Financial Analysis Planning Resume Samples

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DS
D Sporer
Daren
Sporer
3525 Christina Stravenue
Houston
TX
3525 Christina Stravenue
Houston
TX
Experience Experience
02/2014 – present
Los Angeles, CA
Head of Group Financial Planning & Analysis
Head of Group Financial Planning & Analysis
02/2014 – present
Los Angeles, CA
Head of Group Financial Planning & Analysis
02/2014 – present
  • Providing analysis of and commentary on business performance including reporting to the Group Board
  • The Operating Profit and Working Capital risks and opportunities across the globe are properly managed
  • Working with the senior management
  • Working with the business and finance community to drive business performance
  • Clear record of being curious, robust and shrewd, driving improved financial performance within a business
  • Supporting the CFO in all financial analysis matter including senior management compensation schemes
  • Driving business performance in a low-cost environment
01/2009 – 09/2013
Phoenix, AZ
Senior Supervisor Financial Analysis & Planning
Senior Supervisor Financial Analysis & Planning
01/2009 – 09/2013
Phoenix, AZ
Senior Supervisor Financial Analysis & Planning
01/2009 – 09/2013
  • Provide financial reports and analysis to the Nordics organisation and management
  • Create and implement best practices for process improvement
  • Assist in preparation of financial presentations and later create them independently for executives
  • Maintain high employee morale that includes encouraging teamwork and building strong client relationships
  • Support and assist the business in improving their business
  • Organize the preparation of plan/ forecast/ MLP reporting to Region management for each planning cycle
  • Investigate capabilities of software upgrades to improve reporting function
09/2002 – 12/2008
Houston, TX
Financial Analysis & Planning
Financial Analysis & Planning
09/2002 – 12/2008
Houston, TX
Financial Analysis & Planning
09/2002 – 12/2008
  • Provide practice and business unit leaders with financial analyses and support, to help develop their financial plans
  • Create and implement leading practices for process improvement
  • Help report monthly financial results to senior management
  • Confident in working with individuals at all levels within the firm
  • A quality improvement-oriented, professional approach
  • Working with various stakeholders in executing projects
  • Computer proficiency in complex aspects of financial software packages such as Essbase, Hyperion, Business Objects, Excel, Access, PowerPoint, Internet Explorer, Lotus Notes, Outlook, etc
Education Education
Bachelor’s Degree in Accounting
Oregon State University
Bachelor’s Degree in Accounting
Skills Skills
  • Strong knowledge of Excel and PowerPoint (i.e. use of pivot tables, macros, arrays, etc)
  • Strong analytical skills and attention to detail
  • Ability to research issues/problems and provide a 'solution-based' approach
  • Adaptable to change and ambiguity in the work environment
  • Ability to multi-task and work autonomously within team environment
  • Knowledge of Essbase and SAPCO would be an added advantage
  • Maintain calendar of deliverables
  • Excellent communication skills (both verbal and written) and partnering skills
  • Support ad hoc requests from the Business and Senior Management
  • Working with various stakeholders in executing projects
Create a Resume
1

Financial Analysis & Planning Resume Examples & Samples

  • Lead the Financial Analyst group in the business unit, or practice Area
  • Help prepare the annual budget, and track expenditure to keep within budget
  • Develop firmwide planning information and guidelines. Communicate these to the business units to help prepare for their annual plans and financial outlooks
  • Prepare and report the financial plans and outlooks for senior leaders
  • Help report monthly financial results to senior management
  • Drive key Area and firm initiatives that involve process or procedural change for the organization
  • Maintain high employee morale, by encouraging teamwork and building strong internal and external client relationships
  • Create and implement leading practices for process improvement
  • Computer proficiency in complex aspects of financial software packages, including Essbase, Hyperion, Business Objects, Excel, Access, PowerPoint, Internet Explorer, and Lotus Notes
  • Adept at handling multiple projects concurrently
  • Confident in working with individuals at all levels within the firm
  • Good aptitude for dealing with complex systems issues
  • A minimum of 5-7 years experience in a professional services environment in a finance/business capacity
2

Senior Supervisor Financial Analysis & Planning Resume Examples & Samples

  • Provide financial reports and analysis to the Nordics organisation and management
  • Explain variances in performance compared to plan and prior year figures, both from a financial and business perspective
  • Take part in planning/forecasting
  • Support and assist the business in improving their business
  • Take part in improvement projects re. processes, procedures and systems
  • Organize the preparation of plan/ forecast/ MLP reporting to Region management for each planning cycle
  • Work and communicate with Locations and SL to have feedback and meet their needs and expectations on plan reporting and analysis
  • Assist Senior members in the analysis of monthly financial results; provide data and interpretation of financialresults, including statistical analysis, written communications and oral presentations
  • Implement/participate in driving key initiatives that involve process or procedural change for the organization
  • Maintain high employee morale that includes encouraging teamwork and building strong client relationships
3

Financial Analysis & Planning Senior Associate Resume Examples & Samples

  • Build plan/ forecast/ MLP reports in excel/ report builder based on mock- up which is developed by Senior team members of GPO (Global planning operations) team. The knowledge of financial metrics/ calculation of historical ratios/ trends are required
  • Build ad-hoc complex reports and analysis of planning figures, actual results based on view/ models which is developed by Senior team members
  • Assist GPO Senior members in the analysis of monthly financial results
  • Create Power Point presentations / assist in preparation of financial presentations for leadership
  • Investigate capabilities of software to improve reporting function
  • Perform other duties related to building financial reports/ improving financial reporting function
4

Supervisor Financial Analysis & Planning With Advanced VBA Skills Resume Examples & Samples

