Financial Analyst, Planning Resume Samples

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IO
I Osinski
Isabelle
Osinski
268 Hand Ford
Detroit
MI
268 Hand Ford
Detroit
MI
Experience Experience
12/2013 – present
Phoenix, AZ
Financial Analyst Gp&r-financial Planning & Management
Financial Analyst Gp&r-financial Planning & Management
12/2013 – present
Phoenix, AZ
Financial Analyst Gp&r-financial Planning & Management
12/2013 – present
  • Support the implementation of strategic group initiatives (e.g. Integrated Business Planning, OVotT, and Category P&L) within Brand & Sales Finance
  • Enhance and improve working methods for day-to-day processes and systems and support the implementation of state of the art analytic tools
  • Support the integration of the category view into the financial management & planning process of Brand & Sales
  • Support the creation of regular and ad-hoc presentations
  • Ensure open communication, information flow and seamless collaboration with Brand & Sales Finance and other Group Finance Functions (e.g. Group Accounting, Treasury and Investor Relations)
  • Support the global Brand & Sales Target Setting process. Support the setup / maintenance of the Brand & Sales Finance budget simulation models and consolidation files and contribute to the alignment process across BU’s and Markets
  • Help to identify significant improvement potential for reporting and analysis of Brand & Sales. Follow up on defined action steps and support implementation and execution of those
09/2010 – 07/2013
Detroit, MI
Financial Analyst, Forecasting & Planning
Financial Analyst, Forecasting & Planning
09/2010 – 07/2013
Detroit, MI
Financial Analyst, Forecasting & Planning
09/2010 – 07/2013
  • Assist with financial analysis of forecast trends including budget vs forecast
  • Provide financial guidance to PMO community
  • Perform periodic reviews of the forecast to validate trends, ramp up for key cost lines
  • Assist with the delivery of full-year forecast, prepared on a monthly cycle for Infrastructure Services IT areas
  • Assist with the review and commentary of the month end close processes, analyzing actual vs forecast (Flash variance)
  • Assist with the delivery of full-year forecast, prepared on a monthly cycle for AM/SPM areas
  • Professional from a financial services, management consulting or IT background
09/2007 – 08/2010
Chicago, IL
Planning & Financial Analyst
Planning & Financial Analyst
09/2007 – 08/2010
Chicago, IL
Planning & Financial Analyst
09/2007 – 08/2010
  • Normally receives general work instructions on routine work, detailed instructions on new projects or assignments. Work is reviewed for soundness
  • Developing professional expertise, applies company policies and procedures to resolve a variety of issues
  • Builds productive working relationships
  • Conducts market research, data collection, and various analyses to justify long and short range programs and plans that provide for strategic, new business opportunities and direction for the business unit(s)/division
  • Assists with various projects as assigned by direct supervisor
  • Collaborates with various FMC departments to develop model assumptions and to understand impacts of new business opportunities on existing sectors
  • Assists with managing projects related to the implementation of strategic initiatives working closely with business line owners, management, and stakeholders to identify resources, establish timelines and milestones to ensure successful execution
Education Education
Bachelor’s Degree in Finance
James Madison University
Bachelor’s Degree in Finance
Skills Skills
  • Strong Excel and PowerPoint skills as well as a good understanding of processes
  • Ability to manoeuvre in consistently changing and international environment
  • Good communication skills for adapting and exchanging information, mainly within the organisation
  • Very good analytical skills, managing large data quantities from multiple sources
  • Ability to operate cross-functionally and understanding of external business drivers
  • Ability to work independently and toward tight deadlines
  • Business understanding of processes and structure
  • Fluent in English (written and spoken)
  • Pro-activity and a drive for results
  • System expertise in MS Office, BCS (GRAPE), BI
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1

