Lead, Financial Planning & Analysis

Key Skills

Aartificial intelligence, Accounting, Database, Design, Finance, Financial Risk, Leadership Skill, Machine learning techniques, Microsoft Office suites, PowerBI

Job Description

Position Overview:

• Play crucial role in strategizing and implementing the Operating Unit’s financial plans.
• Manage agile all resources across OU Functions teams, Strategy Planning, Center, and Platform Services etc.
• Work collaboratively with senior management to map out different business scenarios, create budget plans, study financial trends and metrics, and help the organization manage its financial resources most effectively.

Function Related Activities/Key Responsibilities:

• Lead routine actual review and rolling estimation:

• Manage monthly actual review and financial rolling estimation forecasting processes.
• Collaborate with other finance team to interpret and review financial information.
• Guide and lead Platform services team to track and determine financial status by comparing and analyzing actual results with plans and forecasts.
• Compile and analyze financial reports and find discrepancies that require senior management’s attention.
• Identify trends, advise the company, and recommend actions based on sound analysis.
• Responsible for making improvements of planning processes under net working model, collaborate with platform services and Center team.
• Monitor and report on important changes in key elements of forecasts, budgets and business strategies.
• Proactive change management actions activated alongside impactful operating initiatives.

• Develop, manage, and execute Long-range Plan and Annual Business Plan:
• Including full P&L forecast, capital expenditures, equity investment, operating capital and cashflow forecast
• Prepare and provide local business insights and assumptions, forecast inside the operating unit including scenario planning and financial implications.
• Review and gain approval for forecasts from senior management
• Define and apply operating unit target setting and requirements.
• Support Decision-making:
• Share holistic performance analysis with OULT and stakeholders.
• Prepare and utilize comprehensive financial models, forecasts, reports, and metrics to support strategic decision-making.
• Problems are solved by identifying the root cause of the problem and modifying solutions applied to similar problems.
• Closely monitor business performance by analyzing current versus planned results, identifying trends, recommending corrective actions.
• Identify and address potential financial risks and opportunities.
• Conduct in-depth financial analysis to provide actionable insights and recommendations to leadership.
• Strong compliance and control knowledge:

• Maintain a comprehensive set of controls designed to mitigate risk and enhance the accuracy of financial results.
• Ensure compliance with the financial guidelines, company policies, and relevant legal regulations.

Education Requirements:

• Bachelor’s degree in Finance, Economics, Accounting, or equivalent.

Related Work Experience:

• +10 years of experience in FP&A, accounting, or a similar role.
• Proficient in MS Office, databases, Hyperion system and financial software applications, PowerBI.
• Comprehensive understanding and knowledge of US GAAP, MBA or relevant certification (e.g. CPA / CFA) is a plus.

Functional Skills:

• Solid business acumen skills: to translate data and insights to help inform key business decisions
• Strategic thinking: integrate diverse business insights and connecting the dots to develop holistic strategic plan; able to prioritize through strategic frameworks, handling trade-offs, balancing immediate and long-term priorities
• Synthesis and storytelling: Write and present effectively; adjust to fit the audience with appropriate and relevant messaging at all levels of the System.
• Excellent communication and influencing skills: Deliver clear communication to corporate and coordinate within OU functions on planning and business performance tracking process; Comfortable with indirect influencing and indirect managing/coordinating under networking model at an operational level regarding policies, procedures, and practices.
• Digitalization skills: Analyze financial reports using digital tools, use data visualization tools to identify business trends and provide actionable insights, use AI and machine learning to improve financial models and forecasting.

Skills:

Leadership; Strategic Thinking; Business Analytics; Forecasting; Business Processes; organization; Project Management; Storytelling; Data Management; Data Modeling; Agile Methodology; Communication; Compliance; Influence; Problem Solving; System Economics; Financial Forecasting