Financial Planning & Reporting Job Description

Financial Planning & Reporting Job Description

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Financial planning & reporting provides accounting guidance on new accounting standards as well as technical accounting matters, including impact on current and future financial statements.

Financial Planning & Reporting Duties & Responsibilities

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

Sample responsibilities for this position include:

Prepare, review and produce monthly and quarterly executive management reporting package, under tight and strict deadlines
Conduct research and analysis of Profit and Losses (actual results vs budget, outlook or prior periods) and other financial metrics for the Company’s clients and/or business lines
Ensure timely delivery of supporting information and carry out follow-ups on relevant issues
Be involved in all aspects of the planning cycle, including one-year budgeting and multi-year forecasting, coordinating data collection with the client’s business planning and finance staff and other corporate finance departments, analyzing projections and guiding changes
Identify the key business drivers of results, assigning the proper economic cost to capital investment, and financial statement analysis
Provide strategic and/or financial decision support to senior management
Identify opportunities to improve efficiency of processes, streamline collection, use, and presentation of data
Support Senior Management with ad hoc budgeting, reporting and analysis
Update / prepare revenue and expense templates for each planning cycle
Work with the business to identify/validate key business assumptions and incorporate them into the monthly outlook/forecasts the annual budget

Financial Planning & Reporting Qualifications

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

Licensing or Certifications for Financial Planning & Reporting

List any licenses or certifications required by the position: CPA

Education for Financial Planning & Reporting

Typically a job would require a certain level of education.

Employers hiring for the financial planning & reporting 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, Economics, MBA, Business/Administration, Education, Graduate, Finance/Accounting, Computer Science

Skills for Financial Planning & Reporting

Desired skills for financial planning & reporting include:

Local businesses being supported
Microsoft Excel and PowerPoint
Accounting principles
Business and management principles involved in strategic planning
Current accounting standards
Developments that might impact forecast
F&I products
Federal and state policies and directives
Financial analysis technics
Human resources modeling

Desired experience for financial planning & reporting includes:

Attention to detail and ability to consistently deliver error-free work
BA/BS degree in Accounting, Business or related field required
Analyze monthly results by understanding business initiatives and seasonal roaming drivers in order to prepare monthly commentary Roaming Package with KPI, graphical presentations and dashboards for review with senior management
Preparing monthly journal entries, monthly remittance as required by provincial governments
Preparing monthly, quarterly and annual working files for submission of revenues to the Canadian Radio-television and Telecommunication Commission “CRTC”
Assist the Senior Manager in various Wireless initiatives to help improve the company’s EBITDA results

Financial Planning & Reporting Examples

1

Financial Planning & Reporting Job Description

Job Description Example
Our innovative and growing company is hiring for a financial planning & reporting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial planning & reporting
  • Establish required planning assumptions (vehicle volumes, retail / lease penetration assumptions ) in coordination with VWoA, Volkswagen, Audi, and Ducati brands and VCI departments
  • Execute accurate, complete and timely monthly closes and reforecasts
  • Ensure the timely reporting of all monthly financial information to internal management
  • Drive preparation of annual budgets
  • Provide documentation to internal and external auditors
  • Recommend and implement business intelligence and performance management software
  • Provide insightful analysis on Global Supply business drivers highlighting issues and recommend actions to ensure the business meets its agreed performance targets
  • Coordinate an effective Performance Framework process that achieves business commitment to stretching performance improvement goals
  • Coordinate and lead Capital Expense (CAPEX) Actual reporting and Annual Planning
  • Support Supply leadership to manage CAPEX spend
Qualifications for financial planning & reporting
  • Bachelor's Degree in Accounting, Finance or related field (or country equivalent)
  • Ability to take initiative, guide and influence others toward overall company Planning and Reporting goal accomplishment
  • Proven experience analyzing complex issues and/or requests to provide effective solutions
  • Ability to work in a fast paced, team-oriented environment with various levels of management
  • Proven strengths in business acumen and developing successful business partner relationships
  • Working knowledge of Oracle JDE, HFM (Hyperion Financial Management) & IBM Cognos reporting and planning applications
2

