Business Planning Analysis Resume Samples

The Guide To Resume Tailoring

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

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

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

  • Tailor your resume by selecting wording that best fits for each job you apply

PH
P Hudson
Patience
Hudson
8582 Rasheed Meadows
Detroit
MI
+1 (555) 650 1413
8582 Rasheed Meadows
Detroit
MI
Phone
p +1 (555) 650 1413
Experience Experience
04/2014 present
Phoenix, AZ
Senior Analyst, Business Planning & Analysis
Phoenix, AZ
Senior Analyst, Business Planning & Analysis
04/2014 present
Phoenix, AZ
Senior Analyst, Business Planning & Analysis
04/2014 present
  • Prepare budgets & forecasts and iterate results with relevant stakeholders. Work with Managers and Director to consolidate detailed revenue and expense projections for each plan cycle that includes: Operational Budget, Quarterly Forecasts, and Long Term Plan
  • 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
  • Advertising Expense Accruals (annual only): Run reports for open commitments, POs, and conduct other trend analysis
  • 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
  • Review performance of third party representations as compared to plan
  • Prepare management reports (green books and blue books) for WBCP operations. This includes operating performance versus plan results and new forecasts versus prior plan
09/2010 10/2013
Chicago, IL
Business Planning & Analysis Group Manager
Chicago, IL
Business Planning & Analysis Group Manager
09/2010 10/2013
Chicago, IL
Business Planning & Analysis Group Manager
09/2010 10/2013
  • Partner with senior managers to perform the strategic evaluations, identify potential gaps and implement corrective actions to strengthen operational processes
  • Manages complex processes and reporting streams
  • Oversight, coaching and career development of the team
  • Provides thought leadership in areas that are key to the business
  • Provides strategic leadership to drive consistency across Team Functions
  • Performs impact analyses on project activities
  • Leads integration of functions and partners with multiple senior management teams to meet goals and deploy new products and process enhancements
03/2004 03/2010
Boston, MA
Business Planning & Analysis Analyst
Boston, MA
Business Planning & Analysis Analyst
03/2004 03/2010
Boston, MA
Business Planning & Analysis Analyst
03/2004 03/2010
  • Reporting Assist in the preparation and presentation of financial information for inclusion in management / client packs
  • Understand the financial processes and key performance indicators across the business that drive financial performance
  • Interact cross functionally across Systems Innovation Team to execute work activities effectively
  • Establish and execute in-house marketing campaigns to highlight team’s accomplishments using Collaborate and other communication mechanisms
  • Internal Cost Allocations Working with operations and financial control provide explanation to AML expenses and billing related queries
  • Maintain and manage reporting platform ensuring reports developed and distributed on time
  • Audit and ensure established standards, guidelines and best practices are met for our project status reports and PMO activities
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Georgia
Bachelor’s Degree in Accounting
Skills Skills
  • Highly-motivated, strong performer with a proven ability to work effectively with virtual and remote teams
  • Proven ability to be comfortable and adaptive with ambiguity
  • Commitment to quality, attention to detail, and continuous improvement
  • Ability to manage and execute an organized approach to work
  • Ability to exchange complex information within team and with others
  • Strong people, process, and business focus
  • Planning and prioritization skills
  • Team-oriented and collegial approach to addressing challenges
  • Analytical thinking and experience with data analysis tools and methodologies
  • Expertise with all MS Office products, including Excel, PowerPoint, and Word
Create a Resume
1

Business Planning & Analysis Analyst Resume Examples & Samples

  • Undergraduate degree in Finance or Accounting (MBA a plus)
  • Minimum 4 years of Financial Services experience
  • Strong quantitative/analytical skills
  • Strong modelling skills
  • Strong Excel & PowerPoint skills (VBA and Access a plus)
  • Must be able to work independently and proactively solve problems that may not have a clear solution
  • Must be able to address multiple issues in a high paced/high pressure rapidly changing environment
  • Ability to build key relationships with finance and business teams
2

Business Planning & Analysis Analyst Resume Examples & Samples

  • Ability to break down communication barriers to optimize business results and encourage change/growth
  • Ability to manage, comprehend, and analyze large quantities of data
  • Ability to work with multiple global stakeholders of varying levels
  • Ability to manage multiple efforts and adjust prioritizes with evolving work efforts
  • Ability to influence peers and business partners to take necessary action to achieve goals
  • Strong communication skills - Excellent Excel and PowerPoint skills - ability to tell a story at all levels
  • Demonstrate maturity and discretion when dealing with sensitive and confidential information
  • Good interpersonal skills and ability to develop strong partnership with stakeholders
  • Ability to adapt to constant changing needs of the business
  • Maintain strong focus on project delivery i.e., meeting milestones and deliverables and productivity commitments
  • Strong ability to influence without authority
  • Strong task manager - self-starter who needs limited direction
  • Cultural sensitivity and ability to effectively work in virtual, remote environment
  • Discretion with data and projects
3

