Finance Manager, Planning Resume Samples

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CZ
C Zieme
Cleora
Zieme
2740 Kutch Radial
Los Angeles
CA
2740 Kutch Radial
Los Angeles
CA
Experience Experience
10/2015 – present
New York, NY
Senior Finance Planning Manager
Senior Finance Planning Manager
10/2015 – present
New York, NY
Senior Finance Planning Manager
10/2015 – present
  • Promote teamwork and enthusiasm within the group toward the goal of ‘business partner’ to the Sales, Product, Ops and Demand Planning teams
  • Advanced level of proficiency with Microsoft Excel, Word, and PowerPoint
  • Direct preparation of financial reporting & analysis including, margin/revenue walks, variance analysis, performance recaps, scorecarding, etc. to support key stakeholders
  • Strong attention to detail
  • Partner with Product, Sales and Merchandising teams in the creation, tracking and performance management of seasonal Revenue & Margin goals through the product creation process
  • Actively interpret and review financial results with senior management
  • Drive the financial strategic planning process for Golf US Region. Brings a financial & commercial perspective to the short and long-term business plan. Ensure that strategic plans are incorporated into the budget process
12/2012 – 09/2015
Detroit, MI
Manager, Field Finance & Company Planning
Manager, Field Finance & Company Planning
12/2012 – 09/2015
Detroit, MI
Manager, Field Finance & Company Planning
12/2012 – 09/2015
  • Evaluate and communicate business performance and forecasts to brand and field leaders
  • Identify and research monthly variances to budget and forecast at the fleet and often the store level, proactively identifying opportunities for improvement
  • Lead the development of business acumen training in the field
  • Lead the annual store budget process
  • Develop and maintain relationships with VP of Stores and field leaders including but not limited to Store Operations and the District Managers
  • Conduct local store visits to understand business drivers and performance
  • Partner with Inventory Planning team to develop sales and inventory targets that support the brand’s annual budget
04/2008 – 09/2012
Phoenix, AZ
Finance Enterprise Planning Manager Portland
Finance Enterprise Planning Manager Portland
04/2008 – 09/2012
Phoenix, AZ
Finance Enterprise Planning Manager Portland
04/2008 – 09/2012
  • Process Improvement
  • Manage and mentor a small team
  • Create business process flows
  • Project Management and Prioritization
  • Collaborate with business, technical and project teams
  • Dependably execute a system of performance management that provides opportunities for individual and team development, cross-training, learning and productive and honest feedback
  • Ad Hoc Financial Analysis
Education Education
Bachelor’s Degree in Finance
Kent State University
Bachelor’s Degree in Finance
Skills Skills
  • Strong organizational skills with the ability to prioritize, multi-task and maintain strong attention to detail
  • The ability to build and maintain strong relationships with business partners including senior executives
  • Strong time-management and organizational skills to manage multiple deadlines and priorities within a highly demanding environment
  • Strong accounting and finance skills
  • Product knowledge and/or business experience within wealth management or asset management industries would be an asset
  • Strong financial modeling skills
  • Financial and business acumen: strategic thinking, analytical and problem solving skills
  • Oversee action planning process to address employee survey results
  • Ensure adherence to established guidelines of conduct
  • Provide advice and guidance to appropriate stakeholders on a range of financial management issues within the scope of own area (e.g. accounting policies / practices, allocations, regulatory reconciliations / reporting, investor relations, financial control issues etc.)
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1

Finance Manager, Planning Resume Examples & Samples

  • Work with the business to identify/validate key business assumptions and incorporate them into the forecast/budget
  • Ensure all budget and forecast requirements to corporate submitted
  • Prepare budget and forecast decks for senior management
  • Analyze monthly results and understand business initiatives in order to prepare monthly commentary for review with senior management
  • Regular subsidy flash to guage our subsidy spend for the month
  • Provide financial knowledge and represent finance in various Wireless projects
  • A business background and/or working towards a professional designation (i.e., CA, CMA or CGA)
  • Strong communication skills (verbal, written and presentation skills)
  • Strong technical and analytical skills including rate/volume variances
  • Ability to multi-task and prioritize issues
  • Ability to partner with cross-functional operational and finance teams
  • Minimum of 3 years of experience
  • Experience with SAP & Essbase
2

