Finance (General) — M6
FINANC1.FINANCEG17B2.M6
Leads the FP&A and financial management function: financial reporting, budgeting, forecasting, the Annual Operating Plan, month/quarter-end close, GAAP/SOX compliance, and cross-functional business partnership. Distinct from sibling Controllership (transactional accounting ownership) and Treasury/Tax focuses — this focus centers on planning, analysis, performance management, and the leadership of finance teams who translate financial data into business decisions.
Leads the FP&A and financial management function: financial reporting, budgeting, forecasting, the Annual Operating Plan, month/quarter-end close, GAAP/SOX compliance, and cross-functional business partnership. Distinct from sibling Controllership (transactional accounting ownership) and Treasury/Tax focuses — this focus centers on planning, analysis, performance management, and the leadership of finance teams who translate financial data into business decisions.
Focus — Finance (General)
Leads the FP&A and financial management function: financial reporting, budgeting, forecasting, the Annual Operating Plan, month/quarter-end close, GAAP/SOX compliance, and cross-functional business partnership. Distinct from sibling Controllership (transactional accounting ownership) and Treasury/Tax focuses — this focus centers on planning, analysis, performance management, and the leadership of finance teams who translate financial data into business decisions.
General focus — no material pay or skill differential vs the function baseline.
Responsibilities by level
What this person actually does at each level on the management track — escalating scope, not one generic blob. Your level is highlighted.
- Supervises a small team of analysts producing monthly reports, scoreboards, and dashboards, reviewing their work for accuracy before distribution.
- Oversees day-to-day execution of variance analyses, ensuring differences between actual and planned results are explained and supporting schedules tie out.
- Coordinates the team's inputs into the budgeting process and consolidates discrete analyses for review by senior finance staff.
- Assigns and sequences recurring close and reporting tasks across the unit to meet established monthly deadlines.
- Coaches junior analysts on financial modeling, Excel technique, and report quality to build foundational capability.
- Leads a skilled team owning financial reporting, budgeting, and forecasting for a defined set of cost centers or business units.
- Manages the monthly forecasting cycle and expands the team's planning horizon from monthly cycles into quarterly outlooks.
- Acts as the go-to finance partner for assigned areas of the P&L, fielding cross-functional questions and reconciling results with department owners.
- Owns tactical outcomes for the consolidation of financial results within the team's scope, resolving issues within known accounting and reporting factors.
- Develops specialists and junior managers, delegating ownership of recurring deliverables while maintaining review accountability.
- Manages the finance department's reporting, budgeting, and forecasting operations, including ownership of the Annual Operating Plan within scope.
- Leads cross-functional teams analyzing financial data to support business decisions, evaluating trends across diverse P&L and operational issues.
- Owns departmental operating budget and headcount, balancing analytical depth against delivery timelines.
- Coordinates month-end and quarter-end close activities for the function, ensuring forecasts and actuals reconcile and exceptions are escalated.
- Provides tax, accounting, treasury, and credit guidance to business partners, drawing on diverse domain knowledge.
- Manages multiple finance sections or departments, aligning reporting and planning practices with broader business objectives.
- Leads cross-functional business partnership to drive financial performance, engaging senior leaders on functional strategy and resource trade-offs.
- Oversees the month-end and quarter-end close across teams and ensures adherence to GAAP, SOX, and other regulations while coordinating external auditors.
- Sets strategic policies for forecasting accuracy and the Annual Operating Plan, where lapses could jeopardize business activities.
- Oversees a layer of finance managers, building bench strength and standardizing modeling, reporting, and review practices across teams.
- Directs the FP&A and financial management function through department managers, with decisions impacting overall division or company operations.
- Provides leadership with an overall business perspective via regular financial reports, highlighting risks and assisting in developing corrective actions.
- Defines methods and standards for company-wide forecasting, budgeting, and close, resolving complex org-wide financial issues.
- Influences executives and major business partners on key financial issues, translating analysis into strategic recommendations.
- Owns the division's financial plan and performance commitments, directing strategic areas with business-wide implications.
- Oversees the entire financial planning function across departments or divisions, leading through senior managers and shaping long-term financial strategy.
- Partners directly with C-suite executives, including the CFO, on long-term strategy and develops presentations communicating analysis to the highest organizational levels.
- Defines long-term forecasting, capital allocation, and performance-management frameworks affecting long-term company success.
- Negotiates with executives on critical financial matters and acts as a policy influencer across cross-functional and abstract business issues.
- Demonstrates exceptional leadership and strategic vision, influencing business decisions at the highest organizational levels and developing a strong second-line of finance leaders.