Senior Financial Analyst, ABC Planning Resume Examples & Samples

  • Financial planning responsibility for ABC Admin Business Office P&L for bi-quaterly forecasts, Annual Operating Plan, Five Year Strategic Plan, and Capital Plan
  • Develop annual business unit budgets related to headcount, overhead expense and capital
  • Prepare cause of change analyses for each forecast, Annual Operating Plan and Five Year Plan
  • Actively work with the ABC Controllership team, operating groups and finance team members to improve the effectiveness of the financial planning process, assumptions and results
  • Assist in the consolidation of the ABC Broadcast segment for bi-quarterly forecasts, the Annual Operating Plan and the Five Year Strategic Plan
  • Partner with business unit finance teams including Entertainment, News, Daytime, Sports, Owned Television Stations, Distribution, Sales, and Digital Media to research and analyze causes of change and key drivers
  • Assist with executive reporting packages and supporting analysis for the bi-quarterly forecast, Annual Operating Plan and the Five Year Strategic Plan
  • Generate, enhance and maintain financial planning models and reconcile system (SAP) submissions
  • Support the Manager and Senior Manager with special projects and ad hoc analysis
  • Work experience within the entertainment industry would be considered a plus
  • Must possess strong quantitative and analytical skills combined with good business and financial acumen
  • Results-oriented, strong work ethic, and able to prioritize
  • Self-starter with ability to deal with ambiguity-
  • Must be able to interact with all levels of management
  • Advance Excel
  • Proficient in PowerPoint and Word
2

Financial Analyst, Forecasting & Planning Resume Examples & Samples

  • Assist with the delivery of full-year forecast, prepared on a monthly cycle for Infrastructure Services IT areas
  • Assist with financial analysis of forecast trends including budget vs forecast
  • Prepare forecast reports, charts, table and other exhibits as requested
  • Identify variances of forecasts against approved funding targets on a program level
  • Perform periodic reviews of the forecast to validate trends, ramp up for key cost lines
  • Provide financial guidance to PMO community
  • Support ISIT by being first point of contact for planning and forecasting issues and questions
  • Professional from a financial services, management consulting or IT background
3

Financial Analyst, Calendar Planning Resume Examples & Samples

  • Determine optimal offers of events – mix and level of discounts, points, gift cards, gwp’s and provide quantitative evaluation of various offer options
  • Prepare and present findings in a format easily understood by broad audiences
  • Evaluate the effectiveness of offers in driving customer visits/spend and acquiring new customers; make recommendations for future campaigns
  • Partner with Media Mix team to develop testing and analyze results
  • Perform ad-hoc merchant, marketing/media and store requests
  • Bachelor’s Degree in Accounting or other quantitative field
  • Strong data interpretation and communication skills; ability to summarize complex findings clearly and concisely
4

Cost Planning Financial Analyst Resume Examples & Samples

  • Develop component cost estimates
  • Determine manufacturing processes, estimate required labor, overhead and tooling requirements
  • Review supplier component quotes and negotiate with suppliers as required
  • Develop and maintain cost estimating database
  • Prepare presentation material as required to support New Business Pursuit activities
  • Work closely with MFG., Design & Development Eng. and Materials groups
  • Minimum ten (10) years of experience in an automotive manufacturing company performing component cost estimating activities
  • College level education or equivalent industry experience
  • Knowledgeable in the following products: flanges, shafts, housings, bearings, gears, seals, friction materials, plates
  • Knowledgeable in the following materials: cast iron, aluminum, steel, plastics, powder metal
  • Knowledgeable in the following processes: forging, casting, machining, gear cutting, stamping, molding
  • Able to use Microsoft Excel, Word, PowerPoint, Project and Visio or similar programs
  • Must be able to communicate in English (written and verbal)
  • Must be able to work in a team environment
  • Must be able to read mechanical drawings and be familiar with GD&T
  • Familiar with such tools as FMEA, Control-Plan / Process Flow Chart
5

Financial Analyst, Forecasting & Planning Resume Examples & Samples

  • Co-lead of Forecasting for Application Delivery
  • Review and prepare commentary of the month end close processes, analyzing actual vs forecast (Flash variance)
  • Review the preparation and delivery of full-year forecast, prepared on a monthly cycle for App Delivery areas
  • Review financial analysis of forecast trends including budget vs forecast
6

Financial Analyst, Planning Resume Examples & Samples

  • Develop sales plans and seasonal budgets for purchasing to achieve business sales and profit objectives
  • Carry out weekly sales and margin forecasts at the departmental class level
  • Recommend budget reductions/increases and promotional strategies to optimize inventory levels
  • Recommend weekly budget releases under the fast fashion strategic umbrella
  • Prepare and distribute planning reports
  • Undergraduate diploma (Bachelor's degree; 90 credits) in Administration or a related field - preferably in the following order
7