Business Planning & Analysis Analyst Resume Examples & Samples

  • Headcount Reporting and Tracking Support BP&A team with headcount analysis including hire requests, identifying investments and productivity events
  • Cost Centre Integrity Monitoring of AML cost centres for the Global Support Functions
  • Support management to ensure headcount is captured and reported accurately
  • Understanding key cost drivers and its sources
  • Cooperating with all respective AML business areas to capture costs drivers and trends for the upcoming months
  • Internal Cost Allocations Working with operations and financial control provide explanation to AML expenses and billing related queries
  • Collaborating with O&T Finance by providing required information on the business trends, Investments and productivity
  • Handling ad-hoc requests. Forecasting Working with functional managers and BP&A team, prepare a consolidated view of monthly financials and headcount forecasts for the remainder of the year
  • Reviewing and update of forecast with regional and global finance team
  • Having ability to demonstrate a good understanding of expense base and clearly communicate movements from actual results and prior forecasts
  • Reporting Assist in the preparation and presentation of financial information for inclusion in management / client packs
  • Developing on one’s own client packs/reports used on regular basis in Financial reviews with Senior Management and communication and meetings with clients
  • Creating and assisting in establishing dashboards, reports, work lists, web site pages, e-mail/text alerts and other necessary and related materials; organize material for efficient reporting and retrieval
  • 2+ years equivalent relevant experience in MI reporting or business planning & analysis
  • Math/Science/Finance Master’s Degree
  • Familiarity with a large matrix organisation especially working across multiple countries / regions
  • Having accountant or relevant experience qualifications
  • Professional knowledge of MS Office, particularly in with Excel high level of accuracy
  • VBA, Databases, Business Objects as an advantage
  • Clear presentation of financial and non financial data
  • Ability to work on own and under direction
  • Being well organised
  • Providing initiative to identify and work through issues to meet required deadlines
  • Being able to focus on the details to provide data with the highest quality
  • Providing innovated solutions for reporting process
4

Business Planning & Analysis Senior Analyst Resume Examples & Samples

  • 3-5 years of experience in mortgage, accounting, finance, or other business related reporting, database and analysis background desired
  • Bachelor's degree or equivalent work experience
  • Utilize a higher degree of expertise in software applications such as Microsoft Access, Excel, VBA, SQL, SAS, Oracle, some degree of PowerPoint and Word also helpful. Working knowledge of Excel Pivot tables, relational databases and queries
  • Knowledge of CMI DW1 data warehouse tables preferred
5

Senior Analyst, Business Planning & Analysis Resume Examples & Samples

  • Prepare accruals that support financial close deliverables, which include: 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
  • Advertising Expense Accruals (annual only): Run reports for open commitments, POs, and conduct other trend analysis
  • Prepare management reports (green books and blue books) for WBCP operations. This includes operating performance versus plan results and new forecasts versus prior plan
  • Minimum 3 years experience in financial analysis and financial systems required
  • Big 4 public accounting or comparable consulting firm experience preferred
  • Thorough knowledge of accounting principles
  • Financial Systems Skills: Oracle and/or SAP experience required
  • PC Skills: Excel, Word, Access and PowerPoint required
  • Knowledge of MS Project, PowerPoint, SQL and/or Visio preferred
  • Must be able to develop and implement projects
  • Must have the ability to communicate effectively and tactfully with persons on all levels, in person and on the telephone
  • Must have the ability to pay close attention to detail and understand written and oral instructions
  • Must have the ability to organize and schedule work effectively
  • Must have the ability to multi-task and work well under time constraints
  • Must be able to work independently and meet deadlines
6

Business Planning & Analysis Resume Examples & Samples

  • Analyze and interpret headcount, real estate, and other resource-related data; make recommendations for further analysis. When potential issues are found, investigate potential causes and remediation with stakeholders
  • Analyze, produce, and refine Human Capital metrics and reporting that will be presented to the head of Enterprise Infrastructure
  • Partner with counterparts to review, process, and optimize actual, plan, and forecast data for the Resource & Location Strategy
  • Produce Resource & Location Strategy materials for senior management. Adapt reporting to the evolving needs of the organization, to satisfy both internal and external stakeholder needs, and for organizational changes
  • Lead review meetings for EI’s Resource & Location Strategy and/or Headcount Review
  • Optimize data collection and production processes. Automate manual reporting processes and partner with clients/stakeholders to streamline reporting cycle
  • Create additional reporting mechanisms and metrics/KPIs to further the Resource & Location Strategy and Human Capital Reporting
  • Manage relationships with counterparts to understand each business's opportunities and challenges. Guide them through changing landscape and assist with meeting additional requirements related to Execution 2.0
  • Maintain and update the Spans & Layers modeling tool being used across EI to meet Organization Workstream Execution 2.0 requirements
  • Assist with productivity initiatives that the team drives for EI and EO&T
  • 5+ years relevant experience
  • Excellent interpersonal, communication, and teamwork skills
  • Ability to communicate effectively at all levels of the organization
  • Very proficient in use of MS Office, with a high degree of expertise in MS Excel; basic-intermediate proficiency in MS Access
  • Experience using MS SharePoint is a plus
7

