Manager, Financial Planning & Analysis

Overview

To manage the Financial Planning & Analysis function responsible for the development of Navy Federal's Annual Financial Plan and Quarterly Forecasts. Manage operations and oversee the financial planning activities required to maintain the corporate financial planning framework and financial reporting. Oversee the preparation of financial reports and provide analysis, decision support and strategic input to senior management and various groups across the organization.

• Manage and direct operations to ensure targets, service level agreements and corporate objectives are met
• Manage and coordinate the corporate Annual Financial Plan (AFP) and Quarterly forecast processes
• Collaborate with the Finance Technology team on the development and maintenance of Navy Federal's Oracle EPM suite, e.g., Hyperion Planning, Essbase and Oracle Business Intelligence
• Review consolidated summaries of department plan submissions for completeness, accuracy and compliance with functional directives
• Direct the preparation of AFP reports and presentations for senior management and prepare comprehensive and/or ad hoc analyses in support of strategic decisions
• Review monthly financial reporting packages for distribution to business units across the organization
• Oversee the administration, development and maintenance of corporate financial planning framework
• Serve as subject matter expert regarding business functions, systems, policies and/or procedures
• Partner across departments to perform financial and statistical analysis of income and expense drivers
• Oversee development of complex financial models used to forecast revenues and expenses for the business units
• Oversee, plan, and conduct complex analyses, data modeling, and reporting
• Oversee and analyze complex financial information and reports to provide accurate and timely financial recommendations to senior management for decision making purposes
• Identify areas of improvement; determine solutions; implement enhancements/changes to improve operations, standards and results
• Partner with Enterprise Technology Services (ETS), Finance Technology, and external consultants to develop functional requirements and implement system enhancements and modifications
• Manage and direct business area efforts to improve system reports, enhance or develop business rules and design better data gathering forms in Hyperion Planning
• Manage development and maintenance of financial reports in Financial Reporting Studio and Smartview
• Development of Executive level presentations on business results, performance analysis, financial models, Forecasts and Budgets, etc.
• Collaborate with our Business Unit Finance (BUF) partners to manage and develop the department strategy and strategic plan by working with the department executives and leadership, and other Navy Federal senior executives
• Ensure alignment with department strategic plan and initiatives with corporate strategy and strategic plans
• Performs other duties as assigned

• Significant experience in work which displays increasing levels of responsibility and/or authority
• Expert knowledge of one or more of the following:
  Oracle EPM Suite, financial planning and analysis, budgeting theories and practices, and variance analysis
• Expert knowledge of data querying, reporting, forecasting, analysis and operations research, including statistical methods and modeling
• Extensive experience in developing complex financial modelling, explaining financial analysis both at the business and at a technical level
• Extensive experience in creating and delivering Executive-level presentations
• Significant experience with strategic planning, business process mapping and re-engineering
• Significant experience in demonstrating thought‑leadership, initiative‑taking, decision‑making and creatively solving business problems
• Significant experience in managing cross‑functional, multi‑dimensional teams and projects of the highest complexity which have business risk and impact
• Experience supervising and leading professional employees
• Ability to work independently and in a team environment
• Expert research, analytical, and problem solving skills
• Expert skill presenting…