Manager, Financial Planning

4 weeks ago

Minneapolis, United States CWT 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 TalentAcquisitonAmericas@mycwt.com . 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 .

  • Manager, Financial Planning

    1 day 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...

  • Manager, Financial Planning

    1 day 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...

  • Head of Financial Planning

    1 week ago

    Minneapolis, Minnesota, United States StarTribune Full time

    The Star Tribune is the Upper Midwest's largest news organization, with audience numbers consistently in the top five in the country amongst regional and national peers. Building on an extraordinary legacy that includes seven Pulitzer Prizes and hundreds of other awards, the Star Tribune is an unrivaled force for journalistic excellence in Minnesota. It is...

  • Financial Planning

    3 weeks ago

    Minneapolis, United States Frauenshuh Commercial Real Estate Group Full time

    Job DescriptionJob DescriptionNo Agencies PleaseFrauenshuh is looking for a dynamic, results-driven individual to join our team as Property Finance Manager. This role is an exciting opportunity to play a key role in our Finance and Accounting department, providing strategic financial insights to support decision-making and drive business performance. The...

  • Financial Advisor

    1 month ago

    Minneapolis, United States Alerus Financial Full time

    Description We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. Position Summary:Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to...

  • Financial Advisor

    1 month ago

    Minneapolis, Minnesota, United States Alerus Financial Full time

    We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered.Position Summary:Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by...

  • Financial Planning Associate

    3 weeks ago

    Minneapolis, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionSalary: Recognized by Forbes magazine as a Top Best-in-State Financial Security Professional, our financial practice’s mission is to build long-term client relationships that inspire confidence, optimism, and happiness by guiding individuals and businesses to achieve total clarity around their financial lives.  We do this by...

  • Financial Planning and Analysis

    1 day ago

    Minneapolis, United States Harbor Health Services Full time

    Harbor Health looking for a collaborative Strategic Finance Lead to become a member of our team! Harbor Health is an entirely new multi-specialty clinic group in Austin, TX utilizing a modern approach to co-create health with those who get, give, and pay for it, allowing everyone to fully flourish. Join us as we build a fully integrated system that connects...

  • Financial Planning and Analysis

    11 hours ago

    Minneapolis, United States Harbor Health Full time

    Job DescriptionJob DescriptionHarbor Health looking for a collaborative Strategic Finance Lead to become a member of our team! Harbor Health is an entirely new multi-specialty clinic group in Austin, TX utilizing a modern approach to co-create health with those who get, give, and pay for it, allowing everyone to fully flourish. Join us as we build a fully...

  • Financial Planning Associate

    1 day ago

    Minneapolis, United States Bluespringwealth Full time

    Minneapolis, MN, USA Job Description Posted Thursday, February 15, 2024 at 6:00 AM Vector Wealth Management, a BlueSpring Partner, was founded in 1993. We are a nationally Registered Investment Advisory firm managing over a billion dollars in assets. We are passionate about providing exceptional service to high net worth clients through comprehensive and...

  • Head of Financial Planning

    1 week ago

    Minneapolis, United States StarTribune Full time

    Description The Star Tribune is the Upper Midwest's largest news organization, with audience numbers consistently in the top five in the country amongst regional and national peers. Building on an extraordinary legacy that includes seven Pulitzer Prizes and hundreds of other awards, the Star Tribune is an unrivaled force for journalistic excellence in...

  • Financial Planning Associate

    1 day ago

    Minneapolis, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionSalary: The Financial Planning Associate is part of the Planning Department, which is an internal team that supports subscribing advisors and their staff through behind-the-scenes service work. The primary responsibilities of the associate are focused on investment paperwork, creating comprehensive financial plans, running...

  • Associate Manager, Financial Planning

    2 weeks ago

    Minneapolis, United States Post Holdings Full time

    Business Unit Overview At Crystal Farms Dairy Company we harbor a passion for quality food and seek out the very best talent that fosters the company's culture of ownership and accountability. We offer exciting job possibilities throughout our organization where you can enhance your career, sharpen your talents and make an impact. Whether working on a new...

  • Voya Minneapolis Financial Advisor

    1 month ago

    Minneapolis, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Minneapolis area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457...

  • Financial Planning and Analysis Intern

    1 day ago

    Minneapolis, United States Hawkins Full time

    Financial Planning and Analysis Intern (FP&A) Company Description Hawkins, Inc. is a Minneapolis based publicly traded company and one of the Top 25 Chemical Distributors in the country. We service the fields of energy, electronics, chemical processing, pulp and paper, medical devices, plating, food manufacturers and pharmaceutical concerns across the...

  • Senior ALM Financial Analyst

    1 day ago

    Minneapolis, United States TruStone Financial Credit Union Full time

    WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members’ financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23...

  • Voya Minneapolis Financial Advisor

    4 weeks ago

    Minneapolis, United States Voya Financial Advisors Inc Full time

    Job Description Job Description Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Minneapolis area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457...

  • Voya Minneapolis Financial Advisor

    1 month ago

    Minneapolis, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Minneapolis area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...

  • Lead Financial Analyst

    4 days ago

    Minneapolis, United States Creative Financial Staffing Full time

    Lead Financial Analyst Description If you are an A-player and looking to add value to a growing organization, this might be the opportunity for you. Our client is looking for an experienced financial analyst to join their team as a Lead Analyst. In this role, you will be responsible for analytics, supporting business profitability improvements and other...

  • Lead Financial Analyst

    7 days ago

    Minneapolis, United States Creative Financial Staffing Full time

    Lead Financial Analyst DescriptionIf you are an A-player and looking to add value to a growing organization, this might be the opportunity for you. Our client is looking for an experienced financial analyst to join their team as a Lead Analyst. In this role, you will be responsible for analytics, supporting business profitability improvements and other...