Manager, Financial Planning & Analysis
W2 Contract
Salary Range: $156,000 - $176,800 per year
Location: Dublin, CA - Hybrid Role
Job Summary:
As a member of the Financial Planning & Analysis team, you will be responsible for our long-term planning, forecasting, and reporting processes. You will work cross-functionally across the business to deliver comprehensive financials and supporting analyses to senior leadership. The ideal candidate must have a background in Finance, possess strong analytical and communication skills, and be able to partner effectively with stakeholders across the organization.
Duties and Responsibilities:
- Manage the long-term process to ensure timely completion of key deliverables.
- Develop budget guidance for the planning process.
- Set targets and issue challenges to business partners.
- Manage the bottom-up calculations for key P&L line items.
- Partner with stakeholders across the organization to roll up the P&L.
- Support senior executives by providing scenarios and analyses to help them make decisions throughout the process.
- Prepare executive-level presentations and support materials for our annual Board Meetings.
- Manage the weekly forecast process and prepare a comprehensive summary for executive review.
- Engage with business partners to understand and explain all substantial forecast changes to senior leadership.
- Support the CFO and Investor Relations team by providing forecasted financial statements, earnings guidance models, and earnings scenarios.
- Support the ongoing evolution of the forecasting process by leveraging Hyperion to automate and enhance existing processes.
- Prepare weekly, monthly, and quarterly financial reports, including business performance analysis, inventory levels, and balance sheet data.
- Provide ongoing analytical support to influence strategic direction, guide investor relations activities, and inform senior management and board-level discussion.
- Provide ad-hoc analysis for senior management whenever necessary, ensuring tight deadlines are always met.
Requirements and Qualifications:
- Bachelor's degree required (preferably in an analytical field such as Finance, Economics, Accounting, etc.)
- CPA or MBA preferred
- 5-7+ years of post-college experience with demonstrated success at increasing levels of responsibility
- Strong familiarity with core financial planning and analysis processes, including budgeting, forecasting, and financial control process design
- Prior experience with EPM software (e.g., Hyperion, Cognos, TM1, SAP) preferred
- Outstanding analytical ability - must have a data-driven approach to solving problems. Requires very strong quantitative skills, a good sense of how to dissect problems, and a strong ability to "connect the dots."
- Prior retail or related experience is preferred (but not required) for this position. An ideal candidate understands the intricacies of a retail P&L and balance sheet, including margin, store, and supply chain cost drivers. This person will preferably understand and appreciate the nuances and financial operating requirements of an off-price, low-cost retail operator.
- Dynamic and self-motivated - must have the dedication and drive necessary to operate in a fast-paced and changing retail environment.
- Excellent communication skills - must be able to clearly communicate results and implications of analysis verbally and in writing
- A detail-oriented approach - must pay close attention to details and have the drive to get things right.
- Relationship building - Effective working relationships need to be built with a broad range of people across the organization.
- Strong fundamental business technical skills - very strong Excel modeling skills, proficiency in PowerPoint, and the ability to learn Hyperion.
- Demonstrated ability to use discretion in handling highly sensitive confidential information
Desired Skills and Experience
Financial Planning & Analysis, Finance, budgeting, forecasting, reporting, ad-hoc analysis, P&L, EPM, Hyperion, Cognos, TM1, SAP, Excel, PowerPoint
Bayside Solutions, Inc. is not able to sponsor any candidates at this time. Additionally, candidates for this position must qualify as a W2 candidate.
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