Director, Financial Planning Resume Samples

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A Kuphal

Adolph

Kuphal

5021 Sigmund Mountains

Phoenix

+1 (555) 751 9271

5021 Sigmund Mountains

Phoenix

Phone

p +1 (555) 751 9271

Experience Experience

Detroit, MI

Director Financial Planning

Detroit, MI

Schultz-Tillman

Detroit, MI

Director Financial Planning

Leadership of the FP&A team business partners consisting of two manager level direct reports, two principal level analyst direct reports, and three senior level analyst direct reports
Provide guidance and assistance to the Field Finance team and Operations Team in achieving each Business Units budget target
Work closely with all key 7 Year Plan Stakeholders to aggregate key assumptions including leadership within CHOP Finance, Hospital Leadership, Practice Plan Leadership and Research Leadership
Set overall Operating Budget process and timeline and communicate this to both internal Finance Leadership and CHOP Enterprise leadership to ensure a successful completion of the Budget
Develop strategies proactively to address issues or problems with the budget target accomplishment process and elevate issues of concern in a constructive manner
Develops and coordinates capital allocation process. Develops initial methodology, implements strategy and ensures ongoing coordination of the process
Develop the overall Base Budget model including volume, gross revenue, net revenue, and all operating expenses

Phoenix, AZ

Director Financial Planning & Analysis

Phoenix, AZ

Bailey Group

Phoenix, AZ

Director Financial Planning & Analysis

Oversee the creation of key marketing metrics that allow for initiative performance evaluations, including work involving marketing attribution analysis
Provide analytical support of key marketing programs and effectiveness
Development of key marketing dashboards and reporting to help effectively manage the performance of various initiatives or campaigns. Communicate findings and recommendations to top management and decision makers in both Marketing and Merchandising
Lead the annual budgeting and monthly forecasting process for marketing across the organization
Interact with senior management to keep abreast of function or unit objectives. Partner with direct reports, peers, vendors and management to interpret information and improve cross-functional processes and programs
Manage relationships between various functional groups to ensure alignment and “one voice” with regards to marketing and marketing analytics
Train and mentor staff to provide the highest-quality services and best results to internal business owners

present

New York, NY

Director, Financial Planning & Analysis

New York, NY

Turner, Koch and Luettgen

present

New York, NY

Director, Financial Planning & Analysis

present

Create management reports and variance analysis to provide insight on financial performances
Analyze recent performance and trends including monitoring and developing relevant key performance indicators (KPIs), to measure and monitor returns
Leads the development and implementation of process improvements to the finance function to improve operational efficiency and quality of output
Develops ways to continually improve the processes to ensure timely and accurate budget analysis and financial review for management team
Manage a team of managers and analysts who will provide analysis and support for GTM leaders and forecasts for consulting sales and revenues
Provide high level performance (dashboard) reports to Senior Management and Board of Directors
Develop comprehensive expense and working capital analysis, identifying areas of continuous cost improvement and efficiency

Education Education

Bachelor’s Degree in Finance

Northern Illinois University

Bachelor’s Degree in Finance

Skills Skills

Responsible for providing financial analysis, inventory and reporting support to the Sales and Finance Departments. Specific responsibilities will include
Strong knowledge of GAAP
Track record of career advancement, including growth in analytical roles
Excellent PC skills with a superior working knowledge of MS Office
Superior math, analytical and creative problem solving skills
Ability to model complex financial business scenarios
Excellent organizational skills and attention to detail
Possess strong oral and written communication and presentation skills
Motivated self-starter
Able to work well independently and cooperatively

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Director Financial Planning & Analysis Resume Examples & Samples

Oversee the creation of key marketing metrics that allow for initiative performance evaluations, including work involving marketing attribution analysis
Provide analytical support of key marketing programs and effectiveness
Development of key marketing dashboards and reporting to help effectively manage the performance of various initiatives or campaigns. Communicate findings and recommendations to top management and decision makers in both Marketing and Merchandising
Lead the annual budgeting and monthly forecasting process for marketing across the organization
Interact with senior management to keep abreast of function or unit objectives. Partner with direct reports, peers, vendors and management to interpret information and improve cross-functional processes and programs
Manage relationships between various functional groups to ensure alignment and “one voice” with regards to marketing and marketing analytics
Train and mentor staff to provide the highest-quality services and best results to internal business owners
8 years of relevant experience, including a working knowledge of a digital marketing environment
Strong analytical skills including marketing attribution analytics
Proven ability to translate requests into objectives, present clear and actionable findings, and communicate them both in writing and orally
Ability to partner and influence business leaders
Ability to manage cross functional projects
Advanced knowledge of MS Office ( Word, Excel, Access, PowerPoint, Outlook)

Director, Financial Planning & Analysis Resume Examples & Samples

Manage the tracking and reporting of actual receipts and disbursements against the plan. Reconcile direct method pacing to SAP cash ledger on a monthly basis
Reconcile the direct cash flow model to the indirect method and understand working capital movements monthly
Own the long term cash forecasting model. The model takes p&l inputs and derives cash flow estimates from standard assumptions
Own the transition of long term forecast by title into short term forecast by customer (with deduction rate assumptions). This includes researching historical deduction rates and proposing current quarter rate assumptions. It also includes communications with credit on short term receipts expectations
Communicate the roll-forward, direct, indirect and 5 week pacing schedules provided to corp
Manage physical and digital TV on DVD ultimates and FP&A annual budgeting and forecasting processes and communication of results to Executive team
Minimum 8 years of relevant financial modeling, analysis and reporting experience with at least 2 years of supervisory, forecasting and budgeting experience. Industry experience to include consumer products and packaged media/entertainment
Strong computer skills: MS Excel, PowerPoint, General Ledger (SAP preferred) and Database systems
Possesses the confidence and presence to interact and present at senior management and executive levels
Controllership mindset

Director, Financial Planning & Analysis Resume Examples & Samples

Prepare comprehensive financial analysis to assess alternative distribution strategies and to maximize the value of WWE content
Lead development of business models and operating plans for new content businesses
Build driver based financial models demonstrating projected income and cash flow and measuring project DCF/ IRR to evaluate business opportunities, including new, alternative distribution strategies
Create and implement mechanisms to report/ track new business performance
Monitor business performance and prepare presentations that communicate both results and operating issues to senior management
Conduct ongoing reviews of financial and operating results with management to insure that WWE's International business meets/exceeds financial targets
Analyze trends in key performance indicators and performance vs. peer and industry benchmarks, identifying and communicating key risks and opportunities
Review and assist with corporate business/investor presentations
Minimum of five years of FP&A experience with/for a global Media/Entertainment company
Working knowledge of the Media industry, including the value chain associated with global content production and distribution (versed in content rights and the economics of international cable/satellite distribution)
Working knowledge of Financial Software (experience with TM1 and/or comparable OLAP software and planning tools a strong plus)
Able to effectively manage financial processes and implement control procedures
Able to proactively gather and synthesize data from internal and/or external sources and guide the analysis of complex issues
Able to collaborate with and effectively influence senior management
Skilled in preparing effective presentations with clear narrative and impactful graphics
Team player with strong interpersonal skills, but also able to work independently with minimum supervision
Bachelor degree; MBA/MS a plus

Director Financial Planning & Analysis Resume Examples & Samples

Supervise and team of Financial Analysts
Direct semi-annual budgeting process
Provide strategic financial analysis and planning to the business on operational performance and processes
Work with business partners to design/execute business and accounting solutions to complex issues
Assist in the implementation of financial and operational systems and processes by partnering with company managers to plan, organize, motivate, and control resources to achieve highest possible ROI for system and process implementations
Develop, analyze, and interpret statistical and accounting information in order to evaluate operating results in terms of profitability, efficiency, and performance
Provide financial and operational driver analytical insights in helping drive Corporate success
Monitor effective financial internal controls to include the continued evaluation and establishment/ modification of policies and procedures as required
Assist in developing short and long term goals and objectives, including cost saving initiatives
Participate in design and development of management reporting, including dashboards and other on-going reporting
BA required, MBA preferred
5 plus years’ experience in corporate finance with background in analysis, planning and accounting
Preference for retail/direct marketing background
Successful supervisory experience

Director Financial Planning & Analysis Resume Examples & Samples

Manage monthly, quarterly and annual executive reporting of business drivers and financial results
Supervise a staff of 2-3 persons
Lead annual operating plan process for the Television & Entertainment segment
Prepare and review with executive management relevant internal and external benchmarking
Support the segment CFO with special projects, financial modeling and analysis of ad hoc business investment opportunities
Provide system design leadership as the company streamlines its next generation financial systems
Undergraduate in Finance or Accounting, MBA preferred along with 7-10 years of progressive experience in budgeting, forecasting and analysis for a company or significant division of a company; at least 5 years in a management position
Must possess and demonstrate high degree of financial, analytical and process leadership, competence and business acumen. Proven track record of teamwork, innovation and results in financial planning & analysis
Must be able to operate as a strategic leader and an executor that can communicate problems and solutions. Ability to interact with and influence people at all levels of an organization. Demonstrated ability as a self-starter with strong problem solving skills and the ability to think independently
Excellent financial modeling and analytical skills for budgeting and forecasting combined with a strong attention to detail and the ability to present complex information in a usable format to a diverse audience. Ability to build financial models and translate results into executive dashboard reporting
Excellent ability to work with senior executive team and manage and develop qualified staff while building trusting relationships and partnerships throughout the organization. Ability to define, implement and adhere to policies and procedures. Ability to work under strict deadlines. Excellent documentation and effective communication skills required
Computer skills: Excel, Power Point, Anaplan a plus

Director, Financial Planning & Analysis Resume Examples & Samples

Manage bi-weekly forecast process including production of company P&L, variance analysis and coordination with Division Finance Teams
Manage annual and seasonal budget process including production of company P&L, variance analysis and coordination with Division Finance Teams
Develop and manage 5 year company financial LRP model
Participate in initiative to standardize P&L metrics across all business segments
Develop monthly/quarterly reporting packages
Prepare financial presentations (Board of Directors financial packages) and various ad hoc analyses for Senior Management
Excellent excel and modeling skills are assumed
Able to effectively manage projects; results oriented and able to roll-up the sleeves in order to accomplish necessary tasks
Self-starter with proven ability to work well across and organization and as a part of a team
Proven ability to work effectively in fast paced, deadline oriented environment
Bachelor's degree in Accounting or Finance, MBA a plus
Strong understanding of financial accounting principles
Minimum 5-7 years of finance or accounting experience
Strong Microsoft Excel and PowerPoint skills are necessary
Essbase/Hyperion experience a plus

Director Financial Planning Analysis Digital Technology Finance Resume Examples & Samples

Significant operational Financial Planning & Analysis experience with a digital media/technology company or division
Strong external focus, ability to identify and interpret trends
Team player, with demonstrated formal and informal leadership skills
Background that includes the ability to think creatively and strategically while handling difficult and complex issues in a corporate yet dynamic environment
Management experience; coaching skills and dedication in developing team

Director, Financial Planning & Analysis Resume Examples & Samples

Proactively identifies and analyzes relevant financial information to distill key insights and develop recommendations to support business decisions
Work closely with VP Finance, Ops. & Tech. to direct analytical support and modeling including sales trending, competitive, green-light, forecast, and varied ad hoc requests
Financial Performance – Analyzes results of existing lines of business for trends by various metrics (operating income, cash flow, return on investment, economic profit) to advise management; proactively identifies risks and opportunities and makes recommendations, implements and assesses results to drive improvement over goals
Partners with business operators to develop annual operating plan and quarterly forecast submissions
Provide financial analysis for key operating decisions including planned roll out of existing titles (licensed and self-produced), talent deal negotiations, theater deal and capital purchases (lease vs. buy)
Supports VP Finance on quarterly meetings with each international finance and management team to review operating results and future projections. Address request from international teams for ad hoc financial information
Evaluate box office and P&L reporting packages to ensure they communicate the relevant issues and trends related to each production or area of the business
Creation of various presentations with VP Finance, Ops & Technology for senior DTG and Studio management
Proactively evaluate business activities and identify opportunities to drive efficiencies and efforts towards most valuable and growth businesses
Motivate, guide and develop finance team
7+ years of management experience, financial analysis experience in a dynamic environment, MBA
World-class analytics, problem-solving, data and technical capabilities
Strong interpersonal skills, with great influencing, partnering, and collaboration abilities
Experience managing of processes and projects that involve collaborating with teams across the organization
A passion for problem-solving and intellectual curiosity. Demonstrated analytical and problem solving skills with proven accomplishments, e.g., ability to develop and understand complex financial analyses
Extensive Excel and PowerPoint capabilities
Excellent oral/written communication and presentation skills, able to develop compelling and credible arguments, ability to tailor messages for the audience, articulate and clear
Experience with analyzing data and creating business models in a consumer-focused company (consumer goods, retail, or entertainment) a plus
Demonstrated ability to lead a diverse team, including the coaching and development of direct reports