Snr Mgr-business Planning & Analysis Resume Examples & Samples

  • Work closely with business partners to create an analytical program for the region that provides insights into customer behaviours that influence key business performance metrics
  • Develop insights into merchant performance influencers and take those insights to actions via initiatives, operating tools and operating processes
  • Convert business questions into analytical problems and implementable data analyses through creative hypothesis generation
  • Use analytics to improve our ability to detect, understand and address emerging trends that could pose a risk to business performance metrics
  • Communicate complex concepts and the results of the analyses with clear and effective communication and visualization to senior leadership (Sr. Directors and above)
  • Manage multiple priorities through solid Project Management practices
  • Work with large volumes of data; extracting and manipulating large datasets using standard tools such as SQL and SAS
  • The person filling this role will be expected to be hands-on with the entire analytical workflow from problem definition, data extraction, analysis, conclusion/recommendation and communication
  • 10+ years working in analytics, preferably in payments or in internet businesses. Banking ok
  • BS (MS preferred) in statistics, economics/econometrics, operations research, physics, mathematics, engineering, computer science or related discipline
8

Global IT Infrastructure Services & Business Planning & Analysis Associate Resume Examples & Samples

  • Bachelor's Degree in Finance / Accounting
  • 7-10 years of core financial planning and reporting experience
  • Excellent finance, technical and analytical skills
  • Experience collaborating in a cross-functional, cross-divisional team environment
  • Fast-acting, self-starter with specific focus on quality and attention to detail
  • Superior communication skills
  • Shared Service experience
  • TM1 and Excel advanced user
9

Business Planning & Analysis Resume Examples & Samples

  • BA/BS degree or 4+ years equivalent relevant experience in a project management capacity
  • 2+ years recent Collections project experience
  • Ability to successfully engage in multiple initiatives simultaneously and strong time management and organizational skills
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group of Managing Directors, Managers, and subject matter experts
  • Ability to analyze project requirements clearly define scope and issues develop innovative solutions
  • Persuade and influence others through development of communication plan and diplomacy skills with peer group / customers
  • Proficient MS office skills, ability to create senior level presentations in PowerPoint
10

Business Planning & Analysis Lead Analyst Resume Examples & Samples

  • Deliver globally strategic business intelligence solutions for ICG Operations including MIFT and MPP reporting space
  • Will manage projects to extend the MIFT, MPP reporting to other business in ICG organization with limited supervision, adhering to best practice project standards including
  • Manages two or more core initiatives concurrently and prioritizes appropriately
  • Performs as a contributor and manager across 2 or more core initiatives
  • Innovates and delivers new products, both tactical and strategic
  • Professional at all times, leads by example, accepts feedback and modifies behavior
  • Makes high quality and timely decisions
  • Demonstrates and promotes O&T's Operating Principles
  • Lead meetings with managers and subject matter experts to define and gather requirements and overall objectives
  • Understand and identify appropriate systems and processes working with the business SME and technology for smoother execution of projects
  • Create, review and enhance global Business Requirement Documents (BRDs) and Functional Requirement Documents (FRDs), review of test plans
  • Review and deliver monthly time allocations and capacity plans for PMA team
  • Review Continuity of business plans and conduct appropriate testing
  • Periodical control and compliance submission
  • In conjunction with the global team, deliver executive Business Performance reporting, providing monthly analytics explaining performance trends
  • Performs effective QA controls and personally reviews reports for integrity
  • Strong Business Analyst with minimum 10-14 years of experience in Investment Banking Operations/Technology
  • Project Management experience minimum of 4-6 years ideally within the Business Intelligence realm with exposure to operational risk and control
  • Experience in more than one Asset class Treasury and trade solutions, Equity, FX, Futures, Fund transfer, MIFT, and OTC Derivatives experience
  • Experience in BPO team expansion and management
  • Strong MS Access and MS Excel skills required (e.g., VBA, Vlookup and Advanced Macros)
  • Expertise in MS Project, Word, PowerPoint, Sharepoint and Visio are essential
  • Strong knowledge of Front to back process for one or more asset classes
  • Good understanding of Project management methodologies and tools
  • Flexibility to handle multiple tasks and changing priorities
  • Quickly grasp and master new requirements and related knowledge
  • Ability to work independently, multitask and take ownership of various parts of the project
  • Willingness to ask questions, challenge the process and seek out answers
  • Knowledge of B.I. tools – Business Objects and SQL desirable
  • Business process re-engineering experience will be considered as plus
11

Senior Analyst, Business Planning & Analysis Resume Examples & Samples

  • Support evaluation of new business opportunities including preparation of valuation analyses and assist in defining strategic rationale for new business development activities
  • Assist in creation of business plan presentations for each project working closely with Director and Vice President to ensure all salient information is captured. Participate in presentations and provide supporting analyses when requested
  • Help Strategic Planning team to manage deliverables, timelines and schedules for each project
  • Prepare financial models in support of business plan creation. Closely monitor industry trends, competitive landscape and summarize industry dynamics
  • Conduct all financial analysis related to new initiatives or special projects for business unit. Participate in maintenance of financial model creation and look for ways to implement industry best practices
  • Special Projects – As required
12

