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Financial Project Manager - Lead Business Analyst Financial Project Manager - Lead Business Analyst
Quick Overview
Seniority
Mid Senior
Work mode
Hybrid
Location
Woodcliff Lake, NJ, United States
Posted
Yesterday
BudgetingCost AccountingFP&AFinancial AnalysisFinancial ReportingForecastingGAAPIFRSSAPVariance Analysis
Job Description
Title: Financial Project Manager - Lead Business Analyst
Job ID: 5405
Work Location: Woodcliff Lake, NJ 07677-7739
Duration: Until 12/18/26, Short Term – FMLA / Possible Extension if needed
Work Schedule:
M-F, 8:30 AM -5:30 PM (40 hours per week) - 3 days mandatory at the office and 2 days remote only after weekly manager approval, some weeks could be 4 or 5 days on-site.
Education Requirement:
Job Description:
Financial Planning & Analysis
Top 3 ‘must have’ technologies/skills?
Top 3 ‘nice to have’ technologies/skills?
Soft skills preferences:
Are there any specific companies/industries that the ideal candidate would have experience with?
Qualifications:
Responsibilities:
Role requires a versatile set of skills and industry specific extensive experience. Incumbent must bring a senior accounting background, like Senior Corporate accounting not operational accounting. The candidate needs to be able analyze US GAAP/ IFRS standard treatment for very complex topics and service contracts.
Key Responsibilities & Requirements
About our Company
DataSoft Technologies is a highly recognized provider of professional IT Consulting services in the US. Founded in 1994, DataSoft Technologies, Inc. provides staff augmentation services for Information Technology and Automotive Services. Our team member benefits include:
Job ID: 5405
Work Location: Woodcliff Lake, NJ 07677-7739
Duration: Until 12/18/26, Short Term – FMLA / Possible Extension if needed
Work Schedule:
M-F, 8:30 AM -5:30 PM (40 hours per week) - 3 days mandatory at the office and 2 days remote only after weekly manager approval, some weeks could be 4 or 5 days on-site.
Education Requirement:
- Bachelor’s degree, Major in Accounting
- Certified Public Accountant, MBA or equivalent in Finance/Accounting preferred
Job Description:
Financial Planning & Analysis
- Prepare and submit forecasts and budgets for Warranty, Goodwill, and Service Contracts (WGSC) and Technical Campaigns.
- Prepare the biannual WGSC study and annual Technical Campaign true-up using AWS QuickSight and other analytical tools, and post the resulting journal entries in SAP.
- Support management with PwC reviews of the WGSC study and Technical Campaign true-up.
- Perform profitability analysis for service contract programs, including MP, MPU, and CPO, and support business case reviews.
- Provide financial and analytical support for New Warranty System (NWS), CPO, Oil-Only Datamart, Battery State of Health (BSOH), and CDH projects, including business case reviews.
- Perform multi-component contract analysis from an EFP (Embedded Financial Product) perspective and ensure compliant accounting setup.
- Support management with financial reviews, ad hoc analysis, and other related FP&A activities.
Top 3 ‘must have’ technologies/skills?
- Advanced Data Analytics - Diagnostic Quantitative Analysis
- Complex data interpretation
- AWS – QuickSight-Qlik and Tableau
Top 3 ‘nice to have’ technologies/skills?
- SAP
- Data Visualization
- Office (Power Point, Word, Excel/Access)
Soft skills preferences:
- Collaboration skills
- Communication skills
- Leadership skills
Are there any specific companies/industries that the ideal candidate would have experience with?
- Automobile industry experience
Qualifications:
- Certified Public Accountant or master’s degree accounting/taxation/financial planning/business administration
- 10+ years of experience as a manager, 7+ years of automobile industry specific experience as a manager
- Bachelor’s degree, Major in Accounting
- 10+ years of experience in accounting/tax/controlling/finance
- 10+ years’ experience in finance systems SAP including SAP 4HANA and 5+ finance systems implementation
- 10+ years of collaboration a project of diverse and distributed teams, Hands-on experience implementing a new accounting standard, such as IFRS or US GAAP
- 10+ years of proven cross-functional collaboration in accounting/tax/controlling/business areas
- 10+ years of automobile industry specific experience in cost accounting, financial planning (budgeting, forecasting), public accounting, tax accounting or
- Broad knowledge of general accounting topics
- Specific knowledge of warranty, goodwill, buyback, and service contract accounting including US lemon law knowledge
- Advanced knowledge of International Financial Reporting Standards
- Strong analytical skills and proficiency in Excel
- Advanced use of BI tools (Tableau, QLIK, Power BI)
Responsibilities:
Role requires a versatile set of skills and industry specific extensive experience. Incumbent must bring a senior accounting background, like Senior Corporate accounting not operational accounting. The candidate needs to be able analyze US GAAP/ IFRS standard treatment for very complex topics and service contracts.
