Here are some sample job advertisements for this type of role:
Director, FP&A
MasterCard – Purchase, NY 10577
The Director, Corporate Financial Planning and Analysis is responsible for leading the execution of the annual global market size and share project in 50+ countries in partnership with local/regional/global product, finance and country management.
Role
- Provide consultative support on market research studies as needed, e.g. US Commercial vertical sizing/share, U.S. healthcare payment sizing/share
- Manage external vendor relationship engaged to deliver market size and share research
- Develop and publish annual country market size and share report
- Analyze and present quarterly competitor card payments volume trends
- Provide market and macro-economic expertise in support of ad hoc projects and analyses for company-wide strategic efforts, financial planning, Investor Relations queries, Executive Compensation PSU calculations, Board of Director presentations, RFPs, industry events, etc.
All About You
- Bachelor’s degree required; MBA preferred
- Highly analytical with experience in competitive analysis, strategy, product management, regional management, corporate finance, consulting and/or equity research
- Excellent financial skills
- Strong analytical, verbal and written communication skills
- Ability to work effectively across organizational and geographic boundaries, moderate meetings, and provide stewardship on company-wide projects
- Ability to independently develop high-quality presentations
- Ability to lead complex projects from start to finish
- Executive level interpersonal and presentation skills
- Knowledge of financial services and/or payment industry preferred
- Proficient with PowerPoint, Excel and Hyperion/Essbase (or similar tools)
- Ability to travel 10%
FP&A Manager
Balchem Corporation– Middletown, NY 10941
Balchem Corporation (Nasdaq:BCPC) is a publicly traded global specialty chemicals company with $640 million plus in revenue and north of $3 billion market cap, having witnessed steady growth over the past five years. The Company was founded in 1967 and is based in New Hampton, NY (Hudson Valley area). Balchem develops, manufactures, and markets specialty performance ingredients and products for the food, nutritional, feed, pharmaceutical, and medical sterilization industries in the United States and internationally. The Company consists of four business segments: Human Nutrition & Health; Animal Nutrition & Health; Specialty Products; and Industrial Products and employs over 1,100 people worldwide who are engaged in many diverse activities, developing the company into chosen market leadership positions. To learn more about our dynamic, stable and growing company, visit www.balchem.com.
Position Summary:
Balchem is looking for a Finance Manager to lead the Corporate Financial Planning & Analysis activities. This role will report directly to Balchem’s CFO and responsibilities will include managing the annual budget and monthly forecasts, strategic financial plans, supporting M&A evaluations, analyzing financial results and presenting analysis to senior management. This individual will have an eye towards continuous improvement, leveraging technology and other solutions to automate and scale our processes to enable continued growth. In addition, this role will support the CFO in Investor Relations related activities. This individual will actively engage with Finance partners and cross-functional teams to create, update, and report financial information, inclusive of ad hoc deliverables. The individual must possess excellent critical thinking skills, strong interpersonal and communication skills, and possess an attention to detail, while comprehending the bigger picture. Overall, this person will play a key role on the Finance leadership team.
Key Reponsibilities:
- Proactively lead thoughtful analysis regarding P&L, Balance Sheet, and key financial and business metrics
- Support core processes regarding monthly forecast and results, quarterly earnings, annual budget, and strategic plan.
- Recommend and drive finance related process improvements; provide input to improve efficiency, effectiveness, and accuracy of forecasting and reporting, as required.
- Support development of Investor Relations materials and monitoring of investor and shareholder related activities
- Support Financial modeling around M&A-related evaluations.
- Collaborate effectively with Accounting and other internal partners to drive comprehensive executive reporting.
- Use insight, analysis and critical thinking to evaluate and make recommendations on long term profitability of business model, as well as future impact of initiatives being launched.
- Provide input for business decisions by producing detailed financial models (P&Ls and DCFs) incorporating detailed assumptions, expectations, and known risks.
