Manager, Financial Planning & Analysis

Location: : San Ramon, CA 94583 Career Level: Manager (Manager/Supervisor of Staff) Manager, Financial Planning & Analysis GENERAL SUMMARY: This is a management position in FP&A responsible for the reporting, analysis, and communication of the company’s financial performance.  This position owns the delivery of standard monthly/quarterly reporting for internal and external customers, research and resolution of financial issues, and the continuing development and enhancement of financial tools to support the success of the management team.  This manager will oversee a team of functional expert’s that service the financial needs of the company’s sr. executives in the field and at corporate.  These functional experts own reporting and analysis, as well as the preparation of budgets, forecasts, and long range plans for their areas of expertise.  ESSENTIAL DUTIES & RESPONSIBILITIES: 1.  Preparation of Annual Budget, Forecasts, Long Range Plans (30%)· Responsibilities include managing a team that will develop the annual budget, periodic forecasts, and LRP’s for all club and overhead expenses.  Specifically, partnering with corporate and field leaders, and functional business owners, to generate estimates in line with executive expectations and strategies.  Specific tasks include definition and delegation of duties, review and approval of key assumptions, methodology, and deliverables, and coordination and communication with key stakeholders.  This manager will oversee the development of detailed budget templates, submissions, and consolidations.  This role will require frequent interaction with business owners, including senior executives, to ensure development of a comprehensive plan that incorporates cross divisional/functional input. 2.  Monthly Reporting and Analysis (40%)· Ownership of all monthly and quarterly financial and management reporting for corporate and field leadership.  Specific responsibilities include compiling data from various sources into consolidated, actionable reporting for sr. management.  Additionally, review and approval of each direct report’s output.  This position is also be expected to revise and enhance current reporting as well as proactively proposing improved finance tools for the management team. · Managing functional experts/single points of contact responsible for research, resolution, and communication of financial issues for both field and corporate leaders.  There will be daily interaction with business owners seeking financial expertise and guidance from this team. 3.  Managing and People Development (30%)· Daily management of a team of 4-6 financial analysts.  Responsible for delegating tasks effectively to ensure that the team members are appropriately challenged learning, and contributing to the success of the organization. Also, providing guidance and review/approval for all deliverables.   Â· Identifying strengths and growth areas for each direct report.  Preparation and delivery of annual reviews, frequent touch base sessions, staff meeting, and informal coaching opportunities.  When required, this position will be responsible for contributing to the staffing process for the team. ORGANIZATION RELATIONSHIPS: This position will interface frequently with corporate and field management as well as key functional business owners.  Additionally, there will be daily interaction with the Finance, Accounting, and field staffs. This position will have 4-6 direct reports.REQUIRED QUALIFICATIONS: 1) Knowledge, skills & abilities:· Strong analytical and communication skills, with an emphasis on statistical relationships· Outstanding interpersonal skills with a demonstrated ability to influence decision making· Advanced Excel and Power Point skills.  Proficient with Microsoft Outlook and Word.  Experience working with PeopleSoft and /or Khalix Financial Planning software is preferred.  · Extraordinary organization skills and attention to detail.2)  Minimum certifications/educational level: · BS/BA with a focus in finance or accounting is preferred.3)  Minimum experience: 8-10 years work experience in finance or accounting with a proven history of working in a planning and analysis  function4)  Physical Requirements:· This position is classified as sedentary work that consists of exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently.· Equipment and special materials needed to perform this task: computer, telephone, pen, copier, calculator, and printers.· Physical Requirements· Mobility Factors:  Sit 80%, Walk 20%· Physical Ability: sitting, walking, light lifting, data input, fine finger manipulation, hearing, seeing, writing, and reaching. This position description intends to describe the general nature and level of work being performed by people assigned to this job. It is not intended include all duties and responsibilities.  Also, additional hours of work may be required on an as-needed basis and some travel may be required periodically.  The order in which duties and responsibilities are listed is not significant.