills for Financial Analyst, Planning

Desired skills for financial analyst, planning include:

Common business and cost drivers
Deep-dive analysis
Financial statement analysis
FASB requirements
Generally Accepted Accounting Principles
Similar tools
Financial planning

Desired experience for financial analyst, planning includes:

10 years or equivalent experience with focus on commercial sales support, commissions, and familiarity with subscriber business model
Fluent in English (spoken and written) and preference for competency in one other major European language (German, French, Dutch, Spanish, Italian) with German preferred
Proficient in MS-Office, Essbase, Hyperion Financial Management and Hyperion Enterprise, Microstrategy
Good knowledge of various ERP Systems, such as SAP, BaaN (IV and LN 6.1), JD Edwards, Datev
Ability to manage processes to deliver required results
Ability to analyze complex problems and makes decisions in a timely manner

Financial Analyst, Planning Examples


Financial Analyst, Planning Job Description

Job Description Example
Our company is looking to fill the role of financial analyst, 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 financial analyst, planning
  • Analyze the financial statements of acquisition targets and convert into a standardized format in MS Excel
  • Management information packs and variance analysis for performance against budget / standard costs
  • License impairment reviews and inventory analysis
  • Customer and sales channel profitability reports and analysis
  • Commercial P&Ls for operational heads and required flash reporting
  • Licensing reporting
  • Quarterly reforecasts
  • Maintain effective communication with your line manager to ensure that you are fully informed of and keep abreast of operational objectives
  • Ensure that you own, deliver and comply with operating objectives and standards of performance
  • Position requires flexibility and the ability to work with large amounts of data and draw conclusions from that data
Qualifications for financial analyst, planning
  • Experience is a must in Oracle Essbase Spreadsheet
  • Bachelor’s Degree in Finance , Accounting or closely related discipline preferred
  • Knowledge in BPC or Hyperion Enterprise a plus
  • PC or technical knowledge a must
  • Prior experience with Hyperion Planning / Essbase (or similar multidimensional database, , Microsoft Access, IBM Cognos, SAP, ) preferred
  • Delivery of Budget & Latest Estimate processes (CAPEX and OPEX)

Financial Analyst, Planning Job Description

Job Description Example
Our company is looking to fill the role of financial analyst, planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analyst, planning
  • Support forecasting and analysis of actual results &deviations to forecast related to GSP NA cash flow and balance sheet
  • Responsible for houly payroll
  • Provides supervision of one employee
  • Responsible for monthly studio P&L reporting, submission and analysis
  • Responsible for monthly supporting department & IT shared service budgets reporting & controlling
  • Responsible for monthly employee timesheet system closing, reporting & controlling
  • Actively participate in the annual and quarter studio budget forecast and submission
  • Lead the department budgets tracking, controlling and analyzing
  • Be able to support department head on budget related requests, and work with cross department
  • Help on the improvement of the reporting process and work flow
Qualifications for financial analyst, planning
  • Must have strong follow-through skills and ability to implement suggested strategies
  • Must have demonstrated experience in conducting SWOT analysis and creating strategic business plans
  • Undergraduate diploma (Bachelor's degree
  • The ideal candidate will have 1-3 years of prior experience with cash flow modeling and forecasting, data analysis, valuation, and/or other related fields
  • Must have series 7, and 65 or 66 and Life/Health licenses, or must be obtained within 6 months of employment
  • Minimum 3-7 years financial services industry experience specifically in a broker/dealer or registered investment advisor environment required

Financial Analyst, Planning Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of financial analyst, planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analyst, planning
  • Financial Planning and Operational System oversight and administration
  • Works with internal departments to expedite obtaining financial information
  • Monitors systems and performs testing and training as needed
  • Actively participate in forecasting/projection process
  • Provide analytical and decision support to business partners
  • Support the company’s development of an annual budget
  • Set up monthly forecasting and reporting tools
  • Scope of work primarily includes working with the P&L, balance sheet and cash flow related financials
  • Perform valuation and other analysis around company capital structure
  • Responsible for managing and communicating the strategic planning cycle, liaising with the Commercial Finance Managers to ensure consistency of timescales and agreed deliverables
Qualifications for financial analyst, planning
  • Excellent professional written and oral English communication skill
  • Ability to work independently and be responsible for the timeline and deliverable
  • Show team spirit and willingness to evolve in team activities
  • Desirable Master’s degree in Accounting, Finance or Business Administration
  • 2-3 years work experience in finance partnership role serving multiple finance and business stakeholders
  • Self-motivated, highly organized, and detail oriented ability to solve problems and perform analytics

Financial Analyst, Planning Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial analyst, 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 financial analyst, planning
  • Forecast – Responsible to work with the extended asset teams to analyze current month accounting data and proposed accounting accruals for reasonableness and to prepare analysis of variances from budget and previous forecast.Communicate analysis to company management and work with them to incorporate any changes into the forecast.Ensure that the operating region’s Capital, Production, Expense, and G&A forecasts are updated and maintained in the financial planning system
  • Reports to the Delaware Planning Manager with indirect responsibility to the Financial Planning and Reserves Manager as needed
  • Ad hoc analysis projects – Financial modeling of operational opportunities, asset optimization
  • Demonstrating a strong understanding of financial and operational information process flows
  • Prepare weekly and monthly executive reports with key performance metrics
  • Create ad-hoc analyses to drive business strategy
  • Maintenance of budget policies and procedures and communication of said procedures to local teams
  • Provide support to the wider FP&A Core & Growth team when required
  • Prepare journal entries including backup and support
  • Prepare budget and forecast models including support for detailed assumptions
Qualifications for financial analyst, planning
  • Insurance experience preferred with knowledge of GAAP/STAT accounting principles a plus
  • One year Accounting, Finance, Healthcare, Investment Banking or Management Consulting experience preferred
  • Degree in Finance, Economics, or Accounting required
  • 1-3 years of experience in planning and analysis required
  • Ideal candidate will adapt quickly to a changing work environment and prioritize tasks in an efficient, time oriented manner
  • Candidate must have exceptional analytical skills including financial modeling and forecasting

Financial Analyst, Planning Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial analyst, planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analyst, planning
  • Prepares financial analyses to support AAG decision making, including 3-year metrics reporting, key performance indicator modeling, product line profitability, competitive analysis and industry benchmarking, and what-if scenarios
  • Provides ad-hoc analysis and actionable insights to division leadership to support goals and strategies
  • Generates monthly reports, including productivity and variance reporting
  • Coordinates the monthly close process for various divisions where needed, including accruals, PO system management, invoice review and research, and data entry into relevant support databases/models
  • Assists and guides cost center managers with individual problems of planning, cost control, budget preparation, variance research, and business case preparation
  • Develops, manages, and maintains models to support company activities, such as labor reports, industry comparisons, cost and revenue forecasts, fuel price scenarios
  • Leads, and drives to completion, finance projects and initiatives of varying scopes and sizes
  • Facilitates procedural changes within the division to create additional financial transparency and budget ownership/accountability
  • Acts as financial advisor to various divisions where needed
  • Monitors activities of on-going development projects by reviewing financial documents and approving payments for eligible costs to ensure public funds are properly expended
Qualifications for financial analyst, planning
  • Knowledge and experience utilizing standard cost accounting preferred
  • Good verbal and written command of Spanish and English
  • SAP, BPC & COGNOS experience highly desirable
  • Service orientated, able to think ‘outside the box’
  • Flexible, results driven
  • Experience in high value environment, speed and accuracy desirable

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