Manager Forms Analysis Job Description Sample
Associate Business Analyst - Forms (Non IT)
The Associate Business Analyst within Service, Trading, and Operations' (STO) Information Management Team will be responsible for creating and editing client facing forms within Adobe LiveCycle and multiple web based platforms.
They will also be responsible for mapping complex business rules to the .PDF form fields to ensure data population.
A strong attention to detail and design, as well as a technical mindset is critical for this role. Also, the ideal candidate must have excellent communication skills (verbal and written) as this position interacts with firm-wide employees, at all levels. This position also occasionally interacts with external customers (Financial Advisors) in response to their suggestions or questions regarding forms.
The ability to adapt in a fast paced, changing environment is critical. The ideal candidate should be service minded and be able to handle complex customer issues, while managing to multiple project deliverables.
Form Design & Quality Control: Create new forms and edit existing forms using Adobe LiveCycle Designer.
Perform a thorough Quality Control on individual work, as well as teammates' work. Follow documented guidelines and procedures to create and maintain high quality forms content, ensuring accuracy, completeness, and timeliness of publication.
Data Mapping: Align complex business rules to the appropriate .PDF form fields within multiple software solutions, including eSignature (DocuSign).
Data Tracking: Accurately track all work/data fields in Microsoft Access and/or Microsoft Excel
UAT: Perform user acceptance testing and system troubleshooting in conjunction with the data mapping process within multiple systems.
Pipeline/Workflow Management: Independently manage assignments and SLAs from daily forms pipeline. Provide thorough communication regarding upcoming form changes to multiple impacted parties.
Relationship Management: Build strong internal relationships and actively participate in meetings to partner with Business Owners on form requirements & process improvements. Think about the "big picture" to recognize, act, and plan for other items that are impacted by form changes (i.e. procedural content within internal and external knowledgebases).
Minimum Education Required: Bachelor's degree.
Minimum Experience required: Experience as a graphic designer, business analyst, data analyst, or junior project manager preferred. Must have excellent analytical skills, attention to detail with a keen eye for design, as well as a technical mindset.
Software/Systems Skills Required/Preferred: Proficient in Adobe LiveCycle Designer and/or Adobe Experience Manager preferred.
Experience with eSignature/DocuSign a plus. Also, proficiency in Microsoft applications required (Excel, Access, PowerPoint, Word, Outlook). An overall strong technical background/familiarity with learning new systems is preferred.
Soft Skills Required/Preferred: Must possess excellent communication and relationship building skills, as well as strong problem solving/analytical skills. In addition, strong organizational/project manager skills preferred.
Requires flexibility under pressure, the ability to manage multiple high-priority, high profile assignments simultaneously, and comfort with a fast paced, changing environment and ambiguity.
Enthusiastic, positive, teachable attitude. Customer focused with a desire to provide outstanding service to both internal and external customers.
Ability to work effectively within a very collaborative, team environment.
About LPL Financial:
LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.
If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.
We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please login or create an account to apply to this position.
Principals only. EOE
- As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
Forms Builder I
Accelerate Your Career
Drive global technology
With more than $2 billion in revenues, CDK Global is a leading global provider of integrated information technology and digital marketing solutions to the automotive retail and adjacent industries. Focused on enabling end-to-end automotive commerce, CDK provides solutions to dealers in more than 100 countries around the world, serving approximately 28,000 retail locations and most automotive manufacturers. CDK Global solutions automate and integrate critical processes from pre-sale targeted advertising to the sale, financing, insurance, parts supply, repair and maintenance of vehicles, with an increasing focus on utilizing data analytics and predictive intelligence.
We're large enough to make a difference but small enough for your voice to be heard. This means that we are an organization where every person matters. You can make an impact on the success of our business and that of our customers regardless of what career you decide to pursue.
From data scientists to sales and client service experts, we're hiring to support your growth and ours
- Green light your career.
