Planning & Analysis Job Description
Planning & analysis
provides accounting, treasury and tax support to the group, and management accounting and analysis for a number of departments;.
Planning & Analysis Duties & Responsibilities
To write an effective planning & analysis job description, begin by listing detailed duties, responsibilities and expectations. We have included planning & analysis job description templates that you can modify and use.
Sample responsibilities for this position include:
Partnering with IT to manage and optimize the Hyperion budget planning system to meet stated milestones of the forecasting and budgeting processes
Providing support and information for business development opportunities including cost analyses and other general budgeting assumptions
Responsible for the budgeting, forecasting and planning process for the business for short and long term cycles
Prepare financial reports, charts, tables and other exhibits as needed
Demonstrate insightful use of financial analysis techniques, tools, and concepts, to provide practical counsel to business area partners and management, in order to drive business results
Understand and facilitate the integration of business processes, people, and relevant technology, in order to identify, configure, and communicate useful information, and to provide practical business leadership to drive business decision making across the company
Share best practices worldwide
Assist all departments in financial areas
Ensure that international Corporate requirements are met on time
Designing and spearheading the annual multi-year forecasting and budget planning processes
Planning & Analysis Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Planning & Analysis
List any licenses or certifications required by the position: CPA, MBA, CFA, SAS, FEMA, CMA, PMI, IIBA, CFO, OUP
Education for Planning & Analysis
Typically a job would require a certain level of education.
Employers hiring for the planning & analysis job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Accounting, MBA, Business, Economics, Education, Business/Administration, Management, Statistics, Financial Planning
Skills for Planning & Analysis
Desired skills for planning & analysis include:
Excel
SAP
PowerPoint
Microsoft Excel
SQL
Essbase
Access
Accounting
Generally Accepted Accounting Principles
Budgeting
Desired experience for planning & analysis includes:
Previous experience in the entertainment industry preferred
Financial statement preparation, compilation, or audit experience a plus
Must have effective organizational, analytical and logic skills including ability to grasp the “big picture” while also maintaining a detailed orientation
SAPBW/BPS experience preferred
Must be able to manage multiple tasks and assignments
Must have the ability to work with all levels of management
Planning & Analysis Examples
1
Planning & Analysis Job Description
Job Description Example
Our growing company is hiring for a 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 planning & analysis
- Prepare and analyze business unit P&L statements management presentation schedules
- Liaison with other areas of FRB
- Performs GP analysis
- Co-ordinating feedback on weekly shipment status
- Co-ordinates confirmation of finalization of actual postings with CPS & Finance Managers
- Ensures concentrate revenue and costs are accurately posted
- Ensures accuracy of concentrate write off accruals
- Follow up on deduction postings with Finance Managers as per RE/expectations
- Follow up on processing of GPIE
- Prepares and submits monthly, quarterly, annual and ad-hoc actual reports including
Qualifications for planning & analysis
- Role directly supervises analysts / associates
- Innovation – encourages and guides innovative approaches to addressing problems and opportunities
- Making Decisions – identifies and understands issues, problems, and opportunities and determines appropriate course of action
- Planning and Organizing – proven ability in establishing goals and ensuring work is completed efficiently
- MBA or an advanced degree is preferred, but not required
- Financial systems and consolidation experience preferred
2
Planning & Analysis Job Description
Job Description Example
Our innovative and growing company is looking for a 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 planning & analysis
- Management Reporting deck for Business unit leadership team meetings
- Ad-hoc reports prepared upon Region, BU requests
- Quarterly CAPEX reporting
- Annual UC P&L execution and BC reporting
- Updating opex analysis report BP vs Actuals on a monthly basis
- Following up on key issues arising on balance sheet reconciliation review process with GFO team
- Updating actuals Vs Plan on a monthly basis and sharing with Human Resources and Function heads as appropriate highlighting main issues and suggested solutions
- Co-ordinating the alignment with human resources on open position hiring status for alignment with Finance
- Supports the process of client management by updating Function heads on their tracking of opex spend inclusive of people costs as agreed with the team
