Senior Financial Planning and Analysis Manager
Bishop Fox
SQLTableau
FP&A Manager
Forward Networks, Inc.
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $170,000 - $200,000 per year
Job Level
Mid-LevelSenior
Tech Stack
SQLTableau
About the role
- Manage annual budgeting process and regular re-forecasting process through partnering with budget holders and local teams; identifying risks and opportunities
- Collaborate with stakeholders to ensure appropriateness of estimates and assumptions, accuracy of calculations, and appropriate classification of income and expenditures
- Help develop Board and Management presentations for approval of budgets, reporting of variance analysis and forecast updates
- Assist and co-ordinate preparation of the 5-year plan and provide updates to the Board on progress against plan
- Implement budgetary control on day-to-day operations; oversee budget transfers, enhancements and revisions
- Build, develop and maintain financial models for Cash Flow, P&L and Balance Sheet forecasting
- Produce extensive Board decks and other reporting materials for internal and external stakeholders including investors
- Produce regular management accounts with analysis and commentary on key drivers of results
- Develop KPI dashboards for reporting of results and KPIs
- Manage improvements in reporting and insights to improve financial and operational performance
- Manage relevant data, processes and models to ensure outputs are delivered efficiently and on time
- Design and enhance processes and procedures to achieve strategic business and financial outcomes
- Lead special projects to drive efficiencies, provide data analytics and ad-hoc financial analysis for decision making
- Business partner to stakeholders across the business to support business planning and decision making
- Work cross functionally with Sales Operations
- Review the Group’s financial statements and assist in optimization of results
- Assist in the review of complex accounting matters assessing and quantifying impact on results
- Provide appropriate inputs to the Enterprise Risk Management process
Requirements
- 5-10 years of relevant experience
- Experience of FP&A including budgeting, forecasting and management reporting including international business entities
- Experience of automation and use of appropriate tools
- Experience in Enterprise SaaS
- Big 4 or related industry background
- Experience with FP&A Tool (Anaplan, Adaptive, Planful, NSPB (preferred), Jirav, etc.)
- Experience with PowerBI, Tableau (preferred), SQL
- Strong understanding of general GAAP concepts (i.e., ASC 606, 718, 842, 340, etc.)
- A Bachelor's or Master's degree in Finance, Business, Economics, or a related discipline
- Accounting concepts and knowledge of IFRS accounting standards
- MS Office Suite Expert
- Financial Modeling and advanced excel
- ACA/ACCA/CIMA/CPA or equivalent professional accounting qualifications (preferred)
- Strong oral & written communication
- Outstanding report and presentation drafting skills
- Stakeholder management
- Problem solving
- Organization and planning
- Accountability
- High attention to detail with the ability to make sense of complex and high quantity information
