Finance Planning Analysis Resume Samples
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Finance Planning Analysis Resume Samples
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GM
G Moen
Grayson
Moen
4572 Roberts Highway
Philadelphia
PA
+1 (555) 268 8006
4572 Roberts Highway
Philadelphia
PA
Phone
p
+1 (555) 268 8006
Experience
Experience
Boston, MA
Finance Planning & Analysis
Boston, MA
Schmidt, Bernier and Schimmel
Boston, MA
Finance Planning & Analysis
- Providing analysis and reporting regarding financial performance to Senior Management at the Group Level globally
- Understand key business drivers, highlight opportunities & risks and link driver performance to financial performance
- Integrity: Ensure the integrity of the entire financial process and for the accuracy of financial reports, and management performance reports
- Prepare Monthly Financial Highlight for Senior Management
- Perform analytical reviews on management reporting output in order to add value to the end-users, explain trends, investigate unusual variances and linking back into the various strategies or plans of the respective businesses
- Plan, reforecast, analyze and manage Retail Bank financial
- Driving initiatives ranging from data standardisation through to developing commercially focused insight and analytics
New York, NY
Finance Planning & Analysis Manager
New York, NY
Mraz-Weber
New York, NY
Finance Planning & Analysis Manager
- 7) Manage and develops staff, including hiring, developing and training
- Support Function finance business partner for HR, Accounting & Controlling, Legal, Marketing, Compliance departments
- 3) Ensures proper tracking of commitments and expenditures along with proper accounting treatment and timely capitalization of assets
- Responsibility for all Operating Expenses (c£60m) and Employees (c900) reporting in Healthcare GB&I. This will include
- 2) Financial planning and analysis, including development and support of Plans, LBE's and LRP's as well as consolidation activities
- Provide finance and business support for Sales, Marketing, and Category Management organizations
- 5) Partners with the IT on support of financially related systems including SAP
present
Chicago, IL
Director of Finance, Planning & Analysis
Chicago, IL
Runte-Smitham
present
Chicago, IL
Director of Finance, Planning & Analysis
present
- Create monthly executive reporting package identifying key drivers and metrics of performance against budget, forecasts and prior years
- Participates in formulating and administering company policies and developing long range goals and objectives
- Develop, analyze and interpret accounting and statistical data to appraise operating results against budget
- Develop, implement and interpret complex financial, data and compensation modeling concepts for both the sales and marketing businesses
- Oversees financial and accounting system controls and standards and ensures timely financial and statistical reports for management
- Direct the financial activities of the organization and prepare financial statements for management guidance
- Provide financial statements, analysis and supporting exhibits for internal and external users
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of California, Berkeley
Bachelor’s Degree in Finance
Skills
Skills
- Numerate, and highly proficient in the use of Excel, Word, PowerPoint
- Good communication skills
- Excellent analytical skills
- Self-motivated, with the ability to set priorities and manage to tight deadlines
- Qualified accountant (ACCA, ACA, CIMA)
- Experience in an FP&A role/dept
- Individual who has worked with/presented to senior finance management
- LI-VV
15 Finance Planning Analysis resume templates
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1
Finance Planning & Analysis Resume Examples & Samples
- Providing analysis and reporting regarding financial performance to Senior Management at the Group Level globally
- Driving initiatives ranging from data standardisation through to developing commercially focused insight and analytics
- Providing and advising on analytics and reporting capability to support the bank's strategic agenda
- Building an insight and analytics capability to support key decision making forums, focusing on business drivers
- Partnering with business CFOs and their teams to drive insight at the Group level
2
Worldlink Finance Planning & Analysis VP Resume Examples & Samples
- To provide strategic insight to business heads of Cross Currency Payments (Morgan McKenney) and Worldlink product (Femi Rowaiye)
- Financial services experience preferred
- Prior experience working with senior business and Finance teams
- Preferably FP and A experience, or experience of managing strategic plans and forecasts
- Excellent communication and presentation skills both verbal and written
- Professional approach, presentable and can manage own time effectively
- Ability to work efficiently under pressure and to tight timelines while maintaining high standards of work
- Ability to work on own initiative and independently
- Relationship building and Influencing skills
3
Finance Planning & Analysis AVP Resume Examples & Samples
- The role sits within the Citi Market Analytics (CMA) team, partnering the FXLM business
- Citi FXLM is the #1 ranked bank, with local presence in over 70 countries covering Foreign Exchange, Local Markets and Markets Treasury products
- CMA is the Finance gateway to Citi Markets and Securities Services – delivering Finance insight, working with Finance, FXLM business heads, CAO team, and other parts of Citi
- The CMA remit is genuinely broad, covering revenues, client analytics, expenses, balance sheet, capital, competitor analytics and headcount. The team also drive a range of value add initiatives including balance sheet optimization and geographic revenue reporting
- The role provides significant exposure to FXLM product, along with Risk, Treasury, Product Control, Human Resources, Regulatory Reporting, Planning and Analysis and Client Management, amongst others
- Oversee delivery of regular, robust, financial planning and analysis including Monthly /Quarterly Business Reviews, budgeting and insight around performance
- Drive Finance initiated tasks, in partnership with business management team
- Contribute to improving Finance analyses and processes
- Where required, serve as Finance interface for FXLM business managers for Finance issues, to include any bespoke Finance / insight requests
- Excellent academic background
- Experience of financial planning and analysis within in banking
- Ideally solid working knowledge of Citi Finance systems and processes
- Demonstrated strengths in building trusted relationships
- Excellent communications skills (written / verbal)
- Strong IT skills – Excel, PowerPoint, Qlikview (a plus) – including familiarity with handling data complexity
- Tenacity and resilience
4
Finance, Planning & Analysis Resume Examples & Samples
- Experienced in Microsoft Office (including PowerPoint & Excel)
- Experience of working with financial data and knowledge of financial reporting tools; essbase, Business Objects would be a plus
- Demonstrate an ability to learn and desire to develop and improve by challenging status quo
5
Senior Director, Finance Planning & Analysis Resume Examples & Samples
- Collaborate with senior leaders to develop annual operating budgets and multi-year strategic plans
- Implement clear accountability models to drive achievement of targeted financial results
- Develop accurate financial projections
- Partner with senior business leaders to meet or exceed revenue, profitability and cash flow commitments