Business Planning & Analysis Analyst Resume Examples & Samples

  • Contribute to all stages of the full Software Development Life Cycle (SDLC) process from specifying and developing requirements through ownership and involvement in product testing to delivery of end product to end users
  • Manage all aspects of testing including user acceptance testing, system and regression testing
  • Document and analyze business processes using process modeling tools and other techniques
  • Assess current systems, tools and processes while looking for improvements
  • Interact cross functionally across Systems Innovation Team to execute work activities effectively
  • Plan and organize management meetings, town halls, cross functional team training (aka Speaker Series) as well as edit and publish our monthly newsletters
  • Establish and execute in-house marketing campaigns to highlight team’s accomplishments using Collaborate and other communication mechanisms
  • Audit and ensure established standards, guidelines and best practices are met for our project status reports and PMO activities
  • Interact with HRSS senior management and our partners on various chief of staff duties as the need arises
  • Champion Key Process Areas, VOE activities and execute action plans effectively
  • Demonstrated team player who is a self-starter, highly motivated and organized professional who drives work activities to successful on-time completion
  • Strong meeting organization and facilitation skills with expertise in presenting and inspiring cross functional teams
  • Excellent verbal and written communication skills with an emphasis on marketing
  • Ability to influence and effect change in a global, diverse, multicultural organization
  • Ability to multi-task and handle short-term deadlines & conflicting priorities
  • Creative and resourceful “out-of-the-box” thinker
  • Strong knowledge of MS Office, SharePoint and Collaborate
13

Business Planning & Analysis Group Manager Resume Examples & Samples

  • Utilizes comprehensive knowledge of multiple areas within technology to achieve technology objectives
  • Provides thought leadership in areas that are key to the business
  • Provides in-depth and sophisticated analysis with interpretive thinking to define problems, develop innovative solutions, and make recommendation that influence decisions of key business partners
  • Manages complex processes and reporting streams
  • Performs impact analyses on project activities
  • Leads integration of functions and partners with multiple senior management teams to meet goals and deploy new products and process enhancements
  • Solves the highest impact, highest profile problems with significant business impact through in-depth evaluation of complex business processes, system processes, and industry standards
  • Possesses a strong understanding of client core business functions
  • Contributes to technical direction and strategic decisions that directly impact the business
  • Develops relationships across the franchise
  • Actively participates in business policy formulation and planning with all levels of the organization
  • Partner with senior managers to perform the strategic evaluations, identify potential gaps and implement corrective actions to strengthen operational processes
  • Advanced level of experience in a CTI role
  • Subject-matter expertise in one or more areas of CTI
  • Broad-based knowledge of other functional and technical areas
  • Ability to exercise judgment and evaluate options under circumstances not covered by procedures or precedents
  • Ability to manage and execute an organized approach to work
  • Proven ability to be comfortable and adaptive with ambiguity
  • Ability to exchange complex information within team and with others
  • Analytical thinking and experience with data analysis tools and methodologies
  • Highly-motivated, strong performer with a proven ability to work effectively with virtual and remote teams
  • Planning and prioritization skills
  • Team-oriented and collegial approach to addressing challenges
  • Strong people, process, and business focus
  • Commitment to quality, attention to detail, and continuous improvement
  • Expertise with all MS Office products, including Excel, PowerPoint, and Word
  • Influencing skills are essential for this role, especially upwards into the senior management layer
14

Country Business Planning & Analysis Head Resume Examples & Samples

  • Perform BP&A tasks as per requirements of regional BP&A
  • Timely and accurately providing information as required by local management including
  • Strong knowledge of corporate financial management, including budgeting, forecasting and
15

Business Planning & Analysis Analyst Resume Examples & Samples

  • Will be responsible for developing and executing strategy to aggregate key data elements from disparate sources to enable a centralized view on branch staffing and service levels
  • Maintain and manage reporting platform ensuring reports developed and distributed on time
  • Ensure high degree of data quality and accuracy on all reports
  • Possess strong interpersonal skills for partnering with various levels of the organization and influencing results
  • Report Development: Extensive experience building superior analytical and reporting tools and dashboards using data visualization, such as Tableau/Qlikview
  • Operational Acumen: Past experience (educational or professional) in operations research a plus
  • Attention to Detail: Must have a high degree of attention to detail, specifically in ensuring all reports are accurate
  • Communication: Ideal candidate would be able crisply synthesize data into actionable insights for executive leadership
  • BS in Computer Science or related discipline required
  • Graduate degree preferred
  • Minimum of five years of direct experience with database and reporting tool development
16