As a Forms Builder you will work directly with our auto dealership clients to create customized computer forms, coordinating all questions and changes. You will be able to demonstrate your administrative expertise as the vital link between CDK Global and the dealership's Finance & Insurance (F&I) department. You will work directly with CDK Global Technical associates regarding product change requests and application defects. The Forms Builder is responsible to facilitate the coding, testing and delivery of Forms to our existing and new client base.
Assembles, organizes and maintains forms library by generating, changing or deleting forms.Supports internal and external clients and their forms needs.
Maintains records of workload, client status with regards to problem resolution and ensures billing is processed in a timely manner.
Responsible for training associates as determined by management and acts as a go-to individual for members of the team and as an escalation point for issues of higher technical abilities.
Proactively generates new business from existing client base, pursues new business through communications to our client base and makes suggestions for change that will streamline efficiencies in department organization.
Work schedule Monday through Friday 9 a.m. to 6 p.m.
Position will require occasional tasks on weekend and holiday.
Position is office based in Cincinnati, OH
You will work directly with CDK Global Technical associates regarding product change requests and application defects.
Associates or BS in Accounting/Finance preferred but not required.
A successful candidate must have excellent computer skills (MS Office)
Previous experience creating forms is desired.
Must possess excellent customer service skills, ability to prioritize, manage multiple projects, problem-solving skills, and the initiative to learn how to build new F&I forms and make corrections to existing forms
Having a strong attention to detail is requirement to be successful in this role.
Superb time management skills and completion of takes to a definite deadline is required.
- English Spanish
Automobile dealership experience, with an understanding of the purpose of the F&I Department. Banking, customer service or help desk experience is also helpful. Database knowledge preferred.
Background in accounting, math, and finance or related is ideal.
CDK Global knows you have passions outside of work. You have family, friends, sporting events, and lots of things going on. That's why we offer a comprehensive benefits package to not only take care of you but your family as well. All of our benefits are effective the first day of employment including 401K matching, paid time off to re-energize, donate your time to volunteer in your community, and tuition reimbursement to name a few.
At CDK, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives they provide. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.
Nearest Major Market: Cincinnati
Job Segment: Outside Sales, Supply, Advertising, Database, Information Technology, Sales, Technology, Marketing, Operations
Sr. Asp.Net Programmer/Analyst – Web Forms & Work-Life Balance
Forms And Records Analyst 2
Forms and Records Analyst 2
(Registered Health Information Technician, RHIT)
Washington Corrections Center (WCC)
The Washington State Department of Corrections is seeking a highly motivated and talented individual for the position of Forms and Records Analyst 2 at the Washington Corrections Center (WCC) in Shelton, Washington.
Washington Corrections Center (WCC) is located 35 miles west of Olympia, the state capitol. WCC is the Reception and Diagnostic Center, a close-custody facility with the primary responsibility to process, test, and classify all adult male felons sentenced to prison in Washington State. The facility has eight living units and houses 1,500 offenders. There are about 600 offenders screened and assessed each month. WCC is also the major hub for transfer of offenders to and from facilities throughout the state.
Whether the work is inside a prison, in community corrections, or in an administrative office, the Washington State Department of Corrections professional staff experience a high degree of personal satisfaction knowing they are creating environments in which all offenders can learn to make choices that contribute to a safer society.
The Forms and Records Analyst 2 (RHIT) collaborates with a variety or health professionals and supports the mission of DOC by operating as the "Custodian of health Records" in a fast-paced and challenging adult correctional work environment.
We are seeking an individual who is thorough and meticulous with excellent record keeping skills. Working collaboratively in a team setting, prioritizing multiple requests, and maintaining confidentiality are critical skills for the Forms and Records Analyst 2.
Key responsibilities include:
Ensure that WCC is compliant with the Washington State Uniform Health Care Information Act, the Federal health Insurance Portability and Accountability Act, and other state and federal laws.
Review and process public record requests for offender medical, dental, and mental health care.
Audit medical records for completion, accuracy and compliance with Health Record Guidelines
Render advice and consultation to management on health record and health information issues, and make recommendations consistent with laws, policies, and national standards.
