Analyst, Financial Planning Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the analyst, financial planning job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

D Borer

Damian

Borer

44459 Senger Avenue

Boston

+1 (555) 350 1123

44459 Senger Avenue

Boston

Phone

p +1 (555) 350 1123

Experience Experience

Philadelphia, PA

Analyst, Financial Planning & Analysis

Philadelphia, PA

Connelly-DuBuque

Philadelphia, PA

Analyst, Financial Planning & Analysis

Financial Planning - provide analysis and reporting support during the annual planning process
Allocations – develop allocations of internal legal spend to the Firm’s lines of businesses and corporate staff areas
Responsible for preparing and refining data for accrual, re-class, adjustment, chargeback guidance and analysis of expenses. Running management reports, including monthly business and financial results to management and businesses
Development of automated solutions to allow for more enhanced, streamlined and timely reporting and analysis of results
Headcount tracking, model hiring plans and forecasting. Partner and work closely with Legal Business managers to maintain accurate current headcount movements for use in financial analysis, forecasting and budgeting
Provides in-depth financial analysis of corporate projects and investments
Partner with Legal Business Managers to analyze trend of expenses and educate/explain expense trends and variance to plan analysis

Dallas, TX

Senior Analyst Financial Planning & Analysis

Dallas, TX

Bradtke-Pfeffer

Dallas, TX

Senior Analyst Financial Planning & Analysis

Provide a high level of thought process to drive improvement; recommend areas for improvement and lead related projects
Partner with senior management to provide value-added insight and analysis to the business
Analyzes and reports airline revenue and traffic statistics, identifying opportunities to improve American’s performance
Coordinates project work with IT development teams
Review forecasts, analyze key performance indicators to identify underlying business issues and provide input to operational decisions
Establish corporate and Division financial goals and work with divisions to build budgets and forecasts meeting these targets
Analyze actuals, forecasts, and budgets and prepare analyses for upper management of Division and corporate performance against benchmarks

present

Chicago, IL

Senior Analyst, Financial Planning & Analysis

Chicago, IL

Harber-O'Kon

present

Chicago, IL

Senior Analyst, Financial Planning & Analysis

present

Analyze performance trends, create performance milestones and develop ROI models for new and existing services
Develop work plans, project plans, tracking worksheets, and reports for key strategic initiatives
Review monthly actual, forecast and plan performance; understand deviations from both forecast and plan to provide insights to senior management
Develop data collection processes and Key Process Indicators (KPI) to measure working capital performance associated with Supply Chain activities
Drive improved management reporting - work with Operations and Accounting to more discreetly and accurately track financial
Consolidate Supplier Performance data, validate Business Unit submittals, monitor trends and report on performance to established targets
Assist in providing NBPC performance reports pertaining to part cost, period cost, reserves, operating expenses, inventory and capital expenditures

Education Education

Bachelor’s Degree in Finance

Quinnipiac University

Bachelor’s Degree in Finance

Skills Skills

Ability to exercise discretion (maintain confidentiality around sensitive topics) and independent judgment, make decisions and possess strong analytical skills
Ability to communicate and influence decision making through excellent analysis and factual research
Ability to model concepts and to manipulate and enhance the forecasting efforts to accommodate new processes, procedures, products, services, etc
Ability to independently gather data, interpret and perform research and analysis in support of company inquiries
Ability to manage multiple projects, work in a fast-paced environment and meet deadlines
Ability to assess risk and recommend action
Ability to utilize personal computer, telephone, fax, calculator and other general office equipment
Drives the planning and forecasting timetables, and insure thoughtfulness of the inputs through analysis
Works with sales and management to deliver in-depth pricing analysis for new and existing customers that meet business guidelines
Acts as a liaison between Finance and senior management to gather information, resolve and recommend solutions to problems, issues and concerns and research and answer questions

Create a Resume in Minutes

15 Analyst, Financial Planning resume templates

Read our complete resume writing guides

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Perform “what-if” scenario analysis (release date, performance expectations, etc) for strategic film decisions
Prepare pre and post release analysis of films for senior leadership and pacing
Analyze and report film ultimates for all tracked film releases
Assist in creation and consolidation of budgets, quarterly estimates & long range plans
Oversee and ensure accuracy of weekly standardized FP&A reports
Support HQ in preparing monthly and quarterly presentations for NY and the global FP&A team
Assist FP&A and controllership with quarter close
Assist in analysis and reporting of overhead
Bachelor’s Degree in Finance, Accounting or related field
Minimum of 2 years of finance experience
Intermediate knowledge of Microsoft Excel
Proven ability to work independently with attention to detail and efficiency under aggressive deadlines in a fast-paced environment
Strong work ethic and follow through
Solid organizational and analytical skills
Intermediate knowledge of SAP, Microsoft PowerPoint, and Microsoft Access
Experience in entertainment/film industry and working knowledge of ASC 926

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Monitor performance indicators for highlighting trends and analyzing causes of unexpected variances
Assist with the analysis of new content acquisitions, special projects, ad hoc analysis and management reporting
Assist in the preparation of the Home Entertainment Quarterly planning deck
Provide quantitative and analytical support for corporate planning during the quarterly forecasts/closes
Produce meaningful financial reporting to both Corporate Planning and Business Units

Analyst, Financial Planning & Analysis Resume Examples & Samples

Financial Planning - provide analysis and reporting support during the annual planning process
Allocations – develop allocations of internal legal spend to the Firm’s lines of businesses and corporate staff areas
Preparation of insightful, high quality Executive Level presentations
Development of automated solutions to allow for more enhanced, streamlined and timely reporting and analysis of results
Headcount tracking, model hiring plans and forecasting. Partner and work closely with Legal Business managers to maintain accurate current headcount movements for use in financial analysis, forecasting and budgeting
Expense Analysis and Reporting - generate monthly expense reports from the firm's financial systems
Develop mid-year and year end multi-year scenarios as part of the firm's comprehensive capital analysis and review (CCAR) process
Assist in strategic planning and preparing analysis that allows the business to make decisions
Special Projects - various special projects as requested by but not limited to the Global P&A Manager, Legal CFO, Legal COO, Practice Group Legal heads, Regional Legal Heads, Legal Management Team or the General Counsel ("GC")
Undergraduate degree required. Master’s degree strongly preferred
1-2years of related work experience, financial service industry preferred
Solid understanding of Finance concepts
Strong Excel, PowerPoint/desktop and Essbase skills
Ability to quickly and accurately analyze financial data

Analyst, Financial Planning & Analysis Resume Examples & Samples

Leading weekly and monthly ultimate reporting requirements for Corporate FP&A
Developing and communicating monthly reporting for physical and digital new release titles
Partnering with Business Development and Strategic Planning to create and lead Greenlight & Pre-Release ultimates through the USHE Executive Management approval process
Developing and presenting variance reports for new release titles to USHE Senior Management
Developing new release ultimate forecasts for the Budget planning process
Bachelor’s Degree required, preferably in Finance or Accounting
Minimum 2 years of relevant financial modeling, analysis and reporting
Strong computer skills: MS Excel, PowerPoint, and Database systems

Lead Analyst Financial Planning & Analysis Resume Examples & Samples

Support preparation for monthly and quarterly financial forecasts
Prepare financial projections for key planning sessions and operating plans
Help drive expense analytics
Minimum 2 years of finance experience
Financial modeling skills
Must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act
Must be willing to work out of an office in Brookfield, WI
Must be willing to travel up to 10% of the time
Master's degree, Certified Public Accountant (CPA) or equivalent certification
Financial Management Program (FMP) grad or Corporate Audit Staff (CAS) grad
Financial Planning and Analysis experience
Ability to analyze complex issues, develop appropriate action plans and delivers the results timely
Ability to lead projects and assignments

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Bachelor degree in Finance or Accounting, MBA preferred
3-5 years relevant business finance experience
Experience in a professional services organization - ideally involved in the analysis and reporting of metrics and other key business analytics and financials
Initiative and leadership skills
Ability to assess a situation and drive end-to-end resolution
Results driven with strong analytical and problem solving skills. Strong attention to detail and deadline oriented
Ability to work collaboratively and build relationships across the organization
Ability to set priorities and balance several tasks at once
Demonstrated experience presenting to senior leadership and executives
Advanced MS Excel and PowerPoint skills, and experience with financial systems (current reporting tool is TM1)

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Assist with the preparation and delivery of management reports. Develop commentary / cause of change explanations for reports for overhead, capital or other department / client requirements
Provide Corporate departments with financial planning & analysis support for new initiatives and other ad hoc projects
3 + years of prior related work experience preferred
Strong working knowledge of finance and accounting required
Cognos experience a plus
CPA a plus, MBA Preferred

Analyst, Financial Planning & Analysis Resume Examples & Samples

Build effective partnerships with major internal contacts, i.e. executives and management across the organization
Prepare P&L, balance sheet, and cash flow budgets and periodic forecasts in accordance with reporting timelines and parent company policies
Ownership of the creation of predictive/forecasting models for departments based on historical data and potential changes to key drivers
Ensure that the plans of the merchandising, operations, marketing, and other corporate teams are incorporated into the overall financial plans of the company
Assist in the evaluation of proposed capital expenditures and ensure the impacts of the capital plan are incorporated into the overall financial plans of the company
Assist in the development of new processes, systems and models to support the budgeting and forecasting activities of the company
Prepare detailed commentary to explain the financial results and assist the various lines of business in developing action plans as required
Perform financial analysis to assist in the evaluation of potential business opportunities and proposed strategic initiatives
Budget/Forecast consolidation reporting experience
Strong computer application skills (MS Excel and MS PowerPoint)
Working towards completion or completion of CGA, CMA, or CA designation or equivalent
Proven track record with a minimum of 3 years planning and analysis experience
Excellent track record of partnering with internal and external clients
Inspire with Service
Lead with Passion
Own it with Pride

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Responsible for maintaining global five year forecast with guidance from senior management
2+ years of experience in similar position
BA/BS, or equivalent combination of training and experience
Knowledge and experience with financial reports, financial statements, general ledger and budgeting
Strong written, oral communication, and interpersonal skills
Experience working with sophisticated excel models

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Partner with senior management to provide value-added insight and analysis to the business
Develop and prepare a monthly reporting package that includes full financial statements, management reporting, analysis of key business trends, actual versus budget variances and comprehensive executive-level explanations of differences
Help drive the reporting cycle, to include monthly reports, quarterly reports, annual reports, budgets and forecasts
Develop thorough analysis and explanation of variance drivers, both financial and operational, perspective on the competition and marketplace, and impact from various sales, product and operational excellence initiatives
Help translate financial and operational analysis into reporting for senior leadership team
Support and monitor the company's long-range strategic planning models
Support external reporting, including earnings releases and earnings call support information
Provide financial modeling, financial analysis and valuation support for acquisitions, divestitures, new product development, long-term contracts and other ad-hoc financial projects
Assist in preparing analysis, commentary and presentation material for the monthly and quarterly financial review meetings
Actively own key finance and business process including but not limited to Cognos TM1 reporting tool, and implementing and modifying financial reporting, planning and analyses tools
Provide a high level of thought process to drive improvement; recommend areas for improvement and lead related projects
Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified
Build and maintain relationships with matrix stakeholders in the US and overseas, both from a geographic and functional perspective, to ensure quality deliverables and proper information flow
Drive best practices and experiences across the global MHE finance and operations community
College degree in Finance, Accounting or related field; alternatively, a graduate degree in related field, CPA or CFA
2-5 years of experience in financial planning & analysis
Requires thorough knowledge of financial analysis and Corporate Finance theory and application
Knowledge of accounting for acquisitions and divestitures is a plus
Must have the technical skills and knowledge to perform a wide variety of financial analyses and to review and conduct diligence on the analyses of financial professionals in the regions
Must be able to maintain strong relationships with the financial organizations of each region, especially with teams based overseas; general cultural awareness of foreign practices is a plus
Must have strong communication skills, with experience writing both technical financial opinions and clear communications of financial principles to non-financial professionals
Must have excellent financial modeling skills, and experience consolidating budgets, forecasts, and longer range plans
Must have a deep understanding of financial statements and financial statement analysis
Education, Publishing or Digital industry experience a plus
Must have strong organizational, analytic and persuasive verbal skills; must be self-directed and detail oriented
Excellent computer skills especially Microsoft Word, Excel, PowerPoint and Outlook
Experience with TM1 (or similar financial reporting software) is a must
Must be a team player

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Assist in the development and preparation of a monthly reporting package that includes full financial statements, management reporting, analysis of key business trends, full variance analysis and comprehensive executive-level explanations of differences
Actively assist in the annual budget and monthly reforecast processes
Actively own key finance and business processes including but not limited to Cognos TM1 reporting tool, and implementing and modifying financial reporting, planning and analysis
Bachelors degree in Finance, Accounting or related field; graduate degree in related field (MBA) and/or relevant certifications (CPA/CMA)a plus
2+ years of experience in financial planning & analysis; experience in an International division of a global organization a huge plus
Must have strong organizational, communication, analytic and verbal skills; must be self-directed and detail oriented
Experience with Business Intelligence visualization tools (Tableau, Qlikview, etc.) a plus
Education, Publishing or Digital Media industry experience a plus

Analyst, Financial Planning & Analysis Resume Examples & Samples

Bachelors Degree in Finance, Accounting or related school from well-known and reputable business school
MBA strongly preferred but not required
At least 2-3+ years experience in financial analysis, corporate FP&A with a large corporation level position
Strong knowledge of data analysis tools, including Excel
Experience with data retrieval tools (Access, SQL) a plus
High level of poise and presentation to effectively communication with senior leadership
High learning / aptitude

