Financial Planning and Analysis Manager

3 weeks ago

San Diego, United States LHH Full time

Position:

Finance Manager

FP&A

Location:

Hybrid in Carlsbad. Currently 2 days in office.

This position is responsible for driving the financial reporting, planning and budgeting. This individual will be responsible for the reporting and analysis of the annual budget as well as the monthly closes and forecasts for the consolidated entities. Responsibilities also include partnering with senior management and business partners to support future growth opportunities and key initiatives. The position requires aptitude for system enhancements and process improvements to support business strategic goals.

KEY RESPONSIBILITIES: Drive the monthly close process for revenue, gross profit, operating expense and required trial balance analysis. Partner with functional and intercompany teams as needed to support finance activities including corporate reporting deliverables, policy compliance, and process improvements. Partner with the Departmental Leaders to track their actual spend, understand ongoing risks and opportunities to the budget, analyze current month expenses for completeness, and develop a strong working relationship to collaborate on the monthly forecast process. Work with Sales management to develop, analyze and collaborate on the monthly forecast, report on monthly forecasting submissions and ensure timely, complete and accurate submissions. Prepare a monthly summary of financial highlights for senior management. Pro-actively analyze profitability, sales growth, headcount and expenses, investigate unusual items and prepare monthly performance reports to management. Provide cost saving recommendations to management, based on sound financial understanding of the P&L, balance sheet and cash flow effect on business decisions. Drive the annual budget submission process and support management team by providing in-depth operating budget analyses. Prepare monthly analytical reports including variance analysis, ROI analysis, and other financial comparisons. Support business functional groups with sales analytical information and help drive and recommend analysis used in decision making. Oversee the monthly/quarterly commission process, including calculation, preparation of review materials for management approval, and involvement in analyzing other sales incentive programs. Ownership for completion of sunshine reporting, quarterly footnotes and other corporate reporting compliance. Drive key system implementations on behalf of Finance. Must be upstart and proactive about driving process improvements across multiple functional areas. Participate in special projects as needed.

KNOWLEDGE:

Seasoned, experienced senior level professional; in-depth knowledge and full understanding of two or more disciplines and good knowledge of other related disciplines. Strong judgment and analytical ability, evaluation, originality and ingenuity required to perform tasks. Know and apply the fundamental concepts, practices, and procedures of a particular field. Resolve a wide range of issues and assignments in creative ways. Assignments are typically broad in nature. Serve as a resource to others to resolve complex problems and issues. May take on project lead role on small scale projects.

COMPLEXITY:

Work on complex issues/projects where analysis of data requires an in-depth evaluation of variable factors. Use best practices and knowledge of business issues and strategic direction to solve complex problems where precedent may not exist; recommend solutions to business challenges. Demonstrate strong judgment in selecting methods and techniques for obtaining solutions. Network with senior internal and external personnel inside and outside own area of expertise.

SUPERVISION:

Receive minimal instruction on day-to-day work and minimal instruction on new projects or assignments. May act as a resource to provide formal guidance for TSMs with less experience. Assignments can be broad in nature. May manage vendor relationships.

MINIMUM WORK EXPERIENCE:

Typically 6 to 8 or more years of increasing responsibility in terms of any applicable professional experience.

PREFERRED EDUCATION:

Typically a Bachelor's Degree or global equivalent in related discipline. Master's degree or global equivalent a plus. May hold one or more industry certifications.

GENERAL SKILLS & COMPETENCIES: Excellent understanding of industry practices Strong proficiency with tools, systems, and procedures Strong planning/organizational skills and techniques Strong decision making, analysis and problem solving skills with ability to multi-task Excellent verbal and written communication skills Strong presentation and public speaking skills Strong interpersonal skills Strong conflict resolution skills and ability to deliver difficult messages Ability to build partnerships at all levels within the company, ability to build partnerships externally Good negotiating skills Resolve complex issues in effective ways Project management, consultative skills and ability to manage a budget

SPECIFIC KNOWLEDGE & SKILLS: Strong commitment to financial accuracy and data integrity is required Strong ability to understand and communicate complex financial concepts BS in Finance or Accounting required and MBA preferred Manufacturing / Cost Accounting experience preferred Understanding of GAAP Expert Knowledge of Microsoft products, specifically Excel, required

This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the salary range is estimated to be $100,000 to $125,000 and benefits may include bonus, health, dental, vision, and 401k. by Jobble

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