Financial Planning & Analysis Manager

Vizient•Irving, TX

151d

About The Position

In this role, you will collaborate with various business departments and executives to assist in the annual planning, quarterly forecasting, budget analysis, and long-term planning activities. You will ensure financial oversight and provide support for decision-making processes and financials. You will participate at monthly leadership meetings to provide an overview of the organization’s financial performance. You will participate in revenue management, monitor operating expenditures (including capital), conduct forecast analytics, present on financial health reports, and highlight any areas of concern or opportunities for improvement. You will prepare monthly financial performance reports for Business Unit (BU) and Selling, General, and Administrative (SG&A) leaders that involve comparing variance analysis to key benchmarks, capturing financial and operational key performance indicators (KPIs), identifying business trends, and translating these trends into risks and opportunities.

Requirements

Relevant degree preferred. MBA is desired.
5 or more years of relevant experience required.
Strong understanding of financial analysis and reporting required.
Strong analytical, database and spreadsheet modeling skills required.
Experience with IT budgets, licensing, revenue, headcount, and projects financials.
Ability to work collaboratively with different stakeholders, and the capability to provide valuable insights for decision-making processes.
Proficient in Excel.

Nice To Haves

Workday and Adaptive Planning experience is a plus.

Responsibilities

Partner with business leads on annual planning, quarterly forecasting, long-term planning, and allocation processes (revenue, expense, and headcount).
Prepare monthly financial review discussions and analysis with Finance Business Partners and Department Leadership.
Compile and analyze quarterly revenue retention reports.
Facilitate revenue discussions with business leaders and Finance Business Partner to support quarterly forecasting and annual budgeting.
Assess revenue performance against forecasts and budgets, identify key drivers, and track trends, seasonality, and variances.
Work with accounting teams to ensure accurate revenue recognition for subscription offerings.
Serve as a resource and subject matter expert to Finance Business Partners (FBP) and Executive Leadership regarding functional knowledge and expertise to department management and others outside department/function.
Review P&L during close periods to ensure financial data accuracy.
Uphold and safeguard the accuracy and integrity of forecast data.
Identify opportunities to improve efficiency and lead projects to deliver improvements in productivity and operating costs.
Perform highly complex financial research and analyses to identify issues, support business decisions and develop solutions.
Collaborate with development project management operations (PMO) to forecast updated roadmap involving staff capacity, contingent labor, capital, and expense.