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Work with management team on creation of annual budgets
Prepare and review profit and loss statements with all division heads
Develop budgets in units and dollars by season, month and week
Responsible for reviewing sale to stock ratios, communicating changing sales trends to maximize sales and profitability
Make recommendations that will drive categories to achieve or exceed planned gross margin and sales plan
Consistently monitor KPI’s (key performance indicators) for the business, traffic, conversion and average transaction size to ensure pricing strategy and promotions are effective in driving business to meet budgeted guidelines
Financial performance analysis and reporting
Assist in the preparation of variance schedules and segment/distribution schedules
Cost/benefit analysis for business opportunities and operational projects
Facilitate monthly projection process
Liaise with the accounting team in Bristol to ensure accuracy of the financial close
Assist in financial modeling
Assist in preparation of the 5 year plans
Vital role in creating an official monthly executive package
Various day to day financial and operational projects as they arise
Participate in monthly close meetings with Bristol office
3-5 years of financial and operational experience preferred
Bachelor’s Degree required (CPA or MBA preferred)
Retail/Wholesale experience a must
Licensing experience preferred
Strong computer skills required, including Hyperion, SAP FICO, Focus, Word and Excel (creating financial models)
Knowledge of closing process
Must be able to work autonomously
Deadline driven

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Support annual budget process and monthly financial planning / forecasting, including financial analyses of key P&L, balance sheet, and cash flow accounts for both Media and Commerce divisions
Develop and maintain financial reports and KPIs for all relevant metrics
Perform ongoing corporate financial forecast and trends analyses
Recommend ways to improve financial performance by identifying opportunities through financial analyses
Lead ad hoc strategic projects for departments around the organization as needed
Develop relationships and act as finance ambassador to Media and Commerce divisions
Coordinate with accounting team to ensure proper recording of expenses and revenue recognition
Support business units across the organization with regard to product launches, business development or corporate development initiatives driven by financial modeling
Prepare internal and external corporate presentations including senior executive presentations, monthly Board meetings, investment banking or analyst meetings, and related financial meetings
Participate in corporate development activities and deal analyses including M&A and capital raise initiatives
Conduct research on industry trends and competitive landscape
BA/BS degree in finance, accounting or related required
3+ years of work experience in analytical roles, such as corporate finance, investment banking, private equity, venture capital, and management consulting
Trained in complex financial modeling and basic accounting
Strong proficiency in Microsoft Excel, PowerPoint, and Word
Effective communication and language / writing skills
Outstanding planning, attention to detail and organizational skills demonstrated in project management
Independent thinker, motivated self-starter, and positive attitude
Experience quickly shifting priorities and adapting to a changing, demanding, fast-paced environment
Team player with curiosity and drive; collaboration is key

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Lead the monthly closing activities that include the preparation of journal entries and cost performance reports
Prepare and consolidate the monthly financial forecast and annual plan
Consolidate Supplier Performance data, validate Business Unit submittals, monitor trends and report on performance to established targets
Collaborate with Commodity leaders to track and control the receipt of all procurement rebates. Conduct independent audits to ensure the Company received all expected supplier payments
Prepare presentations and analysis in support of all OMM, Board of Directors, and various UTC One Company Council meetings
Develop data collection processes and Key Process Indicators (KPI) to measure working capital performance associated with Supply Chain activities
Oversee the capital acquisition process, validate costs and savings assumptions for all investments, and prepare all reporting requirements to Corporate FP&A
Manage the group’s invoicing process. Ensure that all purchase orders are pre-approved in accordance with the approval matrix and that payments are processed in accordance with established controls

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Assist in the development and consolidation of the annual operating plans for Global Lauren Brands, partnering with various departments within the brands, including Design and Merchandising
Complete the bi-monthly forecasting of Global Brands expenses
Serve as a liaison between the finance department and the business division to proactively support the effective management of operating expenses
Develop insightful ad hoc analysis of operating expenses, including headcount, T&E, development, and samples
Assist in month-end closing by calculating accrual requirements, preparing cause of variance reporting and generating detailed analysis for executive reviews
Provide accurate and timely reporting packages including but not limited to financial statements, flash reports, detailed global P&L’s, and division specific reporting
Prepare presentations and analysis for monthly and quarterly business review meetings
Support the development of Capital Appropriation Requests for showrooms as necessary, by proactively interacting with internal groups
BS Degree in Finance or Accounting or MBA
Minimum of 4 to 5 years work experience in a fast paced environment in an analytical capacity (Retail experience referred)
Strong analytical and critical-thinking skills
Well organized with an ability to manage tasks efficiently
Must demonstrate ability to positively influence results and collaborate cross functionally
Team player possessing a strong work ethic and drive for results
Experience with Hyperion Planning/Reporting and Essbase a plus

Analyst, Financial Planning & Analysis Resume Examples & Samples

Manage monthly forecast process including production of company P&L, variance analysis and coordination with Division Finance Teams
Run financial reports out of Hyperion for forecasts and month-end close
Support standardization of P&L reporting across newly added business units
Coordinate with Division Finance Teams during the strategic planning process to update 5 year company financial LRP model
Prepare quarterly financial presentations for Board of Directors meetings
Assist with special projects and various ad hoc analyses for Senior Management to help understand trends and opportunities across the business

Analyst, Financial Planning & Analysis Resume Examples & Samples

Maintain Planning Ultimates on a quarterly basis
Strategic analyses and presentations related to long range plan, budget and other financial and business planning efforts
Collaborate with groups in finance and operations, including Home Entertainment Sales Planning, Strategic Planning, accounting and Deal Analysis to support Business Unit Planning
Analyze complex financial information and reports to provide accurate and timely financial information to management for decision making purposes
The successful candidate must thrive in a fast-paced environment and exhibit the highest personal and professional standards of integrity and ethics while displaying the initiative in anticipating and exceeding the business demands of Senior Management
Provide quantitative and analytical support for operations planning during the quarterly forecasts/closes
BS/BA in Finance, Computer Science, or Accounting
1 to 3 years of financial planning experience; preferably in Entertainment
Experience with OLAP analysis tools (BPC, Outlooksoft, Hyperion, etc.) and SAP
Ability to communicate complex concepts at a high level to executive leadership
Excellent Microsoft Excel skills
Ability to work and problem solve independently, to organize workload and priorities, and complete tasks on time

Analyst, Financial Planning & Analysis Resume Examples & Samples

Design, Coordination and Final Preparation of all financial business plans presentations and the monthly forecast presentation in Excel and PowerPoint
Monthly forecast planning and analysis
Design, coordination and preparation of monthly financial reports
Analysis and coordination of cross-functional business impact models used to report and inform business decision and financial planning
Merger and Acquisition modeling and planning
Develops, implements, and updates effective financial and operational information systems to meet current reporting needs and future enhancements
Analyzes the ongoing profitability of all new businesses and/or programs entered into by the Company
Performs and critiques economic evaluation justifications for capital expenditures
Prepares financial analysis using Performa income statements, present/future value, and other calculations
Provides management with information on all areas of cost and revenue, as requested
Provides in-depth financial analysis of corporate projects and investments

Analyst, Financial Planning & Analysis Resume Examples & Samples

Support budget creation and financial planning process for GRC functions Participate in the monthly SG&A forecasting process for the Global Resource Center (GRC) functions
Conduct and / or provide support for ad-hoc analysis required by the senior management
Provide regular expense planning and forecasting support for individual departments to ensure adherence with approved budgets
Master of Business Administration is required
Strong knowledge of application software (including but not limited to: spreadsheet, database, and graphics). Specifically, Microsoft Excel and Microsoft PowerPoint. Additionally, familiarity with using SAP Outlooksoft is a plus
Excellent oral/written communication and presentation skills; Superior analytical skills

Analyst, Financial Planning & Analysis Resume Examples & Samples

Develops, implements, and updates effective financial and operationalinformation systems to meet current reporting needs and futureenhancements
Analyzes the ongoing profitability of all new businesses and/orprograms entered into by the Company
Performs and critiques economic evaluation justifications for capitalexpenditures
Prepares financial analysis using Performa income statements,present/future value, and other calculations
Provides management with information on all areas of cost and revenue,as requested
Provides in-depth financial analysis of corporate projects andinvestments
Regular, consistent and punctual attendance. Must be able to worknights and weekends, variable schedule(s) as necessary

Analyst, Financial Planning & Analysis Resume Examples & Samples

Build and maintain financial models to support the annual planning process, monthly forecasting process and strategic business decisions by senior management
Prepare management reports and monthly presentations for various departments, including Executive Team
Identify areas of process improvement, in partnership with all relevant stakeholder groups on an ongoing basis
Complies with all Health & Safety policies and requirements
Post-secondary degree in a related field or equivalent experience
3+ years of proven planning and analysis experience
Completion of CGA, CMA, or CA designation or equivalent
Strong analytical skills with the ability to solve difficult or complex problems with effective solutions
Strong interpersonal skills with the ability to build good working relationships with and influence others, at all levels in the organization
Strong organizational skills with the ability to scope out difficult tasks & projects, set objectives and goals, develop schedules, prioritize multiple activities, and anticipate roadblocks
Capable of working independently in a high pace environment with competing deadlines
Strong analytical, critical thinking, and customer service skills
Confident and effective communication (written & verbal)
Expert proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Analyst, Financial Planning & Analysis Resume Examples & Samples

Coordinate the business unit annual long range plan and annual budget process with a focus on streamlining the process
Bachelor’s degree in Finance, Accounting, or related field. Masters degree preferred
5 years minimum work experience
Ability to work effectively with all levels of management and other colleagues, demonstrating initiative and mature judgment and a team mentality; accountable for mutual success
Strong budgeting, forecasting, and analysis experience
Broad business acumen and problem solving skills
Strong analytical and presentation skills with particular attention being paid to the presentation of findings and the development of logical and appropriate recommendations
Excellent communication, problem solving and project management skills
Strong computer skills. Proficient in Microsoft Work, Excel, and PowerPoint
High attention to detail while working under pressure
Able to quickly adapt to changing priorities
Collaborative and flexible style with a strong service mentality

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Perform weekly/monthly review of financial results including the interpretation of performance (Bookings, Wins, and OH Spend) compared to Plan, Prior Year and Outlook
Provide finance support for all new and ongoing Departmental Strategic Initiatives
Present monthly business information to business leaders
Prepare and maintain complex financial models
Perform forecasting and analysis
Develop work plans, project plans, tracking worksheets, and reports for key strategic initiatives
Perform ad-hoc strategic and financial analyses and research assignments
Present key insights and recommendations
10+ years of experience in finance and/or accounting
Experience in engineering consulting atmosphere
Ability to conduct high level discussion with executive level management
Concentration in engineer/design consulting environment, with working knowledge of environmental market
Prefer Oracle, Cognos TM1 or other ERP & BI tool experience

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Superior critical thinking, analytic and problem-solving skills
Ability to conduct detailed analyses to draw conclusions, and develop pertinent and insightful recommendations
Ability to plan, design, and implement solutions that deliver and analyze information efficiently for competitive advantage
Ability to exercise mature judgment
Advanced financial modeling skills. Experience building driver based models with fully integrated P&L, Balance sheet and Cash Flow
Experience with SAP BPC – a plus
3+ years experience in investment banking, management consulting, and/or similar corporate role
Bachelor’s degree in Finance, Engineering, Computer Science, or a related field

Analyst, Financial Planning & Analysis Resume Examples & Samples

The ideal candidate will have 1-3 years of prior experience with cash flow modeling and forecasting, data analysis, valuation, and/or other related fields. Experience in commercial real estate is a plus
The ability to perform self-directed, multi-faceted work in a fast-paced, dynamic work environment is essential
An in-depth knowledge of Microsoft Excel is required and a familiarity with Argus Enterprise is recommended
The candidate must have excellent written and verbal communication skills and be able to work effectively with a wide range of colleagues within and outside the Company

Senior Analyst Financial Planning Resume Examples & Samples

Integrated systems
Accounting principles US GAAP & BR GAAP
Local legislation and indirect taxes knowledge
Internal Control / SOX
Excel and Power Point tools

Financial Analyst, Financial Planning Resume Examples & Samples

Contribute to the enhancement of financial planning systems and processes including developing detailed timelines for the budget process, establishing financial targets, updating planning process documentation and conducting training sessions
Advise and collaborate with business during the preparation of the annual financial plan/budget and forecasts to ensure that process requirements are communicated and met
Assist business in establishing detailed revenue plans for the budget and three-year projections using run rates, projecting revenue volumes and incorporating any pricing changes
Assist business in developing baseline costs including headcount and capital resources for the budget and three-year plan using run rates and business drivers that affect baseline spending patterns
Assist business in identifying internal customers, developing cost allocation percentages and preparing justifications for cost allocation methodologies. Develop and update the cost allocation model to be used for the budget and review administrative support costs with business lines
Assist business and technology in the preparation of business justifications and long-term projections related to new initiatives
Assist in the development of the overall long-term financial plan including profit and loss and cash flow projections which reflect business initiatives included in the Strategic Plan
Assemble forecast and financial plan/budget information and assist in the preparation of presentations by business line and financial management to the COO, CEO, President and the Boards
Analyze recurring forecasts using revenue and expense run rates, knowledge of macroeconomic and other business factors which drive business volume and knowledge of business unit initiatives
Assist in preparation of monthly executive financial summaries distributed to senior management. Includes working with business and financial reporting team in analyzing monthly financial results for revenues and key volume indicators, business and technology expenses, cash flows and headcount
Various other analytics
Bachelor’s Degree in Accounting, Finance, or equivalent plus a minimum of three to four years work experience

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Key role responsible for LOB financial reporting and development to support short and long term strategic initiatives. This includes all segments within Business Aviation including flight department, bulk fuel, ITPS and card processing/software
Develop financial and business analytics required to evaluate key aspects of the business
Evaluate organizational performance and suggest action plan to improve key areas
Develop management presentations and present results/findings to senior corporate and field teams
Update monthly forecast and develop yearly budget and objectives for each organization
Publish month end LOB reports and sales performance dashboards (Tableau reports)
Prepare templates for data collection and reflect assumptions in financial models
Build discounted cash flow (DCF) valuation models in MS Excel to evaluate acquisitions and other strategic initiatives
Develop driver-based P&L, Balance Sheet and Cash Flow projections, working closely with commercial teams to understand and validate key assumptions
Collects, analyzes, interprets and reports financial performance data. Information comes from different sources within WFS and subsidiaries
Scope of the responsibilities requires decision making within the parameters of company guidelines, exercising appropriate judgment and taking initiative. Appropriate analysis and recommendations to the upper management and financial leaders
Impacts the financial strategic decisions taken by finance and commercial executives