  • Provide financial reports and analysis to the Framalux organisation and management
  • Support the PBFA on-shore team by explaining variances in performance compared to plan and prior year figures, both from a financial and business perspective
  • Take part in planning/forecasting, by providing templates and data consolidation tools
  • Support and assist the business in improving their business, by providing business and financial analysis
  • Conduct ad hoc analysis and tasks
  • Actively participate to the monthly close process by providing databases and analysis
  • Prepare reporting’ views and models for analysis for each planning cycle (plan, forecast, MLP, revenue planning)
  • Manage, provide and review reports and analyses
  • Preparation of ad-hoc complex reports and analysis of planning figures, actual results
  • Assist Senior/Executive members in the analysis of monthly financial results- Assist in preparation of financial presentations and provide solution to increase insight and efficiency
  • Maintain high employee morale that includes encouraging teamwork and building strong relationships
  • Bachelor's degree (or equivalent based on local country) in finance, business administration, performance management, accounting or equivalent
  • 5-7+ years of experience in a professional atmosphere in a finance/business capacity with at least 3 years of supervisory, forecasting and budgeting experience
  • Excellent technical skills in terms of capacity to deliver advanced reporting and analysis solutions
  • Capacity to propose new solutions to improve efficiency in terms of data and analysis delivery
  • Advanced Excel knowledge ( VBA). Capacity to build templates and databases
  • Access (SQL knowledge would be an asset)
  • Financial management, financial assistant, and/or financial analyst experience beneficial
  • Position is responsible for preparing information to be reported to SL and Area Executive management
  • Position is expected to have autonomy and proactively raise issues or concerns to Senior/Executive members as necessary
  • Computer proficiency: be proficient or trainable in complex aspects of financial software packages, including Essbase, Hyperion, Business Objects, PowerPoint, Internet Explorer, and Lotus Notes
  • Ability to gain respect of both the finance community and client serving teams
  • Good presentation, leadership, problem-solving, analytical, and listening skills
  • Ability to teach new skills to others
  • Travel may be required based on business need
  • The position is expected to participate in special projects
5

Supervisor Financial Analysis & Planning Resume Examples & Samples

  • Provide financial reports and analysis to the local finance manager, COO and supervisors located in an international structure
  • Support and assist in improving their business
  • Conduct cost controls
  • Take part in improvement projects processes, procedures and systems
  • Organize the preparation of plan/ forecast/reporting to management for each planning cycle
  • Prepare reporting’ views and models for analysis for each planning cycle (plan, forecast)
  • Manage and review reports and analyses
  • Work and communicate with Locations and Service Functions to have feedback and meet their needs and expectations on plan reporting and analysis
  • Assist Senior members in the analysis of monthly financial results; provide data and interpretation of financial results, including statistical analysis, written communications and oral presentations
  • Assist in preparation of financial presentations and later create them independently for executives
  • Investigate capabilities of software upgrades to improve reporting function
  • Create and implement best practices for process improvement
  • Prioritize tasks to accomplish firm goals and objectives
6

CCB Planning & Analysis Financial Associcate Resume Examples & Samples

  • Serve as the focal point for all industry and competitive information, business models and strategies. Will leverage prior experience, judgment and information to provide recommendations to senior management
  • Responsible for carrying out in-depth industry and company research from a variety of sources, such as company reports/presentations, trade publications, annual reports, regulatory filings, web-based resources, etc
  • Conduct comprehensive analysis of quarterly earnings of banking industry – focusing on Retail Banking, Credit Card, Auto Lending and Mortgage Banking
  • Provide insights and actionable recommendations to senior management based on competitors’ strategies and product innovations
  • Participate in ad hoc requests for senior management including preparing talking points for investor meetings/presentations
  • Excellent quantitative and analytical problem solving skills
  • Adept at written and oral communication skills as the job entails owning analyses and communicating results
  • Incumbent must have the ability to comprehend complex concepts in a fast-paced, dynamic environment and clearly and concisely articulate key recommendations
  • Team player who can work across numerous lines of businesses and with corporate, and manage the demands of senior management and the unpredictable and constantly varying subject matter of projects
  • Strong judgment, professional maturity and personal integrity
7

Financial Analysis & Planning Resume Examples & Samples

  • Gather, review and analyze Americas level financial information
  • Update, revise and recommend qualitative and quantitative financial information for Americas level reporting
  • Prepare and analyze various recurring and ad hoc finance related reports for senior leaders
  • Provide Service Line and Region leaders with ad hoc financial analyses and support
  • Prioritize tasks to accomplish firm, service line, or Region goals and objectives
  • Mentor and train other finance individuals, as appropriate
  • Help with the month-end financial close (includes journal entry preparation, financial statement analyses, ad hoc reporting, etc.)
  • Computer proficiency in complex aspects of financial software packages such as Essbase, Hyperion, Business Objects, Excel, Access, PowerPoint, Internet Explorer, Lotus Notes, Outlook, etc
8

Financial Analysis Planning Resume Examples & Samples

  • Develop presentations, analysis and supporting materials for Executive and Senior management
  • Collaborate with business partners across Mortgage Banking and the organization to ensure the timely, accurate and effective delivery of key initiatives and ad-hoc projects
  • Essential skills, experience, and qualifications
  • The candidate must be a self starter, work well collaboratively and be able to work in a fast paced, results-driven environment
  • BA/BS in Finance, Economics, Accounting or related field with 5 years of related experience, preferably in the financial services industry
  • Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations; comfortable presenting to management
  • Solid partnership skills - ability to partner across all levels in Finance, the Business and other functional areas
  • Professional character - strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results oriented
  • Strong quantitative, analytical, and problem solving skills
  • Excellent organizational skills and the ability to manage multiple tasks simultaneously
  • Extreme attention to detail and time management skills
  • Proficiency in Microsoft Office applications, particularly PowerPoint and Excel
  • JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran
9

Markets Financial Planning & Analysis Group Manager for Expenses Resume Examples & Samples

  • 7-10+ years of experience within Financial Services
  • Bachelor's Degree in Finance, Economics, or related field required -The ideal candidate should
  • Demonstrate strong technical/analytical skills -Strong management skills including the ability to work with employees and stakeholders in various locations
  • Have excellent data management skills (Advanced Excel, MS Word, PowerPoint, and Essbase a plus)
  • Ability to adapt to a changing environment and learn how to utilize new systems / platforms
  • Be able to work autonomously and have the ability to adapt to changing priorities -Be knowledgeable in financial planning and reporting initiatives
  • Present considerable energy, focus and drive
  • The ability to think creatively, identify and solve process and reporting challenges are key attributes to success
  • Multi-tasking as well as the ability to deal effectively with senior and mid-level members of Markets and Finance areas are essential
10

