Finance Project Manager

Penske•Cumru Township, PA

About The Position

The Project Manager of Business Plan and Special Reporting will be responsible for the overall direction and completion of the Business Plan Process. This role will plan, direct, and coordinate activities of the Business Plan to ensure that milestones are accomplished within the prescribed time frame and funding parameters. Additionally, this position will be responsible for the completion of certain monthly/quarterly/yearly analysis and reporting packages, which will be completed and presented to the Manager of Financial Planning & Analysis (FP&A) for final approval. Examples of reports may include: monthly internal P&L summary reports, quarterly and yearly tax summaries, external partner reporting, management reporting, capital forecasts, and overhead cost control reports.

Requirements

Experience with the annual business plan process.
Experience coordinating and communicating process steps and milestones.
Experience identifying process improvement opportunities.
Experience delivering training sessions.
Experience responding to user questions and resolving issues.
Experience with uploading and validating financial data.
Experience with financial reporting (monthly internal P&L summary reports, quarterly and yearly tax summaries, external partner reporting, management reporting, capital forecasts, overhead cost control reports).
Experience with ad-hoc project requests.
Experience updating presentation slides.
Experience generating backup reporting.
Experience collaborating to streamline processes.
Experience developing analysis methodologies.
Experience explaining historical results.
Experience improving forecasting accuracy.

Nice To Haves

Experience with AS/400 financial data upload.
Experience working with field finance and corporate departments.
Experience with Penske Truck Leasing's financial targets.

Responsibilities

Serve as the primary point of contact for the annual business plan process, encompassing all 800+ field locations and 150+ corporate departments of a multi-billion dollar business.
Coordinate and communicate the steps required for the completion of the business plan process, including major milestones.
Work with Field Finance and other stakeholders to identify process improvement opportunities and coordinate with MIS to ensure those changes meet user requirements with minimal disruption to the process.
Deliver multiple training sessions to field and corporate personnel regarding the uploading of financial data into the AS/400.
Respond quickly to questions and resolve issues in coordination with MIS and other parties while locations are entering plans in October.
Ensure accurate and timely upload and validation of all Business plan revenue and cost information to match the financial targets set by Penske Truck Leasing senior management.
Prepare recurring reporting and ad-hoc project requests as deemed necessary by the Manager of FP&A.
Update slides for monthly packages for Roger Penske and the board, and generate a packet of backup reporting for use by the CFO and President.
Collaborate with the Manager of FP&A to explore and execute opportunities to streamline processes and/or develop analysis methodologies that better explain historical results and improve forecasting accuracy.
Undertake other projects as assigned by the manager.