IQVIA
3335 - Senior Director, Financial Planning & Analysis
IQVIA, Durham, North Carolina, United States, 27703
Job Overview
This role will work as Finance Business Partner to the Delivery function within the Digital Products & Solutions (DP&S) organization. As a key member of the DP&S-Delivery Leadership team, working closely with the SVP, Delivery, this role will support delivery leaders across product suites achieve key financial measures, alongside operational measures, covering the entire portfolio of DP&S products. This will involve oversight of product and project financials, measuring performance against expected margins, reporting periodically on product gross margins and other financial metrics. The role will require close engagement and partnering to ensure delivery capacity is aligned with demand and manage capacity by evaluating and adjudicating resourcing requests. This role will also drive financial governance over multiple ongoing and new investments aimed at improving productivity, and critical initiatives to optimize cost of delivery, thereby driving margin expansion within each product offering.
The role will also support respective suite leaders in achieving functional financial targets, including proposing, driving & tracking efficiency actions to deliver annual plan and revised forecasts through the year. As the functional finance leader, this role will manage a large multi-geography team and is responsible for timely & accurate closure of books, budgets and monthly forecast submissions, financial and management reporting, compliance with accounting policies and business & function reviews with the DP&S Leadership team.
The role will also steer engagement with both business and finance colleagues across global and regional business units to manage allocation of delivery costs in alignment with DP&S financial policies and align ongoing demand.
Essential Functions
Manage staff in accordance with organization’s policies and applicable legislation. Responsibilities include planning, assigning, and directing work; appraising performance and guiding professional development; rewarding and disciplining employees; addressing employee relations issues and resolving problems. Approve actions on human resources matters, including salary administration.
Effectively manage team resources and delegate tasks commensurate with skill level. Evaluate workload and quality through regular review.
Understand business partner/client markets and translate strategy into proactive plans to enable successful achievement of business results.
Contribute to discussions on implementation of Finance strategy on a regional/ country/division/unit basis and implement objectives as appropriate. Ensure staff have a consistent understanding and positive impression of business strategy for their respective business unit.
Participate in the implementation of strategic initiatives and plans for DP&S Delivery
May provide input to pricing strategies, policies and analysis based on collective experience across ongoing projects.
Preparation and financial ownership of business cases, new, ongoing strategic investments to drive efficiencies (effort and cost) in delivery.
Identify and drive margin expansion initiatives (eg. systematic review of resource utilization, new opportunities to optimize capacity, revenue opportunities for delivery effort beyond contracted scope)
Develop specific business metrics that support timely and actionable information flow for daily operational and long-term strategic planning purposes.
Ensure timely and accurate financial reporting. Analyze and review financial statements and supporting schedules.
Prepare and present formal forecasts and budgets based on guidelines from Corporate Finance and DP&S Business Unit Finance Leader.
Monitor performance against forecast and budget goals; carry out related analyses; explain significant variances; determine financial strategies to meet financial goals and direct internal management reporting.
Identify and monitor areas of risk and/or opportunity and their financial impact on the business/function.
Coordinate preparation for financial, tax, and related audits (internal, external and financial authority).
Help ensure, where applicable, that the recording, measurement and reporting of all financial transactions adhere to generally accepted accounting principles (GAAP), internal IQVIA corporate policies and procedures, government regulations and local business/functional requirements
Direct financial reporting and other policy development/integration of new corporate initiatives.
Perform other duties as assigned.
Qualifications
Bachelor's Degree Req
CPA - Certified Public Accountant CPA qualified (or equivalent) Req
15 years’ overall experience with 7-10 years in business partnering, financial planning & analysis, and finance Req
Equivalent combination of education, training and experience. Req
Prior experience in a technology product or technology enabled services business. Pref
Strong technical accounting skills, knowledge of US GAAP.
Technical proficiency with financial application software is essential; Hyperion/Peoplesoft/SAP.
Strong knowledge and working experience of Microsoft Office applications.
Strong analytical and numeracy, problem solving skills.
Excellent oral and written communication skills as well as strong leadership and focus.
Proven record of results working with senior management in a consultative business approach.
Strong project management skills and the ability to translate business issues into financial requirements.
Ability to influence outcomes and manage multiple deliverables/priorities in parallel
Ability to create compelling, concise executive briefing material to drive effective decision making
Ability to lead, influence and motivate others.
Ability to establish and maintain strong working relationships with co-workers, managers and clients.
High integrity levels and self-confidence.
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com
We are committed to providing equal employment opportunities for all, including veterans and candidates with disabilities. https://jobs.iqvia.com/eoe
IQVIA’s ability to operate and provide certain services to customers and partners necessitates IQVIA and its employees meet specific requirements regarding COVID-19 vaccination status. https://jobs.iqvia.com/covid-19-vaccine-status
The potential base pay range for this role, when annualized, is $148,400.00 - $303,200.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.
IQVIA is a world leader in using data, technology, advanced analytics, and expertise to help customers drive healthcare – and human health – forward. Together with the companies we serve, we are enabling a more modern, more effective and more efficient healthcare system, and creating breakthrough solutions that transform business and patient outcomes.