Lead Consultant FEP Financial Planning & Analysis Resume Examples & Samples

  • Accountable for working with key FEP DO business leaders, multi-department management, and staff to develop, maintain and foster financial decision making through analysis, reporting and communications in order to fully understand yearly results, trends, annual budget submissions, recurring year to date variances and forecasts
  • Manage the annual budget submission and monthly tracking of actual results against budget to include all expense, capital, revenue, and financial decision support activities within the divisions
  • Advise and create business-driven financial analyses, ensuring alignment with business strategies, priorities, and financial requirements, including
  • A Bachelor’s degree in a Finance or Business discipline
  • A minimum of 8 years experience in a broad business background, with progressive responsibility within a similar environment
  • Excellent financial analytical skills with a proven track record of building strong business cases and influencing senior management
  • Demonstrated ability to understand and analyze complex business and market requirements, model and create solutions to meet current and anticipated demands and projections
  • Strong interpersonal skills, including the ability to develop and maintain critical relationships both internal and external
  • Expert level of competency with preparing spreadsheets and in using EXCEL, Word, and PowerPoint to support financial analysis tools and outputs
  • Familiar with Hyperion and/or PeopleSoft a plus
  • Excellent conceptual, analytical, written and verbal communication skills
  • Ability to exercise professional judgment, initiative, and resourcefulness in advising senior management of alternative financial and business recommendations and strategies
  • Demonstrated ability to manage multiple tasks in a fast-paced environment
  • Ongoing, continuing education in a range of healthcare management issues strongly encouraged
11

International Financial Planning & Analysis Analyst Resume Examples & Samples

  • 3 years’ experience in a similar role
  • A good working knowledge of Oracle and associated applications would be an advantage
  • Excellent working knowledge of MS Excel is essential
12

Principal Financial Planning & Analysis Analyst Resume Examples & Samples

  • Prepare, monitor, and report on business unit and or department level financials
  • Responsible for all month / year end closing entries for responsible business units / departments
  • Responsible for month end financial reporting of results which may include, analysis of results, fixed assets, over / under positions, backlog, unallowable costs, incentive compensation, financial summaries, and cash flow
  • Prepares annual budgets and forecasts for responsible business units/departments working directly with department managers and PCO manager
  • EAC responsibilities
  • 5year and budget planning rollout and consolidation process
  • Ensures all internal financial and control policies and procedures are followed
  • Ensures compliance with government regulations
  • May provide work leadership for lower level finance and PCO employees
  • Familiarity with SAP and job cost accounting systems
  • US Government security clearance may be required. A willingness to apply and US citizenship are required
  • Minimum 6 years experience with related Bachelors degree or a minimum 4 years experience with related Masters degree
  • Strong verbal and written communication, interpersonal, and organizational skills
  • Self-starter with strong analytical and problem solving skills
  • Discretion with sensitive data and a high level of professionalism
  • Prior Government/Defense contracting experience
13

Financial Planning & Analysis Intern Global Products Resume Examples & Samples

  • Performing project tasks including: data gathering, specialized analysis, and preparing reports and presentations
  • Completing key planning, forecasting, reporting, and analysis activities as needed
  • Assist in identifying /implementing solutions that save time, eliminate waste, improve quality, and add insight
  • Strong Microsoft Excel spreadsheet proficiency
  • Strong analytical thinking skills and ability to solve programs
  • Ability to manage multiple projects and work with cross-functional teams with minimum guidance
  • Assignment starts June 2017, must be able to start within this timing
14

Head of Group Financial Planning & Analysis Resume Examples & Samples

  • The provision of financial information for internal reporting is timely, accurate and insightful
  • The Forecasts and Budgets are realistic and balanced,
  • The FP&A processes across the globe are continually improving,
  • The Operating Profit and Working Capital risks and opportunities across the globe are properly managed
  • Qualified accountant with substantial global FP&A experience in a fast paced, ambitious and multinational environment within a FTSE100-sized company
  • Proven experience of business partnering and commercial acumen, with proven capability to communicate financial performance to senior executives
  • Strong communication, influencing, collaboration and relationship building skills across global cultures
  • Excellent stakeholder management skills
  • Clear record of being curious, robust and shrewd, driving improved financial performance within a business
  • Clear record of driving end-to-end FP&A process improvements
  • Experience of finance transformation projects, including ERP rollouts and offshoring
  • Experience of incorporating new acquisitions an advantage
  • Fluent English language skills
  • Other languages an advantage
  • Knowledge of the Media or Digital sectors an advantage
15

Morgan Stanley Bank National Association Financial Planning & Analysis Resume Examples & Samples

  • Support and produce the regular/official MSBNA forecasts (for revenues and expenses, balance sheet, RWA, etc.)
  • Lead development of presentations outlining key financial trends and analysis. Interact with constituents across business units, finance, treasury, strategy, risk, etc
  • Adopt and maintain governance enhancements related to financial analytics, through conducting forecast challenges, assist in model development and review process, and documentation of various financial narratives
  • Lead team of approximately 2-3 individuals
  • 5-10 years financial services experience; 3+ years focus on financial planning & analysis
  • Knowledge of funding, capital, and liquidity preferred but not required
  • Experience in DFAST process helpful but not required
16

Bev-financial Planning & Analysis Resume Examples & Samples

  • Practical experience on relevant projects while working with designated mentors
  • A competitive salary
  • Possible future employment
  • Housing assistance
  • Relocation reimbursement
  • In-house training
  • Group activities
  • Involved in detailed financial analysis and modeling
  • Exposure to reporting systems including Essbase, HFM, and BIPS
  • Opportunity for internal management reporting and presentations to executive team members
  • Cross-functional project team opportunities
17

Finance Leader, Financial Planning & Analysis Resume Examples & Samples

  • Lead the annual target & budget process by issuing guidelines, analyzing company performance, producing key management reporting, consolidation of information and tracking of all changes
  • Lead the development of the Strategic Planning process by analyzing product and business units plans, setting the guidelines and developing schedules
  • Support with creating/updating scenarios related to the Company’s Long Range Plan including ‘what-if’ scenario’s
  • Review operating reviews from regions and business units
  • Assist in consolidating and reporting company’s Capital & D&A Analysis
  • Assist in various FX (Local & Functional) analysis & projects
  • Perform ad-hoc financial analyses to support business decisions
  • Identification and implementation of improvements to the planning and budgeting process
18