- OR/PF
Qualifications for planning & analysis
- Must have strong organizational, analytical and logic skills including ability to grasp the “big picture” while also maintaining a detailed orientation
- Well-versed in planning and allocation systems, advanced Microsoft windows applications
- ACA/ACCA/CPA/CIMA qualified - 3 to 4 years' pqe in a multinational industry setting ideally
- Deep understanding and hands on experience of forecasting, planning, and financial analysis and solid understanding of financial statements and modeling
- Desire to work seamlessly within a strong team and is flexible in a changing environment
- Ability to work independently, part of a team, with little general instruction
3
Planning & Analysis Job Description
Job Description Example
Our innovative and growing company is hiring for a 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 planning & analysis
- Concentrate shipment planning (inventory based, DSI based, or manual)
- Volume driven rebates, freight, sales tax
- DME
- Working capital( Balance sheet)
- Performs RE/BP financial statement line items and adjusts according to Region/BU guidance
- Uploads UC and CSE forecast in BPC
- Deduction planning in BPC
- DME planning in BPC (including FDW extractions)
- OPEX planning in BPC (including coordination of OPEX input files in BP period)
- B/S forecasting in BPC
Qualifications for planning & analysis
- Expert knowledge of process improvement and/or operational excellence
- Knowledge of business process review, improvement and organizational design processes preferred
- Knowledge of BPI or CI methodology such as Six Sigma, LEAN, ITIL, Change Management preferred
- UC P&L planning in BPC
- Coordinates input and output templates with Regions and BUs
- Prepares RE/BP interim output reports for Regions and BUs during planning period
4
Planning & Analysis Job Description
Job Description Example
Our growing company is looking for a 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 planning & analysis
- Analyzes BP/RE management reports (scorecards, dashboards, brand contribution, MEM reports)
- Prepares RE/BP narratives and manual templates
- Prepares Region, BU office and BU consolidated R&Os
- Prepares ad-hoc reports upon Region & BU requests
- Supports the people financials planning process by simulating expected costs per position as per guidelines on grade and package for review by relevant stakeholders in BP process by use of the people cost planning team
- Provide forecasts for RE for people costs as per expectations as aligned with HR
- Follow through on the alignment of people cost planning during BP process as per aligned organization chart within the planning calendar
- Execution of distribution planning and modeling using Synergi software as project and client needs dictate
- Create sophisticated financial models that provide financial analysis and decision support to senior leadership on key business decisions
- Responsible for the preparation and production of financial information related to divisions
Qualifications for planning & analysis
- Seven years experience in the Finance/Accounting area, with solid background in business planning and financial analysis
- SAP BW/BPS/BCS experience strongly preferred
- BA/BS degree in Accounting, Finance, Economics or related field required
- Previous experience in public accounting and/or the entertainment industry strongly preferred
- Working knowledge of Excel, Power Point, Clarity and Oracle is desirable
- Prior database and analytic experience a plus
5
Planning & Analysis Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of 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 planning & analysis
- Ability to use initiative with the confidence to suggest improvements to current procedures
- Act as partner and advisor to the businesses and support areas
- Participate in special projects and ongoing automation enhancements
- Participate in Basel II and III reconciliations and Data Quality checks
- As an intern your tasks will be divided between monthly reporting and variance analysis, various projects
- Participate in financial closing procedures for management reporting
- Develop and maintain Nuveen operational and financial model to support long term planning efforts
- Assist with monthly forecast process
- Serve as “chief financial officer” to senior leadership team for key market-facing corporate functional business units (e.g., e-Commerce, Tire Buyer, Marketing, Tire Pros business units, and emerging B2B and B2C ventures) financial support to Transformation and Strategy teams
- Directs and coordinates the annual budget and monitoring process
Qualifications for planning & analysis
- Familiarity with financial instruments and valuation techniques
- University degree preferably in Accounting or Business Administration
- Professional certification of CPA &/or MBA required
- High proficiency with Hyperion financial management systems strongly preferred
- 5-7 years combined experience in in progressive roles within Finance &/or other business functions
- Experience with JD Edwards ERP and database management a plus