Financial Planning Job Description

Financial Planning Job Description

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Financial planning provides accounting support to Corporate, as needed, for Edwards’ SEC filings, external audit requirements and other complex accounting functions.

Financial Planning Duties & Responsibilities

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

Sample responsibilities for this position include:

Accounting result analysis
Aid the annual and long-range planning process including overall project and timeline management, cross-department priority setting and detailed financial analysis and projections
Develop return on investment analyses and other multi-year financial evaluations
Understand source systems as necessary to obtain financial information for above activities and analyses
Partner with PPNR modeling team to participate in capital plan narrative and documentation, including authoring line of business engagement, variable identification, new business initiatives, response under stress
Prepare and manage day-to-day aspects of revenue trends and projections on a bi-weekly, monthly and quarterly basis
Analyze departmental fiscal data, programs and operations
Apply fundamental fiscal concepts
Prepare written and oral budgetary recommendations for implementation in department budgets
Assist departmental management staff

Financial Planning Qualifications

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

Licensing or Certifications for Financial Planning

List any licenses or certifications required by the position: CPA, CFP, MBA, CMA, FAFSA, CFA, ACE, PMP, CHFC, CLU

Education for Financial Planning

Typically a job would require a certain level of education.

Employers hiring for the financial 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, MBA, Economics, Business/Administration, Education, Financial Planning, Graduate, Finance/Accounting

Skills for Financial Planning

Desired skills for financial planning include:

Excel
Generally Accepted Accounting Principles
SAP
Accounting
FASB and SEC requirements
Mexican accounting rules
Planning and Allocation
Spanish language
Microsoft Excel
Financial statement analysis

Desired experience for financial planning includes:

Strong motivation and result oriented
Strong willingness to evolve in finance field
Available 3 to 5 days per week for 6 months (duration negotiable)
Master in Finance is a plus
Strong experience in multinational companies
English fluent and Spanish is a plus

Financial Planning Examples

1

Financial Planning Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial planning
  • Preparation of key statutory data and incorporation into economic reporting package
  • Preparation and analysis of various peer company benchmarking data
  • Collaborate with related functions (Logistics, Sales Planning, ) to compile CSE (Concentrate Shipment Equivalent) forecast
  • Accountable reporting
  • Development and maintenance of internal controls, including Sarbanes-Oxley (SOX) control documentation - review update IDP(Inter-department procedure)
  • Call center management - cooperate with SSC (Share Service Center)
  • Lead scenario planning for the development and growth of the portfolio
  • Prepare presentations in support of trade meetings, senior leadership meetings and various strategic reviews within the company
  • Participate in the financial modelling and due diligence efforts related to the company's ongoing business development
  • Monitoring and interpreting stock and cash flows and predicting future trends
Qualifications for financial planning
  • Be the number one resource for Financial Planner
  • Good interpersonal skill, positive personality and team spirit
  • Excellent professional written and oral English communication skills
  • Ability to handle multiple projects simultaneously, work independently, and a strong attention to detail a must
  • Three to five years of relevant professional experience, preferably within retail or related industries
  • High degree of business acumen and exceptional analytical and problem solving skills
2

Financial Planning Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial planning
  • Help assess firm-wide developmental needs of the financial planners to drive training and education initiatives
  • Work with the Research and Education team and Planner management to continually assess existing programs and systems the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients
  • Work with Operations and IT Departments for enhancement of existing systems, development of new systems and deployment for both
  • Work with multiple departments to review and edit written and other material we make available to the public
  • Teach the nuances of the firm’s culture as needed in all training sessions
  • Coordinate and conduct client meetings including preparation of meeting materials
  • Responsible for the calculation of monthly price protection reserves for Domestic/Canada, tracking actual performance
  • Support Senior Manager in the costing process, which can include preparing self-publishing, asset amortization, participations calculations, during the monthly/quarterly/annual/LRP planning processes and provide variance analysis for cash forecasting
  • Performing high level financial analysis on a variety of projects
  • Engaging in strategic analysis and other projects directly with senior business leaders
Qualifications for financial planning
  • Experience with EMoney Software a plus
  • Must have excellent organizational, communication and client relationship skills
  • 10+ years' business management experience, including media industry experience, with a focus in analytics
  • Ability to navigate a complex organization and communicate with field colleagues
  • Proficient with Microsoft Office products and knowledge of AM Best tools (ie
  • Minimum eight years relevant experience from a matrix organistion is essential
3

