Sr. Manager Financial Planning

Able to reside in the CST or EST - time zone

Ricoh Global Services (RGS) Financial Planning & Analysis (FP&A) provides strategic support to Global Major Accounts (GMA) leadership and executive team on planning, analysis and recommendations for actionable intelligence to drive efficiency, profitability and business decisions.

RGS is seeking an experienced FP&A Manager to focus on; analytical support to Sales Directors including alliances, development and management of GMA Americas financial forecasts, management of global pipeline, account level profitability analysis in Americas region, and recommendations for continuous improvement.

As an FP&A Manager you will be responsible for the management and expansion of the Sales Pipeline Analysis Model including the formalisation of business processes and workflows to provide robust due diligence of sales opportunities. In terms of analysis, you will provide deep understanding of the profitability of the GMA business and the main drivers of profitability. In addition, you will be responsible for FP&A business partnering with a variety of different stakeholders in the Americas GMA business and globally.

This candidate will be an independent thinker who can make convincing, data-driven arguments. With a strong bias for action, this individual will be able to work equally well with both internal and external stakeholders. This person will have sound judgment and the ability to refine existing models (as needed) and can dive deep and own senior relationships.

JOB DUTIES AND RESPONSIBILITIES

• Oversee GMA budget/ forecasts for Americas region by actively partnering with different stakeholders to ensure alignment and actively challenging assumptions to drive revenue and profitability maximisation across all customer segments.
• Responsible for detailed Global Pipeline analysis for RGS global accounts, establishing business processes and set up due-diligence checks to ensure data accuracy and validity.
• Lead the preparation of a regular Pipeline trends reporting pack to be shared and presented to Global Account Directors and RGS Leadership team along with fact-based business impact recommendations.
• Assess and analyse impact of Pipeline wins on revenue forecast, overall account profitability and highlight gaps in revenue generated vs. contract won.
• Support Head of FP&A in the development of an integrated business solution and further enhance analytical capabilities of the Pipeline module.
• Develop and implement new pipeline analysis model along with dashboards, reporting, business rules across all regions to measure accurate RGS Pipeline (Line of Business agnostic).
• Detailed profitability analysis for all customer segments in the US GMA business and recommend areas for improvements.
• Partner with the sales leads to identify opportunities to grow revenue, expand margins, and reduce costs, providing financial support to execute on those initiatives
• Lead without authority, working in a complex matrix environment

Partner with key senior stakeholders – finance and non-finance to drive the vision of the integrated business planning model and support in all finance matters.

QUALIFICATIONS (Education, Experience and Certifications)

• Bachelor’s degree in finance or accounting a must
• Demonstrable FP&A experience with proven expertise in finance management, evaluation, and detailed Pipeline analysis: you always deliver meaningful business reporting (experience in digital services company a plus).
• Process improvement experience (ideally Lean and/or Six Sigma)
• Demonstrated ability to build and manage financial models for business forecasting, variance analysis and problem solving.
• Proficient financial modeling skills with experience in building models in Financial planning software (Workday Adaptive or Oracle Cloud EPM).
• Expert in Reporting and data visualization skills ideally in Power BI, Tableau, SQL etc.
• Excellent written communication skills as demonstrated by writing project documentation and weekly/monthly/quarterly reviews.
• Advanced proficiency in MS Office (especially Excel and PowerPoint)

KNOWLEDGE, SKILLS AND ABILITIES

• Analytical thinker with strong sense of business acumen, you must have a track record of summarizing complex financial & non-financial data into clear and concise recommendations for strategic decision support.
• Experience of working with large scale financial planning, forecasting and reporting software (Workday Adaptive, IBM Planning Analytics, Oracle Cloud EPM, Power BI, Tableau, Qlik, SQL) is a must alongside other financial systems (Workday Adaptive, Oracle, SAP, MS Dynamics). Excellent MS Excel and financial modeling skills are a must.
• Able to effectively manage projects; results oriented and able to roll-up the sleeves in order to accomplish necessary tasks.
• Able to work in a complex global environment with inconsistent data sources.
• Has highest standards of integrity reflected in all external and internal communications.
• Self-motivated, high energy, respectful, honest, hard-working and loyal team player.
• May require some travel.

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.