Role Overview (FP&A):
The Associate Manager of Financial Planning and Analysis provides leadership, direction, and management to the financial management planning team. This role is responsible for financial planning and analytical support for business partners and provides senior management information through monthly business performance reporting. The Associate Manager prepares and reviews actual, planned and projected financial statements including income statement, capital expenditures, coworker count and ratio analyses. As well, this role ensures financial statements are accurately and appropriately stated.
Key Areas of Responsibility (FP&A):
Performsmonthly reviews of the departmental financial performance vs. plan.This includes working with departmentheads to assist them in understanding results.
Coordinatesall planning processes with assigned departments, reviews of departmentalplans and supervision of planning staff in the process.This may include sales, expense,capital, and coworker count plans.
Utilizescomplex financial models to provide insight on performance targets
Automatesand improves financial planning processes.
Providesfinancial analysis support for key capital projects
Buildssuccessful partnerships with key internal customers and cross functionalteams.
Mentorsa team of Financial Analysts.
Education and/or Experience Qualifications
Bachelor’s degree either in finance oraccounting, or another major with CPA
4 years previous financial analysisexperience.
3 years CDW finance experience.
Other Required Qualifications
Excellentverbal and written communication skills with the ability to effectivelyinteract with internal and external stakeholders, including seniorleadership
Demonstratedstrong knowledge of accounting and finance principles and practices
Solidtechnical accounting skills
Demonstratedstrong organizational skills with critical attention to detail
Trackrecord of balancing multiple priorities simultaneously with the abilityto adapt to the changing needs of the business, while meeting deadlines
Proficientin Microsoft office applications with strong experience in Excel
Proventrack record in problem analysis with the ability to creatively andproactively problem solve
Trackrecord of identifying process improvements, and making appropriaterecommendations
Strongnegotiation skills with the ability to influence stakeholders
Abilityto take the lead on researching/resolving issues (from start to finish),or representing department on projects
Abilityto coach and lead a team, as well as represent the department in projectsand other initiatives
Strongknowledge of financial accounting and reporting applications (Peoplesoftand Hyperion), and SQL
Proficientin developing complex financial models utilizing Macros
Associate Manager, Financial Planning