- Anticipate and adapt to market shifts (external awareness, focus on leading indicators)
- Think independently and effectively influence others
- Contribute to the development of strategies for new products, services and business models that will enhance the growth and profitability of the business
- Evaluate potential acquisitions, partnerships, new business models and new product/pricing models in services and/or technology domains
- Maintain and analyze financial planning processes and identify, recommend and implement improvements to drive greater value-added support to the business unit
- Help to develop and maintain the long-term strategy for planning systems with the objective of assuring that the systems are sufficient to accommodate the Division’s changing requirements
- Help to prepare the meeting materials as necessary for the regular corporate forecast meetings
- Identify areas where cost improvements can be realized and assist in the implementation of programs to affect cost improvements
- Track improvements from cost reduction initiatives; and
- Identify and implement major process improvement opportunities
6
VP-divisional Finance Planning & Analysis Resume Examples & Samples
- Prepare financial analyses and commentaries highlighting key performance indicators and drivers for APAC Division
- Monitor and track significant items impacting the business performance on a regular basis which will support financial analyses for senior management including the analyses requirements for the quarterly/ annual earnings release
- Co-ordinate with sub-divisional finance heads to obtain and understand analysis on market environment, competitive landscape, industry trends and drivers of business performance on a regular basis
- Co-ordinate with information providers to ensure timely submission to senior management for review before submission to Group
7
Consumer Finance Planning & Analysis Head Resume Examples & Samples
- 10+ years of experience in the financial services/banking area. Previous background in Planning & Analysis and/or Consumer business background desirable
- Familiarity with Citi Asia structure and related business products would be an advantage
- Knowledge of financial reporting tools such as Essbase, RUBY, Microstrategy preferred
8
Finance Planning & Analysis Resume Examples & Samples
- Monthly process including forecasting, analysis, investigation, ad hoc queries and commentary on Financial results
- Interaction with colleagues in the business, O&T and other areas of Finance in identifying, investigating and resolving issues or areas of enhancement
- Compiling Monthly Review presentations to tight deadlines for both local Business and Regional heads in conjunction with our offshore colleagues
- Involvement in annual APRA stress test and semi-annual CCAR Stress testing cycle, help drive improvements to this process and integrate into the Planning cycle
- Other ad hoc finance or business related projects
- Maintain strong relationships with the businesses whilst not compromising the independence of the finance function
- Work closely with the onshore GCB FP&A and business finance teams to meet key deliverables such as monthly outlook and senior management decks and drive process change and efficiency
- Work closely with the offshore Mumbai team to deliver reporting requirements and financial insights
- A key contributor to the annual planning and forecasting cycle, liaising with each business locally and interacting with the relevant regional finance/business teams as appropriate
- Perform analytical reviews on management reporting output in order to add value to the end-users, explain trends, investigate unusual variances and linking back into the various strategies or plans of the respective businesses
- Understand key business drivers, highlight opportunities & risks and link driver performance to financial performance
- Understand performance of business under Stressed economic conditions and able to articulate this to senior management
- Seek opportunities for both revenue growth and expense efficiency
- Participate in development projects when required
- At least 5 years, ideally within Citi, or similar banking/corporate background
- Strong accounting knowledge, both financial and management accounting
- Superior Excel and PowerPoint skills
- Solid other Office product skills
- Inquisitive mind
- Strong understanding of Consumer Banking Products
- Display personal resilience
- Highly motivated and self-driven; works well within a small team
- Solution driven, decisive, willingness to challenge the paradigm
- Detailed knowledge of Citi Finance Systems and architecture, particularly those systems directly linked to the FP&A Function such as TM1 and Essbase
9
ICG Finance Planning & Analysis Senior Lead Analyst Resume Examples & Samples
- Lead finance contact for the Prime and Futures business; the candidate will work with the Business Head(s) and COO/Business Management team and others to understand and explain the financials, provide transparency into results, and coordinate annual business plans, global budget and reforecasts, outlooks, CCAR submissions, etc
- High level of interaction with senior management, which requires excellent communication, presentation, and organizational skills
- Production of global reports including monthly business reviews, town-halls, quarter-end flash, and ad-hoc presentations for the business; Ensure that these presentations clearly articulate the essence of the business story; High level of detail required to ensure accuracy
- Obtaining nuanced understanding of all areas of the business’ financials including revenues, expenses, balance sheet, and RWA
- Provide detailed expense analysis to the business and finance to help understand expense drivers and assist in optimizing expense base; Ensure the Plan expenses are met or risks/opportunities are identified early
- Establish strong partnership with various constituents (including Treasury, Controllers, Operations & Technology, Business COO) to understand all components of financial results, reach informed decisions to be able to effectively influence senior management, and to keep abreast of market trends or impacts to business’ financials
- Work with the Global Markets Analytics team on competitor analysis to better understand the external landscape, identify addressable gaps and incorporate goals into overall strategic plan
- Other ad-hoc projects (to optimize inefficiencies or provide more automated analysis), analysis and presentations
- Work with others to reach informed decisions and educate and influence senior management
- Manage more junior members of the team (both directly and indirectly), providing guidance, training, and mentorship
- Experience with forecasting or financial planning
- Minimum of 5-7 years’ experience of financial analysis in a large corporate environment
- Demonstrated strengths in building trusted relationships with management
- Strong skills in Excel and Power Point
- Basic understanding of a balance sheet is preferred
- Attention to detail / high levels of accuracy is crucial
- Ability to work as part of a team and autonomously
- Ability to manage and prioritize own workload effectively, resolve conflicting priorities, and multi-task
- Results / Task orientated
- Strong customer focus/relationship building and partnership skills
- Must have ability to think creatively, confidence in ideas and conviction to influence others
- BS (MBA preferred) in Economics, Finance, Accounting, or related field
10
Finance Planning & Analysis Resume Examples & Samples
- Plan, reforecast, analyze and manage Retail Bank financial
