Manager, Finance Planning & Analysis Business Partner

Job Duties And Responsibilities

Captures financial analysis activities for business units:

• Supports the operating segment with accurate, timely, and actionable management information.
• Specific duties include: Providing financial analysis and data insights, Financial reporting, Variance analysis, Trend analysis of key metrics, Facilitates the development of the annual plan / detailed expense budgets, Assist in the production of the annual budgets and forecasts, Supports the creation of long-term financial projections, Supports strategic initiatives critical to delivering the strategy, Performance measurement of projects, Monitoring expense allocations within the business unit, Validating the accounting treatment of capital expenditures

Special Projects

Supports operating segment with strategic initiatives and process improvement efforts to gain efficiencies:

• Provides leadership to strategic corporate initiatives that impact finance operations, including new product launches, new carrier or client accounts, and strategic transactions
• Aids in Allied’s finance transformation, including assessment of forecasting, expense allocation capabilities, variance analysis, and project performance management capabilities

Staff Management & Development

Provides leadership to staff that fosters a commitment to quality and excellence, creating an atmosphere of teamwork and open communication and a climate that emphasizes company values, trust, respect, cooperation, and continuous improvement:

• Develops and maintains an effective organization, which includes staffing, motivating, training, evaluating, compensating, and mentoring including managing the performance of individuals and teams
• Promotes professional growth opportunities as part of staff development and preparation for future opportunities
• Performs related activities as directed and manages personal self-development to prepare for new responsibilities and challenges in a changing environment
• Researches and attends online or external continuing education and industry events to foster development, keep up with best practices, and stay current with trends related to the accounting and financial management of acquisitions

Qualifications (Education, Experience, Certifications & KSA)

• Bachelor’s or Master’s degree in business required. Field of Study: Accounting or Finance
• Education and/or professional credentials beyond the bachelor’s degree (e.g., CPA, CFA, MBA) strongly preferred
• Minimum of 5 years of corporate finance experience, preferably accounting/finance operations
• Demonstrated knowledge of GAAP accounting principles and financial statements
• Strong proficiency or aptitude for financial management systems for purposes of data retrieval
• Strong proficiency with Microsoft Office products for financial analysis and reporting

Behavioral Capabilities

• Ability to execute – attention to detail, service quality excellence
• Sense of urgency – strong commitment to operational routines and timelines
• Dependable, attentive – proactive problem solving with a customer service mindset
• Resilient and committed to continuous improvement – continually refining and standardizing processes and deliverables to better serve the business effectively and efficiently

Benefits

Medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more.