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Consults with property leaders to understand needs and expectations
Collaborates with Manager of Property Planning and Analysis in identifying and executing on analysis opportunities within the Property
Participates in planning and budgeting activities at Property fostering strong partnership with Corporate Finance
Contributes to financial management of Property by providing insights and recommendations on cash flow, cost identification and allocation, and risk management
Collaborates in data and analytics innovation at Property
Partners with Enterprise Analytics to assist Property team in action planning on insights, tracking of progress and achievement of goals
Creates ad-hoc reporting, analyzes and make recommendations regarding analysis to senior Planning and Analysis team members
Proactively learns the business across functional areas
Coach Analyst in their role
Provides and directs Human Resources responsibilities to include: creating a work environment that promotes teamwork, performance feedback, recognition, mutual respect and employee satisfaction; quality hiring, training and succession planning processes that encompass the company’s diversity commitment; adherence to the company’s status quo third party representation philosophy; compliance with company policies, and legal requirements
Other job related duties as assigned
At least 2 years of experience in casino/hospitality finance industry
Previous experience managing the connection between Finance, Property, and Corporate groups
Relevant subject matter expertise in hospitality finance
Ability to self-manage while consistently exercising good judgment and maturity
Ability to appropriately manage confidential departmental and corporate information
Ability to anticipate situations, tools needed, and obstacles through critical thinking and review of business performance
Ability to gather process information and make recommendations and decisions based on data and findings
Ability to produce high quality work products, with consistency, accuracy and completeness
Ability to listen effectively, process information, asks appropriate questions for clarification and executes tasks accordingly
Must have initiative and strive for continuous improvement. Proven ability to participate in implementing innovative ideas, projects and business solutions
Must have technical functional knowledge on BI strategy and tools and should be a primary property individual to liaise with IM stakeholders
Able to mentor and lead a team
Expertise in BI tools and Excel modeling
Strong Microsoft Excel skills, including the ability to create and utilize v-lookups, pivot tables, and other complex formulas

Analyst, Financial Planning Resume Examples & Samples

Analyze commercial and operational performance to forecast revenue sensitivity
Supporting the development and maintenance of an infrastructure that facilitates rapid reporting and analysis of key metrics driving financial and operational performance
Minimum 3-5 years of professional experience
Discretion in handling sensitive firm, department and individual performance information

Analyst, Financial Planning & Analysis Resume Examples & Samples

Assist in the analysis of the commercial financial performance of North America, identify and evaluate key business metrics and trends and the preparation of reporting packages. Analyze actual versus forecasted and budgeted financial results. Provide variance analysis highlighting key business drivers as required for executive reporting, project status and expense status
Gain a deep understanding of the business including key products, competitive movements, and our customers actions as well as the overall pharmaceutical industry
Work with Finance/FP&A at all North America sites to execute budget and forecast submissions
Partner with Global Financial Systems and IT departments in the implementation of changes or additional functionality to existing or new systems
Prepare and distribute key financial reports, narratives and department/site presentations for North America
Ensure the accuracy and integrity of information used in reporting, by thoroughly analyzing conditions, trends, and facts
Build and maintain sound and reliable business relationships across the organization. Act as a resource for non-financial personnel on matters of accounting, finance and analysis
Perform various ad hoc requests as requested
Minimum of a Bachelor’s degree and minimum of 0 - 4 years of experience preferred. However, a combination of experience and/or education will be taken into consideration
Must possess strong finance/accounting technical knowledge, as well as business acumen. Prior forecasting, planning and financial modeling experience is a plus. Must have advanced technical skills with Microsoft Excel, Word and PowerPoint
Must exhibit strong decision-making capabilities and analytical skills;. Must also demonstrate the ability to take initiative, respond to work demands in a flexible manner and produce timely, high quality work products. This position also requires excellent interpersonal skills and confidence sufficient to interact with all levels of personnel within the organization

Senior Analyst, Financial Planning & Policy Resume Examples & Samples

MBA degree and/or CPA
Intermediate experience with Enterprise Reporting Platform (ERP) tools
Experience with Business Intelligence (BI) tools
Compliance experience with ERISA, IRS, DOL, and DCAA

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

25% - Weekly Cash Forecast, which includes both inflow and outflow forecast and variance analysis
25% - Balance sheet forecast. Using the new Hyperion Planning Tool develop forecast and provide variance analysis
25% - Work with Business Unit (BU) Managers to develop and maintain Awards and Backlog
10% - Support the Monthly Close Meeting
15% - Ad hoc support to Treasury, Corp FP&A and Aerojet Rocketdyne FP&A

Senior Analyst, Financial Planning Resume Examples & Samples

Coordinate, aggregate and validate Macy’s monthly rolling forecast
Work with HR managers to reconcile and validate merchant’s organizational changes on weekly bases vs. plan and in turn develop detailed seasonal merchant payroll and non-payroll plans
Submit monthly forecast for all merchant’s accounts on a monthly basis, perform necessary month end closing journal entries, and provide analytical insights for senior management in regards to all merchant’s accounts
Produce merchant’s overtime and travel reports by person on a monthly basis and communicating the information to DMMs/DPMs
Work as a liaison between Accounting, MST and HR compensation in order to produce accurate MDS and Backstage stores scorecard
Maintain various vendor-paid Coordinator/Rotator programs and work as a liaison between Asset Recovery and merchants to ensure collection of vendor funds
Facilitate timely payments of various merchant expenses
Assist in annual review adjustments for stores
Work independently on various ad hoc reporting/analysis throughout the year (ex: MDS monthly variance report by ledger, Delivery/Fulfillment expense report, Executive Committee P&L tracking report, tax certification analysis, etc.)
Bachelor’s Degree required and 2-3 years finance and/or general accounting experience
Ability to translate financial data into understandable terms for Creative Business Partners
Must have above average mathematical skills, including the ability to compute rates, ratios, and percentages, and the ability to work with mathematical concepts such as probability and statistical inference
Strong analytical skills: Ability to compile and subsequently analyze data and reports consistently
Proficient in Macy’s Financial Systems and Excel; spreadsheet and database manipulation necessary
Oracle/Hyperion proficiency preferred

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Prepare the quarterly forecasts and annual strategic planning exercises
Liaise and challenge business unit on their inputs for the forecasts and strategic planning projection
Maintain accurate projection model
Perform finance and business analyses, prepare regional and group reporting schedules and reports including monthly performance reports and quarterly result clearance documents for the GI business unit
Deliver presentation of monthly financial results and facilitate Q&A with regional office and senior management
Involve in other ad hoc assignments and rotate to other finance roles when required
1Based on 2013 Office of the Commissioner of Insurance market share statistics

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Work with stakeholders on setting the FP&A deliverables calendar
Compile WHQ budget and forecast
Act as a finance resource for WHQ departments
Interface with OTIS controllers on closing matters
Evaluate and implement actions to simplify and stream-line the forecast and plan process
Prepare internal management presentations and other ad hoc analysis as required
Experience with Hyperion Financial Management (HFM)
Strong analytical skills with foundation in finance/accounting
Ability to perform well under pressure in a fast paced environment

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Streamline current business segment reporting from various systems
Create business segment reports needed for business
Financial analysis across all business segments and product lines
Financial analysis, with an emphasis on sales and margins, pricing and mix
SG&A analysis
Accounts receivable, bad debt and inventory analysis
Provide ongoing analysis and decision-making support to the management team
Consolidation of regional data from the field
General Accounting
Financial Planning and Analysis
Computer proficiency in Microsoft Office
Experience in analyzing complex business decisions and making recommendations
Forecasting and budgeting experience
Highly motivated and detailed oriented individual

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Partnering with department managers to develop the operating and capital budgets, financial forecasts, and other financial planning materials for Urban Ski Areas
Provide real-time financial reporting, analytics and business insight to support the successful operation of the business
Continuously look to improve forecast accuracy and financial knowledge within the resort
Identify areas of improvement and opportunities at the Urban Ski Areas and proactively communicate recommendations and concerns with leadership
3+ years experience in finance with demonstrated success in financial modeling and analysis. The ideal candidate should have experience coordinating financial planning and analysis functions, including annual budget and capital budgeting processes
Additionally the ideal candidate should have

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Understanding of financial statements (income, balance sheet and cash flow statements)
Well-rounded business person with critical thinking skills that shows resourcefulness in gathering data; self-directed problem solver
Ability to flesh out detail and clarify understanding of assigned work
Conducts high-quality, detailed, accurate and well-documented quantitative and qualitative analysis
Experienced in Microsoft Excel, PowerPoint and Hyperion reporting applicationsStrong written and oral communication skills as well as presentation development skills
Takes initiative to make process improvements and standardize processes
Minimum of 2+ years of experience
Bachelor's degree focus in business
Prior experience in finance, strategy, consulting, or other quantitative function
Prior experience working with or analyzing financial statements
Prior experience using Microsoft Excel, PowerPoint, and Hyperion reporting applications

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Analyze financial marketing data on new products and after the launch and pricing analysis
Improve the effectiveness of profit & loss projects and competition/growth plans
Drive month-end responsibilities like marketing expenses, accruing and reconciling agency fees etc
Be responsible for financial budgeting concerning marketing expenses
Any ad hoc situations from the marketing and finance director that require your help
Min 5 years of FP&A experience
Great accounting and financial skills
Fluent in Japanese and business English
Be able to communicate effectively across different departments
Be able to implement and enforce internal controls
Good computer skills, Excel, Microsoft office, SAP

Analyst, Financial Planning & Analysis Resume Examples & Samples

Provide finance support to CCS WHQ Operations and Quality organizations for reporting and analysis requirements. This includes, but is not limited to, providing management reports and analysis to be useful in business decision making, and identifying key changes/variances to plan and follow-up with factories
Review monthly HFM submissions of CCS factory data for actuals and forecast reporting, ensuring accuracy and completeness
Directly responsible to support and understand specific region(s) factory metrics and variances to plan by conducting factory reviews (monthly/quarterly) and providing analytical support
Provide Cost of Poor Quality (“COPQ”) and warranty reporting and analysis
Responsible to prepare and publish CCS monthly Operations Assessment Book
Provide finance support to CCS Asset Management Initiatives to reduce working capital and improve cash flow including coordinating monthly reporting and monthly reviews with the business units
Support Executive Leadership Team meetings (ELTs) and Operating Management Meetings (OMMs) presentations
Provide monthly reconciliation on factory labor and burden vs. measurement labor & burden reported and ensure alignment
Provide monthly absorption analysis and work with factories to understand what drives their over/under absorption and implement changes where applicable
Special projects and ad-hoc requests within the Operations finance group
6+ years of financial analysis work experience in a corporate environment
Degree in Finance, Accounting, or related field
MBA/CPA is a plus
Experience and proficiency in the Hyperion Financial Management (HFM) system
Understanding of manufacturing and operations finance concepts
Ability to work in cross-functional teams in a supportive and service-oriented fashion
Highly self-motivated, detail oriented and results focused
Must be able to manage competing and changing priorities with composure and professionalism

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Ability to deliver and accurate and thoughtful work product
Ability to work under pressure and at a fast pace while not sacrificing accuracy
Capability to meet tight deadlines set by corporate and department heads
Ability to adapt to changing requests, and be able to prioritize work
Capability to work and complete tasks without continuous supervision
Ability to defend a position, but be open minded to suggestions
Process oriented to drive efficiencies

Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances
Compiles monthly and/or quarterly financial reports
Analyzes complex financial information and reports (including all areas of revenue, expenses, and capital expenditures) to provide accurate and timely financial recommendations to management for decision-making purposes
Prepare presentations in support of board and shareholder meetings, monthly/quarterly senior leadership meetings and various strategic committees of the company
Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed
Manages the continued development of budgeting, financial forecasting, operating plan, and modeling tools
Performs ad-hoc reporting and analysis
Implements and works with business intelligence tools and dashboard reports
Bachelor’s degree in Accounting or Finance from a four-year college or university
Certified Public Accountant (CPA) or Charted Financial Analyst (CFA) candidate preferred
Must be articulate with excellent verbal and written communication skills, able to think creatively, highly driven, and self-motivated with a demonstrated ability to roll up sleeves and work with team members in a hands-on management capacity
To perform this job successfully, an individual must have advanced skills, in Microsoft® Word, Excel, Outlook, and Internet navigation and research. Experience using accounting software is required

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Analyze financial position of American Airlines by maintaining & enhancing current forecasting models
Establish corporate and Division financial goals and work with divisions to build budgets and forecasts meeting these targets
Analyze actuals, forecasts, and budgets and prepare analyses for upper management of Division and corporate performance against benchmarks
Manage one or more corporate wide projects such as cash flow modeling, long-term strategic plan models, or cost cutting initiatives
Write Board of Directors packages justifying large projects, explaining financial performance, or the financial forecast
Meet weekly with upper management to business needs and help divisions obtain resources
Work extensively as consultants for other groups in the company
Responsibilities include oversight of the following: Financial Forecasting, Budgeting and Strategic Planning
Additional duties include monthly financial review of business lines preparing in-depth cause & effect analyses on a variety of complex financial issues, competitive industry analyses, analytical modeling and internal consulting
MBA with relevant experience in finance and/or accounting or equivalent experience/training
Airline/travel industry and/or financial analysis/accounting experience preferred
Adaptability and flexibility in the use of analytical approaches pertaining to financial issues
Ability to negotiate and communicate proficiently with all levels of management
Excellent teamwork skills with proven ability to work effectively in a variety of situations
Advanced aptitude in problem solving, including the ability to logically structure an appropriate analytical framework
Strong PC skills, especially with MS Excel and Access

Senior Analyst Financial Planning Resume Examples & Samples

Provides color and additional detail regarding forecast and budget to management team and HQ finance and communicates this in simple terms
Works with market Financial Planning teams on coordination of forecast, budget and compensation planning timelines, expectations and deliverables
Coordinates with markets teams on communication of financial results and performance to further increase organization financial awareness and acumen
Works with management team leadership to receive feedback and information relating to forecast and budget for their respective disciplines
Analyzes and communicates weekly metrics, monthly results, quarterly and annual projections

