Financial Planning & Analysis Manager

General Summary

Responsible for directing the Financial Planning & Analysis (FP&A) function for CCL Global Markets including the creation of business plans, annual budgets, ongoing forecasts, monthly reporting and analytics. Provide analytical expertise and on-going insight into overall financial and operational performance. Oversee management reporting and financial business intelligence for the Global Markets group as well as ongoing financial and investment analysis. Work with a team responsible for various components of the month, quarter and year-end accounting close processes as well as financial and analytical support for the business. Direct accounting and reporting of various grants and member designated funds.

Principal Duties and Responsibilities

• Direct, plan and coordinate annual operating for the Global Markets lines of businesses and cost centers.
• Direct, plan and coordinate quarterly forecasts.
• Provide analytical, financial and business intelligence expertise in conjunction with a range of ad hoc analyses to aid all segments of the business in decision-making processes.
• Lead the financial management reporting for the Global Markets including the corporate dashboard and various other business intelligence reports.
• Perform financial and investment analysis including the development of pro formas and cash flow projections.
• Prepare various reports and presentations for senior management including the Executive team.
• Manage the reporting, analysis and tracking of all grants.
• Develop financial projections and evaluate strategic initiatives.
• Perform monthly close and variance analyses.
• Collaborate with external auditors to produce year-end reports.
• Participate on various strategic project teams that seek to improve operational and financial performance.
• Perform corporate overhead allocations and cost allocation studies.

Specific Knowledge, Skills and Abilities Required

• Bachelor’s degree in Accounting or Finance. MBA or CPA required.
• 7 – 10 years of experience in positions with demonstrated responsibilities in financial forecasting, analysis, or similar quantitative fields.
• Strong problem-solving and analytical skills, combined with a solid understanding of business strategies and drivers.
• Ability to work effectively and collaboratively with cross-functional teams and multiple stakeholders.
• Experience and ability to develop and maintain complex financial models to generate key insights.
• Strong presentation skills and executive presence.
• Experience with financial and accounting applications.
• Advanced Microsoft Excel skills. Experience with business intelligence tools a plus.
• Strong verbal and written communication skills.

Pay and Benefits

• The hiring range for this role is $112,000 to $125,000. Offer will be commensurate with relevant qualifications and professional experience.
• 403(b) Savings Plan with employer contribution
• Medical insurance
• Telemedicine
• Dental insurance
• Vision insurance
• Health savings and flexible spending accounts
• Paid time off and paid holidays
• Employer-paid short-term and long-term disability
• Employer-paid life insurance
• Employee and family assistance program
• Various voluntary options for additional plans or coverage levels