Analyst, Financial Planning Resume Samples

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DB
D Borer
Damian
Borer
44459 Senger Avenue
Boston
MA
44459 Senger Avenue
Boston
MA
Experience Experience
09/2016 – present
Chicago, IL
Senior Analyst, Financial Planning & Analysis
Senior Analyst, Financial Planning & Analysis
09/2016 – present
Chicago, IL
Senior Analyst, Financial Planning & Analysis
09/2016 – 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
03/2009 – 03/2016
Dallas, TX
Senior Analyst Financial Planning & Analysis
Senior Analyst Financial Planning & Analysis
03/2009 – 03/2016
Dallas, TX
Senior Analyst Financial Planning & Analysis
03/2009 – 03/2016
  • 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
01/2003 – 11/2008
Philadelphia, PA
Analyst, Financial Planning & Analysis
Analyst, Financial Planning & Analysis
01/2003 – 11/2008
Philadelphia, PA
Analyst, Financial Planning & Analysis
01/2003 – 11/2008
  • 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
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
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1

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
2

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
3

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
4

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
5

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
6

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)
7

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
8

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
9

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
10

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
11

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
12

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
13

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
14

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
15

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
16

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
17

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
18

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
19

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
20

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
21

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
22

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)
23

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
24

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
25

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
26

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
27

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
28

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
29

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
30

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
31

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
32

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
33

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
34

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
35

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
36

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
37

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
38

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
39

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
40

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
41

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
42

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
43

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
44

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
45

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
46

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
47

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
48

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
49

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)
50

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
51

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
52

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
53

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
54

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
55

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
56

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
57

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
58

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
59

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
60

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
61

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
62

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
63

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
64

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
65

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
66

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
67

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
68

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
69

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
70

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
71

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
72

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
73

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
74

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
75

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
76

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
77

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
78

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
79

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
80

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
81

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)
82

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
83

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
84

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
85

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
86

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
87

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
88

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
89

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
90

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
91

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
92

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
93

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
94

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
95

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
96

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
97

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
98

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
99

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