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Proactively identifies opportunities to improve data integrity and accessibility, and delivery of insights
Monitors daily process results to identify potential data and system issues in a timely manner, reports exceptions for resolution, contributes to process enhancements and improvements
Works extensively as a consultant and MIRS subject matter expert for other groups in the company, offering a thorough knowledge of data elements, business rules and analytical concepts
Documents procedures, data content, user guides and other materials as required
Defines new project requirements including user acceptance testing criteria
Performs thorough quality assurance testing
Coordinates project work with IT development teams
Analyzes and reports airline revenue and traffic statistics, identifying opportunities to improve American’s performance
Bachelor’s degree and relevant experience in Financial Planning, Revenue Management and/or Revenue Accounting or equivalent experience/training
Strong demonstrated analytical skills, with financial modeling and analysis experience
Excellent interpersonal, oral, and written communication skills, including the ability to communicate proficiently with all levels of management
Strong teamwork and leadership skills with the ability to motivate, take initiative and manage stress, while working effectively in a variety of situations
Ability to logically structure analysis of complex issues and develop creative solutions to business, financial and operational challenges
Proficient in Microsoft Excel, Access and PowerPoint
Strong SQL and/or SQL in SAS skills required
Knowledge of Cognos and/or Essbase tools helpful
Prior experience with MIRS a plus

Business Process Analyst Financial Planning & Forecasting Resume Examples & Samples

Provide analysis and develops business process diagrams and models to support process design or redesign initiatives
Bring expertise or identifies subject matter experts in support of multi-functional efforts in process improvement, data capture and analysis, infrastructure support, tool ownership and compliance with procedures
Conduct interviews and facilitates meetings with business owners to derive and validate business process models and gaps
Using Business Process Modeling Notation, document current and future state business processes at a suitably detailed level to derive required insight
Analyze and document dependences between new and existing processes
Identify key business readiness considerations, activities and deliverables in order to adopt changes resulting from business process or systems improvements
Monitor business readiness and adoption through process performance audits and reports
Partner with other teams within Our clientto collaborate on issues and address improvement opportunities
Experience with business process design, change, and implementation
Business acumen; familiar with financial planning and forecasting processes
Curious and passionate about discovering how processes work
Good problem solving and conflict resolution skills
Ability to quickly learn and apply skills for Business Process Diagram development and BPMN (modeling notation)
Experience working with multiple functional areas including Finance, Accounting, Operations, and Sales
Bachelor's degree; master's degree in business administration is preferred
Good communication skills, both written and verbal, good presentation skills
Comfortable working in a global and multi-cultural work environment

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Financial planning and analysis related activities for the monthly forecasting and annual OMM planning process for the Balance Sheet, including Hyperion uploads and monthly variance analysis. Support the Profit and Loss statement analysis as needed. Oversee company funded engineering forecast and monthly account reconciliations
Overhead Budget planning and monthly variance analysis by budget owner
Understanding the overhead account structure and data validation for the balance sheet accounts will be required
Support yearly SOX testing and Accounting controls assessments
The ideal candidate has a strong desire to learn about all aspects of finance within a business unit, will work towards excellent interpersonal and analytical skills, and have a high level of motivation. Cross training for financial control and or other accounting/planning roles within the business unit is an additional benefit. The position requires a basic understanding of GAAP and excellent PC skills
Customer focus: Helping to provide business unit management with financial analysis that is useful for decision-making is a key to success in this position
Analytical thinking: The successful candidate will have the opportunity to develop analytical skills as they are applied to all aspects of a business unit’s financial activity
Communication skills: Interact with many different functions and levels throughout the organization
Focusing on results: Opportunity to understand processes that affect all of the Space Systems finance organization
Teamwork: part of a small team where helping each other out benefits the entire group and provides cross-training
Microsoft Office (Excel, Word, PowerPoint, Access)

Analyst, Financial Planning & Analysis Resume Examples & Samples

Create and maintain forecasting/budgeting P&L, balance sheet, and cash flow models as well as the development of financial models to address business needs
Identify, track and analyze key metrics that impact the business
Manage the identification of trends, opportunities, and risks to inform management decisions
Review monthly expense results with functional department heads
Reconcile variances versus budget and prior year
Partner with various levels of finance and cross-functionally among the business to ensure alignment on priorities and direction
Identify and act on opportunities to automate, streamline and improve reporting and budgeting procedures
Support day-to-day operations with various finance functions
Provide cost/benefit analysis of various financial elements of potential new initiatives
Assist in preparation of monthly management presentations/reporting packages
Ad-hoc analyses as needed
Bachelor’s degree in finance, accounting or related field
3+ years professional experience in corporate finance, accounting or financial planning & analysis
Strong critical thinking skills and understanding of budgeting, planning and projection processes
Clear and effective written and verbal communication and strong interpersonal skills
Meets and manages deadlines effectively
Self-motivated and self-directed, with a positive attitude
High proficiency in Microsoft Excel and PowerPoint
Retail/fashion industry experience a plus
Pro-active team player with a desire to work in a fast-paced, high-energy environment

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Assists in the formulation of departmental budgets including consolidation and justification
Performs financial analysis
Performs account reconciliations
Performs monthly forecasting for assigned accounts
Prepares monthly operating company bill-backs
Enters and maintains information in SAP Project Systems related to capturing, classifying and controlling project expenses
Works with BT Project Managers and Property Accounting to ensure capital assets are placed in service at the appropriate time
Assists with Annual Operating Plan as needed
Identify trends, risks, and make suggestions for intervention/opportunities
Provides technical financial advice and knowledge and methods of continual improvement of the budgeting process through education of department managers on financial issues impacting their budgets
Conducts training surrounding financial procedures, standards, etc. as required
Performs all other related duties as assigned or requested by management

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Create reporting and communicate insight for leadership team including metric development
Provide insight into the numbers for Corporate FP&A
Support Annual Operating Plan (AOP) and budgeting process for the business unit
Identify cost and efficiency opportunities
Provide analytics and decision support to Market President
Support monthly/quarterly business review processes
Perform ad-hoc analytics and financial modeling
Support the transformation metrics and tracking; tie to P&L results
Provide Analytical support for major investment decisions
Bachelors Degree required; Masters Degree preferred. Specialization in Accounting, Business, or Finance is required
Minimum at least 3 years of work experience in a corporate setting, with emphasis on areas such as reporting development, financial planning and analysis, business analytics, and financial modeling
Experience with SAP ECC system and BPC is preferred
Able to perform quantitative analysis using appropriate analytical tools. Requires expert knowledge of Microsoft Excel to develop and troubleshoot reports
Strong communication skills, able to independently structure and develop PowerPoint presentations and other business documents for executive audiences
High business acumen with strong finance background
Works productively across the enterprise and partners with others to achieve shared goals
Speaks and acts with complete honesty and trustworthiness

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Update / prepare revenue and expense templates for each planning cycle. Work with Managers to load completed templates into Andale (BU planning system) and review data to ensure it is consistent with templates received from each territory
Revenue Accrual: Conduct trend analysis of royalties earned and reported for the quarter. Analyze actual to accrual results for prior quarter identifying variances that require explanation
Identify major revenue & expense variance to plan and gather detail for explanation for consolidated Cause of Change (COC) analysis
Update bi-quarterly revenue summary highlighting changes to licensee activity, research trends, and validate probable performance against current operating plan
Participate in GL account review for all P&L activity validating balances are reasonable and accurate as compared to current operating plans
For each reporting & plan cycle, analyze operating performance of home and affiliate offices to evaluate business risks & opportunities. Use best judgment to highlight material issues and communicate proposed solutions to Director and VP
Work with Managers to prepare business plans, including revenue and expense projections (coordination with Sales, Marketing, and Legal), calculation of return on investment (ROI), net present value (NPV), commissions, and participations

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Manage / Participate in managing the relationship with the functional leadership of the GRC functions
Support budget creation and financial planning process for GRC functions
Participate in the monthly SG&A forecasting process for the Global Resource Center (GRC) functions
A team player that is curious and identifies process improvement opportunities
Accuracy and attention to detail is critical to success in the position
Master of Business Administration is preferred

Analyst Financial Planning & Analysis Resume Examples & Samples

Drive economic analysis and models to support better decisions across the business
Continuously improve representation of flight and market profitability by creating models and analyses across the P&L, such as Aircraft Ownership, Aircraft Maintenance, Loyalty Revenue and Cargo Revenue & Cost
Manage, enhance and communicate estimates for costs of off-schedule operations, e.g. Spot Cancellations, Delays and Planned Aircraft Out of Service
Enhance flight profitability-based Cost model and Charter model to support Network Planning new route price-outs and charter bids
Support American’s legal and risk management teams to estimate impacts of major business interruption events
Communicate an understanding of the methodologies and cost allocations employed in the flight profitability system
Maintain a positive relationship with internal customer groups in Network Planning, Revenue Management, Finance and other areas
Relevant experience in finance and/or accounting. Airline experience is a plus
Proficient in Microsoft Excel and PowerPoint. SQL and Access skills are plus
Excellent interpersonal, oral, and written communication skills, including the ability to negotiate and communicate proficiently with all levels of management
Strong teamwork and leadership skills with the ability to take initiative and work effectively in a variety of demanding situations

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Prepares monthly financial reporting including variance and financial statement analysis. Able to clearly communicate a cohesive and concise story around business drivers behind financial data and potential implications on future results
Performs customer and product profitability analysis and makes investment and pricing decisions. Identifies opportunities to drive revenue growth, margin expansion and a more favorable mix (i.e., driving preferred products and services)
Applies working knowledge in the application of concepts, principles, and technical capabilities to perform varied tasks
Identifies possible solutions to a variety of technical problems and takes actions to resolve
Applies judgment within defined parameters
Receives general guidance may receive more detailed instruction on new projects
Business partner with cross functional teams
Prepare monthly reporting relative to business results and scorecard various projects
Determine drivers for monthly sales & profitability performance against trend, budget, and forecast
Collaborate with marketing and sales teams to make business decisions
Maintain Tableau workbooks
Perform contract review and database maintenance
2+ years experience in related field

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Provide strategic and economic direction to Senior Management pertaining to labor contract negotiations, employee compensation and benefits, industry labor cost and policy comparisons, and other internal consulting projects related to American’s 95,000+ employees
Develop and maintain detailed economic labor models, track and interpret financial and operational metrics related to American and other peer airline labor groups
Work closely with multiple departments throughout the company including Labor Relations, Crew Resources, Benefits and HR and Legal
Write Board of Directors packages justifying new labor agreements
Recent examples of prior analyses include valuation of customer service agreement, valuation of dispatcher agreement, analysis of company-wide benefits and fringe expense, and impact of merger to labor costs
Strong PC skills, especially with MS Excel

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Works to understand complex functional situations by paying attention to the details of the tasks at
Hand and by breaking them down into smaller pieces
Proactively develops and maintains broad knowledge of the technical disciplines in own functional area
Interprets internal/external business issues and adapts work priorities in own area
Resolves operational problems that impact the effectiveness of own area and owns dependencies
Works collaboratively with internal/external groups to achieve business results, integrating the diverse perspectives of individuals of different backgrounds
Works with the business to develop forecasts and budgets while reviewing financial output for reasonableness
Explains variances and identifies implications on business
Summarizes analyses and makes recommendations
Role models Cardinal Health's high ethical standards and code of conduct
This position will be responsible for understanding, reporting and presenting our market & financial position as it relates to the Acute class of trade and the 340B Program
Works cross functionally with 340B team to provide monthly analytics, reporting, and ad hoc analysis
Synthesize large amounts of data to reflect accurate information
Institutes predictive and actionable metrics and reporting that enable management to efficiently and effectively optimize profitability
Assists in traditional budget and long range planning, month-end reporting, and profitability initiatives
BS/BA Finance, Accounting, or Analytics preferred
Minimum of 3 years job related experience preferred
Strong Microsoft Excel skills preferred
Ability to analyze activities, interpreting financial/operating results and developing solutions, to help drive profitability and growth
Strong communication, interpersonal and organization skills. Executive presence is a must
Proactive and able to manage and prioritize multiple, competing tasks
Experience with Business Objects and Tableau is preferred

Analyst, Financial Planning & Analysis Resume Examples & Samples

Prepare quarterly Hawaii ARDA surveys
Manage the headcount monitoring system
Manage the HGV Hyperion Admin helpdesk monitoring tool
Partner with Corporate Financial Reporting as necessary regarding proper classification of financial statement items, inter-company allocations, and creation of new business segments or accounts in the General Ledger as necessary
Act as a liaison between client groups, FP&A and the Hyperion Planning system for budget and planning related questions, and changes to the system
Identify process improvement opportunities for forecasting, budgeting and headcount monitoring utilizing Microsoft Office tools, Hyperion Planning, Cognos and related systems
Compile and analyze current and historical internal and competitive data to determine trends and identify future opportunities as well as to benchmark best practices
2+ years demonstrated financial analysis, financial planning and/or strategic planning experience
Proven experience with programming and or coding languages
Intellectual curiosity and the desire to devote the time necessary to learn all aspects of the timeshare industry
Strong technical aptitude and the desire to learn complex Essbase coding and other technical skills
Advanced Microsoft Excel financial modeling capabilities
Knowledge of financial measurement techniques (IRR, NPV, pro formas, etc.)
Excellent communication and collaboration skills
Ability to function in a fast paced, high energy environment
1+ years timeshare industry experience preferred
Real estate development and/or hospitality industry experience preferred
Experience with Hyperion Planning budgeting and planning Administration preferred
Advanced Hyperion Planning and EAS administrative capabilities preferred
Experience with Smartview preferred
Experience with PeopleSoft financial systems preferred
Advanced Cognos reporting skills preferred
Advanced Smartview financial modeling capabilities preferred
Advanced Microsoft Access/database capabilities including writing complex SQL statements preferred

