Planning & Reporting Job Description
Planning & Reporting Duties & Responsibilities
To write an effective planning & reporting job description, begin by listing detailed duties, responsibilities and expectations. We have included planning & reporting job description templates that you can modify and use.
Sample responsibilities for this position include:
Planning & Reporting Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Planning & Reporting
List any licenses or certifications required by the position: CPA, PMP, SAP, GSO, TAFE, MBA
Education for Planning & Reporting
Typically a job would require a certain level of education.
Employers hiring for the planning & reporting job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Business/Administration, MBA, Education, Engineering, Mathematics, Computer Science
Skills for Planning & Reporting
Desired skills for planning & reporting include:
Desired experience for planning & reporting includes:
Planning & Reporting Examples
Planning & Reporting Job Description
- Forecasting and reporting for internal and external stakeholders
- Optimisation of returns and capital through analysis and planning
- Coordination of tax support for group-wide and / or strategic projects
- Associated governance, control and risk management
- Provide financial knowledge and assist the Associate Director in various Wireless revenue projects
- Preparing journal entries, analyze month end revenues KPI and work with the business to provide insightful business driver rate/volume explanations for budget and prior year variances
- Work closely with Operations to understand and evaluate key business trends/ratios and to ensure the accuracy and integrity of financial reported results budgets
- Assist in the preparation of monthly and annual forecasts
- Provide ad-hoc reports and analysis as required
- Work with business partners to identify/validate key business results and provide sound recommendations
- 5-7 years minimum post University experience in industry analytics role and/or Investment Banking or Consulting
- Master’s Degree in Economics, Marketing or similar
- Previous experience in consultancy/auditing will be considered a plus
- Excellent computer skills required (especially Excel and Power Point)
- General knowledge of the financial industry and the Canadian/U.S. economy
- Excellent quantitative, analytic skills and financial modeling skills
Planning & Reporting Job Description
- Develop, maintain and analyze major strategic business cases
- Prepare selected financial and operational reports to add insight and drive decision making
- Support financial/strategic reviews with the Senior Management team
- Conduct cost/benefit analysis and sensitivities in a timely and accurate manner
- Obtain information from various internal and external systems and build financial models that make efficient use of data from various sources
- Clarify and simplify project requirements and summarize for executive review
- Build succinct presentations to successfully communicate findings to an executive audience
- Work independently to prioritize and present various projects
- Review monthly results vs
- Identify risks and opportunities and incorporate into plans & forecasts
- Comfortable working with various financial systems and seasoned knowledge of Excel and PowerPoint
- Business confidence, professional acumen, and self-motivated
- Able to self-manage, successfully complete unstructured tasks, and is results oriented
- Comfort in dealing with ambiguity and working on several deliverables simultaneously
- Enjoys data mining and data research
- Proactively looks for opportunities for business improvements
Planning & Reporting Job Description
- Fully integrated in strategical and other main CRC decision to ensure alignment and execution
- Schedule internal staff in order to meet quality targets while maximizing resources utilization
- Implement process and practices that may ease the working conditions of the employees, in full respect of the business stakes
- Prepare monthly analyses and reports for Executive Management and the Board of Directors, primarily related to EBIT, ROIC, EPS, Working Capital, Invested Capital, SG&A, , various adhoc requests
- Liaise with other corporate functions as needed (e.g., Controlling, Treasury, Tax, Segments, ) to align results
- Continuously analyze financial results, estimates and assumptions
- Assist in the annual business planning process for all Segments and Operating Companies
- Facilitate monthly cycle planning meetings and prepare cycle planning communications for the distribution team
- Support the smooth execution of the SP&I process
- Ensure reports are accurate and on time to meet regional guidelines
- Have a flexible schedule during peak periods
- Excellent verbal and communication written skills
- Experience working with senior levels of management (CEO, COO, CFO) an asset
- Experience in leading and motivating teams of professional staff
- 5 years in business planning
- A graduate degree such as an MBA or professional designation such as a CPA/CMA/CA/CGA/CFA is an asset
Planning & Reporting Job Description
- Help with cycle planning, programme evaluation and end-market performance information
- Contribute to regional strategy development by providing a long-term view on end-market opportunities and threats
- Identify and recommend process improvements to make the cycle planning and communication process more effective
- Assist Director in coordinating the planning process and activities for reporting purposes
- Prepare ad-hoc department variance analysis reports and other projects as assigned
- Maintain collaborative, customer-focused relationships across the division to facilitate timely resolution of issues during budget processes
- Provides subject matter expertise, working on behalf of both Corporate and Divisional FP&A leadership to identify data requirements and appropriately leverage data
- Develop new analytical capabilities
- Provide business insight supporting advanced decision making
- Provides division support to internal and external customers, including the Planning, Analysis and Reporting Lead, Corporate FP&A leads and Division Controllers
- Can demonstrate knowledge of the Banking Reform Act and the financial services industry
- Proficient in preparing information packs and financial modelling
- Highly capable in analysis and interpretation of data, being able to draw succinct and meaningful conclusions
- Assist Manager - Financial Planning and Reporting in collecting and analyzing business unit input used for financial planning
- Assist Manager - Planning and Reporting with financial planning direction and strategies
- Professional financial analysis experience
Planning & Reporting Job Description
- Working knowledge of Excel, TM1 and SAP
- Tertiary qualification in a finance discipline with relevant work experience
- Compliance to SOX and Accounting Framework
- Relationship Management/Interface to service providers from Local and Regional Global Services (GS), Business Support COE (BSCOE), Tax COE and Compliance
- Stakeholder management and ability to manage change
- Strong sense of accountability to deliver on business results in a timely & accurate manner
- Ability to make the complex clear and easily understood by others
- Strong verbal/written communication skills and business acumen
- Ability to recognize customer needs and build / maintain productive working relationships with others
- Aptitude in thinking and acting beyond the scope of immediate role and responsibility
- CGA, CMA, CA professional accounting designation preferred
- Skilled in relevant software Excel, Essbase (desirable), SAP, Walker, FMR, Word, PowerPoint and other packages
- Advanced MS Excel, PowerPoint and other presentation software
- 5-7 years of advanced functional skills in management reporting and business support
- Advanced people management skills, with a focus on leadership
- Active understanding of business issues