Key Responsibilities & Requirements
- Strong knowledge of U.S. Lemon Law and its accounting implications, particularly for determining the appropriate accounting treatment for vehicle buybacks.
- Perform complex financial analysis and business case evaluations using BI and reporting tools such as Power BI, Qlik, and Tableau.
- Extensive experience in financial planning, budgeting, forecasting, and outlook processes for Warranty, Goodwill, and Service Contracts (WGSC).
- Hands-on knowledge of relevant systems and projects, including:
- New Warranty System (NWS)
- Datamart
- Qlik CPO
- Oil-Only Automation
- Experience with financial analysis related to:
- Battery State of Health (BSOH)
- Maintenance Upgrade Programs
- Multi-Component Contract Reviews
- Independently manage budgets, forecasts, outlooks, provisions, and liabilities related to Warranty, Goodwill, and Service Contracts.
- Perform monthly actual-versus-plan variance analysis and prepare financial reporting for senior management.
- Conduct quarterly studies of Warranty, Goodwill, and Service Contract provisions and liabilities to ensure appropriate reserve levels.
- Develop and implement tools and process improvements to automate and enhance accounting processes.
- Analyze monthly, quarterly, and annual financial statements, including balance sheet and P&L results, against budget, forecast, and prior-year actuals by segment and product line.
- Prepare management reporting and provide analysis of consolidated results versus budget and forecast, in close collaboration with Controlling.
- Lead monthly Financial Statement Meetings, explain financial variances and business developments, and present findings to the Heads of Accounting and Controlling.
- Independently plan LRP, Budget, Forecast, and Outlook for provisions related to:
- Warranty and Goodwill (>$2 billion)
- Deferred revenue for Roadside Assistance, Scheduled Maintenance, Maintenance Plan Upgrades, and CPO Protection (>$1.5 billion)
- Collaborate cross-functionally with multiple business departments and management levels to monitor program profitability and losses for service contracts at the vendor-code and program levels.
- Provide timely analysis, reporting, and recommendations regarding program structure, pricing, efficiencies, revenue-enhancement opportunities, and cost savings.
- Collaborate with business teams to identify current trends and determine appropriate cost-per-unit assumptions for Warranty and Goodwill provisions.
- Organize and facilitate quarterly management briefings related to Warranty, Goodwill, Maintenance Plans, and Recalls, coordinating preparation with various process partners.
- Manage quarterly studies of Warranty & Goodwill provisions, Scheduled Maintenance, Maintenance Upgrades, and CPO Protection to ensure the adequacy of provisions and reserves.
- Serve as a Subject Matter Expert (SME) for warranty provisions and deferred revenue, ensuring effective system utilization and data accuracy.
- Drive initiatives to automate financial processes and support the development of new systems and enhancements to existing systems in collaboration with IT and Financial Analysis/Warranty teams.
- Independently handle ad hoc financial analyses, presentations, estimates, and management requests for senior leadership.
- Research and evaluate IFRS accounting treatments for balance sheet and P&L items.
- Verify that internal accounting controls related to financial and accounting processes are properly implemented and effective.
- Work closely with PwC and other external auditors, providing explanations, supporting documentation, and analysis for annual audits and mid-year reviews.
- First Interview – Virtual 30 minutes Teams
- Final candidate will be interviewed – In person
About our Company
DataSoft Technologies is a highly recognized provider of professional IT Consulting services in the US. Founded in 1994, DataSoft Technologies, Inc. provides staff augmentation services for Information Technology and Automotive Services. Our team member benefits include:
- Paid Holidays/Paid Time Off (PTO)
- Medical/Dental Insurance
- Vision Insurance
- Short Term/Long Term Disability
- Life Insurance
- 401 (K)
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