14 Financial Planning & Analysis Manager Jobs in Raleigh, NC
Systems & Methods, Inc (SMI) is Hiring a Financial Planning & Analysis Manager Near Raleigh, NC
DescriptionSystems & Methods, Inc. (SMI MGMT)SMI is one of the most highly regarded technology producers in the human services field. We develop state-of-the-art solutions for complex human service operations. To maintain our prominence in this competitive industry, SMI recruits individuals who are technical, creative, client-focused, and most importantly willing to go the Extra Mile. With over 50 years as a family-owned and operated business, SMI considers its employees and clients part of an extended family. We are a family serving families. Our culture is one of teamwork, dedication, empowerment, and a strong emphasis on work-life balance. We offer an optimal atmosphere for career growth and achievement while remaining competitive in terms of compensation and benefits. We are multi-state operation and administrative private company with a staff of over 650 employees throughout the United States. We depend on the expertise of our SMI team to support and develop the very best systems and product lines in the industry and expect continued innovation. If you are looking for a meaningful and fulfilling career, we hope that you will consider SMI.
Job Summary: The Financial Planning and Analysis Manager will play a critical role in the integration of new business opportunities with the company’s current financial operations, including forecasting, budgeting, and strategic planning. The primary objective of this role is to provide financial insights that aid in strategic decision-making, drive financial performance, and support the company’s growth objectives. The ideal candidate will have a strong background in financial analysis and investment banking.
Key Functions/Basic Duties
- Analyzes financial data and creates financial models for decision support.
- Tracks the company’s financial performance against strategic goals and budgets.
- Monitors financial market trends to ensure the company’s financial strategy aligns with market conditions.
- Develops profiles of potential new business opportunities and provides Senior Leadership with a valuation offer range for such targets
- Provides financial insights to support business decision-making by conducting scenario analysis to assess the financial impact of new business opportunities and identifies opportunities for improvement.
- Conducts and ensures full due diligence on each opportunity by working in conjunction with a variety of groups for each area of business expertise.
- Works closely with senior leadership to develop strategic financial plan, facilitates deal review meetings to evaluate the impact of new business, including anticipated revenue and gross profit.
- Oversees regular financial forecasting and updates financial models as necessary.
- Prepares monthly, quarterly, and annual financial reports.
- Leverages investment banking knowledge to analyze potential investment opportunities and risks.
- Bachelor's degree in Finance, Accounting, or related field. MBA or advanced degree preferred
- Minimum 5 yrs. experience in FP&A, Consulting, and/or Operations
- Expert proficiency in financial modeling and forecasting techniques
- Working knowledge of ERP, reporting, planning, and Power BI systems
- Advanced Excel; ideal candidate has used complex Excel functions, Pivot Tables, and Macros
Computer Skills: Proficient in MS Office Suite and Smartsheet.
SMI offers employees great insurance, a 401(K) plan, HSA/Flexible Spending Account, paid holidays/paid time off, and profit-sharing.
To learn more about the SMI Culture, please visit our website: https://www.smi-inc.com/family/culture
We are an Equal Opportunity Employer. We are a Drug-Free Workplace.
Job Summary
Full Time
IT Outsourcing & Consulting
$117k-147k (estimate)
05/22/2024
07/11/2024
smi-inc.com
JEFFERSON CITY, MO
200 - 500
1971
Private
CHARLES HALLINGSWORTH
$10M - $50M
IT Outsourcing & Consulting
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The job skills required for Financial Planning & Analysis Manager include Analysis, Accounting, Leadership, Dedication, Financial Planning, Insight, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning & Analysis Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning & Analysis Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planning & Analysis Manager positions, which can be used as a reference in future career path planning. As a Financial Planning & Analysis Manager, it can be promoted into senior positions as a Financial Planning and Analysis Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning & Analysis Manager. You can explore the career advancement for a Financial Planning & Analysis Manager below and select your interested title to get hiring information.
If you are interested in becoming a Financial Planning&Analysis Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planning&Analysis Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Planning&Analysis Manager job description and responsibilities
As a key part of the forecasting process, FP&A teams conduct variance analysis to show management how the budget and/or rolling forecast compares against actual performance.
06/04/2022: Petaluma, CA
Develop business planning process, prepare reports and analyze all chief metrics for all financial plans.
05/19/2022: Allentown, PA
Maintain records receivable for grants, prepare business and financial analysis and perform required research.
05/14/2022: Pueblo, CO
Develop consolidated forecasts; coordinate with various sales and operation team to develop financial forecasts.
04/22/2022: Fort Smith, AR
Evaluate all financial results and associated reporting, conduct financial and commercial studies to develop analyses.
03/28/2022: Evansville, IN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planning&Analysis Manager jobs
Research the market, brainstorm options, and decide on a new product/service/business.
04/04/2022: Milwaukee, WI
Conceptualise new product/service/business.
03/16/2022: Petersburg, VA
Design and specify key attributes of new business.
04/30/2022: Brownsville, TX
Develop financial plans perform comparative analyses and prepare annual budget.
03/31/2022: Fairbanks, AK
Strengthens Departmental Relationships.
04/20/2022: Portland, ME
Step 3: View the best colleges and universities for Financial Planning&Analysis Manager.
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