Manager, Financial Analysis Job Description

Manager, Financial Analysis Job Description

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Manager, financial analysis provides support for Finance team in analyzing Business and Finance for monthly financial statements and liaise with other departments to ensure compliance and effective administration of accounting and funds.

Manager, Financial Analysis Duties & Responsibilities

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

Sample responsibilities for this position include:

Participate and support the planning team in the annual business plans, forecasting and other business plans for new/existing business segments
Work on the new/existing business and special projects focusing on the business plans, models, industry comparables including review/preparation of multi-year P&L, IRR & NPV, valuation analysis
Participate in business re-engineering process and continuously identify work flow efficiency-improvement and cost-savings opportunities
Provide support in ad hoc business analysis and projects on operational efficiency, providing useful recommendations thereon to streamline the organization
Manage executive review presentations, including partnering with Sales Finance VP on WWSS SVP staff meeting presentations, supporting CFO quarterly sign-off and Quarterly Business Reviews
Coordinate automation of various business reports and processes, including Private Label, Daily Sales and Product/Customer sales reporting
Creates various Excel and HFM reports to provide analysis per management requests
Developing an understanding of key business drivers
Responsible for coordinating, designing, maintaining and overseeing the development of annual budgets worldwide
Analyze historical information and future projections to help guide cost allocation

Manager, Financial Analysis Qualifications

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

Licensing or Certifications for Manager, Financial Analysis

List any licenses or certifications required by the position: CPA, CFA, CMA, MBA, FRM, SAS, LEAN, SAO, TBM, RTBMA/ETBMA

Education for Manager, Financial Analysis

Typically a job would require a certain level of education.

Employers hiring for the manager, financial analysis 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, MBA, Business, Economics, Finance/Accounting, Business/Administration, Education, Management, Financial Analysis

Skills for Manager, Financial Analysis

Desired skills for manager, financial analysis include:

Forecasting and scheduling
Operating budgets
P&L statements
Reporting of financial data
Corporate finance and accounting
Business
Excel
Principles and theories of finance
Related disciplines to plan
His/her specific business area

Desired experience for manager, financial analysis includes:

7+ years in finance or accounting with 3+ years of related financial analysis experience and a BS in Accounting or Finance, MBA or CPA designations are a plus
Deep understanding and hands on experience of forecasting, planning, and financial analysis
Minimum of 5 years of experience in FP &A, Inventory Management and/or Company Planning with at least 3 years in a Retail environment
Track record of relationship-building at all levels of the organization
Knowledge of Oracle financial systems and Essbase/Hyperion a plus
Manager should have three to seven years financial planning & analysis and/or corporate/BOD reporting experience preferably in a decentralized multi-national corporation

Manager, Financial Analysis Examples

1

Manager, Financial Analysis Job Description

Job Description Example
Our company is hiring for a manager, financial analysis. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, financial analysis
  • Serve as liaison between the assigned business department and Finance
  • Conduct financial and strategic analysis to support business departmental decisions such as cost benefit analysis, make/buy analysis, etc
  • Issue monthly, quarterly, annual, and ad hoc reports used by business department management, such as cost center financials, project reporting, metric reporting, depreciation schedules, etc
  • Serves as the business partner / financial advisor for achievement of financial goal
  • Preparing ad hoc analysis for management to make key business decisions and meeting directly with all levels of leadership (including C-suite)
  • For zone countries and adidas Turkey, provides support to Financial Controller in preparing periodic financial reports, annual budget and strategic business plan
  • Manage the quarterly rolling forecast and annual budget 5 year plan process in a manner that drives and supports the strategic imperatives of the business
  • Works extensively with Microsoft Excel, Access and SQL databases Hyperion Financial Management (HFM) and EPM consolidation tools
  • Support Regional Business Controllers on all ad-hoc analysis & internal/external audit requests
  • Serve as Lead Financial Representative on several Key Business Initiatives within the SBU, and support cross functional teams with requested financial information
Qualifications for manager, financial analysis
  • Experience working with financial and forecast/budget software applications (Hyperion essbase/planning, HFM and SAP direct experience preferred)
  • Prior experience of ~5 years in a medium to large diverse organization with analytic responsibilities is required
  • Strong analytical capabilities, presentation and communication skills across multiple levels within the organization
  • Demonstrated enthusiasm to learn fundamentals and nuances of the different businesses and financial drivers within the firm
  • Strong product knowledge, coupled with deep understanding and commercial awareness of the video game market (both traditional and emerging digital models)
  • Comfortable working both at the strategic level and operational level
2

