Financial Planning & Analysis Manager

After appropriate training and practice the employee demonstrates proficiency in the following:

• Works with senior management and business units to determine strategic objectives and identify opportunities to meet these goals.

• Supervises team of analysts who are assigned business units, including compiling and analyzing all financial information.

• Prepares financial and business-related analysis and research in such areas as financial and expense performance, rate of return, risk analysis, etc.

• Coordinates & manages the monthly financial review package to management, board and lenders, including commenting on variance to plan, forecast and prior year.

• Analyzes financial and operational data, draws conclusions and presents recommendations on decisions and actions.

• Analyzes and reports on key drivers of business and company performance, including monthly and quarterly results and variance analysis.

• Performs sensitivity, scenario and what-if analysis, as well as analyzes the financial impact of changes in business and new business opportunities / acquisitions.

• Provides high-level performance “dashboard” quality reports to senior management or executive team.

• Coordinates, facilitates, and leads the preparation of annual planning process, including but not limited to, annual budget, operating plans, forecasts, in consultation with the Business Leaders(s).

• Prepares consolidated forecasts and budgets, and analyzes trends in revenue, expense, capital expenditures and other related areas.

• Leads various analyses (i.e. ROI, NPV, and IRR)

• Partners with senior and executive management on ad hoc analyses, special projects and Board of Director meeting preparation.

• Researches, analyzes and synthesizes data from multiple sources into business information as directed and by self-identification of business information needs.

• Maintains and coordinates group completion of financial review templates and meetings.

• Carries out performance analysis and reporting.

• Partners with the business leader to provide input and guidance on business issues and to provide strategic financial input and leadership on decision-making issues affecting the line(s) of business, including commenting on variances to plan, forecast and prior year.

• Works with business users to refine and improve current reporting and analysis often performing ad hoc reporting to satisfy end users.

• Performs month-end review of results to ensure accuracy.

• Performs departmental work on special projects in cost savings, revenue analysis, and other projects as assigned by management.

• Assists in revenue, expense, and cash flow projections and expense saving opportunities within all areas of the forecast models.

• Analyzes projections with respect to various operating strategies, shareholder value measures, and other metrics or objectives.

• Analyzes actual results to understand variances, and revises projections as appropriate.

• Delivers presentations to various levels of management about financial planning and analysis.

• Develops and updates models and methods to analyze volume and margin trends to develop both short and medium-term forecasts.