Level guidelines
The universal leveling rubric applied to this function — how scope, complexity, collaboration, and experience step up across levels.
| Level | Knowledge & Application | Complexity & Problem Solving | Collaboration & Interaction | Typical Degree & Years |
|---|---|---|---|---|
| M1 | Functional finance expert with some leadership exposure; applies established reporting, variance, and budgeting practices to a unit's recurring work. | Limited scope; resolves routine reporting and analysis issues using established practices and templates. | Daily interactions with own staff and finance peers; coordinates inputs from other departments, auditors, and bankers at a task level. | Functional expertise in FP&A or accounting with initial supervisory responsibility for individual contributors. |
| M2 | Applies specialist FP&A and accounting judgment within known factors to own reporting, budgeting, and forecasting for defined business units. | Exercises judgment within known accounting and reporting factors; resolves tactical consolidation and forecasting issues. | Drives cross-functional cooperation with department owners as the go-to finance partner for assigned P&L areas. | 2-5 years in team leadership or finance specialist roles managing skilled ICs or junior managers. |
| M3 | Applies diverse financial domain knowledge — reporting, planning, tax, treasury, credit — to evaluate trends and run departmental operations. | Addresses diverse issues requiring trend evaluation across the P&L and operational drivers. | Leads functional or customer finance teams and partners with business stakeholders on results and forecasts. | 5-7+ years managing finance professionals, departmental operations, and budgets. |
| M4 | Translates strategic policies into finance practice, aligning reporting, planning, and compliance with business objectives across multiple teams. | Solves problems where outcomes could jeopardize business activities, balancing forecast accuracy, compliance, and resource constraints. | Engages senior leaders on functional strategy and coordinates external auditors and cross-functional partners. | 8-10+ years with complex finance team and multi-section organizational leadership. |
| M5 | Defines methods and standards for company-wide financial planning and analysis, impacting overall division or company operations. | Resolves complex org-wide financial issues and defines the approaches used across the function. | Influences executives and major business partners on key financial issues and corrective actions. | 10-12+ years including second-level finance management and strategy work. |
| M6 | Sets long-term financial strategy across functions or divisions, shaping policy and capital-allocation frameworks for company success. | Addresses abstract, cross-functional financial issues with long-term effect on company success. | Negotiates with executives, including the CFO, on critical matters as a policy influencer across the enterprise. | 12-15+ years of deep finance leadership across departments or divisions. |
Skills
Focus-specific skills the role applies — the relevance layer beyond the occupational base.
- Forecasting and Budgeting
- Leads FP&A processes including rolling forecasts, annual operating plans, and budget management across teams and business units.
- Variance Analysis
- Directs analysis of differences between actual and planned financial results, including P&L analysis, and ensures explanations support decisions.
- Financial Modeling
- Oversees three-statement and operating models, DCF analysis, and scenario planning to support strategic decision-making.
- GAAP/IFRS Knowledge
- Applies expert-level understanding of accounting standards to ensure compliance and accurate reporting across the function.
- Leadership and Delegation
- Orchestrates finance teams, delegates effectively, and develops talent rather than performing individual execution.
- Analytical Skills
- Evaluates data and information to assist executives in making decisions and to surface risks and corrective actions.
- Communication Skills
- Explains and justifies complex financial transactions and analysis to non-finance and senior audiences including the CFO.
- ERP Fluency
- Applies working knowledge of ERP and planning systems for financial transactions, consolidation, and reporting.
- Detail Orientation
- Ensures precision and attentiveness in preparing and reviewing reports to avoid errors in distributed financials.
- AI Tool Usage
- Uses AI tools daily for analysis, modeling, and writing to accelerate finance team output.
Provenance
The evidence base behind this profile — every layer is sourced; quality is scored by an adversarial review panel (1–5; passes at ≥4 on the minimum dimension).
Level — M6 — Vice President
Owns a major function or division; accountable for organization-wide outcomes.
- Scope
- A major function or division
- Autonomy
- Accountable for division strategy and outcomes
- Complexity
- Enterprise priorities and external factors
- Impact
- Division-wide / organization-wide
- Decision rights
- Owns strategy, budget, and org for a division
- Leadership
- Leads the leadership of a division
- Typical experience
- 15–25 yrs
Adjacent roles
Nearest roles by structural coordinates (level + taxonomy). Distance 0 → 1; each carries its 3-state match band. How coordinates work → · Compare side-by-side →
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O*NET / SOC
- code=11-3031source=jfm-factory.resolve