Capital Markets Placement

Manager, Business Planning & Analysis

Capital Markets Placement$100K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required
  • 8+ years of experience in Business Planning & Analysis or related field
  • Experience with SAP, Onestream, Tableau, Power BI preferred
  • Advanced skills in Microsoft Excel and modeling
  • Strong interpersonal skills to build relationships at director and VP levels
  • Ability to communicate complex financial concepts to non-technical audiences
  • Certified Public Accountant (CPA) preferred

Responsibilities

  • Develop accurate and timely reporting, analyses, and forecasting of financial results
  • Understand operational areas to assist with financial planning and reporting
  • Analyze investment decisions and their operational impacts
  • Investigate variances between budget and actual performance and recommend actions
  • Facilitate the annual business plan and monthly close processes
  • Challenge existing financial and operational processes respectfully
  • Implement insights-driven processes for key business decisions

Benefits

  • Collaborative team environment
  • Opportunities for professional development
  • Flexible work arrangements
  • Health and wellness programs
  • Participation in process improvement initiatives
Full Job Description
Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future. This position is not eligible for employment visa sponsorship, and the company will not assume sponsorship obligations for existing visa holders.

A Day In The Life
The Manager, Business Planning & Analysis, under the leadership of the Senior Manager, Business Planning & Analysis will work in conjunction with operational areas of GST to identify and report out on the right operational and financial information to assist the business unit leaders in making better business decisions in a timely manner. The Manager will be responsible for understanding the operational areas it supports, assisting with identifying what data and reporting is needed for decision support, ensuring that key performance indicators are identified and monitored, and ensuring financial analysis related to business decisions is prepared correctly and timely to assist business decision makers. Additionally, the Manager, Business Planning & Analysis, will identify opportunities and/or make recommendations to drive process improvements/efficiencies that will improve overall business unit profitability and/or cost effectiveness.

As a Mgr,Bus Planning&Analysis you will:
  • Develop accurate and timely reporting, analyses, and forecasting of the company's financial results for the operational areas and at the corporate level
  • Understand operational areas and processes to assist with planning and reporting of initiatives and financial results
  • Develop mechanisms and analysis of investment decisions and their operational and financial impacts
  • Investigate material variances between budget and actual performance, re-forecast results and recommend a course of action to mitigate future variances and financial risk
  • Facilitate the annual business plan and monthly close processes for your assigned areas
  • Understand and promote fixed vs. variable cost
  • Respectfully challenge the current financial, reporting and operational processes
  • Implement processes that provide insight to assist leadership in making key business decisions
  • Assist with process improvement projects in the operational areas
  • Partner with GST IT and corporate to develop accurate, consolidated, and automated reporting for business intelligence
  • Other duties may be assigned
  • Responsibly receive, transmit, and handle consumer and customer data per applicable policies and procedures.
  • Review and follow data privacy practices, policies, and guidelines.


What We Need From You

  • Bachelor's Degree Req
  • 8+ years of experience in the field or in a related area or possess an equivalent combination of education and experience. Required
  • Experience with SAP, Onestream, Tableau, Power BI Preferred
  • Advanced Microsoft Office skills including Excel modeling
  • Possession of strong personal code of ethics, including maintaining confidentiality
  • Maintain a high level of curiosity - ability and drive to determine why something happened and how we can adjust in the future, not just what happened Confident, positive attitude, accountable, sets, and meets high expectations
  • Strong interpersonal skills with the proven ability to build and effectively navigate relationships across GST, especially at the director and VP level.
  • Proponent of change
  • Comfortable in respectfully challenging Senior Management decisions or initiatives
  • Strong analytical and problem solving skills
  • Demonstrated project management skills
  • Able to communicate effectively, oral and written, across all levels of the organization
  • Effectively translate financial and operational data concepts to a non-financial or technical audience
  • Ability to apply common sense.
  • Certified Public Accountant (CPA) Preferred
  • Forecasting Intermediate-Advanced Required
  • Generally Accepted Accounting Principles Intermediate-Advanced Required
  • Financial Analysis Intermediate-Advanced Required
  • Internal Controls Intermediate-Advanced Required
  • Analytical Skills Analytical Skills refers to the ability to gather, organize, research, and review information in order to draw conclusions and solve complex problems. Intermediate-Advanced Required
  • Process Improvement Intermediate-Advanced Required
  • Influencing Skills Intermediate-Advanced Required
  • Financial Planning Developing-Advanced Required
  • External Auditing External Auditing is an objective review of the financial statements of a company. Developing-Intermediate Required

Physical and Environmental RequirementsThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

Travel Requirements
20% Minimal travel is required for this position (up to 20% of the time and on a domestic basis).

About Capital Markets Placement

Capital Markets Placement is a financial services company that provides debt and equity financing solutions to businesses. The company specializes in providing funding to small and medium-sized businesses that are looking to grow or expand their operations. Capital Markets Placement offers a range of financing options, including asset-based lending, bridge loans, mezzanine financing, and equity financing. The company has a team of experienced professionals who work closely with clients to understand their needs and provide customized financing solutions. Capital Markets Placement is committed to helping businesses achieve their goals and grow their operations.
Learn more about Capital Markets Placement
Size
50 employees
Industry
Founded
1997

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