Finance Enterprise Planning Manager Portland Resume Examples & Samples

  • BS or BA in Accounting, Finance, MIS or related field. MBA preferred
  • 7 plus years of relatable experience
  • Strong knowledge of strategic financial analysis, financial and operational planning concepts, budgeting, and strategic planning concepts
  • Experience with Cognos TM1; SAP BPC or Similar Products
  • In-depth analytical and process experience including heavy use of enterprise planning systems
  • Assertive, Strong Communication, Confident
  • Management of small teams
  • Manage teams with oversight of development and application administration of enterprise performance management tools
  • Change Management and Process Improvement Experience
  • Ownership of Financial Reporting Systems
  • Project Management and Prioritization
  • Collaborate with business, technical and project teams
  • Partner with Business Intelligence teams to design efficient data models for reporting and analysis purposes
  • Manage and mentor a small team
  • Dependably execute a system of performance management that provides opportunities for individual and team development, cross-training, learning and productive and honest feedback
  • Create business process flows
  • Process Improvement
  • Ad Hoc Financial Analysis
3

Manager, Field Finance & Company Planning Resume Examples & Samples

  • Lead a team with one senior analyst in the successful development and execution of finance strategies for Intermix’s 40-store fleet. Lead ad hoc analysis and presentations as required to support decision making. Serve as finance support and liaison for the fleet
  • Evaluate and communicate business performance and forecasts to brand and field leaders
  • Identify and research monthly variances to budget and forecast at the fleet and often the store level, proactively identifying opportunities for improvement
  • Lead the development of business acumen training in the field
  • Lead the annual store budget process
  • Develop and maintain relationships with VP of Stores and field leaders including but not limited to Store Operations and the District Managers
  • Conduct local store visits to understand business drivers and performance
  • Partner with Inventory Planning team to develop sales and inventory targets that support the brand’s annual budget
  • Partner in development of annual, quarterly and long range sales, margin and inventory planning that supports financial goals
  • Take initiative and explore ways to better understand competitors, industry performance and macro-economic trends as relevant for development of financial plans
  • Proactively oversee and manage the development of one direct report
4

Finance Manager, Forecasting & Planning Resume Examples & Samples

  • Coordinate with business partners in order to develop the annual plan and forecasts. Develop key business drivers, prepare the financial plan, assist with plan review with Management. Work with business partners to develop assumptions, communicate issues and results as appropriate
  • Develop and maintain financial models for key business driver analysis and forecasting
  • Take an active role in providing financial inputs and reviewing business cases and initiatives as part of the project governance process
  • Develop and maintain good relationships with key business / finance partners and other stakeholders and effectively communicate relevant / meaningful recommendations on a range of finance management issues or related operational processes
  • Manage / coordinate client requests for finance support and/or reports, ensuring that solutions balance and address business partner needs with overall Finance capabilities
  • Act as subject matter expert for own area and provide guidance/ advice and recommendations to support dealings with internal / external partners
  • Active participation in Finance-wide initiatives and pan-Wealth projects where appropriate
  • Provide advice and guidance to appropriate stakeholders on a range of financial management issues within the scope of own area (e.g. accounting policies / practices, allocations, regulatory reconciliations / reporting, investor relations, financial control issues etc.)
  • Oversee action planning process to address employee survey results
  • Ensure adherence to established guidelines of conduct
  • Financial and business acumen: strategic thinking, analytical and problem solving skills
  • The ability to build and maintain strong relationships with business partners including senior executives
  • Strong organizational skills with the ability to prioritize, multi-task and maintain strong attention to detail
  • Strong time-management and organizational skills to manage multiple deadlines and priorities within a highly demanding environment
  • Proven interpersonal and relationship management skills, and be detail-oriented with the ability to follow up on items or determine appropriate steps for timely resolution
  • Strong accounting and finance skills
  • Product knowledge and/or business experience within wealth management or asset management industries would be an asset
  • The ability to be a highly motivated team player who can work with others within and outside the group and understand & manage the relationships between various Wealth businesses
5

