Financial Planning & Analysis Manager

Vizient•Irving, TX

About The Position

Serve as a finance partner to assigned client groups, managing financial planning, forecasting, reporting, and analysis for supported business areas. Collaborate with business leaders and accounting to conduct complex financial analyses, evaluate financial performance, identify risks and opportunities, and translate financial data into actionable insights that support informed business decisions and organizational performance.

Requirements

5 or more years of experience in financial analysis.
Strong knowledge of financial planning, forecasting, budgeting, and P&L analysis.
Demonstrated financial modeling and analytical skills, including the ability to interpret complex financial data.
Advanced proficiency in Microsoft Excel and proficiency in PowerPoint.
Experience translating financial analysis into clear insights and recommendations for business stakeholders.
Ability to identify financial trends, variances, risks, and opportunities through detailed analysis.
Strong problem-solving skills and attention to detail.
Strong written and verbal communication skills, with the ability to clearly present financial information to various stakeholders.
Ability to independently manage multiple priorities and deliver accurate work in a dynamic environment.

Nice To Haves

Relevant degree in Finance, Accounting, Business, Economics, or a related field preferred.
Advanced degree preferred.
Experience with Workday and Adaptive Planning is a plus.

Responsibilities

Serve as the finance partner to assigned client groups, providing financial analysis, guidance, and decision support.
Manage budgeting, forecasting, and financial planning activities for assigned client groups.
Analyze financial performance to identify trends, risks, opportunities, and key performance drivers.
Prepare and present monthly financial reporting, including key metrics, forecasts, and performance insights.
Review Profit & Loss (P&L) results and perform root-cause analysis to identify and explain financial variances and anomalies.
Partner with accounting to investigate financial discrepancies and ensure accurate expense reporting.
Develop and maintain financial models to evaluate business performance and support operational and financial decisions.
Provide financial guidance and analytical support throughout the Operating Plan process.
Communicate financial insights and recommendations to business leaders and other stakeholders.
Identify and implement opportunities to improve financial processes, reporting, and analysis.
Manage or contribute to ad hoc financial projects and initiatives based on business needs.