VP Financial Planning Job Description

VP Financial Planning Job Description

171 votes for VP Financial Planning
VP financial planning provides financial analysis and advice to management in accounting, Corporate investments, cost analysis, product pricing, financial/tax reporting and related financial areas.

VP Financial Planning Duties & Responsibilities

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

Sample responsibilities for this position include:

Partner with the key stakeholders from across Risk and the Finance Controllers Group to develop an annual headcount and expense budget to support key regulatory deliverables and initiatives
Provide expert finance support
Consolidation and review of Enterprise Technology planning and forecasting processes
Provide oversight on budgeting
Run FP&A
Assist with analysis around business development
Conceptualize new business initiatives
Oversee budget planning
Lead in the development and execution of the Company’s financial planning process including annual plans, monthly and quarterly forecasts, its long-range financial plans in close partnership with the financial leadership team
Direct the timely comparison of actual results to plans and prior year results for the purpose of identifying and communicating areas that may require additional focus

VP Financial Planning Qualifications

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

Education for VP Financial Planning

Typically a job would require a certain level of education.

Employers hiring for the VP 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, Graduate, Financial Planning, Business/Management

Skills for VP Financial Planning

Desired skills for VP financial planning include:

Credit union operations
Managing financial investments and appropriate investing regulations
Spreadsheet and word processing software
Accounting and GAAP
Banking and the analysis and reporting of financial data
Economic and accounting principles and practices
Financial analysis and financial modeling
Financial markets
Financial reporting

Desired experience for VP financial planning includes:

Identifies business, financial and operational implications
BS/BA Degree + MBA, CFA or CPA
Experience working with a business in transition preferred
Must have the highest standards of accuracy, organization and precision and the ability to think creatively and strategically while acting tactically
Ability to roll-up sleeves and work with team members in a hands-on management capacity
Consolidation and review of Global Technology planning and forecasting processes

VP Financial Planning Examples


VP Financial Planning Job Description

Job Description Example
Our company is hiring for a VP financial planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for VP financial planning
  • Conduct industry analysis and competitive benchmarking
  • Define Key Performance Indicators (KPIs) for the Business and establish infrastructure to track / measure performance against KPIs on an ongoing basis
  • Build the financial planning, reporting, and analysis infrastructure for the Business, including budgeting processes and reconciliation to actual financial results, measurement and tracking of expenses incurred, and financial forecasting and modeling
  • Prepare financial reports and monitoring the financial performance of the Business
  • Build and maintaining valuations models for account level profitability calculations
  • Build NPV frameworks to evaluate investment decisions for technology, operations and marketing spend
  • Interface with GS internal groups on ALM, FTP, capital allocation, and NII measurements for the business
  • Incorporate regulatory capital modeling for the Business under CCAR, Basel III Standardized, Basel III Advanced, and GS internal approaches into broader financial planning, in conjunction with a designated team of GS internal professionals
  • Prepare management for discussions with regulators
  • Lead, develop, and supervise team members including those in adjacent teams
Qualifications for VP financial planning
  • History of developing business plans for new businesses / customer segments / geographies and following through to execution
  • Prior experience in creating frameworks for evaluating investment decisions and performing portfolio and account level profitability analysis
  • History of proactively identifying and resolving financial and operational risks in the context of a large and complex business
  • Strong familiarity with enterprise reporting and financial planning software systems
  • Strong familiarity with CCAR and Basel III frameworks applicable to large bank holding companies
  • Work with branches on leads generation

VP Financial Planning Job Description

Job Description Example
Our company is hiring for a VP 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 VP financial planning
  • Overall oversight of EMEA revenues including estimate, forecast, and plan
  • Consolidation and calculation of revenue for month-end processes, forecasting, and annual plan for material legal entities and regulatory stress testing
  • Perform variance analysis to understand key drivers of revenue performance flows, markets, performance
  • Enhance controls and streamline processes, optimizing efficiency while providing robust insight into the business
  • As a part of overall GIM Revenue P&A, deliver on projects to drive global consistency and capitalize on global synergies
  • Do “what if” scenario analysis for Markets, Flows and Performance Fees based on underlying performance assumptions
  • Partner with to senior management of corporate staff departments
  • Produce a monthly expense reporting package and present findings to senior management, including risks and opportunities to achieving budget targets
  • Develop tools to more efficiently track headcount and expenses across the various functional and regional Risk teams
  • Take a lead role in supporting the execution of a variety of ad-hoc cross-risk projects and initiatives at the request of senior management
Qualifications for VP financial planning
  • Must be registered TR [ General & Long Term (incl
  • CFP and FLMI designation would be an advantage
  • Minimum 6 years’ sales or support experience in bancassurance / insurance field, with solid experience in leading / supporting sales team in financial institution
  • Prior working experience in the Banking industry highly preferable
  • Proven ability to attract, recruit, motivate and retain the best talent
  • Strong leadership skills, able to both lead and participate in change