Discloses and/or disseminates offender health information to offenders, DOC staff, and external requesters. Ensure disclosure/dissemination is timely and in compliance with RCW's and DOC policy.
Meet with offenders for medical records review.
Maintain offender health records for all offenders assigned to WCC.
Other duties as assigned.
- Two year Associates of Applied Sciences degree in Health Information Management from an accredited college or university whose accreditation is recognized by the U.S. Department of Education and the Council of Higher Education Accreditation (CHEA)
- Certification as a Registered Health Information Technician (RHIT) or as a Registered Health Information Administrator (RHIA)
- Maintain 20 hours of continuing education credits every two years.
- Two years of experience as a Registered Health Information Technician (RHIT).
'The mission of DOC is to improve public safety.'
For additional information about the agency, please visit www.doc.wa.gov.
Please include a minimum of three professional references with your application. A professional reference is defined as an individual who has been paid to supervise your work and can attest to your work performance, technical skills, and job competencies. If you do not have any or sufficient professional references, please include non-related professionals, such as educators or other professional associates.
Your answers to the supplemental questions must be supported by the work experience section in your application or you may not be considered for this position.
Resumes will not replace the completed "work experience" section in your online application.
All DOC employees are fingerprinted for a criminal history background check.
Employees work with offenders in a potentially hazardous setting. Please consider this when deciding whether to apply.
We are committed to maintaining a drug and alcohol free work environment, and our employees are expected to comply with all state and federal laws. A pre-employment drug test may be administered as part of the selection process, and applicants who test positive for any controlled substances, will be disqualified from consideration.
Animal care projects are a common component of most Washington State prisons, including dog and cat programs. Applicants with animal sensitivities or allergies are encouraged to ask about the level of exposure they could expect in this position.
Tuberculosis is a priority health issue for DOC employees. The successful candidate may be required to provide valid proof of a baseline TB skin test within 60 days from the date of hire. When positive tests result, further information, testing and treatment may also be required. Employment is not contingent upon test results.
This position is included in a Union Shop, employees will be required to become members within thirty (30) days of employment.
We are committed to hiring individuals who possess core diversity competencies:
Foster a positive attitude and openness toward the ever changing social and cultural makeup of the workplace.
Work effectively with men and women of different perspectives, abilities, disabilities, races, religions, ages, lifestyle preferences and social, ethnic and cultural backgrounds.
Respectfully acknowledge people's differences and recognize these differences as important and valuable.
Be culturally sensitive and appropriate.
Respect and value diverse backgrounds and traditions.
DOC is an equal opportunity employer and does not discriminate on the basis of race, creed, color, national origin, sex, marital status, sexual orientation, gender identity diversity, age, honorably discharged veteran, veteran status, genetic information, or the presence of any sensory, mental or physical disability or the use of a trained guide dog or service animal by a person with a disability.
For questions about this recruitment, or to request reasonable accommodation in the application process, please email Michelle.Knox@doc.wa.gov or call us at (360) 426-4433 ext. 5268. For TTY service, please call the Washington Relay Service at 7-1-1 or 1-800-833-6388.
Dshs Forms And Records Analyst
Join us in Transforming Lives!
Are you highly organized, self motivated and have excellent customer service?
The Aging and Long-Term Support Administration/Residential Care Services (RCS) has an opportunity for a temporary Forms and Records Analyst 2 in Lacey, WA.
As a Forms and Records Analyst 2, you will perform a variety of complex clerical activities and the timely production of public disclosure requests.
