JOB DESCRIPTION FORM



|JOB TITLE: Financial Planning Analyst |DATE COMPLETED: 24/01/2018 |

|DEPARTMENT : Financial Control |TITLE OF JOB HOLDER’S MANAGER: Financial Controller |

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|ORGANISATION – (please insert a chart to represent where the position is located in the organisation) |

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|PRIMARY PURPOSE OF THE POSITION  |

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|Responsible for preparation & analysis of monthly management reports accurately and to required deadlines. Preparation of forecasts and budgets. Generation of |

|other management reports. Provides assistance to Financial Controller and senior Management as required. This role will require close contact with the management |

|committee and the HQ of BPF, SCF, SCUK and San UK and the job holder will be expected to explain complex financial transactions to financial and non-financial |

|member of staff. |

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|This role will also be the lead on Financial Control projects and will represent Financial control in project across the business. |

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|MAIN RESPONSIBILITIES – please list 6-8 main responsibilities |

|(The results that must be achieved and the actions that must be taken in order to achieve them) |

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|FP&A |

|Prepare the monthly financial result for the provisional closing meeting (WD3 AM), ensuring that Accounting, Financial Management and Risk entries are all correct.|

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|High level analysis of the Key P&L and BS lines indicating variance vs forecast and providing information on opportunities and threats. |

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|Ownership of the monthly SCF MIS reporting package ensuring that all deadlines are met by both the Financial and New Business work streams. MIS is the main |

|financial reporting package used by JV cooperation at a local and HQ level. |

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|Ownership of the BPF GRECO Finance reporting package, commenting on any major variances at the request of the BPF HQ controlling team. |

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|Preparation of the SCUK and San UK reporting files, providing qualitative comments. |

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|Represent PSAF at the monthly result call attended by both SCF & BPF controlling team. The job holder will be required to explain the variances vs Budget and |

|provide qualitative comments. |

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|Preparation of the financial elements of the Monthly Note, providing detail qualitative comments to support the results. The monthly note is distributed to Senior |

|Management locally and in both of the head offices and therefore follow up queries will need to be address in a clear and timely manner. |

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|Preparation of the Controlling Committee pack and attendance to the Controlling Committee as an invitee. During the Controlling Committee the role holder will be |

|expected to present analysis they have performed relating to queries they have had from Management or relevant analysis they have performed autonomously. |

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|Preparation of the provisional Board report for review by the Financial Controller. |

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|Quarterly forecasting and budgeting of financial and activity indicators. Work closely with the New Business work stream, Risk and financial Management in the |

|preparation of the annual Budget and Quarterly re-forecasts. |

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|Ensure that all forecast are accurately uploaded into both GRECO and MIS and analysis is provided to the HQs. |

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|Project and Quality |

|The role holder will take the lead on Financial Control projects and will represent Financial Control in projects lead by other business areas |

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|Improve process throughout the department and drive for automation of the main tasks of the department, working closely with IT and other Departments. |

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|Support the F2ML financial controller with the development of the F2ML reporting. |

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|Other |

|Ad hoc duties requested by Financial Controller/Finance Director/Other management. This role will be required at time to act in a business partnering capacity. |

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|PRINCIPAL CONTACTS / WORKING RELATIONSHIPS (outside of the department, either within the Company or externally) |

|What is the nature of the relationships? Who are they with? Why are they important? How frequently do they work with them? Does the job holder inform, advise or |

|influence? What effect does the relationship have on operational results? |

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|BPF/SCF/San UK HQ |

|The role holder will have daily communications with both HQ Controlling teams, they will be expected to be able to articulate clearly the fanatical results of PSAF|

|and build strong working relationships. |

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|Risk |

|The role holder will work closely with the risk department accuracy of the information, validating against accounting and preparing monthly variance analysis. |