Director Financial Planning & Analysis Technology Resume Examples & Samples

Solid financial and accounting skills with a CPA or MBA highly desired
Excellent analytical and process improvement abilities
Exceptional technical and written presentation skills; ability to work and communicate effectively with all levels of operations and senior management
Clear thinker, comfortable with balancing details, identifying trends and applying big picture thinking while adhering to tight deadlines

Director, Financial Planning & Analysis Resume Examples & Samples

Manage preparation of monthly financial reporting packages and analytical review of consolidated results
Coordinate with business unit leads to obtain meaningful variance explanations
Manage corporate deliverables
Manage preparation of capital budget tracking reports. Work with Program Management to ensure that program stays within budget
Develop internal capital labor rates for software development
Review and monitor capitalization of internal labor, consulting and hardware costs
Serve as Finance Lead to the Project Management Organization
Work with Operations to develop metrics, analytics, and measured results
Prepare ad hoc analysis and projects as needed
Manage staff of six

Director Financial Planning & Analysis Resume Examples & Samples

Perform analysis, provide insight and develop communications for a range of Global Financial Planning deliverables for Senior Management, including
Bachelors Degree in relevant field required, MBA strongly preferred
The ability to effectively communicate with all levels of the organization, both within and outside of Finance
Strong collaboration, team-focus, and active-listening skills
The ability to multi-task, prioritize and delegate
Proven ability to reengineer processes and effectively lead through change
Proven ability to effectively lead through change

Managing Director Financial Planning & Analysis Resume Examples & Samples

12+ years of experience in a financial environment applying analytical and problem solving skills
Bachelor's degree in Finance or Accounting; MBA or CPA preferred
High proficiency in utilizing Hyperion/Essbase suite, MS Excel, PowerPoint, and knowledge of relational database applications
At least 3 years management experience
Good understanding of US GAAP standards
Strong leadership, collaboration and communication skills; demonstrated ability to work with geographically dispersed resources

Director, Financial Planning & Analysis, Cnbc Resume Examples & Samples

Lead monthly and quarterly closes and estimate pacing routines, ensuring accurate and timely reporting to management, NBCU, and Comcast
Own SG&A budgets and track costs for adhoc projects; highlight risks and opportunities to ensure budget targets are achieved
Coordinate key NBCU and Comcast planning cycles – Long Range Plan, Budget, and key quarterly estimates
Provide standard and adhoc analysis; look for new ways to analyze the business and drive productivity
Partner with ad sales, affiliate teams to forecast revenue
Work closely with other members of the CNBC and Corporate finance teams to develop dashboards; drive focus on key performance drivers
Work closely with VP, FP&A and CFO to assess overall financial trends and develop appropriate financial action plans
Assist with preparation of key pitches for senior management, including monthly operational reviews, quarterly financial results, estimates and planning
Coordinate all tax, audit and Corporate requirements
Minimum of 8 years of relevant experience in financial modeling, planning and reporting
Solid business & media perspective with interest or experience in media industry
Strong computer skills including Excel, PowerPoint, SAP or other financial systems
Management experience a plus; coaching skills and dedication in developing team
Bachelor's degree in Finance, Accounting or related field
Strong interpersonal skills; ability to work and communicate effectively with all levels of operations and senior management
Continuous improvement attitude; ability to seek out and implement best practices
Strong time management skills, ability to handle multiple projects simultaneously in a fast-paced environment

Director, Financial Planning & Analysis Resume Examples & Samples

Detailed deal tracking for all executed deals in the covered markets, providing management with more real time analysis on how the deals are performing. This will provide BD with the right information them to start dialogue with their clients on over or underperforming deals
Preparing the deal approval papers and managing the local deal approval process
Bachelor of Finance or equivalent degree
Qualified Accountant degree is recommended (ACA, ACCA, CIMA, CPA or equivalent local qualifications)
Minimum 8 years of related Finance experience in a multinational organization
Proven ability to work under pressure and to meet deadlines
Self-motivated, can do attitude
Proven commercial business acumen

Director, Financial Planning Consulting Resume Examples & Samples

Performs supervisory activities, including identifying performance problems and seeking guidance for remedial action; reviewing performance and participating in interviewing and selecting staff
Plans, assigns, monitors, reviews, evaluations and leads the work of others
Coaches and mentors subordinates, identifies training needs and recommends appropriate development programs
Continually evaluates department structure and strategic plan, including future growth as needed, to promote overall efficiency while maintaining a commitment to excellent service
Establishes current year and long range and operational goals and objectives and ensures processes and procedures support efficient and timely work flow
Acts as a consultant to RJ financial advisors and their clients regarding financial planning concepts
Participates in Home Office Visits and By Invitation Only meetings for high net worth clients and prospects
Delivers presentations on financial planning services at RJ broker/dealer meetings, in RJ branch offices, and at industry conferences, as needed
May create and deliver educational content to home office associates and financial advisors through RJU and Raymond James Institute of Finance classes
May create content and present at conferences and programs attended by CPAs and attorneys
Edits and approves articles, white papers and/or bulletins related to various complex financial planning topics
Advanced concepts and regulations related to retirement planning, estate planning, business continuation, and financial planning
Company’s working structure, policies, mission, strategies, and compliance guidelines
Concepts, practices and procedures of the securities industry
Principles of finance and securities industry operations
Developing and implementing strategies and tactical plans; anticipating obstacles and defining alternative strategies
Preparing and delivering clear, effective, and professional presentations
Effective questioning and listening techniques
Constantly remaining aware of firm and industry best practices through networking and research
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and presentations
Balance conflicting resources and priority demands
Read, interpret, analyze and apply technical and compliance information
Resolve problems and use independent judgment in making decisions
Keep all appropriate parties up-to-date on decisions, changes, and other relevant information
Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives
Plan, assign, monitor, review and evaluate the work of others and lead high performance teams; coach and mentor others
Incite enthusiasm and influence, motivate and persuade others to achieve desired levels of customer service
Bachelor’s Degree (B.A. or B.S.) from four-year College or university in related field and seven (7) to ten (10) years of progressive responsibility in the financial, retirement and estate planning field, which must include at least three (3) years in a managerial role
Juris Doctorate in Taxation or Estate Planning preferred

Director Financial Planning & Analysis Resume Examples & Samples

Lead in the development and execution of the Company’s financial planning process including annual plans, monthly and quarterly forecasts, as well as its long-range financial plans in close partnership with the financial leadership team. This includes both the operating and capital budgets
Assist with the review and analysis of monthly, quarterly and annual financial performance of the business to determine key drivers impacting the Company’s performance
Lead the day-to-day management of the capital budget
Coordinate with the M&A team in understanding and modeling consolidated financial impact of acquisitions and partnerships
Aid in various ad-hoc financial analyses and projects and take a leadership role in the development of financial improvement initiatives and business cases for strategic initiatives

Director, Financial Planning & Analysis Resume Examples & Samples

Manage the financial planning and analysis function
Lead the annual operating budget
Manage the detailed forecasting process
Deliver in-depth analysis of performance relative to budget, LY and forecast
Provide insight regarding business trends and drivers utilizing internal and external data
Lead the preparation of quarterly presentations for the senior team and board of directors
Strategize new initiatives with cross functional leaders; support the delivery of new initiatives by developing models and analyses to project financial implications; identify risk and opportunities; report on results
Primary contact with senior management for financial analysis, internal reporting, planning and budgeting including sales and expenses
Develop strong partnerships with all department heads to ensure budget compliance and accuracy in forecasting
Track record of career advancement, including growth in analytical roles
Excellent PC skills with a superior working knowledge of MS Office
Superior math, analytical and creative problem solving skills
Ability to model complex financial business scenarios
Possess strong oral and written communication and presentation skills
Motivated self-starter
Able to work well independently and cooperatively
4 year degree in Business, Finance, Economics, Statistics, Mathematics; MBA preferred
8 + year’s experience in a related financial positions
Experience in a retail or other multi-location environment preferred

Director Financial Planning Resume Examples & Samples

Leadership of the FP&A team business partners consisting of two manager level direct reports, two principal level analyst direct reports, and three senior level analyst direct reports
A “business-minded” finance executive who has ability to go beyond the numbers in analyzing business matters
This person must have outstanding analytical skills and a a high degree of intellectual curiosity
The ability to provide thought leadership and engage with other senior leaders in addressing complex business issues
Experience in an environment highly recognized for driving continuous improvement and operational excellence
A demonstrated track record of building world-class teams
Ability to assess capability gaps, and build plans for addressing organizational needs within the finance function
A good listener with outstanding interpersonal qualities and a natural, effective consultative style
Someone who is sought out for their opinions and who can build close relationships, both internally and externally
An energetic, resourceful and hands-on individual with a strong bias for action
Someone who commits themselves fully to stretch goals and who is dedicated to delivering outstanding results
A combination of analytic rigor, conceptual ability, creativity, mental flexibility and judgment
An individual who possesses great communication skills and can present their views in a clear and compelling manner
An individual with strong leadership presence who works well with all levels in the organization
A highly motivated team player that contributes to a atmosphere where people collaborate to produce outstanding results
The ability to constructively reconcile differences in an open and positive manner
Someone who provides a good balance between risk taking and prudent judgment
Must be willing and able to “roll up the sleeves.”
Unquestionable integrity, credibility and character who has demonstrated high moral and ethical behavior
Results-oriented to ensure deliverables are submitted in an accurate, complete, and timely fashion
The desire and tenacity to grow within the organization
Ability to work well as part of a team
5+ years of FP&A Leadership at a global company
Technology or software sector experience (preferred)
Bachelor’s degree in Economics, Accounting, Finance or Business Administration (MBA preferred)
A CPA designation is not required, but will be considered a plus

Director, Financial Planning & Analysis Resume Examples & Samples

Prepare comprehensive financial analysis to improve production effectiveness and efficiency
Evaluate and drive changes to existing production processes
Lead development of models and budgets for the production of content that will be distributed on various platforms (i.e., television, digital media, Network)
Synthesize production expense drivers and prepare reports that highlight key issues and opportunities to improve efficiencies
Provide key analytics and research support; be a thought leader in the company’s continuing reassessment of its growth, investment, product offerings, and distribution strategies
Build programming cash flow and amortization models
Monitor ongoing business performance and prepare presentations that communicate both business results and operating issues to senior management
Conduct ongoing review of financial and operating results with management to insure the Company and business units meet and/or exceed financial targets
Review and assist with preparation of Company presentations for Board of Directors meetings, equity analysts, and investors
Minimum of five years of FP&A experience – preferably in Media Production
Working knowledge of media industry and financial software (experience with TM1 and/or comparable OLAP software and planning tools a strong plus)
History of working with and effectively influencing senior management
Team player with strong interpersonal skills, but also able to work independently with a minimum of supervision
Bachelor degree; MBA/MS preferred

Director, Financial Planning & Analysis Resume Examples & Samples

Serves as financial specialist and liaison to Customer Care and Conversion Marketing
Supervises one manager and part-time employee
10 to 12 years of professional experience in a financial planning / accounting / operations analysis position
MBA a plus
Ability to work with people and develop relationships across various functions and departments and at all levels
Strong communication skills; can summarize and present conclusions in succinct manner
Ability to work closely with departments to develop understanding of operations
Ability to work independently; a strong self-motivator
Organized & proactive, ability to multi-task, good verbal and written skills
Solid knowledge and understanding of accounting
Results oriented; shows significant initiative
Good public speaking and presentation skills
Ability to work independently and in a team environment
Ability to pay attention to details and be organized
Ability to project professionalism over the phone and in person
Ability to handle multiple tasks in a fast-paced environment
Willingness to take initiative and to follow through on projects
Spelling, grammar, proofreading and editing skills
Must have legal right to work in the U.S
Strong financial analysis and quantitative skills
Accounting knowledge
Computer skills (Excel, Access Database, Word, PowerPoint, Oracle / other reporting packages such as Hyperion)

Director, Financial Planning & Analysis Resume Examples & Samples

8 - 10 years financial management experience
Premium/Cable network experience is highly recommended
MBA Preferred, Bachelor’s Degree in Business/Finance/Accounting Required
Strong overall business/operational management skills
Strong Project Management skills necessary
Strong Microsoft Access, Excel & PowerPoint skills required
Must pay close attention to detail & follow-up
Proven self-starter with proven team management skills

Director, Financial Planning & Analysis Resume Examples & Samples

Lead monthly, quarterly, and ad-hoc forecasting worldwide, establishing and communicating process deliverables, and driving global execution
Proactively identify and implement process efficiencies to improve productivity and quality of forecasts
Partner with business leaders and finance community to identify revenue and expense key performance indicators, developing and adapting forecasting as necessary
Develop and distribute management level reports in support of business reviews
Drive global standardization of forecasting tools and processes
Direct both long and short range financial planning on a global basis
Ensure weekly, monthly, and quarterly reporting of financial key performance indicators