Financial Analyst Business & Expense Planning Resume Examples & Samples

  • Developing timelines and guidance
  • Providing support to Divisions and Group Functions
  • Managing data in our Essbase planning datamart
  • Providing analysis and developing reports and presentations
  • Supporting the goal and objectives of fellow team members
  • Attained or actively pursuing a professional accounting designation (CPA/CA/CMA/CGA) or an MBA specialized in Accounting/Finance
  • Strong attention to detail as our stakeholders includes the Board of Directors and Senior Management
  • Solid collaboration skills; this will facilitate an effective and efficient working relationship with our partners in the Divisions and Group Functions
  • Strong verbal and written communication, including the ability to take complex information and "package" it for management
  • Well-organized, high level of initiative and able to manage and prioritize several tasks with a high level of accuracy
  • Excellent PC skills (Excel, PowerPoint, Essbase, Word)
8

Financial Analyst Latam Regional Planning Resume Examples & Samples

  • Provide consolidation/analytical support during the month-end process, operating plan and quarterly forecasts. Consolidation reports include P&Ls (country/business unit) as well as function reports by country/key account. During Forecast/Plan processes, coordinate, lead and prepare the function to obtain final results for functions under his/her span of control (requires close communication and planning with function leads in region and countries)
  • Prepare analysis, reporting and presentations for the month-end close process by focusing on full P&L analysis, Spend and headcount for each function the analyst supports (including Legal/Tech Services, Market access among others)
  • Evaluate monthly results in order to ensure consistency and reasonability as well as support the day-to-day operations of functions supported
  • Perform special projects with heavy financial analysis and provide recommendations
  • Recommend process improvement in all areas of responsibilities
  • Ensure the integrity of information and drive regional process standardization, automation, and improved decision support
  • Bachelor’s degree in Business Administration, Accounting or Economics
  • 3+ years finance experience in a multinational company/emphasis in financial reporting and planning
  • Strong Excel experience (including macros, pivot tables) and strong analytical/decision making capabilities
  • Strong teamwork and technical skills (heavy use of Excel/PowerPoint) required
  • English and Spanish fluency (written and spoken) required
  • Must be able to prioritize in a highly matrix environment/able to pay close attention to details
  • Self-motivated and ability to work independently/ proactively on projects Excellent written and verbal communication skills as well as presentation skills
  • Problem-solving, critical thinking skills and personal accountability for results
  • Strong interpersonal communication, collaboration and presentation skills
  • Familiarity with Cognos and Hyperion is desirable
9

Financial Planning Operations Analyst Resume Examples & Samples

  • PMx key user for SD (sales orders)
  • BW Finance Expert, ability to create ad-hoc reports and train others
  • AR liaison, facilitating collection of outstanding balances with various groups within GE
  • Invoice credits and cancellations per policy
  • COPQ and Warranty reporting
  • Key Process Improvement Leader
  • Perform OIH Reconciliation
  • Troubleshoot sales orders with problems and work to resolve issues
  • Internal Controls and SOX compliance
  • Ability to work under multiple deadlines
  • Lead small projects
10

Financial Planning / Budgeting Analyst Resume Examples & Samples

  • Proven partnership skills with non-finance functional Leaders
  • Proven ability to influence for successful outcomes
  • Strong drive for results to deliver against goals
  • An established working knowledge of SAP (CCA, PA, BW, Finance)
  • Expert working knowledge of Excel and modeling
  • Process oriented
  • Problem solver
  • Strong Communication and soft skills
  • At least 3 years of experience or equivalent expertise in financial planning/budgeting
11

Financial Planning Financial Analyst Resume Examples & Samples

  • Prepares, analyzes and communicates key financial information and provides support to management and other staff members regarding financial reporting and other related issues
  • Assists with budget preparation and financial planning processes and budget review for compliance and opportunities
  • Serves as consultant to all levels of management to provide decision support for initiatives, policies and procedures
  • Completes special projects and duties including providing necessary research, forecasting and conflict resolution
  • One year Accounting, Finance, Healthcare, Investment Banking or Management Consulting experience preferred. Related experience may offset the degree requirement
  • Ability to complete basic analytical, consultative and information support through analysis and report preparation
  • Demonstrated critical thinking, attention to detail and the ability to work with minimal supervision
  • Awareness of key performance indicators, cash flow analysis, product line analysis and proposal development
12

