Senior Director, Financial Planning

4 weeks ago


Wayne, Pennsylvania, United States IQVIA Full time
Job Summary

This role will work as a Finance Business Partner to the Delivery function within the Digital Products & Solutions (DP&S) organization. As a key member of the DP&S-Delivery Leadership team, working closely with the SVP, Delivery, this role will support delivery leaders across product suites achieve key financial measures, alongside operational measures, covering the entire portfolio of DP&S products.

Key Responsibilities
  • Oversight of product and project financials, measuring performance against expected margins, reporting periodically on product gross margins and other financial metrics.
  • Closely engaging and partnering to ensure delivery capacity is aligned with demand and managing capacity by evaluating and adjudicating resourcing requests.
  • Driving financial governance over multiple ongoing and new investments aimed at improving productivity, and critical initiatives to optimize cost of delivery, thereby driving margin expansion within each product offering.
  • Supporting respective suite leaders in achieving functional financial targets, including proposing, driving & tracking efficiency actions to deliver annual plan and revised forecasts through the year.
  • Managing a large multi-geography team and being responsible for timely & accurate closure of books, budgets and monthly forecast submissions, financial and management reporting, compliance with accounting policies and business & function reviews with the DP&S Leadership team.
  • Steering engagement with both business and finance colleagues across global and regional business units to manage allocation of delivery costs in alignment with DP&S financial policies and align ongoing demand.
  • Managing staff in accordance with organization's policies and applicable legislation, including planning, assigning, and directing work; appraising performance and guiding professional development; effectively managing team resources and delegating tasks commensurate with skill level.
  • Evaluating workload and quality through regular review.
  • Contributing to discussions on implementation of Finance strategy on a regional/ country/division/unit basis and implementing objectives as appropriate.
  • Ensuring staff have a consistent understanding and positive impression of business strategy for their respective business unit.
  • Participating in the implementation of strategic initiatives and plans for DP&S Delivery.
  • Providing input to pricing strategies, policies and analysis based on collective experience across ongoing projects.
  • Preparing and financial ownership of business cases, new, ongoing strategic investments to drive efficiencies (effort and cost) in delivery.
  • Developing specific business metrics that support timely and actionable information flow for daily operational and long-term strategic planning purposes.
  • Ensuring timely and accurate financial reporting.
  • Analyzing and reviewing financial statements and supporting schedules.
  • Preparing and presenting formal forecasts and budgets based on guidelines from Corporate Finance and DP&S Business Unit Finance Leader.
  • Monitoring performance against forecast and budget goals; carrying out related analyses; determining financial strategies to meet financial goals and directing internal management reporting.
  • Identifying and monitoring areas of risk and/or opportunity and their financial impact on the business/function.
  • Coordinating preparation for financial, tax, and related audits (internal, external and financial authority).
  • Helping ensure, where applicable, that the recording, measurement and reporting of all financial transactions adhere to generally accepted accounting principles (GAAP), internal IQVIA corporate policies and procedures, government regulations and local business/functional requirements.
  • Directing financial reporting and other policy development/integration of new corporate initiatives.
Requirements
  • Bachelor's Degree Required.
  • ~ 15 years' overall experience with 7-10 years in business partnering, financial planning & analysis, and finance Required.
  • ~ Equivalent combination of education, training and experience.
  • Strong technical accounting skills, knowledge of US GAAP.
  • ~ Technical proficiency with financial application software is essential; Hyperion/Peoplesoft/SAP.
  • ~ Strong knowledge and working experience of Microsoft Office applications.
  • ~ Proven record of results working with senior management in a consultative business approach.
  • ~ Strong project management skills and the ability to translate business issues into financial requirements.
  • ~ Ability to influence outcomes and manage multiple deliverables/priorities in parallel.
  • ~ Ability to create compelling, concise executive briefing material to drive effective decision making.


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