Director Financial Planning & Analysis Resume Examples & Samples

Assessing financial results, bottlenecks, while offering suggestions and implementing solutions
Provide management vital information for decision making on Board, Guidance, Projections, Target Setting
Develop and maintain information and financials used in Board, Audit Committee and Leadership meetings
Scorecard development and maintenance
Change management agent for all that is finance
Ad Hoc analysis as needed
Master's degree preferred. Bachelor's degree in finance and 6 or more years of work experience required
Strong communication, organizational, technology and leadership skills
Strong accounting knowledge, and problem resolution required

Director, Financial Planning & Analysis Resume Examples & Samples

Work within a highly matrixed structure and partner with the management team, brands, regions, and corporate, to provide value-added insight into the business
Develop financial plans and analysis for projects and link them to the strategic objectives
Assist in the preparation of the company’s long range strategic planning financial models
Develop comprehensive expense and working capital analysis, identifying areas of continuous cost improvement and efficiency
Support quarterly external reporting where needed, including earnings releases, earnings call support information and Investor presentations
Develop cross business financial analysis of trends and opportunities
Prepare analysis, insights/commentary and presentation material for monthly and quarterly management meetings
Provide analysis and insights which guide the development of presentations to the Board of Directors and the Executive Leadership Team (ELT)
Provide ad hoc financial analysis on behalf of the SVP of FP&A and the CFO

Director, Financial Planning & Analysis Resume Examples & Samples

Support the overall forecasting, budgeting and reporting processes of the division (including sales, margin, dilution, and inventory)
Manage parts of the month end process including sales allowances, expenses, and variance analyses in partnership with corporate shared services
Review monthly expense results with functional department heads; act as the lead finance business partner for expenses and establish a track record of clear communication and sound follow up
Manage the twice monthly operating expense forecasts including employee costs, T&E, distribution, and marketing expenses
Take the lead on sales allowance forecasting, maintenance, and reconciliations in partnership with sales, planning, and shared services
Prepare analyses for quarterly business reviews, annual budgets, and presentations for senior management
Assist in preparation of sales and margin reporting as needed
Support and prepare ad hoc analyses and special projects as needed
Anticipate needs of senior management and business partners, and prioritize efforts to deliver results
Establish and maintain strong business partnerships across divisional finance teams to promote teamwork and organizational alignment
College/University degree in Finance/Accounting or related field required
5+ years financial/accounting experience with major focus on planning and analysis
Wholesale apparel, accessories, and/or home experience in an operational finance role a plus
Strong communication and presentation skills (oral, written, and formal) with the ability to develop professional relationships with varying levels of management
Proven ability to manage multiple tasks and adapt to a changing, fast paced environment. Detail oriented with strong organization skills
Self-motivated, follow through with responsibilities and be accountable for results
Advanced competency in Excel and other Microsoft applications, experience with SAP, Hyperion/Essbase a plus

Director, Financial Planning & Analysis Resume Examples & Samples

Develop sales and revenue forecasts in coordination with the sales teams with a focus on deal type, mix and timing
Manage a team of managers and analysts who will provide analysis and support for GTM leaders and forecasts for consulting sales and revenues
Work with business operations team to analyze deal pipeline and renewal data in order to better forecast sales
Work with sales compensation team to optimize sales reporting and commission analysis
Work closely with accounting to determine ability to recognize revenue for projects “on-hold”
Coordinate closely with FP&A consolidation team to provide deliverables for board and management reporting
Oversee the preparation of monthly analysis that highlights the key drivers for variances vs. the Budget, prior Forecast and prior months related to revenue, COGS and contract value
Counsel business unit leaders on revenue related matters, including ad hoc analysis and large deal review
Serve as the primary FP&A liaison to management in the Accounting and Finance Ops orgs on revenue related issues
Lead the collaboration with peers in Accounting and Finance to perform ad-hoc analysis and to explain variances versus Budget, prior Forecast and prior months
Provide ad hoc support to business leaders for items related to sales, revenue and contract value
Look for ways to improve the accuracy and automation of the current Forecasting process
Present to CEO, CFO and key business leaders
Play a key leadership role in the Finance organization, including improving management reporting, mentoring team members and assisting with business optimization
Strong Excel, Powerpoint and Access skills, with particular focus on financial modeling and the use of advanced features of spreadsheets
Experience with a subscription based revenue model strongly preferred
Excellent interpersonal and organization skills required.Must be comfortable presenting to leadership
Looking for someone with a Bachelor’s degree and 8-10 years or more of job-related experience.MBA preferred

Director, Financial Planning & Analysis Resume Examples & Samples

Leads team and development of Finance Managers and Financial Analysts across the region. Travel required to 11 DMA's
Drive culture focused on big data and business intelligence to drive revenue and inventory optimization
Lead review of Affiliate performance and preparation of contract renewals
Serves as a channel for senior management to relay their financial planning and business needs/issues. Leads the preparation and review of budget materials for the executive leaders and manages ongoing reporting against budget and plan objectives
Participates in various corporate financial accounting projects, such as financial systems development and currency management programs
Ensures compliance with Federal SEC and state public financial reporting regulations, in which the company and its subsidiaries are subject to, by preparing SEC Annual and Quarterly reports
Develops ways to continually improve the processes to ensure timely and accurate budget analysis and financial review for management team
Develops and implements organizational policies to determine planning policies and instructions, financial planning methodology, and database design

Director, Financial Planning & Analysis Resume Examples & Samples

MBA required / CPA Preferred
10+ years of relevant finance and accounting experience
Ability to synthesize multiple inputs into a clear, concise, and useful recommendation
Experience within a DSD, CPG or Field Service Organization preferred
Excellent verbal, written and interpersonal communication skills

Director, Financial Planning & Analysis Resume Examples & Samples

Manage preparation of monthly financial reporting packages and analytical review of c
Consolidated results
Manage the financial process
Manage a staff of six
Bachelor’s degree with emphasis in accounting, finance or related field
10+ years accounting/reporting/finance experience
Experience with Aptio preferred
Working knowledge of Oracle, BPC, and Clarity a plus
Ability to manage multiple requests, assess priorities and consistently achieve deadlines
Strong analytical experience
Self motivated, self starter
Ability to manage and develop professional staff

Director, Financial Planning & Analysis Resume Examples & Samples

Work closely with the Financial Planning & Analysis team to define key financial and operational metrics (KPIs), analysis of business trends and management reporting
Develop financial plans and analysis that links to the strategic objectives
Establish budgeting tools, set timelines and act as project manager, ensuring all budgets are accurate, comprehensive and completed on time
Prepare the company’s long range strategic planning financial models
Manage quarterly external reporting where needed, including earnings releases, earnings call support information and Investor presentations
Develop presentations to the Board of Directors and the Executive Leadership Team (ELT)

Director, Financial Planning & Analysis Resume Examples & Samples

Lead the process for consolidating Media Group financial results, developing executive readout materials, coordinating efforts with broader Media Group finance organization
Present financial results and analytical insights to executive-level audiences
Key participant in the target development process forecasts, long range plans, and operating performance
Develop communications, timeline, and deliverables required for all reporting and planning cycles including all guidance to larger Media Group finance organization
Proactively seek out opportunities to consolidate reporting and analysis to develop centralized, consistent, and insightful reporting for leadership
Act as liaison with Cox Automotive’ s financial systems team to develop/improve financial tools and processes required to improve analysis and reporting
Lead a team of One( 1) Senior Manager, One (1) Manager, and Two (2 )Senior Financial Analysts

Director, Financial Planning & Analysis Resume Examples & Samples

Evaluate opportunities to improve business unit performance and analyze & report project profitability and return on investment, including the preparation of complex financial models (R&D project finance experience, feasibility studies etc.)
Lead development of the annual operating budget, long term strategic plan
Develop presentations that communicate the Company’s financial goals, operating results, historical trends to the Company’s senior management team
Review financial and operating results with management to ensure the Company and business units meet or exceed financial targets
Analyze trends in key performance indicators and performance vs peer/industry benchmarks, identifying and communicating key business risks and opportunities
Work with business unit and senior management to improve the efficiency and effectiveness of the Company’s budget and forecasting processes
Coordinate between business development, corporate & product strategy, investment case analysis and tracking and project profitability
Intelligent, enthusiastic self-starter with proven ability to manage business forecasting applies quantitative and statistical analysis to produce complex financial modeling to drive business decisions
15+ years’ corporate finance and/or financial planning and analysis experience
At least 10 years’ experience in R&D investment analysis(including ROI analysis) & project finance; ITC industry preferred
High level problem solving and reasoning skills required
Ability to work in a fast paced environment while managing multiple priorities
Team player, with strong interpersonal skills and sound business judgment
Master’s Degree in Finance/Accounting
Ability to travel on occasion (15-30%)
Chinese and English bilingual is preferred

Director, Financial Planning & Analysis Resume Examples & Samples

Minimum of ten (10) years of experience in financial analysis, financial planning and/or strategic planning
4 years management and supervisory experience
5 years’ experience in Timeshare industry
Ability to demonstrated advanced proficiency in Microsoft Excel financial modeling
Ability to demonstrate knowledge of financial measurement techniques (IIR, NPV, pro formas, etc.)
Ability to demonstrate acute attention to detail
Ability to demonstrate strong analytical and problem-solving skills
Ability to interpret and analyze financial statements
Ability to work with timeshare accounting concepts
Ability to work with all levels of management, including senior leadership
Ability to communicate in English, both verbally and in written form
Advanced Degree (Masters); Masters of Business Administration (MBA)
Certified Public Accountant (CPA); Chartered Financial Analyst (CFA)
Experience in real estate development
Experience with Hyperion Planning software
Experience with PeopleSoft ERP software
Experience with database management tools (Cognos, MS Access, etc.)
Experience in a National Public Accounting firm

Director, Financial Planning & Analysis Resume Examples & Samples

Assist the Senior Director in leading the forecasting, budgeting and reporting processes of the full P&L for the North America Ralph Lauren Stores and Hospitality businesses
Track performance metrics and proactively analyze and assess business opportunities to drive operational and financial performance
Support month end close process including variance analyses
Review monthly expense results with functional leaders; act as the lead finance business partner for cost center expense management and establish a track record of clear communication and sound follow up
Collaborate with the functional leaders to develop twice monthly forecasts
Prepare related analyses for monthly and quarterly business reviews, annual budgets and long range strategic plans; prepare related presentations for senior management and provide insightful analysis
Support decision making and provide guidance for Capital requests, Real Estate or other investment decisions; develop related ROI analyses
Identify trends, highlight issues and address problems to drive proactive financial management
Support and prepare ad hoc analyses and special projects
Anticipate needs of business partners and prioritize efforts to deliver results
Establish and maintain strong business partnerships across divisional finance teams to promote teamwork and organizational alignment including sharing best practices across divisions

Director, Financial Planning & Analysis Resume Examples & Samples

Direct the analysis of financial information to evaluate past and future financial performance
Analyze the impact of internal and external factors on the organization’s financial health and advise business partners on actions to take within their business areas
Partner with department leaders to define, track, and analyze key performance metrics
Coordinate with the accounting team to integrate financial analyses and performance into the annual budget
Validate and analyze projection assumptions in order to provide Senior Management with organization wide multi-year forecast
Create financial models to track, organize and report the organization’s strategic initiatives and recommend actions to improve performance of the initiatives
Prepare financial presentations and various analyses to Senior Management and the Board (Executive Committee)
Lead and implement changes to enhance management reporting and analyses
Collaborate with the accounting team for month-end and quarter-end close
Develop and maintain long-range financial models for individual department and organization-wide initiatives
Provide high level performance (dashboard) reports to Senior Management and Board of Directors
Consult with management using financial data and tools to meet their financial goals
Work on special projects and analyses
Additional duties assigned as needed

Director, Financial Planning & Analysis Resume Examples & Samples

Serve as a solid business partner to the US Marketing team
Help drive strategic planning with marketing leads to support demand generation and overall business growth
Lead development and analysis of detailed revenue planning, analysis and forecasting and related direct marketing costs
Deliver analytics projects and create business models driving key insights for making critical business decisions across all marketing initiatives
Be the subject matter expert on online and offline customer acquisition funnels and related performance analytics, as well as customer engagement dynamics; understand and analyze related market & channel trends
Provide thought leadership behind improving and automating existing data models and business intelligence efforts supporting marketing
Develops and maintains relationships with key department personnel, including Chief Revenue Officer, marketing SVP and his direct reports
Be prepared to discuss and present the financial forecast to an audience of senior executives
Bachelor’s degree in Finance or Accounting (MBA preferred)
Minimum of 8 to 10 years of professional experience in a financial planning / strategic advisory / operations analysis position
Strong leader who can partner with business leads to influence decisions on the business
Demonstrated excellence in financial analysis and financial model building
Proven ability to build relationships and communicate with peers, subordinates, executive management and other critical stakeholders
Strong quantitative, analytical, problem solving, organizational, communication and interpersonal skills are required
Solid self-motivator who is results oriented without losing sight of the big picture
Excellent time management and organizational skills, with the ability to prioritize and multi-task, and deliver under shifting deadlines in a fast paced environment
Ability to think proactively, operate with a sense of urgency, remain calm under pressure and identify critical issues with ease