O&T Financial Planning & Analysis Lead Analyst Resume Examples & Samples

  • Responsible for the consolidation, analysis and reporting of the Consumer O&T Financials for monthly actual earnings versus forecasts related to Plan, Midyear forecast and outlooks
  • Provides reporting to Operations & Technology for REL-GCB Mortgage and Holding business
  • Prepare PowerPoint presentations for Outlook and Full Year Forecasts
  • Responsible for the preparation and analysis of Scorecard decks for MOR reviews
  • Responsible for the preparation and analysis of the monthly MSR Servicing Cost Reconciliation
  • Responsible for ensuring accurate reporting of expenses in Citi’s Asset Liability Management system, RUBY
  • The position will supervise the analysis of 1 or more matrix employees in the production and presentation of monthly actuals and outlook
  • Prepare Ad-hoc analytics on themes that arise at senior management request or through proactive research of potential issues
  • Strong analytical skills/ability to identify research & resolve problems with minimal assistance
  • Strong communications and interpersonal skills with the ability to interact effectively with other outside of their sphere of influence
  • Must be a motivated self-start to work in a fast paced challenging environment
  • Proficiency in spreadsheet modeling (Excel)
  • Candidate should have of Financial Analysis experience preferable in Mortgage or Banking industry
  • A Bachelor’s degree in Finance, Accounting or Economics preferred
  • Working knowledge of Citi systems and reporting tools is a plus
13

Financial Analyst Responsible for Long-term Financial Planning & Analysis Resume Examples & Samples

  • Be responsible for the Group’s financial planning model
  • Be responsible for financial forecasts, including consolidating, analysing and reporting long-term forecasts to our executive management and the Board of Directors
  • Manage our internal valuations
  • Handle financial analyses, eg investment decisions and capital allocation, risk analyses, price and currency sensitivities, etc
  • Have a top-of-class master’s degree in finance, business administration or economy corresponding to the Danish degree cand.merc.fir. or similar
  • Have a strong analytical mind-set and a structured approach to your work
  • Have an excellent knowledge of financial modelling in Excel, and it will be an advantage if you have good PowerPoint skills
14

Senior Planning / Financial Analyst Resume Examples & Samples

  • Support Benefit Operations in planning and support of long range capacity plan
  • Analyze, review, and forecast complex data related to Volume Forecast Accuracy and Contact Rates
  • Present analysis and interpretation of results, including trends, for operational and business review
  • Support long - term operational / strategic business activities through analysis
  • Develop recommended business solutions through research, analysis of data and business process, and implement when appropriate
  • Provide explanations and reconciliation to others on topics within area of expertise
  • Serve as a catalyst for change
  • Anticipate, assess, and interpret customer needs and requirements
  • Identify and implement opportunities to streamline analytics and increase the efficiency of the long - range forecasting process
  • 2 years of experience in workforce analysis and / or capacity planning, and / or forecast analysis, and / or data analytics
  • 1+ years of creating and maintaining predictive models for operational metrics
  • Intermediate to advanced level of proficiency with Microsoft Office (Excel, Word, PowerPoint, Access)
  • Experience gathering requirements from the client / business along with documentation with the ability to dig, probe and ask follow up questions
  • Ability to problem solve creatively and think outside of the box
  • Demonstrated ability to research conflicting and / or inaccurate data, including presentation of findings
  • Ability to work as a team member and an independent contributor
  • Ability to self - direct and self - prioritize with minimal guidance
  • Previous experience with metric reconciliation analysis and reporting
  • Six Sigma experience
  • Healthcare experience
15

Senior Financial Analyst Special Projects Planning & Operations Resume Examples & Samples

