Manager, Financial Systems – Reporting

Jobtailor; United States; On-site; USD 120,000 - 160,000; Full time

Job summary

Jobtailor is seeking a Finance leader to own Planful reporting and drive the automation of budgeting, forecasting, and monthly close processes in a US-based environment. You will champion standardized KPI definitions, governance, and scalable dashboards to empower executives and business partners with clear financial insights.

You will steer a roadmap for Planful-enabled reporting, partner with IT and Data Analytics teams, and mentor teams through adoption and value realization, ensuring

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Information Systems, or related field preferred.
• 4+ years of experience in financial reporting, FP&A, financial systems, business intelligence, or analytics.
• Experience with financial planning and reporting platforms, with Planful experience strongly preferred.
• Demonstrated experience building and maintaining financial reports, dashboards, and KPI scorecards.
• Experience with Power BI, reporting tools, data visualization platforms, or similar technologies, preferred.
• Strong analytical, problem-solving, and process improvement skills.
• Ability to translate business requirements into scalable reporting solutions.
• Strong communication, collaboration, and stakeholder management capabilities.
• Experience supporting business transformation initiatives preferred.

Responsibilities

• Serve as the Finance business owner and primary subject matter expert for Planful.
• Lead the administration, maintenance, enhancement, and optimization of Planful reporting capabilities.
• Develop and execute a reporting roadmap aligned with business and finance priorities.
• Maintain reporting structures, hierarchies, assumptions, metadata, and governance standards.
• Lead continuous improvement of budgeting, forecasting, and planning-related reporting processes.
• Evaluate and implement new Planful capabilities to improve reporting efficiency and user experience.
• Coordinate user training, adoption, and ongoing support.
• Own Finance reporting requirements, prioritization, testing, and business adoption within Planful.
• Proactively identify reporting opportunities and partner with IT, Data & Analytics teams, and business stakeholders to deliver scalable solutions.
• Establish a scalable reporting framework that minimizes ad hoc report requests.
• Develop standardized management reporting packages, KPI scorecards, dashboards, and executive reporting.
• Define reporting standards and oversee a centralized catalog of approved Finance reports and KPIs.
• Continuously review existing reports for accuracy, relevance, usability, and efficiency.
• Reduce manual reporting and spreadsheet dependencies through automation and process improvement.
• Establish and maintain reporting standards, documentation, and governance across Finance and Operations.
• Collaborate with IT and Data teams to ensure alignment with enterprise data governance standards.
• Ensure consistency, accuracy, and integrity of financial and operational reporting.
• Standardize KPI definitions and performance metrics across the organization.
• Promote data stewardship and clear ownership of reporting processes.
• Maintain report inventories, documentation, and support materials.
• Develop and enhance metrics that improve organizational visibility and accountability.
• Identify trends, risks, and opportunities through financial and operational analysis.
• Support monthly business reviews, executive reporting, and strategic planning initiatives.
• Translate data into actionable insights and recommendations for business leaders.
• Define Finance reporting requirements and partner with IT and Business Transformation teams on solution design, architecture, and implementation.
• Monitor and improve reporting effectiveness across the organization.
• Support ERP, business transformation, and reporting modernization initiatives.
• Partner with IT and Business Transformation teams on reporting architecture and business requirements.
• Participate in process mapping and future-state design initiatives.
• Ensure reporting and analytics needs are embedded in system and process improvements.
• Advocate for automation, standardization, and best practices across reporting processes.

Skills

Planful

Financial Reporting

Data Visualization

Process Improvement

Stakeholder Management

Data Analysis

KPI Development

Dashboard Creation

Financial Systems

Metadata Management

Education

Bachelor's degree in Finance, Accounting, Business, Information Systems, or related field

Tools

Power BI

Planful

Reporting Tools

Job description

• Serve as the Finance business owner and primary subject matter expert for Planful
• Lead the administration, maintenance, enhancement, and optimization of Planful reporting capabilities
• Develop and execute a reporting roadmap aligned with business and finance priorities
• Maintain reporting structures, hierarchies, assumptions, metadata, and governance standards
• Lead continuous improvement of budgeting, forecasting, and planning-related reporting processes
• Evaluate and implement new Planful capabilities to improve reporting efficiency and user experience
• Coordinate user training, adoption, and ongoing support
• Own Finance reporting requirements, prioritization, testing, and business adoption within Planful
• Proactively identify reporting opportunities and partner with IT, Data & Analytics teams, and business stakeholders to deliver scalable solutions
• Establish a scalable reporting framework that minimizes ad hoc report requests
• Develop standardized management reporting packages, KPI scorecards, dashboards, and executive reporting
• Define reporting standards and oversee a centralized catalog of approved Finance reports and KPIs
• Continuously review existing reports for accuracy, relevance, usability, and efficiency
• Reduce manual reporting and spreadsheet dependencies through automation and process improvement
• Establish and maintain reporting standards, documentation, and governance across Finance and Operations
• Collaborate with IT and Data teams to ensure alignment with enterprise data governance standards
• Ensure consistency, accuracy, and integrity of financial and operational reporting
• Standardize KPI definitions and performance metrics across the organization
• Promote data stewardship and clear ownership of reporting processes
• Maintain report inventories, documentation, and support materials
• Develop and enhance metrics that improve organizational visibility and accountability
• Identify trends, risks, and opportunities through financial and operational analysis
• Support monthly business reviews, executive reporting, and strategic planning initiatives
• Translate data into actionable insights and recommendations for business leaders
• Define Finance reporting requirements and partner with IT and Business Transformation teams on solution design, architecture, and implementation
• Monitor and improve reporting effectiveness across the organization
• Support ERP, business transformation, and reporting modernization initiatives
• Partner with IT and Business Transformation teams on reporting architecture and business requirements
• Participate in process mapping and future-state design initiatives
• Ensure reporting and analytics needs are embedded in system and process improvements
• Advocate for automation, standardization, and best practices across reporting processes

Requirements

• Bachelor's degree in Finance, Accounting, Business, Information Systems, or related field preferred
• 4+ years of experience in financial reporting, FP&A, financial systems, business intelligence, or analytics
• Experience with financial planning and reporting platforms, with Planful experience strongly preferred
• Demonstrated experience building and maintaining financial reports, dashboards, and KPI scorecards
• Experience with Power BI, reporting tools, data visualization platforms, or similar technologies, preferred
• Strong analytical, problem-solving, and process improvement skills
• Ability to translate business requirements into scalable reporting solutions
• Strong communication, collaboration, and stakeholder management capabilities
• Experience supporting business transformation initiatives preferred

Core Competencies

Demonstrates expertise in financial reporting and analytics, with a strong focus on Planful and related financial planning platforms. Capable of developing scalable reporting solutions and enhancing reporting processes through automation and best practices.

Highest-signal resume keywords

• Planful Expertise
• Financial Reporting
• Data Visualization
• Process Improvement
• Stakeholder Management

ATS Optimization Keywords

Hard Skills

• Financial Reporting
• FP&A
• Business Intelligence
• Data Analysis
• KPI Development
• Reporting Automation
• Financial Systems
• Dashboard Creation
• Reporting Standards
• Metadata Management

Soft Skills

• Analytical Skills
• Problem-Solving
• Communication
• Collaboration
• Stakeholder Management

Industry Keywords

• Financial Planning
• Budgeting
• Forecasting
• Data Governance
• Business Transformation

Tools & Technologies

• Planful
• Power BI
• Reporting Tools
• Data Visualization Platforms