This position is responsible for directing the financial planning, analysis and reporting activities for several products and services within the company.
Use & management of the ongoing operation of the SAP BW-SEM Budgeting System – key user of SAP reporting - CRITICAL
Manage, analyze and report monthly results for Flash, Actuals, Outlook, and quarterly Operations Reviews for assigned areas of responsibility.
Preparation of monthly financial reports, as directed, to management
Direct, manage and present the annual budget and 5-year strategic plan.
Assess, develop and present financial reports, plans, forecasts and analyses of new business opportunities, as required, to assist in business decision-making process.
Assess, develop and present financial reports and analyses of monthly operating results to executive management.
Participate as a key member of the Solutions team and share in the decision-making process.
Complete financial monthly close process
Prepare and present monthly variance analysis to the finance organization.
Consolidate certain actual and forecasted operating results, and prepare critical performance reports, as directed, to Executive management for the following: 1) FLASH, 2) Outlook and 3) Budget process.
Conduct monthly finance review meeting with internal finance management team, discussing variances to Original Budget and Outlook, with emphasis on revenue, network, and Data Processing Costs.
Responsible for supporting and reporting on certain functional area budget centers and costs.
Outlook & FLASH process - Meet with management to discuss results, identify and resolve issues, and finalize results.
Meet with Product Management and Business Development personnel and forecast Revenue, Volume, and Price by product, by customer.
Gather data and consolidate functional costs and product revenue and expense forecasts from other finance managers and functional department heads.
Meet with finance management to identify issues, discuss, resolve issues and finalize quarterly Outlook.
Prepare, distribute, and present Outlook data to upper management on a quarterly basis.
Meet with Segment and Product Management functional heads (as needed) to discuss Budget/Strategic Plan requirements and forecast Revenue, Volume, and Price by product, by customer.
Regarding DP and Network costs, as well as other functional-level costs, gather data and prepare forecasts with assistance from Product Management, Functional management, and other Finance personnel to plan for Budget/Strategic Plan.
Meet with finance management to identify issues, discuss, resolve issues and finalize Budget/Strategic Plan.
Complete annual Budget/Strategic Plan process
Prepare, present and distribute Budget/Strategic Plan data to upper management.
Provide daily support and direction for SAP-related activities
Provide Ad Hoc reporting and analysis
Respond to internal and external organizational request for financial information.
Research issue/question, analyze data, and develop report or response. Compile source data and fulfill request.
Recurring Items that must be completed by specific, key dates such as: Flash, Outlook (Jan/Apr/Jul/Oct), Budget /Strategic Plan, Financial Analysis, Margin Statement Analysis & Review, Margin Statement Issuance.
5+ years of experience in financial analysis and budget preparation
Accounting or Finance BA/BS required
MBA and/or CPA, CISA highly preferred
SAP experience preferred
Strong working knowledge of Finance and Accounting principles and processes, GAAP, control techniques, budgeting, auditing
Strong interpersonal skills
Strong working knowledge of Excel, Word, PowerPoint
Strong organizational skills and time management
Strong analytical, problem solving, and facilitation skills
Strong control & follow-up, time management skills
Ability to communicate technical information & Influence management