Director, Financial Planning & Analysis Resume Examples & Samples

Coordinate monthly/quarterly and year-end close activities by ensuring accurate entry of close information in SAP for revenue and sell margin
Create management reports and variance analysis to provide insight on financial performances
Produce historical customer, segment and product profitability analysis and forecast future profitability
Produce and update monthly revenue forecast based on seasonality and customer trends, which is a key input for cash flow and buy side forecasting
Development of the annual budget and long-term plan, working closely with senior sales and finance executives
Advanced analytics on industry events such as industry consolidation, price inflation trends, regulatory policies/environment and M&A due diligence
Manage new brand and specialty launch pipeline and access financial impact
Effective business partner who can influence decision makers
Lead and develop a high-performing team of three
Effective business partnership
Experience with SQL server, pulling and interpreting data
SAP and BW COPA

Director Financial Planning & Controls Resume Examples & Samples

Manages tactical plans of business unit objectives and ensures cross functional teams achieve targeted measures
Coordinates communication and implementation of key decisions of business unit
Hires, trains, coaches, counsels, and evaluates performance of direct reports
Requires a BA/BS degree in a related field required
10 years of management experience with significant project management, financial planning, strategic planning and/or consulting experience in the health care industry
4-8 years of finance experience preferred but not required
Any combination of education and experience, which would provide an equivalent background

Director, Financial Planning & Analysis Resume Examples & Samples

Creating and maintaining department dashboards analyzing performance against key business metrics, including cost, revenue and margin targets
Analyzing specific financial and operational issues during the year, including ad-hoc analysis, modeling, and forecasting
Managing the workflow of the finance analysts
Bachelor’s Degree in finance, economics, business, or other related field
Drive to consistently meet objectives and maintain focus

Director Financial Planning & Analysis Resume Examples & Samples

Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals
Manage, mentor & train a team of Sr Financial Analysts
Master’s degree in Business Administration, Finance or Accounting and/or CPA
At least 5 years of progressive financial analysis and accounting experience
Experience in financial management and retail business operations with increasing responsibilities for multi-faceted direction and strategic planning
Experience leading and developing a team of high performers
Advanced Excel skills with ability to design and maintain complex financial models and to create high quality financial presentations

Director, Financial Planning Resume Examples & Samples

Develop long-range financial goals incorporating merchandise strategy with Omni DPM, supporting company growth objectives
Develop strategic seasonal and annual sales, margin and turn plans, facilitating innovative solutions and resolution of issues to align with company Business Plan with Omni DPM
Develop monthly vendor, financial class, and departmental pre-season plans for sales, markdowns, receipts, markups, gross margin, stock, and all financial metrics by channel and chain in PACE
Present Financial plans for all financial metrics. Communicate risk and opportunities
Analyze and measure the financial results on sales, margin and receipts opportunity at vendor, financial class, and department level. Develop "What If" scenarios and opportunity analysis to recommend and communicate action to the Merchandise strategy and tactics
Manage the Omni Financial Planning system entry for mapped Merchandise hierarchy
Develop self - attend ongoing professional development and training. Stay current on management best practices and develop skills necessary for advancement
4+ years of prior retail planning experience
Proven management skills
Excellent communication skills (both written and verbal) with ability to influence
Strong business analytical skills to achieve sales and gross margin goals

Director Financial Planning & Analysis Resume Examples & Samples

Drive financial reporting and analysis functions of large number of operational groups including variance analysis for revenue, expenses, and KPIs
Coordinate and analyze annual and quarterly budgets, operating plans, and forecasts
Work closely with Executive and Senior management to assist in setting performance targets and making strategic recommendations in addition to responding to requests for research and analysis
Develop presentations and recommendations for executive team and investors
Develop and maintain processes throughout the company to ensure integrity, usability, and standardization of financial and key performance metrics across multiple business lines
Monitor month-end closing activities; oversee accounting for cost allocations and other monthly or quarterly entries dependent on large amounts of qualitative input from across the company
Develop and implement new reporting trends and performance indicators that would support long term growth and strategic objectives
Evaluate new tools and other means to improve the accounting and reporting process
Directly supervise and train a team of 5 analysts
Assist on special projects including acquisition diligence
Report directly into VP of Finance and CFO

Senior Director Financial Planning & Analysis Resume Examples & Samples

Steer the creation of best-in-class analytical and reporting tools and processes from multiple (sales, brand) perspectives with a focus on clear storytelling, action oriented output and an ongoing drive for continuous improvement and ensure optimal alignment and high performance
Act as business partner and drive common solutions as well as transparency and speed of business analysis
Drive definition and implementation of operationally relevant KPIs and standard reports for ad-hoc, short- and long-term planning in line with global standards
Drive the planning and execution of the annual budgeting process
Manage and maintain best-of-class monthly and ad-hoc financial forecasting process in strong collaboration with commercial and marketing finance counterparts and tracks the actual development against the plans; Cornerstone is driving consistency and alignment of planning and reporting timelines and methodology for WE
Ensure standardization and harmonization of POS related analytical and reporting processes across WE (e.g. masterdata alignment, global vs. local system gap analyses and closure) with full understanding of related business impacts
Set up/ define/ improve/ innovate business processes/policies
Analyse proposed business opportunities, projects and other pending decisions to determine impact on company’s financial results and to identify ways to improve the economics for the Company and prepares post mortems on outcomes
Comprehensive business understanding, i.e. ability to define problems, collect data, establish facts and draw valid conclusions
Strong result orientation, i.e. determine and implement effective action plans
Desire and ability to work closely and collaboratively with other members of senior Finance leadership team at Market-, Country-Cluster- and Global level
Ability to coach, guide, manage and develop the multinational team
Ability to think strategically, synthesize the most complex data and develop innovative solutions within an entrepreneurial environment
High degree of cross functional stakeholder orientation and appropriate prioritization
Depth of theoretical knowledge and organizational practice or expertise across several disciplines
Familiarity with MS-office, SAP, Business Intelligence applications or other relevant adidas and industry Finance systems/analytical software
8-10 years of broad based operational finance experience with progressive responsibility in industry leading companies
5 years leadership experience
Ability to think and act strategically, synthesize complex data and develop innovative solutions within an entrepreneurial environment
Ability to effectively present information and respond to information requests from senior executives, stakeholders, cross functional business leaders, peers and customers
An integrating personality with a proven ability to structure, coach, guide, manage, align, motivate and develop complex teams (direct reports and broader team)
Excellent communication skills in order to negotiate with internal and/or external parties with possible divergent interests and with different business areas
Strong result orientation, pro-activity and ownership
High degree of stakeholder orientation and appropriate prioritization
Excellent analytical skills in order to analyze complex issues and to conceptualize new processes and techniques

Director, Financial Planning & Analysis Resume Examples & Samples

Overall accountability for the FP&A functions including analyzing financial data, creating forecasts, managing budgets, developing financial models that assist the company in both tactical and strategic planning and investment initiatives, and driving fact-based decision making
Prepare and manage the quarterly MSR valuation of the 3rd party serviced mortgage loans, including the quarterly attribution analysis and approved final valuations by legal entity and product type. Validate assumptions, inputs, outputs, and perform sensitivity analysis on the valuation. Reconcile all inputs back to the source servicing system
Develop analytical methodologies for evaluating, quantifying and forecasting business unit assets, revenues, and expenses based on business drivers and ability to explain the impact of strategies or changes in the business environment. This requires an in depth knowledge of the various capital sources and business areas and their strategies
Produce and disseminate timely financial information to senior management and other business partners. Ensure there is accuracy and integrity behind work performed
Work closely with the treasury department and provide information necessary to evaluate investments, bank strategies, debt structures and other financial activities
Assist treasury department with banking and debt agreements including covenant calculation and compliance
Monitor certain fund balances at various institutions and ensure controls are in place and compliance standards are met. Incumbent is responsible for escalating any breaches in a timely manner
Build strong internal and external networks with industry professionals
Manage and develop staff by providing guidance, training, and motivation. Management responsibilities include, but are not limited to, writing and delivering performance reviews, providing regular and ongoing feedback, and counseling employee performance as needed
Participate or take lead role in special projects and perform other duties as assigned
Bachelor’s Degree in Finance, Economics, Mathematics, Accounting or a combination of any of these discipline required
MBA, CFA, CPA or equivalent professional certification or qualification strongly preferred
5 plus years of diverse financial management experience in budgeting, financial analysis, valuation and modeling, risks and controls and experience in process improvements
Real Estate, Mortgage or Financial services industry experience strongly preferred
Knowledgeable in current and future policies, trends and information that could possibly affect the company and industry
Good understanding of accounting concepts and financial statements required
Experience effectively working across multiple departments to complete a project or resolve an organizational challenge
Experience working with treasury, departments, preparing analysis, covenant compliance calculations and working with debt and banking agreements
Demonstrated ability to function in a high volume/fast paced environment working with multiple and diverse responsibilities
Process development and documentation skills, to support control environment
Strong technical skills including Microsoft Excel, Word and presentation software
Strong written and verbal communications and coaching skills including the ability to effectively relate to and deliver presentations to all levels of the organization
Track record of strong people leadership and talent development
Ability to foster a culture of trust and strong work ethics and encourage vocal and candid discussions and feedback
Confident, open, and collaborative leader who can advise/challenge appropriately and build strong effective relationships across all levels of the organization and among the various business partners within Prudential. Someone who leads by example
Has good judgment and the ability to apply broad background and experiences to new situation, implement change and accountability mechanisms
A ‘hands on’ individual who is able to prioritize, multi-task, work to tight deadlines, display a sense of urgency, as well as be detail orientated but also understand the overall vision and strategy of the company
A creative thinker with strong analytical and problem solving skills is essential

Director Financial Planning & Analysis Resume Examples & Samples

Direct Support for Media Group Operations, Technology, and Product functional support
Serve as an advisor to our EVP – Operations, VP of Information Technology, SVP of Product providing financial and operational guidance and insights necessary to facilitate the business decision process
Interpret financial data, variance analysis, and key business metrics to identify trends and make recommendations based on risks and opportunities
Present periodic financial results and analytical insights to executive-level audiences
Develop improved linkage between Drivers/KPIs in our Operating plan with the expectations of our Financial planning
Provide ad hoc analysis of financial data, metrics and customer data to support business decisions and evaluation of new opportunities
Ensure all Corporate finance deliverables with regards to Month end, Forecasts, budgeting, and Long Range planning are timely and accurate
Develop communications, timeline, and deliverables required for all reporting and planning cycles for broader operations team including direct reports
Lead a team of 1 Senior Manager, 1 Manager, and 4 Senior Financial Analysts
Bachelor’s degree in Finance/Accounting or equivalent work experience in a financial environment. MBA a plus
Minimum of ten years of business management experience with strong focus in Financial Planning and Analysis
An independent manager with the ability to develop and lead a high-performing team of professionals
Strong analytics ability with track record of delivering results
Advanced MS excel skills required
Demonstration of strong written and verbal communication, interpersonal, analytical and problem-solving skills
Experience with Oracle, Hyperion Planning, reporting and Essbase a strong plus

Director, Financial Planning & Analysis Resume Examples & Samples

Work closely with Executives to build monthly, quarterly, annual and multi-year sales, revenue, COGS and contract value forecasts
Work with the sales and marketing leadership to prepare their detailed multi-year Budget
Improve upon the forecasting models used to develop multiyear sales, revenue and contract value projections
Looking for someone with a Bachelor’s degree and 10+ years or more of job-related experience. MBA preferred
Strong Excel, Powerpoint and Access skills, with focus on financial modeling and the use of advanced features of spreadsheets
Experience being a trusted Business Partner to senior leadership
Substantial experience with Hyperion Planning and Hyperion Essbase
Excellent interpersonal and organization skills required. Must be comfortable presenting to leadership

Director, Financial Planning & Analysis Resume Examples & Samples

Connects the big picture, understands the business and manages complexity across deliverables
Optimizes work processes and aligns work to outcomes
Focuses on key internal clients and their needs at senior levels
Operates well in ambiguity and is resilient in changing situations
Adapts style to be effective in different situations and challenges
Works effectively together through engagement and influencing others, collaborates effectively and optimizes talent
Excellent financial and business analytic capabilities
Advanced skills in Microsoft Office in support of Executive and Board materials
CFA/CPA with 8 to 10+ years of Insurance or Financial Services industry experience
Additional qualifications would be beneficial (i.e. MBA)
Progressive roles across Corporate Finance and/or Business Unit/Profit Centre Finance teams