Retail Financial Planning & Analysis Lead Resume Examples & Samples

  • Identify and drive value within retail business (stretch targets). Measured by profit improvement (wider margins), lower cost and driving performance. Focus management on most critical risks and opportunities
  • Thoroughly understands how to win in our retail markets and actions necessary to achieve
  • Partner closely with the other functions and business managers to ensure strategies are accomplished
  • Provides financial and change leadership by actively participating in high level retail business strategy planning. Provides necessary support to accomplish plans/strategy
  • Participate in retail customer solution teams with focus on offering financial solutions to retail customers
  • Deliver clear presentations including defending positions on controversial topics, adapt style to continuously seek ‘win/win’ solutions
  • Acts as a leadership team member of the appropriate Channel and Business Leadership teams
  • Able to drive the behavior, results or agenda needed for the Retail channel. Has a point of view and communicates it effectively thus influencing colleagues by supporting them, challenging them, providing unique perspective and delivering value
  • 8+ years relevant experience
  • Demonstrate strong commercial acumen. Able to understand the business (products/services, customers, processes) and their key drivers of success (how they make money,what the business costs are)
  • Developes a strategic perspective by creating effective business plans
  • Relates to others with candor, openness, and transparency
19

Protein Ingredients Financial Planning & Analysis Lead Resume Examples & Samples

  • 60% Financial Planning & Analysis
  • Identifies new metrics (i.e. KPIs) to drive performance relative to channel strategic priorities. Enhance scenario planning analysis for strategic planning activities of the foodservice channel
  • Identify and drive value within Protein Ingredients business (stretch targets). Measured by profit improvement (wider margins), lower cost and driving performance. Focus management on most critical risks and opportunities
  • Drive Cost to Serve analysis and sales effectiveness measurements to optimize performance
  • Thoroughly understands how to win in our protein ingredients markets and actions necessary to achieve
  • Provides financial and change leadership by actively participating in high level protein ingredients business strategy planning. Provides necessary support to accomplish plans/strategy
  • Participate in protein ingredients customer solution teams with focus on offering financial solutions to protein ingredients customers
  • 40% Business Partnership and Leveraging of Resources
  • Able to drive the behavior, results or agenda needed for the Protein Ingredient channel. Has a point of view and communicates it effectively thus influencing colleagues by supporting them, challenging them, providing unique perspective and delivering value
  • Lead Group processes, participate in M&A , etc as requested by the Group FP&A Lead
  • Bachelor’s Degree in Finance or other business-related degree
  • English proficiency
20

Growth Ventures Financial Planning & Analysis Lead Resume Examples & Samples

  • Identifies new metrics (i.e. KPIs) to drive performance relative to channel strategic priorities. Enhance scenario planning analysis for strategic planning activities of the retail channel
  • Identify and drive value within growth ventures business (stretch targets). Measured by profit improvement (wider margins), lower cost and driving performance. Focus management on most critical risks and opportunities
  • Ative role in strategic Pricing oversight and analysis
  • Ensure that customer pricing recommendations align with value based pricing model on a continuous basis always looking for opportunities to margin up
  • Thoroughly understands how to win in our non-traditional and growth markets and actions necessary to achieve
  • Understands, translates, and provides insight into business performance compared to competitor & industry trends. Ability to connect the dots
  • Provides financial and change leadership by actively participating in high level growth ventures business strategy planning. Provides necessary support to accomplish plans/strategy
  • Participate in growh ventures customer solution teams with focus on offering financial solutions to customers
  • Advises and provides financial leadership to the business channel
  • Provide broad knowledge of and connect with right relationships with COE partners for areas such as Tax, Treasury, Risk Management, Controls, etc as needed
  • Lead Group processes, participate in M&A , etc as requested by the Group FP&A Director
  • Consumer packaged goods business experience
  • *This position is posted both internally and externally
21

Director FP&A, Financial Planning & Analysis Resume Examples & Samples

  • Lead the business unit FP&A team and develop and maintain relationships with the business unit management and finance teams to ensure quality deliverables
  • Direct the overall process for development of the five-year strategic plan, annual financial budget and periodic forecast
  • Establish consistent business case templates to support new product offerings and transformation of the existing business
  • Perform scenario analysis of business initiatives relative to the annual and five-year plan
  • Provide overall accountability for driving results that meet commitments made to senior management and shareholders in a “no surprises” environment
  • Lead the annual capital planning process and establish methods to monitor and manage investments
  • Support change management by driving key business initiatives of the business unit with the goal of continuous improvement
  • Attract, develop and retain world-class financial talent within the organization
  • Provide coaching on financial matters so that all employees have the opportunity to perform at the highest level
  • You hold a bachelor’s degree or the equivalent
  • You hold an Accounting Designation (CPA)
  • You have ten (10) years or more of experience in Financial planning and analysis or relevant experience
  • You have good knowledge of accounting norms
  • You possess excellent leadership skills and oriented towards results
  • You have the ability to build and maintain mutually beneficial partnerships with peers, partners and customers
  • You have the ability to obtain buy-in from various users and able to exert influence to implement change
  • You have good judgement and the capacity to prioritize multiple projects concurrently, meeting tight deadlines and adapting to changing priorities
  • You have good verbal and written communication skills in French and English, as well as strong presentation skills
  • You have excellent knowledge of MS Office
  • You have knowledge of SAP, Corporate Performance management (CPM) applications and Consolidation applications (an asset)
22

China Country Head of Financial Planning & Analysis Resume Examples & Samples

  • Bachelor's degree required. Finance, Accounting, or other quantitative (i.e. Engineering) degree required (masters a plus)
  • At least 10 years of relevant experience in banking and/or finance
  • Understanding of Citi businesses; knowledge of ICG Business and China banking industry is a plus
  • Strong Excel and PowerPoint skills required
  • Strong communication skills (written, verbal, active listening) and presentation skill required
  • Ability to effectively interact with and manage multiple stakeholders at a senior level
  • Experience in managing projects or significant tasks with strict adherence to deadlines
  • Strong people management experience
  • Highly motivated and self-driven; ability to multi-task effectively
23