VP Business Planning & Analysis Resume Examples & Samples

  • Build and manage the financial analysis function including consolidation and coordination and integration with business partners and Sephora Global Finance in Paris
  • Prepare financial plans/forecasts including monthly projections, annual budgets, Strategic Plan and other long range plans, plus any ad hoc strategic projections needed
  • Track and analyze financial and operational results versus forecast, plan and last year, investigate significant variances and communicate findings to management team with a focus on bottom line control and execution. Propose corrective action plans and follow their implementation
  • Develop and manage Real Estate modeling to support decision making related to all real estate deals
  • Oversee all analysis and oversight on Capital Projects/Budgets including NPV, IRR, and ROI. Support strategic partners in capital request briefs and manage the flow of Capital Expense Requests
  • Develop and maintain models and analyses to aid in the validation of existing forecasts, support strategic initiatives and help review critical financial decisions; support internal and external financial and management reporting
  • Facilitates short-term decisions to invest, spend, hire, etc. based on latest forecasts and risks assessments
  • Project and manage cash flow positions for forecasts including budgets and long range plans
  • Actively pursues new/innovative ways of business processes and improving analyses
  • Models leadership that represents the values of the organization – teamwork, balance, expertise, passion, respect for all, and take initiative
  • Manage a Team of 17 people
  • Supervise functionally and train the local BP&A teams in Canada, Latin America and Sephora Inside JCP
  • At least 10 years of professional experience in areas of finance, BP&A and/or strategic consulting
  • Solid background in Retail required
  • Experience with Real Estate analysis preferable
  • Experience within LVMH group preferable
  • Able to work on multiple projects and multi-tasking abilities
  • Excellent strategic and analytical skills
  • Deadline oriented
  • Must demonstrate strong interpersonal, organizational, and communication skills
  • Thrives on an environment that is fast-paced, rapidly changing, and customer service-oriented
  • Creative problem solver, contributes to new ideas and finds solutions to business challenges in operations and finance
  • Transparency & highest level of professionalism at all times
  • 6 Key LVMH Leadership factors: integrity & trust, action-oriented, drive for results, strategic agility, business acumen, motivating others
17

MTO Business Planning & Analysis Analyst Resume Examples & Samples

  • English
  • Minimum 4 years of financial analysis, reporting, budgeting, planning and/or accounting experience
  • Broad knowledge of accounting principles
  • Ability to work in a complex, matrix environment dealing with continuous change & occasionally conflicting priorities
  • Excellent business & finance acumen, strong analytical skills, presentation and communication skills required
  • Independent thinkers and capacity to maintain focus & composure. -Familiarity with General Ledger and reporting packages (JDE, SAP, Hyperion Essbase) or ability to learn quickly
  • Proficient with Microsoft Word, Excel, PowerPoint
18

Business Planning & Analysis Specialist Resume Examples & Samples

  • Provide quantitative and qualitative Analysis with the available support
  • Prepare periodic forecasts and accounting reporting to support all departments
  • Audit periodically Business and Financial Trend and help Sales and Marketing department identifying Business organization's strengths and weaknesses ensuring areas of improvement and cost optimization and (re)allocation
  • Administer budget process to measure actual finance performance by a transparent and clear resource allocation
  • Support the coordination and preparation of Budget, latest Estimate and Strategic Plan and summarize and present these to the management
  • Monitor and supervise main KPIs to support Sales and Marketing strategic decision
  • Cooperate with Sales & Marketing Department providing Spot Analysis to satisfy strategic needs
  • Audit monthly the cost trend for each departments and monitor budget variances
  • Finance degree in Business Administration or Finance/Accounting
  • Able to identify and analyze relevant financial information
  • Clear and logical approach to problems
  • Familiarity with Business Intelligence tools and with Microsoft Office Program
  • Strong identification with Celgene’s values
19

Director of Business Planning & Analysis Resume Examples & Samples

  • MBA from top tier school with focus on Finance or Business
  • 5 or more years of experience in a financial capacity
  • Background in Economics is preferred
  • Creative solver of unstructured problems
  • Ability to effectively synthesize data and clearly communicate actionable conclusions to others
  • Thought leader in analytical approaches to drive improved results
  • Advanced financial analysis skills with demonstrated expertise in complex financial model building
  • Experience working with senior executive team
  • Ability to frame, diagnose and develop cohesive plans for addressing complex problems and business issues
  • Self-starter / self-motivated / operate independently
  • Willingness to work long hours with tight deadlines
  • Able to work collaboratively and quickly build trust with colleagues, customers and stakeholders at various levels
  • Able to work across a matrix organization, business cultures and geographies
  • Ability to travel up to 20%
20