Financial Planning & Reporting Job Description

Job Description Example
Our innovative and growing company is hiring for a financial planning & reporting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial planning & reporting
  • Act as a deputy for the Global Supply Finance Director on various matters
  • Develop a culture of data accuracy and integrity across all financial and non-financial information used by Global Supply
  • Provide the financial thought leadership, analysis and tools to the relevant supply business partners
  • Prepare reports and presentations for the Supply BPMs
  • Understand the drivers of Cost Of Goods Sold performance, particularly for IR presentations
  • Support CAPEX reviews and planning for CFO sign off
  • Identify insights and develop tools that will enable inventory reduction
  • Provide consolidation/analytical support during the month-end process, operating plan and quarterly forecasts
  • Evaluate monthly results in order to ensure consistency and reasonability support the day-to-day operations of functions supported
  • Support the Manager with business cases, reporting packages, budget preparations / presentations and ad hoc analyses, projects & presentations
Qualifications for financial planning & reporting
  • MBA or advanced degree in quantitative field preferred
  • Analyzing financial statements, identifying trends, and conducting research to determine the causes driving those trends and the impact it has on the business
  • Highly developed interpersonal and communication skills required, demonstrating confidence while successfully delivering high level presentations to executive leadership
  • Experience building and maintaining positive relationships with clients and senior leadership
  • High level of analytical and organizational skills required, including the ability to think quickly, solve problems, multi-task and prioritize work
  • University or college degree in finance and certified accountant qualification
3

Financial Planning & Reporting Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial planning & reporting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial planning & reporting
  • Assist the external auditors with their quarterly reviews and year-end audits, as necessary
  • Prepare journal entries and account reconciliations as required
  • Assist with the coordination and consolidation of the indirect functional and line department budgets within budget system
  • Meet with Functional and Line Department leaders to discuss budget inputs
  • Prepare and distribute monthly actual vs
  • Meet with Functional and Line department leaders to review indirect performance against plan, assure information is communicated and understood, follow up to resolve outstanding charging and reporting issues
  • Research issues relating to indirect cost performance to ensure costs are being recorded properly by organization and by pool
  • Review Trial Balance to ensure all functional and line indirect costs orgs are being reported consistently and properly
  • Provide specialized reports for functional and line leaders upon request
  • Support Investment program financial budgeting, forecasting and reporting
Qualifications for financial planning & reporting
  • 7+ years accounting experience in multinational corporate environment or in a big four environment
  • Hands on experience in Financial Planning & Reporting
  • Commercial background ideally within FMCG environment with a track record of practical application of financial skills
  • Excellent understanding of Business Performance Management tools / processes and ability to identify improvement opportunities by using these
  • Credible at divisional MD/FD level
  • Supply experience is an advantage
4

Financial Planning & Reporting Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of financial planning & reporting. 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 & reporting
  • Provide ad hoc support and analysis to project and program leaders
  • Ensure performance targets are met and service is delivered to end users as expected
  • Preparation of annual budgets, forecasts and strategic plans to include but not limited to
  • Production of high level WCEEA analyses to support leadership teams
  • Maintenance of budget policies and procedures and communication of said procedures to WCEEA Geo’s, acting as central point of contact between Geo finance and Central Core finance
  • Perform plan transfer process, liaising with other business areas to ensure accurate and relevant changes are implemented efficiently
  • Completion of monthly reporting into WCEEA leadership team following completion by Geo’s to include appropriate commentary and analysis
  • Provide support to the WCEEA leadership team through ad-hoc tasking when required
  • Provide support to the wider FP&A Core team when required
  • Participate in month-end, quarter and year-end close cycles and conduct reporting functions, and manage department reconciliations for internal clients
Qualifications for financial planning & reporting
  • Excellent MS Office skills, advanced excel knowledge
  • Alerts VCI Management to potential future risks to financial targets
  • Informs VCI management of significant FSAG inquiries
  • Analyzes monthly accounting results vs
  • Acquires and demonstrates strategic and cross-functional understanding of VCI/Brand/FSAG departments, functions, products, projects
  • Self-motivated and ability to work independently/ proactively on projects Excellent written and verbal communication skills presentation skills
5

Financial Planning & Reporting Job Description

Job Description Example
Our growing company is looking to fill the role of financial planning & reporting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial planning & reporting
  • Supports Division FP&A initiatives
  • Responsible for identifying and driving process improvement opportunities
  • Carries out financial analysis at multiple complexity levels including rate of return, depreciation, working capital, investments, budgeting, cost analysis, bid, job analysis and financial and expense performance comparisons
  • Worldwide Tax forecasting and modeling of Effective Tax Rate and Cash Taxes working closely with financial planning, operations, and treasury teams and executives across the company
  • Tax planning and research including providing the financial analysis support for initiatives/projects law change modeling
  • Analyze proposed acquisitions to assess the tax impacts of proposed transactions including working with legal on purchase documentation language
  • Coordinate US Federal and State corporate income tax return filings
  • Review US Estimated tax payments
  • Maintain tax reserve inventory (FIN48, FAS5)
  • Effectively manage relationships and deadlines with internal team, external auditors and oversee the work of third party service providers within budget and time constraints
Qualifications for financial planning & reporting
  • Strong time management skills to manage multiple projects and competing priorities simultaneously under short timelines
  • Knowledge of Hyperion Planning, Essbase and Oracle Finance ERP is an asset
  • Self-motivated with a positive collaborative attitude
  • 5+ years of progressive experience within finance
  • Ensures timely and accurate development and submission of management reporting
  • Lead month-end accounting close activities

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