Senior Financial Planning Job Description

Senior Financial Planning Job Description

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Senior financial planning provides analysis of US GAAP and Economic results to Financial Planning & Analysis and wider EMEA Finance teams.

Senior Financial Planning Duties & Responsibilities

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

Sample responsibilities for this position include:

Develop and maintain financial models to streamline and automate forecasting, budgeting, and strategic planning support, working with macros in Excel to pull from and load to Hyperion
Develop advanced reports and dashboards in Excel from various data sources
Support the annual budget process by reviewing operating unit submissions and providing written analysis supporting the quarterly estimate and forecast process
Oversee the preparation of budgets, forecasts, long-range plans, and capital expenditures analyses
Oversee consolidation of financial results from SAP
Gather information for inclusion in quarterly financial reports and other reports as required
Analyze financial statements and provide variance explanations, as needed
Support corporate development, pricing and other strategic initiatives
Assist with the development of KPIs and dashboard reports
Assist with data mining and clean-up for the first 3-6 months (Approximately 25%)

Senior Financial Planning Qualifications

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

Licensing or Certifications for Senior Financial Planning

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

Education for Senior Financial Planning

Typically a job would require a certain level of education.

Employers hiring for the senior 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, Business, Business/Administration, MBA, Economics, Education, Management, Financial Planning, Mathematics

Skills for Senior Financial Planning

Desired skills for senior financial planning include:

Excel
Direct experience with Ellucian Banner systems
Basic accounting principles
Microsoft Excel
Financial planning software
Financial services
GAAP
US GAAP
Budget planning
Business Objects

Desired experience for senior financial planning includes:

Must have knowledge corporate financial statements or some Accounting experience preferred
MBA, CPA, or other advanced certification preferred
Experience providing financial support to IT function preferred
Proficient in MS-Office, Essbase, Hyperion Financial Management, and Hyperion Enterprise
Capacity to analyze complex problems and makes decisions in a timely manner
ACA/ACCA/CPA/CIMA qualified - 3 to 4 years' pqe in a multinational industry setting at a minimum

Senior Financial Planning Examples

1

Senior Financial Planning Job Description

Job Description Example
Our growing company is looking to fill the role of senior financial planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior financial planning
  • Review and identify risk and opps to head office marketing and mastering costs
  • Track expenses and revenues vs
  • Lead the financial planning and analysis organization and partner with the management team, both at the, functional and executive management levels, to provide value-added insight into the business
  • Provide a high level thought process to drive improvement
  • Implement best practices for the corporate planning and forecasting function the broader FP&A function
  • Support the development of accurate corporate SG&A budgets and forecast and identify savings opportunities
  • Maintain effective communication within team and coordination with international offices and other departments
  • Lead the preparation of the financial presentation to Board of Directors
  • Lead the preparation of the monthly reporting package and variance analysis to executive management and other stakeholders
  • Lead discussions and oversee the development of analyses to support company initiatives and/or financial decisions
Qualifications for senior financial planning
  • Minimum of 8 years of experience in Finance, Accounting or related field
  • Bachelor degree in Finance, Accounting, Business Administration, or Economics required
  • Minimum 3 years corporate financial experience, consulting or public accounting experience a plus
  • Able to both take direction and show initiative
  • Work collaboratively with business-unit finance teams and other departments
  • Ability to multi-task and meet deadlines in fast-paced, private equity backed environment
2

Senior Financial Planning Job Description

Job Description Example
Our company is looking for a senior 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 senior financial planning
  • Conduct special project work as needed
  • Service internal customers in marketing, sales and overheads cost centers during the preparation of their budgets to ensure timely submission of budget data, in the monitoring/analysis of their respective budget
  • Support the WW US Consolidation System which includes US to WW BPC Reconciliations/Troubleshooting and Coordination (P&L, HC)
  • Drive transparency and accountability with Diabetes Leadership team and direct reports – delivering greater insight to budgets and delivering to target
  • Support FP&A US Close – Lead OI&E/Admin quarterly review process with Finance team and Business Partners
  • Support the WW Diabetes Head Count Reporting Commentary and Dashboard Tie-Out
  • Support US Diabetes (MRC 1520) Collection & Alignment prior to U.S. BRAVO submission, J&J Corporate Commentary Collection (including Consumer Med Tech reporting), and Collaboration with HR Director during Forecast & Actual reporting cycles
  • Have responsibility for FP&A US Closing & SOX which includes Intercompany reconciliation and alignment, Cycle Ownership (BVA, FROALIE), and Balance Sheet Recs
  • Act as a main contact for 3rd party for Monthly Performance Review meetings and Transition coordination / liaison
  • Lead the execution of financial planning and development of forecasts (Multi Year Plan, Operating Plan)
Qualifications for senior financial planning
  • Minimum 1-2 years in a planning role
  • Bachelor’s Degree in Finance, Accounting, Business or Economics, MBA is preferred
  • Ability to work independently and adapt to the changing needs of the division
  • Excellent communication skills and ability to interface with all levels within the organization
  • Ability to prioritize, manage work effectively and work well under time constraints
  • Must have a Bachelor’s degree in Finance, Accounting, or Business Administration
3

