Description
JOB SUMMARY
Responsible for all output associated with Financial, Planning & Analysis (FP&A) including but not limited to annual budget preparation, monthly forecasts, strategic planning, management reporting, and special projects:
- for a platform support team or teams supporting a platform leader;
or
- for a region or line of business supporting a regional or Line of Business leader;
or
- for a client supporting a Client Account leader.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Manages one or all of the following: budgeting process, forecasting process, strategic planning process, and standard management reporting. Establishes overall departmental priorities and ensures that all deadlines are met. Supervises finance staff including training and managing job performance.
Reviews and approves balance sheet account analysis, statement of cash flows and supporting schedules and standard consolidated reporting packs. Reviews and approves certain PeopleSoft and HFM monthly journal entries.
Directs other special financial and business studies and other duties as assigned by management. Produces a variety of routine and ad hoc financial reports, packages and pro forma analyses for senior management and planning unit.
Coordinates research, development and preparation of accounting policy and procedures, as required.
Manages special projects and prepares presentations for senior management.
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
Provides formal supervision to individual employees within single functional or operational area. Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Requires a minimum of six years related experience to include at least three years in a lead or supervisory capacity. Public accounting experience preferred.
CERTIFICATES and/or LICENSES
CPA or MBA (graduate degree) preferred, but not required (depending on experience).
COMMUNICATION SKILLS
Ability to comprehend, analyze, and interpret the most complex business documents. Ability to effectively interact with management, employees, auditors, etc. and respond effectively to the most sensitive issues. Ability to accurately explain/report activity in verbal and written communications. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and work collaboratively with business partners, key employees, top management, and client groups on various projects. Fosters an environment of team-building and an open door policy.
FINANCIAL KNOWLEDGE
Requires in-depth knowledge of financial terms and principles. Ability to forecast and prepare budgets. This position conducts complex financial/business analysis, including the preparation of complex reports. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. SEC reporting experience desired (depending on the specific finance role).
REASONING ABILITY
Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Ability to problem-solve, both independently and working as a team. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
OTHER SKILLS and ABILITIES
Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired (particularly HFM Consolidation, PeopleSoft Financials and Cognos Planning). Knowledge of real estate service industry and terminology is helpful. Ability to plan and manage multiple projects and work streams. Strong work ethic and adaptable.
SCOPE OF RESPONSIBILITY
Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results. Responsible for setting department deadlines. Errors in judgment may cause long-term impact to co-workers, supervisor, department and/or line of business.
Responsible for all output associated with Financial, Planning & Analysis (FP&A) including but not limited to annual budget preparation, monthly forecasts, strategic planning, management reporting, and special projects:
- for a platform support team or teams supporting a platform leader;
or
- for a region or line of business supporting a regional or Line of Business leader;
or
- for a client supporting a Client Account leader.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Manages one or all of the following: budgeting process, forecasting process, strategic planning process, and standard management reporting. Establishes overall departmental priorities and ensures that all deadlines are met. Supervises finance staff including training and managing job performance.
Reviews and approves balance sheet account analysis, statement of cash flows and supporting schedules and standard consolidated reporting packs. Reviews and approves certain PeopleSoft and HFM monthly journal entries.
Directs other special financial and business studies and other duties as assigned by management. Produces a variety of routine and ad hoc financial reports, packages and pro forma analyses for senior management and planning unit.
Coordinates research, development and preparation of accounting policy and procedures, as required.
Manages special projects and prepares presentations for senior management.
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
Provides formal supervision to individual employees within single functional or operational area. Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Requires a minimum of six years related experience to include at least three years in a lead or supervisory capacity. Public accounting experience preferred.
CERTIFICATES and/or LICENSES
CPA or MBA (graduate degree) preferred, but not required (depending on experience).
COMMUNICATION SKILLS
Ability to comprehend, analyze, and interpret the most complex business documents. Ability to effectively interact with management, employees, auditors, etc. and respond effectively to the most sensitive issues. Ability to accurately explain/report activity in verbal and written communications. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and work collaboratively with business partners, key employees, top management, and client groups on various projects. Fosters an environment of team-building and an open door policy.
FINANCIAL KNOWLEDGE
Requires in-depth knowledge of financial terms and principles. Ability to forecast and prepare budgets. This position conducts complex financial/business analysis, including the preparation of complex reports. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. SEC reporting experience desired (depending on the specific finance role).
REASONING ABILITY
Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Ability to problem-solve, both independently and working as a team. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
OTHER SKILLS and ABILITIES
Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired (particularly HFM Consolidation, PeopleSoft Financials and Cognos Planning). Knowledge of real estate service industry and terminology is helpful. Ability to plan and manage multiple projects and work streams. Strong work ethic and adaptable.
SCOPE OF RESPONSIBILITY
Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results. Responsible for setting department deadlines. Errors in judgment may cause long-term impact to co-workers, supervisor, department and/or line of business.
This job is no longer active.