The Associate Manager of Financial Planning & Analysis reviews and prepares the financial analysis regarding the financial and operational performance of the company or assigned segment. This role assembles work schedules, builds data files and readies systems for annual process. The Associate Manager prepares and reviews projected financial statements including income statement, capital expenditures, coworker count and ratio analyses. As well, this role ensures financial statements are accurately and appropriately stated.
Key Areas of Responsibility
Coordinates all planning with departments, review of departmental plans and supervision of planning staff in the process. This may include sales, expense, capital, and coworker count plans.
Anticipates data requirements and builds financial planning database to support plan analysis.
Automates and improves financial planning processes.
Determines process schedule and assigns responsibility for all financial statement components.
Participates in monthly close activities by reviewing departmental statements to ensure the correct classification of expenses. Works with Department heads to determine appropriate accrual balances.
Mentors a team of Financial Analysts.
Senior level presentations.
Education and/or Experience Qualifications
Bachelor’s degree either in finance or accounting, or another major with CPA
4 years previous financial analysis experience.
3 years CDW finance experience.
Other Required Qualifications
Excellent verbal and written communication skills with the ability to effectively interact with internal and external stakeholders, including senior leadership
Demonstrated strong knowledge of accounting and finance principles and practices
Solid technical accounting skills
Demonstrated strong organizational skills with critical attention to detail
Track record of balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business, while meeting deadlines
Proficient in Microsoft office applications with strong experience in Excel
Proven track record in problem analysis with the ability to creatively and proactively problem solve
Track record of identifying process improvements, and making appropriate recommendations
Strong negotiation skills with the ability to influence stakeholders
Ability to take the lead on researching/resolving issues (from start to finish), or representing department on projects
Ability to coach and lead a team, as well as represent the department in projects and other initiatives
Strong knowledge of financial accounting and reporting applications (Peoplesoft and Hyperion), and SQL
Associate Manager, Financial Planning