Cbna-o&t-business Planning & Analysis Senior Analyst Resume Examples & Samples

  • Analyze financial and management data on expenses and headcount to support O&T in achieving expense targets and drive performance
  • Monitors and analyzes key operational performance trends, key metrics on volume, unit cost, productivity and expense drivers
  • Presents trends and its resulting implications and suggests key actions and strategies
  • Publish of O&T Monthly Financials deck with continuous enhancements and alignment with Regional reports
  • GCB Operations Functional decks roll out for Core Operations, Credit Operations and CitiPhone, for management insights
  • Interaction with other managers and stakeholders to provide consultative support to planning, re-engineering initiatives
  • Preparation, review and consolidation of Transaction Services monthly accruals for expense levelling and Flash reporting purposes
  • Coordinates and prepares planning and forecasting for both expense and headcount for GCB Core Operations
  • Assist in the publication of the O&T newsletter
  • Consolidation of key highlights in various O&T functions and people updates
  • Assist in the preparation of adhoc presentation materials for Regional and Country reviews/meetings
  • Drive other O&T wide priorities as communicated during the year
  • 5 years of work experience in P&A role
  • Very good working knowledge of Excel/formulae
21

Business Planning & Analysis Intermediate Analyst Resume Examples & Samples

  • Minimum of 2-3 years of experience as data analyst/MIS analyst required
  • Experience with relational databases such as Oracle, SQL Server and Data Marts/Data Warehouses is essentialExperience with relational databases such as Oracle, SQL Server and Data Marts/Data Warehouses is essential
  • Proficiency with Microsoft Suite and SQL is a mustProficiency with Microsoft Suite and SQL is a must
  • Ability to present complex information in an understandable and compelling manner is required
  • Bachelor’s/Master’s degree in respective field is required
  • Experience in data mining tools would be an advantage
  • Experience using SAS, R or other statistical packages would be advantage
  • AML Compliance and Mantas knowledge would be a plus
  • Knowledge of the local/regional laws and regulations applicable to anti-money laundering is a plus
  • Previous experience with financial services companies is preferred (retail banking, small business banking, commercial, institutional, private banking) would be advantage
22

Business Planning Analysis Mgr GSC MTO Resume Examples & Samples

  • Deliver Financial and Strategic Target commitments: by driving robust financial performance planning, tracking and analysis, in partnership with Regions and Functions
  • Drive Value Creation by Continuous Process Improvement: identify/lead opportunities for business improvement, synergies, cost savings
  • Drive Compliance: lead and monitor compliance with NAM and CLC
23

Ccb-business Planning & Analysis Resume Examples & Samples

  • Delivery of timely and reliable financial and business-related reports for management decision-making and strategy development
  • Maintaining and enhancing MIS to track business drivers and performance
  • Delivery of timely and accurate sales report at RM level
  • Performing analysis on business and sales performance
  • Preparation of business review decks and other strategy and management decks as required
  • Preparation and monitoring of division budgets and forecasts
  • Effective cost management ensuring expenses are managed within budget
  • Administration of sales incentive schemes
  • Perform marketing support (e.g. perform campaign tracking and fulfillment)
  • Degree holder preferably in Accountancy, Finance, Business or numerate discipline with at least 5 years of relevant experience. Scope of responsibilities and corporate rank level will commensurate with the candidates’ level of experience and skill sets
  • Strong proficiency in MS Office especially Excel and Powerpoint
  • Knowledge and use of macros and VBA to automate reports will be preferred
  • Knowledge of database tools e.g. Essbase, PL/SQL will be an added advantage
  • Demonstrate strong analytical and problem solving skills. Ability to understand the drivers of the business as well as gather relevant MIS data to analyze and highlight the gaps and opportunities for the business
  • Strong team player with good communication skills and organizational skills
  • Ability to work with the various teams and functions within Commercial Bank as well as across the bank and region namely Country Finance, Regional finance, Regional CCB and Product teams
  • Resourceful, independent and self-motivated
24

Business Planning & Analysis Leader Resume Examples & Samples

  • Performs analysis to evaluate risks or opportunities; makes recommenda-tions to mitigate these risks
  • Ensures pro-active Business Partnering with FRA, Marketing, Sales,
  • Supply Chain and other Functions; supports implementation of smooth
25

Assistant VP-business Planning & Analysis Resume Examples & Samples

  • Regulatory compliance mostly indirect taxation and SEZ Returns/Meetings
  • MIS, Budget Preparation and tracking of the same
  • Accounting and tracking of various global and incountry allocations, making sure no long o/s invoices
  • Financial analysis and prepration for various MIS for meeting and interaction
  • Internal and External audits
  • Identifying and solving data quality issues
26

Business Planning & Analysis Associate Resume Examples & Samples

  • Overall financial planning : Budget / LE
  • Design and maintain early warning systems for financial tracking ensuring accurate advanced warnings for all Financial results
  • Proactively carries out value-added analysis on financial data supporting and testing data provided through close interaction with the business
  • Value-based performance management – Monitor performance compared to plan (e.g., BCS/KPIs, RF)
  • Decision support (e.g., investment requests up to a certain threshold, detailed analysis of marketing and sales programs and challenge returns)
  • Identify and manage key business risks and opportunities proactively
  • Design business processes which are in line with internal control standards
  • Ensure compliance with financial reporting guidelines
  • Key interfaces include: Head of BPA, CCFO, Country Head, FRA, BF and BU Heads, BD&L, Regional and Global Finance functions
27