- Prepare Monthly Financial Highlight for Senior Management
- Review Retail Banking Marketing, incentives, tactical proposals
- Prepare and analyze new product Profitability
- Review and analyze Product Profitability Report (PPR) by product, segment & branches
- Internal controls system: Ensure that internal control system is adequate to protect the corporation and provide reasonable assurance that the financial reports are reliable
- Integrity: Ensure the integrity of the entire financial process and for the accuracy of financial reports, and management performance reports
- Supports: Support other FPA activities such as “ad-hoc review performance deck, plan deck, etc
- Graduate degree from a recognized university (Accounting or Finance)
- Experience in Finance or Accounting
- Strong Interpersonal Skills
- Excellent verbal communication and writing skills in English
- Strong analytical, quality and service oriented skills
- Team Player and able to work under pressure
11
Senior Manager, Finance Planning & Analysis Resume Examples & Samples
- Lead the financial planning and reporting process for Studios
- Possess 10-12 years’ experience in financial analysis, planning and reporting. Prior working experience with a major studio / media industry will be an advantage
- Possess CPA/ CIMA qualificatio, MBA preferred
- Highly proficient in Excel (modelling, analysis, data management)
- Proficient in SAP R3, Cognos and Power Point
- Strong analytical/project skills, capable of managing an array of initiatives
- Ability to work independently and collaboratively/team-oriented
- Strong interpersonal skills, good communication skills
- Can-do attitude, driven and passionate about work
- Abililty to utilise systems to drive data-focused analysis
12
Finance Planning & Analysis Resume Examples & Samples
- University/College degree in Finance/Accounting
- 4 years of work experience in Finance/Accounting
- Strong Accounting background
13
Finance Associate Consumer Banking Field Finance Planning & Analysis Resume Examples & Samples
- Exceptional problem solving skills and attention to detail
- Strong written and verbal executive communication skills
- Self-motivated and passionate about business improvement as well as robust financial planning and analysis processes and results
- Ability to manage tight, changing and sometimes unreasonable deadlines
- Maturity and strong interpersonal skills; ability to interact with employees at all tenure levels and work with a team to accomplish common goals
- BA/BS in Finance, Economics, Accounting or related field with 2+ years progressive financial analysis experience
- Strong Excel and PowerPoint required, ability to work with large data sets such as Access and Essbase preferred
14
Finance Planning & Analysis Manager Resume Examples & Samples
- 1) Financial accounting, reporting and analysis, including month-end activities completed timely and in compliance with Abbott's financial policies and Generally Accepted Accounting Principles
- 2) Financial planning and analysis, including development and support of Plans, LBE's and LRP's as well as consolidation activities
- 3) Ensures proper tracking of commitments and expenditures along with proper accounting treatment and timely capitalization of assets
- 4) Provides financial leadership and guidance to operations including DCF / ROI's, proper writing of RCE's and Post Completion audits as well as interpretation of the Corporate Financial Manual (CFM's) and topics as well as issues around the treatment of projects and fixed assets
- 5) Partners with the IT on support of financially related systems including SAP
- 6) Establishes and/or enforces internal controls safeguarding Abbott's financial interest and providing guidance and counsel to operating and financial staff. Significant interaction with Corporate Audit and the SOX PMO
- 7) Manage and develops staff, including hiring, developing and training
- 8) Significant involvement in strategic and cross-divisional projects and teams
15
Manager, Finance Planning & Analysis Resume Examples & Samples
- Working with senior management and in-country Financial Planning & Analysis teams members to drive stretch, but deliverable budgets and forecasts and provides high quality analysis to support projections and any variances
- Conduct comprehensive financial analysis to provide strategic input to senior management
- Build pan-Asia knowledge and perspective and act as challenger of the status quo, to drive performance
- Provide ad-hoc analysis and project support for Asia leadership teams, including strategic insight into results, drivers and trends
- Support the Regional Finance Director in the delivery of management reporting to international headquarters and executives
- Develop best practice analysis to support in-country Financial Planning & Analysis teams
- Drive process improvement and fit-for-purpose standardization of reporting and analysis
- Minimum 6 years of relevant experience in a financial planning and analysis role
- Excellent interpersonal skills, an inquisitive mind, and the ability to work effectively in a matrix organization with multiple functions, together with a positive attitude and strong work ethic required
- Significant experience to engage, challenge and business partner with senior finance directors and commercial management
- A self-starter with strong influencing skills
- Detailed minded with the ability to retain a strong sense of the bigger picture
- Extensive experience in financial planning and analysis role(s)
- Strong leadership, management, communication and analytical skills
- Ability to work effectively with multiple functions and quick establish credibility with diverse audiences and be perceived as a leader
- A Bachelor of Arts or Bachelor of Science degree required, with a professional ACA/HKICPA or CIMA qualification
- An MBA would significantly enhance the candidate’s qualifications
16
Director, Finance Planning Analysis Resume Examples & Samples
- Bachelor’s degree in Finance; MBA is a preferred
- Minimum 7+ years financial analysis experience
- Experience building financial models and P&L analysis
- Activity-based costing and SAP Business Planning & Consolidation or Hyperion Enterprise experience are a plus
- Strong organizational, planning, quantitative and problem solving skills; strategic and creative thinking
- Ability to influence others by providing insight through research, analysis and collaboration
- Excellent verbal and written communication skills. Ability to communicate effectively with all levels of the organization
17
Business & Finance Planning & Analysis Manager Resume Examples & Samples
- Development and use of the local BU business planning models (forecasting, CRM, COP, LRP)
- Planning framework and calendar
- Business unit forecasting model and assumptions (sales & operating expenses)
- Ad hoc market and financial analyses
- Audited sales database
- Associated templates, training materials etc
- Market research education
- Forecasting and demand management
- Product & market
- Amgen IS applications and CRM system
- Amgen Values, culture, policies and business processes
- MAP training
- Effective meetings
18
Manager, Finance Planning & Analysis Resume Examples & Samples
- Provide guidance and leadership with the preparation of valuations required for technical accounting purposes
- Annual Five-Year forecast coordination, analysis and reporting to senior management
- Yearly operating budget coordination, analysis and reporting
- Quarterly operational forecast coordination, analysis and reporting
- Weekly forecasting and KPI development, coordination, analysis, and reporting
