Manager Financial Planning

3 weeks ago


Philadelphia, United States Good Shepherd Penn Partners Full time
  • JOB SUMMARY
  • As a member of the Finance team, the Manager Financial Planning & Analysis will work closely with other members of the Finance Team and leadership across various departments to develop reports, perform data analysis, and provide recommendations to ensure data-driven financial decisions are made. Assume responsibility for the timely development, updating, and reporting of key operating metrics and month-end financial variance reporting.
  • ESSENTIAL FUNCTIONS
  • Leads planning and budgeting process.
  • Monitors budget assumptions.
  • Responsible for the distribution of the monthly internal financials and analyzing actual to budget variances .
  • Responsible for the monthly variance analysis for each business unit.
  • Prepares daily, weekly, monthly scorecards and supports strategic planning.
  • Supports operational initiatives and managers' operational planning.
  • Prepares 5-quarter rolling forecast .
  • Monitors and disseminates metrics that matter.
  • Responsible for the creation of ad hoc financial and variance reports.
  • Understand, track and distribute daily, weekly, and monthly key operating indicator (KPI) results to operational leaders.
  • Assist in the identification of appropriate business metrics in support of organizational short and long-term goals.
  • Develop financial reports, dashboards, models and cost projections.
  • Research and prepare variance analysis and explanations.
  • Research and resolve Business Unit(s) financial inquires.
  • Update monthly financial variance reports and re-forecasting models.
  • Manage and drive special projects, as needed.
  • Complete assigned tasks related to the financial close process.
  • Provide assistance in the completion of annual budgets and financial forecasts.
  • Improve reporting efficiency and standardization.
  • Develop and strengthen forecasting models, statistical methods, and automation.
  • Work with key service line leaders to improve and or develop internal analytical tools, and identify available data to assist in meeting service line goals.
  • Work with Excel, Access, and SQL to manage and gain insights from various data sources.
  • Conduct ad-hoc analysis as needed to support others on the Finance team, as well as organizational leadership.
  • Monitors data science trends, emerging tools, and technology to continually improve frameworks, processes and best practices in data collection, analysis, and reporting.
  • QUALIFICATIONS:
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Education
  • Bachelor's Degree in Accounting, Finance, or equivalent education required.
  • Work Experience
  • Minimum five (5) - six (6) years of experience in a role encompassing both accounting/finance and financial analysis.
  • Licenses / Certifications
  • N/A
  • Skills & Abilities
  • Excellent reporting, presentation, and communication skills with solid attention to detail.
  • Ability to present financial information to non-financial audience.
  • Advanced analytical thinking and problem-solving skills.
  • Skilled in use of presentation, and visualization tools.
  • Advance proficiency with Excel spreadsheets required.
  • Working knowledge of SQL and Access databases.
  • Able to meet established deadlines and manage several projects simultaneously.
  • Strong organizational skills.
  • Ability to work independently, with minimal guidance.
  • Detail-oriented and able to perform in a high-pressure environment.
  • Ability to work with individuals in a variety of positions within the organization.
  • Demonstrates a collaborative team-oriented approach.


  • Philadelphia, United States Good Shepherd Penn Partners Full time

    JOB SUMMARYAs a member of the Finance team, the Manager Financial Planning & Analysis will work closely with other members of the Finance Team and leadership across various departments to develop reports, perform data analysis, and provide recommendations to ensure data-driven financial decisions are made. Assume responsibility for the timely development,...


  • Philadelphia, United States Good Shepherd Penn Partners Full time

    JOB SUMMARYAs a member of the Finance team, the Manager Financial Planning & Analysis will work closely with other members of the Finance Team and leadership across various departments to develop reports, perform data analysis, and provide recommendations to ensure data-driven financial decisions are made. Assume responsibility for the timely development,...


  • Philadelphia, United States Good Shepherd Penn Partners Full time

    JOB SUMMARYAs a member of the Finance team, the Manager Financial Planning & Analysis will work closely with other members of the Finance Team and leadership across various departments to develop reports, perform data analysis, and provide recommendations to ensure data-driven financial decisions are made. Assume responsibility for the timely development,...


  • Philadelphia, United States Good Shepherd Penn Partners Full time

    JOB SUMMARYAs a member of the Finance team, the Manager Financial Planning & Analysis will work closely with other members of the Finance Team and leadership across various departments to develop reports, perform data analysis, and provide recommendations to ensure data-driven financial decisions are made. Assume responsibility for the timely development,...


