Director, Budgeting & Forecasting
Location: SANTA CLARA, California

•Provide leadership in the development and monitoring of fiscal budgets and forecasts to produce effective short-term plans that have long-term sustainability.
•Consolidate and analyze operating plan submissions, identifying and investigating anomalies with the appropriate GFO
•Share insight on identified risks and opportunities with senior management; provide input on effective corporate targets to pursue
•Identify, analyze and communicate budget-to-actual variances and forecast-to-actual variances on a monthly, quarterly, and annually basis to senior management
•Prepare and distribute financial reports to senior leadership
•Maintain Axiom EPM planning and forecasting tool, and work across the Finance team identify expanded use of the application
•Provide quality control on the data inputs and outputs of Axiom EPM and coordinate with business partners to align data requirements

Short Term Deliverables:
•Manage the 2018 budgeting process
•Ensure prioritized project financials (Initiative Development Template) are effectively and efficiently captured in Axiom
•Deliver on the Vision 2025 strategic plan presentation in conjunction with Strategic Finance
•Ensure data availability in the right form for CCAR consumption
•Automate direct drive reporting out of Axiom
•Build client funds by segment reporting to support enhanced forecasting methodology


Primary duties:
•Design of Budget & Forecast
•Ensuring Accountability to Financial Plan
•Examining Differences from Business Results
•Integration with Organization Profit
•System modifications




Skills and Requirements:
8-12 years relevant experience, having managed, led and developed a Finance Team
BA/BS degree in Finance, Accounting, Business, Engineering and/or similar discipline; MBA preferred
Demonstrated financial acumen and/or analytical experience including familiarity with concepts of forecasting, budgeting, and variance analysis, and/or data interpretation and analysis
Advanced proficiency in Excel
Experience performing financial and ad hoc analysis using data reporting tools
Able to understand drivers of business performance and the levers available to impact performance
Strong commercial acumen and curiosity beyond traditional finance boundaries
Strong Excel and numerical skills
Be assertive, challenging, driven and confident individual with strong inter-personal skills
Possess sound coaching and team leadership and development skills





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