Director Financial Planning & Analysis Resume Examples & Samples

Develop and lead annual budgets, reporting and quarterly forecasting process. Participate in the development of standardized processes/tools to support these initiatives
Assist in the development of the company’s strategy with the Executive team to drive long term shareholder value
Develop tools and utilize existing reporting platforms to analyze company revenue, margins, expenses and profitability results and KPI's
Work with operational leaders to drive continuous operational improvements & performance in the business
Provide technical expertise and advice on financial issues to functional or operational areas managers to help them develop revenue and expense budgets, understand financial reports, and manage their financial responsibilities
Uncover and help deliver on revenue maximization or cost reduction opportunities partnering with operational leaders
Partner with the Sales team to drive growth initiatives through target market studies, reviewing customer trends to maximize future sales, including supporting the sales incentive plan
Develop and maintain customer scorecards to ensure clarity of performance and to drive high customer satisfaction
Direct, manage and participate in the development and preparation of ad hoc financial analyses
Advise senior management on financial matters and on the potential impact of current and future laws and regulations on the operation of the organization
Bachelor’s degree (BS/BA) from four-year college or university and 10 or more years’ related experience and/or training; or equivalent combination of education and experience in finance
Master’s Degree preferred
Contributes to business sustained growth through leadership and functional expertise
Exhibits an in-depth understanding of the strategic company plan through alignment of goals, objectives and work performance
Initiates, leads and evaluates implementation of functional programs across major business areas
Provides proactive strategy development for a functional discipline / strategic development of long term policy for a business unit
Supports strategic direction with team motivation, coaching and comprehension
Demonstrates high critical thinking and reasoning skills and strong attention to detail while working in a fast paced environment that requires ability to prioritize and multi-task
Analyzes and/or organizes complex information with broad direction. Identifies trends
Continually contributes to the company’ culture of high employee engagement and customer satisfaction
Advanced with Microsoft Suite, including Word, Excel, PowerPoint and Outlook

Director, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s degree in finance, accounting or equivalent
MBA and / or advanced certification (e.g. CPA) preferred
Minimum of 10 years of relevant experience
Broad expertise in financial planning, budgeting, forecasting and financial operations analysis
Broad knowledge of best practices in financial analysis, accounting and reporting requirements
Broad knowledge of Hyperion systems (Essbase/Planning/HFM)
Expert written and verbal communication skills and strong project management abilities

Director, Financial Planning & Analysis Resume Examples & Samples

Lead the FP&A team to support the role requirements, including direct supervision, performance feedback & evaluation, skill development, and leading projects that improve productivity & job satisfaction
Timely & accurate monthly reporting of the balance sheet and income statement by legal entity for the consolidated CIA business, in partnership with the Director of Accounting
Analytics of financial results at a meaningful level of balance composition for the balance sheet, and the revenue and expense accounts. The actuals analysis should include but not be limited to variances to prior year, budget, and forecast
Timely & accurate monthly forecasting of the balance sheet and income statement by legal entity for the consolidated CIA business
Analytics of the forecast at a meaningful level of balance composition of balance sheet and the revenue and expense accounts. The forecast analysis should include but not be limited to variances to prior year, budget, and forecast
Analyze data for reasonableness & review variances by considering sources, current business activities and historical trends prior to providing analysis to business stakeholders
Forecasts should be inclusive of risks and opportunities that are clearly articulated to the business leadership team and global finance team, clearly showing the linkage between the operational action and the financial impact of that action
Analysis of actual results and forecast that provides tangible recommendations the business leaders can take to improve sales, margins, and cash flow through investments in capital & resources
The primary business partner supporting the Vice President of HR, the Vice President of IT, and the Vice President of Marketing. From time to time the Director will be required to act in the role of the Vice President of Finance supporting the President of CLARCOR Industrial Air for business continuity when the Vice President of Finance is unavailable
Partner with CLARCOR Corporate Controller’s team and the Director of Accounting for CLARCOR Industrial Air to ensure results are reported in compliance with US GAAP and in compliance with CLARCOR Company accounting policies
Generate ad hoc analysis to support strategy development and business performance analysis. Analysis should be self-identified or completed at the request of leadership
Lead the consolidated business annual budgeting process, strategic planning process. Complete monthly supplemental reporting templates required by CLARCOR Headquarters
Lead weekly financial pacing meeting with business leadership team. Consolidate inputs from across the business into a meaningful analysis that includes actuals and the to-go forecast for the month and the quarter to historical data and to the budget
Provide weekly update to CLARCOR Headquarters on the current forecast, articulating the drivers of any change in the forecast as well as the business risks and opportunities
Identify and lead projects that improve the financial results for the business as well as productivity projects within the finance team
Bachelor’s degree Finance or Accounting from an accredited university plus a minimum of 8 years in finance or accounting
Demonstrated ability to be self-directed with accountability to multiple stakeholders, and a team player
Demonstrated ability to identify business opportunities or needs and takes initiative to capitalize
Demonstrated ability to develop & implement solutions to business issues outside of domain expertise
Highly proficient in Microsoft tools, particularly Excel and Powerpoint
Demonstrated ability to take voluminous amounts of financial data and develop a meaningful analysis that can be effectively presented to the executive team in a short period of time
Demonstrated ability to present to senior leadership a clear, concise, and articulated message
Demonstrated strong business writing skills in the preparation of written business memos, proposals, or reports to senior leadership
A results oriented, process thinker. Organized & strategic approach to problem solving
Ability to effectively manage a team of direct reports. Provides development feedback and coach / develop skillsets to build capabilities of the team
Strategic thinker and change agent with demonstrated influencing skills in a global environment
Strong interpersonal skills, communication skills, and demonstrated ability to influence business leaders and peers to achieve optimal outcomes while building relationships
Ability to interpret business leader’s vision & translate into tactical actions that are then executed on
Ability to travel regularly as required (including international)
Ability to accommodate meetings in multiple time zones as required by global leadership team
Ability to accommodate varying levels of workload and working hours within fixed deadlines
A team player having the ability to interact effectively with various functions across the CLARCOR Industrial Air business, network across business units and work in a matrix organization
5 of the years at an industrial products manufacturer
CPA or local equivalent preferred
Oracle ERP general ledger experience
COGNOS Business Intelligence reporting tool experience
Experience in cash flow management and tax
CPA, 2 years in balance sheet role, 2 years with income statement responsibility
3 years in financial auditing, preferably with a Big 4 accounting firm

Director, Financial Planning & Analysis Resume Examples & Samples

5-10+ years of financial analysis experience, required
Experience in a restaurant or retail environment, preferred
Excellent interpersonal communication skills and ability to explain complex topics in a clear, simple, and concise manner
Advanced Excel skills, required

Director, Financial Planning & Analysis Resume Examples & Samples

Proficiency in Microsoft Excel financial modeling
Acute attention to detail
Experience in the Timeshare/Hospitality and Leisure industry

Senior Director Financial Planning & Analysis Resume Examples & Samples

Bachelor's degree preferably within Finance or Accounting
Experience developing and managing strategic financial projects/programs
Proven success in building effective business partnerships at the senior level
Strong ability to influence and provide strategic recommendations to C-suite decision makers
Must have strong quantitative and analytical thinking skills
Prior change management experience with success in leading a team of 10+ employees
Knowledge of accounting GAAP principles
M.B.A/CPA preferred
BW HANA COPA
BPC
Tableau,
MS Excel and PowerPoint

Director Financial Planning & Analysis Generics Resume Examples & Samples

Ability to lead and balance multiple projects in various stages of completion
Knowledge of GAAP accounting principles
Excellent communication skills, verbal and written
SQL preferred

Director Financial Planning & Analysis Resume Examples & Samples

Advance MS Excel and PowerPoint
Experience using ERP tools such as SAP, JDE, or Oracle
BW COPA

Director Financial Planning & Analysis Resume Examples & Samples

Bachelor’s degree preferably within Finance or Accounting
Exceptional knowledge and ability to analyze financial statements, forecasts, month end close, budgets, etc
Advance level experience in building and revamping Financial modeling using MS Excel
Knowledge of GAAP Accounting principles
Prior experience using an ERP system such as SAP, JDE, Oracle, etc
Ability to adapt, prioritize, and meet tight timelines for adhoc projects
SQL experience is nice to have

Director Financial Planning & Analysis Resume Examples & Samples

Lead in the development of a monthly and quarterly forecasting tool for the full profit and loss statement for each business segment
Lead in the development and deployment of a monthly expense dashboard providing trends, key performance metrics, and commentary regarding variances to plan and prior year
Develop a robust expense forecasting tool identifying risks and opportunities. Assist with headcount planning and assessment
Analyze expense detail and identify areas for process improvement and cost reduction opportunities. Identify, assess and maintain appropriate expense accruals
Design, develop and utilize financial modeling methodologies to support strategic initiatives, business development and other investment opportunities
Develop, enhance, and support the annual budgeting process and existing tools. Leverage KPI reporting to offer constructive challenge
Assess and enhance expense allocation methodologies
Compile and analyze data to be included in quarterly executive reports. Identify and perform focused analytics of key performance drivers
Develop and demonstrate solid command of the operational and financial context of the business
Provide analytical support to help department owners track and manage performance. Communicate results and drivers as a trusted business partner
Track industry and peer metrics to develop insight on competitor trends
Minimum 7 to 10 years of progressive experience in the insurance industry with an advance understanding of all processes associated with financial planning, analysis and reporting
Must possess excellent analytical, financial modeling and presentation skills with an ability to analyze and interpret data and develop actionable recommendations. Strong attention to detail
Ability and desire to roll up sleeves and be hands on. Be a “Do’er”. Maintain a sense of urgency and wind sprint to identify and resolve issues. Action oriented and strong work ethic
Structured, organized and innovative thinker
Function independently in a flat organization
Advanced PC skills and demonstrated ability to work with and build databases
Present well and communicate clearly and effectively to all levels
Operate effectively in a culture that promotes collaboration, execution, humility, thoughtfulness and leadership

Director, Financial Planning & Analysis Resume Examples & Samples

Strong analytical skills, be a strategic thinker and proficient in modelling in-depth analyses from the ground up
Effectively communicate complex analyses and data-heavy insights to senior level staff on a monthly basis
Self-driven. No hand-holding in this role. You’ll drive the process from end-to end with superior organizational skills and solid follow-through skills
Evaluate financial planning and forecasting tools for implementation within the first 30 days. Manage the end to end implementation process
Analyze monthly and quarterly financial results: actual to budget / forecast variance analysis on P&L
Manage all aspects of financial analysis including developing company-wide annual budgets and monthly forecasts for P&L, balance sheet and cash flow
Collaborate with the Analytics team to utilize Domo (BI tool) to create and maintain visualizations to enable management to make data driven decisions by providing clear and accurate financial summaries
Develop financial models and analysis to support business development, marketing and other strategic initiatives
Support month-end financial close
Systems implementation experience
Minimum 5 years of business decision-driven analytical managerial role
Expert level with Microsoft Excel, Business Intelligence and Forecasting tools (Domo experience a plus)
Extremely flexible, proactive, highly organized, ability to shift priorities, and able to multi-task

Director, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s degree in BA/BS in Finance/Accounting/Statistics or other quantitative discipline
MBA Required
15+ years of experience in Financial Planning Management
10+ year’s supervisory experience
Subject Matter Expert with an enterprise budgeting and reporting system/tool – Profix, Hyperion Essbase, Oracle, Cognos etc
Strong analytical skills are essential for the role
Expert in analyzing large quantities of data in order to form and communicate a crisp view of the global account performance landscape
Continuously advising the account leadership team on expected financial performance vs. plan based upon analytics such as trend analysis and modelling of forward looking scenarios
Ability to effectively provide clear financial modelling and advice to support business decisions
Detailed analysis of financial performance in order to determine cause and effect correlations
Developing financial forecast scenarios for account performance based on information such as sales pipeline, resourcing, etc
Assessing the drivers of financial results with constant focus on improvement and rapid course correction where necessary
Able to work in a self-sufficient manner, operating across multiple projects and priorities
Understands the commercial drivers of account performance
Focuses on solutions that drive continuous improvement of account performance
Synthesizes and communicates detailed financial information in support of an effective decision making process
Demonstrates the ability to apply a forward thinking customer focused lens to developing business solutions
Utilizes sound financial practices to support operational decisions
Forms and communicates a clear and concise view of financial performance
Drives interactions that build trust and manage expectations with all stakeholders
Demonstrates the ability to challenge assumptions and decisions in an appropriate manner
Demonstrates appreciation and respect of varying cultures – both corporate and geographical
Integrity/Solid business judgment
Problem solving and the ability to assess business issues and opportunities
Organizing/ Planning/Self motivated
Strong People Management
Must be great with people and able to communicate clearly and effectively with Financial, Operational and other C-level Executives. A combination of intellectual agility and enthusiasm, providing expertise in integrating communications with all functional areas that drive organizational performance and operational processes to meet business needs across the organization; manage complex issues