Business Planning & Analysis Intermediate Analyst Resume Examples & Samples

  • Hands-on experience in Finance
  • Analytical and quantitative skills
  • Accounting Knowledge
  • Advance Excel and Power point skills
  • Commercial business experience
  • Citi systems and platforms
  • Business dynamics of various commercial products
28

Financial Analyst Business Planning & Analysis Resume Examples & Samples

  • Reporting and analysis in support of the Corporate COGS forecast process
  • Inspect forecast variances and provide analysis and commentary explaining the key drivers of the variances
  • Partner with teams spanning finance as well as sales and manufacturing to track and document the key inputs that impact the COGS forecast
  • Assist with the build-out of predictive forecast models that improve the accuracy of and visibility into COGS-related expenses
  • Perform analytics and generate reports/presentations that help make better informed business decisions
29

Graduate Business Planning & Analysis Resume Examples & Samples

  • Perform analysis as required to drive/support GTM activities such as competitive GTM activity (spending trends, website content/presentation, promotional offerings) and synthesis of syndicated and/or primary research
  • Assist with execution of GTM programs as directed by manager
  • May track/report program/campaign metrics versus predetermined goals/benchmarks
  • May develop/communicate closed-loop post-analysis of assigned programs
  • Perform marketing operations activities as directed, e.g., Siebel MRM/CRM, PO/accrual management, collateral fulfillment
  • BA or BS in Marketing or related field; MBA preferred
  • Marketing, sales and/or channel experience a plus
  • Knowledge of marketing principles, practices, tactics and tools
  • Strong written/oral communications
  • Ability to work as part of a team
30

Specialist, Business Planning & Analysis Resume Examples & Samples

  • Managing & building strong client relationships at an Investment Services and regional level
  • Ensure effective governance and control of EMEA Investment services aligned to Legal Entity, Regional and line of business governance approaches
  • Oversee and improve on effective and efficient change management processes, legal entity resourcing, marketing and communications and any other functions common to all Investment Services businesses
  • Cultivate a high performance culture within EMEA
31

Business Planning & Analysis Group Lifestyle Financing Resume Examples & Samples

  • Finance lead for product launches including financial planning, scenario analysis, competitive landscape assessments, and pricing support
  • Responsible for the preparation, monitoring and insightful analysis of financial and non-financial performance indicators to across Group Lifestyle Financing business lines to drive business growth and expansion
  • Provides timely, accurate reports and presentations to CFS Leadership Team and GLF Steering Committee
  • Identification of risks and opportunities, and issues of strategic importance to Group Lifestyle Financing; undertake a pivotal role in supporting annual operating plan and rolling forecast
  • Working closely with Product, GCAD and Risk teams on driving strategies for targeting, segmentation, customer acquisition and P&L maximization; developing advanced analytics capability to drive customer value
  • Preparation of monthly returns of MAS / Association Reporting (Visa / Mastercard)
  • Undertake ad-hoc projects which can include performance benchmarking against peers, consolidation and streamlining of processes and systems (regulatory and association reporting), and supporting investment optimization and expense reengineering initiatives within Group Lifestyle Financing
32

Principal, Business Planning & Analysis Resume Examples & Samples

  • Defines and develops analytical approaches to unprecedented and complex issues working with parties across the firm to develop solutions and then implements them into BAU. Solutions can include new metrics or reports to fill those gaps
  • Develops consultative partnerships with internal teams and leaders to understand their strategic objectives, key performance indicators and reporting requirements
  • Communicates with internal teams and leaders to stay abreast of organization and function operations and is familiar with company practices relevant to metrics, performance indicators, reporting protocols, etc
  • Leads special projects/initiatives that are of strategic importance for the function or business unit. Is a resource to more junior staff on complex or unprecedented issues. Is considered the technical leader for any ad-hoc reporting or project needs in the function or business
  • Collaborates with and supports senior leaders and their teams to ensure analytical and reporting needs are aligned, and supports business and operating results
33

O&T Business Planning & Analysis Analyst Resume Examples & Samples

  • University graduate; min. 2 years of working experience; business related major would be a plus
  • Goal oriented and able to work under pressure
  • Ability to manage numerous deliverables in a timely and effective manner
  • Fluency in both spoken and written in English and Mandarin
34

Business Planning & Analysis Segment & Channels Resume Examples & Samples

  • Responsible for the preparation, monitoring and insightful analysis of financial and non-financial performance indicators to across Consumer segments and channels to drive business growth and expansion
  • Provide timely, accurate reports and presentations for performance management
  • Provide value-added decision support and insights to business and senior management
  • Partnering with business/product teams, regional finance counterparts, OCBC group partners, and GCAD in driving and executing segment growth strategies
  • Key support for annual operating plan and rolling forecast
  • Preparation of regular accounting journals, regulatory reports and MI adjustments
  • Undertake ad-hoc assignments, including user acceptance testing for key projects
35