  • Philadelphia, United States QUAD, a SolomonEdwards Company Full time

    Manager of FP&A A top client in Philadelphia seeks a Manager of FP&A. This is a newly created position due to growth. The incumbent will be involved with strategy, metrics, pricing, annual planning, financial results and forecasts & must be comfortable presenting to Board of Directors. He or she must have: BS in Business, Finance, Accounting, advanced...


  • Philadelphia, United States QUAD, a SolomonEdwards Company Full time

    Manager of FP&A A top client in Philadelphia seeks a Manager of FP&A. This is a newly created position due to growth.The incumbent will be involved with strategy, metrics, pricing, annual planning, financial results and forecasts & must be comfortable presenting to Board of Directors. He or she must have:BS in Business, Finance, Accounting, advanced degree...


  • Philadelphia, United States Dechert Full time

    This position will be responsible for overseeing the day-to-day information and analytical needs of the firm. Relying on a high level of professional services business acumen, strong financial analysis experience, and heavy technical skills, this role supports the partnership, practice groups, and other administrative teams. This person will report to the...


  • Philadelphia, United States Creative Financial Staffing Full time

    Financial Reporting Manager - Hybrid in Philadelphia, PA! 115-125K + 15-20% Bonus About the Company: Ready for an exhilarating career move? Our client is a trailblazing logistics infrastructure company, revolutionizing the way business is done across the nation. With offices spanning the country, we cater to some of the globes most prominent players in...


  • Philadelphia, United States Creative Financial Staffing Full time

    Financial Reporting Manager - Hybrid in Philadelphia, PA! 115-125K + 15-20% Bonus About the Company: Ready for an exhilarating career move? Our client is a trailblazing logistics infrastructure company, revolutionizing the way business is done across the nation. With offices spanning the country, we cater to some of the globe's most prominent players in...

  • Finance Manager

    21 hours ago


    Philadelphia, PA, United States CrimsonXT Full time

    CrimsonXT is currently seeking a Chief Financial Officer (CFO) to join an innovative Series A CleanTech start up, poised to revolutionize the industry. The selected CFO will hold a pivotal role in shaping the company's financial trajectory and fostering its growth. Serving as a vital member of the executive leadership team, the CFO will be tasked with...

  • Finance Manager

    20 hours ago


    Philadelphia, PA, United States Inizio Partners Full time

    Our client is a global public pharmaceutical company that specializes in dermatology & aesthetic medicine. They collaborate with research institutions and other pharmaceutical companies to advance medical research and development. CFO US will assume overall responsibility for finance, accounting, and IT functions. As the strategic partner to the General...


  • Philadelphia, United States Robert Half Full time

    We are looking for a Financial Planning & Analysis (FP&A) Analyst for our Philadelphia office (hybrid position). The analyst will support both management and the accounting department by analyzing data and preparing reports that convey key financial performance insights. The FP&A team is central to the organization, and this role is crucial for providing...


  • Philadelphia, United States Robert Half Full time

    We are looking for a Financial Planning & Analysis (FP&A) Analyst for our Philadelphia office (hybrid position). The analyst will support both management and the accounting department by analyzing data and preparing reports that convey key financial performance insights. The FP&A team is central to the organization, and this role is crucial for providing...


  • Philadelphia, PA, United States Fulton Financial Corporation Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning,work-life integration, and...

  • Financial Planning

    21 hours ago


    Philadelphia, United States WTW inc. Full time

    This role will support the WTW Finance organization with the opportunity to work across Segment and Geography Finance, Global Financial Planning and Analysis (FP&A), Global Finance Operations, and other key Finance functions and departments by taking on process improvement, reporting, and analytical projects to assist business and corporate function...


  • Philadelphia, United States CBIZ Private Equity Advisory Full time

    CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a...


  • Philadelphia, United States CBIZ Private Equity Advisory Full time

    CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a...


  • Philadelphia, United States CBIZ Private Equity Advisory Full time

    CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a...


  • Philadelphia, United States FirstPRO Full time

    Financial Analyst A growing firm HQd right outside Philadelphia is seeking a Financial Analyst for a newly created role. This is a traditional FP&A role that will focus on budgeting, forecasting and financial modeling. Strong communication skills are a must as this role will frequently present to senior leadership. Responsibilities: Update and maintain...


  • Philadelphia, United States firstPRO, Inc Full time

    Financial AnalystA growing firm HQ’d right outside Philadelphia is seeking a Financial Analyst for a newly created role. This is a traditional FP&A role that will focus on budgeting, forecasting and financial modeling. Strong communication skills are a must as this role will frequently present to senior leadership.Responsibilities:· Update and maintain...