Manager, Financial Planning Job Description

Manager, Financial Planning Job Description

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Manager, financial planning provides adequate deep dive analysis both from financial accounting as well as business finance perspective and timely exception reporting.

Manager, Financial Planning Duties & Responsibilities

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

Sample responsibilities for this position include:

Good knowledge of Microsoft core programs – specifically Excel (including pivot tables and macros)
Retail / FMCG experience
Proven experience of working within a finance department
People Management/Team Management experience
Become an SME in our Distributor Compensation Module
Complete various intermediary invoice and expense reconciliations on a weekly basis
Work with manager and support all phases of the budget and forecasting process
Assist in producing the monthly expense decks
Review monthly expenses to ensure they are booked accurately and work with Product Control on any necessary reclasses
Provide commentary on expense variances

Manager, Financial Planning Qualifications

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

Licensing or Certifications for Manager, Financial Planning

List any licenses or certifications required by the position: CPA, CFA, MBA, CMA, ITIL, CIMA, ACCA, CFP, FACE, HFMA

Education for Manager, Financial Planning

Typically a job would require a certain level of education.

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

Skills for Manager, Financial Planning

Desired skills for manager, financial planning include:

Generally Accepted Accounting Principles
FASB and SEC requirements
Tax reporting and accounting practices and International Financial Reporting
SAP
Financial statement analysis
Excel
Tax reporting and accounting practices and International Financial Reporting Standards
Common business and cost drivers
Deep-dive analysis
GAAP

Desired experience for manager, financial planning includes:

CFP or MBA required
Should possess in-depth knowledge of planning and project management
Business Intelligence warehouse experience a plus
Proven business facing, FP&A leadership experience in a retail / e-commerce environment
A qualified accountant or equivalent, with significant post qualified experience (PQE) in a similarly complex multi-brand and regional business
The ability to understand and articulate business and strategy, in financial and non-financial terms

Manager, Financial Planning Examples

1

Manager, Financial Planning Job Description

Job Description Example
Our growing company is hiring for a manager, financial planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, financial planning
  • Formulating strategic and long-term business plans
  • Analysing competitors and market trends
  • Developing financial management mechanisms that minimise financial risk
  • Producing accurate financial reports to deadlines
  • Direct financial planning and budget management for each line of business
  • Manage period closing processes & present monthly and quarterly financial packages to senior management with a focus on performance summaries, variance explanations and opportunities and risks
  • Maintain and analyze reserve schedules and review with accounting to determine required reserve amounts
  • Responsible for deliverables between finance, corporate teams and Brand finance to provide accurate, timely, quality results to management
  • Liaise closely with editorial, sales, production, marketing and other key stakeholders to identify critical information that may affect analyses and reporting
  • Oversee Analyst managing contract and commitments schedules and payment tracking
Qualifications for manager, financial planning
  • Confidence and ability to interact with Senior Management and experience of presenting at the Board level
  • Experience with working in a highly-matrixed organization
  • Results driven and action orientated
  • Proficient in MS-Office, Essbase, Hyperion Financial Management, Hyperion Enterprise, and Microstrategy a plus
  • Extensive knowledge of P&L, forecasting and understand the impact cyclical trends
  • Relevant degree in accounting/finance/business, preferably qualified CPA/CA
2

Manager, Financial Planning Job Description

Job Description Example
Our growing company is hiring for a manager, financial 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 manager, financial planning
  • Develop business cases for the launch of new products and services
  • Analyze product profitability relative to invested capital and recommend improvements
  • Develop and prepare presentations for debt and equity investors
  • Participate in M&A due diligence on potential acquisitions
  • Prepare by title ultimates / greenlight estimates
  • Work closely with Client Entity Senior Management and staff to develop and enhance financial models to plan and report on progress against business objectives, capturing key business drivers and metrics
  • Prepare and present regular financial results packages for management (balance sheet, income statement, statement of cash flows)
  • Prepare insightful financial and operational analytics for decision support to management for strategic initiatives, business expansion and potential transactions
  • Identify opportunities to enhance the efficiency of existing processes, and propose improvements to streamline the collection, use, and presentation of key business metrics
  • Develop a deep understanding of client business objectives, processes, and workflows
Qualifications for manager, financial planning
  • 7+ years in finance or accounting with 5+ years of financial analysis experience and a BS in Accounting or Finance, MBA or CPA designations are a plus
  • Knowledge of corporate financial statements or some Accounting experience preferred
  • Must be open to tackle new challenges in a fast-paced environment
  • Must have excellent organizational skills and schedule work effectively under time constraints
  • Must have ability to communicate effectively & tactfully with persons on all levels, in person, on phone, and in writing, plus be able to present in meetings
  • Providing financial and operational analytical support including monthly financial analysis, presentation of actual results and forecast, forecasting and planning
3