- Review of existing processes and development of new and/or improved processes in alignment with the Esterline Operating System
- Routinely communicate operational financial performance trends, historical & forecasted using appropriate metrics
- Suggest trends, resulting implications, key actions and strategic implications
- Knowledge and experience with the implementation of lean principles
- Strong analytical skills, documentation skills, and people skills
- Understanding of US GAAP
- Bachelor’s degree in Accounting, Finance, or similar required
- MBA, Master’s degree, or advanced financial certification preferred
- Project Management exposure desired
- Day Shift Schedule and may require extended hours based on Ad hoc work
19
Director of Finance, Planning & Analysis Resume Examples & Samples
- Lead the annual budget cycle starting with long range plans for growth and target setting for each marketing program. Provide constant solution based support to the business and guide the presentations to executive management. Identify and quantify risks and opportunities for different courses of action
- Develop, implement and interpret complex financial, data and compensation modeling concepts for both the sales and marketing businesses
- Forecast selected P&L items monthly based on sound methodology and key drivers
- Create monthly executive reporting package identifying key drivers and metrics of performance against budget, forecasts and prior years
- Lead efforts to continuously improve the efficiency and effectiveness of process. Provide team with special projects to assist with their development while providing the company analytical support with forward-thinking initiatives
- Performs other duties as needed
- Exceptional leadership and interpersonal skills, with an ability to establish and maintain value added relationships at all levels of the organization
- Must be able to manage multiple priorities in an efficient/timely manner by effective delegation
- Detail oriented and process focused driving measurable results within established timelines
- Ability to understand the business drivers behind the financial statements and how they affect financial performance
- Able to work effectively in a fast-paced environment and deliver on deadlines
- Able to work in a fast-paced environment
- Expertise with Excel
- Expertise operationally managing Oracle Planning (or similar enterprise planning system)
- Ability to create, maintain and distribute accurate reporting on a systematic efficient basis
- Expertise creating driver based, complicated financial models to support budgets, forecasts and business decision making
- Mastery in creating communications which simply explain complex problems and solutions
- 8+ years experience in a progressive leadership capacity, with particular expertise in financial planning and analysis in a forward thinking rapidly expanding environment
20
Finance Planning & Analysis Intern Resume Examples & Samples
- Participating in our annual comprehensive budgeting and business planning processes
- Participating in the weekly forecasting process for our $1.5 billion global cost
- Generating, analyzing and publishing critical financial and business reports
- Supporting recurring financial closes through continued analytics and performance of validation checks
- Supporting the maintenance of our global financial reporting systems and structure
- Performing several adhoc tasks including
- Variance analysis
- Corporate Financial reviews
- Adhoc projects
- Day to day management of the internship programs including
- Maintaining contacts with relevant universities
- Keeping track of key recruitment events and job fairs
- Screening, pre selection and interviewing relevant candidates
- On boarding and training of new interns
- Driving implementation of all FP&A policies and procedures
- The candidate needs to be a student throughout the whole duration of the internship
- The candidate needs to have a valid visa to work and life in the Netherlands
21
Manager Finance Planning & Analysis Resume Examples & Samples
- Coordinates development of the annual LRP and LE forecast by ensuring all elements of the forecast are being prepared in accordance with approved methodologies and that models reflect latest historical data and corporate approved planning assumptions where appropriate
- Manages the development and distribution of presentation materials to communicate actual, LRP and LE results including: monthly actual results, executive quarterly management and board meeting presentations
- Performs various scenario, strategic and ad hoc financial analyses and special projects at the request of management
- Provides timely and accurate analysis and support for regulatory proceedings and rate filings
- Serves as mentor and provides guidance to analysts and senior analysts in development and preparation of financial analyses, reports and presentations
22
Finance Planning & Analysis Manager Resume Examples & Samples
- 3+ years’ experience as Manager of Financial Planning and Analysis
- Strong leadership skills required. Experience in multi-unit retail and project concepts preferred
- Advanced Microsoft Excel and PowerPoint skills. Access and SAP skills desirable
- Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity
23
Finance Planning & Analysis Manager Resume Examples & Samples
- Prepare monthly journal entries and account reconciliations
- Review and analyze monthly, quarterly, and annual financial performance to explain variances and determine key drivers impacting the business unit performance
- Administer sales programs for the US Engines business
- Reconcile balance sheet accounts and prepare analysis for quarterly balance sheet reviews
- Coordinate the preparation of the annual budget
- Direct the monthly preparation and review of the forecast. Evaluate and apprise senior management of issues that may lead to problems as well as identify and help implement solutions
- Provide finance and business support for Sales, Marketing, and Category Management organizations
- Participate in new product teams as the finance lead. Prepare business cases, sensitivity analyses, and recommendations to drive program success
- Ensures business unit meets Brunswick internal control requirements
- Manage and develop personnel needed as part of an effective financial team
- Provide ad hoc analysis and lead special projects as requests are made and assigned
- 4-8 years of demonstrated experience and accomplishment in financial analysis and planning
- Experience working in a team environment with various functions of the organization
24
Regional Senior Finance Planning & Analysis Resume Examples & Samples
- Develop, standardize and automate business focused financial and performance reports using reporting tools
- Provide monthly/quarterly reports and analysis of financial and performance KPI’s including P&L and Trade Working Capital
- Provide real time ad-hoc analysis
- Assist in preparation and loading of forecasts on monthly, quarterly, and annual basis
- Compile financial information for business reviews
- Provides timely and accurate data for financial planning / analysis
- Assist with the completion of annual financial plans (including Opex and Capex plans), budgets and forecasts as required
- Prepare financial records for a specific business unit / area
- Operate within established finance procedures
- Document risks and escalate to management
- Ensure adequate internal controls are maintained
- Prompt response to all information requests
- Achieve deadlines set by leadership and the business and proactively monitor and raise instances where deadlines cannot be met in a timely fashion
