Financial Planning & Reporting Specialist

About

Volkswagen Financial Services, a wholly-owned subsidiary of Volkswagen Group, is the trusted key to mobility for its brand partners. We support Audi, Ducati, and Volkswagen brands and their Dealers, specializing in accessible mobility solutions including Retail Leasing, Retail Financing, Commercial Financing for new and used vehicles, and End-of-Term vehicle disposition.

Brief Role Description

This position is Career Level 19P, located in Reston, VA, with a Role Classification of Hybrid.

Role Summary

The Financial Planning & Reporting Specialist will build and maintain financial models reporting actuals & forecast the P&L, Balance Sheet and Cash Flow statement for the VWFSPS insurance company. They are responsible for building month, yearly and 5 year financial performance projections and reporting figures to internal management and global headquarters through proprietary reporting software. The role involves cross-functional collaboration to define and monitor KPIs, recognize risks and opportunities, and suggest alternative actions.

Responsibilities

• Work closely with senior finance and accounting leadership to forecast VWFS Protection Services financial statements.
• Build and maintain a multi-year financial planning tool under IFRS standards covering various business model aspects.
• Perform financial modeling and data analysis to identify trends and develop mitigation plans.
• Prepare monthly, annual, and 5 year plans for VWFS Protection Services and VCI ancillary business.
• Complete and analyze specialized reporting for HQ and VWFSPS Management.
• Conduct periodic product profitability and production analysis.
• Develop senior management presentations.
• Complete ad hoc analyses and reporting as required.

Qualification requirements

• 5-10 years of finance and accounting experience focusing on financial analysis, financial modelling, and insurance products.
• Automotive F&I experience preferred.

Required Education

• Bachelor’s degree in Finance / Accounting.

Desired Education

• Master’s Degree in Finance / Accounting.

Skills Needed

• Strong leadership and excellent interpersonal skills (written and oral).
• Analytical and conceptual thinker seeking continuous improvement.
• Effective communication and presentation skills for high-level audiences.
• Ability to work against tight deadlines while maintaining accuracy.
• Ability to develop effective partnerships with stakeholders.
• Ability to coach peers on insurance and consumer financial products.
• 3-5 years experience with insurance products, dealer reinsurance programs, and dealer services.
• Ability to build and maintain financial models forecasting P&L, Balance Sheet, and Cash Flow.
• Experience with business reporting software aligned with corporate goals.
• Expert skills in Excel and PowerPoint.

Desired Specialized Skills

• Experience within an automotive financial services company.
• Advanced knowledge of US insurance business and/or F&I products.
• Understanding of multi-entity environment within extended warranty sector.
• Expert skills in Tableau, Business Objects, and VW Group financial reporting tools (CMIS, Vokus).

Work Flexibility

• Reston Office, VA – 0% Travel

Equal Opportunity

Volkswagen Financial Services is an Equal Opportunity Employer welcoming applicants from all backgrounds without discrimination.

Additional Information

This role description is a guideline and does not create contractual rights. The company participates in E-Verify, maintains a drug-free workplace, and performs pre-employment substance abuse testing.