financial planning manager

Roles and responsibilities

Financial Planning Senior Manager oversees the planning, analysis, and budgeting processes within an organization, ensuring that financial goals align with the company’s strategy. They play a key role in providing financial insights and guidance to senior leadership, while also managing financial planning teams.

Key Responsibilities:

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  inancial Forecasting & Budgeting:

  • ead the development of the company’s annual budget and financial forecasts.
  • ollaborate with senior management to define financial goals and set budget targets.
  • onitor performance against budgets and forecasts, providing variance analysis and actionable insights.
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  trategic Financial Planning:

  • evelop long-term financial strategies that support the company’s overall goals.
  • onduct financial modeling and scenario planning to assess the impact of various business decisions and strategies.
  • nalyze market trends, competitive landscape, and economic factors to inform financial planning.
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  eporting & Analysis:

  • versee the preparation of detailed financial reports for internal stakeholders (management, board, etc.).
  • erform in-depth financial analysis to identify risks, opportunities, and areas for improvement.
  • ommunicate financial insights clearly to non-financial stakeholders.
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  eam Leadership & Development:

  • anage and mentor a team of financial planners or analysts.
  • nsure the team has the right resources and training to meet departmental goals.
  • oster a culture of continuous improvement and collaboration within the team.
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  ross-Functional Collaboration:

  • ork closely with other departments (e.g., operations, marketing, HR) to gather relevant data for financial planning and analysis.
  • artner with senior leadership to provide financial support and advice for key business decisions.
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  ompliance & Risk Management:

  • nsure financial planning practices comply with regulatory requirements and company policies.
  • ssess financial risks and ensure risk mitigation strategies are in place.
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  d-Hoc Projects:

  • ead special financial analysis projects, such as M&A activity, capital investment proposals, and major strategic initiatives.
  • ssist in due diligence processes for new projects, partnerships, or acquisitions.

Desired candidate profile

• Education: A degree in Finance, Accounting, Economics, or a related field (MBA or other relevant certifications preferred).
• Experience: Typically 10-15 years of experience in financial planning, analysis, or management.
• Analytical Skills: Strong ability to interpret financial data, identify trends, and make data-driven decisions.
• Communication Skills: Ability to present complex financial information in a clear and concise manner to non-financial audiences.
• Leadership Skills: Experience leading and developing a team, managing resources, and driving team performance.
• Technical Proficiency: Advanced knowledge of financial modeling, Excel, and ERP systems (e.g., SAP, Oracle, Hyperion).
• Attention to Detail: High level of accuracy in financial data analysis and reporting