To get there, it takes diverse skills and a curiosity to explore new possibilities. No matter your role, everyone at IQVIA contributes to our shared goal of improving human health. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled
This role will work as Finance Business Partner to the Delivery function within the Digital Products & Solutions (DP&S) organization. As a key member of the DP&S-Delivery Leadership team, working closely with the SVP, Delivery, this role will support delivery leaders across product suites achieve key financial measures, alongside operational measures, covering the entire portfolio of DP&S products. This will involve oversight of product and project financials, measuring performance against expected margins, reporting periodically on product gross margins and other financial metrics. The role will require close engagement and partnering to ensure delivery capacity is aligned with demand and manage capacity by evaluating and adjudicating resourcing requests. This role will also drive financial governance over multiple ongoing and new investments aimed at improving productivity, and critical initiatives to optimize cost of delivery, thereby driving margin expansion within each product offering.
The role will also support respective suite leaders in achieving functional financial targets, including proposing, driving & tracking efficiency actions to deliver annual plan and revised forecasts through the year. As the functional finance leader, this role will manage a large multi-geography team and is responsible for timely & accurate closure of books, budgets and monthly forecast submissions, financial and management reporting, compliance with accounting policies and business & function reviews with the DP&S Leadership team.
The role will also steer engagement with both business and finance colleagues across global and regional business units to manage allocation of delivery costs in alignment with DP&S financial policies and align ongoing demand.
Essential Functions
Manage staff in accordance with organization’s policies and applicable legislation. Responsibilities include planning, assigning, and directing work; appraising performance and guiding professional development; rewarding and disciplining employees; addressing employee relations issues and resolving problems. Approve actions on human resources matters, including salary administration.
Effectively manage team resources and delegate tasks commensurate with skill level. Evaluate workload and quality through regular review.
Understand business partner/client markets and translate strategy into proactive plans to enable successful achievement of business results.
Contribute to discussions on implementation of Finance strategy on a regional/ country/division/unit basis and implement objectives as appropriate. Ensure staff have a consistent understanding and positive impression of business strategy for their respective business unit.
Participate in the implementation of strategic initiatives and plans for DP&S Delivery
May provide input to pricing strategies, policies and analysis based on collective experience across ongoing projects.
Preparation and financial ownership of business cases, new, ongoing strategic investments to drive efficiencies (effort and cost) in delivery.
Identify and drive margin expansion initiatives (eg. systematic review of resource utilization, new opportunities to optimize capacity, revenue opportunities for delivery effort beyond contracted scope)
Develop specific business metrics that support timely and actionable information flow for daily operational and long-term strategic planning purposes.
Ensure timely and accurate financial reporting. Analyze and review financial statements and supporting schedules.
Prepare and present formal forecasts and budgets based on guidelines from Corporate Finance and DP&S Business Unit Finance Leader.
Monitor performance against forecast and budget goals; carry out related analyses; explain significant variances; determine financial strategies to meet financial goals and direct internal management reporting.
Identify and monitor areas of risk and/or opportunity and their financial impact on the business/function.
Coordinate preparation for financial, tax, and related audits (internal, external and financial authority).
Help ensure, where applicable, that the recording, measurement and reporting of all financial transactions adhere to generally accepted accounting principles (GAAP), internal IQVIA corporate policies and procedures, government regulations and local business/functional requirements
Direct financial reporting and other policy development/integration of new corporate initiatives.
Perform other duties as assigned.
Qualifications
Bachelor's Degree Req
CPA - Certified Public Accountant CPA qualified (or equivalent) Req
15 years’ overall experience with 7-10 years in business partnering, financial planning & analysis, and finance Req
Equivalent combination of education, training and experience. Req
Prior experience in a technology product or technology enabled services business. Pref
Strong technical accounting skills, knowledge of US GAAP.
Technical proficiency with financial application software is essential; Hyperion/Peoplesoft/SAP.
Strong knowledge and working experience of Microsoft Office applications.
Strong analytical and numeracy, problem solving skills.
Excellent oral and written communication skills as well as strong leadership and focus.
Proven record of results working with senior management in a consultative business approach.
Strong project management skills and the ability to translate business issues into financial requirements.
Ability to influence outcomes and manage multiple deliverables/priorities in parallel
Ability to create compelling, concise executive briefing material to drive effective decision making
Ability to lead, influence and motivate others.
Ability to establish and maintain strong working relationships with co-workers, managers and clients.
High integrity levels and self-confidence.
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com
We are committed to providing equal employment opportunities for all, including veterans and candidates with disabilities. https://jobs.iqvia.com/eoe
IQVIA’s ability to operate and provide certain services to customers and partners necessitates IQVIA and its employees meet specific requirements regarding COVID-19 vaccination status. https://jobs.iqvia.com/covid-19-vaccine-status
The potential base pay range for this role, when annualized, is $148,400.00 - $303,200.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.
IQVIA is a world leader in using data, technology, advanced analytics, and expertise to help customers drive healthcare – and human health – forward. Together with the companies we serve, we are enabling a more modern, more effective and more efficient healthcare system, and creating breakthrough solutions that transform business and patient outcomes.
To get there, it takes diverse skills and a curiosity to explore new possibilities. No matter your role, everyone at IQVIA contributes to our shared goal of improving human health. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled