Financial Planning Analysis Job Description
Financial planning analysis
provides financial oversight for the Loyalty Financial Statements including monthly GAAP P&L (alternative to fund accounting), monthly cashflow statement and monthly full year forecast.
Financial Planning Analysis Duties & Responsibilities
To write an effective financial planning analysis job description, begin by listing detailed duties, responsibilities and expectations. We have included financial planning analysis job description templates that you can modify and use.
Sample responsibilities for this position include:
Support compliance with district and system policies, standards, and procedures
Participate in bank or system meetings, tasks forces, workgroups, , pertaining to issues relevant to the Division`s work
Monitor internal control processes
Coordinate with various teams across the firm including but not limited to Bank businesses, Treasury, Risk, COO teams, Corporate FP&A teams, Product Control
Assist in Sales reporting for our Institutional and Wealth Management groups
Work closely with manager on ad hoc projects / analyses
Strategize new initiatives with cross functional leaders
Producing the management reports, commentary & board packs
Helping the business delivery on commercial insight to maintain growth and increase profitability
Deliver on KPI Reporting, Variance Analysis, Overhead analysis
Financial Planning Analysis Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Planning Analysis
List any licenses or certifications required by the position: CPA, MBA, CFA, CMA, FEMA, CIMA, ACCA, FHFMA, CPAM, CCE
Education for Financial Planning Analysis
Typically a job would require a certain level of education.
Employers hiring for the financial planning analysis 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 Planning Analysis
Desired skills for financial planning analysis include:
Excel
SAP
Generally Accepted Accounting Principles
Microsoft Excel
Accounting
SQL
Budgeting
Essbase
GAAP
PowerPoint
Desired experience for financial planning analysis includes:
Bachelor Degree in Finance/Accounting required, MBA preferred
High integrity individual with strong organizational, management, training and development experience and skills
Ability to identify issues and follow through with efficient, effective solutions
Proven ability to build confidence and trust with internal and external constituencies and provide excellent customer service
Bilingual English/Spanish, Portuguese a strong plus
Team builder committed to supporting a challenging, high-energy environment within Discovery Latin America Finance and within client departments
Financial Planning Analysis Examples
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Financial Planning Analysis Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of financial 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 financial planning analysis
- Key in interpretation and building of analysis as it relates to sales, gross/operating margin, bridges, currency
- Building of robust processes and ease of information sharing from and between process partners
- Work through for improved connection between P&L assumptions and the BS to Cash Flow ensure consistency with inputs that drive working capital and other key BS components
- Review monthly financial results
- Explain material variances from budgets, forecasts and prior year
- Perform monthly and ad hoc analyses of Production Margin of Key Products (MPG), Operating Expenses and other items as required
- Coordinate and manage weekly, monthly and quarterly closing content & schedules, across LSP’s regional sites, to support SBU & Parent Corporation reporting deadlines
- Lead Finance contact to support all Parent Corporation Financial initiatives and data requests
- Responsible for preparation of monthly Financial Results & Analysis Package
- Co-lead initiative (with IT) to create and launch LSP’s new Global Data Warehouse
Qualifications for financial planning analysis
- Excellent written and spoken English skills a necessary requirement
- Excellent inter-personal and communication skills with the ability to work across various functional groups within the department and across the company in both regional and corporate offices
- Energetic, assertive and hands-on with a flair for numbers
- Strong analytical skills and proficiency in the use of financial evaluation methodologies for analyzing and evaluating new and existing business across the group
- Excellent working knowledge of spreadsheets and presentation software
- Sound understanding of financial statutory requirements and US GAAP reporting
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Financial Planning Analysis Job Description
Job Description Example
Our growing company is looking for a financial 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 financial planning analysis
- Administer the budget, forecast and long term plan processes for the total company or relevant business or support function
- Oversee development period analysis of performance vs
- Partner with management and others to anticipate future business changes and challenges and proactively develop and implement new or revised plans, to include working in partnership with the business leaders and corporate partners to identify and realize revenue enhancement and expense savings opportunities
- Oversee the capital planning and approval process for the total company or relevant business or support function
- Support in aggregation of the annual financial plan including completion and review of results, metrics, reports and presentations
- Provide financial and analytical support for capital expenditure requests (CERs)
- Collaborate with the rest of the FP&A team to assist with ad-hoc financial reporting and analysis
- Identify trends and developments in the competitive business environment and present findings to senior management
- Preparation of monthly financial reporting packages
- Analyze financial results and investigate variances
Qualifications for financial planning analysis
- Help in maintaining and enhancing the forecasting & planning processes, streamlining management reporting across the region
- Advanced working knowledge of managing financial operations and reporting
- Advanced working knowledge of financial analysis and financial modeling
- Extremely collaborative and strong ability to communicate with senior level management team
- 10+ years of relevant financial and managerial experience in a manufacturing environment
- Working understanding of revenue recognition and foreign currency calculations
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Financial Planning Analysis Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial 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 financial planning analysis
- Maintains the control environment for the division office to ensure that the balance sheet is correctly stated, all expenditure is properly authorized, CAR’s are raised
- Preparation and review of monthly price volume analysis (PVE), product mix, purchase price variance analysis (PPV), ICP validation and SKU profitability
- Quantification and review of sales quantities and assumptions from Demand Planning team against Budget and Projections
- Review and simulation of trade inventory levels and consumer off-take
- Review of sales discounts & trading funds usage and sales returns trend
- A&P and operating expenses budgetary controls
- Providing business partnering support for Trade and Medical Sales team, Supply Chain team being a key financial resource for assigned franchise financial evaluation for projects, initiatives, promotional activities, commercial conditions evaluation and
- Liaising with Regional and Corporate on transfer pricing negotiations, product costing, quarterly SOX reviews and other adhoc requirements
- Proactively identifying key issues, risks and opportunities to assist management in the development of appropriate actions
- Day to day generation of reports
Qualifications for financial planning analysis
- Patient and positive attitude a must
- 4-6+ years of work experience with a concentration in management reporting and analysis
- Ability to work independently in a complex team
- Proactive in identifying issues and developing solutions – Commitment to accuracy is a must
- Multi-task oriented in a flexible and high pressure environment
- Proven analytical and quantitative skills, ability to communicate and influence others by translating complex data into easily-understood ideas and recommendations
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Financial Planning Analysis Job Description
Job Description Example
Our growing company is looking for a financial planning analysis. 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 planning analysis
- Update existing training materials and PowerPoint presentations as needed
- Prepare and maintain recurring source files, primarily in Excel with HFM Smart View functionality, which are leveraged for analysis of results and are the basis of senior management reporting
- Develop and maintain effective working relationships with UK FP&A counterparts, Recorded Music finance teams globally, Shared Services Accounting, Consolidations, External Reporting, Investor Relations and other key financial team members
- Support Sarbanes-Oxley requirements including writing/updating procedures and testing
- Liaison to Headquarters in Connecticut
- Executing account reconciliations
- Performs trend and variance analyses - incorporates data from different areas and synthesizes
- Responsible for weekly/monthly/quarterly reporting and updates to management team
- Presents forecasts and underlying assumptions to senior leadership and provides visibility into key variance drivers and changes from period to period, or vs
- Lead FP&A processes within AP Exports to meet AMEA Region FP&A reporting calendar
Qualifications for financial planning analysis
- Adept with long term forecasting
- Strong communication and interpersonal skills, ability to influence across the organization and work in a cross-functional, fast-paced environment
- Experience with database management tools (Cognos, MS Access)
- Qualified Accountant (is a plus)
- Fluent English and Arabic (written and spoken)
- Ability to travel within the U.S. , this role will report into Sr
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Financial Planning Analysis Job Description
Job Description Example
Our growing company is looking for a financial 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 financial planning analysis
- Prepare monthly review packages for senior management for both actual and forecast results
- Assist in preparation of monthly Board of Director presentation decks for both actual and forecast results
- Liaise with Consolidations and External Reporting regarding financial results to ensure presented uniformly across the Company
- Prepare quarterly reporting templates provided to the labels/affiliates globally and act as key point of contact for submissions and any subsequent follow-up
- Coordinate quarterly actual review meeting materials with the affiliates, which includes packaging the financial data, confirming with presenters, printing materials, and distributing electronically
- Prepare ad hoc reports, special projects, and analyses for senior management, as requested
- Prepare financial metrics and analysis of financial results on a monthly basis
- Provide finance management and business partners projections on key risk and opportunities relative to plan/forecast
- Responsible for tracking overall spend which includes booking monthly accrual entries and support the A/P processing and coding of invoices
- Maintain reporting and analysis for resources (employee and consultant) and special projects
Qualifications for financial planning analysis
- Highly organized, detail oriented, proactive and self-motivated
- Work well under pressure and be focused on meeting deadlines with the ability to multi-task as necessary
- Ability to work effectively within a team environment, independently, as the situation demands
- Strong analytical skills, including interpreting financial data and understanding the drivers to deliver results
- Analytical and enjoy working with data
- Possess good inter-personal skills, customer and teamwork oriented