Some of what you'll be doing:
Maintain and prepare documents for the Consumer Friendly Website, including locating or imaging documents to upload for posting and ensuring that posted information is correct and meets all current state and federal disclosure and privacy laws
Ensure that the filing systems are organized, records are complete and established retention schedules implemented
Review and process requests for public disclosure
Search, compile, organize and copy responsive documents assuring agency compliance with the Public Records Act (RCW 42.56)
Redact pertinent data from records and act as an information resource for authorized personnel requesting information from records
Search and reconcile documents using electronic databases and hard copy files to ensure accurate and complete records are provided for each public disclosure request
Provide feedback and auditing tools to Central Files to ensure accurate and timely filing of incoming documents
Analyze data to seek standardization in current workflow processes to gain efficiency within current filing systems
What we're looking for:
Attention to detail and exceptional organizational skills
Proficient in Microsoft Office applications, including Word, Outlook, Excel, SharePoint and Adobe Pro
Working knowledge and ability to interpret Washington Statute Public Records Act, RCW 42.56
Strong interpersonal and communication skills
Maintain confidentiality of records
Work collaboratively in a multidisciplinary team setting
Ability to plan, organize and produce quality assignments within tight time frames
Ability to multi-task in a fast-paced work environment
Provide excellent customer service
Who should apply?
Professionals with an Associate's degree in business administration, accounting, industrial engineering, or a related field
or a high school diploma or equivalent and three years of experience in forms and/or records management
Questions? Please contact Lindsay Taylor at (509) 363-4971 and reference #08899 Supplemental Information
Prior to a new hire, a background check including criminal record history may be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the job. This announcement may be used to fill multiple vacancies. Employees driving on state business must have a valid driver's license. Employees driving a privately owned vehicle on state business must have liability insurance on the privately owned vehicle.
Washington State Department of Social and Health Services is an equal opportunity employer and does not discriminate in any area of employment, its programs or services on the basis of age, sex, sexual orientation, gender, gender identity/expression, marital status, race, creed, color, national origin, religion or beliefs, political affiliation, military status, honorably discharged veteran, Vietnam Era, recently separated or other protected veteran status, the presence of any sensory, mental, physical disability or the use of a trained dog guide or service animal by a person with a disability, equal pay or genetic information. Persons requiring accommodation in the application process or this job announcement in an alternative format may contact the Recruiter at (360) 725-5810. Applicants who are deaf or hard of hearing may call through Washington Relay Service by dialing 7-1-1 or 1-800-833-6384.
Cyber Forms Developer
Cyber Forms Developer
Tuvli is an agile and innovative technology company aggressively pursuing a leadership in dynamic markets that support the Department of Defense, Homeland Security and federal civilian agencies.
We continually seek motivated people with professional skills and work experience in an extremely wide range of employment fields—from systems engineering and modernization, to IT and cyber security to support personnel for virtually every business operation for today’s military installations. We are a military friendly employer that strongly encourages veterans to bring their relevant experience and expertise on board. What unites us is a passion to deliver the very best value to every Tuvli customer every day we’re on the job
:As part of the USAMEDCOMs transition to the new electronic health record (EHR) and due to new requirements for Cybersecurity through the Risk Management Framework (RMF) it is necessary to certify not only applications and software for servers but also all medical devices and any item that connects not only to the Army MEDCOM network but to the Medical Community of Interest (Med-COI) network.
Incumbent will increase the number of RMF packets being processed and approved for an Authority to Operate (ATO) in the DoD eMASS system, throughout the MEDCOM at all MTFs and Clinics globally, to improve the security posture of the MEDCOM networks. Reduce the amount of time it takes to process a package in the eMASS system from start of a package to the ATO through process standardization for Medical devices, Common IT, and Facility related Control Systems (FRCS) such as Air conditioners and power and generator systems that have embedded IT. Improve the Interaction with packet submitters and reviewers to validate the completeness of packets and to make recommendations on certifications based on reviews of the submitted packets and artifacts.
The Forms Analyst shall perform the following tasks:
The Government uses Adobe products as a standard throughout the MEDCOM, therefore the developer must be able to utilize the following Government procured products: Adobe Live Cycle Designer 8.2, ES 3, ES 4, ES 8, Adobe InDesign, and Adobe Professional 11. Must be able to program forms with 508 Compliance coding.
Creates forms with formulas and XML (Extensible Markup Language/XFDL (Extensible Forms Description Language, HTML and JAVA to insure required forms perform as requested. I.e., Digital signatures, time stamp, Computes, binds and Section 508 Compliance coding.