- 10+ years of experience in Financial Planning and Analysis or equivalent experience in Accounting/Finance
- Strong customer and business orientation and desire to develop business acumen
- Advanced Microsoft Excel and PowerPoint skills. Hyperion Enterprise and Essbase knowledge highly required
- Strong communication and interpersonal skills and ability to work in a cross-functional, fast-paced environment
- Fluent in English and additional language an advantage
25
Director of Finance, Planning & Analysis Resume Examples & Samples
- Bachelor's Degree in Finance/Accounting or Economics
- 10 of years Accounting or Finance experience
- Experience with Oracle desired
- Ability to translate and communicate complex financial concepts and results to individuals on various levels throughout the business
- Must have strong team values, excellent communication and listening skills and be self-motivated
- GL and MS Suite experience a must
- A CPA or MBA preferred
- Must be a hands-on individual with good analytical skills
- Direct the financial activities of the organization and prepare financial statements for management guidance
- Create and audit internal metric reporting to support the financial and budgetary goals of the organization. Update as needed to be more useful and efficient
- Develop, analyze and interpret accounting and statistical data to appraise operating results against budget
- Coordinate and direct the preparation of the yearly budgetary and financial forecasting activities
- Reviews analyses of activities, operations and forecast data to determine department or division progress toward stated goals and objectives
- Ensure integrity and control of critical systematic and interactive processes from which financial data is generated
- Direct the inventory control and inventory management functions of the organization including physical inventory, monthly cost of goods processing, labor roll-forwards by production area and monthly G/L to physical inventory reconciliation
- Maintain and meet all SOX compliance requirements
- Meet all Enterprise reporting timelines
- Directs the overall financial plans and accounting practices of the organization
- Oversees financial and accounting system controls and standards and ensures timely financial and statistical reports for management
- Participates in formulating and administering company policies and developing long range goals and objectives
- Provide financial statements, analysis and supporting exhibits for internal and external users
- Maintain the company's system of accounts to support all transactions and assets
26
Senior Analyst, Finance Planning & Analysis Resume Examples & Samples
- Build trusted relationships with key business partners and any related parties
- Manage P&L forecasting processes for Business Group (monthly and quarterly forecasts, scenario modeling, HC reporting and adhoc analysis)
- Identify and execute financial analysis to optimize business performance
- Excellent interpersonal and communication skill to influence others appropriately
- Proactive, passionate and flexible to changes
- Ability to work cross functionally and internationally in a complex matrix organization
- Experience with the following systems: Hyperion, Oracle, Business Objects, (other BI tools are a plus)
27
Finance Planning & Analysis Specialist Resume Examples & Samples
- Build business cases including pricing that we will quote to customers
- Lead the sales forecast process
- ROI analysis of marketing programs
- Analysis and reporting of actuals, outlook, forecast, and plan
- Ownership of monthly and quarterly close process
- Balance Sheet Management & accounting analysis for sales and marketing programs
- Assist in the contract management process (review term sheets and product agreements, assist in financial aspects of negotiations, load contracts into system)
- Assist in the preparation of financial packages for senior Finance/Sales management review
- Ad hoc analysis for the sales organization
- Interface with expanded Sales team, Marketing, Supply Chain, Product Operations, R&D, and Pricing
- BS Degree in Finance, Accounting, or related field
- 2-4 years experience
- Intermediate or Advanced user of Microsoft Excel
- Strong critical thinking and analytical skills
- Team player who fosters collaboration among various groups
- Quantitative abilities
- Basic knowledge of or interest in the wireless/smartphone industry
28
Manager Finance Planning Analysis Resume Examples & Samples
- Bachelor's degree in Business Administration, Finance, or related field
- 6+ years of corporate finance experience (financial modeling), with 3+ years of management-level experience managing direct reports
- Expert in MS Office Suite (Excel, PowerPoint, Word)
- Ability to work in fast-paced, dynamic environment with confidence, as this position offers lots of direct exposure to senior leadership at the company
- Highly organized with great communication skills and ability to present data and analysis to senior management: synthesizing complex data into concise message and presentation
29
Finance Planning & Analysis Manager Resume Examples & Samples
- Objectives are reviewed by senior management to determine success of operation
- Requires the ability to change the thinking of, or gain acceptance of, others in sensitive situations
- Familiar with China tax system and under it impact to company cost structure
- Project management, capital expenditure control and tracking
- Keep good communication with global integration and PMT team to make sure things goes as schedule
- Bachelor degree in Accounting, more than 8 years working experience in manufactory industry
- Experience in ERP system (Oracle, Hyperion) is a major advantage
- Prefer experience in costing more than 5 years
- Good command of English
- Team player, detail oriented, able to work under pressure
- Our employees are the reason we have been successful in the past and the reason we will be successful in the future. Employees’ skills, talents and work ethic have defined the business and will shape our collective future
30
Director, Finance Planning & Analysis Resume Examples & Samples
- Demonstrated ability to think and act strategically, while focusing and executing tactically to ensure successful and timely outcomes
- Proven mastery of progressive financial modeling and valuation methodologies as well as sound general financial management practices
- Detail oriented and process focused with evidence of driving measurable results within established timelines
- The ability to work as a business partner is critical
- Solid business acumen and judgment
- Must be able to manage multiple priorities in an efficient/timely manner, including effective delegation
- Must be able to handle multiple competing priorities
- Experience with Peoplesoft preferred
- Experience with Hyperion &/or Oracle preferred
- Ability to create systematic, sustainable reporting
- 8+ years’ experience in a leadership capacity, with particular expertise in financial planning and analysis in a forward thinking rapidly expanding environment
- 3+ years’ experience in management of a related financial/accounting function
- Timeshare industry experience, preferred
31
Finance, Planning & Analysis Analyst Resume Examples & Samples
- 2 Sisters has setup a FP&A function within Group Finance. This team is to provide central analysis of both group revenues and costs, in addition to all investment appraisals and continuous improvement projects
- Producing reports: profit and loss/Management/Monthly & Quarterly
- Creating balance sheets
- Analysis of data – Revenues/Cost within the business (Overheads/Labour etc.)