Director Financial Planning & Analysis Resume Examples & Samples

Minimum of eight years leading complex integrated planning efforts and analysis
Ability to effectively present information to senior management or public groups
Highly analytical with excellent financial and business acumen
Advanced proficiency with Microsoft Excel and Powerpoint

Director, Financial Planning & Analysis Resume Examples & Samples

Responsible for brand P&Ls, forecasting, analysis, new product introductions and renovations within the Regional and Proprietary business
Manage Monthly Close and Forecast Process including analysis of variations vs. PY and forecast, reporting, and management of the Marketing budget tracker
Partner with Cross-Functional team as part of the S&OP Process to gain alignment and understanding of volume forecast changes and translate into Monthly Forecast updates
Manage Innovation and Renovation P&Ls by working closely with Brand, Supply Chain Finance, Logistics Finance, and Plant resources, driving to meet the required Margin targets
Facilitate Aged Inventory tracking and reviews to ensure minimal P&L impact and forecasting for expected effect as issues surface
Perform Ad-Hoc analysis and Board of Directors and Monthly KPI reporting as needed
Responsible for assisting Marketing and Finance Leadership in analyzing and providing viewpoints on rollout of key Marketing initiatives
Provide Brand management with timely, relevant, and accurate reporting and analysis on an ongoing and ad hoc basis
Advise on risks and opportunities for the assigned brands
Manage two direct reports, including a manager and senior financial analyst
7-10 years of progressing financial reporting and analysis work experience
Self-motivated individual who can adapt to changing circumstances
Must be a strategic thinker, not purely a numbers person
Strong financial acumen and understanding of accounting/finance principles
Strong analytical, leadership, inter-personal, and communication skills, with the ability to transform data into insights and influence others
Ability to operate in a dynamic, fast-paced environment, both independently and with a cross-functional team
Adept multi-tasker who can prioritize and manage multiple requirements with tight timelines
Strong technical skills with variety of systems, especially Excel and PowerPoint
Bachelor’s degree in Accounting/Finance/Business, MBA strongly preferred
Consumer product experience a plus

Director Financial Planning & Analysis Resume Examples & Samples

Provide strategic direction and management oversight to the Planning and Analysis department
Responsible for operating/capital budgets, strategic planning, and various operational and financial analyses that enhance the service experience and profitability of the property
Direct the Financial Analysis and the Workforce Management teams and oversee the day-to-day operation of both departments
Assist the VP CFO with preparing and managing the property strategic plan
Identify, track, and analyze profitability enhancing initiatives
Oversee preparation of annual/monthly forecast, profitability analysis, comparative analysis, trend analysis and other analyses pertaining to evaluation of all operating departments’ performance
Manage the company’s capital expenditure funds and reviews capital expenditure requests from divisions/departments
Oversee staffing, payroll and operational efficiencies in all departments; make staffing level recommendations based on volume
Establish productivity standards and monitors department Full Time Equivalent (FTE) budget
Review/approve department requests for staffing/headcount/FTE changes
Prepare special reports and analyses at the direction of VP CFO and President
Review and analyze marketing channel pro-forma and profitability
Perform analysis and presents recommendations to assist upper management in making operational decisions to the VP CFO
Assist corporate and sister properties with special requests
Other ad hoc projects and job related duties as requested
Financial Planning and Analysis Manager
Workforce Management Manager
Other departments/responsibility under review
Bachelor’s degree in Business/Hotel, Accounting, Finance or Economics
Must have at least seven years Accounting/Financial Planning experience with at least four years of management/supervisory experience
Effectively communicate in English, both oral and written forms
Must have an advanced working knowledge of Microsoft Excel
Well organized and able to prioritize
Excellent skills in Microsoft Office and presentation software
Must have a professional appearance and demeanor
Interpersonal skills to effectively communicate with all business contacts
Ability to effectively communicate in English, in both oral and written forms

Director Financial Planning & Analysis Resume Examples & Samples

Financial and operational segment and consolidated reporting
Annual consolidated financial budgeting and multiyear forecasting
Corporate and business unit financial analysis, M&A support
Facilitation and coordination of consistent segment reporting to external investors, internal constituents and the Board of Directors
Ad-hoc analysis for various internal and external constituents
Modeling, M&A analysis and capital structure considerations (approximately 10 such transactions over the last three years)
Bachelor’s Degree in Accounting or Finance, or equivalent work experience
Eight plus years of progressive accounting / finance experience
Prior team leadership and global reporting experience
Experience working closely with senior level executives across multiple functions
Ability to work in a fast paced, dynamic and geographically dispersed environment
Strong analytical, problem solving and critical thinking skills
Ability to understand and easily articulate GAAP and Non GAAP reporting considerations
Private equity portfolio company reporting experience
CPA and / or CFA distinction
Prior capital structure transaction experience (debt and / or equity)
IBM Cognos TM1 experience

Director, Financial Planning & Accounting Resume Examples & Samples

Play a primary role with invoice processing, purchase order and vendor creation/maintenance across multiple company codes
Performs essential accounting close responsibilities, including preparation, analysis, and review of account balances and by-title cost allocations and reporting
Calculate, journal and report episodic revenue allocations for partner deals such as YouTube/ Zefr
Primary liaison to outside accounting, auditing and procurement
Review accounting team members Journal Entries and post
Performs monthly Operative One (CRM) billing vs. SAP variance reconciliation to properly account for and report on revenues recognized outside of the billing system. In conjunction with reconciliation, analysis is performed to categorize and report revenues by Sales Team and type
Manage new client request forms
Run D&B stats for new client
Manage client credit check process by calling on references and documenting comments
Identify process efficiencies and articulate improvements to VP
Reach out to past due clients as necessary
Work with WB legal and Corp. if client is non-responsive
Manage and book quarterly bad debt expense
Work with Sales Account Execs to help with client communication and response
Manage the financial planning and forecasting function for Digital Media Sales
Partner with the division stakeholders to develop financial analysis, models, budgets, and forecasts to optimize business decisions
Acts as sales support liaison supporting the Digital Media Sales department staff
Bachelor’s degree in Accounting and/or Finance required
CPA or CPA candidate highly preferred
Advanced proficiency in Excel required
Advance knowledge developing & utilizing pivots and lookups on Excel required
General knowledge & understanding of accounting principles required
Thorough knowledge of the general ledger closing process required
Understand the principles of accounting (GAAP) required
SAP or other ERP system experience required
Understanding of “Studio System” and/or Entertainment Corporate Culture
Approximately 12 to 15 year experience performing the job duties of this position is required
Prior Entertainment/Studio experience preferred
Must be able to pay attention to detail
Must have ability to succeed in a team environment
Must have ability to adapt quickly and learn new tasks independently
Must be able to handle multiple projects, tasks and data points
Must be able to work with members of Digital Senior Management
Must be comfortable speaking in front of large number of employees during presentations and weekly sales calls

Associate Director Financial Planning & Analysis Center of Excellence Resume Examples & Samples

Bachelor’s degree in an analytical, financial or business related program
Minimum of 5 years experience in Financial Planning and Analysis
Expertise in financial analysis and modeling and data management
Proven ability to partner with business or finance teams
Experience with all aspects of the financial reporting cycle including development of annual business plan, financial projections and operations expense management
Hands on approach and proactive attitude
Ability to drive new processes and innovative projects
Strong working knowledge of financial systems (SAP BI, Hyperion), high level of proficiency in MS Excel

Executive Director Financial Planning & Analysis Toys Resume Examples & Samples

Strategic Planning and Business Analysis
Develop in-depth analyses to identify strategic and growth opportunities including market potential, business plan development, and financial implications
Support the crafting and refinement of the businesses goals and growth strategy; beyond financial
Develop long range plans as part of the leadership team: business scope, market assessment, competitive landscape, value drivers/proposition, product/service offerings, and target markets
Assess, value and prioritize potential new and current business initiatives
Develop and maintain financial models to support the decision making processes of the TG&E Sector
Work with corporate teams to evaluate new business opportunities: determine resource requirements, opportunity cost and implementation
Determine the ROI on new business initiatives
Degree in Business, Finance, or Economics , MBA preferred
Candidates should have 15+ years of experience in: Planning & Analysis, Strategic Planning, FP&A, Consulting
Highly skilled at developing, setting and analyzing business relevant metrics that identify opportunities that lead to executable business performance enhancing initiatives
History of developing and articulating a complete and compelling business case, including financial and non-financial elements is essential
Experience delivering effective and accurate business & financial forecast and budgets, outlining the financial state of the business
Innate ability to “connect the dots” and understand dependencies, causalities and interconnectivity of business issues as they relate to each other and financial performance
Proven ability to act as a leader who can evaluate a situation and prescribe corrective action when necessary
Confident articulate and persuasively present an informed point of view. Must be able to proactively engage the business to make recommendations on business enhancing opportunities
Very strong and proven analytical skills. Strong Excel, PowerPoint and Word skills. Experience with Sales Force and/or NetSuite a plus
Individual who can partner with colleagues within FP&A, the TG&E Sector, and other parts of the company
Energetic and ambitious individual willing to drive innovation and improvements in an effort to elevate the role of the function within the company

Director, Financial Planning & Analysis Resume Examples & Samples

Responsible for delivering value-added business analysis as well as defining and reporting meaningful financial and operational metrics that lead to insightful, accurate business decision-making. Leads, in coordination with all the corporate subject matter experts, the annual budget, monthly forecast processes and long-term planning efforts of the Business Unit
Presents forecasts and underlying assumptions to senior leadership and provides visibility into key variance drivers and changes from period to period, or vs. prior expectation
Supports senior leadership in the building of ad-hoc financial reports and models to aid in performance evaluation for various key business metrics
Ensures linkage between the Corporate Strategic, Business and Financial planning processes
Develops and runs "what if" financial models to simulate changing business conditions, risks and opportunities
Partners with accounting during month end close to ensure timely and accurate financial reporting of results
Work on special projects including MD&A as opportunities arise
Strong financial acumen including mastery of financial statement analysis, economic value added, and other valuation techniques; business case modeling, financial forecasting and an overall knowledge of accounting and budgeting principles
Excellent written and oral communication skills and experience communicating quantitative and statistical analyses
Ability to influence all levels of staff across different functional areas and lead in a matrix environment
Highly collaborative across boundaries to build strategic relationships and achieve common goals
Able to deal with ambiguity in a rapidly changing environment
Excellent business sense with comprehensive understanding of all aspects of the enterprise
Excellent time and organization skills, with the ability to handle multiple projects and meet deadlines while maintaining attention to quality and detail
Bachelor’s degree from an accredited college or university is required; Master’s degree preferred
8-10 years’ experience in Corporate Finance roles is required
Medical Device industry experience preferred

Director, Financial Planning Resume Examples & Samples

Sets direction, goals and expectations about performance, holds associates accountable for development and provides appropriate feedback
Coaches and develops associates; builds diverse team and encourages innovative thinking to identify broad growth opportunities
Delegates responsibilities to associates, both to deliver on commitments and to continuously build team members' capabilities
BS -- Finance, Accounting, Economics or equivalent
8+ Years of Experience, including 3+ years of People Leadership (direct or indirect
MBA Finance, or MS in Business Analytics or similar degree
Graduate of Finance Leadership Development Program
Executive MBA Program
8+ Years of Experience

Director, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s Degree in Accounting or Finance, MBA preferred
More than 12 years of broad financial experience
Strong strategic, critical thinking, problem-solving and analytical skills
Experience with evaluation and analysis of financial information and making actionable recommendations that deliver results
Experience managing a high performing finance team
Experience partnering with the commercial side of the business to grow the organization
Strong experience engaging with customers
Demonstrated strong teamwork and leadership skills
Refined interpersonal skills along with exceptional influence and change management skills
Decisive, yet collaborative and inclusive

Senior Director Financial Planning & Analysis Resume Examples & Samples

Strong business and P&L acumen
Process metrics
Project and program management
Excellent financial skills; effectively interpret data
Proven ability to lead and motivate a finance team
Understand, Adhere and Enforce all Corporate Policies to include but not limited to ACI Code of Ethics and Global Information Security
Lead planning and forecasting collaborating across P&L, work closely with the business leaders of each business segment function as well as the corporate finance function
Effectively administer budget and monitor expense. Analyze and communicate monthly results
Monitor cost allocations
Review output from accounting function for accuracy and compliance with GAAP and regulatory reporting
Provide modeling and analysis for initiatives
Work collaboratively with across finance to drive continuous improvement in the finance function
Support ad hoc analysis, including analysis for due diligence, pricing and other activities
Manage teams effectively in FP&A function and specific business operation function

