Planning & Reporting Job Description

Planning & Reporting Job Description

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Planning & reporting provides SAP, BW, and/or BPC technical assistance to Finance team, including preparation of ad-hoc reports and maintaining reporting hierarchies.

Planning & Reporting Duties & Responsibilities

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

Sample responsibilities for this position include:

Guide the rest of the Finance team and other departments by researching and interpreting accounting policy
Partner with Wireless Finance teams on key business trends and analysis
Assist in the monitoring and understanding of pending transactions and accounting issues industry and regulatory developments to assess the potential impact on statutory results and capital
Manage and oversee the daily operations of the Finance department, including managing a staff of 1-2 analysts and Accounts Payable
Responsible for maintaining and distributing key forecast reports each month and reviewing with senior management
Responsible for an executive view of the top digital accounts and monthly reviews with senior management
Continue to develop best practices in how sales are reported to the various business units by generating and providing global sales reports to the territories, Global Digital Business Group and senior management
S/he will conduct deep dive analysis on special projects (focused on topics such as market share, frontline/catalog) and provide support to the partner development team with regards to any ad hoc project requests
Identify trends in the data and overall digital landscape to build more robust forecasting models
Assist with developing company-wide data management and reporting policies

Planning & Reporting Qualifications

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

Licensing or Certifications for Planning & Reporting

List any licenses or certifications required by the position: CPA, PMP, SAP, GSO, TAFE, MBA

Education for Planning & Reporting

Typically a job would require a certain level of education.

Employers hiring for the planning & reporting job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Business/Administration, MBA, Education, Engineering, Mathematics, Computer Science

Skills for Planning & Reporting

Desired skills for planning & reporting include:

Relevant finance tools and systems
ERP equivalent
Identifying risks and in implementing controls
SAP
Specifically BI/BPC
Specifically BI/BPC SAP
Accounting
Finance
Microsoft Office
Accounting principles

Desired experience for planning & reporting includes:

7 years in pricing and inventory management for Latin America broadcast or major cable network
Strong communication/presentation skills (verbal and written) in English and Spanish are a must
Proven ability to manage and execute multiple tasks simultaneously
Strong analytical and corporate financial skills, with excellent attention to detail and fluency in media math
Strong interpersonal skills with the ability to interface with all levels
Collaborate with team members in Sony Music's London office

Planning & Reporting Examples

1

Planning & Reporting Job Description

Job Description Example
Our growing company is looking for a planning & reporting. 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 & reporting
  • Forecasting and reporting for internal and external stakeholders
  • Optimisation of returns and capital through analysis and planning
  • Coordination of tax support for group-wide and / or strategic projects
  • Associated governance, control and risk management
  • Provide financial knowledge and assist the Associate Director in various Wireless revenue projects
  • Preparing journal entries, analyze month end revenues KPI and work with the business to provide insightful business driver rate/volume explanations for budget and prior year variances
  • Work closely with Operations to understand and evaluate key business trends/ratios and to ensure the accuracy and integrity of financial reported results budgets
  • Assist in the preparation of monthly and annual forecasts
  • Provide ad-hoc reports and analysis as required
  • Work with business partners to identify/validate key business results and provide sound recommendations
Qualifications for planning & reporting
  • 5-7 years minimum post University experience in industry analytics role and/or Investment Banking or Consulting
  • Master’s Degree in Economics, Marketing or similar
  • Previous experience in consultancy/auditing will be considered a plus
  • Excellent computer skills required (especially Excel and Power Point)
  • General knowledge of the financial industry and the Canadian/U.S. economy
  • Excellent quantitative, analytic skills and financial modeling skills
2

Planning & Reporting Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of planning & reporting. 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 & reporting
  • Develop, maintain and analyze major strategic business cases
  • Prepare selected financial and operational reports to add insight and drive decision making
  • Support financial/strategic reviews with the Senior Management team
  • Conduct cost/benefit analysis and sensitivities in a timely and accurate manner
  • Obtain information from various internal and external systems and build financial models that make efficient use of data from various sources
  • Clarify and simplify project requirements and summarize for executive review
  • Build succinct presentations to successfully communicate findings to an executive audience
  • Work independently to prioritize and present various projects
  • Review monthly results vs
  • Identify risks and opportunities and incorporate into plans & forecasts
Qualifications for planning & reporting
  • Comfortable working with various financial systems and seasoned knowledge of Excel and PowerPoint
  • Business confidence, professional acumen, and self-motivated
  • Able to self-manage, successfully complete unstructured tasks, and is results oriented
  • Comfort in dealing with ambiguity and working on several deliverables simultaneously
  • Enjoys data mining and data research
  • Proactively looks for opportunities for business improvements
3