- Book keeping
- Consolidation reports (Group spend)
- Market Trend Reporting
- Navision & SAP
32
Global Cards Finance Planning & Analysis Analyst Resume Examples & Samples
- Support the Costco product team through analysis, forecasting, planning and business case development. Provide all aspects of financial oversight including budgeting, reporting and planning. Work with Product leadership to manage strategic and financial issues and to achieve all financial goals and targets and understand financial trends
- Insure expense control, monitoring and budgeting
- Produce contractual partner reporting and analysis
- Partner cross-functionally with Business leadership to assess business drivers, P&L performance and to maintain a high standard of controls
- Develop analytical frameworks and create business cases to support financially sound strategic decisions for product related investments, Revenue initiatives, new product and initiative launches and changes to customer product offerings and pricing
- Deliver on product portfolio financial objectives including Revenue and Expense goals
- Closely monitor and analyze the performance of the new Costco portfolio versus the forecast and original business case. Communicate performance to Card Senior Management, the Global Card CFO and provide clear, timely updates through the quarterly CFO flash reviews. Analyze actual profitability performance and update management on expectations, as well as develop communications to the partner Costco
- Represent Finance at Business meetings
- Create an efficient business and reporting framework and manage production of accurate, timely financial reporting
- Prepare decks for Senior Management with insights on product portfolio performance
- Along with business partners, drive key strategic initiatives
- Bachelor's degree in Accounting or Finance, professional accounting certification and/or MBA preferred
- At least 3 plus years of relevant experience in financial services, preferably in a large complex organization with responsibilities across multiple businesses
- Strong financial modeling skills with the ability to drive top down strategic and operational plans
- Ability to build strong relationships and interact at all levels in the organization
- Excellent interpersonal, communication and leadership skills
- Proven process management skills
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Finance Planning & Analysis Manager Resume Examples & Samples
- Responsibility for all Operating Expenses (c£60m) and Employees (c900) reporting in Healthcare GB&I. This will include
- Conducting all cost centre controlling and reporting utilising base system and Opex tool to effectively give increased transparency on Healthcare cost performance
- Key responsibility to produce cost centre information and conduct monthly reviews for all cost centre managers / groups. Additionally, prepare annual and rolling budget cost updates, co-ordinate and prepare presentations for budgetary signoff prior to MTA (Med Target Agreement) round
- Other Analytical tasks - Responsibility to monitor Employees, track performance, review recruitment plans, analyse attrition and provide forecast information into monthly FC process
- Responsibility for MTA (Budget 1) / MBR (Budget 2) inputs in internal Healthcare HQ PATH tool
- Support Function finance business partner for HR, Accounting & Controlling, Legal, Marketing, Compliance departments
- Conduct corporate cost allocation (Infrastructure costs) analysis and challenge allocations received by Healthcare. Co-ordinate Internal Service Agreement (ISA) annual process with internal providers ensuring CFO review and approval for all GB&I Healthcare entities
- Business Commentary - Ensure that monthly GB&I SG&A & Employees KPI commentary is completed on a timely basis by U+7 (or as requested by WEA Region Performance Controlling)
- Maintain Siemens Healthcare GB&I Cost Allocations model, developing knowledge of cost drivers, monitoring monthly variances and refine model for GB&I ensuring updates are implemented based on new allocation keys
- Prepare annual comparative analysis which indicates underlying cost changes (own vs. allocated) and changes based on revenue across years
- Participate in multiple cost saving projects/initiatives
- Responsibility for co-ordination of all Hosted employees (c30) (creation of ISA's with other Siemens companies, monitoring costs and analysis, budget creation, and recharge to correct legal entity)
- Participate with business compliance in accordance with Siemens Financial Reporting guidelines and IFRS accounting guidelines, and involvement with monitoring of financial controls and testing to ensure business adherence to the latest Internal Control over Financial Reporting requirements
- Qualified accountant (ACCA, ACA, CIMA)
- Self-motivated, with the ability to set priorities and manage to tight deadlines
- Numerate, and highly proficient in the use of Excel, Word, PowerPoint
- Experience in an FP&A role/dept
- Individual who has worked with/presented to senior finance management
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Finance Planning & Analysis Controller Resume Examples & Samples
- Accountable for integrity and accuracy of PSI financial statements, including month end close, variance analysis, and forecasting
- Responsible for Sarbanes-Oxley compliance, contract analysis, six sigma / productivity validation, Capex validation and assumptions and cost center management. Support PSI financial & accounting requirements and provide guidance and advice regarding overall financial policies and regulations. Work closely with USIG management, Corporate functions and JV partners to ensure regional compliance
- Strong Partner with the PSI President, PSI Business and Operations Management and other functional staff to identify operational and financial issues and implement corrective action plans, as appropriate. Prepare and execute region budget and strategy, monitor and manage key business drivers of financial results, appropriately communicate business trends and results to senior staff, and oversee the integration of finance and accounting discipline into the regional operations. Prepare monthly business reviews for discussion with USIG Senior Management. Review capital plans and prepare CBP's
- Position will have direct reports throughout the country and partially relies on shared service accounting and credit/collection support from Tonawanda, so individual must exhibit good interpersonal communication and management skills.- Some travel required within North America to visit locations, suppliers and customers
- Bachelor's Degree in Accounting or Finance
- 8-10 years in an operations or manufacturing environment, experience within the industrial gases industry is strongly preferred
- Operational Accounting background a plus
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Finance Planning Analysis Resume Examples & Samples
- Create financial and statistical models to help analyze business performance and develop budgets, long-range plans, and forecasts
- Evaluate revenue and margin enhancement opportunities across markets (e.g., inventory management, rent and payroll optimization, marketing campaigns)
- Analyze cost structures across markets and explore opportunities to increase operating efficiencies through benchmarking analysis and present findings to management
- Analyze store performance data to identify trends, segment customers, and present findings to the markets management team
- Develop and generate cross-market reporting (e.g., monthly close reporting, One-times, Flash, etc.)