  • Budget, plan, and report finances
  • Perform cost and variance analysis
  • Provide strategic business decision support
  • Drive cost reduction/optimization opportunities/initiatives
  • Implement and improve business processes
  • Provide financial planning for operating expense, capital, head count, project spending
  • Provide key business and financial guidance to the organization (budgeting and forecasting)
  • Analyze and interpret financial results and forecasts (variance analysis, P&L impact)
  • Lead annual operating planning process
  • Manage month end accounting close
  • Process set up and improvement
  • Bachelor’s degree from an accredited university in business, finance, engineering or a related field
  • 7+ years of finance/accounting experience
  • MBA degree
  • Technical and financial knowledge, including understanding of internal control requirements and accounting principles
  • Experience in financial modeling and reporting skills using Excel
  • Experience with Oracle, Essbase, TM1 and similar tools
  • SQL experience
  • Ability to manage multiple tasks at once and a work ethic based on a strong desire to exceed expectations
  • Excellent attention to detail, strong problem solving skills, the ability to deal with ambiguity, and work successfully and effectively on cross-functional team
  • Self-starter with strong analytical skills and decision-making capabilities
  • Ability to work in a team-oriented environment, often cross-functionally
16

Intermediate Associate Financial Planning & Analysis Analyst Resume Examples & Samples

  • Defining business metrics that enables desired reporting and analytics
  • Developing a set of processes for efficiently gathering and consolidating data required for reporting
  • Coordinate with ABC model development team to ensure reporting requirements are incorporated
  • Proactively managing inconsistencies between data collected and desired
  • Ensure continuous improvement of the reporting framework by incorporating Citi leadership feedback
  • Prepare and publish corporate ABC reports periodically
  • 1 plus years of relevant experience, financial services preferred
  • Working knowledge of business intelligence reporting tools, such as Cognos reporting
  • Understanding and knowledge of Citi's management and financial reporting systems
  • Bachelor's degree in Finance, Business Administration, Mathematics, Economics or a related field of study
  • 1 plus years’ experience
  • Awareness of financial and analytical and reporting tools
  • Proficiency in MS Access and MS Excel
  • Strong analytical skills and attention to detail, combined with an ability to deliver analyses in a concise and logical manner
17

Senior Financial Analyst Global Planning & Analysis Resume Examples & Samples

  • Support the preparation of performance metrics and global monthly results analysis through working with our regional and business unit finance teams, reporting and controllership. Support analysis of potential risks and opportunities
  • Assist with planning and forecasting processes with a focus on executive team and select global financial metrics such as discount revenue and net interest income. Proactively work with multiple Finance teams to create, manage, and communicate requirements and calendar for timely delivery
  • Evaluate and revamp all planning & analysis processes and tools to drive efficiencies and sustainability
  • Develop and regularly present analytics to senior leaders
  • Lead projects to provide insights into GMS performance e.g. analyzing industry trends, merchant volumes/size trends, impact of macroeconomic indicators, etc
  • Minimum of 2-3 years of working experience preferred
  • Results Leadership: Ability to manage multiple and complex workstreams and work across boundaries and deliver a diverse set of initiatives that result in transformational outcomes. Skilled in the use and applications of AXP systems and processes
  • Change Leadership: Continuously seek process improvement and play a lead role in driving change in the organization each and every day
  • Strategic Thinking: Solid ability to adopt a broad perspective and link business strategies to specific initiatives. Possess a strong grasp of the competitive landscape and market trends
  • Analytical Thinking: Strong aptitude for analytics. Demonstrated ability to develop sophisticated financial models and draw value-add insights from large amounts of financial data
  • Communication: Superior ability to communicate with and influence at all levels of the organization
18

Analyst, IT Financial Planning & Analysis Resume Examples & Samples

  • 3-5 years of experience in finance or accounting field preferred, or educational equivalent
  • Familiarity with IT Infrastructure and analytics a strong plus
  • Strong sense of work product ownership and responsibility for completing tasks at hand
  • Adept at learning new software applications
  • Experience with PeopleSoft and nVision a plus
  • Strong competency skills required in the following areas: basic accounting, financial forecasting, customer service, organizational skills; analytic and problem solving, decision-making, listening to others, and creating an inclusive culture
  • Must be able to uphold Choice’s Values & Performance Principles of collaboration, performance excellence, sense of urgency, openness to new ideas, inclusion & diversity, integrity, customer focus, and respect
19

