The Manager, Financial Analysis leads a team providing timely and accurate financial analysis and support that is critical to business decision making for a functional area or department within the company. The financial information developed by the team is derived from large and complex data sets and typically includes more than just a detailed data handoff; providing metrics, data insights such as trends, that direct the audience to conclusions. Depending on the nature of the team, the Manager likely maintains some individual contributor responsibilities, performing tasks of an analytical nature as an integral member of the broader Inmar Finance team. This role is also responsible for providing leadership and direction to the team, including integrating new team members, coaching the team on key disciplines of financial analysis with focus on performance expectations and behaviors that set them up advancement to the next level. This role also involves representing the Finance Team in various interactions with internal departments such as Sales, Client Services and Accounting and other operational groups for projects and other strategic work, as well as presenting financial information to executive levels of the organization.
Primary Accountabilities:
• (50%) Analytical
○ Provide insightful metric-based reporting and analysis while maintaining transactional processes and records to ensure validity of complex transactions
○ Provide analysis to compare actual results with plans and forecasts; improve financial results by monitoring variances, identifying trends, and recommending actions to management
○ Develop dashboards with KPI’s; provide client or target profitability analysis, pricing scenarios, and trend information to help the group
○ Own one to several processes around preparing annual budgets and forecasts, such as perform data pulls, modeling, detailed calculations, and loading of quarterly and annual budget numbers into financial systems in time to meet deadlines
○ Prepare budget presentations to communicate key assumptions and forecasts with Business Unit leaders and Corporate Accounting
○ Provide weekly forecasts for applicable lines of businesses
○ Lead or own one to several areas of responsibility in monthly financial close
○ Create client level revenue and cost of delivery analysis to support client profitability
○ Partner with Corporate Accounting team on month-end close processes including reconciling transactional data and correcting as applicable
○ Able to summarize complex financial findings and data sets and present to Dir/VP levels
○ Demonstrate increasing levels of competence and autonomy, becoming the expert in certain processes and reports
○ Demonstrate improvement of created and inherited processes and reports
• (40%) Leadership
○ Manage a team of individual contributors, including new members to the organization
○ Provide guidance and oversight to team’s deliverables in terms of timeliness, accuracy, presentation and insight, leading by example in all areas possible
○ Instill standards of performance and expectations that set team members up for potential advancement to higher levels of responsibility and accountability
○ Oversee administrative duties for team around PTO and general administrative responsibilities
Personal Professional development (10%)
○ Actively pursue and complete training to develop management skills
○ Complete company provided training programs, independent education or external training
○ Report back learnings to fellow managers and team members
○ Apply learnings in order to further develop leadership skills
Additional Responsibilities:
• Performs other duties as assigned
• Complies with all policies and standards
Required Qualifications:
• Bachelors in Finance, Accounting or related field of study required
• Masters preferred
• 5-7 years of related experience; or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the major responsibilities/essential functions of the position required
• Prior experience with management of personnel a plus, but not required preferred
• Experience with financial/accounting systems, Oracle ERP system and Hyperion Essbase experience, preferred • Proficient with G-Suite and Microsoft Office; advanced level proficiency with Excel and related tools • Demonstrated knowledge of US GAAP, Finance and accounting at an advanced level
• Understanding of financial model creation and scenario assumption techniques
Physical Demands
The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
• Use Hands to Handle Objects - Regularly
• Reach with Hands or Arms - Regularly
• Talk or Hear and Read Instructions - Regularly
• Stand, Kneel, or Stoop and Lift 20 Pounds - Occasionally
• View Items at a Close Range - Regularly
Rarely: Job requires this activity up to 25% of the time
Occasionally: Job requires this activity between 25% - 50% of the time
Frequently: Job requires this activity between 50% - 75% of the time
Constantly: Job requires this activity more than 75% of the time
Individual Competencies
• Taking Initiative: Department.
• Authenticity: Departmental oversight including goal setting, budget management, and results.
• Coaching: Develops respect for ideas and proposals within the department.
• Building Collaborative Teams: Develops, maintains, and reinforces alliances internally and externally to create a mutual benefit.
• Accountability: Entire organization.
• Urgency: Expertise in their discipline and understands these concepts in other disciplines.
• Influence: Function
• Business Acumen: Gains support for ideas within the team.
• Influential Communication: Handles organizational concerns via advanced problem-solving techniques requiring logic, sequential reasoning, and a methodical approach.
As an Inmar Associate, you:
• Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.
• Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client. •
Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually beneficial partnerships, leverage information and achieve results.
• Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.
• Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcome.
• Support a safe work environment by following safety rules and regulations and reporting all safety hazards.
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We are an Equal Opportunity Employer, including disability/vets.