Manager, Financial Planning & Analysis - Houston, TX

OVERVIEW

The Manager, Financial Planning & Analysis (FP&A) will be responsible for S&B’s Day-to day FP&A function.  This individual will own the monthly, quarterly, and annual FP&A processes, including management reporting, variance analysis, and budgeting/forecasting.  The Manager, FP&A will report directly to the Vice President of FP&A.

SUPERVISORY RESPONSIBILITIES:

 

Manages finance/accounting employees and provides technical expertise and direction to others in the S&B organization.

 

EDUCATION:

 

Bachelor’s degree in accounting, Finance, or Business-related field is required. Master’s and/or CPA preferred.

 

QUALIFICATIONS AND EXPERIENCE:

• Minimum of 7 years’ experience in finance/accounting and minimum of 3 years’ experience in financial planning and analysis
• Minimum 3 years of managerial experience to including training, coaching, and development of direct reports
• Ability to influence across organizational boundaries
• Ability to solve complex problems both independently and in group scenarios
• Excellent communication skills with the ability to build relationships
• Advanced Excel skills including Pivot table, lookup and conditional formulars, chart and SmartArt designs, and familiarity of the commends on the home ribbon.
• OneStream or Hyperion experience preferred
• Oracle experience a plus

TYPICAL DUTIES AND RESPONSIBILITIES:

• Manage FP&A activities during annual budget, mid-year bottom up forecast, and monthly high level forecast cycles, including Income Statement, Balance Sheet, Capex, and Cash Flow forecasting.
• Responsible for month end reporting and communication; review the financial results, and provide detailed analysis and commentary on month end reports
• Work with General Ledger, Project Accounting, and Operations teams during month end to review and understand the financial results
• Investigate material variances between actual vs budget/forecast by line items reported on financial reports and take action to ensure accuracy of the financial results.
• Develop, maintain, and distribute weekly/monthly reports to provide insights to the business for decision making purposes
• Understand key business drivers to effectively communicate the “business story”
• Collaborate with cross-functional teams during the month end and budget/forecast process and build strong and trusting relationships with key stakeholders
• Support Transformation initiatives through development of new reports, such as KPI dashboard, FTE report and SL driven reporting.
• Support the testing and validation in various financial accounting projects such as EBS upgrade, OneStream Enhancement.
• Work with department owners to build their bottom-up budget/forecast in OneStream
• Prepare business cases; build financial models to support new investments, strategic, and other business decisions.
• Recognize, mentor, coach, and develop top talent
• Adapt to new work structures, processes, or requirements
• Take initiative to discuss assignments, expectations, priorities, and deadlines; seek guidance and coaching from manager where needed
• Prepare ad hoc reports by collecting, analyzing, and summarizing information and trends
• Protect operations by keeping financial information and plans confidential
• Maintain and adhere to accounting principles, practices, and procedures in accordance with Generally Accepted Accounting Principles ("GAAP"), company policies, and industry practices
• Other duties as assigned

LANGUAGE SKILLS:

 

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, client contracts, subcontracts, and governmental regulations. Ability to write reports, business correspondence and procedure manuals. Has the ability to verbally communicate well with all organizational levels.  Job success often hinges upon interpersonal communication and relationship development skills, and job tasks require frequent interchange, and successful completion depends in large part upon effective interaction and communication with others.

 

MATHEMATICAL SKILLS:

 

Proficient in the use of standard business financial mathematical functions with the aid of a PC spreadsheet package or calculator.

 

PHYSICAL DEMANDS:

 

Ability to stand, walk, reach, climb and balance. Lifting up to 25 lbs. may be required. Require close and distance vision, depth perception, and focus.

 

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