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Manager, Financial Planning

4 months ago

Minneapolis, Minnesota, United States Carlson Wagonlit Travel Full time

CWT is one of the world's leading digital travel management companies and as a Business-to-Business-for-Employees (B2B4E) travel management platform, companies and governments rely on us to keep their people connected - anywhere, anytime, anyhow - and across six continents, we provide their employees with innovative technology and an efficient, safe and secure travel experience.

Finance & Strategy partners with the entire organization, including HR, Technology, Legal, Customer, and Traveller Experience, to provide accurate financial information and meaningful insights. The group serves as guardians of the company's assets, upholds ethical financial standards, and equips leaders to make business decisions.

The team is responsible for risk management, internal audit, supplier revenue, tax, insurance and investor relations, finance operations, corporate financial planning and analysis, strategy and business insights, and procurement and facilities.

Position Overview

Finance & Strategy is seeking a Manager, Financial Planning & Analysis

Position Description

Support the business by providing financial analysis across a broad range of business topics including operational performance, financial planning and budgeting, operating analytics, and business forecasting. This role is part of our U.S.-based Corporate Financial Planning & Analysis department with responsibilities including:

  • Partner with senior executive leaders to drive understanding of financial results and recommend operational actions to optimize performance
  • Build financial models to support strategic business decision-making, long-range planning & forecasting, as well as project-specific investments
  • Develop financial reports to analyze and communicate drivers of operational and functional financial results, as well as projecting future performance
  • Effectively communicate the drivers of key business issues and the financial impacts of proposed initiatives or business decisions
  • Develop best practices and processes for financial business partnership. Ensure consistent and effective methods are used across the business.
  • Provide insightful analysis, recommendations and data-driven analysis to help address complex business issues and system & process improvements in collaboration with other Finance leaders.
  • Consistently deliver year-over-year improvement in financial analysis and business support that leads to improved financial outcomes. Partner with the Finance leadership team to ensure optimal utilization of resources consistent with CWT's mission
  • Serve as a key advisor Finance leadership on all operational business matters and financial results
  • Leverage analytics to monitor key performance indicators across finance and related functions
  • Identify key functional objectives, measure, and report on progress
  • Partnering with IR to assist in the creation of external disclosures, including monthly performance & messaging, quarterly presentations & earnings script, as well as Q&A preparation
  • Analyze competitor business models via financial announcements and analyst day events
  • Manage quarterly conference call responsibilities including earnings slides, executive script assistance, press release drafting sessions, financial modeling and conference call Q&A preparation and transcript approval
  • Regular investor meetings/phone calls, responding to investor inquiries, analyst estimates
  • Ad Hoc presentations for CFO and VP's as needed, including analyst research summaries
  • Maintain and develop presentations and related scripts for investors, investor conferences, road shows, corporate communications and other activities
  • Support VP of Investor Relations in discussions with and responses to investors
  • Liaise with cross-functional teams to deliver superior support to investors and internal stakeholders
  • Perform other duties as assigned

#LI-onsite

Qualifications

Position Requirements

  • At least 7 years of full-time work experience in finance, accounting, investor relations, or strategy; 5 years of Corporate FP&A experience preferred
  • Bachelor's degree in finance, economics, accounting, or a similar analytical field; MBA degree in Finance is preferred
  • Strong financial statement understanding, highly developed analytical skills, as well as technical finance knowledge (NPV, DCF, budgeting and forecasting)
  • Excellent knowledge of financial planning & analysis processes, systems, and practices
  • Strong decision-making and influencing skills as a result of credibility and functional expertise.
  • Strong leadership, relationship, and partnership-building skills
  • Ability to work effectively and thrive in a fast-paced, changing environment to identify issues in a timely manner, communicate them proactively to key stakeholders, and take the necessary steps to drive to a solution
  • Ability to present financial, accounting, and operational information using relevant managerial reports, such as analysis of performance and profitability, to interpret data and trends; and to harness information to measure operational improvements
  • Ability to work effectively with different constituencies
  • Ability to work independently, and influence actions without direct authority
  • Robust Excel and data modeling skills
  • Excellent presentation and verbal communication skills
  • Highly organized, detail-oriented, and able to manage multiple cross-functional projects

CWT is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

CWT also offers opportunities to all job seekers including job seekers with disabilities. If you need reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to. In your email, please include a description of the specific accommodation you are requesting and a description of the position for which you are applying.

Primary Location: MinneapolisWork Arrangement: Office - CWTEmployment type: StandardJob Family: Financial Planning & AnalysisScope: GlobalTravel: NoShift: Day JobOrganization: FinanceExperience Level: 7 to 10 yearsJob Posting: May 6, 2024 As an Equal Opportunity Employer/Affirmative Action employer, the organization will not discriminate in its employment practices due to an applicant's race, color, religion, sex, national origin, veteran status, disability status, sexual orientation, gender identity or any other federal, state or local protected class