Financial Planning Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of financial planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial planning
  • Collaborate with stakeholders (Logistics, Strategic Planning, bottlers, ) to compile CSE (Concentrate Shipment Equivalent) volume forecast
  • Manage the plan and quarterly estimates for Licensing business units [merchandising]
  • Prepare Paramount’s monthly written financial summary document for Paramount and C-Level Executives
  • Performs detailed document reviews
  • Strategy - Lead the Individual Investor point of view on financial planning for the retail investor
  • Content Creation – Serve as the lead in creating the content that should be disseminated to retail investors based on their demographics and needs
  • Digital Engagement - Focus on reaching the masses of individual investors via digital engagement
  • Develops an effective, adaptable sales force to ensure a differentiated experience for our clients
  • Prepare financial models which include expense planning, trend analysis, cost benefit, statistical relationships, business metrics and ROI
  • Work with company financial systems to download/upload data and reconcile
Qualifications for financial planning
  • 3-4 working experience focusing on GL
  • Bachelor degree required, preferably in Finance, Organizational Development, Education or related field
  • FINRA Series 7, 63, 65 or 66, and 24 or equivalent (8 or 9/10) securities licenses required
  • Applicable state insurance license required
  • Knowledge in all areas of financial planning including investments, insurance, retirement planning, estate planning, taxes, real estate and mortgages
  • Minimum 5 years financial services industry experience working with clients in a broker/dealer or registered investment advisor environment required
4

Financial Planning Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial planning
  • Draft Board presentations on financial, strategic, and/or transactional matters
  • Present findings and recommendations to VP of Global Financial Planning and M&A and/or Global KHC CFO
  • Manage the work assignment and deliverables of Senior Finance Analyst, Essbase, including main oversight for actuals and budget load and reconciliation process, master data submission
  • Delivering against tight timetable
  • Maintaining high customer satisfaction with finance business partners
  • Support the execution of all major financial reporting deliverables, including the Periodic Results Reviews, the Monthly QOR Reviews, Board of Director Annual Operating Plan
  • Ability to operate independently effectively establish solid working relationships
  • Develop financial plans for new clients and update plans annually for existing clients
  • Draft and prepare appropriate meeting and recommendation summary letters
  • Trading desk assistance, including but not limited to, trading in securities, mutual funds, managed accounts, and variable annuities and variable life
Qualifications for financial planning
  • Ability to prioritize, address multiple projects and meet deadlines is critical
  • Thorough knowledge of MS Outlook, PowerPoint, Word, and Excel is a must
  • Bachelor Degree in Business Administration, Finance, or Accounting from an accredited institution
  • Solid knowledge of accounting and finance principles and be able to consistently apply that knowledge
  • Self-starter with initiative and creativity to solve problems, provide recommendations and make decisions
  • Bachelor Degree in from an accredited institution
5

Financial Planning Job Description

Job Description Example
Our innovative and growing company is hiring for a financial 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 financial planning
  • Capital planning and budgeting using tools such as SAP Business Objects
  • Serving as the primary point person for communication and collaboration between field locations and various corporate departments on matters such as financial close (Accounting), new products (Marketing), and volume forecasts (Sales)
  • Provide monthly/quarterly outlooks and variance analysis
  • Prepare and perform journal entries and account reconciliations
  • P&L reporting and analysis and planning
  • Analysis and validation of accruals for indirect business
  • Support the strategic vision of CHSLI by providing financial planning expertise to leaders across the organization
  • Responsible for centralizing the financial planning functions across CHSLI within the Planning Department
  • Assist in the establishment of a 5 year operating and capital plan
  • Responsible for refreshing annually the 5 year operating and capital plans
Qualifications for financial planning
  • Responsible for delivery of a timely Budget for 2017
  • Responsible for creation of budget models to the level of granular detail required while also having the capability of summarizing key budget drivers
  • Liaise with Vertical General Managers to deliver a realistic assessment of what their respective P&L's will deliver for 2017
  • Work with General Managers and Commercial team to understand what level of new business they are able to deliver for 2017
  • Work with Support Department heads to understand drivers across their areas of accountability and to deliver an Overhead analysis for 2017
  • Identify appropriate level of Capital Spend for 2017 required to both maintain existing business service and also to enable business growth

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