Financial Planning and Analysis
Job Title: Financial Planning Analysis- Director / Senior Manager
J2W:MON203/16/2012
Requisition Number: 6579
Location(s): Irvine, CA
About Us: Epicor Software Corporation is a global leader delivering business software solutions to the manufacturing, distribution, retail and services industries. With nearly 40 years of experience serving midmarket organizations and divisions of Global 1000 companies, Epicor has more than 33,000 customers in over 150 countries. Epicor enterprise resource planning (ERP), point of sale (POS), supply chain management (SCM), and human capital management (HCM) enable companies to drive increased efficiency and improve profitability. With a history of innovation, industry expertise and passion for excellence, Epicor inspires customers to build lasting competitive advantage. Epicor provides the single point of accountability that local, regional and global businesses demand. The Companys headquarters are located in California, with offices and affiliates worldwide.
Role Summary/Purpose: Responsible for preparing the annual operating plan, three year plan, quarterly forecasts, monthly business reporting package and improving the profitability of the business with excellent communication skills and data analysis.
Essential Responsibilities:
- Lead the Preparation of the annual operating plan, three year plan and quarterly forecasts for multiple Functions and Revenue streams of the ERP Americas PL.
* Continuously improving the current processes for budgeting, management reporting and forecasting to improve efficiency, accuracy, timeliness and level of support for the business.
* Improve Revenue and EBITDA by providing insightful data analysis and influencing business leaders through effective communication and data analysis
* Drive the compilation of compensation plans for the Sales and Professional Services functions
* Provide analytical support for the forecast process
* Prepare presentations of forecasts and budget to senior management
* Work with regions, financial teams, and operations throughout the organization to develop tools to improve reporting and analytics for revenue and key expense items
* Provide insight into Customer Support revenue by preparing a customer support roll forward monthly
* Interface with the Controller's group on accounting treatment of forecasted revenues and expenses.
* Development of appropriate financial models for capital expenditures, operations, investments and unit growth plans.
* Responsible for compiling and analyzing platform profitability, region profitability and segment profitability
* Providing coaching and mentoring in analysis and forecasting techniques to other analysts in the group
* Providing ad hoc reporting and analysis for senior management
* Analyze backlog and deferred revenue and communicate to the business opportunities to maximize revenue
* Assist in the implementation of a new ERP system
Qualifications/Requirements:
Education
- Bachelors degree in Finance or Accounting is required.
* MBA or CPA is strongly preferred.
Experience
- Minimum 5 - 10 years of work experience
* Experience in software or technology industry strongly preferred.
* Must have high level of proficiency in Excel and strong skills in PowerPoint.
* Must be detail oriented and have the ability to communicate both at a summary level and a detailed level knowing when to do each
* Experience with budgeting tools such as Essbase
* Experience with Epicor Back Office or other ERP system is a plus.
* Understanding of U.S. Generally Accepted Accounting Principles (GAAP).
* Should also have outstanding communication skills and be able to effectively communicate with senior management.
* Be comfortable working in a fast paced environment
Epicor Software Corporation is proud to be an equal opportunity/affirmative action employer.