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|CEO/DCEO/CFO |

|The role holder will be expected to analyse and explain variances directly to the Senior Management Committee in monthly meetings and reports and also on an adhoc |

|basis. |

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|All Business Areas |

|Due to the role requiring a broad knowledge of the business and the project management aspect, the role holder will have to manage relationship will all senior and|

|mid-tier management across PSAF and in all HQs. |

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|OPERATIONAL CONTEXT |

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|1. Working environment : |

|The job holder will have to work tight predetermined deadlines ensuring that all reporting and advice provided is accurate. There will be occasions when analysis |

|will be required without notice and the job holder will be expected to manage their time to meet these demands. This role has a lot of exposure to the Senior |

|management and HQs and the role holder will have to be comfortable in managing these relationships. |

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|2. Decision making scope (the type of decision that only the jobholder can make): |

|The job holder will make decisions on how the stakeholder’s requirements are met and will be a key advisor when reviewing operating expenses. |

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|3. Supervision received. |

|Day to day autonomous with supervision from the Financial Controller. |

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|PRINCIPAL CHALLENGES/DIFFICULTIES (routine or non-routine, availability of guidelines, level of ingenuity) |

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|Provide and describe financial information to business manager within and outside the finance department to allow them to make key strategic decisions. |

|Develop and maintain business relationships with Executive Managers and Directors in order to discuss and resolve key issues. |

|Continually evaluate the effectiveness of the function and seek to improve. |

|Investigate research, implement and recommend new approaches and techniques and keep abreast of a changing environment, ensuring industry best practice is applied.|

|Manage multiple conflicting interests and deadlines |

|Manage relationships across multiple areas of the group including head offices in France and Spain |

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|STATISTICAL DETAILS |

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|1. Number of direct reports (state extent of supervisory responsibility) |

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|2. Economic data (level of budgetary or expenditure control) |

|Budgeting and Analysing. |

|New business profitability |

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|3. Any other quantitative data: |

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|EDUCATION AND EXPERIENCE |

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|1. Foreign language skills: |

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|French and Spanish would be advantageous but are not required. |

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|2. Professional qualifications, vocational training, education level: |

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|Finance related Bachelor Degree required. CIMA/ACCA/ACA newly qualified/finalist or relevant industry experience. |

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|3. Previous experience required (please state if essential or desirable): |

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|Previous Budgeting/cost control essential |

|Advanced Excel essential |

|Access Knowledge essential |

|Financial Modelling essential |

|SAS experience is desirable |

|Business Objects/LSI desirable |

|Knowledge of Auto Finance Industry would be desirable |

|Knowledge of SAP system would be an desirable |

|Project Management |

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|PERSONAL CHARACTERISTICS REQUIRED (for example analytical, influential, creative thinker) |

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|Manages own time effectively; identifies and organises resources needed to accomplish tasks; monitors performance against deadlines and milestones |

|Analysis numerical data and other sources of information; breaks information into component parts, patterns and relationships; probes for further information to |

|clarify vague or confusing issues; identifies and uncovers problems |

|Ensures that high quality standards are met; checks work for errors; maintains professional, high quality work even at a very detailed level |

|Demonstrates detailed job knowledge and expertise in own area; applies specialist skills in own work; capably answers technical questions from colleagues; |

|demonstrates thorough knowledge of the features of relevant products and services |

|Show project management skills and a drive for continuous improvement |

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|CAREER PATH |

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|This position would constitute a promotion for people who have held the following positions: |

|Finance Administrator, |

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|On leaving this position, a job that would be considered a promotion is: |

|Financial Controller, Financial Reporting Coordinator, Operational Accounting Manager |

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|Equivalent positions which could constitute lateral moves: |

|Risk Analyst, Debt Capital Market Officer, ALM & Strategy Officer |

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|WRITTEN BY: VALIDATED BY: |

|Robert Hitchcock |

|Human Resources Department |

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CFO

Head of Financial management

Financial Controller

Head of Accounting & Tax

Financial Planning Analyst

Financial Reporting Coordinator

Financial Planning Analyst

New Business Finance Analyst

New Business Administrator

Finance Administrator

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