Assists with forms that are required to become Joint Commission Compliant. Assures designed forms follow all design criteria per Army Regulations and DA PAMs.
Ensures that paper and electronic forms comply with forms design standards that include, logical sequencing and grouping of entries, adequate spacing, appropriate paper size, logical and cost-effective construction, brief or concise instructions and conformity to all government guidelines and Army directives including section 508 Compliance.
Ensures that all Clinical forms are approved through the Medical Records Review Committee.
Serves as consultant to office originating form, electronic or manual.
Has the requisite knowledge of personal computer systems, form software (Army’s Adobe LiveCycle Designer, IBM Lotus forms program Adobe Pro), and customer requirements. Proficient in all office suites.
Works with users and technical representatives to identify required interfaces and forms completion and distribution requirements.
Identifies user information needs prior to designing electronic and/or manual forms.
Assigns form numbers assuring forms requesting personal information have Privacy Act Statements and are section 508 compliant before distribution on the Army Network.
IT-II Level Clearance
Bachelor’s Degree or equivalent experience
2 years relevant experience
Proficient in all office suites
Strong interpersonal skills and ability to effectively communicate within a team environment
Prospective employees will receive consideration without discrimination because of race, color, religion, creed, gender, national origin, age, disability, marital status, veteran status, sexual orientation, or any other legally protected status.
We are committed to Equal Employment Opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. If you have a physical and/or mental disability and are interested in applying for employment and need special accommodations to use our website to apply for a position please contact, Recruiting Services at email@example.com or 571-353-7053. Reasonable accommodation requests are considered on a case-by-case basis.
The dedicated email and telephonic options above are reserved only for individuals with disabilities needing accessibility assistance to apply to an open position using our website.
Please do not use the dedicated email or phone number above to inquire on the status of your job application.
We wish to thank all applicants for their interest and effort in applying for the position; however, only candidates selected for interviews will be contacted.
In order for our company to stay compliant with government regulations, please apply on line. Please DO NOT email resumes or call in lieu of applying online unless you have a physical and/or mental disability and need assistance with the online application.
Job: Information Technology
Primary Location: US-TX-San Antonio
Shift: Day Job
Req ID: TUV00895
Financial Analysis Manager
Cummins is aplace big enough to coach and develop a global workforce and create the world'sleading clean, engine technology. We're also small enough for you to find yourfit and personal passion with a team of dependable, innovative thinkers who aredeveloping their careers within a diverse, inclusive, empowering environment.
Learn moreabout this role and how you can begin Working Right.
Our CorporateBusiness Unit delivers reliable, durable, high performing products to ourglobal partners. Working in an innovative space, you'll develop high techsolutions that will fuel your advanced career skill set and empower you to ownyour career. Our integrated businesses demand the talents and creativity ofindividuals with a wide range of skills and experience.
This is anexciting opportunity in Columbus, Indiana for a Financial Analysis Manager. CumminsUSA is where you can work on industry leading projects.
Your impactwill happen in these and other ways:
Responsiblefor the preparation of complex and interpretive financial analyses and reports.
Supportsthe annual budget process, expense and/or staffing forecasts and statisticalreporting.
Preparescomplex financial analyses and reports for department management.
Preparesanalyses, reports, and special studies for management.
Works withassigned organizational unit(s) to develop annual budgets, expense and staffingforecasts, and statistical reporting.
Preparesstatistical reporting, including financial performance, variance explanations,and cost analysis.
Coachesless-experienced Financial Analysts.
Skills and Experience Required:
Must be able to perform business case analysisusing the appropriate robust financial tools (DCF, monte carlo analysis etc.)to evaluate the financial viability of new business and product opportunitiesand support the Product Planning Director as required.
Experience leading the MRGProfitability Committee that's responsible for analyzing and drivingprofitability improvements on underperforming products and manage the ReConProfitability System and Plant PLA submissions, which provide critical businessintelligence for use by the Committee and the Marketing groups.
Support the business as required on uniquead-hoc/ project based financial analysis.
Coach and develop the Financial Analyst who reports into the role.