Planning & Reporting Job Description

Job Description Example
Our company is hiring for a 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 planning & reporting
  • Fully integrated in strategical and other main CRC decision to ensure alignment and execution
  • Schedule internal staff in order to meet quality targets while maximizing resources utilization
  • Implement process and practices that may ease the working conditions of the employees, in full respect of the business stakes
  • Prepare monthly analyses and reports for Executive Management and the Board of Directors, primarily related to EBIT, ROIC, EPS, Working Capital, Invested Capital, SG&A, , various adhoc requests
  • Liaise with other corporate functions as needed (e.g., Controlling, Treasury, Tax, Segments, ) to align results
  • Continuously analyze financial results, estimates and assumptions
  • Assist in the annual business planning process for all Segments and Operating Companies
  • Facilitate monthly cycle planning meetings and prepare cycle planning communications for the distribution team
  • Support the smooth execution of the SP&I process
  • Ensure reports are accurate and on time to meet regional guidelines
Qualifications for planning & reporting
  • Have a flexible schedule during peak periods
  • Excellent verbal and communication written skills
  • Experience working with senior levels of management (CEO, COO, CFO) an asset
  • Experience in leading and motivating teams of professional staff
  • 5 years in business planning
  • A graduate degree such as an MBA or professional designation such as a CPA/CMA/CA/CGA/CFA is an asset
4

Planning & Reporting Job Description

Job Description Example
Our company is hiring for a planning & reporting. 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 & reporting
  • Help with cycle planning, programme evaluation and end-market performance information
  • Contribute to regional strategy development by providing a long-term view on end-market opportunities and threats
  • Identify and recommend process improvements to make the cycle planning and communication process more effective
  • Assist Director in coordinating the planning process and activities for reporting purposes
  • Prepare ad-hoc department variance analysis reports and other projects as assigned
  • Maintain collaborative, customer-focused relationships across the division to facilitate timely resolution of issues during budget processes
  • Provides subject matter expertise, working on behalf of both Corporate and Divisional FP&A leadership to identify data requirements and appropriately leverage data
  • Develop new analytical capabilities
  • Provide business insight supporting advanced decision making
  • Provides division support to internal and external customers, including the Planning, Analysis and Reporting Lead, Corporate FP&A leads and Division Controllers
Qualifications for planning & reporting
  • Can demonstrate knowledge of the Banking Reform Act and the financial services industry
  • Proficient in preparing information packs and financial modelling
  • Highly capable in analysis and interpretation of data, being able to draw succinct and meaningful conclusions
  • Assist Manager - Financial Planning and Reporting in collecting and analyzing business unit input used for financial planning
  • Assist Manager - Planning and Reporting with financial planning direction and strategies
  • Professional financial analysis experience
5

Planning & Reporting Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of 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 planning & reporting
  • Working knowledge of Excel, TM1 and SAP
  • Tertiary qualification in a finance discipline with relevant work experience
  • Compliance to SOX and Accounting Framework
  • Relationship Management/Interface to service providers from Local and Regional Global Services (GS), Business Support COE (BSCOE), Tax COE and Compliance
  • Stakeholder management and ability to manage change
  • Strong sense of accountability to deliver on business results in a timely & accurate manner
  • Ability to make the complex clear and easily understood by others
  • Strong verbal/written communication skills and business acumen
  • Ability to recognize customer needs and build / maintain productive working relationships with others
  • Aptitude in thinking and acting beyond the scope of immediate role and responsibility
Qualifications for planning & reporting
  • CGA, CMA, CA professional accounting designation preferred
  • Skilled in relevant software Excel, Essbase (desirable), SAP, Walker, FMR, Word, PowerPoint and other packages
  • Advanced MS Excel, PowerPoint and other presentation software
  • 5-7 years of advanced functional skills in management reporting and business support
  • Advanced people management skills, with a focus on leadership
  • Active understanding of business issues

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