- Drive deployment of financial targets and provide business insight and analysis to support a variety of business issues.
- Manage and conduct budget review meetings; present information to the executive committee; manage and maintain a centralized annual budget tool; research trends and variances to plan; and manage the general and administrative expenses of the company.
- Perform routine and ad-hoc financial analysis utilizing financial modeling and business analysis techniques.
- Conduct research as needed.
- Serve as a liaison with budget managers and assists in the development of cost budgets.
Requirements:
- Bachelor’s degree in Accounting, Finance or Business discipline
- 5+ years of directly related finance experience in progressively responsibility.
WE VALUE:
- Comprehensive financial analysis skills that enable development and evaluation of complex business transactions
- Strong written and verbal communication skills, including presentation skills
- Strong problem solving and analytic skills; results and detail oriented
- Ownership and accountability and ability to influence others
- Strong planning and organization skills, with ability to effectively manage multiple projects in a dynamic environment
- Demonstrated ability to develop solid working relationships across functions
- Excellent interpersonal skills to work collaboratively with numerous partners
- Proven ability to translate requests into objectives, present clear and actionable findings, and communicate them both in writing and orally
- Advanced degree and/or CPA/CMA is a plus
FP&A Analyst
Thrasio – New York, NY
Thrasio was established in 2018 with a clear mission: to become the largest, most profitable seller on Amazon. Since then, our growth has been dramatic; we have over $100MM in committed capital, with an impressive group of investors supporting our success. We’re sustainably profitable and growing at an expeditious rate across 5 global offices. Thrasio creates and sells over 1,000 best selling products on Amazon across a number of different categories; everything from pet supplies, to fitness equipment. We hire remarkably smart and driven individuals in a that collaborate and thrive on building a company that is disrupting the way e-commerce is done; if this sounds like you, let’s talk. At Thrasio, we’re reimagining, innovating and revolutionizing the consumer goods industry for the next century, come join us!
The Role
Thrasio is looking for key professionals to be part of a newly formed Financial Planning and Analysis function at Thrasio. This role provides counsel and consulting to the Company on business planning and strategic business initiatives such as long-range planning, budgeting and forecasts, major investments, enterprise performance, strategic alliances, new markets and products, and business unit key initiatives. This team will also be overseeing the evaluation of business performance and other key analyses (e.g., business cases, dashboards) that are strategic and of high importance to senior management. Other responsibilities include:
- Establishes a process for analyzing, reviewing, and prioritizing projects and key initiatives, including IT projects, to ensure allocation of resources are aligned with key growth initiatives. Facilitates a cross functional review of business case analysis, performance, etc.
- Establishes and manages process for project prioritization, including business case development, capital planning, monthly business reviews, dashboard and management reporting
- Partners with the executive management, and their teams across, to provide strategic analysis, insights, reporting, and analytics that influence business decision-making
- Develops and maintains relationships with all departments within Thrasio acting as a trusted partner and advisor
- Understands the operating and financial dynamics of each of the departments (e.g., strategic plans and objectives, nature and timing of business cycles, drivers of financial performance)
- Ensures that standard processes, frameworks, and assumptions developed by the Financial Planning & Analysis group are followed
- Works with partners in an efficient, relevant, creative and impactful manner
- Oversees the evaluation of business performance and other key analyses (e.g., business cases) that are strategic and of high importance to senior leadership
- Developing, improving and issuing timely financial reporting for Executive Management, Committees, and Board of Directors
- Providing status of financial condition by collecting, interpreting, and reporting financial data
- Balances the needs of the business unit with corporate requirements and overall enterprise priorities
- Manages dedicated team and oversees execution of corporate planning, budgeting, forecasting, business case analysis, pricing, and contract and vendor management
- Ensures that rigorous and forward-looking analyses are applied to new and existing products/services across the company and that resources are effectively allocated and consistent with overall business unit and corporate strategies and objectives
- Participates in the corporate Financial Planning & Analysis group in improving overall planning process, including the conversion to a continuous planning and forecasting process that emphasizes future performance
- Continually promotes the consistent use of corporate processes, standards, frameworks, tools and guidelines established by the Finance and Finance Planning and Analysis
- Reviews and approves ad-hoc analyses that potentially have significant impact on one or more departments
- Identifies appropriate measures and continually monitor customer satisfaction to ensure that customers’ expectations are exceeded and that appropriate procedures / protocols are in place to address / elevate significant customer issues
What You Bring to the Party
- Bachelor’s Degree in Business, Accounting, Finance or related discipline required; related master’s degree preferred
- 3+ years of relative progressive experience
- Strong understanding of finance, strategic planning, forecasting, accounting principles and practices, management principles, and preferred business practices
- Proven ability to function well independently as well as in a team, and be comfortable in a fast paced and dynamic environment with a high degree of accuracy
- Entrepreneurial and comfortable with ambiguous and change-led environments; self-confident with an authentic style that gravitates to championing change.