- Have a strong understanding of Foreign Exchange impact and how this affects the planning process and year-over-year trends
- Analyze and track market macro and microeconomic conditions, determine which will have meaningful impacts on the business and identify risks and opportunities accordingly
- Master’s of Business Administration or Master’s of Management preferred
- Five or more years of increasing management responsibility
- A team player that gets results by working with people as a problem solver and decisive decision maker
- A confident self-starter, who can work independently and is willing to “roll up his/her sleeves”
- Efficient self-audit skills
- Excellent oral/written communication and presentation skills
- Superior analytical and quantitative skills, with the ability to draw conclusions from the analysis
- Strong knowledge of application software (including but not limited to: spreadsheet, database, and graphics). Specifically, Microsoft Excel and Microsoft PowerPoint
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Finance & Planning Analysis Manager Bduk Resume Examples & Samples
- Provide exceptional leadership to a team of FP&A analysts covering multiple different statements of work across multiple geographical locations
- Day-to-day management of the team providing daily tasking, guidance, coaching, setting expectations, reviewing outputs and driving improvements in both quality and productivity through an intense focus on standardization and adoption of best practice techniques
- Deliver strong business partnering both personally and through all team members to key stakeholders within BDUK & T&FS
- Lead the Long Range Business Planning cycles (LRBP) for all business areas, including consolidation level for BDUK
- Lead monthly financial forecasting processes to deliver timely and accurate forecasts to the business leaders, working in partnership with the Senior Business Managers
- Publish formal annual direct labour and overhead rate forecasts and track in-year adherence and adjust as required
- Manage monthly forecasts for overhead cost tracking partnering with departmental managers to provide solid support for overhead forecasting
- Support business decision making using advanced financial modelling capabilities
- Provide financial support to focus projects and key initiatives across the business
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Finance Planning & Analysis Analyst Resume Examples & Samples
- You will participate in the budgeting process across IPF Digital, ensuring compliance with Group budgeting requirements and the provision of support to in-market financial controllers where required
- You will provide a robust challenge to the output with the aim of improving the quality of budgeting across IPF Digital
- You will perform forecasting and scenario testing as part of the budget process
- You will support FP&A Manager with the delivery of forecasts and budgets
- You will build financial models and analysis for key projects
- You will enhance the understanding of the forecasting process across the hub & country teams
- You will consolidate country budgets to produce the IPF Digital P&L, Balance Sheet & Cash flow
- You will undertake the analysis of revenue and impairment trends across the IPF Digital organisation
- You will undertake the analysis of cost base and provide challenge around investment undertaken by the business
- You will provide a good service to internal and external stakeholders ensuring that output matches their requirements and expectations
- You will support the quarterly rolling forecast process, ensuring forecasts are robust and a reflection of the latest trading position to support external financial guidance
- You will support the delivery of forecasts and budgets for new market entry, financial cases for strategic investments and new businesses challenging inputs, providing insight of existing markets and providing analysis of the business case to project sponsors, finance leaders and the IPF Digital senior management Team. Alternatively you will provide support, where required, if this is being performed by the FP&A Manager or Head of Commercial Finance
- You will work independently in an efficient and focused way
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Finance Planning & Analysis Analyst, AVP Resume Examples & Samples
- Thorough understanding of all aspects of the Agreement and financial implications across revenue and expense categories
- Work with all relevant Citi systems (Pearl, JADE, etc.) to manage the financial benefits of the Agreement
- Manage the reporting of the financial benefits and booking standards globally for the Agreement
- Lead interactions with Tax, Accounting and Functional Partners for the Agreement
- Drive the MCA process for GDP Finance, with focus on reimbursed funds from the Agreement and Balance Sheet management
- Lead the completion of financial deliverables for GDP namely outlook, Plan and quarterly business reviews
- Ensure that GDP expenses are within Citi Policy
- Bachelor’s Degree in Finance, Economics or Accounting
- At least 2 years of relevant experience
- Advanced excel and power point skills
- Quantitative and qualitative problem-solving skills
- Experience working effectively in a fast paced environment with shifting priorities
- Demonstrated ability to develop value-add business partnerships
- Familiarity with wallets, mobile payments, NFC, tokenization, and other emerging payment technologies is a plus
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Finance Planning & Analysis Controller Resume Examples & Samples
- Lead the finance function of the South Region and Praxair Services Inc
- Strong Partner with the Regional Vice President (RVP), President of PSI, Business Director's and other functional staff to identify operational and financial issues and implement corrective action plans, as appropriate
- Monthly reporting on financial results, forecast and variances
- Monitor and manage key business drivers of financial results, appropriately communicate business trends and results to senior staff, and oversee the integration of finance and accounting discipline into operations
- Provides financial consulting and strategic support to business management, including financial presentations, capital expenditure analysis, industry/peer group comparisons, acquisitions analysis and other projects requested by management
- Liaise with shared services in Tonawanda and Danbury to ensure appropriate accounting treatment for transactions in the region
- Assist sales team in developing proposals for new merchant and onsite business
- Report out on monthly business trends to USIG management
- Accountable for optimizing working capital for the South Region and PSI
- Coordinate with sales and Customer financial Services on DSO and late paying customers
- Assist senior management in developing growth strategy for the businesses
- Responsible for validation and approvals on capital spend
- Annual budget process
