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 the ability to effectively field questions, discuss financial issues, explain analysis, and support financial tracking of key projects with a wide range of audiences with varying levels of financial acumen.
• Discernment of project management, continuous improvement, and technical research principles, practices, and techniques
• Aptitude to process financial data and formulate analytical reports and reconciliations. Ability to think strategically with consideration for broader implications of various alternatives.
• Ability to perform and prioritize multiple tasks and meet critical deadlines while maintaining accuracy and quality.
• Ability to work independently, prioritize, and manage multiple projects.
• Expertise in Microsoft Office applications, Tier 1 enterprise resource planning (ERP) software, and other technical applications.
• Management experience, overseeing the work of others, including developing and training direct and indirect reports.

EDUCATION AND EXPERIENCE

• Bachelor's Degree with an emphasis in Finance or Accounting related field,
• 5- 7+ progressive finance experience required.
• 1+ years of experience leading or supervising staff.
• Demonstrated knowledge of Generally Accepted Accounting Principles (GAAP) and customary business terms and practices is required. Acquaintance with global business customs and accounting principles strongly preferred.

PHYSICAL REQUIREMENTS / WORK ENVIRONMENT (if applicable)

• Tasks are performed in a professional office environment.
• Extensive use of office equipment including computer, calculator, copier, facsimile, and related hardware and software.

Pay: $111K-146K

Disclaimer: This job description indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification and it may be changed by management at any time. Other duties may also apply. Nothing in this job description changes the at-will employment relationship existing between the Company and its employees.