JOB FUNCTION / SUMMARY

Helps management understand drivers for profitability and return on allocated capital by focusing management attention on specific areas that the company should invest in, retool, or consider discontinuing. Performs, directs, and makes recommendations for corporate policy and procedures regarding complex business decisions. Provides assessment of existing and proposed financial planning processes and policies. Proposes changes to ensure Financial Planning department continues innovations in profitability measurement and budget best practice methodologies. Directs analysis of financial data and supervises professional Financial Analyst I, II, and III positions. Oversees financial and accounting system controls, standards, and activities in management reporting software.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Manages the quarterly preparation, analysis, and distribution of Quarterly Management Review Packages.
• Manages complex Excel financial models for each company.
• Ensures timely financial and statistical reports for executive management and/or Board use.
• Inspects financial and operational information to ensure procedures are correct, appropriate and adhere to departmental controls.
• Compiles audit findings and recommends revisions to system and procedures.
• Designs new system enhancements.
• Coordinates with appropriate levels to ensure problem solution and user satisfaction.
• Directs performance of complex pro forma analysis to assess profitability of adding new facilities or discontinuing existing facilities and/or line of business or products.
• Interprets and makes recommendations based on analysis. Serve as liaison for pro forma analysis methodology to be used as a standard throughout the organization.
• Makes recommendations for Corporate policy and procedures.
• Manages the integrity of branch profitability ranking model.
• Directs development of Retail and Harrison Finance branch profitability quarterly packages and analyzes results.
• Discusses results with department and/or division manager and recommend revisions when needed.
• Directs distribution of results to Retail line of business manager, division managers, and branch managers.
• Provides consultative service to Division/Branch managers on process and reporting by assisting users in understanding financial results presented in package.
• Directs development of quarterly product profitability package.
• Performs analysis and make recommendations.
• Assesses and directs distribution of results.
• Plays integral role in the development and implementation of the company’s profit planning functions.
• Assists in the management of development and distribution of various budget, forecast, and long range planning packages.
• Provides consultative service to Division/Branch/Operations/RC managers on process and reporting by coaching users in understanding financial results presented in reports.
• Serves as lead team leader on all initiatives budgets Ad Hoc Analysis.
• Perform various ad hoc analyses as needed.

SUPERVISORY RESPONSIBILITIES

None