- Provide guidance to management on overall financial policies and regulations
- 15% travel
- Candidate must be willing to relocate to one or more regions within 2-5 years
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Lead Analyst, Finance Planning Analysis Resume Examples & Samples
- Support the monthly, annual budget, and stress testing forecast process (rate curve, balance sheet, Net Interest Income, Net Interest Margin, contribution analysis etc.) using Oracle/Hyperion platform, Econometric Models, PolyPaths ALM application, and Excel models
- Support design and creation of reports that show the drivers of changes in forecasts
- Support forecast and management of the Bank and consolidated capital ratios to ensure they are managed effectively
- Support preparation of presentations, reports, and analysis to support quarterly earnings release and guidance
- Support analysis of actuals and the drivers of change in actuals and variance with forecasts
- Partner with a wide range of internal business partners to understand the variances between actuals and forecasts, and between forecasts
- Support design and preparation of presentations, reports, and analysis to provide actionable insights for management
- Support carrying out analysis to identify, assess, and evaluate the impact of potential changes to the business strategy
- Leverage the different IT systems/applications to extract, transform, and manipulate data for use in forecasting – define how data needs to be reported, viewed, and/or analyzed
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Manager, Finance Planning Analysis Resume Examples & Samples
- Lead the monthly, annual budget, and stress testing forecast process (rate curve, balance sheet, Net Interest Income, Net Interest Margin, contribution analysis etc.) using Oracle/Hyperion platform, Econometric Models, PolyPaths ALM application, and Excel models
- Design and create reports that show the drivers of changes in forecasts
- Forecast and manage the Bank and consolidated capital ratios to ensure they are managed effectively
- Work with model development team to develop new econometric forecasting models
- Design and prepare presentations, reports, and analysis to support quarterly earnings release and guidance
- Analyze actuals and the drivers of change in actuals and variance with forecasts
- Partner with a wide range of internal business partners to understand, explain, and factor into the forecast the drivers of the changes in the business
- Design and prepare presentations, reports, and analysis to provide actionable insights for management
- Carry out analysis to identify, assess, and evaluate the impact of potential changes to the business strategy. Develop ad-hoc alternative ‘what-if’ scenarios (for e.g., interest rate environments, growing balance sheet size, capital down-streams & infusions, bank after tax earnings projections, deferred tax asset impacts, loan losses, and reserve allowances release etc.) that provide insights to management to make decisions
- Identify improvements and implement changes to make the forecast process more effective
- Implement changes to IT systems/applications by identifying opportunities for improvement, creating business requirements, and collaborating with the IT partners on the implementation
- Support firm-wide strategic objective of crossing $50B balance sheet size and transforming our current process from a DFAST framework to one fully complies with CCAR requirements by making significant improvements to capital planning processes
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Senior Spclst, Finance Planning & Analysis Resume Examples & Samples
- Overall responsible for Financial Planning & Analysis function
- Provide all aspects of management accounting in supporting the decision making process
- Financial Support the Business Units/Functional directors/Product Managers/Other Support functions
- Perform financial analysis in a monthly, quarterly and annual basis through continuous enquiring and monitoring of sales, expenses, risks and opportunities to achieve the target sales and income in the Approved Plan
- Responsible for the coordination, compilation and preparation of the Strategic Planning, the long range operating plans and the short-term operating plans across multiple functional areas
- Develop, coordinate, compile and align the Country Grid to the Asia Grid and track milestone/progress
- Support pricing control and new products pricing
- Analyze business/pharmaceutical information and report to Management
- Ensures compliance with and adherence to all business matters, corporate deadlines, accounting, tax and other regulatory requirements
- Drive improvements in forecasting process to achieve operational excellence
- At least 3 years in Financial Planning or relevant finance experience
- Adequate exposure to ERP systems, preferably SAP
- Experience in MNC – preferably but not limited to the pharmaceutical industry
- Proficiency in PC skills, Microsoft Office software (SAP system preferable)
- Good organizational skills, proactive and self-motivated with ability to multi-task
- Good communication skills, ability to work effectively on cross-functional teams and with both internal and external parties
- Able to analyze data, highlight exceptions and provide useful insights
- Good knowledge of internal control principles
- Highest level of ethics and integrity
- Able to deal with multiple stakeholders at different management levels
- Effective communicator, with strong interpersonal skills
- Self-starter, with strong problem-solving and conflict-resolution skills
- Strong quantitative and qualitative analytical skills, with ability to shift focus between details and overview as needed
- Execution-focused, with a collaborative working style
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Supv, Finance Planning & Analysis Resume Examples & Samples
- Leads and aligns financial forecasts and long range planning processes with our business leaders. Drives business value by providing financial and analytical counsel to facilitate decision-marking around strategic business initiatives
- Creates financial models and scenarios as a key input for business planning decisions in areas such as capital deployment, sourcing, product development, marketing strategies, and acquisitions
- Understands market dynamics and competitors. Conducts complex analysis, synthesizes and summarizes implications to business, influencing business partners using analytics and business understanding
- 4+ years experience in related field
- Coordinates and supervises the daily activities of operations, or business support staff
- Administers and executes policies and procedures
- Ensures employees operate within guidelines
- Decisions have a direct impact on work unit operations and customers
- Frequently interacts with subordinates, customers and peer groups at various management levels
- Interactions normally involve information exchange and basic problem resolution
