Financial Planning Manager

Overview

• Lead financial planning and analysis initiatives, focusing on revenue forecasting and strategic decision-making to drive organizational growth and success.
• Collaborate with cross-functional teams to ensure data accuracy and optimize reporting processes for enhanced business insights.
• Provide actionable insights to senior management, influencing strategic direction and financial outcomes effectively.
• Engage in a hybrid work environment, balancing flexibility with impactful collaboration opportunities.
• Drive innovation and continuous improvement in financial processes and analytics across the organization.
• Contribute to ad-hoc projects, ensuring timely and effective responses to dynamic organizational needs.
• Support strategic initiatives, including performance reviews and KPI analysis, aligning efforts with organizational objectives.

Key Responsibilities & Duties

• Develop and maintain detailed revenue forecasting models to support strategic planning and decision-making processes.
• Analyze financial results, identifying key variance drivers and summarizing performance trends for stakeholders.
• Prepare executive-level review materials, delivering strategic insights and actionable recommendations.
• Collaborate with portfolio managers and teams to validate assumptions and enhance reporting accuracy.
• Lead strategic projects, including segment reporting and performance metrics analysis, ensuring alignment with organizational goals.
• Ensure compliance with organizational policies and adapt to evolving schedules and priorities effectively.
• Support senior management with ad-hoc requests, delivering timely and impactful solutions to complex challenges.

Job Requirements

• Bachelor’s degree in a relevant field is required; advanced degrees are advantageous.
• Minimum 10 years of experience in financial planning or analysis; 15 years preferred.
• Proficiency in financial modeling, data analytics tools, and strategic reporting techniques.
• Strong analytical skills with attention to detail, driving actionable business insights effectively.
• Experience in preparing executive-level materials and collaborating with senior leadership teams.
• Ability to thrive in a hybrid work environment, balancing remote and in-office responsibilities seamlessly.
• Excellent communication and interpersonal skills for effective cross-functional collaboration and stakeholder engagement.