Financial Planning & Analysis Team Fall Resume Examples & Samples

  • Provide a highly motivated, engaged professional the opportunity to gain experience with analytical projects within the Finance organization
  • Conduct independent research projects with various corporate finance functions
  • Contribute to ongoing FP&A transformational projects and activities
  • Current local undergraduate student pursuing business, finance, economics or analytics related discipline
  • Current local MBA/MS (Finance) candidates are encouraged to apply
  • Proficient with Microsoft Office including Excel and Power Point
  • Strong organizational skills with an analytical mindset and ability to multi-task
24

Operation Analyst Internship Financial Planning & Analysis Resume Examples & Samples

  • Check costs booked in the cost centers, against the budget, and support the Finance Leader in estimate the new cost forecast of the unit cost base
  • Check the Profit & Loss and the Balance Sheet, ensuring correct booking
  • Support month-end closing of the unit books and reporting to the Business / Corporate
  • Monitor financial KPIs and support risk & opportunities review to achieve unit financial targets
  • Master Degree in Management Engineering or Economics
  • Italian & English fluency both written and spoken
  • Knowledge of business controlling rules
  • Spanish language is a plus
  • US Gaap or IFRS rules
  • Team working, good communication approach
25

Um-financial Planning & Analysis Analyst Resume Examples & Samples

  • Work with FP&A Director to develop and analyze company forecast
  • Look for ways to improve forecasts by models or process improvements
  • Work with FP&A Director in consolidating the monthly, quarterly, and annual finance deliverables from the various profit centers (rollforwards, FP, 1RE, 2RE, 3RE)
  • Analyze and write variance analysis submissions to determine whether additional questions need to be answered and follow-up
  • Work with FD to complete all required parent company deliverables (monthly, quarterly, and ad hoc)
  • Work with Omaha shared service department on monthly close activities (Journal Entries, Accruals, etc)
  • Complete the Vacation Expense Calculation for California employees
  • Manage the Corporate, Global center, and LA P&L and Compensation Budget
  • 2-3 years of experience in Finance
  • Experience in SAP a plus, but not required
  • Able to multitask and deliver within tight deadlines
  • Clearly and effectively communicate with others in written and verbal form
  • Work effectively within a team environment
  • Proficient in Microsoft Office Suite (Excel, Word, Power Point)
26

Director of Financial, Planning & Analysis Resume Examples & Samples

  • Play a lead role as interface between finance and the I&M senior leaders
  • Own and enhance the planning and forecasting process around our new product development, manufacturing and operational activities
  • Manage the cost accounting for the group
  • Work with Innovation and Manufacturing to develop a multi-year plan for investment, aligned to long term year financial plan and category marketing requirements
  • Manage and develop a small team of analysts and business partners
  • Commercial analysis of business performance included detailed explanation of performance and strategic support to the CFO and Executive Board
27

Lead Financial Planning & Analysis Resume Examples & Samples

  • Interprets internal/external business challenges and recommends best practices to improve products, processes or services
  • Impacts the achievement of customer, operational, project or service objectives; work is guided by functional policies
  • Communicates difficult concepts and negotiates with others to adopt a different point of view
  • Develops long-range plans and recommendations for growth and profitability objectives based on projections
  • Analyzes synthesized market analyses and benchmarking data to measure and manage business performance and predict trends and possibilities
  • Provides expertise and guidance on novel analyses and unique questions, presenting findings to customers and varying audiences
28

Finance Manager for Financial Planning & Analysis Resume Examples & Samples

  • Supporting the EMEA & APAC CFO/VP and the EMEA & APAC FD of FP&A in the ownership and leadership of the EMEA planning and forecasting process for Business Travel, Consulting and Meetings & Events. This includes working with the local market finance teams to deliver timely and accurate analysis of financial results at month end and during the forecasting cycle, and presenting these to the senior commercial and financial leadership teams
  • Business partnering with the Managing Director for EMEA and his senior leadership team to formulate strategies and drive projects that will enhance regional profitability and identifying risks and opportunities
  • Representing and deputising for the EMEA & APAC CFO/VP by attending meetings with senior stakeholders and making key decisions in his place while he is unavailable
  • Partnering with local EMEA market FP&A teams, Controllership, Settlements, Pricing and other FP&A departments to improve accounting processes, enhance reporting and facilitating better working relationships. This will include the occasional international travel
  • Working on identifying and running projects to improve profitability and/or drive growth in the region, improve the process for reporting with automation or otherwise
  • Proven track record of creating strong relationships and effectively partnering with senior business leaders to create strategies and drive results
  • Strong leadership, organisational and managerial skills; ability to lead and inspire other through continuous coaching, feedback, recognition and encouragement
  • Able to demonstrate an ability to think strategically in complex environments. Can navigate through numerous variables and link business actions to financial results
  • Dynamically managing a P&L ‘to target’, including identification of risks and opportunities, implementation of cost controls and provision of meaningful commentaries and analysis
  • Strong relationship building experience, including the ability to develop relationships with senior leaders, process owners and finance
  • Demonstrated high levels of personal accountability and flexibility to priorities and meet deadlines
  • Outstanding communication and interpersonal skills
  • University educated, qualified Accountant (ACA, CIMA or ACCA) with PQE required. MBA qualifications a plus
29

Financial Planning & Analysis Ccar-manager Resume Examples & Samples

  • Manage modeling efforts to construct high-level driver based tool for scenario analysis and used for Comprehensive Capital Analysis & Review (CCAR) submissions
  • Work in conjunction with Corporate FP&A coverage teams to build models underlying scenario analysis tool and to drive model improvements
  • Must be able to present technical matters in a way that is meaningful to the audience
  • Broad and deep understanding of accounting principles (both GAAP and RAP), investment, accrual products and corporate finance concepts
  • 4-7 years of relevant finance/business/accounting/statistical experience in financial services
  • MBA/Masters in Economics, Finance, Accounting or related discipline
  • Working knowledge of Statistics (linear regressions), SAS programming, Excel pivot tables, and Access database management
  • Ability to build key cross functional and cross business relationships
30

Specialist Iaps Financial Planning & Analysis Balance Sheet Resume Examples & Samples

  • Lead Balance sheet and cashflow support for month end close, latest estimates, and profit assurance processes as well as associated quarterly and annual reporting requirements
  • Consolidate and analyze $3B sales, 22 site, 7,500 employee financial statements summarized across 4 business segments
  • Lead annual and 5 year strategic planning
  • Drive process development and improvement through leadership of ACE activities and cross-functional teams
  • Drive strategic and cost reduction analysis including business development strategy, cost reduction analysis, and proposal support
  • Significant interface with IAPS leadership (co-located with the business president’s office and CFO
31

