Manager, Finance Planning & Analysis Business Partner

Reports to the 2nd VP, Financial Planning & Analysis and serves in the capacity as a business partner to an operating segment of the organization. The position will collaborate with other finance business partners and oversee, direct, and organize the responsibilities of supporting team member(s) to achieve overall department objectives. The finance business partner supports segments and its leaders with all finance-related matters, including financial reporting, earnings analysis, planning, and performance management of strategic projects. The position also provides guidance to leaders and partners in order to drive improved financial results and facilitate fact-based decision making. The finance business partner is knowledgeable about business initiatives and current and future financial performance of the business unit.

Job Duties and Responsibilities:

Coordinates financial analysis activities for business units: Supports the operating segment with accurate, timely, and actionable management information.

Specific duties include:

Providing financial analysis and data insights Financial reporting Variance analysis Trend analysis of key metrics Facilitates the development of the annual plan / detailed expense budgets Assist in the production of the annual budgets and forecasts Support in the creation of long-term financial projections Supports strategic initiatives critical to delivering the strategy Performance measurement of projects Monitoring expense allocations within the business unit Validating the accounting treatment of capital expenditures Support overall finance team: Works collaboratively with other finance team members to report accurate and timely results.

Specific duties include:

Supporting the close with segment specific estimates and accruals Preparing monthly and quarterly earnings packages, including variance analysis to forecast, plan, and prior year Developing the overall enterprise financial plan and quarterly reforecasts Facilitating the expense allocation process to better inform profitability metrics Identifying any significant asset write-offs

Special Projects:

Supports operating segment with strategic initiatives and process improvement efforts to gain efficiencies: Provides leadership to strategic corporate initiatives that impact finance operations, including new product launches, new carrier or client accounts, and strategic transactions Assists with Allied's finance transformation, including assessment of forecasting, expense allocation capabilities, variance analysis, and project performance management capabilities

Staff Management & Development:

Provides leadership to staff that fosters a commitment to quality and excellence, creating an atmosphere of teamwork and open communication and a climate that emphasizes company values, trust, respect, cooperation, and continuous improvement Develops and maintains an effective organization, which includes staffing, motivating, training, evaluating, compensating, and mentoring including managing the performance of individuals and teams Partners with staff to identify and monitor professional growth opportunities as part of their development and preparation for future opportunities Performs related activities as directed and manages personal self-development to prepare for new responsibilities and challenges in a changing environment Researches and attends online or external continuing education and industry events to foster development, keep up with best practices, and stay current with trends related to the accounting and financial management of acquisitions Qualifications (Education, Experience, Certifications & KSA): Bachelor's or Master's degree in business required.

Field of Study:

Accounting or Finance Education and/or professional credentials beyond the bachelor's degree (e.g., CPA, CFA, MBA) strongly preferred Minimum of 5 years of corporate finance experience, preferably accounting/finance operations Demonstrated knowledge of GAAP accounting principles and financial statements Strong proficiency or aptitude for financial management systems for purposes of data retrieval Strong proficiency with Microsoft Office products for financial analysis and reporting Strong behavioral capabilities will be essential, including: Ability to execute

• attention to detail, service quality excellence Sense of urgency
• strong commitment to operational routines and timelines Dependable, attentive
• proactive problem solving with a customer service mindset Resilient and committed to continuous improvement
• continually refining and standardizing processes and deliverables to better serve the business effectively and efficiently The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with a job. #LI-JS1 #

LI-ONSITE

We offer our employees a robust compensation package!

Our comprehensive benefits include:

medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. To view our privacy statement click here To view our terms and conditions click here If you don't see a role that fits your profile, Introduce Yourself to stay informed about news, events and opportunities. When you join Allied Solutions, you are part of a company that's been recognized for its commitment to making an impact. Allied has been ranked by Forbes as one of America's Best Midsize Employers. Allied's customer service team has received the Center of Excellence certification by BenchmarkPortal for eight consecutive years. And in 2022, Allied was honored with a Spirit United award, acknowledging our 13-year relationship with United Way of Central Indiana. As Allied continues to expand into new markets and reach new clients, opportunities to join the company and advance your career grow as well. Allied continually invests in learning and development resources to help you build new skills and advance your career. Come grow with us! Thank you for your interest in Allied Solutions. Once you have created a Candidate Home account, feel free to create a job alert to stay up to date on opportunities at Allied Solutions. We also recommend that you periodically check on our job postings and apply directly for positions that interest you. Allied Solutions roles are listed with Job Category beginning with ALD.