Manager Finance, Forecasting & Planning Resume Examples & Samples

  • Strategic Analysis/Problem Solving - Works to fully understand business; identify and implement process and organizational improvements. Plans and ensures execution of department objectives
  • Participates in preparation of the annual budget, reviews monthly expenditures and ensures that budgetary goals are met. Reviews monthly metrics to ensure goals are met
  • Conduct financial planning for function and make appropriate recommendations
  • Leads, plans, and coordinates work teams in an efficient manner to effectively perform any financial function and activity; utilizes metrics to track performance and manage workload. Ensures operational processes and procedures are compliant and consist with established policies
  • Drive key functional financial metrics
  • Project Management- Develops and supports a strategic alliance with business partners. Participates in cross-functional activities focused on solving business issues and enhancing our competitive advantage
  • Facilitates cross-functional communication with other areas of the business including but not limited to Finance, Human Resources, Real Estate, Operations, and Information Systems
  • Knowledge of business and mgmt. Principles involved in strategic planning and resource allocation
  • Project management skills; ability to prioritize and multi-task effectively
  • Judgment and decision-making skills; considering relative costs, benefits of potential actions
6

Finance Planning Manager m/f Resume Examples & Samples

  • Deep experience in financial service products at a senior management level
  • Proven technical expertise in business planning and being acknowledged and respected as expert across stakeholders in this field
  • Proven effective contributor and influencer in complex, matrixed and multiple entity environments
  • Good understanding of Barclaycard functional structure as well as processes of interaction of departments and functions
7

Finance & Planning Manager Resume Examples & Samples

  • Work collaboratively with project delivery teams and Client teams to manage the finance and operations of the change unit
  • Ensure consistent and effective methods & tools are in place and followed for all key processes
  • Financial management and reporting across a portfolio of projects
  • Provide management information and metrics to monitor status; highlight potential challenges/issues and support decision making
  • Identify issues / improvements and work with team to design process & reporting changes
  • Manage the end-to-end resourcing processes; to include planning, fulfilment, on-boarding & off-boarding
  • PMP certified or similar qualification advantageous
  • Relevant 3rd level qualification - honours degree
8

Senior Finance Planning Manager Resume Examples & Samples

  • Drive the financial strategic planning process for Golf US Region. Brings a financial & commercial perspective to the short and long-term business plan. Ensure that strategic plans are incorporated into the budget process
  • Partner with Product, Sales and Merchandising teams in the creation, tracking and performance management of seasonal Revenue & Margin goals through the product creation process
  • Direct preparation of financial reporting & analysis including, margin/revenue walks, variance analysis, performance recaps, scorecarding, etc. to support key stakeholders
  • Work with senior management to identify opportunities to increase profitable revenue growth. Lead analysis that aids in the decision making process toward the long-term strategic plan. Includes scenario/investment analysis & evaluation of Sales programming activity
  • Lead the monthly forecasting and annual budgeting process for the Apparel, Footwear, Club, Ball, and Gear product engines. Integrate input from business managers and review assumptions in light of current business conditions and market indicators. Highlight forecast trends that suggest potential changes in actions. Work in a proactive manner with senior management to ensure budgets incorporate strategic business plan objectives. Leverage commercial acumen to drive pricing, discounting and business decisions
  • Promote teamwork and enthusiasm within the group toward the goal of ‘business partner’ to the Sales, Product, Ops and Demand Planning teams
  • Actively interpret and review financial results with senior management
  • Bachelor's degree in Finance, Accounting, Business or a closely related field
  • Minimum of five years direct relevant work experience within finance, strategic planning, costing/cost accounting, financial analysis, and modeling
  • Ability to perform scenario planning analysis and articulate the impact of certain decisions on overall product margins
  • MBA, CPA, or CMA is preferred
  • Ability to create reports and presentations for senior leadership
  • Advanced level of proficiency with Microsoft Excel, Word, and PowerPoint
  • Experience with the use of SAP and TM1 desired
  • The ability to work with various members from cross functional teams, in a fast paced and dynamic environment
  • Understanding of golf industry preferred
  • Strong ability to manage multiple, competing priorities
  • Strong sense of urgency and ability to work with short turnaround times
  • Experience leading projects and people
  • Strong ability to develop high-profile, influential and collaborative relationships across teams and functions
  • Ability to pass a 7 year background
9

