Manager, Financial Planning & Analysis

The Manager, Financial Planning and Analysis will develop and oversee effective financial forecast and budget processes as well as manage reporting and analysis tools. Will support management in developing financial, operational and strategic models (both short term and longer term strategic planning) with a focus on the delivery of effective and timely performance analysis. Will also develop, maintain, and champion the use of reporting tools to expand the breadth and depth of financial operational reporting in pursuit of improved visibility to management for information necessary to support strategic and tactical decision making.

Duties and responsibilities

• Drives the annual operating and capital budget development process and all interim re-forecasting
• Ensures annual budgets are realistic and are aligned with company leadership’s view of investor expectations and that forecasts are predictive and insightful to allow line management to make decisions to meet the company’s business and financial objectives
• Develops and refines budgeting techniques to provide leadership with optimum control and planning tools
• Ensures that cost controls are in place to monitor actual spending versus budget
• Communicates with line management to enable them to fulfill their business objectives while remaining within their hiring and spending authorizations
• Provides consultation to operational leadership on key projects, financial matters, financial performance, and related issues
• Leads or participates in development of decision-support tools/reports to assist operational leaders in decision-making
• Creates management reports that are timely and meaningful which effectively enhance business decisions

Prepares monthly analysis for management, including rolling revenue and expense forecasts and G&A review
Prepares quarterly business reviews, and consolidates variances against budget to support management presentations
Reviews delta between historical and forecasted results to improve go-forward forecasting accuracy
Provides consultation to operational leadership on financial projects and advises on the planning for new programs
Performs other tasks and completes other assignments and special projects as needed
Maintains financial staff by recruiting, selecting, developing, and training employees
Other duties as required
Qualifications
BA or BS degree in Finance, Accounting or Business Administration.
MBA is highly desirable
5 years of experience in finance and accounting with a minimum of three (3) in developing budgets and forecasts and other financial planning responsibilities
Understanding of US GAAP, including software and SaaS revenue recognition
Very proficient in the use of Microsoft Office tools (power user of Excel) or similar tools
Knowledge of budget and data tools such as Adaptive and Cognos
Excellent leadership and team-building skills
Well-developed communication and interpersonal skills with all levels of employees, management, executives, and other organizations
Proven project management, problem-solving, critical thinking, and decision-making ability
Previous experience with public market technology company preferred
Strong analytical and problem solving abilities.
Ability to influence and interface effectively with employees at all levels within the company as well as external professionals.
Ability to function in a consultative style and to drive for results through cross-functional interactions.
Extremely detail oriented
High ethical standards with an appropriate professional image
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