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Financial Planning Systems Manager

Posted on Jun 18, 2022 by Request Technology

Chicago, IL 60601
Immediate Start
Annual Salary

Financial Planning Systems Manager

Salary: $130k-$150k + 15%-25% bonus

Location: Chicago, IL

*We are unable to provide sponsorship for this role*

*Bonus Eligible*

A Prestigious company is seeking a Financial Planning Systems Manager responsible for the strategic and operational management of the planning systems and data across all business units and corporate FP&A. This individual will be a hands-on manager working to design, develop, maintain, monitor and enhance the performance and functionality of the planning and reporting processes.


  • 7-9 years in industry or consulting with 5 years emphasis on planning systems
  • 3+ years of direct experience with financial planning/reporting tools
  • Experience in implementing and administering a planning system, preference for Vena
  • Experience designing conceptual, logical, and physical data models
  • Experience with data transformation and dashboard reporting tools such as: Power BI and Tableau
  • Experience in developing and disseminating detailed reports to executives
  • Demonstrated Project Management Skills
  • Strong Change Management Skills
  • Knowledge of finance, financial methods, tools, reporting, and strategies
  • Knowledge of Enterprise Resource Planning (ERP) such as Yardi
  • Proficient Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) with advanced skill level in Excel and Power Query Excel functions


  • Maintain and improve the current multisystem (Vena and Yardi) based planning environment for FP&A.
  • Manage day to day system administration and support to the FP&A team to help understand and use the financial tools and data effectively
  • Maintain data integrity and accuracy across financial planning and reporting systems
  • Utilize Extract, Transform Load (ETL) tools to provide additional data transformations between systems
  • Manage vendors for support, periodic upgrades, escalation, etc.
  • Collaborate with finance stakeholders and IS teams to create and document business requirements
  • Lead, drive, and refine systems where needed to support existing and new requirements with minimal disruptions
  • Design, build, and rollout new solutions for planning, data management, and reporting
  • Support FP&A's ongoing data needs
  • Advance efforts to move offline and Excel work into systems
  • Perform other duties that support the overall objectives of the position and the department

Reference: 1634156000

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