Analyst, Financial Planning & Analysis Resume Examples & Samples

Participate in the preparation of the consolidated results, consolidated budgets, business plans, as well as updates to the quarterly forecast by working with the business units to ensure forecasts are reliable and up-to-date
Collaborate in the preparation of disclosure forms and instructions for the business unit Controllers in order to ensure the integrity of the information provided for the budgeting process
Participate in preparing presentations of the business units’ financial forecasts analyses to the senior Vice-president and Corporate controller and the Executive vice president and Chief financial officer
Responsible for accounting, reporting, and monitoring the budget of the Infrastructure sector’s corporate division
Support the business units as needed, including the development of processes, tools and reports to help them in the activities of planning, forecasting and performance monitoring
Analyze the performance of the business units versus the budget and the forecasts

Analyst, Financial Planning & Analysis Resume Examples & Samples

Prepare weekly reports to senior leadership in Universal Parks and Resorts and NBCUniversal of financial results
Maintain financial reports of historical results and current financial planning & analysis forecasts/plans
Maintain competition database that includes financials, pricing, and relevant communications
Create reports and analytics for major drivers of financial results including seasonal drivers, new park additions, and international foreign exchange rates changes
Create ad hoc analytics to assist in supporting business needs

Senior Analyst, Financial Planning Resume Examples & Samples

Create and set-up processes to increase visibility and improved management of key financial reporting metrics
Actively work with ISC and segment finance leaders to identify key financial and business process requirements and help identify opportunities for improvement
Support the monthly close process providing analytics to guarantee accurateness and timely reporting to management including competing required journal entries and account reconciliations
Establish improved process to forecast and track actuals with particular emphasis on sales reporting (e.g. price / volume and regional growth analysis) in order to identify key variances and trends
Continuously challenge existing processes in order to maximize process efficiency and provide improved value added services & support
Support efforts to leverage new financial technologies (e.g. Tableau) for utilization for financial reporting across the organization
Assist in creation of presentations to AM CFO and PMT
Support internal corporate and internal / external auditor requests and reviews
Participate in the Annual Operating Plan process (AOP) as well as in the Strategic Plan (STRAP)
Development of executive reports and monthly financial packages
Manage ad-hoc reporting and analysis request
Bachelor's Degree in Finance/Accounting or other related business field
Minimum 3+ years of Finance / Accounting experience
Ability to initiate and lead projects/teams, drive actions and provide recommendations for decision making
Strong attention to detail and ability to understand/interpret complex data and communicate it in a simple way across functional groups
Self-motivated, results-oriented individual who independently develops solutions
Enjoy working in a fast-paced organization
Ability to manage multiple, critical projects simultaneously, reprioritizing as required
Ability to interact effectively and confidently with all levels of the organization and across functional groups
Proactively questions current practices; identifies root cause issues and process improvement opportunities
Strong skills in information technology financial applications, particularly SAP (or an equivalent ERP system), Hyperion and Excel financial models
Financial analysis experience in a manufacturing/auditing environment is preferred but not required

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Provide ad hoc support to various Commercial and Finance groups, often working as an internal consultant
Evaluate strategic investments and business opportunities, performing due diligence and financial modeling
Identify opportunities for financial and operational improvement and lead cross-departmental teams to initiate change
Maintain and enhance financial models and prepare reporting on industry trends
Lead competitive benchmarking projects, including strategic reviews of American’s revenue and cost performance
Relevant experience in finance and/or accounting. Background in investment banking or consulting is a plus
Ability to logically structure analysis of complex issues using an analytical framework and develop creative solutions to business challenges
Proficient in Microsoft Excel and Powerpoint

Analyst, Financial Planning & Analysis Resume Examples & Samples

Provides quarterly and monthly performance analysis bridging actual results to forecast, and prior period results
Partner effectively with Business units and Finance teams to support forecasting and planning processes
Collaborates with Business units to understand key performance metrics and develop reporting mechanisms
Analyzes large amounts of data to present results clearly and concisely to management
Performs detailed analysis (, EPS, gross margin, net sales bridges, etc.), routine financial reporting (P&L, Scorecard, Statement of financial position, Working capital, Net cash position, etc.) and ad hoc financial analysis
Develops reporting and analysis frameworks for monitoring performance throughout the year and recommending mitigation activities when necessary
Critically evaluates business processes and helps implement new/revised financial and business processes and procedures
Develops and maintains external benchmarking analysis of competitors to provide better insight into performance management
Develop and maintain various financial models and standard templates for use by finance teams in different locations, ensuring quality, accuracy and focused analytical review
Develop and maintain weekly reporting of KPIs to senior management

Analyst, Financial Planning & Analysis Resume Examples & Samples

Managing timelines
Liaising with business unit finance primes and BCE Corporate group
Perform the Bell Media Financial Roll-Up in BPC
Creating budget templates for business unit finance primes
Analyzing specific spend areas across all departments
Producing comprehensive year-over-year variance analysis
Tracking risks and opportunities
Prepare presentation materials for Bell Media senior leadership team
Prepare financial material for the Bell Media Presentations to the BCE senior leadership team and BCE board of directors
Prepare below-EBITDA, balance sheet and cash flow forecasts for (1) quarterly in-year forecasts, (2) budget, and (3) three-year long range plan. Act as prime with BCE Corporate team and Bell Media Controllers team
Prepare monthly reporting package on working capital and free cash flow, including meaningful variance analysis (actual versus budget/forecast)
Create Bell Media headcount report, including preparation of monthly reports for the Bell Media senior leadership team
Act as the BPC expert, Bell Media’s reporting, forecasting and planning tool. Includes being the Bell Media prime and consultant on any BPC related projects and initiatives
Lead research and analysis for benchmarking Media performance versus industry peers
Be connected on Results & Forecast to assess impact on trajectory and long range plan
Assist with special projects on an ad hoc basis, such as consistency of reporting across all Bell Media business units, run assessment and modeling financial impacts of various strategic initiatives
Professional accounting designation (i.e. CPA, CA, CMA)
Exceptional PowerPoint and Excel skills
Strong ability to partner with various cross-functional groups and management levels
Ability to work under pressure, meet tight deadlines, and balance multiple deliverables
Ability to drive results while fostering a positive and collaborative work environment
In-depth knowledge of BPC

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyze actual versus forecasted and budgeted financial results. Provide variance analysis highlighting key business drivers as required for executive reporting, project status and headcount status. This also includes analysis and preparation of narratives, presentations, and reports for North America Leadership and Global Financial Planning & Analysis
Assist in the preparation and review of the annual budget/strategic plan reports, narratives and departmental/site presentations for Consolidated North America
Ensure the accuracy and integrity of information used in reporting, analysis, and decision-making by thoroughly analyzing conditions, trends, and facts
Work with Finance/FP&A at all North America sites to interpret results and make recommendations regarding accounting/forecasting issues
Prepare and maintain detailed spreadsheets for financial analysis purposes, as requested
Understand and utilize the systems/tools that are used within Finance (SAP, Hyperion, Workday, LCM, etc.)
Work with Global Financial Systems and IT Departments in the development and implementation of changes or additional functionality to existing or new systems
Assist North America leadership with financial/operational analysis for special projects
Bachelor’s degree (or equivalent) in Finance or Accounting preferred and a minimum of 2-4 years of experience. Related experience may also be considered
Must possess strong finance/accounting technical knowledge, as well as business knowledge of sales, marketing and finance, preferably in the pharmaceutical industry
Prior forecasting, planning and financial modeling experience is preferred
Must possess strong decision-making capabilities and advanced analytical skills; must be able to see the “big picture” and have the ability to look beyond the data for assumptions and implications. Must also demonstrate the ability to take initiative, respond to work demands in a flexible manner and produce timely, high quality work products
Must have a proven track record of analyzing business trends, including identification of business risks and opportunities and have the ability to present recommendations in a clear and concise manner
Must have advanced technical skills with Microsoft Excel, Word and PowerPoint and strong system skills, preferably Hyperion and SAP
Must be willing and able to travel to Morgantown, WV as needed
May be required to stand, walk, stoop; bend; kneel; and climb steps. May require use of hands and arms to lift and scoop. May be required to lift or maneuver boxes or containers using lifting equipment, as well as physically pushing, rolling or lifting

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s degree in accounting or finance, CPA/MBA preferred
Minimum of 3-5 years of related experience; pharmaceutical experience a plus
Knowledge of Hyperion systems preferred
Proficient in all Microsoft Office applications, particularly Excel and Power Point
Strong analytical skills coupled with a solid understanding of business dynamics
Effective communication is necessary with the ability to interface with management as well as within various functional and finance groups
Ability to communicate key information to variety of functions and styles and educate others effectively theory and process employed
Ability to multi-task and work under tight timelines
Strong problem solving skills necessary. Able to gather and analyze information skillfully and identify and further resolve problems in a timely manner
General office environment

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

2-3 years of experience FP&A
Proven experience with Cash Flow modeling
Proficiency in all components of Microsoft Office
Ability to function independently in a fast paced environment
Advanced Microsoft Excel capabilities
Timeshare industry experience
Experience in pro-forma and P&L modeling
Experience with Hyperion Smart View
Experience with PeopleSoft general ledger

Analyst, Financial Planning & Analysis Resume Examples & Samples

Assist in monthly forecasting variance and other ad hoc analysis
Assist in preparation of key reports and financial packages for the team and senior management
Help Finance teams with ongoing process improvement and automation projects
Manage and maintain the team’s shared document repository
Assist in Hyperion Admin maintenance
Conduct analysis in a fast-paced and rapidly changing environment
Build and manage models for problem solving, variance analysis, and business forecasting
Monitor/develop metrics, analyze data and independently drive business change
Expert proficiency with Microsoft Excel and comfortable with Microsoft Word and PowerPoint
Strong organizational skills to meet tight deadlines
Enjoys a challenging, fast-paced environment
Effective in team environment as well as working individually
Results driven; adaptable, flexible and creative in developing new improvement ideas and solutions
A thorough understanding of principles of accounting/finance is essential
Strong financial reporting skills are required
At least 2 years FP&A experience preferred
Experience with Hyperion Planning and Essbase preferred

Analyst, Financial Planning & Analysis Resume Examples & Samples

Consolidate and validate financial and statistical information from global markets and corporate departments to support quarterly earnings release process
Coordinate and prepare review materials for senior management on consolidated results and individual submissions from business units
Work with global finance teams, corporate department leaders, and the corporate Accounting department to prepare variance explanation reports during the monthly accounting close process
Continuously monitor local industry news and trends and work with finance and business teams to understand impacts on current financial plans
Provide routine updates to the corporate FP&A team regarding global market news and guidance about associated risks and opportunities to financial plans
Track and measure return on investment v. business case for various capital projects and acquisitions
Prepare monthly and quarterly financial and analytical reports and board of directors materials
Conduct analyses and create financial models, primarily on an ad hoc basis, for senior management
Use creativity to illustrate complex business decisions in financial models
Maintain relationships with global finance teams to ensure quality deliverables and proper information flow
Assist with the development and maintenance of weighted average costs of capital calculations and perform complex financial modeling using discounted cash flow analysis
Partner with the Senior Manager of corporate FP&A, project teams, and global finance teams to drive global reporting standards and identify areas of risks and opportunities for improvement
Support capital markets transactions, treasury operations and the preparation of rating agency materials
Support the Investor Relations team with quarterly earnings materials, investor presentations and ad-hoc requests
Strong finance skill set with a solid understanding of income statements, balance sheets, and statements of cash flow
Solid valuation and project analysis skills, including understanding of discounted cash flows, net present values, and internal rates of return
Ability to communicate clearly and concisely with all levels of the organization
Creative and analytical thinker
Able to multitask, meet deadlines and adjust to changing priorities
Self-motivated; able to work on a team and independently
Strong computer skills, including Microsoft Office suite and particularly Microsoft Excel and PowerPoint; ability to quickly learn other software tools
High-level Excel skills, including ability to create pivot tables and complex formulas
Strong follow-up skills; ability to organize applicable timelines and follow up on internal and external customer needs
Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively
Strong track record of building and maintaining solid relationships with internal and external customers and vendors
Bachelor’s degree in Finance, Economics, or Business Administration required; Master’s degree in Business Administration preferred
Between one and three years’ Finance experience preferred
Accounting knowledge of income statement, balance sheet and statement of cash flows required
Experience with Oracle and budgeting tools such as Cognos TM1 a plus

Snr Analyst Financial Planning & Analysis Resume Examples & Samples

Overall financial planning across CIB (preparation and review of forecasts and short and medium term budgets)
Analysis of competitors, trends, revenues, new products/businesses etc. across CIB
Preparation of results presentations
Ad hoc analysis and research, often related to presentations to ExCo and other senior management

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Provide guidance to senior executive team and Board of Directors regarding the Company’s long range Business Plan and financial statements
Facilitate and analyze fleet/growth decisions
Manage cash flow forecast model and debt forecast
Work on and present ad hoc projects to senior management: Share repurchases, Liquidity initiatives, future financing needs, M&A and understanding future fleet decisions and impacts on the Company’s financials
Collaborate and work closely with various groups across the Company to understand respective business units and their impacts to the Company’s bottom line
Provide a monthly report that is reviewed by CFO and other key executives
Prepare materials for earnings calls and Board of Director meetings

Analyst, Financial Planning & Analysis Resume Examples & Samples

Proficiency of English, both written and oral communication skills
MS Office Suite experience
Excel (requires intermediate to expert level, including practice with developing macros, utilizing pivot tables, V-Lookups and other advanced formulas),
Access (working knowledge),
MicroSoft Outlook (familiarity)
Data analysis
Self-Starter, high energy, comfortable interacting with senior level managers
Ability to multi-task and balance complex priorities in fast paced environment
Leadership and problem solving skills
Continuous process improvement
Knowledge of accounting and control principles/methodologies
Bachelor’s degree or equivalent in Accounting, Business Administration, or Finance required
2 – 4 years of experience in finance or accounting
Financial planning and analysis experience required