Director, Financial Planning & Analysis Resume Examples & Samples

Coordinate, schedule, and consolidate the annual budget and periodic forecasts for the company in partnership with key functional management of the company
Analysis of actual results compared to budget/forecast and explanation of variances
Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures
Implement and work with a Business Intelligence Tool and related reports
Supporting Senior Management Team and Departments heads with in-depth analysis of business operations
Prepare presentations to Senior Management Team
Trend and variance analysis
Profitability analysis
Monitor impact of new investments (capex, greenfields & acquisitions) and prepare post-audit analysis of variances from expectations
Education: Bachelor’s degree with a major in Finance or Accounting; Pursuing or have a CPA accounting designation
Experience: Minimum of 5 years experience in budgeting, forecasting, management reporting and variance analysis, preferably in a supervisory capacity

Director, Financial Planning & Analysis Resume Examples & Samples

The position requires the equivalent of a Bachelor’s degree in Business Administration, Finance, or Accounting
The position requires a minimum of seven years of progressively more-responsible financial management experience, including supervising staff in an acute health care entity or multi-entity system
Experience in an integrated health system in a headquarters function essential
Proficient in Microsoft Office applications, especially EXCEL and WORD
Advanced degree or certification preferred

Director, Financial Planning & Analysis Resume Examples & Samples

Serve as FP&A leader to the Division and works closely with all levels of leadership from executive to front-line
Partner with department leaders to integrate departmental initiatives with company-wide objectives by challenging and validating their assumptions and inputs throughout the planning, forecasting and budgeting processes
Analyze and interpret financial data, plans, and trends to provide recommendations to improve the quality of management decisions
Develop and review advanced financial models and conduct analysis using a broad range of quantitative tools and techniques (trend analyses on past financial and operational performance, root cause analyses, analysis of profitability drivers, scenario modeling for future options, unit-cost benchmarking, etc.)
Drive process improvements and innovations within the FP&A department
Provide guidance and direction in the preparation and review of the annual budgets for assigned departments, ensuring alignment with corporate objectives and optimize results
Manage the reporting of regular and ad hoc variance materials for assigned departments to communicate relevant financial information to senior management
Lead team of Financial Analysts
Master’s degree, or equivalent work experience
Expert level knowledge in Excel, including the ability to develop complex multivariable models that may require programming in visual basic for applications
Experience with databases, including the ability to develop complex models derived from large amounts of data
Airline or industry related experience

Director, Financial Planning & Analysis Resume Examples & Samples

Ensure predictability and accountability for the financial performance of the business, efficiently
Continue evolving our reporting & analytics to provide actionable information to our business partners and enable sound business decisions and pricing actions
Ownership of financial modeling and forecasting for the business – P&L, Balance Sheet and Cash Flow
Manage the financial forecasting and annual planning process
Lead the team in analytical support of the Accounting monthly close process and supporting the quarterly earnings release process with metrics reporting and results analytics
Being a key contributor to Sales Comp design and provide oversight for other Sales Comp related inquiries
Enforcing budget discipline and being a central financial control point
Documentation of processes, identifying gaps, and proposing solutions
Timely and accurate reporting of weekly, monthly, and quarterly financial results
Perform ad hoc analysis and modeling when needed, particularly in support of key corporate strategic priorities

Director Financial Planning & Analysis Resume Examples & Samples

Develop and monitor KPIs for ad hoc, short- and long-term planning and bring responsibility into the business
Manage and maintain integrity of dynamic planning processes (forecast, budget, IBP, SBP) and the monthly closing along with adidas Group processes & targets
Identify key issues & opportunities, draw conclusions and provide a choice of creative recommendations and solutions
Establish a valued business partnership due to objective and holistic controlling support
Provide financial guidance and influence to business partners to assist in making business decisions and achieve sustainable growth, profitability and targets
Develop and implement creative process improvements and best known practices while simplifying current financial management processes & analytical tools with dedicated focus on cross-functional efficiency
Lead or participate in cross functional projects as required
Coordinate and drive improvements of Internal Controls
Demonstrated managerial ability
Independent handling of a variety of tasks with different levels of complexity by developing effective plans and organizing work efficiently
Thinking beyond the obvious and do not stop at the first answers
6 to 8 years experience in financial planning and analysis
2 years direct management of a team

Director, Financial Planning & Analysis Resume Examples & Samples

Lead the preparation of annual budgets, quarterly forecasts and long-range financials for all overhead, engineering and technical operations cost across the organization
Define and manage internal allocation process, identifying, modeling and communicating metrics and cost drivers
Prepare roll forwards and explanation for variance drivers and analytics
Provide first class support to operations in the preparation of budgets and forecasts across the enterprise
Prepare financial budget & forecast decks and timely present them to all stakeholders
Perform variance analysis (monthly actuals/quarterly forecast/annual budget / YoY). Provide financial analysis of trends in cost, pricing with an emphasis on variance reconciliation (rate/volume)
Take ownership of all Corporate and Financial Reporting
Internal Client Monthly Reporting – communication of costs with variance insight, liaising with internal client operations and finance teams including cost breakdown on larger vendors (monthly actuals/quarterly forecast)
Create ad-hoc financial models and provide analytical or reporting support as needed
Assist with audit requests as needed
BA/BS degree in Accounting or Finance. MBA preferred
A minimum of 10 years accounting / finance experience is preferred
Must have strong verbal and written communication skills, and the aptitude to communicate with all levels of management
Must have strong analytical and financial modeling skills, understand accounting functions and have the ability to trace transactions to and from their point of origin
Must have the ability to move from “small picture” to “big picture” and vice versa, and reasoning skills
Must be proficient in MS Outlook, Word, Excel, and JDE/E1 financial system
Must have the ability to work independently and be resourceful
Must be comfortable working in a fast-paced environment while multitasking with attention to detail, accuracy, timely deliver and excellent follow-up
Experience in a large, complex organization is a plus

Director, Financial Planning & Analysis Resume Examples & Samples

Partner with business leaders to support development and preparation of long-term financial models, focusing on both Professional and Insurance service revenues and leading development of the appropriate models to improve business planning, and other analysis to drive new initiatives
Analyze recent performance and trends including monitoring and developing relevant key performance indicators (KPIs), to measure and monitor returns
Lead and participate in cross-functional initiatives to ensure alignment across the business and create strong partnerships with business leaders in functional groups to provide advice regarding financial implications of business activities and make recommendations to strategically enhance financial performance
Identify and implement financial planning and analysis initiatives to simplify the process but will facilitate scale as the business achieves growth
Organize and evaluate quantitative data to identify and explain trends, problems, and root causes
Provide a framework to support new verticals/product and/or strategic initiatives evaluation
Participates and assists the financial planning and analysis leadership in the development of the annual and long range plans, including participation in the design of the annual planning framework, helping to lead the business and financial plan development, strengthen the business forecasting, reviewing and participating in setting company objectives and action items for revenues and expenses
Participate in merger and acquisition activities, including modeling and due diligence
Serve as a finance business partner and contributor to profitable growth strategies
Identify information gaps and bridge gaps through process design, and re-engineering as it relates to reporting and forecasting
Facilitate the development of the management reporting framework to support the growth of the company and its strategic and operational segments, including the design of new reports to provide innovative information to manage the business more effectively
Develop and maintain financials models with sensitivity analyses around internal and external factors ensuring they support overall business objectives
Work with senior management, financial leadership, vertical leaders, and business units to assess, identify, and prioritize performance reporting needs including key metrics
Prepare executive level presentations and communications with logical reasoning and data support
Increasing experience consistent with in-depth business knowledge; finance and reporting experience (12+ years)
Advanced working knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
Advanced knowledge of financial reporting
Advanced knowledge products and concepts relating to the insurance industry
Build and establish constructive and cooperative working relationships and open lines of communication
Manage data to be accurate, timely and accessible
Collaborate with people at different levels within the organization to accomplish a common goal; escalate issues when necessary
High degree of financial acumen and awareness of financial responsibility
Communicate information in a clear, well-organized, and professional manner
Prioritize interests of the company and community during decision-making
Build and maintain professional networks and channels of communication inside the organization
Complete tasks by taking decisive or quick action
Creativity and alternative, open thinking to generate and support new or better ways of doing things
Proficient in Microsoft Office Suite
Minimal travel may be required
Work in clean, pleasant, and comfortable office setting
May work longer hours during critical reporting periods
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Director, Financial Planning & Analysis Resume Examples & Samples

Heavy engagement and leadership of key financial management processes and forums, including managing the financial aspects of strategic planning, annual operating plan, rolling 12 month financial forecasting, S&OP, and cash forecasting processes
Serve as “chief financial officer” to senior leadership team for key market-facing corporate functional business units (e.g., e-Commerce, Tire Buyer, Marketing, Tire Pros business units, and emerging B2B and B2C ventures) as well as financial support to Transformation and Strategy teams
Develop presentations and provide decision support in communications with the CEO and CFO, Board of Directors, private equity Sponsors, lenders and rating agencies
Develop & deliver in-depth reporting and analysis, ranging from ordinary course to ad hoc financial reporting (weekly, monthly, quarterly, annually), multi-dimensional scorecards, complex dynamic models and executive presentations to senior, product and regional managers
M&A, venturing, capital investment, real estate investment analysis and decision support
Active participation and leadership of special corporate finance projects, including financial strategy, capital structure, and financing transactions
Analyze operating performance, develop and evaluate pricing, sales and merchandising strategies based on product/customer profitability, shareholder value / EVA-shareholder value analysis, competitive analysis, benchmarking, market dynamics and corporate performance goals
Operating unit profitability, net operating margin analysis, monthly budget-to-actual, operating and overhead variance analysis, financial metric sensitivity analysis, ROA, ROI, EVA, and special projects
Education: Bachelor’s degree from four-year university required, advanced degree (MBA) preferred; concentration in finance preferred
Experience: Over 8 years of experience in FP&A, corporate finance, strategy or management consulting, with specific depth driving analytics in a large company environment that markets a broad & diverse product portfolio

Senior Director Financial Planning & Analysis Resume Examples & Samples

Lead and implement key planning and analysis processes to aid business growth, decision-making and achievement of financial commitments across MCW in conjunction with effective use of capital
Develop and oversee processes for “look back” analyses in support of workforce planning, capital investments budget performance and key strategic initiatives
Oversee and design process for financial modeling and deliverables related to strategic planning, institutional forecasting, budget management, costing projects, capital planning and ad hoc financial analysis requests. Assist the Director of Business Information in leading the BI strategy development, data integrity and maintenance of enterprise data warehouse solutions
Develop and manage key relationships with both internal and external constituents in regard to budgeting, planning, financial data analytics, reporting, to ensure proper status communication in regards to expecations, timelines and key deliverables
Provide senior leaders with financial analysis to drive decision making including project costing, profitability, productivity analysis, and return on investment
Work closely with other financial functions to analyze performance and construct effective messaging
Effectively interface with leaders to understand, and report upon key financial trends, challenges, opportunities, and forecasting implications
Set the strategic direction for the completion of multiple on-going projects and deliverables in a manner that will effectively utilize resources. Ensure that timelines are met and verify completeness of contingency plans
Direct completion of work products and develop intra and inter-departmental project participants and teams. Enforce accountability for the timeliness, accuracy and completeness of final deliverables
Approve staff selection, training, active professional development, performance management and promotional recommendations. Set standards for performing work in a changing environment with demonstrated ownership, proficiency and innovation
Provide key thought input to senior leaders proactively across MCW through active management of team and self both during key processes and outside of those deliverables

Director, Financial Planning & Analysis Resume Examples & Samples

Directs annual and recurring corporate forecasts
Evaluates, measures, and supports performance improvement opportunities including Medical Loss Ratio initiatives
Oversees preparation of monitoring reports to include quantification of results and status of execution
Evaluates product line profitability including variance and trend analysis as well as analysis of key performance drivers
Directs and manages complex business, financial analysis, and cost accounting projects as requested from Executive Management, the Board of Directors and/or the Corporate Controller
Directs corporate administrative expense budgeting including the calculation and implementation of corporate chargebacks between legal entities and general ledger companies
Directs the analyses and interpretation of regulations for the business impact on the Company. Steers Finance and cross-functionally to implement regulatory and compliance changes
Provides leadership and guidance to Financial Planning & Analysis Manager and staff. Develops long and short term departmental goals, ensuring consistency with the Company's goals and objectives
Master of Business Administration (MBA) preferred
8 years progressive experience in corporate financial planning and analysis, 5 years of which are in a managerial capacity
Significant experience in the financial services industry, preferably health insurance

