Financial Planning Specialist - US

Volkswagen of America, Inc; Great Falls Crossing (VA); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planning Specialist to drive financial analysis and reporting for its US operations. This role emphasizes collaboration across departments to develop financial models and tools that enhance business performance. The ideal candidate will have a strong background in finance, advanced Excel skills, and the ability to communicate complex data effectively to senior management. Join a dynamic team where your insights will directly influence strategic decisions and contribute to the company's growth in the automotive sector.

Qualifications

• 3 to 5 years of professional financial and accounting experience.
• Automotive Brand and/or Financial Services experience preferred.

Responsibilities

• Develop and analyze financial business results for VWFS US.
• Provide detailed management reporting and forecasting.
• Review monthly financial statements and explain variances.

Skills

Financial modeling skills

Financial budget planning

Advanced Excel skills

Analytical thinking

Communication skills

Education

Bachelor's degree in finance and/or Accounting

Master of Business Administration

Certified Public Accountant

Chartered Financial Analyst (CFA)

Tools

Microsoft Office

Excel (including macros or VBA)

Job description

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Role Summary

The primary focus of Financial Planning Specialist is developing, analyzing and reporting the financial business results for VWFS US and subsidiaries. The financial specialist is responsible for providing detailed management reporting, forecasting and financial analysis to VWFS US senior management and VW Financial Services (VW FSAG) for the purpose of evaluating business performance and financial results. Advanced knowledge of financial concepts, accounting standards, financial modeling and collaborative communication with various business units are critical to understand/explain variances and develop financial solutions.

Role Summary

The primary focus of Financial Planning Specialist is developing, analyzing and reporting the financial business results for VWFS US and subsidiaries. The financial specialist is responsible for providing detailed management reporting, forecasting and financial analysis to VWFS US senior management and VW Financial Services (VW FSAG) for the purpose of evaluating business performance and financial results. Advanced knowledge of financial concepts, accounting standards, financial modeling and collaborative communication with various business units are critical to understand/explain variances and develop financial solutions.

Role Responsibilities

• Responsible for VWFS US’s forecasting and reporting, including the development of models, tools, and analytics to enable advanced controlling techniques, the steering of business results, and reporting to VWFS US senior management and VW FSAG.
• Development, coordination and presentation of all controlling related financial reporting: monthly forecasts, annual budgets, Business Financial Reviews, 5-year planning rounds, and ad-hoc requests.
• Develop planning assumptions and timing requirements in coordination with various key business units (e.g. ensure data elements are provided on a timely basis between departments).
• Provide detailed financial analysis of business results including recommendations regarding the accomplishment of objectives.
• Review monthly financial statements and explain variances between actual and projected results.
• Develop profitability analysis of wholesale, ancillary, service loaner, retail and lease business segments and products.
• Explain company profitability including key performance indicators, ratio analysis, ROA analysis and profitability indicators.
• Assist in the preparation of management meetings as needed, including Board of Director meetings.
• Undertake special assignments including resolution of problems and assisting in the development of new processes and support systems.
• Maintain and improve on the main financial model used for all financial planning and reporting.
• Take initiative in process mapping and improvements in regards to time and resource management.
  
  

Required Experience

• 3 to 5 years of professional financial and accounting experience
• Automotive Brand and/or Financial Services experience preferred.
  
  

Education

Required –

• Bachelor's degree in finance and/or Accounting
  
  

Desired –

• Master of Business Administration (emphasis on Finance and/or Accounting)
• Certified Public Accountant
• Chartered Financial Analyst(CFA)
  
  

General Skills

• Analytical and conceptual thinking – using logic and reason, creative and strategic
• Communication/Presentation skills – succinctly and effectively communicate complex data and concepts to high-level audiences including the CEO/CFO
• Detail oriented with strong quantitative aptitude
• Curious and takes initiative to learn and problem-solve
• Strong focus on optimizing processes and continuous improvements
• Demonstrates commitment and ownership of work
  
  

Specialized Skills

Required –

• Financial modeling skills
• Financial budget planning
• Advanced Excel skills including macros or VBA, Microsoft Office
  
  

Desired –

• Prior finance, accounting, and/or automotive business experience
  
  

Work Flexibility

• Minimal travel required
  
  

Volkswagen Group of America is an Equal Opportunity Employer. We welcome and encourage applicants from all backgrounds, and do not discriminate based on race, sex, age, disability, sexual orientation, national origin, religion, color, gender identity/expression, marital status, veteran status, or any other characteristics protected by applicable laws. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Hybrid

Primary Location

United States-Virginia-Reston

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Motor Vehicle Manufacturing and Manufacturing

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