Director of Financial Planning

The Senior Manager of Financial Planning and Reporting will support the Vice President - FinanceCAO and demonstrate a creative and analytical approach to problem-solving andor decision support with analyses and reports. Will be responsible for working on an independent basis developing the annual budget's financial projections, modeling simulations and pro-forma budgets and financial reports and may assume a team lead role.Major Responsibilities:Analyze data and create reports on an ongoing or ad-hoc basis utilizing Microsoft Excel or other software with a creative, analytical approach to problem-solving andor decision support.Develop financial projections, modeling, simulations along with proforma budget and financial reports independently.Obtain an in-depth knowledge of Oracle CONNECT, Workday, Salesforce, AS400 and other software programs as they apply.Under the direction of the CAO, supervises the budgeting process:Monthly progress of individual branch budgetsPreparation of guidelinesBudget preparation and trainingAnalyze budget proposalsBudget reporting 5. Directs the preparation of annual financial statements, with the independent Certified Public Accountants 6. Internal andor external compliance reporting relating to bonds, loans and other areas as required. 7. Work closely with branches and departments to ensure all needs are met. 8. Other duties as assigned.

Created: 2025-01-25