Strategic Financial Planning Manager
1 day ago
We are estimating a salary of $120,000 per year for this position based on national averages and industry standards.
This role requires advanced Excel expertise, exceptional analytical skills, and the ability to effectively communicate insights to stakeholders. The ideal candidate will have over 5 years of experience in financial planning and analysis.
The successful candidate will be responsible for preparing and managing financial forecasts, developing and maintaining KPI dashboards, and collaborating with business units to create and update forecasts. Additionally, they will execute and manage change request processes, prepare and analyze cash flow forecasts, conduct profitability analyses, perform gap analysis, and create Excel-based financial models for scenario planning and strategic decision-making.
Key Responsibilities:
- Prepare and manage financial forecasts, including reconciliation of budget vs. actuals.
- Develop and maintain KPI dashboards to track business performance and key metrics.
- Collaborate with business units to create and update forecasts, ensuring alignment with organizational goals.
- Execute and manage change request processes, ensuring financial impacts are evaluated and addressed.
- Prepare and analyze cash flow forecasts to optimize resource allocation and liquidity planning.
- Conduct profitability analyses to identify trends and opportunities for improvement.
- Perform gap analysis to compare actual performance with expected outcomes, identifying root causes and suggesting corrective actions.
- Create Excel-based financial models for scenario planning and strategic decision-making.
- Prepare and deliver high-quality presentations for meetings and conferences, showcasing analytical insights and recommendations.
- Assist in the preparation and presentation of comprehensive financial reports for management.
- Build and maintain strong relationships with business stakeholders to support decision-making processes.
- Continuously improve financial models and processes to enhance efficiency and accuracy.
Required Qualifications and Skills:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 5+ years of experience in financial planning and analyst role
- Advanced proficiency in Excel, including complex modeling and data analysis.
- Strong analytical mindset with the ability to perform root cause analysis and deliver actionable insights.
- Proven experience in cash flow forecasting and profitability analysis.
- Excellent verbal and written communication skills to effectively convey financial data to stakeholders.
- Ability to work collaboratively and independently in a fast-paced environment.
- Detail-oriented with a proactive approach to problem-solving.
Preferred Qualifications:
- Professional certifications such as M.B.A - Finance, CA, CFA, CMA, or CPA are a plus.
- Familiarity with data visualization software or tools (e.g. Power BI) is an advantage.
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