Senior Financial Planning Job Description

Job Description Example
Our innovative and growing company is looking for a senior 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 senior financial planning
  • Provide timely insight to forecast revisions through Driver Based Forecast
  • Ad hoc financial analysis across functions in support of business decisions
  • Liaise with other financial functions to ensure key FP&A deliverables are completed with high quality and on-time
  • Develop new reporting, models and analytical tools to improve the efficiency and effectiveness of monitoring business unit performance
  • Perform other special projects as assigned related to in-depth expense, headcount and capital spending analysis
  • Provide financial support to assigned key projects and initiatives
  • Assist in development of Board of Directors and executive management presentations
  • Consolidate financial results for US Retail Organization
  • Produce Management Information reporting for Senior Business Partners
  • Create and review management reports, ensuring financial information has been recorded accurately
Qualifications for senior financial planning
  • Prior experience with MicroStrategy and SAP ERP is a plus
  • Bachelor’s Degree in Accounting, Finance, Economics, or Business Administration (required)
  • Management Consulting, Public Accounting and/or internal audit
  • Hands-on experience with budgeting, long-term plans, and strategic decision support
  • SAP (including Business Warehouse)
  • Excellent interpersonal skills and ability to communicate with finance and non-finance departments
4

Senior Financial Planning Job Description

Job Description Example
Our growing company is looking for a senior financial planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior financial planning
  • Lead the enterprise market valuation process
  • Applies proven financial modeling and database skills to support business analysis and exception reporting
  • Provide strategic pricing analysis and insights
  • Provides financial ad-hoc support as needed
  • Lead a team of 5 Financial Analysts
  • Leading the budgeting, forecasting and planning processes, working cross-functionally to influence stakeholders
  • Leading monthly reporting processes related to forecast and business review reporting requirements
  • Monitoring and reporting financial performance
  • Developing tools for early identification of operational opportunities and making recommendations
  • Aligning and building partnerships across functional areas to raise awareness of financial performance and promote communication of regional issues
Qualifications for senior financial planning
  • Self motivated, flexible and high level of initiative
  • Ability to understand the business and the key drivers of succes
  • A minimum of a BS/BA in Finance, Accounting or Business is required
  • Must have a minimum of 4 years of finance and/or accounting experience
  • Ability to execute under aggressive deadlines
  • Accounting major (B.Com) & MBA (Finance), preferable
5

Senior Financial Planning Job Description

Job Description Example
Our growing company is hiring for a senior 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 senior financial planning
  • Participating in the evaluation and review of major capital investments
  • Support the system upgrade project for the forecasting tool ‘SMART’ partner with IT project leads to provide business user feedback and perform testing
  • Manage corporate wide projects such as cash flow modeling, long-term strategic plan models, or cost cutting initiatives
  • Actively involved with consolidating, analyzing, and synthesizing large amount of complex financial and non-financial information from numerous suppliers from Chief Accountants Office (CAO) and other stakeholders across Investment Division to compile high-quality and insightful monthly and quarterly reports
  • Prepare high-quality monthly and quarterly report, dashboards and presentations to the business unit and division CFOs and the Investment Division Executive Committee (IDEC), and ultimately Group Finance and MFC Executive Committee (EC), enabling meaningful discussion of business results, financial outlook and supporting informed decision-making
  • For each reporting & plan cycle, analyze operating performance of home and affiliate offices to evaluate business risks & opportunities
  • Prepare management reports (green books and blue books) for WBCP operations
  • Update and prepare revenue and expense templates for each planning cycle
  • Proactively participate in budgets’ and forecasts preparation for respective function within the company, review targets with business objectives by financial analysis to support management's decision-making process
  • Supports annual budget development, long-term Business Development Plan (BDP) activities, quarterly Management Discussion Meeting (MDM) and Latest Estimate (LE) analysis and reporting for the Business unit
Qualifications for senior financial planning
  • 5-7 years of financial reporting experience in forecasting, Budgeting and Variance Analysis
  • Familiarity with Business Intelligence Tools –OBIEE, Hyperion, Cognos, ENCORE, RADAR, would be an asset
  • Experience with working with ERP
  • Excellent analytical skills to interpret and relate financial data so that the resulting comments describe the key risks and drivers
  • Captive/Multinational experience (pre-requisite), adaptable to varying cultures
  • Strong analytical and financial reporting skills to understand forecast vs

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