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Title

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Financial Planning and Analysis Manager

Description

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We are looking for a highly skilled Financial Planning and Analysis Manager to join our dynamic finance team. The ideal candidate will be responsible for leading the financial planning and analysis function, providing strategic insights, and supporting decision-making processes. This role requires a deep understanding of financial principles, excellent analytical skills, and the ability to communicate complex financial information to non-financial stakeholders. The Financial Planning and Analysis Manager will work closely with senior management to develop financial forecasts, budgets, and long-term financial plans. They will also be responsible for analyzing financial performance, identifying trends, and making recommendations for improvement. The successful candidate will have a strong background in finance, exceptional problem-solving abilities, and a proven track record of driving financial performance. This is a critical role that will contribute to the overall success of the organization by ensuring that financial goals are met and that resources are allocated efficiently. If you are a strategic thinker with a passion for finance and a desire to make a significant impact, we encourage you to apply.

Responsibilities

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  • Lead the financial planning and analysis function.
  • Develop financial forecasts, budgets, and long-term financial plans.
  • Analyze financial performance and identify trends.
  • Provide strategic insights and support decision-making processes.
  • Communicate complex financial information to non-financial stakeholders.
  • Collaborate with senior management to develop financial strategies.
  • Monitor and report on key financial metrics.
  • Identify opportunities for cost savings and efficiency improvements.
  • Prepare financial reports and presentations for senior management.
  • Ensure compliance with financial regulations and standards.
  • Manage and mentor a team of financial analysts.
  • Conduct variance analysis and explain deviations from budget.
  • Support the annual budgeting process.
  • Develop and maintain financial models.
  • Evaluate investment opportunities and business cases.
  • Assist with financial due diligence for mergers and acquisitions.
  • Coordinate with external auditors during financial audits.
  • Implement and maintain financial planning software and tools.
  • Stay up-to-date with industry trends and best practices.
  • Drive continuous improvement in financial processes and systems.

Requirements

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  • Bachelor's degree in Finance, Accounting, or related field.
  • Master's degree or CPA/CFA certification preferred.
  • 5+ years of experience in financial planning and analysis.
  • Strong understanding of financial principles and practices.
  • Excellent analytical and problem-solving skills.
  • Proficiency in financial modeling and forecasting.
  • Advanced knowledge of Excel and financial planning software.
  • Strong communication and presentation skills.
  • Ability to work collaboratively with cross-functional teams.
  • Experience managing and mentoring a team.
  • Detail-oriented with a high degree of accuracy.
  • Ability to handle multiple projects and meet deadlines.
  • Strong organizational and time management skills.
  • Knowledge of financial regulations and standards.
  • Experience with budgeting and variance analysis.
  • Ability to think strategically and provide actionable insights.
  • Strong business acumen and understanding of industry trends.
  • Experience with financial due diligence and M&A activities.
  • Ability to adapt to changing business needs and priorities.
  • Proactive and self-motivated with a strong work ethic.

Potential interview questions

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  • Can you describe your experience with financial planning and analysis?
  • How do you approach developing financial forecasts and budgets?
  • Can you provide an example of a time when you identified a financial trend and made a recommendation for improvement?
  • How do you communicate complex financial information to non-financial stakeholders?
  • What strategies do you use to ensure compliance with financial regulations and standards?
  • Can you describe your experience managing and mentoring a team of financial analysts?
  • How do you handle multiple projects and meet tight deadlines?
  • What financial planning software and tools are you proficient in?
  • Can you provide an example of a successful cost-saving initiative you led?
  • How do you stay up-to-date with industry trends and best practices?
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