Financial Planning & Analysis Manager - Finance

Vizient; Irving (TX); On-site; USD 77,400 - 135,400; Full time

Job summary

Vizient is seeking a Senior Associate to assist in financial planning, budgeting, and forecasting in Irving, Texas. You will collaborate with various departments to ensure financial oversight, prepare monthly performance reports, and lead financial discussions within the organization.

The ideal candidate has a strong background in financial analysis, at least 5 years of experience, and preferably an MBA. Advanced proficiency in Excel is required, along with the ability to work collaboratively with diverse stakeholders.

The estimated salary range is between $77,400.00 and $135,400.00, and the position is eligible for incentives.

Qualifications

• 5+ years of relevant experience required.
• Strong understanding of financial analysis and reporting.
• Ability to work collaboratively with stakeholders.

Responsibilities

• Partner with business leads on planning and forecasting.
• Prepare monthly financial review discussions.
• Serve as a resource to Finance Business Partners.

Skills

Financial analysis

Spreadsheet modeling

Analytical skills

Collaboration

Database management

Presentation skills

Education

Relevant degree (MBA preferred)

Tools

Workday

Adaptive Planning

Excel

Job description

Summary

In this role, you will collaborate with various business departments and executives to assist in the annual planning, quarterly forecasting, budget analysis, and long-term planning activities. You will ensure financial oversight and provide support for decision-making processes and financials. You will participate at monthly leadership meetings to provide an overview of the organization’s financial performance. You will participate in revenue management, monitor operating expenditures (including capital), conduct forecast analytics, present on financial health reports, and highlight any areas of concern or opportunities for improvement. You will prepare monthly financial performance reports for Business Unit (BU) and Selling, General, and Administrative (SG&A) leaders that involve comparing variance analysis to key benchmarks, capturing financial and operational key performance indicators (KPIs), identifying business trends, and translating these trends into risks and opportunities.

Responsibilities

• Partner with business leads on annual planning, quarterly forecasting, long-term planning, and allocation processes.
• Prepare monthly financial review discussions and analysis with Finance Business Partners and Department Leadership.
• Serve as a resource and subject matter expert to Finance Business Partners (FBP) and Executive Leadership regarding functional knowledge and expertise to department management and others outside department/function.
• Review P&L during close periods to ensure financial data accuracy.
• Consistently uphold and safeguard the accuracy and integrity of forecast data.
• Work with accounting teams to ensure accurate revenue recognition for subscription offerings.
• Identify opportunities to improve efficiency and lead projects to deliver improvements in productivity and operating costs.
• Perform highly complex financial research and analyses to identify issues, support business decisions and develop solutions.
• Collaborate with development project management operations (PMO) to forecast updated roadmap involving staff capacity, contingent labor, capital, and expense.
• Analyze cross-BU allocations and variance drivers.
• Review cash prepaid expenditures and forecast amortization.
• Quarterly revenue retention analysis.
• Other duties as assigned.

Qualifications

• Relevant degree preferred. MBA is desired.
• 5 or more years of relevant experience required.
• Strong understanding of financial analysis and reporting required.
• Strong analytical, database and spreadsheet modeling skills required.
• Experience with IT budgets, licensing, infrastructure, headcount, and projects financials.
• Ability to work collaboratively with different stakeholders, and the capability to provide valuable insights for decision-making processes.
• Workday and Adaptive Planning experience is a plus.
• Advanced proficiency in Excel.

Estimated Hiring Range

The current salary range for this role is $77,400.00 to $135,400.00. This position is also incentive eligible.

Career Framework

Professional - Senior Associate (P3)