Manager, Finance Planning & Analysis Business Partner

Reports to the 2nd VP, Financial Planning & Analysis and serves in the capacity as a business partner to an operating segment of the organization. The position will collaborate with other finance business partners and oversee, direct, and organize the responsibilities of supporting team member(s) to achieve overall department objectives. The finance business partner supports segments and its leaders with all finance-related matters, including financial reporting, earnings analysis, planning, and performance management of strategic projects. The position also provides guidance to leaders and partners in order to drive improved financial results and facilitate fact-based decision making. The finance business partner is knowledgeable about business initiatives and current and future financial performance of the business unit.

Job Duties and Responsibilities:

Coordinates financial analysis activities for business units:

Supports the operating segment with accurate, timely, and actionable management information.  Specific duties include:

• Providing financial analysis and data insights
  • Financial reporting
  • Variance analysis
  • Trend analysis of key metrics
• Facilitates the development of the annual plan / detailed expense budgets
  • Assist in the production of the annual budgets and forecasts
  • Support in the creation of long-term financial projections
• Supports strategic initiatives critical to delivering the strategy
  • Performance measurement of projects
  • Monitoring expense allocations within the business unit
  • Validating the accounting treatment of capital expenditures

Support overall finance team:

Works collaboratively with other finance team members to report accurate and timely results.  Specific duties include:

• Supporting the close with segment specific estimates and accruals
• Preparing monthly and quarterly earnings packages, including variance analysis to forecast, plan, and prior year
• Developing the overall enterprise financial plan and quarterly reforecasts
• Facilitating the expense allocation process to better inform profitability metrics
• Identifying any significant asset write-offs

Special Projects:

Supports operating segment with strategic initiatives and process improvement efforts to gain efficiencies:

• Provides leadership to strategic corporate initiatives that impact finance operations, including new product launches, new carrier or client accounts, and strategic transactions
• Assists with Allied’s finance transformation, including assessment of forecasting, expense allocation capabilities, variance analysis, and project performance management capabilities

Staff Management & Development:

• Provides leadership to staff that fosters a commitment to quality and excellence, creating an atmosphere of teamwork and open communication and a climate that emphasizes company values, trust, respect, cooperation, and continuous improvement
• Develops and maintains an effective organization, which includes staffing, motivating, training, evaluating, compensating, and mentoring including managing the performance of individuals and teams
• Partners with staff to identify and monitor professional growth opportunities as part of their development and preparation for future opportunities
• Performs related activities as directed and manages personal self-development to prepare for new responsibilities and challenges in a changing environment
• Researches and attends online or external continuing education and industry events to foster development, keep up with best practices, and stay current with trends related to the accounting and financial management of acquisitions

Qualifications (Education, Experience, Certifications & KSA):

• Bachelor’s or Master’s degree in business required. Field of Study: Accounting or Finance
• Education and/or professional credentials beyond the bachelor’s degree (e.g., CPA, CFA, MBA) strongly preferred
• Minimum of 5 years of corporate finance experience, preferably accounting/finance operations
• Demonstrated knowledge of GAAP accounting principles and financial statements
• Strong proficiency or aptitude for financial management systems for purposes of data retrieval
• Strong proficiency with Microsoft Office products for financial analysis and reporting

Strong behavioral capabilities will be essential, including:

• Ability to execute – attention to detail, service quality excellence