Financial Analyst, Financial Planning Resume Examples & Samples

Recognize and investigate financial/business issues and communicate to management on a timely basis
Review expense trend analysis to assist in increasing profitability and overall cost control
Take part in what if analyses/scenarios to aid management in business investment decisions
Work on special projects and related presentations
Professional skills with an understanding of industry practices and company policies and procedures
Developing proficiency with tools, systems, and procedures
Good planning/ organizational skills and techniques
Developing problem solving skills
Good writing and communication skills
Good decision making skills
Exercise judgment within defined procedures and practices to determine appropriate action
Direction from manager/director is needed on some issues
Very good analytical skills
Very good understanding of MS Office applications
Proficient in JDE and Hyperion systems
Ability to work with confidential and highly sensitive information
Good understanding of Henry Schein accounting/financial concepts and terminology
Basic understanding of financial processes (Close, Budget, Forecast, etc.)
Developing presentation skills

Analyst, Financial Planning Resume Examples & Samples

Contribute to the overall process for the development of the five-year strategic plan, the annual budget and periodic forecast updates
Drive Bombardier’s financial performance and ensure that its financial commitments are met
Support the Executive Committee & Board of Drirectors Presentations
Participate to the continuous improvement system of our function
Hold a bachelor’s degree or the equivalent
Have 3-5 years of experience in Financial planning and analysis or relevant experience
Demonstrate good interpersonal skills necessary to establish and maintain effective working relationships with co-workers, other business areas, and leaders
Have working knowledge of process improvement
Have knowledge of SAP, CPM applications and Consolidation applications would be an asset

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Act as a business partner to the Strategic Procurement team
Provide financial guidance and support to Management
Responsible to do financial planning for the Procurement team (budget, fcst and long-range plan)
Develop, maintain and communicate periodic variance analyses
Develop, maintain and communicate periodic financial dashboards with KPI
Provide risks & ops analyses and proactively partner with management to govern them
Present financial performance and dashboards to management
Develop cost analysis by activities and partner with the business in managing cost efficiency
Develop financial models to support management on an ad hoc basis
Work closely with the accounting and operational team in making sure expenses are coded in the right GL and are aligned with plan
Support or lead special projects as needed

Analyst, Financial Planning & Analysis Resume Examples & Samples

Utilize strong technical, communication, time management and organizational skills to achieve goals through operational excellence
Effectively analyze a broad range of financial issues, proposing sound, timely decisions and recommendations
Provides budget, forecast, and variance analysis and related reports as needed
Conducts financial research, analyzes financial performance against objectives, and
Proficiency in Microsoft Products
Excel advanced skills preferred
Hyperion experience

Analyst, Financial Planning & Analysis Resume Examples & Samples

Manage forecast inputs from the value streams
Coordinate quarterly EAC inputs from value stream and prepares summary for senior management review
Report and analyze monthly cash collections and publish A.R. status
Maintain New Award reporting for the Airborne division
Coordinate all new B&P and Selling requests from the program teams
Prepare Ad hoc analysis as required (backlog, unbilled )
Report on Sales, GM and collections to provide analysis on changes from prior forecast, plan and prior year
3-4 years of experience in a relevant role
Strong knowledge of Excel, SAP
Experience in preparing reports and providing analysis
HFM
Word and PowerPoint skills

Analyst, Financial Planning & Analysis Resume Examples & Samples

May perform one or more of the following duties
Prepares financial and business related analyses and research in areas such as financial and expense performance, rate of return, depreciation, working capital and investments
Analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, financial trends and operating forecasts
Creates and analyzes monthly, quarterly and annual reports and ensures financial information has been recorded accurately
Performs analyses and assists in recommendations on various treasury activities such as internal investment activity, external investments, banking relationships, cash management and investor relations
Monitors and analyzes company cash position to cover cash commitments and cash forecasting
Prepares materials for external security analysts, conducts lease versus buy analyses and monitors company’s cost of capital
Reviews and present financials (including base case analysis and pricing) for new business prospects

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Creates and maintains numerous executive dashboards and reports, looking for opportunities to optimize the presentation of data to provide actionable information and insights to support more informed business decisions
Develops and maintains Key Performance Indicators (KPI) dashboards to communicate with leadership across the organization
Ensure models meet the needs of the business and the business partner across all functions
Assists with the global budgeting, planning, and forecasting processes, utilizing the functionality of Adaptive Insights. Designs and maintains reports in Adaptive Insights
Applies business judgment and financial insights to assist with decision making that aligns capital and resource allocation with the short-term and long-term priorities
Designs, builds and maintains budgets at multiple levels ranging from departmental to business unit to operational divisions, adhering to the global strategy determined by executive management
Actively involved in report writing; sets up analysis and report generation. Runs, reviews and distributes reports to management
Prepares monthly/quarterly variance analysis process (forecast to actual, year over year, and sequential comparisons)
Analyzes trends in key metrics and drivers to facilitate the monthly review of actual financial results compared to the budgets and forecasts at multiple levels
Identifies, analyzes and interprets meaningful financial trends and propose action plans for improvement
Monitors capital and significant project spend, providing in depth analysis compared to budget and rolling forecasts, alerting management in a timely manner if deviations from plan are identified
Works closely with operational groups to develop modeling and other analysis to drive initiatives, monitor trends, identify exceptions, and determine return on investment of key business projects
Maintains strong working relationships with internal customers in various organizations and work proactively to identify and solve problems
Aides in translating business strategy into the financial impact, and expected results, which include identifying financial risks and opportunities, front and back office requirements
Assists with the development of strategic analyses for potential new service offerings, new market entry or existing market expansion plans
Summarizes analysis, proposals, and conclusions in succinct presentations for use by regional and senior management
Adheres to established policies and procedures; contributes strategic planning and review recommendations; implements productivity, quality, and customer service standards; resolves problems; identifies process improvement opportunities
Communicates effectively and persuasively with a positive and productive disposition
Fosters organizational mission and goals through results-oriented performance; enhances job knowledge via educational opportunities, personal networks, and professional development
Knowledge and understanding of Generally Accepted Accounting Principles (GAAP)
Acuity of key business concepts and relationships applicable to a unified academic/research/laboratory operation
Strong attention to detail and the ability to effectively review and provide an accurate, well-organized deliverable in a time-conscious fashion
Strong interpersonal skills with the ability to effectively field questions, discuss financial issues, explain analysis and support financial tracking of key projects with a wide range of audiences with varying levels of financial acumen
Highly developed teamwork and technical skills combined with the desire to continuously improve systems and processes that will scale with the business
Discernment of project management, continuous improvement, and technical research principles, practices, and techniques
Aptitude to process financial data and formulate analytical reports and reconciliations. Ability to think strategically from high level with consideration for broader implications of various alternatives
Ability to perform and prioritize multiple tasks and meet critical deadlines while maintaining accuracy and quality
Ability to work independently, prioritize and manage multiple projects
In depth experience among Microsoft Office applications, Tier 1 enterprise resource planning (ERP) software, and other technical applications
Experience with multi-dimensional tools and databases (SQL)
Strong computer skills utilizing software such as Microsoft Office Suite, e.g., MS Word, Excel, PowerPoint; and e-mail
Ability to maintain and foster sensitivity and respect for a culturally diverse work environment
Ability to display supportive behavior and communicate positively regarding department goals and objectives
Ability to deal effectively with a variety of personalities to establish and maintain effective working relationships
Excellent grammar, written and verbal communication skills
Ability to prioritize and resolve conflict when necessary
Willingness and ability to travel domestically and/or internationally, if needed
Bachelor's Degree in Finance/Accounting or related field or equivalent experience
Three to five years progressive financial planning and analysis experience
Demonstrated knowledge of Generally Accepted Accounting Principles (GAAP) and customary business terms and practices is required
Acquaintance with global business customs and accounting principles strongly preferred

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Perform Finance and Strategy support for Business group
Drive improved management reporting - work with Operations and Accounting to more discreetly and accurately track financial
Drive existing management reporting - analyze financial results, distill and synthesize issues, communicate key messages to senior management
Conduct consolidated reporting on HC and all key matrix in Japan level
3+ years of FP&A or business finance experience, including experience at a global, publicly-traded company
Easy to deal with ambiguity and can adopt quickly in a fast paced, quickly changing environment
Track-record in process re-engineering and optimization
Able to think strategically and operate effectively with management
Advanced business proficiency in both Japanese and English languages (speaking, listening, writing and reading)

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

The ideal candidate will have 2-3 years of prior experience with Excel modeling and forecasting, data analysis, and/or other related fields. Experience in commercial real estate is a plus
Strong attention to detail and analytical and problem-solving skills are a must
An in-depth knowledge of Microsoft Excel is required and familiarity with FINRA regulations is recommended
The candidate must have excellent written and verbal communication skills and be able to work hard and effectively with a wide range of colleagues within and outside the Company

Analyst Financial Planning & Analysis Resume Examples & Samples

Update and improve current financial models and databases, including short and long-term forecasts
Identify, lead and report on revenue generating and cost saving initiatives through complex financial modeling
Understand impact of investment decisions on departmental and company-wide financials
Prepare periodic and ad hoc material to be presented to Executive Leadership and Board Members including the annual operating plan
Stay attune to competitive dynamics and other airline strategy as it pertains to JetBlue and the industry landscape
Fulfill and manage ad hoc requests including complex analysis as requested by Senior Management and projects requiring cross-functional coordination
Work alongside and communicate effectively with different groups and organizational levels across JetBlue
One (1) year financial modeling, analytical reasoning and presentation experience in a professional setting (i.e. FP&A, Corporate Finance, Accounting, Investment Banking, Consulting, etc.)
If selected for interview, must complete a non-graded skills assessment
Ability to multi-task across a variety of projects, departments and timelines
Proficient Microsoft Office skills, particularly Excel and PowerPoint
Appropriate post-graduate degree or licensing (i.e. CPA, CFA, MBA)
Effective communication across myriad channels and groups including Executive Leadership
Exceptional project management and coordination skills
Advanced forecasting and modeling capabilities
Regular attendance and punctuality

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyzes business trends; leads and aligns financial forecasts and long range planning processes with our business leaders. Drives business value by providing financial and analytical counsel to facilitate decision-marking around strategic business initiatives
Receives general guidance; may receive more detailed instruction on new projects
Provide FP&A support to field, product, and other support teams with strong focus on business partnering and collaboration
Facilitate and/or present complex information to different levels of management
Strong technical skill set including database management and advanced Excel experience, preferably including macros and VBA, to maintain or develop financial models and analyses
Proactively identify issues and develop solutions
Support month end close, forecast and budget processes with clear and accurate understanding of financial statements
Bachelor's degree in business related field, or equivalent work experience

Analyst, Financial Planning & Analysis Resume Examples & Samples

Communicating with Senior/Executive level staff
Supporting the annual budgeting process by modeling and analyzing proposed financial goals across the firm and at the department level
Working with the Accounting team to develop soft close/quarter end financial projections
Minimum 1-5 years of professional experience
Robust understanding of corporate finance
Proven service orientation with attention to detail and follow-up
Proven project management and planning skills

Senior Analyst, Financial Planning Resume Examples & Samples

Develop financial plans and forecasts for the DSL Operations organization
5 years, minimum, work experience in financial planning & analysis
Experience in problem-solving, financial modeling and data driven analysis
Strong communication (oral and written), interpersonal, presentation, and organizational skills required. Must have demonstrable ability to successfully interact effectively with all levels in the organization

Analyst, Financial Planning & Analysis Resume Examples & Samples

Independently create and submit HRIS SHARP requests for creation of all newly approved positions including temporary worker or temporary overlap
Independently verify approvals and process org design changes and position delimits
Maintain detailed records of all headcount changes
Perform monthly reconciliation of new SHARP data feed versus MSS organization design table
Independently research, recommend process solutions, and resolve all errors
Ensure MSS is updated appropriately prior to monthly financial forecast and MSS is maintained in sync with SHARP providing position control
Enforce processes which were not followed correctly that resulted in errors
Serve as a liaison between Financial Planning, Controller organization, and HRIS team
Undergraduate degree in Business related field preferred or equivalent experience/training
3 years of relevant business work experience
Adaptability and flexibility in the use of analytical approaches and reporting
Verbal and written communication skills with the ability to effectively interact with employees at all levels
Understanding of business systems and requirements
Proficient in MS Office including MS Excel
Able to work regular daytime hours with minimal supervision
Proven ability with Word, Excel and Outlook is required
Possess a positive and can-do attitude
Self-motivated with the ability to take initiative
Desire to learn new software and embrace technology

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Partner with real estate, design, construction and facilities teams to develop reporting around store profitability, return on investment analysis and other ad-hoc analysis as necessary
Partner with real estate team to manage pro-forma model and support in updating as necessary
Develop financial models to analyze the impact of real estate investment decisions on profitability
Leverage Accruent and Business Objects to monitor key corporate level store KPIs including sales, traffic, transactions and expenses to call out cross brand trends impacting business results
Monitor store sales and contributions monthly and provide appropriate analysis and support to ensure achievement of budget
Assist store maintenance team in budgeting, forecasting and analysis of investments or risks related to stores
Work with lease accounting team in developing and managing rent modeling to understand short and long term impacts of escalations, renewals, etc
Partner with advanced analytics and real estate analysis team to evolve cannibalization model and use to aid in fleet investment decisions
Assist with various financial reporting, planning and forecasting duties to support corporate budgeting and forecasting processes
Maintain corporate budget within Hyperion System and partner with shared service and brand departments to ensure accurate reporting and forecasting of P&L and balance sheet financial statements
Develop annual budgets for shared service functions and partner with department heads in adherence to individual budgets. Meet monthly with department heads to ensure visibility to budget and YTD performance according to department
Analyze sales and expense trends to improve accuracy of forecasted results and to identify corporate level opportunities for sales and/or expense improvement
Provide ad-hoc and analytical support as needed to CFO and other executives
Bachelor's degree, preferable in Accounting or Finance , MBA a plus
5+ years' experience in accounting/finance or financial planning, retail experience preferred
Understanding of company financial statements
Excellent PC skills -- particularly Excel
Customer driven approach to completing assignments
Able to effectively interface with all levels within the company
Previous experience with Business Objects Web Intelligence, Hyperion Planning/Excel Add-in and/or other mainframe/analytical systems a plus

