Financial Planning & Analysis Manager

Vizient, Inc; Irving (TX); On-site; USD 77,000 - 136,000; Full time

Job summary

An established industry player seeks a Financial Planning & Analysis Manager to drive financial oversight and support decision-making. This role offers the chance to collaborate with various business departments and executives, ensuring effective annual planning, quarterly forecasting, and budget analysis. You'll be pivotal in presenting financial health reports and identifying areas for improvement. With a focus on enhancing productivity and reducing costs, this position promises a dynamic work environment that values your expertise in financial analysis and reporting. Join a forward-thinking company that prioritizes employee growth and inclusivity.

Benefits

Comprehensive Benefits

Incentive Eligibility

Professional Growth Opportunities

Qualifications

• Minimum of 5 years of relevant experience required.
• Strong understanding of financial analysis and reporting.
• Proficient in analytical, database, and spreadsheet modeling skills.

Responsibilities

• Collaborate with business leads on annual planning and budgeting.
• Prepare monthly financial review discussions with leadership.
• Analyze revenue performance against forecasts and budgets.

Skills

Financial Analysis

Reporting

Analytical Skills

Database Modeling

Spreadsheet Modeling

Stakeholder Collaboration

Education

Relevant Degree

MBA

Tools

Workday

Adaptive Planning

Excel

Job description

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At Vizient, we foster an environment where employees feel engaged, satisfied, and empowered to contribute their unique skills and talents while being authentic. We offer extensive opportunities for personal and professional growth, building both employee competence and organizational capability to drive exceptional performance through an inclusive environment now and in the future.

Summary

In this role, you will collaborate with various business departments and executives to assist in annual planning, quarterly forecasting, budget analysis, and long-term planning activities. You will ensure financial oversight and support decision-making processes and financial reporting. You will participate in monthly leadership meetings to provide an overview of the organization’s financial performance. Your responsibilities include revenue management, monitoring operating expenditures (including capital), conducting forecast analytics, presenting financial health reports, and identifying areas for improvement. You will prepare monthly financial performance reports for Business Unit (BU) and Selling, General, and Administrative (SG&A) leaders, involving variance analysis, KPI tracking, trend identification, and translating these into risks and opportunities.

Responsibilities

• Partner with business leads on annual planning, quarterly forecasting, long-term planning, and allocation processes (revenue, expense, and headcount).
• Prepare monthly financial review discussions and analysis with Finance Business Partners and Department Leadership.
• Compile and analyze quarterly revenue retention reports.
• Facilitate revenue discussions with business leaders and Finance Business Partners to support forecasting and budgeting.
• Assess revenue performance against forecasts and budgets, identify key drivers, and track trends, seasonality, and variances.
• Work with accounting teams to ensure accurate revenue recognition for subscription offerings.
• Serve as a resource and subject matter expert to Finance Business Partners and Executive Leadership regarding financial knowledge and expertise.
• Review P&L during close periods to ensure data accuracy.
• Uphold and safeguard the accuracy and integrity of forecast data.
• Identify opportunities to improve efficiency and lead projects to enhance productivity and reduce operating costs.
• Perform complex financial research and analyses to identify issues, support decisions, and develop solutions.
• Collaborate with project management operations (PMO) to forecast staff capacity, contingent labor, capital, and expenses.

Qualifications

• Relevant degree preferred; MBA is a plus.
• Minimum of 5 years of relevant experience required.
• Strong understanding of financial analysis and reporting.
• Proficient in analytical, database, and spreadsheet modeling skills.
• Experience with IT budgets, licensing, revenue, headcount, and project financials.
• Ability to collaborate effectively with stakeholders and provide insights for decision-making.
• Workday and Adaptive Planning experience are advantageous.
• Proficient in Excel.

Additional Information

The estimated salary range is $77,400 to $135,400, considering skills, experience, and location. This position is incentive eligible. Vizient offers comprehensive benefits. For more details, visit our careers page. We are an equal opportunity employer committed to diversity and inclusion.