Manager, Financial Analysis Job Description

Job Description Example
Our company is hiring for a manager, financial 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 manager, financial analysis
  • Work with business partners in determining financial revenue and efficiency initiatives that will improve customer experiences and overall profitability for the Canada business
  • Work proactively to identify business opportunities, provide leadership to cross-functional peers, and provide insight to business management
  • Financial and business performance reporting and variance analysis
  • Leveraging Agile principles and financial reporting tools and applications, the candidate will help the team stand up innovative financial reporting views to deliver more efficient and insightful analysis to business partners
  • Act as a business partner connecting financial planning data to actions needed from finance peers, operational leaders and senior leadership
  • Collect, analyze, and present financial information to business partners identifying risks and opportunities
  • Coaches, develops and motivates direct reports to understand underlying business drivers that influence financial assumptions
  • Hire, train, develop/mentor, and motivate employees and maintain high team morale
  • Provide leadership and direction to the team through manager/supervisors, professional individual contributors and foster support for the achievement of department goals and objectives
  • Manage department workload and ensure tasks are properly distributed among the department by evaluating the teams' abilities to handle the complexity of assigned tasks
Qualifications for manager, financial analysis
  • Develop financial models and analyses to support strategic initiatives, ROI calculations, capital enhancement planning
  • Prior experience using SAP and BPC Planning tool highly preferred
  • Sound grasp of financial accounting concepts and practices
  • 5 + years of experience in accounting with a focus on financial reporting
  • Strong knowledge of financial reporting
  • 2-3 years in public followed by private experience
3

Manager, Financial Analysis Job Description

Job Description Example
Our company is growing rapidly and is hiring for a manager, financial 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 manager, financial analysis
  • Drive annual Gross Margin Plan/Budget process for the Institutional business – Develop process, calendar, & templates
  • Participates in the development and analysis of business plans for new programs and capital expenditures
  • Ensure financial management of operating expenses
  • Manage and develop associates
  • Accountable for compiling Canada’s quarterly earnings call package including providing camera ready questions and in-depth variance analysis via partnering with Finance teams both in the UK and the US
  • Foster a collaborative team environment while developing and leading associates to become the best version of themselves
  • Has strong presentation and communication skills to successfully influence senior leadership
  • Directs, prepares and interprets analysis of financial data
  • Review and interpret data for the purpose of determining past performance and/or to project financial results
  • Function as the lead finance support to the Global and Regional Division OBLs providing value-added information about cost of goods sold and division gross margin
Qualifications for manager, financial analysis
  • Excellent organizational skills, excellent written and verbal communications skills and excellent presentation skill
  • Build knowledge and develop a strong understanding of new financial metrics
  • Experience preparing financial reporting in PowerPoint
  • Experience summarizing financial data to be presented to Executive Leadership
  • Must have a Bachelor’s degree in Finance, Economics, or Accounting
  • Must have 7+ years of experience in financial management and planning with a proven track record of conducting quantitative and qualitative financial analyses
4

Manager, Financial Analysis Job Description

Job Description Example
Our company is growing rapidly and is looking for a manager, financial 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 manager, financial analysis
  • Establish and maintain business partnerships across Product organization and serve as a support on finance issues
  • Partner with the business to prepare & understand periodic forecasts for Income Statement
  • Lead financial analysis and modeling of product launch and expansion business cases
  • Undertaking financial modelling and analysis to support strategy and business led projects
  • Working with other leaders of the company to coordinate sourcing, aggregation and analysis of business unit data to provide strategic vision
  • Working with the Business Intelligence team to ensure accurate porting of data throughout the company
  • Perform detailed variance analysis with explanations and recommendations
  • Work with departments to build budgets and work with managers to set realistic goals
  • Implement reporting tools
  • Perform financial financial statement and key performance indicator analysis
Qualifications for manager, financial analysis
  • Knowledge of accounting and the associated rules and regulations
  • Candidate must exhibit strong initiative and the ability to work well in a team environment
  • Aptitude to propose and implement process improvements
  • Ability to manage multiple responsibilities, while working in a fast paced environment
  • Must have excellent oral and written communication skills, including the ability to relate key information in a clear/concise manner, and be able to converse with all levels of management
  • Hyperion, Essbase, and PowerPoint skills are highly desired
5

Manager, Financial Analysis Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of manager, financial analysis. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, financial analysis
  • Meet with senior level management on a regular basis to gain insight into business strategy
  • Support Americas (Energy and Financial Service) Divisional sales and marketing functions and provide business support to Americas Sales and Marketing management
  • Oversee and manage the development of financial models to evaluate, measure, and analyze drivers impacting various business areas within ISA
  • Responsible for the annual budget process, monthly forecasting process and annual business planning process for divisions supported
  • Assists with the design and development of forms and procedures for budget preparation
  • Prepares and maintains financial and statistical reports required by the hospital and third party agencies
  • Assists in the analysis and reporting of actual results vs
  • Provide analytical support for Finance and Hospital Management, perform drill down analyses to identify the root causes for utilization trend increases and decreases, assist with project management responsibilities related to new financial systems
  • Serve as proxy for Director, Finance and/or CFO on special projects as needed
  • Assists in the formulation of specific department goals and objectives and monitoring of activities to ensure achievement of goals and objectives
Qualifications for manager, financial analysis
  • Experience in producing mergers and acquisitions due diligence and/or related financial analysis and recommendations
  • Experience implementing Six Sigma concepts considered a valuable asset
  • Optical industry experience is a plus
  • 8-10 years experience in finance or accounting (Pharma industry experience is a plus)
  • A strong work ethic and ability to work beyond business hours as needed to complete tasks is also required
  • The ability to travel up to 25% as required by the business is also required

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