Manager, Financial Analysis & Planning

The Manager of Analysis & Planning, under the direction of the Director of FP&A, is responsible for the process of assisting with the direction of overseeing the compilation and the analysis of GIA's global short-term and long-term financial strategies, including its annual budget process. The role will oversee the management of the FP&A department’s development and distribution of management reports, analysis of financial trends – including actual results against budget and forecast, the calculation of the monetary effects of potential business decisions, and the provision of advice to GIA’s operational leaders. The Manager of Analysis & Planning plays a crucial role in guiding the financial health and strategic direction of the organization. 

Using a variety of tools, the Manager of Analysis and Planning performs the following duties:

ESSENTIAL DUTIES AND RESPONSIBILITIES

Leadership

• Team Management: Lead and mentor a team of FP&A professionals, fostering a collaborative and high-performance culture.
• Strategic Guidance: Collaborate with FP&A leadership to provide strategic direction and insights to senior management, supporting the decision-making process with forward thinking collaboration.
• Stakeholder Engagement: Build strong relationships with key stakeholders across the organization to ensure alignment of financial goals and objectives.

Core FP&A Foundational Activities

• Budgeting and Forecasting: Oversee the management of annual budgets and periodic forecasts, ensuring accuracy and alignment with business objectives.
• Financial Analysis: Manage and conduct detailed financial analysis to identify trends, variances, and opportunities for improvement. Guiding the FP&A team members direct activities to support organizational goals.
• Performance Reporting: Develop, prepare, and present regular financial performance reports, highlighting key metrics and insights. Coordinated monthly/quarterly business reviews with senior leadership; reviewed P&L results, margin, KPI’s, and identified actionable gaps to plan resulting in corrective action.
• Profitability Reporting: Develop and oversee pricing reviews to recommend optimal pricing scenarios for new and existing business lines.
• Scenario Modeling and Presentation: Develop multiple business case scenarios and present to a host of audiences across the organization, including to C-suite members.

• Cross Functional Collaboration: Collaborates regularly to provide financial insights, gather operational updates, and develop financial acumen with functional leadership including, but not limited to: IT, Marketing, Legal, Compliance, Internal Audit, Human Resources.

Transformation and Optimization of Financial Reporting

• Process Improvement: Lead initiatives to streamline and optimize financial reporting processes, enhancing efficiency and accuracy.
• System Optimization and Reporting: Identify opportunities for optimized use of existing systems, partnering with operations and business systems; Implement new reporting tools for enhanced transparency and availability of financial data across the organization; improve data analysis and reporting capabilities.
• Change Management: Drive change management efforts to ensure successful adoption of new processes and technologies within the FP&A function.

TECHNICAL COMPETENCIES (Knowledge, Skills & Abilities)

To achieve successful performance, an individual must accomplish each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skills, and/or abilities required.

• Knowledge and understanding of Generally Accepted Accounting Principles (GAAP).
• Acuity of key business concepts and relationships applicable to a unified academic/research/laboratory operation.
• Strong attention to detail and the ability to effectively review and provide an accurate, well-organized delivery in a time-conscious fashion.
• Capability to compose and edit written materials (correspondence, policies, procedures, etc.).
• Ability to professionally communicate and collaborate in a complex environment with a focus on customer service.
• Strong interpersonal skills with