IT Financial Planning Senior Analyst Resume Examples & Samples

  • Responsible for Global IT Forecasting, Annual Operating Budget and Five Year Strategic planning
  • Monthly Variance Analysis compared to Forecast and Budget
  • Business Partner with the Global IT teams to compile the IT budget and forecast
  • Track and monitor Capital Expenditure requests including the Investment Analysis associated with major projects
  • Monitor and control to ensure IT operations are within budget. Highlight issues proactively
  • Ensure compliance with relevant financial policies and procedures
  • Track accounting and invoice booking to maintain accuracy
  • Monitor budget allocations to ensure allocations are accurate at global and regional level
  • Monitor operation of various budgetary and accrual processes including expenditures and general ledger accounts
  • Assist with streamlining the process of procure-to-pay for IT including Approval for Expenditure (AFEs), purchase requisitions, purchase orders, invoicing and reconciliation once payment is done
  • Prepare IT financial reports, projections, analyses, contracts, and other reports
  • Bachelor’s degree from an accredited four-year college in related area (Accounting, Finance)
  • 5+ years of financial and budgeting experience required, preferably in an IT environment
  • Experience with global companies highly preferred
  • Experience with a financial consolidation and reporting application like SAP BPC or Hyperion
  • Strong knowledge of the Microsoft suite of products with advanced skills in MS Excel expected
  • MBA or CPA certification is desired
  • Strong drive with the ability to make things happen
  • Comfortable in a dynamic environment
20

Analyst, Global Financial Planning & Analysis Resume Examples & Samples

  • Monthly reforecast process
  • Assist in the consolidation of all regional results using Hyperion Financial Management (HFM)
  • Provide assistance on researching variance and drivers of forecast changes
  • Manage scorecard process for forecasting accuracy
  • Reporting & Analysis
  • Maintenance and distribution of multiple financial / operational reports on a monthly / weekly basis
  • Monthly reporting on key economic drivers within our key markets around the globe
  • Monthly tracking and reporting on on-line booking trends
  • Providing competitor analysis within our European market
  • Ownership of monthly financial dashboard distributed to WDN SLT
  • Ad-hoc Reporting
  • Ongoing report building and analysis, as needed, to support the FP&A function
  • Includes analysis for Wyndham Corporate FP&A and Corporate Tax
  • Assistance as needed with financial presentations (Strategic Plan, Annual Budget, Town Hall meeting, ect.)
  • Bachelor’s degree in Accounting / Finance or related
  • Strong analytical capabilities and modeling creativity, Advanced excel skills required, Strong working knowledge of all three financial statements, Strong communication skills – written and oral, Well organized and able to prioritize tasks
  • 1-3 Years of experience working in financial reporting or planning related processes
21

Financial Analyst Gp&r-financial Planning & Management Resume Examples & Samples

  • Partner with Brand and Sales Finance to support transparency on consolidated P&L and B/S performance. Enable fact based decisions by creating transparency on the financial development across market -, category - and channel portfolios of Brand & Sales
  • Provide accurate reports and consolidated inputs on actuals, forecast, budget and other overviews as required
  • Support the creation of regular and ad-hoc presentations
  • Run and further improve communication packages to present results, recommendations and solutions for business partners
  • Perform analysis on standardized reporting and ad-hoc requests; validate results and all other information in order to constantly inform Brand & Sales about any critical issues and developments noted
  • Help to identify significant improvement potential for reporting and analysis of Brand & Sales. Follow up on defined action steps and support implementation and execution of those
  • Ensure open communication, information flow and seamless collaboration with Brand & Sales Finance and other Group Finance Functions (e.g. Group Accounting, Treasury and Investor Relations)
  • Support the global Brand & Sales Target Setting process. Support the setup / maintenance of the Brand & Sales Finance budget simulation models and consolidation files and contribute to the alignment process across BU’s and Markets
  • Support team members on their projects as needed
  • Support the implementation of strategic group initiatives (e.g. Integrated Business Planning, OVotT, and Category P&L) within Brand & Sales Finance
  • Support the integration of the category view into the financial management & planning process of Brand & Sales
  • Enhance and improve working methods for day-to-day processes and systems and support the implementation of state of the art analytic tools
  • Work towards the achievement of department and business partner targets
  • Business understanding of processes and structure
  • Good communication skills for adapting and exchanging information, mainly within the organisation
  • High degree of customer orientation
  • Ability to manoeuvre in consistently changing and international environment
  • Ability to work independently and toward tight deadlines
  • Pro-activity and a drive for results
  • Strong Excel and PowerPoint skills as well as a good understanding of processes
  • University degree in Business Administration/Finance/ Controlling
  • System expertise in MS Office, BCS (GRAPE), BI
  • 1-3 years’ experience in Accounting / Controlling / Reporting within an international Group
22

