School of Accountancy Who Are and Where Are the Management Accountants? School of Accountancy Background of Fortune 500 CFOs School of Accountancy Background of Fortune 500 CFOs School of Accountancy Background of Fortune 500 CFOs School of Accountancy BYU Alumni Kimo Esplin Executive VP and CFO BS Accounting (BYU) MBA (Northwestern) (No CPA Experience) Christopher Jensen Senior VP and Interim CFO BS Accounting (BYU) MAcc (BYU) (PwC Experience) 253rd 399rd School of Accountancy Disney’s CFO Jay Rasulo Senior Executive VP and CFO BS Economics (Columbia) MBA (Chicago) st 61 School of Accountancy The Disney Business Media Networks Parks and Resorts The Walt Disney Studios Disney Consumer Products Disney Interactive School of Accountancy The Disney Business Media Networks Parks and Resorts The Walt Disney Studios Disney Consumer Products Disney Interactive School of Accountancy Key Definitions • Corporate Reporting & Controllership • • • Financial Planning & Analysis (FP&A) • • Complying with regulations and expectations of the capital market Relating information on strategy, risk, remuneration and performance Helping corporate leaders explain their business rationale to stakeholders Compiling and analyzing an organization's long-term financial strategy. Generating management reports and analyzing financial trends Analyzing the monetary effects of potential business decisions and advising corporate leaders School of Accountancy Finance and Accounting at Disney Media Networks Parks and Resorts FP&A FP&A Group MBAs Accountants Economists Data Specialists etc. Control The Walt Disney Studios Controllership Group Experienced CPAs FP&A Disney Consumer Products Disney Interactive FP&A Control Control School of Accountancy Job Title: Finance Sr Analyst - Wholesale RLSD Primary responsibilities include but are not limited to: Prepare monthly forecast for Wholesale capital and lead forecast meetings Analyze trends and variances against project budget and forecasts Lead monthly project close out process and meetings Oversee updates of install list project coding, budgets, forecast and actuals Perform month-end close, including AUC reconciliations, journal entry preparation, intercompany rebills, prepaid and accounts receivable Partner with RLSD and Decorative project managers, Fixed Assets, Capital Management, Retail Development and divisional FP&A teams Develop and build upon analytical tools and reports to improve overall efficiency and accuracy Collect and analyze data in support of operating and strategic initiatives Provide ad-hoc data analysis & business support as needed Mentor one analyst School of Accountancy Position Title: Finance Manager – San Bernardino Office Responsibilities: • Assist in enhancing department vision and strategies to support Company goals • Ensure the development, implementation and ongoing management of department programs and functions, including expense management, budgeting/forecasting processes, capital planning, and business case development • Identify, create and administer meaningful reporting to support Fulfillment Operations analytics • Build budgeting models that apply appropriate cost drivers and metrics • Partner with management to anticipate future business changes and challenges and proactively develop and implement new or revised plans • Hire and supervise an efficient and effective team of Fulfillment analysts • Ensure alignment on priorities and direction by partnering with other groups and leaders School of Accountancy Join our Finance department as a Financial Analyst, responsible for the oversight and production of revenue and expense analysis systems, key indicators, and ongoing and ad hoc financial reporting and analysis. This position reports to the Chief Financial Officer and requires significant interaction with senior management across the organization. Responsibilities: » Prepare and monitor ongoing and ad hoc cost analysis and reports » Develop and maintain key indicators for individual service divisions » Prepare budgets, forecasts, and other analysis as needed » Provide technical analysis and support to the Manager of Financial Planning & Analysis, VP of Finance and the CFO in monitoring and analyzing financial performance Job Requirements: » Bachelor’s degree in accounting/finance; Master’s degree preferred » Minimum 5 years' experience as a financial analyst » Experience in a nonprofit environment preferred » Familiarity with MA contracted human services, Education Services and Behavioral Health preferred but not required » CPA or CMA preferred but not required School of Accountancy School of Accountancy Questions for recruiters in interviews • Note: by now, you should know what you’re getting into! • Show that you have done your homework. • If you could learn it online, don’t ask it now. • Ask educated questions about the company and its strategy. • Show you have bought in to what the company is about. School of Accountancy Questions for recruiters in info sessions 1. 2. 3. What kind of [consulting] will I be doing? What services do you provide in your role? What kinds of activities is your group involved in? 4. What is your specific function within the company? 5. Don’t ask: “What’s a typical day like?” a. It’s hard to answer honestly while still expressing the attractive qualities of the job. School of Accountancy Questions for recruiters in info sessions 6. How long have you been at the company? What has kept you here so long? 7. To what extent are the people in this position embedded in the business units? 8. Fresh out of school, what responsibilities would I have? 9. To what extent does the finance function influence strategic decision making? 10. To what extent does the finance function partner with business units in making decisions? School of Accountancy A few more things to consider • • Do they have a rotation program? Who is currently in the positions you would like to be in someday? • • • Did they start at the company or did they start Big 4? Do they value a CPA, CMA, MBA, MAcc? What are the exit options? • • When people leave the company, where do they end up? “What e’er thou art, act well thy part” • Every job involves…work. Treat it like service and love it.