Director International Financial Planning & Analysis Resume Examples & Samples

  • Monthly financial analysis: maintain monthly performance reports for all international channels, highlighting key metrics, financial variances, cash flow trends, path to year end, market trends, contractual renewals etc. Prepare cash and key metrics reports for all joint ventures. Maintain P&Ls by brand and line of business
  • Forecasting and budgeting: provide the accounting group with business and analytical insight to inform the divisional budgeting and forecasting processes, with particular focus on international channels and programming investments
  • Long range plan: build and maintain the divisional 5 year plan using input from corporate and regional senior management and joint venture and O&O finance groups
  • Ad Hoc analysis: provide analytical support on a variety of projects, such as (but not limited to) advertising sales, affiliate revenues, subscriber analysis, investment ROI. The position also provides valuable insight over potential process improvements and/or additional analyses or reports that would benefit the division
  • Financial update presentations: prepare quarterly financial performance presentations for senior management, highlighting progress in the main business areas, risk and opportunities, market trends. Assist VP Financial and Business Planning with ad hoc presentations throughout the year
  • Business Planning: build and maintain business models to support potential channel launches, joint venture investments, mergers and acquisitions. Interact with Senior Management, Strategy and Legal departments and provide high quality, timely support throughout the deal process
  • Analytical experience; advanced knowledge of excel and access
  • At least 2 years of prior experience in consulting or public accounting; 5-10 years at a large global corporation in a similar role
  • Ability to interact with a wide variety of people and departments; ability to work under stress and on a deadline
  • Prior experience managing direct reports
32

Financial Planning & Analysis Team Leader Resume Examples & Samples

  • Main responsibilities include but are not limited to
  • Support businesses on design of new Cost Management shared service organization, defining delivery model and requirements
  • Hire and establish professional shared service team to support business partners from Budapest
  • Deliver standard reporting, planning and analytics on cost management on behalf of the business leadership and local stakeholders
  • Implement analytical solutions for cost, operational metrics and commercial activity, working with global teams
  • Roll out standard tools throughout businesses, influencing usage and speed of implementation
  • Work with global teams (Finance, analytics, Corp IT...) to drive GE wide implementation
  • Liaise with other Business Intelligence teams across GE
  • Establishing relationships with local accounting and business teams to drive completeness and regular visibility & ensure full liquidation
  • Support controllership teams on key reporting projects
  • Planning and productivity delivery
  • Process efficiency
  • Creativity, able to own and drive full solutions, leveraging in house IT resources
  • Financial work experience in FP&A reporting or planning
  • Deep understanding of cost management reporting and planning
  • People management experience
  • Clear thinking / problem solving: successfully led process improvement within operations/finance function involving process improvement; able to quickly grasp new ideas
  • Excellent verbal and written communication skills and the ability to communicate complex business issues in a clear/concise manner: Accepting and adhering to high moral, ethical, and personal values in decisions, communications, actions, and when dealing with others
  • Confidence / Assertiveness: strong influencing skills across business functions
  • Team player: able to work with different teams and drive positive environment
33

Director IT Financial Planning & Analysis Resume Examples & Samples

  • Minimum eight (8) years of progressively responsible management experience in planning, budget/financial management, and staffing
  • Minimum eight (8) years of related IT experience including IT Project Management
  • Bachelor's degree in related field and/or 6 years of equivalent work experience
  • Strong analytical skills and computer skills. Must have strong proficiency with MS Office especially Excel and PowerPoint
  • Strong communication, presentation, and staff development skills
  • Proven initiative and self-directed style
  • Experience in a complex large sized business
  • Knowledge of Kaiser Permanente’s systems and financial tools is highly desired
  • Ability to work under demanding and tight deadlines with a high level of accuracy as both originator and reviewer
34

Financial Planning & Analysis Coordinator Resume Examples & Samples

  • Match invoices to purchase orders using the Ariba electronic billing system
  • Understanding of People Soft 9.1 Finance System preferred
  • Manage procurement activities using PeopleSoft 9.1 purchasing system
  • Work with vendors to resolve invoicing and purchase order issues
  • Assist buyers with Peoplesoft and purchasing issues
  • Ensure proper accounting and project codes are used for all capital and expense purchase orders
  • Experience managing Open Commitments Not Received, Received Not Paid, and Match Exceptions
  • Producing Actuals and Forecasts regarding Spending, Receiving, and CIP for annual Budget
  • Run and analyze weekly/monthly reports and strive to meet regional and area budget expectations
  • Recommend and implement process improvements for increased efficiencies and accuracy
  • Lead compliance and auditing initiatives
  • Communicate effectively
  • 1 or more years of relevant experience
35

Business Financial Planning & Analysis Lead Resume Examples & Samples

  • Bachelor’s Degree in Finance or other Business related degree
  • Minimum of 7 years relevant experience
  • Approaches work with a global perspective
36

Financial Planning & Analysis Lead-cargill Salt Resume Examples & Samples

  • 60% Financial Planning
  • Lead financial projection activities to drive rigorous forward looking view of performance. Provides financial leadership to IBP process
  • Proactively identify and manage gaps to performance target. Focus management on most critical risks and opportunities
  • Lead development of benchmarking metrics, insights, goals, and action plans. Understands, translates and provides insight against competitor and industry trends – and how those impact business performance and strategy
  • Identify opportunities to improve business performance through competitive excellence efforts
  • Partner closely with the Accounting and Finance team for key information points including historical reporting and data collection, including activities related to cost accounting, margin reporting, analysis of data and management reports, activity based costing or cost allocation to products and customers, management reports generation, etc
  • 40% Analysis and Ad-hoc Project Support
  • Provides financial and change leadership by actively participating in high level business strategy planning. Provides necessary support to accomplish plans/strategy
  • Critically assess and support strategic decisions, projects and non-base commitments
  • Serve as Group FP&A Capital Tag. Actively collaborate with Corporate FP&A to share knowledge and solicit input on capital project analysis
  • Support commercial leaders to shape strategies for market / customer segments
  • Provide analytical support for Business/Group FP&A activities
  • Active participation in various business finance initiatives and other duties as assigned
  • 8+ years Finance or Accounting experience
  • Ability to integrate and interpret disparate sources of data using broad range of analytical data tools
  • Demonstrate strong commercial acumen and a value-creation perspective
  • Demonstrates high degree of curiosity. Invest time and energy into learning. Seeks different points of view and perspectives
  • Relates to others with candor, openness, and transparency. Willingness to challenge the status quo
  • Demonstrated ability to manage multiple priorities and projects effectively
  • MBA or Master's degree or higher
37

