Manager of Business & Planning

APA•Washington, DC

11d•Remote

About The Position

The Manager of Business & Planning role provides financial processing, tracking, reporting, and analysis support for the Business & Planning team, with a primary focus on Digital Solutions and Learning Tool products, as well as the Sales, Marketing, Content Management, and Project Management departments within APA and APA Publications. This position also works to improve sales reporting through automated dashboards and ad hoc reporting via the Salesforce/Aptus CPQ CRM tool.

Requirements

Bachelor’s degree required in Business Administration, Accounting, or Finance.
A minimum of 10 years’ experience managing complex operations and in data gathering/analysis budgeting/finance, and/or business analysis, preferably in a publishing environment
Strong organizational and communication skills, as you will be tasked with regularly communicating financial results and financial variances to senior management and must be able to articulately describe the key metrics/drivers of the business.
Intermediate Excel skills (pivot tables, v-lookups, etc.)
Intermediate GL software skills with a package such as Oracle, Business Central preferred
Basic/Intermediate PowerPoint skills
One to two years of experience writing/modifying queries and generating reports out of Salesforce and/or a Configure Price Quote (CPQ) CRM system, or a budget system such as BI360.

Nice To Haves

An MBA is preferred.
1-3 years of managerial experience preferred.

Responsibilities

Oversee the Billing operations for the Digital Solutions and Learning tool products.
Collaborates with the Configuration, Pricing, Quoting (CPQ) and Licensing team to ensure CONGA data is accurate and research inconsistencies in the data and offer solutions
Develops and/or improves financial modeling tools and operational metrics for sales and revenue analysis, forecasting across multiple product lines.
Oversee the preparation of a weekly Flash report reporting on weekly database sales, as well as key metrics related to those sales.
Assists in preparing a monthly financial package for management reporting including year- to-date revenue vs prior year and budget, as well as preparing a document outlining key takeaways from the financial results.
Works with IT to consistently improve the reporting metrics and KPI’s, particularly out of Salesforce.
Assists the Licensing Department and the Legal Department with managing risk associated with non-standard changes to the database licenses.
Assists in the annual preparation of the Digital Solution and Learning Tools revenue budgets.
Assists in the annual preparation of the Sales, Marketing, Content Management, Project Management, and expense budgets.
Works closely with senior management in deriving valid assumptions in building these budgets.
Builds and consolidates a quarterly revenue and expense re-forecast for the aforementioned areas for which this position is responsible.
Must be able to analyze large quantities of data, primarily renewal data, make retention estimates, price increase estimates, and be able to provide a solid reforecast upon which business decisions will be made.
Provides various ad hoc reporting as required, including but not limited to sales by vendor, by region, by country, etc.
Must be able to manually manipulate large quantities of data to come up with firm estimates of new sales, renewal sales, and cancel rates.
Models and analyzes data to derive useful insights for stakeholders.
Works with Accounting/Finance by validating annual sales for commission purposes and ensures the sales are credited to the correct region and all necessary adjustments are made as necessary.
Builds out Standard Operating Procedures for all financial and reporting tasks
Other duties as assigned.