Manager, Financial Planning and Analysis at Univest Financial Corp in Souderton, Pennsylvania

Posted in Strategy - Planning 12 days ago.

Job Description:

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Univest Financial Corp

Location: US-PA-Souderton
Job ID: 5060
Category: Accounting/Finance - Treasury, Financial Planning & Analysis


The Manager, Financial Planning and Analysis will be responsible for partnering with Univest business leaders, operations and technology teams to help them measure all aspects of their business for enhanced decision-making and improved profitability. The Manager, Financial Planning and Analysis will be responsible for assisting in developing and maintaining revenue and expense models for new and existing products & business lines; driving data-based discussions regarding product profitability, overseeing "budget & forecast versus actuals" analysis on business and support P&Ls; assisting in establishing and enhancing business models for the strategic planning needs of the of Company, assisting in merger & acquisition activities; and assisting in establishing a robust cadence of interactive, data-driven dialogue around financial metrics that we can use to measure success.


Assist SVP - FP&A and Senior Univest Business Line Executives with business unit metrics, profitability drivers for line measurement, and creation and maintenance of business financial forecasting models

Responsible for comparing and validating business specific financial models against Axiom forecasting models and reporting results

Assist Senior Univest Business Line Executives with preparation of Annual Business Plans, Quarterly Forecasts, and analysis of results against plan and forecasts

Assist SVP - FP&A with implementation of business product profitability analysis and related reporting

Assist in all financial analysis activity of the company and related ad-hoc analysis requests

Responsible for preparation of Monthly Board Reports

Responsible for preparation and distribution of Monthly

Business Unit reporting packages; Focus on interactive dashboards

Provide valuable insight and guidance to Business Line Executives through interpretation of various analyses

Assist SVP - FP&A and CFO with potential Mergers and Acquisitions activity

Perform other duties as required

Oversee and develop a team of two financial analysts

Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct


Basic Qualifications:
  • Bachelor's degree in Accounting or Finance or related field
  • Progressive experience with Revenue and Expense planning, forecasting and analysis of business results
  • Management experience
  • Experience with formation of dashboards and reporting utilizing third party software
  • Expert knowledge of Microsoft Excel, Powerpoint, and business modeling tools. Demonstrated experience utilizing Microsoft Excel to build complex formulas and create reports.
  • Strong attention to detail
  • Ability to present complex financial information in simple terms
  • Strong technical, analytical and presentation skills

Desired Qualifications:
  • Financial services industry experience preferred.
  • Ability to interpret data, develop quantitative business assumptions, and provide logical and measured conclusions, forecasts, and recommendations
  • Strong communication skills (both oral and written)
  • Prior experience partnering with Sales, Operations and Technology teams
  • Demonstrated ability to manage tight deadlines and prioritize workloads with a high degree of accuracy and minimal supervision
  • Ability to communicate clearly and effectively with all levels of the organization, working cross-functionally on projects and ability to drive consensus across groups
  • Self-starter with acute understanding and creativity of business modeling, ability to question, learn, and tease out the underlying economics of new ideas and opportunities
  • Experience with SQL
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