Financial Systems BI Planning Manager

Overview

The Financial Systems BI Planning Manager is responsible for designing and implementing robust system standards & processes for the One Stream Planning system that supports the organization’s budgeting and forecasting processes.

The Financial Systems BI Planning Manager is responsible for designing and implementing robust system standards & processes for the One Stream Planning system that supports the organization’s budgeting and forecasting processes. The Manager is responsible for managing the availability and reliability of the One Stream Planning System from a business perspective. This role leads and participates in the design, evaluation, testing, and implementation of applications, reports, and dashboards.

This position is responsible for being the primary contact regarding the company’s planning system, from system configuration processes to sophisticated planning, budgeting, forecasting and reporting that is actively used by the organization. In this role, the manager has strong communication skills and must interact regularly and comfortably across various departments, speaking in business acumen with the business field with the ability to effectively translate to technical acumen with IT teams and cross functional Management teams.

The manager has leadership qualities of mentoring, growing and motivating financial system professionals, along with taking responsibility and accountability of accomplishing team goals. The manager is responsible for the development of an effective system planning process for One Stream Planning system updates to stay code compliant, which includes the creation of an integrated project schedule with cross member teams. This role involves executing tasks in accordance with established plans, as well as continuously updating and adjusting those plans to accommodate changing business-related circumstances.

The manager is responsible for making timely, effective decisions and effectively communicating those decisions both up and down the support, project & management structures.

• Demonstrates an understanding of business process workflows and how financial applications are used in support of those processes
• Manages the budget account drivers with understanding of the underlying calculation, formula passes and Budget impacts
• Takes responsibility for the annual Principal planning cycles and leading the design, testing, implementation and support
• Facilitates a critical communications role by interacting with users, project team members and development personnel and various management levels across the organization
• Proficiently facilitates business process requirement sessions using techniques to help define scope and requirements to continually improve and automate planning processes
• Determines, understands, and selects the appropriate method to document business processes and project scope
• Assesses overall impact of change requests related to business requirements. Managing updates, enhancements, integrations and testing for the system
• Ensures change control and change management procedures are followed within the project team as they relate to requirements
• Investigates and resolves complex issues by contacting appropriate internal/external resources to analyze and develop solutions to issues or inquiries
• Provides leadership, management, and coordination of all activities pertaining to project direction, goal setting, planning, estimating, resource allocation, and assignments for non PMO projects
• Participates and manages planning system updates, enhancements, integrations, testing, and ensuring proper system change management protocols are compliant with audit controls
• Proactively collaborates and strategizes with IT, financial systems, and business teams to drive system efficiencies across the business
• Takes responsibility for financial data systems security procedures, maintaining and responding to security inquires
• Promptly engages with Senior Management or Internal Audit to clarify security requests
• Participates in internal audit of financial system procedures; presents audit with evidence of executed system processes and reports…