VP Financial Planning Job Description

Job Description Example
Our company is growing rapidly and is looking for a VP financial planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for VP financial planning
  • Enterprise economic modeling
  • Capital planning for the enterprise
  • Oversee forecast administrative expenses to products consistent with expense budgets and allocation methodologies
  • Work with LatAm planning team and local offices to improve the timeliness and consistency of the forecasting process, leveraging telephone and Webex meetings emails, in order to improve the flow of information and the consistency of process
  • Develop standardized budget vs
  • Lead the ongoing reporting of financial performance and variance identification and explanation via the monthly/quarterly preliminary Highlights, Management’s Discussion and Analysis and Monthly BPR and MDM processes
  • Identifies opportunities to improve financial performance within TAA by staying abreast and knowledgeable of industry trends and events impacting business performance (e.g., subscribing to and reviewing industry reports, visiting TAA sites)
  • Take a leadership role in the development of the Vision Strategy Plan (VSP) & Budget development and delivery, by establishing organized, logical, and efficient systems, tools, and templates to organize and optimize BU planning activity and accuracy
  • Coordinates the activities necessary to complete a comprehensive Global budget for TAA with business units, internal departments and external stakeholders (Corporate Analysis & Control, GBS)
  • Ensures metrics and reporting of key financial results across all TAA BU’s is aligned with WK Policy and reporting requirements
Qualifications for VP financial planning
  • Minimum of 5 years financial analysis and / or financial services experience
  • Proficient understanding of ACI managerial toolset
  • At least 5 years of experience, preferably in financial or resource management
  • Ability to build strong working relationships with key business partners
  • Desire to learn about risk management in a dynamic and fast-paced environment*LI-FQ1
  • 7-10 years of financial and economic analysis experience, with 5 or more years of those years of demonstrating progressively advanced strategic financial and economic analysis

VP Financial Planning Job Description

Job Description Example
Our growing company is hiring for a VP financial planning. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for VP financial planning
  • Maximise existing branch channels, while having a pivot to build-out digital channel
  • Together with Regional develop a range of campaigns that drive take-up rates and renewal rates, achieving total GWP targets within acceptable CIR ratios
  • Work with GI partner to ensure product shelf is adequate to support digital and cross-selling
  • Eco-system build that will be done together with Regional and Innovation
  • Work with eBusiness and franchise to market GI through their channels
  • Work with analytics to achieve data-driven decision making
  • Collaborate with IBG to work on opportunities to cross-sell to each other’s customer bases (work-site marketing will be a key initiative to execute via IBG)
  • Work with Regional and Innovative on Eco-system research and development
  • Proactively identifying opportunities to enhance the accuracy and transparency of our activity based costing model in order to better align our profitability analysis with the strategic business questions being asked by the Asset Management Operating Committee
  • Understanding model mechanics, data flow and the application of drivers and metrics in order to be able to explain this to CFOs (and/or business partners) as the 'translator' between model output and business input
Qualifications for VP financial planning
  • Considers industry, market and other external business factors when making decisions
  • Has a consistent track record of delivering on commitments
  • Excellent communication skills (written and verbal) at the executive level
  • Understanding of complex mathematical and financial models and complex thinking skills
  • Excellent communication skills with the ability to communicate effectively across cultures, departments and to senior leadership
  • 8+ years of experience highly relevant to the role

VP Financial Planning Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of VP 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 VP financial planning
  • Quarter end close – prepare all Commercial Banking required deliverables in coordination with Investor Relations team
  • Preparation of executive presentation materials for CFO and/or CEO including but not limited to business reviews, investor day/investor meetings, budget overviews, etc
  • Monthly/Weekly/Quarterly executive management reporting for the line of business
  • Tracking and analysis of key performance measures
  • Develop and implement digital marketing strategies with effective use of data, customer insights and channels to achieve desired business outcomes
  • Analyze web traffic metrics, monitor SEO/SEM performance and suggest solutions to boost digital presence
  • Understand customer journey
  • Oversee Financial Planning content
  • Conceptualise and manage regular customer seminars on investment, insurance and other relevant financial planning topics with internal and external partners
  • Lead, manage, compile and provide analysis toward Company planning, budgeting, forecasting, modeling and strategic planning activities in alignment with the Company’s strategic goals
Qualifications for VP financial planning
  • Experience with OLAP analysis tools (BPC, Hyperion)
  • Outstanding Excel modeling skills and a solid understanding of accounting principles
  • Must possess strong leadership qualities to motivate and persuade others to accomplish organizational objectives in a unified and fluent manner
  • Must be extremely conscientious and detailed-oriented
  • Strong knowledge of Excel (VLOOKUP, Pivot tables, macros) and PowerPoint
  • Accepting this Vice President officer level position at BCBSMN requires signing an Agreement Regarding Non-Disclosure of Confidential Information and Non-Competition as a condition of employment

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