What are the responsibilities and job description for the Finance Planning & Analysis Lead position at IMI Americas, Inc.?
Financial Planning & Analysis Lead
Department : Finance
Reports To :
Financial Planning & Analysis - Senior Manager
FLSA Status : Exempt
Site : RSM CA
About IMI
IMI plc, the specialist engineering company, designs, manufactures and services highly engineered products that control the precise movement of fluids. Its innovative technologies, built around valves and actuators, enable vital processes to operate safely, cleanly, efficiently and cost effectively. The Group works with industrial customers across a range of high growth sectors, including energy, transportation, and infrastructure, all of which are benefiting from the impact of long-term global trends including climate change, urbanization, resource scarcity and an ageing population. IMI employs some 11,000 people, has manufacturing facilities in more than 20 countries and operates a global service network. IMI currently operates across three globally recognized Divisions : Critical Engineering, Precision Engineering and Hydronic Engineering.
About IMI Critical Engineering
IMI Critical has long been recognized as a world-leader in the provision of flow control solutions. Our products allow vital industries to operate safely, cleanly, reliably and efficiently, so that they can provide us with the energy, resources and materials that underpin modern lives. IMI Critical's family of specialist companies design, manufacture and service bespoke valves and actuators that precisely control the flow of steam, gas and liquids under extremes of pressure and temperature, as well as intensely abrasive or corrosive operating conditions. Our valves can be found in a myriad of industrial plants and processes around the world, enabling the production of oil and gas, power, petrochemicals, metals, pharmaceuticals, cosmetics, food and beverages, water and sanitation, pulp and paper, ethanol and sugar. Our products are also widely deployed on ships and submarines. Our engineering expertise means that we can make hazardous processes safer, cleaner and greener. By helping clients reduce emissions, improve safety, and make processes more efficient, we have a direct and positive impact on the world. That is why we describe our purpose as 'breakthrough engineering for a better world'.
IMI Critical Engineering Americas provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Position Summary
The Finance Planning and Analysis (FP&A) Lead is responsible for overseeing the financial planning and analytical functions in our organization. The role involves collaborating with various departments to develop budgets, forecast financial performance, and provide strategic insights to support decision-making.
Supervisory Responsibility
This role has no direct reports.
Responsibilities
The primary responsibilities include :
- Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures
- Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
- Generate project budget reports and lead review meetings
- Oversee and manage the continued development of Budgeting, Financial Forecasting, and Modeling tools
- Ad-Hoc Reporting and Analysis
- Quarterly and Monthly Financial reports
- Implement and work with a Business Intelligence Tool and Dashboard reports
- Improve performance by evaluating processes to drive efficiencies
- Develop financial models and analyses to support strategic initiatives
- Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
- Supporting Senior Management Team and Departments heads with in-depth analysis
- Prepare presentations to Senior Management Team
- Assist Finance team with month end close procedures
- Any other work as directed by supervisor
Qualifications and Required Skills :
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Education :
2. Professional Certifications :
3. Work Experience :
4. Technical Skills :
Physical Demands :
Work Environment :
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate (office / cubicle environment with computers, fax machines and printers operating) to loud (manufacturing environment with large machinery operating.)