Manager of Business & Planning

Note: APA operates on a 37.5-hour work week with one-hour lunch breaks each day. APA sets salaries based on several considerations, including years of relevant experience, level of education, and previous staff and/or governance experience at APA.

The Manager of Business & Planning role provides financial processing, tracking, reporting, and analysis support for the Business & Planning team, with a primary focus on Digital Solutions and Learning Tool products, as well as the Sales, Marketing, Content Management, and Project Management departments within APA and APA Publications. This position also works to improve sales reporting through automated dashboards and ad hoc reporting via the Salesforce/Aptus CPQ CRM tool.

Education and Experience:

• Bachelor's degree required in Business Administration, Accounting, or Finance. An MBA is preferred.
• A minimum of 10 years' experience managing complex operations and in data gathering/analysis budgeting/finance, and/or business analysis, preferably in a publishing environment
• Strong organizational and communication skills, as you will be tasked with regularly communicating financial results and financial variances to senior management and must be able to articulately describe the key metrics/drivers of the business.
• 1-3 years of managerial experience preferred.

Computer Skills Required:

• Intermediate Excel skills (pivot tables, v-lookups, etc.)
• Intermediate GL software skills with a package such as Oracle, Business Central preferred
• Basic/Intermediate PowerPoint skills
• One to two years of experience writing/modifying queries and generating reports out of Salesforce and/or a Configure Price Quote (CPQ) CRM system, or a budget system such as BI360.

Responsibilities:

• Oversee the Billing operations for the Digital Solutions and Learning tool products.
• Collaborates with the Configuration, Pricing, Quoting (CPQ) and Licensing team to ensure CONGA data is accurate and research inconsistencies in the data and offer solutions
• Develops and/or improves financial modeling tools and operational metrics for sales and revenue analysis, forecasting across multiple product lines.
• Oversee the preparation of a weekly Flash report reporting on weekly database sales, as well as key metrics related to those sales.
• Assists in preparing a monthly financial package for management reporting including year- to-date revenue vs prior year and budget, as well as preparing a document outlining key takeaways from the financial results.
• Works with IT to consistently improve the reporting metrics and KPI's, particularly out of Salesforce.
• Assists the Licensing Department and the Legal Department with managing risk associated with non-standard changes to the database licenses.
• Assists in the annual preparation of the Digital Solution and Learning Tools revenue budgets.
• Assists in the annual preparation of the Sales, Marketing, Content Management, Project Management, and expense budgets. Works closely with senior management in deriving valid assumptions in building these budgets.
• Builds and consolidates a quarterly revenue and expense re-forecast for the aforementioned areas for which this position is responsible. Must be able to analyze large quantities of data, primarily renewal data, make retention estimates, price increase estimates, and be able to provide a solid reforecast upon which business decisions will be made.
• Provides various ad hoc reporting as required, including but not limited to sales by vendor, by region, by country, etc. Must be able to manually manipulate large quantities of data to come up with firm estimates of new sales, renewal sales, and cancel rates.
• Models and analyzes data to derive useful insights for stakeholders.
• Works with Accounting/Finance by validating annual sales for commission purposes and ensures the sales are credited to the correct region and all necessary adjustments are made as necessary.
• Builds out Standard Operating Procedures for all financial and reporting tasks
• Other duties as assigned.

Supervisory Responsibilities:

• Hires, trains, coaches, manages and evaluates performance of between 1 to 3 direct reports.
• Approves direct reports' timesheets and PTO in HRIS.

About APA:

The American Psychological Association (APA) represents 146,000 psychologists, students, and affiliates, primarily in the U.S. and Canada but also in other countries around the world. APA is a scientific and professional organization with about 500 employees and is categorized as a 501(c)(3) along with its 501(c)(6) companion organization, APA Services, Inc.

Job Location: Remote: APA jobs may be considered for remote work eligibility as defined in APA's Flexible Work Policy and are subject to approval. Remote work employees may not work from the following states or U.S. territories: Alaska, California, Colorado, Guam, Hawaii, Iowa, Louisiana, Montana, Nebraska, New York, North Dakota, Ohio, Puerto Rico, Rhode Island, U.S. Virgin Islands, Washington, Wyoming.

Application Instructions:

Qualified candidates must apply online through APA's applicant system and attach a resume and cover letter specifying your salary expectations. Applications that are submitted without both documents are considered incomplete and will not be reviewed for consideration. Once your application is submitted, you will receive a confirmation email. Please make sure to check your Spam folder if you do not receive an email from us.

The American Psychological Association is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, or any other protected categories covered under local law.