Financial Planning & Analysis Business Partner Based Livingston Resume Examples & Samples

  • Excellent communication skills and stakeholder management
  • Ability to prioritize and coordinate multiple work requirements to meet deadlines
  • Ability to establish and maintain effective working relationships with co-workers, managers and clients
  • Experience with finance modules such as SAP, PeopleSoft, and Hyperion a plus
  • Bachelor’s degree alongwith experience in finance, accounting, or equivalent combination of education, training and experience
38

Financial Planning / Analysis Lead Resume Examples & Samples

  • Develop and present weekly and monthly short-term forecasts by monitoring actual results and getting feedback from functional managers
  • Analyze financial data and prepare variance analysis as required
  • Convert financial data into meaningful business information for presentations to Senior Management
  • Support the development and presentation of the annual and five-year plans
  • Maintain the financial forecasting system
  • Special projects and ad-hoc analyses for the CFO as required
  • Lead and develop the Financial Panning & Analysis team members
  • Minimum of 8 years experience required
  • Must take initiative and be able to work independently with minimal supervision
  • Must be able to multi-task in a dynamic business environment
  • Experience with Deltek Costpoint plus
  • Experience overseeing multi-function teams a plus
39

Analyst Central Financial Planning & Analysis EU Resume Examples & Samples

  • Equipping management with regular reporting addressing diverse business needs be it on actuals or forecast matters
  • Performing financial analysis of major business events but also ensuring a robust understanding of actuals performance
  • Development and implementation of long range business plan across Europe
  • Training of business partners ensuring profound understanding of planning matters, deadlines and processes for key / ongoing financial planning events
  • Learning and understanding a broad range of Amazon’s top edge data resources and know how, when and which data sources to use
  • Using data to develop key business insights at country, category and GL level and driving recommendations to enable regional growth
  • Shaping and delivering key metrics, reports, and indicators by which our business will assess its performance
  • Diving deep into large data sets to answer specific business questions using Excel, SQL and other data manipulation languages
  • Continually improving ongoing reporting and analysis, automating or simplifying the processes
  • Bachelor/ Master Degree in a quantitative field of studies with sound analytical background
  • 2 to 4 years work experience
  • English fluency is a must
  • Robust Excel and SQL skills
  • Sound business judgment, proven ability to influence others, and strong analytical thinking
  • Strong oral and written communication skills, as well as ability to think clearly, analyze quantitatively and problem-solve
  • Entrepreneurial mindset, with the tenacity to develop ideas independently, ability to multitask and thrive in fast-paced environment
  • High attention to details within frame of structured and organized thinking
  • MBA, MSc or MEng (Computer Sciences, Economics, Business Admin, Engineering, Mathematics or equivalent)
  • Prior working experience in FP&A/ Business Analysis roles
  • Advanced Excel and Data/Analytics Skills
40

Financial Planning & Analysis Analyst Quartz & Ceramics Resume Examples & Samples

  • Develop and maintain commercial reports including daily monitoring of sales orders, monthly margin analysis by customer and product line, growth and price analysis
  • Coordinate, analyze and report (monthly) business results
  • Manage monthly forecast package that highlights risks, opportunities and variance to annual operating plan and prior forecast
  • Coordinate annual operating plan process, which includes understanding the financial plan in depth by specified business unit
  • Partner with product managers to enhance product line profitability and market share through market analysis
  • Assists the Business Finance Leader with ad hoc business and financial projects as needed
  • Drive and implement new process changes to foster a continuously improving business environment
  • Ensure compliance with corporate policies and procedures and performance of SOX related controls
  • Provide support as needed on internal and external audits
  • 1-3 years of finance experience
  • Microsoft Office experience with advanced Microsoft Excel capabilities, pivot tables etc
  • Detail- oriented, with strong verbal and written communication skills, ability to summarize complex data and thoughts into effective actionable communications; ability to interact effectively with management and functional leaders
  • Takes ownership / responsibility; self-starter with ability to complete actions/projects from start-to-finish
  • Demonstrates desire and ability to achieve results and works on continuous improvements
  • Ability to effectively prioritize and multi-task in a dynamic work environment
  • Experience working in a commercial environment with a multinational corporation structure
41

Financial Planning & Analysis Consultant Resume Examples & Samples

  • Develop approaches and solutions required to implement Finance process transformation and improvements
  • Participate in multiple process development or improvement discussions to help in defining performance metrics and identifying and exploiting process opportunities, including process analysis, with considerations for the functional and logical system design and implementation
  • Understand the requirements and priorities around reporting & analysis deliverables for Finance Transformation
  • Create documentation of the processes and collaborate with corresponding Transformation teams to ensure coordinated strategy and implementation
  • Analyze, organize and manage high volumes of data, including financials and metrics, and be knowledgeable of the key business drivers
  • Maintain accurate status for all owned projects in progress, own creation and delivery to clients on or by agreed upon frequency
  • Research and analysis related to ad-hoc requests
42

Financial Planning & Analysis Coordinator Resume Examples & Samples

  • Min. 3-4 years in auditing, financial controlling or finance analysis
  • Controller mindset is a must
  • Analytical thinking and providing solutions
  • Very good time and priorities management
  • Problem solving attitude
  • Very good knowledge of excel is a must
  • Knowledge of SAP will be an additional asset
  • Experience in production sector (preferable automotive) will be an advantage
43

Financial Analysis & Planning Resume Examples & Samples

  • Candidate is expected to be subject matter expert for monthly reporting process
  • Supporting the onsite controllers in managing the direct costs in line with forecast and budget by proactively reporting the variances with sufficient analysis and reasoning
  • Experience in Budgeting and Forecasting will be added advantage
  • Communication skills – good written and verbal communication, ability to communicate appropriately with people at all levels within the organization as it requires partnering with onsite controllers
  • Knowledge of Financial Systems e.g. Essbase /PeopleSoft/ Hyperion skills and well versed with MS - Excel, Word, PowerPoint
  • Candidate is also expected to partner with onsite and offsite teams in process improvement projects
  • Analytical & problem solving ability
44