Director, Financial Planning & Analysis Resume Examples & Samples

Analyzes business trends
Identifies and executes upon process improvement opportunities. Demonstrates proficiency of technical tools and financial systems
Provides leadership to managers and experienced professional staff may also manage front line supervisors
Manages an organizational budget
Develops and implements policies and procedures to achieve organizational goals
Assists in the development of functional strategy
Decisions have an extended impact on work processes, outcomes, and customers
Interacts with internal and/or external leaders, including senior management
Persuades others into agreement in sensitive situations while maintaining positive relationships
Finance leader for $900M Presource and $150M Medical Services business. Partners with the SVP/GM and her cross functional leadership team to provide financial, strategic and operational guidance
Ensure credibility for the finance team by providing timely and accurate analyses of monthly financial performance, and trending of the business to assist the Medical Services and Presource leadership team in their decision-making
Lead the annual budget and long-range planning process. Gather insights from the various teams (Sales, Marketing, Operations), understand the business risks, and coordinate with the Medical Segment reporting COE
Implement a balanced scorecard process to align goals with strategic objectives, provide financial analysis and value add reporting. Analyzes performance to identify opportunities and initiatives that need to be invested in, expanded, reorganized, or eliminated
Lead and develop a team of 30. Selects, motivates and develops qualified staff to effectively carry out the finance function. Encourages staff to develop their skills and maintain a high level of competency, and provides timely performance feedback to staff
Bachelors and Advanced degree in business related field, or equivalent work experience
12+ years of experience in related field
Prior supervisory experience

Director, Financial Planning & Analysis Resume Examples & Samples

Drives aspects of financial reporting related needs and requirements for a designated area, partnering with finance teams in a region or business unit (e.g.. budgeting, forecasting, target setting)
Provides financial insights to finance, leveraging an advanced understanding of budgeting, forecasting at detailed levels; assist in creating the quarterly review and CEO deck
Supports finance customers to ensure alignment with targets; performs variance analysis to explain account variances, when comparing actuals, budgets and forecasts
Coordinates with GBSC Accounting Services to ensure accounting is prepared accurately
Coordinates with GBSC Automation and Analytics and customers to drive efficiencies, automation and simplification of FP&A processes

Senior Director Financial Planning & Analysis Resume Examples & Samples

Responsible for the preparation, review and monitoring of budgets, forecasts, strategic
Develops methodologies for analyses, design and implements strategic analyses
Manages a team of financial managers and analysts
Assists in writing complex business rules to provide additional reporting capabilities
Reviews financial data and conducts financial analysis, if required
Provides support for integrating and tracking performance to business cases
Performs ad hoc reporting and analysis as required by CEO, CFO, and BU leaders
Designs, develops and delivers analytical training for FP&A personnel
Bachelor’s degree in Accounting, Finance, Business Management, Economics or Math
10+ years of experience in Financial Planning
Knowledge of financial planning & budgeting applications is a plus
Working knowledge of finance and accounting processes and principles
Demonstrated knowledge of financial statement analysis, income statement, balance

Director Financial Planning & Analysis Resume Examples & Samples

Design and directs the daily work of the corporate FP&A team consisting of two senior analysts and intern. Selects, coaches and develops staff. Sets clear expectations to inspire and motivate the team. Manages performance – recognizing achievement, providing feedback and facilitating improvement plans when necessary. Also, provides effective oversight on a recurring basis of key finance people at domestic and international subsidiaries with regards to financial planning and analysis-related activities
Directs the corporate FP&A team in preparing the annual budget for the corporation along with recurring financial forecast updates completed up to eight times per year. Also, serve as the primary FP&A contact and working closely with key finance people at subsidiary companies with the preparation and evaluation of annual budgets and related presentations, along with several financial forecast updates required throughout the year
Oversees the monthly operating expense review process involving reviewing, analyzing and summarizing departmental and functional area results as compared to budget/forecast expectations, as well as communicating other meaningful conclusions to the executive team on a recurring basis. Reviewing monthly/quarterly variances of domestic and international subsidiary companies’ financial performance relative to budget and recent forecast expectations
Provide oversight of a senior analyst in their role as super-user administrator of the Longview budgeting/forecasting system, which includes supervising system administration, maintenance and troubleshooting, end-user support, financial model maintenance, and implementing all changes related to new entities or accounting system changes
Play a significant role in the quarterly preparation of materials and presentations to the Board of Directors on financial performance and business outlook
Oversee various other important FP&A activities across all domestic and international subsidiaries including (1) monthly reporting of profitability by product and distribution channel, (2) preparation of monthly “flash” reports on financial performance of the company, (3) preparation and continued buildout of BI-related reporting, (4) preparation of Long Range Planning model used to make strategic decisions, (5) support various strategic initiatives including providing financial analysis and related acumen for key NOW initiatives, and (6) frequent ad-hoc analysis requests from executive management
Assist with a variety of investor relations responsibilities on an as-needed basis including analyzing quarterly results and preparing earnings press releases and conference call transcripts, along with the regular monitoring of sell-side analyst research and monitoring the public disclosures of competitors, customers, and other companies of interest
Bachelor’s degree in Accounting and/or Finance
Minimum of 10 years of combined experience in Public Accounting and Industry experience
CPA designation
Prior significant responsibilities over budgeting/forecasting and other financial planning and analysis functions
Prior supervisory experience required
Strong computer systems experience (Hyperion, Longview etc.)
Prior experience in a publicly-traded company strongly preferred
Prior manufacturing experience strongly preferred
Prior budgeting/forecasting experience for a diversified, multi-national company with a global operations footprint
Experience with Investor Relations (IR) related functions (analyzing quarterly results, preparing quarterly releases, investor presentations, monitoring sell-side analyst research)
Ability to work independently and with cross-functional teams
Strong written and verbal communication skills as well as project management and organizational skills
Ability to communicate complex financial matters both via writing and presentations in front of executive management

Director Financial Planning Resume Examples & Samples

Supervises and directs daily operations
Oversees long-term financial planning and modeling. Directs preparation of annual integrated strategic financial plan
Directs monthly financial operational analysis and closing activities
Develops and coordinates capital allocation process. Develops initial methodology, implements strategy and ensures ongoing coordination of the process
Required: Bachelor's degree in business or related field at date of hire
Required: Five to Seven years of progressively expanded experience
Required: Previous Healthcare Financial experience

Director, Financial Planning & Analysis Resume Examples & Samples

Partner with Collection Operations to develop and implement new collection tools, policies, and procedures
Partner with Fraud Operations to develop and execute Fraud Loss and operating expense plans
Evaluate the impact of macroeconomic and policy changes to the portfolio dynamics (e.g. NCL, Fraud, Income, Expense)
Forecast, reconcile, and report on expenses; develop annual Operating Budget; develop collector and fraud agent staffing requirements
Forecast delinquency and loss; report on Daily Flow Rate, Net Credit Loss, and collector productivity
Analyze and evaluate procedural and policy changes, including new initiatives, related to Collections; support the Fraud team in accomplishing the same in Fraud Analytics
Partner with the Fraud team to develop fraud trend assumptions and loss expense forecasts; report results to divisional and corporate partners
Interview, hire, supervise, direct, manage, coach and train direct and indirect reports; provide developmental opportunities; plan, assign, and direct work; establish strategy for work; provide insight and decision support, direct and manage team to meet or exceed performance and behavioral expectations; evaluate performance; coach and discipline employees; address complaints and resolve problems from employees
Education/Experience: High school diploma or general education degree (GED) and five to seven years of experience required. Bachelor's degree from four year college or university and five to seven years of related experience preferred
Communication Skills: Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents; ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community; write speeches and articles for publication that conform to prescribed style and format; effectively present information to top management, public groups, and/or boards of directors
Mathematical Skills: Ability to work with mathematical concepts such as probability and statistical inference; ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Physical Demands: Regularly required to walk, stand, hear, and talk; frequently required to reach with hands and arms; occasionally required to stoop, kneel, crouch, and crawl; requires close vision
Other Skills: Strong analytical and statistical skills; good communication skills with all levels of management; ability to concisely and accurately present complex concepts; computer navigation and keyboarding skills; ability to provide outstanding customer service to external and internal customers on a consistent basis; supervisory experience
Work Hours: Full time with the ability to work a flexible schedule based on department and Company needs

Director, Financial Planning & Analysis Resume Examples & Samples

50%
Advanced technical skills, including advanced Microsoft Excel skills. Must have proven experience maximizing utilization of Finance reporting and analytical tools. Experience with Adaptive, DOMO, Oracle, and/or Workday ideal
Must be innovative and driven to identify and implement efficiency opportunities
Bachelor’s degree in accounting/finance required
Thorough understanding of generally accepted accounting principles (GAAP) including 10+ years of general accounting experience. Project Accounting experience ideal
Advanced analytical skills with the ability to question standard practices and recommend process improvements
Excellent organizational skills and the ability to handle multiple projects simultaneously
Proven ability to work effectively with all levels of the organization
Strong leadership skills with exceptional communication and motivational style

Director, Financial Planning Resume Examples & Samples

Upfront installation of Growth Based Budgeting to include
Continuous spending visibility capability
Selection of Cost Packages across participating divisions/BMUs
Installation of Cost Package owners
Identify “quick win” opportunities from driving spend levels to internal BDP levels, as well as creating new processes & discipline in order to drive efficiencies beyond BDP
Development of reporting to track savings on a year-to-date and life-to-date basis by division and by cost package
Required knowledge of the following internal systems
WinSQL
CMOD
HP Manager
IPayables/Invoiceworks
Continual communication and relationship building with and across brand finance teams, leveraging those relationships to share best practices across Yum and divisions
10+ years finance experience
Experience leading teams and / or managing high-profile processes and projects
Financial planning, external reporting, brand reporting, or control experience preferred
Excellent oral and written communication skills
Strong / proven interpersonal and relationship skills
Experience in dealing with executive and senior management levels
Able to effectively push back on and constructively challenge brand and other Yum executives
Demonstrated world class finance conceptual skill, thought leadership and business judgment
Practical experience in restaurant industry preferred
Exceptional Excel and Powerpoint skills
Familiarity with Yum accounting policies/procedures

Senior Director, Financial Planning Resume Examples & Samples

Lead development of cross functional/departmental financial analysis driving engagement and collaboration among several internal stakeholders groups. (for example consolidated employee benefits and retirement financial planning and reporting, measuring and reporting diversity investment)
Provide expertise on finance and operations requirements in support of various finance/ERP systems optimization and evolution initiatives
Drive financial and business process improvement opportunities as identified
Prepare financial modeling of initiatives, scenarios, and projects as required
Collaborate with Operations and Corporate Finance functions as needed
Foster a culture of consistency, accountability and continuous improvement
Ability to read, write and speak the English language to communicate with employees, customers, suppliers, in person, on the phone, and by written communications in a clear, straight-forward, and professional manner
Strong knowledge of financial planning tools and reporting systems
Ability to communicate orally and in writing, in a clear and straightforward manner
Ability to communicate with all levels of management and company personnel
Ability to define key performance indicators / metrics
Ability to use personal computer and software

Director, Financial Planning & Analysis Resume Examples & Samples

Responsible for analysis and interpretation of complex financial information utilizing independent judgment and discretion, identifies trends, variances, and key issues and provides recommendations for adjustment
Create and produce financial reporting including, but not limited to P&L, balance sheet, cash flow, and CAPEX
Deliver innovative, high value-added financial information and supporting analysis to the management team for strategic planning and decision making
Lead a broad range of ad-hoc projects focused on reducing costs and driving operational efficiencies
Provide financial support to the organization and partner with departments to monitor their financial results
Lead the annual planning process and routine forecasts
Prepare Executive and Board financial performance summaries and reports and ensure information is complete and accurate
Identify areas for improvement in processes and reporting
Monitor general ledger transactions for accuracy
Perform various ad hoc analyses as requested
Conform with and abide by all regulations, policies, work procedures and instructions
Intermediate knowledge of Microsoft Access
Knowledge of Adaptive Planning software a plus
Ability to work well with others and understand business processes
Ability to improve upon existing processes and procedures and thrive in a rapidly changing environment
Must be able to work on many different projects simultaneously
Bachelor’s Degree in Finance or Accounting or related field of study with preference to candidates who also have an MBA
Commitment to producing financial analysis with high first-time quality/accuracy
Detail oriented, organized and able to multi-task across concurrent projects
Proactive, solution-oriented and able to work with minimal supervision
Minimum 10 years’ experience in financial planning & reporting

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Director Financial Planning & Analysis Resume Examples & Samples

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Director Financial Planning Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

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Director, Financial Planning & Analysis Resume Examples & Samples

Director Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning Resume Examples & Samples

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Director Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

Director, Financial Planning & Analysis Resume Examples & Samples

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