Finance Manager for Planning & Analysis Resume Examples & Samples

  • Ensure high quality reporting to provide the right insights which form the foundation for top management decisions
  • Become a valued business partner for the Finance SVP by performing ad-hoc analyses, e.g. financial scenarios and currency analysis
  • Ensure solid planning processes, monthly estimates and initial estimates
  • Continuously develop and review our financial planning process, guidelines and reporting
  • Create engagement for our planning principles across the Finance organisation
  • Have 3+ years of experience, ideally with a background in financial planning
  • Are able to link financial and commercial performance and convert data and information into insights, choices and recommendations, which add real value to the business
  • Have a master's degree in economics and/or finance
  • Have excellent communication and stakeholder management skills and the confidence and maturity to network across functions, business units, time zones and cultures
  • Communicate effortlessly in English - both in speech and writing
10

Manager Finance Planning Solutions Resume Examples & Samples

  • At least 8 Years of Technology Implementation Experience
  • Strong Financial Planning Background with the ability to converse easily with Senior Finance Leaders
  • 5 Years of SAP BPC/IBPF Planning Experience including, Gross Sales, Direct Marketing Expense, Trade, and Manufacturing
  • Additional preferred experience includes SAP FICO experience including Accounts Payable, Accounts Receivable, Cost Center Accounting, Internal Order/Work Breakdown Structure Accounting
  • Global Implementation experience is required
  • Must be up to date with SAP trends such as S/4 HANA, Simple Finance
11

Manager Finance & Planning, Asia Resume Examples & Samples

  • Strong Excel, PPT skill
  • 5 years overall work experience in Finance/Accounting
  • Work experience in China preferred (min 2 years)
  • Team player that can also lead. Not afraid to try new things and must be able to work independently
  • Consumer Goods experience preferred
  • Bachelor’s degree or above. Additional 5 years works experience in lieu of degree
12

Manager, Finance & Planning Business Services Resume Examples & Samples

  • Develop a solid understanding of businesses services, including information & process management (I&PM), and translate that strategy to highlight impacts to the company’s strategy and value drivers
  • Act as a financial performance advisor / business partner by supporting the development of strong financial acumen in the business and help translate operational performance into financial outcomes to drive business performance and manage risk
  • Manage financial performance to ensure that forecast, budget and long-range planning requirements are met on time and support the business/function
  • Foster an environment of accountability by ensuring the business demonstrates ownership of their budget, forecast and actual financial performance
  • Provide fit for purpose performance reporting, and support the business in crystalizing key messages and help to ‘tell the story’; produce business analytics and decision support to the business
  • Complete ad hoc diagnosis of business performance to supplement standard reporting and delve into material risks and opportunities in order to provide insightful analysis to senior leaders
  • Highlight trends related to key drivers including cost management, and capital/capex performance
  • Minimum of 10 years of progressive business experience, preferably in the oil and gas sector
  • Experience in leading planning/budget processes would be an asset
  • Progressive experience within and demonstration across broad commercial, operational and financial experience
  • Professional designation preferred (i.e. CFA, MBA, P.Eng, Economics, Accounting)
  • Ability to grasp key commercial considerations that may impact operations, financial results or which present a potential risk to the business/function
  • Demonstrated leadership skills, particularly in the areas of influencing senior management stakeholders and change management
  • A proven ability to prepare and effectively engage and present materials for senior management
  • Excellent interpersonal, organizational and communication skills
  • Able to develop relationships and collaborate effectively with finance and business stakeholders to drive business performance and manage risk
  • Ability to quickly establish relationships and gain credibility