Financial Planning & Analysis Assistant Manager

FP&A Asst Manager

Job Summary:

Reports, analyzes and interprets financial and operating data for accounting and business operations management. Generates financial forecasts and creates financial models to support the organization's financial and business planning decisions.

Principal Responsibilities:

• Provides analytical support to management to include Profit and Loss (P&L) projections/forecasts, scenario planning, ratio analysis, budgeting, and cost analysis related to business models.
• Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
• Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
• Prepares journal entries, calculates accruals, allocates expenses, and closely interacts with the accounting team during the month-end close process.
• Responds to information requests from internal customers and others as assigned.
• Develops financial reports for forecasting, trending, and narrative results analysis for management.
• Develops and distributes standard and ad-hoc monthly reporting.
• Reviews and analyzes reports in order to verify results.
• Works with management to develop, monitor and report-out on key performance indicators for the business.
• Assists with the development, preparation, and presentation of short- and long-range financial plans.
• Other duties as assigned.

Job Level Specifications:

• Mastery knowledge of industry best practices and disciplines. Considered a subject matter expert within the organization and contributes to the development of new concepts, techniques and standards.
• Develops solutions to highly complex and uniquely challenging situations. Assignments require extensive evaluation of alternatives and variables. Expected to make improvements to policies and procedures.
• Works independently toward long-range goals and objectives. Assignments are often self-initiated using independent judgment and discretion. May act as informal team lead and/or coach less experienced team members.
• Serves as consultant to management and/or internal/external spokesperson for the organization on major initiatives related to policies, plans and long-range objectives.
• Actions may impact the organization and its reputation. Effects of erroneous decisions may be long-lasting, influence the future course of the organization and/or require the expenditure of extensive additional resources.

Work Experience:

• Typically 8+ years with bachelor's or equivalent.

Education and Certification(s):

• Bachelor's degree or equivalent experience from which comparable knowledge and job skills can be obtained.

Distinguishing Characteristics:

• Knowledge of GAAP and complex accounting systems

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills.

Experience Level

Mid Level