Business Planning & Analysis Analyst Resume Examples & Samples

  • Develop an understanding of MediaMath’s offering and financial position in the overall digital marketing landscape
  • Understand the financial processes and key performance indicators across the business that drive financial performance
  • Execute monthly budget close, revenue performance management, and client analyses through weekly and monthly deliverables to the Sales Leadership and the Executive teams
  • Assist the global Sales organization in revenue management, budget, and reporting processes, working alongside the Commercial Operations, Product, Accounting, Legal, and HR teams
  • This is not an exhaustive list of responsibilities. As part of our global technology team, you may be required to be work off-hours or be on-call on a rotating basis. Other duties may be assigned, as needed. MediaMath retains the right to change job duties at any time
  • Recent college graduate looking for an full time role in Financial Strategy or Operations
  • Background in Business, Math, Economics, or other related discipline
  • Highly motivated, self-starter who is comfortable working in a fast-paced environment
  • Strong communication, critical thinking, and decision making skills
  • Demonstrated knowledge of Microsoft (i.e. Pivot Tables, VLookups, SUMIFs, and other advanced formulas)
  • Excellent organizational skills and an ability to prioritize time-sensitive assignments
  • Excellent interpersonal and entrepreneurial skills to allow for mutual understanding of problems / business needs and development of cooperative solutions
36

Business Planning Analysis Resume Examples & Samples

  • Strong analytical and presentation skills
  • Fluent in written and oral English
  • Excellent communication and project management skills
37

Lead Analyst, Business Planning & Analysis Resume Examples & Samples

  • Bachelor’s degree or the equivalent combination of education and experience is required
  • 3-5 years of total work experience is preferred
  • Experience in securities or financial services is preferred
  • Methodical, highly organized, with superior attention to detail
  • Creative, flexible and resourceful; ‘can-do’ ‘roll-up-your-sleeves’ orientation
  • Strong computer skills, with specific need for expertise in Excel and Powerpoint
38

Lead Analyst, Business Planning & Analysis Resume Examples & Samples

  • · Bachelor‘s degree or the equivalent combination of education and experience is required
  • · 3-5 years of total work experience is preferred; experience in securities or financial services is preferred
  • · Excellent analytical, planning and time management skills preferred. Proactive and focused attitude with the ability to perform and succeed under pressure, consistently meeting deliverables
39

Business Planning & Analysis Group Manager Resume Examples & Samples

  • Oversight, coaching and career development of the team
  • Drives consistent financial processes across CCB Banker Sales Metric Reporting
  • Provides strategic leadership to drive consistency across Team Functions
  • Promotes collaboration and clarity across broad range of stakeholders around business results and issues
  • Leads analysis to support Team Leadership in understanding reporting dynamics and metrics that drive decision making
  • 10-15 years applicable experience
40

Business Planning & Analysis Supervisor Resume Examples & Samples

  • Produce management reports that can be used by the business within the agreed timeframe
  • Challenge relevant contributors to the budget process to ensure that all assumptions are robust and commercially sound
  • Responsibility for submission of Budget and Latest Estimate into Global reporting tool (FCRS, Clarity, NPMR)
  • Complete monthly SPC (Product Cost) analysis & highlight deviations
  • Complete analysis on Business Growth rebates
  • Make recommendations on customer level pricing to ensure value & appropriate discount offered
  • Contribute to driving productivity initiatives across the business
41

Business Planning & Analysis, Sandoz, UK Resume Examples & Samples

  • Business Planning and Analysis
  • Performs monthly reporting of actual results vs. target / latest forecast and reports on significant variances
  • Performs all analytics and planning tasks related to the business including target setting (Strategy Plan, Target), financial performance monitoring (Monthly Business Review, Latest Forecast) and proactive monitoring of Risks and Opportunities
  • Organizing monthly meetings with sales managers to discuss their product mix
  • Is a key driver of business performance and support to Senior Management; con-tributes to enhanced profitability, business growth and value delivery
  • Is responsible for planning, reporting, analysing and driving initiatives and projects to improve productivity supporting business growth
  • Collaborates as a strong team player with our main internal business colleagues
  • Develops and implements robust processes and controls to protect the business
  • Is accountable for high quality and timely information for internal and external use
  • University degree, preferably in Mathematics, Economics, Accountancy or Engineering
  • Relevant business experience in a major corporation
  • Driven personality and proven will to succeed
  • BW/SAP and Microsoft Office (PowerPoint and Excel) skills
  • Strong interpersonal skills, comfortable working with commercial departments and challenging where applicable
  • Track record of delivering on stretch objectives
  • Clear understanding of internal customer needs
  • Clear attention to detail and ‘right first time, every time’ mindset
  • Ability to operate with high level of autonomy while retaining full accountability for actions
  • Establishes and maintains professional working relationships
  • Documents more complex or unique issues and effectively articulates writ-ten conclusions; interacts with managers and SLT members to plan, negotiate and coordinate complex written findings
  • Works as a business partner with colleagues and customers