Analyst Financial Planning & Analysis Resume Examples & Samples

Prepare, distribute and support continual iteration and improvement of the Company’s playbook of reports for properties and operating departments across the enterprise
Performs a broad range of analytics related to gaming and hospitality operations as well as labor cost in relation to business volumes
Investigates and recommends opportunities identified that can be implemented regionally or enterprise-wide
Provides insight and perspective on operating plan variances and root cause analysis through specialized ad-hoc activities and specific requests
Regularly synthesizes large amounts of data into actionable recommendations and presentations for management review
Ensures effective use of financial predictive modeling processes/business intelligence tools, statistical analytics, graphs, key performance indicators, industry benchmarks, and report writing to support strategic and tactical decision making
Must possess the ability to collaborate and work closely with both internal teams and stakeholders from multiple properties and in different operational disciplines
Provides short-term/quick turnaround support for analysis requests at the direction of department leader
Performs all functions with the highest level of integrity and in a professional manner
Observes and follows all safety procedures
Performs other job related duties as requested

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Supports the Global Customer Care division with financial and budget related needs; conducts financial analysis for divisional leadership
Prepares monthly reporting and analysis of financial results and communicates to divisional management, including oversight of opportunities and risks related to financial plan
Demonstrate appropriate understanding / working knowledge of accounting principles and internal controls, and apply them
Prepare financial ad-hoc reporting and analysis demonstrating insightful use of financial analysis techniques, tools, and concepts, to provide practical counsel to divisional partners and management in order to drive business results
Support various financial business cases, models, and standard templates ensuring quality, accuracy and focused analytic review
Proactively research and resolve financial inquiries and issues for Global Customer Care division
Performs the annual target and budget process by issuing guidelines, analyzing performance, producing key management reporting, consolidating information and tracking changes
Support service owners in understanding Total Cost of Ownership (TCO), key drivers, and unit costs; Partners with finance peers in managing TCO improvements and reporting for horizontal services

Analyst, Financial Planning & Analysis Resume Examples & Samples

Provide analytic support on key company initiatives
Extract and process data from central databases/repositories to support Risk analytics work using SAS
Coordinate and partner with other team members to deliver high value analytics based on business requirements
Support development and maintenance of auto-adjudication systems, monitor and manage performance of platforms
Identify trends in the market and business environment to support forecasting and planning and overall portfolio performance
Provide recommendations for systems and performance improvements as appropriate
4 years minimum experience in a modeling, statistical analysis, or risk analytics role preferably in commercial finance
MBA/MA/MS Degree in Economics, Statistics, Finance
SAS BASE and STAT advanced user
Experience using and developing credit scoring models
Proficient with advanced Micosoft Excel, Access and Powerpoint,
Must understand multi-dimensional structures in order to interrogate data warehouse and suggest design improvements
Demonstrated analytical skills and the ability to work with limited and/or complex data sets
Ability to interpret data and translate in to meaningful business insights
Able to manage multiple projects
Self-starter with good communication skills
Knowledge of credit vendor data (D&B, Graydon, etc…) a plus

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Build and manage accurate plan/forecast models for P&L line item expenses
Analyze period & year-over-year variances of actual results to budgeted/forecasted amounts and recommend re-allocation of funds/budgets as appropriate throughout the year
Partner with cross-functional clients to ensure that forecasts and plans accurately reflect current business activity while identifying risks/opportunities
Work with Yum! accounting department to identify cause of changes and reconcile any accounting issues
Demonstrate a high level of intellectual curiosity with ad-hoc projects to identify opportunities to reduce expenses and drive more profit growth
Improve financial models and reporting templates to summarize KPIs and create efficiency for team

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Responsibility for budgeting and forecasting short/long-term plans, as well as preparing and analyzing internal and external financial reports
Managing risks and opportunities, monitoring the organization's revenue and expenses while considering macro-economic factors
Develops and completes strategic plans, annual budgets, and quarterly forecasts
Analyzes client level actual and forecasted revenue trends to identify opportunities and risks
Prepares financial reports for monthly reviews and as part of regional alignment discussions
Partners with product business owners to develop and evaluate business cases
Performs ad-hoc financial modeling to assess impacts of strategic decisions
Performs divisional expense management including partnering with O&T in support of the technology cost of ownership (TCO) methodology

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Monitors daily process results to identify potential data and system issues in a timely manner, reports exceptions for resolution and contributes to process enhancements and improvements
Strong demonstrated analytical skills with financial modeling and analysis experience
Excellent interpersonal, oral and written communication skills including the ability to communicate proficiently with all levels of management
Strong teamwork and leadership skills with the ability to motivate, take initiative and manage stress while working effectively in a variety of situations

Junior Analyst Financial Planning Resume Examples & Samples

Bachelor Degree in Administration, Engineering, Economiy or related
Expertise in financial planning, budget or local content in PETROBRAS (E&P)
MS Office: Advanced
Intermediate English
Local: Rio de Janeiro

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Assists with preparations for monthly forecasting and yearly budget and in the development of strategic plans for existing, new, or proposed business operations
Provides analysis and evaluation of cost/expense problems, revenue lines, and profit improvement opportunities existing within current business activities
Use financial systems and create of financial models to assist analysis and reporting. Strong Excel knowledge and model building required. Knowledge of Hyperion Planning and Analysis tools helpful but not required
Analyzes and communicates weekly metrics, monthly results, quarterly and annual projections. Works on ad-hoc and special projects as needed. Ability to work on longer term projects as well as short turn around analysis a must

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Work with the Manager to build company-wide budgets and forecasts related to Etsy’s Seller Service offerings (revenue and expenses)
Analyze performance trends, create performance milestones and develop ROI models for new and existing services
Arm business leaders with data needed to make strong business decisions by helping them interpret analyses and measure progress against outlined goals
Collaborate with FP&A colleagues and accounting, HR and other teams to produce monthly and quarterly financial reviews for the Executive Team and Board of Directors
Contribute to special products such as analysis to assess the financial and strategic implications of potential product enhancements, new products, or new businesses
Partner with Manager of FP&A to develop financial models and analyses for internal new business development, cost savings projects, capital expenditure evaluation, competitive benchmarking, valuation, capital structure, partnerships and/or M&A
Collaborate with investor relations to share the Etsy story with the investor / sell-side analyst community, as well as contribute to certain activities surrounding quarterly earnings announcements

Analyst, Financial Planning & Analysis Resume Examples & Samples

Prepares journal entries; maintains and reconciles ledger accounts
Balances books or accounts and prepares profit/loss, income and balance sheet statements
Reviews and verifies the accuracy of journal entries and accounting classifications assigned to various records
Prepares and analyzes financial statements and monthly reports
Prepares balance sheet reconciliation and margin trend analysis
Assists with audits by providing supporting records and documentation
Conducts studies and develops solutions for improving accounting processes
Prepares and analyzes tax records and reports
Prepares local, state and federal tax returns
Assists in preparing statistical and financial reports
Maintains records and performs miscellaneous tax assignments
Alternate text from requisitions
May interact with external counter-parties (e.g. vendors)
Responds to routine questions related to area of responsibility

Senior Analyst, Financial Planning Resume Examples & Samples

50% Treasury - Cash Management and Funding, Payment Processing & Disbursement Control
30% Financial Analysis - To produce reliable and timely reports, with meaningful analysis and recommendations
20% General Accounting, Reports and Projects

100

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Take a proactive role in supporting and advising the NBPC GM and controller on financial & business matters
Assist in making timely recommendations concerning financial consequences of strategies, programs, and actions. Assist in the effort to grow NBPC for NGPF
Assist in communicating performance goals throughout the business to all employees as part of an overall education process to drive continuous cost reduction
Take a lead role in directing monthly closing and variance analysis of NBPC financial results
Assist in providing NBPC performance reports pertaining to part cost, period cost, reserves, operating expenses, inventory and capital expenditures
Assist in coordinating forecasting efforts related to workload/volume, manpower planning and operating expenses for the unit
Take responsibility for directly supporting business units within NBPC by providing BU managers with monthly financial analysis (part cost, period cost, reserves, operating expenses, etc.) and ad hoc reporting as required
Join NBPC business unit teams in supporting EHS and ACE goals for both operations and office areas
Maintain high standard in monitoring and oversight of PW/UTC ethics and control policies (Sarbanes-Oxley, PW Standard Procedures, UTC code of ethics) to ensure 100% compliance
Must be able to read, write, speak and understand English
Adaptable to fast-paced environments with changing circumstances, direction, and strategy within a diverse organization
Continuous Improvement experience e.g. ACE, Six Sigma, LEAN etc. strongly desired
Strong technical, interpersonal, organizational, written and verbal communication skills
Proficiency with Microsoft Office (Excel, Word, Powerpoint, Access), SAP, HFM, Business Warehouse
Capable of working with a wide range of people from the site leader to shop floor and of providing team leadership when required to meet highly aggressive goals

101

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s Degree in Accounting or Finance
2-3 years related experience
Bachelor's degree in finance, accounting, business or related field
Proficiency with MS Word and MS PowerPoint
3-5 years related experience
3+ years of experience in forecasting and budgeting or accounting
Resort Operations/HOA experience
Experience with Hyperion Planning and Smart View
Experience with PeopleSoft

102

Analyst, Financial Planning & Analysis Resume Examples & Samples

Prepare and consolidate monthly management reports and presentations for the organization
Ensure data integrity of all financial information within the financial reports including identification of variances
Assist in the development of Cognos systems implementation to support the budgeting and forecasting activities of the company
Build and maintain financial models/reports to support the annual planning process, monthly forecasting process and strategic business decisions by senior management
Assist in the preparation of ad-hoc reports and analysis for Senior Management
A minimum of 3 years of Consolidation reporting experience
Advanced to expert proficiency using Excel – Comfortable creating complex formulas (Array, INDEX+MATCH on multiple conditions etc.)
Strong attention to detail and comfortable working under tight deadlines managing multiple priorities

103

Analyst, Financial Planning & Analysis Resume Examples & Samples

1+ years of prior experience with accounting, finance, data analysis, or related field
Strong attention to detail and analytical and problem-solving skills
The ability to perform self-directed, multi-faceted work in a fast-paced, dynamic work environment
The ability to work effectively with a wide range of colleagues within and outside the Company
High proficiency in Microsoft Excel (advanced formulas, pivot tables, etc.)
Familiarity with FINRA regulations
Experience or interest in commercial real estate

104

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Support Americas (Energy and Financial Services) Divisional sales & services functions
Prepare weekly forecasts by critically assessing field input and understand risks, opportunities and revenue recognition impacts to revenue forecast
Analyze license attach rates
Coordinate deal review in conjunction with the centralized account deal review team
Review maintenance trends and metrics and provide budget and forecast information
Partner with Sales Operations team on pipeline management, deal review (bid sheets), Sales Productivity, Commission analysis and lead generation campaigns
Analyze, track and forecast license backlog by license types
Conduct monthly and ad-hoc flux analysis on divisional and consolidated Sales & Services P&L’s
Assist in the development of the annual financial plan for Americas Sales & Services organizations
Financial reporting. Provide summary and detailed P&L, variance analyses, board and QBR materials, expense reconciliations by major account by vendor
Assist in creation of presentations for Senior Management, Private Equity Owners and Board of Directors
Produce standard management reporting package on monthly and quarterly basis
Ad hoc analysis 15%

105

Financial Analyst Financial Planning & Analysis Resume Examples & Samples

Manage the administration, training and support of the Corporate Performance Management (CPM) & Consolidation Application SAP BPC
Participate in SAP BPC application development projects
Participate to the consolidation of the five-year strategic plan, the annual budget and periodic forecast updates
Contribute to the analysis and assessment of the P&L, Balance Sheet and Cash Flow Statements by monitoring the actual financial performance against the annual budget, five-year strategic plan and periodic forecasts
Support the Management Meeting presentations
Support the Executive Committee Presentations
Hold an Accounting Designation (CPA)
Have 5-7 years of experience in Financial planning and analysis or relevant experience
Have good knowledge of accounting norms
Have knowledge of SAP BPC or others CPM applications or Consolidation applications
Possess planning and organizational skills necessary to coordinate workload around multiple assignments
Have strong analytical and judgment skills necessary to evaluate alternatives and formulate recommendations in support of management decision-making
Have superior verbal and written communication skills in French and English to communicate with all organizational levels
Have excellent knowledge of MS Office

106

Analyst, Financial Planning & Analysis Resume Examples & Samples

Serve as the primary lead on financial support for internal portfolio
Partner with national team leaders and staff on budget and forecast preparation and consolidation, clearly identifying and communicating the drivers and assumptions behind the data to business stakeholders
Track, analyze and communicate cost overages, savings, risks, and opportunities; create supporting analyses that provide actionable guidance and problem solving frameworks
Work with national teams to coordinate all aspects of financial planning and forecasting
Work directly with organizational leadership to provide forward-looking projections to inform strategic decision-making
Perform advanced analytical work in support of the development, interpretation, and implementation of cost efficiencies and best practices
Three+ years’ analytical work experience
A record of successfully planning and coordinating projects across a diverse group of stakeholders
Flexible, entrepreneurial approach to solving problems; ability to operate effectively and with a sense of possibility in a fast-paced, deadline-driven environment
Excellent Excel skills; the abilities to produce analytical frameworks in Excel and to audit and understand the work produced by others
Ability to interpret and utilize complex financial models
Basic understanding of fundamental GAAP accounting principles and the ability to navigate, analyze, and interpret financial statements is necessary
Commitment to the accuracy and integrity of all materials produced
Exceptional communication skills, both written and verbal; ability to adapt communication styles and content depending on the audience
Strong orientation towards partnership-based leadership and ability to develop trust with client teams