- Encourages diversity of thought and experience. Continually seeks new perspectives and feedback, taking an inclusive approach and engaging diverse points of view
- Proven ability to prioritize deliverables and projects to meet timelines efficiently, to adapt to changes in priorities quickly, and manage multiple initiatives simultaneously to drive projects to completion and deliver quality materials under tight deadlines
- Robust decision-making and analytical skills. Strong command of finance policies, operations, and risk management with the ability to grasp complex and detailed issues
- Experience determining when to escalate to management and identify the right stakeholders for decision making
Our Finance team is growing and we have an opportunity for a strategic Manager, Corporate FP&A in our Chicago office. This role will be responsible for leading actuals analysis, forecasting and budgeting in addition to ad-hoc analytics and functional fixed cost support for the consolidation of all business segments.
HOW YOU’LL MAKE AN IMPACT:
- Effectively articulate our products and segments, how we generate revenue and the various SG&A costs within our company.
- Provide insights on where we could focus to drive simplification, visibility and effectively partner with the business.
- Lead actuals analysis, forecasting and budgeting.
- Prepare detailed variance analyses for the product/business function P&L to include assessments of price/volume/mix on both revenue and costs.
- Develop full P&L forecasts and budgets based on trends, business decisions, sales input and interaction with FP&A team members.
- Complete ad-hoc reporting and analysis in support of the Sr. business leaders, Finance leadership and Executive leadership. Analyze current and past trends in key performance indicators, assess product strengths and opportunities, monitor competitive landscape, and provide actionable insights and recommendations to Senior Management to drive business results.
- Provide functional fixed cost support.
WHAT YOU’LL BRING TO VALASSIS:
- Bachelor’s degree in Accounting, Finance, Economics or related field; MBA preferred
- Minimum 5+ years of progressive experience with Revenue and Expense planning, forecasting and analysis of business results.
- Strategic thinking.
- Ability to think analytically and solve complex problems.
- Budgeting and forecasting experience (along with financial modeling)
- A strong understanding of the P&L and can make a correlation between business/client decisions and P&L impacts.
- Advanced Excel skills; Hyperion experience a plus.
- Ability to juggle multiple projects and prioritize accordingly.
- Candidate must exhibit intellectual curiosity and be able to explain the “why” in addition to the “what”.
- Strong written and oral communication skills.
WHO WE ARE:
Valassis, a Vericast business, is the leader in marketing technology and consumer engagement. We work with over 60,000 companies and brands in a wide array of industries, partnering to anticipate consumer intent, inspire action, and create demand. NCH Marketing Services, Inc. and Clipper Magazine are Valassis subsidiaries, and RetailMeNot Everyday™ is its consumer brand. Its signature Have You Seen Me?® program delivers hope to missing children and their families. Follow Valassis on LinkedIn, Instagram, Facebook and Twitter.