Financial Analysis Manager jobs in Arlington, VA

Job Summary

The Manager of Financial Planning & Analysis (FP&A) helps lead the day-to-day company financial planning and analysis activities that include developing financial plans (budgets/forecasts), reviewing monthly results to identify and investigate variances to plan, developing reports and presentations to explain month-end results, creating financial models to support decision making and assisting with the monthly financial close. This position serves as a business partner, assisting PIR’s functional department owners in budget/forecast development, expense management and policy compliance. The ability to think critically and work cross functionally to develop and execute creative solutions while keeping stakeholders organized and management informed is critical.

Essential Duties and Responsibilities

The Manager of FP&A focuses on driving PIR’s financial planning and analysis function with an emphasis on performance improvement, providing quality management information, and furthering good decision-making and sound financial judgment through the development of processes, analytical tools, and management reporting.

Serves as a subject matter expert of the financial planning and analysis function, participates in cross-functional workgroups, teams, and committees, and interacts with individuals or groups representing diverse backgrounds, interests, and points of view/

Demonstrates an on-going commitment to continuous improvement by suggesting policy, process, systems and/or structural enhancements that improve the quality, efficiency or effectiveness of the Finance department’s products and services.

FINANCIAL PLANNING

Develop short and long-term company-wide integrated budgets and forecasts to create meaningful, data-driven financial outlooks that guide the company and drive the achievement of financial and operational objectives.

Develop planning templates, supporting schedules and financial reports to improve the accuracy and consistency of the planning process and to accurately capture planning input and assumptions by budget owners.

Manage the headcount, operating expense and capital components of the planning process (forecasts, budget and long-term plan), assisting functional department owners in the development of those plans, performing analysis of submitted plans and leading the departmental review meetings.

Collaborate with others on the FP&A team in development of forecast and plan presentations for the Board of Directors and senior management.

FINANCIAL REPORTING

Create monthly reporting with a strong focus on accuracy, completeness and timeliness. Serve as a valued business partner providing meaningful and relevant data and financial insights to drive results.

Create reports, write commentary and manage consolidation of the Monthly Management Report, or similar monthly financial reporting package, including variance and performance analysis, for distribution to senior management team and Board of Directors.

Develop and/or modify financial reports, as required, to support enhanced financial reporting and planning activities.

Develop ad-hoc financial reports to assist in performance evaluation of various key financial and operating metrics.

Monitor and analyze results against historical results and current year plan (budget/forecast) to understand trends, determine the cause of variances and provide guidance regarding the impact on future results.

Assist in the development of Executive level presentations on business results, performance analysis, financial models, etc.

FINANCIAL ANALYSIS 

Responsible for the development and implementation of financial analysis techniques, tools and concepts to promote finance-based decision-making throughout the company.  Serves as a valued business partner providing meaningful and relevant data and financial insights to drive results.

Review and evaluate capital expenditure requests, in conjunction with the Accounting team, using standard criteria and templates to understand the risks, benefits and alternatives considered, to ensure maximum return on investment.

Collaborate with cross-functional teams to develop ad hoc business models to evaluate the projected financial return of proposed projects and initiatives.

Identify opportunities to provide new analytical support and insights.

Assist in the operating review process, working with functional teams to identify relevant and meaningful metrics against which to measure performance.

Monitor established key performance indicators, highlighting trends and analyzing causes of unexpected variance.

Conduct research and analyses on an independent or directed basis, assuming responsibility for the quality and effectiveness of the research/analyses.

Identify and communicate risks and opportunities related to meeting the expense budget and recommend potential mitigation activities to risks.

MONTH END CLOSE

Assist in the month end close process, in partnership with the accounting team and functional department owners, with a strong focus on accuracy, completeness and timeliness of financial results. 

Analyze financial results and act as an operational business partner and liaison with applicable accounting staff to ensure the accuracy and completeness of the financials.

Review monthly financial results for potential misstatements, develop required accruals and adjustments and create timely and accurate documentation of significant/non-routine accounting transactions for audit support.

Organize and lead monthly financial review meetings with budget owners to identify, understand and discuss significant variances to plan.

Supervision Received and Exercised

Position works under general supervision from the Sr. Director, Financial Planning & Analysis.

Minimum Education and Experience Requirements

Bachelor’s degree in finance, accounting, economics or related field. MBA, CPA, CFA or equivalent certification preferred.

At least 5 years of progressive financial planning and analysis experience, preferably in a similar non-profit and/or for-profit subscription-based revenue environment. 

Understanding of standard financial reports and fundamental accounting and finance principles.

Analytical/modeling skills and experience executing budgeting and strategic planning processes.

Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). Experience with IBM Cognos Planning Analytics preferred. Familiarity with data query/visualization tools is a plus.

Knowledge, Skills and Abilities Requirements

Adaptability: Ensures effective performance when faced with ambiguity, changing environments and demands.

Analytic Skills: Ability to think objectively and interpret meaningful themes from quantitative and qualitative data and strong stewardship of confidential and/or sensitive information.

Communication Skills: Demonstrated ability to clearly communicate complex financial data and concepts in a concise manner (written & oral including presentations) to a variety of audiences (internal customers, 3rd parties, peers and upper management) as well as excellent listening and comprehension skills.

Ethics: Treats people with respect, keeps commitments, inspires the trust of others, works with integrity and upholds company values.

Financial and Business Acumen: Ability to evaluate financial and business indicators and translate data into actionable information to drive results.

Influencing and Negotiation: Ability to influence at all levels, as well as demonstrated ability to work effectively within a team and be assertive in driving successful management strategies.

Innovation: Able to identify, analyze, recommend and implement process improvements including optimization of technology.

Planning and Priority Setting: Demonstrates an ability to set objectives and goals and organize work appropriately to meet and exceed goals.  Strong sense of initiative, independence, closure, and ability to navigate multiple priorities in a deadline driven environment.

Presentation Skills: Effective in a variety of presentation settings (one-on-one, small and large groups) and with peers and management team members.

Problem Solving & Decision Quality: Able to use rigorous logic and methods to solve problems with effective, efficient and creative solutions.

Relationship Management: Able to build constructive and effective relationships with a broad and diverse group of business partners.