College, university, or equivalent degree in Finance,Accounting or related field required.
Progress toward Certified Public Accountant, CertifiedManagement Accountant, Chartered Accountant or similar certification preferred.
Intermediate level of relevant professional workexperience in the field of study required.
Expert in Excel
Compensation and Benefits
Base salaryrate commensurate with experience. Additional benefits vary between locationsand include options such as our 401(k) Retirement Savings Plan, Cash BalancePension Plan, Medical/Dental/Life Insurance, Health Savings Account, DomesticPartners Coverage and a full complement of personal and professional benefits.
Cummins and E-verify
AtCummins, we are an equal opportunity and affirmative action employer dedicatedto diversity in the workplace. Our policy is to provide equal employmentopportunities to all qualified persons without regard to race, gender, color,disability, national origin, age, religion, union affiliation, sexualorientation, veteran status, citizenship, gender identity and/or expression, orother status protected by law. Cummins validates right to work using E-Verify.Cummins will provide the Social Security Administration (SSA) and, ifnecessary, the Department of Homeland Security (DHS), with information fromeach new employee's Form I-9 to confirm work authorization.
Ready to think beyond your desk? Apply for thisopportunity to start your career with Cummins today. careers.cummins.com
Not ready to apply but want to learn more? Join our
Talent Community to get the inside track on great jobs and confidentiallyconnect to our recruiting team: http://connect.find.ly/cummins
Sr. Manager - JDE Functional Analysis
HarperCollins Publishers continues to expand the use of JD Edwards to support business operations globally. The role of Sr. Manager - JDE Functional Analysis will provide business and technical expertise in delivering key integration projects aligning local systems to standard global solutions. This person will manage a team of functional analysts that define, document, and implement solutions and integrations that support strategic objectives.
Accountable for communication with executive stakeholders, team members and project managers on status, progress or risks or blockers (issues that will prevent deployment of solutions)
Collaboration with team members to understand project objectives, business requirements, priorities, and deliverables. Manage internal and external vendor resources as needed to ensure successful planning and execution of deliverables
Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
Support team in delivering the following artifacts as needed:
As-Is / To-Be processes
Business requirements document / Use cases
Functional design documents
Data mapping / Interface designs
Work independently with users and proactively escalate issues
Successfully engage in multiple initiatives simultaneously
Liaise between the business units, technology teams and support teams
Manage day to day interactions with business/IT stakeholders relating to project deliverables, productions issues, and on-going improvements
Maintain Effective functional/technical documentation within the functional group
Focus on continuous improvement initiatives to better serve the business
10-15 years related experience
Proven ability to work independently to deliver results
Leading and working on large systems integration projects highly desirable
Experience working on large enterprise programs
Strong analytical and product management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts
Ability to work with the business to identify and prioritize projects, drive delivery, and support the ongoing operation of tools and processes
Strong multi-tasking skills, ability to rapidly adjust to priorities
Team player with proven ability to work in a dynamic and evolving work environment
Experience with managing a virtual team with team members in multiple geographic regions and time zones
Prior consulting experience with top tier consulting group and experience with media companies preferred
Some experience in implementing ERP platforms, JDE financial management integration experience preferred
Familiarity with financial and accounting terms and accounting business processes preferred
Ability to attain maximum level of quality assurance in all stages of a project/development life cycle
Excellent negotiating skills
PMO Certification a plus
MBA a plus
Additional certifications in finance, distribution, etc., a plus
Candidate must have/be able to obtain a valid passport and be able to travel within Europe and to United States
Periodically, travel may be required for longer than one week at a time
Multiple languages, a plus
About the Company:
HarperCollins Publishers is the second largest consumer book publisher in the world, with operations in 18 countries. With nearly two hundred years of history and more than 120 branded imprints around the world, HarperCollins publishes approximately 10,000 new books every year in 17 languages, and has a print and digital catalogue of more than 200,000 titles. Writing across dozens of genres, HarperCollins authors include winners of the Nobel Prize, the Pulitzer Prize, the National Book Award, the Newbery and Caldecott Medals and the Man Booker Prize. HarperCollins, headquartered in New York, is a subsidiary of News Corp (NASDAQ: NWS, NWSA; ASX: NWS, NWSLV) and can be visited online at corporate.HC.com.
