Director, Financial Planning Resume Samples

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AK
A Kuphal
Adolph
Kuphal
5021 Sigmund Mountains
Phoenix
AZ
5021 Sigmund Mountains
Phoenix
AZ
Experience Experience
02/2014 – present
New York, NY
Director, Financial Planning & Analysis
New York, NY
Director, Financial Planning & Analysis
02/2014 – present
New York, NY
Director, Financial Planning & Analysis
02/2014 – 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
07/2010 – 10/2013
Phoenix, AZ
Director Financial Planning & Analysis
Phoenix, AZ
Director Financial Planning & Analysis
07/2010 – 10/2013
Phoenix, AZ
Director Financial Planning & Analysis
07/2010 – 10/2013
  • 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
03/2003 – 03/2010
Detroit, MI
Director Financial Planning
Detroit, MI
Director Financial Planning
03/2003 – 03/2010
Detroit, MI
Director Financial Planning
03/2003 – 03/2010
  • 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
Education Education
Bachelor’s Degree in Finance
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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1

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)
2

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
3

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
4

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
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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
6

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
7

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
8

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
9

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
10

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
11

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
12

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
13

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
14

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
15

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
16

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
17

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
18

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
19

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
20

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)
21

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
22

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
23

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
24

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
25

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
26

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
27

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
28

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
29

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
30

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)
31

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
32

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
33

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
34

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
35

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
36

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
37

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
38

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
39

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
40

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
41

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
42

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
43

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
44

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
45

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
46

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
47

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
48

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
49

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
50

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
51

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
52

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
53

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
54

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
55

Director Financial Planning & Analysis Resume Examples & Samples

  • Advance MS Excel and PowerPoint
  • Experience using ERP tools such as SAP, JDE, or Oracle
  • BW COPA
56

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
57

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
58

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
59

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
60

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
61

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
62

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
63

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
64

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
65

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
66

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
67

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
68

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
69

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
70

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
71

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
72

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
73

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
74

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
75

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
76

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
77

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
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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
79

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
80

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
81

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
82

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
83

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
84

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
85

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
86

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
87

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
88

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
89

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
90

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