Manager, Financial Planning Job Description

Job Description Example
Our company is looking to fill the role of manager, 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 manager, financial planning
  • Providing strategic financial expertise in developing, assessing and presenting the annual business plan forecasting on a monthly basis and throughout the year highlighting all significant variances
  • Manage, create, analyze and present the annual business plan quarterly forecasts
  • Accountable for creating and implementing effective tools
  • Maintain reports tracking financial results against budgets, forecasts, business cases
  • You will Manage the FP&A team
  • You will Provide overall leadership, authority, direction, technical advice, and assistance in all aspects of closing, forecasting analysis and AOP process
  • You will be able to connect with Senior Management level to provide guidance and updates on the financial plan
  • You will be able to foresee the team with vision, clear expectations and targets providing professional support
  • You will have ability to manage a team of financial analysts
  • Working closely with the Mission Area and Business FP&A to clearly understand, set, and communication FP&A requirements for the product line
Qualifications for manager, financial planning
  • Complete accurate weekly, monthly, quarterly and annual business reports and forecasts working in partnership with functional leaders and financial management
  • Promote FPA utilization of support tools, reports and resources that enable FPs to increase the time spent actively working with clients
  • Demonstrated ability to think strategically, understand complex business challenges and formulate solutions
  • Mobility required forEast of Montréal, Lanaudière, Estrie, Montérégie, Centre du Québec, Beauce, Québec, Mauricie and South Shore of Montrea
  • Must be technically adaptable and knowledgeable of Business Intelligence system
  • Ten plus years of experience in financial modeling, planning and analysis, marketing analysis, strategy or related field
4

Manager, Financial Planning Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of manager, financial planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, financial planning
  • Supervise and coordinate efforts of FAST Financial Planning with the activities of Regional Directors, the Financial Planning Department and various other departments within the company
  • Initiate and support sales themed marketing campaigns by organizing and implementing phone and email based campaigns and creating virtual and live presentations
  • Track, monitor and analyze team activity via daily, weekly and monthly activity reports
  • Foster the creation of sales presentations based on advisor profiles, needs and feedback
  • Provide training, resources and direct FAST Financial Planning in sales and sales support concepts to foster professional growth
  • Stay current on industry trends by reading industry publications, monitoring industry websites, attending industry conferences and meeting continuing education requirements
  • Participate in and conduct sales, leadership, product and technical training to enhance team effectiveness
  • Provide consistent management and training feedback to the FAST Financial Planning team
  • Supervises cost accounting function and leads efforts to identify, analyze and, ultimately, implement programs designed to reduce the labor and overhead costs associated with production of the Company’s products
  • Provides strategic business plan analytics
Qualifications for manager, financial planning
  • Lead and coach a Channel Communications team to deliver Financial Planning communications while encouraging and further developing a strong working relationship with the business being seen as an extension of the FP team
  • BS in Economics, Accounting or Finance with 7+ years of experience in retail or financial analysis
  • Bachelor's degree in Finance or relevant field highly preferred
  • Ability to train financial advisors
  • Must be comfortable independently evaluating a situation, exercising judgment, and determining when to escalate to management level
  • Must be able prioritize work in order to gather data related to client assets and the movement thereof and to determine course of action
5

Manager, Financial Planning Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of manager, financial 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 manager, financial planning
  • Lead the Global 2018 Budget Process – create strategic frameworks for the business, negotiate and challenge business financial targets, draft CFO/CEO/Board presentations outlining the total KHC 2018 Plan
  • Ensure financial and commercial integrity of the 2018 Plan – advise on investment allocation, analyze assumptions vs
  • Lead tactical execution of the 2018 Plan – hold businesses accountable to submission deadlines, ensure cross-team communication, liaison with IT Team to ensure back-end system load is successful
  • Play critical role in other Global Budget and Business Planning (BBP) routines – CFO Board Decks, Chairman Presentations, CEO Monthly Performance Reviews, and other ad-hoc analyses for Global CFO, VP of Global Financial Planning and M&A, and/or 3G
  • Collaborate with business partners to develop/build annual budget and prepare frequent updates of projected financial results (daily, weekly, monthly and by request)
  • Prepare and develop financial reports to management highlighting actual performance versus budget and prior forecasts and drivers of financial variances
  • Act as expert resource in communicating and clarifying monthly, quarterly and annual results to business leaders, direct management and management of various other departments
  • Partner with accounting team to provide monthly financial close support
  • Partner with business leadership to develop relevant business drivers and metrics to enhance decision making
  • Distill financial projections or results into high level information that senior management can use to make business decisions
Qualifications for manager, financial planning
  • Excellent judgment needed to handle client, personnel, compliance issues
  • Bachelor’s degree in Accounting or Finance preferred, or equivalent experience required
  • Bachelors’ degree in Business, Finance, Economics, Accounting, or other related field is required
  • A qualified accountant (or equivalent), with significant PQE in a similarly complex multi-brand and regional business
  • B&M / eCommerce distribution experiences a plus
  • Must have proficient knowledge of financial statements

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