107

Analyst, Financial Planning Resume Examples & Samples

Ability to communicate and coordinate effectively in verbal and written formats with individuals or groups and have ability to design presentations, utilizing various audio/visual support aids. Ability to manage multiple projects, work in a fast-paced environment and meet deadlines. Ability to assess risk and recommend action
Ability to exercise discretion (maintain confidentiality around sensitive topics) and independent judgment, make decisions and possess strong analytical skills
Ability to support the development of organizational processes and translate them into working tools that drive the forecast process and hence, management behavior
Ability to independently gather data, interpret and perform research and analysis in support of company inquiries
Ability to model concepts and to manipulate and enhance the forecasting efforts to accommodate new processes, procedures, products, services, etc
Ability to communicate and influence decision making through excellent analysis and factual research
Ability to utilize personal computer, telephone, fax, calculator and other general office equipment
Partners with Director or Business Manager (LOB owner) in the development of the annual plan and forecast
Provides guidance and assistance to management related to the understanding of plan requirements, impact of strategy requirements and forecasted trends
Drives the planning and forecasting timetables, and insure thoughtfulness of the inputs through analysis
Acts as a liaison between Finance and senior management to gather information, resolve and recommend solutions to problems, issues and concerns and research and answer questions
Develops accurate projections for the line of business as a whole and for the individual customers
Analyzes pricing and cost trends, incorporating the impact of the changes into forecasts and future plans
Tracks, prepares and analyzes revenue and cost associated with past, current and future financial performances
Investigates unusual trends and variances, providing explanations to management and providing recommendations to achieve business goals as needed
Participates directly in monthly close process and prepares detailed revenue and cost accruals to ensure the accurate reporting of monthly results and to enable client level reporting/evaluation
Works with sales and management to deliver in-depth pricing analysis for new and existing customers that meet business guidelines
Challenges assumptions and provides recommendations where necessary
Evaluates pricing proposals for strategic customers or initiatives to determine if value is within the acceptable range, meeting company level goals. Approves or escalates as necessary
Provide ad-hoc reporting and analysis as well as standard reporting, using various software applications, such as spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate and/or format data and/or reports
Support the team of cross-functional individuals in driving the forecasting process, providing them with the actual results and assisting with variance analysis and interpretation of business trends
Collect, analyze and compile a wide array of company level information for inclusion in various presentations and/or reports to be delivered by the CFO and senior management
These presentations must be accurate, visually appealing and carefully worded. The presentations encompass historical, current and projected information along with management goals. The reports are delivered to the board of directors, senior management, vendors, and customers
Research and report competitive activity to management team Provide ad-hoc reporting and analysis to the management team, as requested
Finance or Accounting BSBA (Bachelor of Science in Business Administration) required. MBA (Master of Business Administration) highly preferred. CPA (Certified Public Accountant) highly preferred
Minimum seven (7) years of experience in financial planning, forecasting and analysis required with a Finance or Accounting BSBA preferably in the financial services industry, with experience supporting a highly disciplined forecast process; preferably for a public company
Minimum two (2) years of experience in financial planning, forecasting and analysis required with an MBA preferably in the financial services industry, with experience supporting a highly disciplined forecast process; preferably for a public company
A demonstrated record of highly accurate forecasts, highly experienced in variance analysis and writing executive commentary required
Excellent communication skills required with the ability to deliver difficult news and encourage action plans
Seasoned in working with cross functional individuals in building the forecast and budget, and with interacting with them in analyzing actual financial performance and it’s implication for the business
Experienced in performance metrics and trend tracking, providing meaningful commentary and business recommendations
Highly accurate individual with numbers, comfortable with developing arguments by showing trends and converting data into information for constituents. Intuitive sense from previous work experience for what drives the business financials and have an ability to depict these key drivers in 5-10 key financial measures
Sufficient experience in accounting to understand the impact on the forecast and be able to contribute to including the appropriate accounting and accounting adjustments in the forecast
PC Windows-based software experience required with advanced knowledge in Word, Excel, PowerPoint and Access

108

Financial Analyst Financial Planning & Analysis Resume Examples & Samples

Prepare monthly reporting of results and analyze performance versus Budget and Prior Year to be used for both operational and external reporting
Administer annual budget process
Variety of analytical reporting tasks, including accounts receivable metrics, headcount
Prepare GVAT consolidation
Provide support for management reporting as required
Provide analysis and financial reporting to Senior Management as required
One to three years experience in corporate or plant accounting and/or financial reporting environment preferred
SAP knowledge preferred
Project Management skills preferred
Ability to travel domestically and internationally as needed
Must have good interpersonal communication skills

109

Analyst, Financial Planning & Analysis Resume Examples & Samples

Builds presentations to summarize valuations, trends, scenarios, and recommendations
Researches competitive environment and provides insightful reporting of competitive trends
Partners cross-functionally to provide financial/strategic support for company initiatives
Assists Manager and team members with projects and work flow as needed

110

Analyst, Financial Planning & Analysis Resume Examples & Samples

Responsible for preparing and refining data for accrual, re-class, adjustment, chargeback guidance and analysis of expenses. Running management reports, including monthly business and financial results to management and businesses
Partner, support and work with FP&A colleagues globally to provide reliable financial data and strategic insight to enable better decision-making and business performance
Design, implement, troubleshoot and improve processes and tools to enable team to achieve its strategic and business goals
Analyze, track & report actual, budgeted & forecasted financial & HC data related to various businesses by interfacing/coordinating with various systems and functional FP&A contacts
Commerce Graduate/Post-graduate plus certification/diploma in computer programming
1 to 2 years of experience with FP&A or Accounting or Record to Report or Account reconciliation profile
Proficiency in MS Excel, MS Access and VBA/SQL in Microsoft Office
Experience in Finance data management, data modelling, trouble shooting and problem solving
Prior experience in Oracle Accounts Payable or Oracle GL and TM1
Ability to work with multiple stakeholders and to work effectively in a team environment
Demonstrated ability to communicate effectively, both locally and across geographies

111

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Monthly, quarterly and yearly close including completion of all associated required reporting and analysis for either revenues, GO&A and A&M
Monitor and report actual to forecast performance during the month-end close (Workdays 2, 3, & 4)
Identify and analyze monthly variances between forecast and actuals
Communicate and interact with Regional Finance to gather explanations on variances
Provide monthly results for various internal customers
Prepare ad hoc reports to Senior Management on a monthly basis
Forecast process
Upload cost centers in Hyperion
Coordinate, review and consolidate quarterly forecast from the regions (Workdays 5 to 8)
Support regional FP&A with ad-hoc analysis during forecasting process
Interact with Local Finance to ensure revenue / expense / product targets for LAC
Be the owner of either revenues, expenses (GO&A and A&M) or SPA for the region
Others responsibilities (any or all of the following)
Responsible for monthly/quarterly LAC billing submissions and associated revenue entries
Prepare Regional President quarterly scorecard through Country Managers and Business Owners
Assist with preparation and consolidation of the Annual Operating Plan (Budget)
Assist with yearly Planning Process, as liason with other Corporate areas

112

Senior Analyst Financial Planning Resume Examples & Samples

Analyze financial and operational data, investigate variances, identify key business drivers and evaluate their impact on planned objectives
Has the ability to work in a team environment to drive improvement in financial and operational processes through automation, standardization, systems and tools
Strive for improvement and standardization across all Eaton locations. Ability to coordinate, maintain, and train on Eaton’s policies, procedures and financial systems
Support monthly closing activities as well as ad-hoc assignments
Support various financial analysis, forecasting, planning, reconciliations and reporting. Interact with various leaders across the business to understand their needs
Responsible for the coordination and the oversight of financial and operational policies, procedures, reporting and systems
Involves driving cross-departmental collaboration between several internal stakeholders, which include various geographic locations and key business units
Drives functional excellence by administering, developing and improving financial and operational mechanisms. Administers, develops & improves processes; conducts special studies/analyses
Bachelor’s degree in finance, accounting, or business administration
Over 3 years of financial experience
Strong analytical and problem solving skills, including attention to detail
Advanced knowledge of Microsoft Office

113

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Responsible for reporting and monitoring the budgets and forecast
Responsible for the preparation of the Sector management results, budgets, business plans, as well as updates to the quarterly forecast by working with the leadership to ensure forecasts are reliable and up-to-date
Analyze the performance of the Sector versus the budget and the forecasts
Collaborate in the preparation of disclosure forms and instructions for the Regional Controllers in order to ensure the integrity of the information provided for the budgeting process
Participate in preparing presentations of the financial forecast analyses to the senior Vice-president and Corporate controller and the Executive vice president and Chief financial officer
Support the Regions as needed, including the development of processes, tools and reports to help them in the activities of planning, forecasting and performance monitoring
Participate on various special projects

114

Romania Analyst Financial Planning Resume Examples & Samples

5-7 years broad financial experience
Knowledge and understanding of (accounting) principles, policies and (business) concepts
Ability to prepare, analyze and interpret financial and operational analyses/reports
General knowledge of financial and ERP systems

115

Analyst Financial Planning & Analysis Resume Examples & Samples

Maintain calendar of deliverables
MBA (Finance)/ Chartered Accountant with 2-4 years of post qualification experience
Experience in banking industry preferred

116

Analyst Financial Planning & Analysis Resume Examples & Samples

Transfer Pricing and accounting knowledge
Manage Actual rules; updating and correcting when business needs arise
Monitor incoming allocations and assist business with any issues or Ad Hoc requests
Monthly reporting - EMR, Inter/Intra LOB
Review monthly forecast and recovery position
Variance analyses (Monthly, Quarterly and Yearly)
Act as liaison between various Business Units, understand and follow all Corporate policies for In-directs
Ensure all Legal Entity issues are resolved including Global and Non-Global
Coordinate Demand Planning process and provide training/assistance to Business where needed
Prepare & load Indirect Actuals, Budgets and Mid-Year Forecast. Ensure Rules and Volumes are loaded and data is validated after each run
MYF & Budget Reporting for Business
Document and provide presentation materials for annual roundtables
Update FX Hedging models during MYF and Budgeting for Treasury and explain large variances to prior passes
Participate/Lead in any required costing studies
Assist and/or manage projects as requested/needed (Some Projects that may be part of duties: Legal Entity or Business closures, offshore BMs, cost studies, efficiency projects, and other allocation projects as needed)
Provide Sign off for Respective Business

117

Lead Analyst, Financial Planning Analysis Resume Examples & Samples

Build key relationships amongst the frontlines of Technology Development to facilitate operational execution and accurate analytics within FP&A
Support the financial lifecycle of Technology Development & Infrastructure Project Accounting – including project setup, capitalization, close, reporting, and analysis
Leverage internal automated systems to generate monthly Journal Entries for Internally Developed Software. Perform analysis around accuracy and reasonability of the underlying JE support, and develop enhancements to the process
Assists with monthly/quarterly/yearly budget and forecast development
Provide expense analysis and reporting of monthly, quarterly, and annual variances for Technology teams
Provide business and operational guidance to Accounting partners around close periods and in assistance with periodic analyses
Produce ad hoc reports as required
Support Senior Management reporting and presentations
Strong organizational, problem-solving, and analytical skills
Strong working knowledge of data collection, data analysis, and evaluation
Strong computer skills, particularly with financial/analytical modeling and presentation using MS Excel and PowerPoint
Ability to work at all levels of management
Ability to work independently and as a member of various teams
Ability to work in a fast paced matrix organization and handle multiple projects and meet deadlines
Must have acute attention to detail
Participation in a formal analyst training program
Hyperion and SmartView a plus
Database experience a plus

118

Analyst, Financial Planning Resume Examples & Samples

Ability to communicate and coordinate effectively in verbal and written formats with individuals or groups and have ability to design presentations, utilizing various audio/visual support aids
Ability to manage multiple projects, work in a fast-paced environment and meet deadlines
Ability to assess risk and recommend action
Acts as a liaison between Finance and senior management to gather information, resolve and recommend solutions to problems, issues and concerns and research and answer questions. Develops accurate projections for the line of business as a whole and for the individual customers
Analyzes pricing and cost trends, incorporating the impact of the changes into forecasts and future plans. Tracks, prepares and analyzes revenue and cost associated with past, current and future financial performances. Investigates unusual trends and variances, providing explanations to management and providing recommendations to achieve business goals as needed
Works with sales and management to deliver in-depth pricing analysis for new and existing customers that meet business guidelines. Challenges assumptions and provides recommendations where necessary
Evaluates pricing proposals for strategic customers or initiatives to determine if value is within the acceptable range, meeting company level goals. Approves or escalates as necessary. Provide ad-hoc reporting and analysis as well as standard reporting, using various software applications, such as spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate and/or format data and/or reports
Support the team of cross-functional individuals in driving the forecasting process, providing them with the actual results and assisting with variance analysis and interpretation of business trends.Collect, analyze and compile a wide array of company level information for inclusion in various presentations and/or reports to be delivered by the CFO and senor management. These presentations must be accurate, visually appealing and carefully worded. The presentations encompass historical, current and projected information along with management goals. The reports are delivered to the board of directors, senior management, vendors, and customers. Research and report competitive activity to management team Provide ad-hoc reporting and analysis to the management team, as requested. Perform other duties as assigned
Finance or Accounting BSBA (Bachelor of Science in Business Administration) required. MBA (Master of Business Administration) highly preferred
CPA (Certified Public Accountant) highly preferred
Highly accurate individual with numbers, comfortable with developing arguments by showing trends and converting data into information for constituents
Intuitive sense from previous work experience for what drives the business financials and have an ability to depict these key drivers in 5-10 key financial measures
Sufficient experience in accounting to understand the impact on the forecast and be able to contribute to including the appropriate accounting and accounting adjustments in the forecast. Experience with Lawson planning products preferred/required

Download Analyst, Financial Planning Resume Sample as Image file

Related Job Titles

Analyst, Sales Planning Resume Sample

Manager, Financial Planning Resume Sample

VP Financial Planning Resume Sample

Financial Planning Resume Sample

Financial Planning Associate Resume Sample

Analyst, Demand Planning Resume Sample

Analyst, Planning Resume Sample

Director, Financial Planning Resume Sample

Financial Analyst, Planning Resume Sample

Senior Financial Planning Resume Sample

Planning / Forecasting Resume Sample

Financial Planning Analysis Resume Sample

Browse More

Analyst, Financial Planning Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Analyst, Financial Planning resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Lead Analyst Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst Financial Planning Resume Examples & Samples

Financial Analyst, Financial Planning Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Policy Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Senior Analyst Financial Planning Resume Examples & Samples

Senior Analyst Financial Planning & Analysis Resume Examples & Samples

Business Process Analyst Financial Planning & Forecasting Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

Analyst, Financial Planning & Analysis Resume Examples & Samples

Senior Analyst, Financial Planning & Analysis Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume