Director of Financial Planning

4 weeks ago


New York, United States Brewer Morris Full time

The Senior Manager of Financial Planning and Reporting will support the Vice President – Finance/CAO and demonstrate a creative and analytical approach to problem-solving and/or decision support with analyses and reports. Will be responsible for working on an independent basis developing the annual budget’s financial projections, modeling simulations and pro-forma budgets and financial reports and may assume a team lead role.


Major Responsibilities:

  1. Analyze data and create reports on an ongoing or ad-hoc basis utilizing Microsoft Excel or other software with a creative, analytical approach to problem-solving and/or decision support.
  2. Develop financial projections, modeling, simulations along with proforma budget and financial reports independently.
  3. Obtain an in-depth knowledge of Oracle CONNECT, Workday, Salesforce, AS400 and other software programs as they apply.
  4. Under the direction of the CAO, supervises the budgeting process:
  • Monthly progress of individual branch budgets
  • Preparation of guidelines
  • Budget preparation and training
  • Analyze budget proposals
  • Budget reporting

5. Directs the preparation of annual financial statements, with the independent Certified Public Accountants

6. Internal and/or external compliance reporting relating to bonds, loans and other areas as required.

7. Work closely with branches and departments to ensure all needs are met.

8. Other duties as assigned.



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