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Manager, Financial Planning & Analysis in Oakville at Innomar Strategies

Date Posted: 12/13/2018

Job Snapshot

Job Description

Under general direction of the Director, Financial Planning and Analysis, responsible for managing the financial planning and reporting process through AmerisourceBergen’s financial management system as well as financial planning related initiatives. This role will act as a strong strategic partner to the business in delivering timely and accurate reporting and valued insights. Provides guidance and expertise to functional managers relative to financial planning and budgetary matters. We are looking for something with strong business acumen who is willing learn and join this initiative FP&A team.
  • Working with Director, Financial Planning and Analysis, manages the company's financial budgeting and forecasting process, and participate in providing financial information and metrics that allow effective, data driven management of the business.
  • Establishes, interprets, and analyzes complex accounting records in the preparation of financial statements
  • Performs month-end analysis in addition to proactively working with operations and corporate departments to understand changing conditions, business trends, and variances to determine how they will impact business objectives.
  • Prepare dynamic financial models, reports and presentations to support data-driven recommendations, financial feasibility and new business initiatives
  • Finance business partner who works closely with key business leaders within the organization. Participate in the RFP and contract negotiation process, and provide financial expertise and business knowledge to help drive the business success.
  • Develop performance to plan (P2P) materials to communicate results of analysis, key insights, and recommendations to directors and executives within the company.
  • Prepare CERs (Capital Expenditure Request) for capital initiatives with financial and cash flow projections, business case modeling, expected return on investment, and executive summary providing both qualitative and quantitative rationale, based on company policies and guidelines
  • Collaborate with business stakeholders to understand their needs, and provide guidance and recommendations with financial analysis and impact models
  • Compile data from multiple systems across the organization to prepare management reports and complex analyses for key decision makers
  • Manage the budget and quarterly forecast process by contributing to creation of forecast templates, capturing inputs from business leads, and making enhancements to existing models, and improve consolidation process
  • Ensure the integrity of the planning and reporting systems.
  • Ensure all processes are documented and appropriate controls are in place.
  • Makes recommendations for system enhancements in order to maintain a user friendly financial planning tool for management; ensures reporting functionality is operating properly.
  • Generates ad hoc management reports utilizing Sage ERP and Hyperion Essbase to pull financial information; resourceful in preparing other management reports as required.
  • Fields business and client financial requests as necessary.
  • Responsible for FP&A staff performance management, evaluation and training needs.
  • Performs related duties as assigned.

Job Requirements

  • Requires broad training in fields such as finance, business administration, accountancy, or similar vocations generally obtained through completion of a four year Bachelor's Degree program, technical vocational training, or equivalent combination of experience and education;
  • Degree in Accounting and/or Finance; CPA,MBA preferred.
  • Normally requires a minimum of six (6) years progressively responsible related experience, two (2) of which in a management function.
  • Knowledge of various financial management principles, financial statement analysis, business law, plan development, productivity and profitability analysis
  • Ability to implement and support an enterprise-wide financial planning tool
  • Exceptional project management skills, including the ability to manage multiple projects of various diverse scope in a cross-functional environment
  • Excellent knowledge of Essbase and Hyperion planning required
  • Excellent discovery and active listening skills
  • Strong business acumen
  • Strategic thinker and influential on internal customer needs
  • Strong analytical and mathematical skills, model resources and generating reporting trends
  • Ability to communicate effectively both orally and in writing and strong presentation skills
  • Effective interpersonal and leadership skills and demonstrates a followership model and develop team’s capabilities
  • Effective organizational skills; attention to detail, demonstrates critical thinking to provide out of box solutions
  • Ability to consistently meet deadlines and make concrete decisions
  • Excellent problem-solving skills; ability to resolve issues effectively and efficiently
  • Collaborator and drives for results
  • Critical thinking skills;
  • Demonstrates initiative and has a strong sense of urgency to meet deadlines
  • Thorough understanding of business principles, processes, corporate policies, philosophy, goals and objectives in order to affect financial oversight in protecting the company's assets
  • Advanced knowledge of Microsoft Excel including Power Pivot/Query desired
  • Knowledge of MS Office Suite and Outlookicrosoft Word, Excel and PowerPoint