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Financhial Planning & Analysis Manager (1027266)

Company: ACA Talent
Location: Boca Raton
Posted on: May 11, 2022

Job Description:

Job Description Financial Planning and Analysis Manager - Sales & Marketing Summary: The Financial Planning and Analysis Manager - Sales & Marketing (the Manager) is responsible for supporting the Sales, Marketing and Product Development Teams by providing financial support, analysis, forecasting and budgeting. In addition, this Manager will be responsible for costing all of the Companys products and providing pricing for all customer quotes for this contract manufacturing company. The person in this role will have direct interaction with many leaders across the Company, including the Chief Growth Officer, CFO, CEO, Sales Management, Director of Marketing, Director of Product Development, Controller, COO, etc. The Manager will establish and provide on-going reporting to the Sales Team and will be the leader of the Sales/Revenue forecasting and budgeting. Organization Relationships: Reports to: Chief Growth Officer Chief Financial Officer Responsibilities Support the Chief Growth Officer in the development of the Sales and Marketing annual revenue and expense budget and forecasts and then manage the business towards the budgeted objectives. Oversee the implementation of sales reporting and process initiatives and projects. Analyze data regarding sales performance, activity and company trends. Support the sales team with process improvement, measurement, tracking and analytics. Partner with sales and marketing to refine lead qualification process, analyze and report on campaign performance with reporting and dashboards. Enhance sales productivity by enabling the team to work smarter by simplifying processes. Create monthly content for executive presentations and develop presentation material to be used internally across the sales organization. Track and analyze key metrics including pipeline growth, win/loss rates, activity, conversions, product segmentation opportunity, and quota attainment. Retain the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the business; define and deliver techniques to improve the funnel performance for sales management. Assist with on-boarding and training new sales talent within the reporting and data entry responsibilities. Refine customer segmentation, assist with territory management, and support plans through data analysis. Review and summarize quota reports, forecasts, and adjustments needed. Support client quoting and pricing by leveraging the pricing calculator for the sales team. Assure that the policies, principles and procedures of sales activities are consistent across the Company. Maintain regular check-ins with sales leaders who contribute to opportunity development to determine how sales opportunities are tracking against plan and identify any problems for internal review and problem solving. Analyze outward bound marketing programs to determine the return on investment and support the Director of Marketing in determining the strategies and targets for future campaigns. Performs any other duties or tasks that may be required of you by the Company. Promotes and demonstrates behavior consistent with the Companys core values. Experience/Skills 3 or more years of experience in financial analysis and reporting roles as a subject matter expert with proficiency creating reports, optimizing processes, training new hires, and managing dashboards. Experience within a B2B sales organization is desirable. Ability to understand high-level sales strategies, translate them into system and process requirements, and ensure local execution and business impact. Project leadership experience is desirable. Strong organizational, analytical and communications skills. Advanced Excel skills with a strong understanding and experience working with an ERP system. Creatively think through and solve problems Handles pressure well while meeting deadlines and targets Skilled in prioritizing and triaging obligations. Education: Bachelors degree in finance, accounting, marketing or other business discipline required; masters degree preferred

Keywords: ACA Talent, Boca Raton , Financhial Planning & Analysis Manager (1027266), Executive , Boca Raton, Florida

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