Head of Group Financial Planning & Analysis Resume Examples & Samples

  • Providing analysis of and commentary on business performance including reporting to the Group Board
  • Leading the Group forecast process
  • Working with the business and finance community to drive business performance
  • Developing reporting processes, systems and metrics
  • Supporting the CFO in all financial analysis matter including senior management compensation schemes
  • Financial planning, reporting and analysis in a multinational environment
  • Leading a team of finance professionals
  • Driving business performance in a low-cost environment
  • Working with the senior management
  • Working in a shared service and distributed resource model
  • Graduate, qualified accountant (ACA or equivalent)
  • Strong numerical skills and good problem solver
  • Hard working, conscientious, professional and independent
  • Strong communication skills – both written and oral
  • Confidence to work with senior executives in a cooperative but challenging and independent manner
  • A team player with a hands-on approach to work
  • Ability to manage ambiguity, uncertainty and to work in a dynamic environment
45

Intern Financial Analysis & Planning Resume Examples & Samples

  • Enrollment in university 3rd or 4th year with preferred subject areas of Business Administration, Economics
  • Fluency in English (written & oral)
  • Detail oriented with strong follow-up skills
  • Ability to work successfully under tight deadlines while maintaining a high level of accuracy
  • Advanced knowledge of MS office applications, especially in Excel
46

Financial Planning & Analysis Ccar-manager Resume Examples & Samples

  • Manage modeling efforts to construct high-level driver based tool for scenario analysis and used for Comprehensive Capital Analysis and Review (CCAR) submissions
  • Coordinate COE FPandA activities for CCAR, including liaising with business units, risk and treasury
  • Work in conjunction with Corporate FPandA coverage teams to build models underlying scenario analysis tool and to drive model improvements
  • Present stress test and other scenarios to corporate FPandA senior management
47

Senior Analyst, Financial Analysis & Planning Resume Examples & Samples

  • 40% - Prepare Department Operating overhead budgets for assigned Centers of Excellence (COEs) and provide detailed analysis of monthly performance and forecasts. Provide financial support as required to COE’s for special project development work
  • 30% - Work closely with the Information Technology (I.T.) and Procurement organizations to manage I.T. outsourced providers. Lead the financial management and analysis of contracts to optimize cost and performance, including
  • Analyze monthly invoicing ensuring resource counts are aligned to the business
  • Provide financial analysis and audit work in support of service contracts
  • Identify, catalogue and monitor a contract’s financial requirements and commitments
  • Evaluate and identify costs associated with change orders
  • Identify costs associated with out of scope activities
  • 20% - Assist month-end accounting close by analyzing significant accounts and supplier invoicing activity for proper accruals and prepaid activity
  • 10% - Assist in the preparation of themonthly Business Operations Report and annual Incurred Cost Claim
  • Candidate should have a strong background in accounting/budgeting/finance, knowledgeable of US GAAP and IT accounting issues
  • Strong working knowledge of Microsoft Office, including Excel, MS Word, and PowerPoint needed
  • Ability to work directly with other accounting department team members, internal and external customers to access financial data, streamline the data gathering process, support the identification and evaluation of process improvement opportunities, maximize efficiencies, and generate key reports in a timely manner
  • Ability to communicate effectively, both verbally and in writing, with various levels throughout the Company expected
  • Experience with Oracle ERP and Hyperion Planning desired
  • Experience in finance in a government contracting/government cost accounting environment preferred
48

Director of Financial, Planning & Analysis Resume Examples & Samples

  • Specific responsibilities of the Director of FP&A include
  • Daily support of the business and its leadership (General Manager / President)
  • Support annual budget process and three year strategic planning exercise
  • Maintain business unit financial model
  • Ensure appropriate analytical/business intelligence support systems are implemented and used
  • Conduct operating expense analysis and support through contribution margin
  • Guide the development of business cases and conduct post-mortem analysis on capital projects
  • Support business results and performance
  • A minimum of a bachelor's degree in accounting, finance or related field, a master’s degree is preferred
  • A minimum of five years of progressive business experience including demonstrated success in leadership, financial planning and analysis, budgeting and forecasting
  • Demonstrated success in financial modeling and analysis with a deep understanding of business drivers and metrics
  • Exhibits a rapid and continuous learning style who has past work experience having delivered strong business results
  • An impeccable reputation and commitment to the highest standards, integrity and ethics
  • Proficient using Excel, Powerpoint and other Microsoft Office applications
  • Demonstrates outstanding interpersonal skills and is an excellent written and verbal communicator
  • Required travel up to 20%, primarily to Phoenix area
49

Financial Analysis & Planning Senior Associate Resume Examples & Samples

  • Master's degree in accounting, finance, business administration or equivalent experience preferred
  • 2+ years of financial related experience with a focus on financial reporting and analysis, financial planning
  • Financial analyst experience beneficial
  • Computer proficiency: be proficient in complex aspects of financial software packages, including Essbase, Hyperion, Business Objects, Internet Explorer and Lotus Notes
  • Advanced Excel and Power Point experience in building of the financial reports/ slides
  • Knowledge and experience in SQL, Smart view, Report builder applications
  • Ability to prioritize and work under pressure
  • Good understanding of the Shared Service concept and processes – will be an asset
  • Strong spoken and written English
50

Analyst Financial Analysis & Planning Resume Examples & Samples

  • Managing large data sets
  • Assist business with any issues or Ad Hoc requests
  • MBA/CA – preferred (accounting knowledge is a must)
  • Ability to multi-task and work autonomously within team environment
  • Knowledge of Essbase and SAPCO would be an added advantage
51

Financial Analysis & Planning Resume Examples & Samples

  • Analyzing data and providing meaningful summary
  • Monthly reporting
  • Working with various stakeholders in executing projects
  • Support ad hoc requests from the Business and Senior Management
  • Excellent communication skills (both verbal and written) and partnering skills
  • Adaptable to change and ambiguity in the work environment