HarperCollins Publishers is an Equal Opportunity Employer
Financial Planning Analysis Manager
I am recruiting for a Financial Planning and Analysis Manager for my client in Atlanta. This company has experienced tremendous growth and doesn't see itself slowing down any time soon. Reporting to the CFO, your primary function as the FP A Manager would be to create the strategic financial plans for the company. The position requires a detail-oriented, critical thinker who will be responsible for the following:
Analyzing current and past trends in key performance indicators in all areas of revenue, cost of sales, operating expenses
Performing variance and trend analyses of key performance indicators
Performing detailed pricing analyses
Reviewing and analyzing sales pipeline data to aid in revenue forecasting
Performing market sizing analyses
Preparing monthly forecast updates
Spearheading the annual operating planning process and working the functional owners to prepare annual operating plans
Performing ad hoc analysis and reporting
Preparing monthly flash reports and operating reports for executive management
Evaluating ROI in marketing programs
Developing financial models and analyses to support strategic initiatives
Developing financial models to aid in analyzing potential acquisition opportunities
Performing and reporting on financial due diligence
Supporting executive leadership team and department heads with in-depth analysis
Improving budgeting and forecasting accuracy process through the use of automation and tools
Please send all interested resumes to for immediate consideration for the FP A Manager. As this is a confidential search, only those candidates meeting the client's requirements will be contacted.
Bachelor degree in Accounting or Finance
MBA or CPA preferred
5+ years of related experience
Strong attention to detail
Demonstrated history of process and system improvements
Employment Type: Full-time
Sr Manager Financial Analysis - Aegon AM
Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making
Understand profitability drivers
Understand the value chain for asset management
Develop and monitor key performance indicators, highlight trends and analyze causes of unexpected variances
Foster and direct an environment of continuous process and performance improvement
Develop business intelligence tools and dashboard reports
Develop financial models for product analysis, business initiatives and progress toward strategic initiatives
Effectively communicate throughout various levels of the firm, including the various Boards of the asset management companies
Liaise with product line owners to determine validity of data and provide supporting explanations, in-depth analysis
Develop and maintain strong relationships with business partners
This candidate will seek to understand the constituents business needs and support the growth of the company
Effectively manages staff to achieve performance standards, develop and motivate staff to achieve effectiveness; mentors, trains and shares high level knowledge. Ensures staff demonstrates appropriate customer service attitudes.
Current with industry trends, reporting of flows and complete deep dive analysis on competitors
Ensure a robust strategic plan is developed and managers are held accountable for the important profit drivers
Aid in strategy development, communication and ensuring budgets support strategy
Appropriate forecasting should be completed and analytical review of budget to actual variances should be shared frequently with department managers
Perform periodic industry benchmarking analysis.
Bachelor's degree in Accounting or Finance and/or equivalent work experience. Minimum of 10 years experience, with degree and 5 years demonstrated supervisory/management experience. Advanced computer skills.
CPA or CFA strongly preferred
Extensive knowledge of Asset Management firm
Effectively communicate orally and in writing, to all audiences, ability to handle multiple projects by using effective project management skills, analytical. Organizational and prioritization skills, effective judgment, address employee issues on a timely basis
Job and compensation levels depend upon an applicant's qualifications including the extent of his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR.
Why Work for Us
Total Rewards at Transamerica: It's more than a paycheck. Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. If you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs, please contact: firstname.lastname@example.org.
If you experience technical problems during the application process, please email email@example.com.
Senior Financial Analyst Cedar Rapids
Senior Financial Systems Analyst – Aegon AM Cedar Rapids
Accountant Cedar Rapids
Accounting Manager – Regulatory Audit Cedar Rapids
See all vacancies
Transamerica Transamerica careers
Visit the dedicated careers website for more information about working for Transamerica.
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