Manager, Financial Planning - Minneapolis, United States - Carlson Wagonlit Travel

Description

Job Description - Manager, Financial Planning & Analysis (Hybrid position D)
Manager, Financial Planning & Analysis (Hybrid position)

(

2400008D

)

CWT
is

one of the world's leading digital travel management companies

and as

a Business-to-Business-for-Employees (B2B4E) travel management platform, companies and governments rely on us to keep their people connected – anywhere, anytime, anyhow – and across six continents, we provide their employees with innovative technology and an efficient,

safe

and secure travel experience.
Finance & Strategy

partners with the entire organization, including HR, Technology, Legal, Customer, and Traveller Experience, to provide

accurate

financial information and meaningful insights. The group serves as guardians of the company's assets, upholds ethical financial

standards,

and equips leaders to make business decisions.
The team

is responsible for

risk management, internal audit, supplier revenue, tax, insurance and investor relations, finance operations, corporate financial planning and analysis, strategy and business

insights, and procurement

and facilities.
Position Overview
Finance & Strategy

is

seeking a Manager

, Financial Planning & Analysis
Position Description

Support the business by providing financial analysis across a broad range of business topics including operational performance, financial planning and budgeting, operating analytics, and business forecasting.

This role is part of our U.S.-based Corporate Financial Planning & Analysis department with responsibilities including:

Partner with senior executive leaders to drive understanding of financial results and recommend operational actions to optimize performance
Build financial models to support strategic business decision-making, long-range planning & forecasting, as well as project-specific investments
Develop financial reports to analyze and communicate drivers of operational and functional financial results, as well as projecting future performance
Effectively communicate the drivers of key business issues and the financial impacts of proposed initiatives or business decisions
Develop best practices and processes for financial business partnership.
Ensure consistent and effective methods are used across the business.
Provide insightful analysis, recommendations and data-driven analysis to help address complex business issues and

system & process improvements in collaboration with other Finance leaders.
Consistently deliver year-over-year improvement in financial analysis and business support that leads to improved financial outcomes.

Partner with the Finance leadership team to ensure optimal utilization of resources consistent with CWT's mission
Serve as a key advisor Finance leadership on all operational business matters and financial results
Leverage analytics to monitor key performance indicators across finance and related functions
Identify key functional objectives, measure, and report on progress
Partnering with IR to assist in the creation of external disclosures, including monthly performance & messaging, quarterly presentations & earnings script, as well as Q&A preparation
Analyze competitor business models via financial announcements and analyst day events
Manage quarterly conference call responsibilities including earnings slides, executive script assistance, press release drafting sessions, financial modeling and conference call Q&A preparation and transcript approval
Regular investor meetings/phone calls, responding to investor inquiries, analyst estimates
Ad Hoc presentations for CFO and VP's as needed, including analyst research summaries
Maintain and develop presentations and related scripts for investors, investor conferences, road shows, corporate communications and other activities
Support VP of Investor Relations in discussions with and responses to investors
Liaise with cross-functional teams to deliver superior support to investors and internal stakeholders
Perform other duties as assigned
#LI-onsite
Qualifications
Position Requirements
At least 7 years of full-time work experience in finance, accounting, investor relations, or strategy; 5 years of Corporate FP&A experience preferred
Bachelor's degree in finance, economics, accounting, or a similar analytical field; MBA degree in Finance is preferred
Strong financial statement understanding, highly developed analytical skills, as well as

technical finance knowledge (NPV, DCF, budgeting and forecasting)
Excellent knowledge of financial planning & analysis processes, systems, and practices
Strong decision-making and influencing skills as a result of credibility and functional expertise.
Strong leadership, relationship, and partnership-building skills
Ability to work effectively and thrive in a fast-paced, changing environment to identify issues in a timely manner, communicate them proactively to key stakeholders, and take the necessary steps to drive to a solution
Ability to present financial, accounting, and operational information using relevant managerial reports, such as analysis of performance and profitability, to interpret data and trends; and to harness information to measure operational improvements
Ability to work effectively with different constituencies
Ability to work independently, and influence actions without direct authority
Robust Excel and data modeling skills
Excellent presentation and verbal communication skills
Highly organized, detail-oriented, and able to manage multiple cross-functional projects

CWT
is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race,

color

, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

CWT
also offers opportunities to all job seekers including job seekers with disabilities. If you need reasonable accommodation to

assist

with your job search or application for employment, please contact us by sending an email to

. In your email, please include a description of the specific accommodation you are requesting and a description of the position for which you are applying

.
Primary Location

Primary Location

:

Minneapolis
Work Arrangement

:

Office - CWT
Employment type

Employment type

:

Standard
Job Family

Scope

:

Global
Travel

Travel

:

No
Shift

Shift

:

Day Job
Organization

Organization

:

Finance
Experience Level

:

7 to 10 years
Job Posting

Job Posting

:

May 2, 2024
As an Equal Opportunity Employer/Affirmative Action employer, the organization

will not discriminate in its employment practices due to an applicant's race, color, religion, sex, national origin, veteran status, disability status, sexual orientation, gender identity or any other federal, state or local protected class
Use of this website signifies your agreement to the Terms of Use

As an Equal Opportunity Employer/Affirmative Action employer,
CWTwill not discriminate in its employment practices due to an applicant's race, color, religion, sex, national origin, veteran status, disability status, sexual orientation, gender identity or any other federal, state or local protected class.

CWTalso offers opportunities to all job seekers including job seekers with disabilities.

If you need a reasonable accommodation to assist with your job search or application for employment, please by filling our contact form In your message please include a description of the specific accommodation you are requesting and a description of the position for which you are applying.

contact us

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