Financial Planning and Analysis Senior Manager manages an organization's financial planning and analysis function to monitor business performance and plan investment, budgeting, and financial strategies. Implements policies and procedures to collect and analyze financial data to ensure accurate and consistent financial reporting and interpretation of financial metrics. Being a Financial Planning and Analysis Senior Manager oversees financial modeling and analysis to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Additionally, Financial Planning and Analysis Senior Manager ensures all financial analysis, planning, and reporting activities meet industry standards and regulatory compliance. Manages the preparation, coordination, and documentation of financial analysis and planning projects to promote and ensure quality standards and sound methodologies. Requires a bachelor's degree. Typically reports to a director. The Financial Planning and Analysis Senior Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Financial Planning and Analysis Senior Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments.
The Manager of Financial Planning and Analysis is responsible for overseeing the financial planning and analysis functions within an organization. This includes developing and maintaining financial models, forecasting and budgeting, analyzing financial performance, and providing insights and recommendations to senior management. The manager will also be responsible for identifying and implementing process improvements to enhance the accuracy and efficiency of financial planning and analysis activities. Additionally, they will collaborate with other departments to ensure alignment of financial plans with overall business objectives and provide support for strategic decision-making. Strong analytical and communication skills, as well as a deep understanding of financial principles and accounting standards, are essential for success in this role.
Financial Planning and Analysis Supervisor supervises an organization's financial planning and analysis function to monitor business performance and plan investment, budgeting, and financial strategies. Analyzes financial metrics to track and evaluate a company's financial health and performance. Being a Financial Planning and Analysis Supervisor develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Additionally, Financial Planning and Analysis Supervisor utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. The Financial Planning and Analysis Supervisor supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Financial Planning and Analysis Supervisor typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes.
The Financial Analysis Manager implements policies and procedures to collect and analyze financial data to ensure accurate and consistent financial reporting and interpretation of financial metrics. Manages an organization's financial planning and analysis function to monitor business performance and plan investment, budgeting, and financial strategies. Being a Financial Analysis Manager utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Oversees financial modeling and analysis to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. In addition, Financial Analysis Manager ensures all financial analysis, planning, and reporting activities meet industry standards and regulatory compliance. Manages the preparation, coordination, and documentation of financial analysis and planning projects to promote and ensure quality standards and sound methodologies. Requires a bachelor's degree. Typically reports to a director. The Financial Analysis Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Working as a Financial Analysis Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
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