Financial Planning & Accounting Analyst Resume Examples & Samples

  • Bachelor’s degree in Finance, Accounting or equivalent is required. MBA preferred
  • 0-2 years of related experience
  • Demonstrated success with engaging in multiple initiatives simultaneously with flexibility and agility, along with good business acumen and excellent organizational skills
  • Possess a strong sense of integrity, commitment to details, and an intensity to meet requirements on a timely basis
  • Strong database query skills
23

Financial Planning & Accounting Analyst Resume Examples & Samples

  • Manage the forecast cycles with the business partners. Review and rationalize the financial inputs for the annual operating plan and monthly forecasts, ensuring financial plans are linked with corporate objectives, and ensuring all inputs/assumptions are clearly documented and deadlines are effectively met. Provide all relevant bridges between financial forecasts to ensure changes are understood and make business sense
  • Work closely with business partners in creating a complete and comprehensive metrics package, including both financial and operational metrics. Define the metric, identify the data sources and owners, and outline the cadence for publication. Maintain the historical trends and provide context for current trajectories
  • Prepare relevant journal entries and accruals for month-end close
  • Provide actual vs forecast variance analysis and commentary for budget managers and management reporting
  • Assist in the preparation of financial slides for the management team
  • Work with the appropriate business partner in automating reports/processes and strengthen current work-flow processes
  • Work closely with Sr. Mgr Finance System & Reporting and GL Manager in automating current reports
  • Provide ad hoc financial analysis as needed
  • Ability to prepare and analyze P&L components, with related financial metrics
  • Ability to provide recommendations and present them effectively
  • Ability to work with minimal direction and supervision *REQUIRED*
  • Demonstrated expert in MS Excel and building complex financial models
  • Physical Demands: While performing the duties of this job, employee is occasionally required to stand, walk, sit, and use hands to handle objects and tools; reach with hands and arms, talk and hear. Employee must occasionally lift and/or move light to moderate weight. Specific vision abilities required by the job include close vision and the ability to adjust focus
  • Work Environment: The noise level and temperature in the work environment is usually moderate
24

Financial Analyst Iv-financial Planning & Analysis Resume Examples & Samples

  • Analyze financial data for prospective purchase, asset allocation, fee generation or other cash flow, using typically industry/company standard analytical tools or measures
  • Contribute analyses to report being prepared for business unit management to aid in making financial, client, acquisition, or other business decision
  • Confer with business unit management and staff to acquire operating or financial data for analysis. Using this data, conduct standard or ad hoc analyses to satisfy variety of management objectives
  • Lead or consult on month end analyses to summarize, reconcile, and report financial data from transactions, fee payments, accruals, or other cash flows, in order to track trends. May consolidate work done by other analysts into final tables or report
  • Develop/prepare/continually improve quarterly forecast process for particular business unit, product line, client group or market segment. Report monthly actual performance against forecast and develop analysis for variances
  • Develop queries to obtain financial data requested by users within the company, including the data validation. Coordinate the development of data files, the validation in the acceptance phase, and the migration of the data requirements to the production
  • Play technical or project lead role on specific analytical project; provide guidance to less senior analysts; may provide input to developing business requirements for applications needed to accomplish specific analytical or reporting objective
  • 6+ years of related experience
  • Experience with Excel, Hyperion, Essbase and Smartview highly preferred
  • Comfortable and confident presenting to senior level management
  • Excellent analytical skills, with emphasis on variance analysis
  • Ability to digest complex issues and communicate in concise manner
  • Experience with FP&A organization preferred
  • Cross-functional business skills, excellent facilitation and communication skills, strong influencing skills, and ability to effectively present to and work with senior management
  • Prior experience with reporting and forecasting in an FP&A environment, as well as some working knowledge of general accounting principles (preparing and validating accruals/ re-class activity, performing reconciliations, etc)
  • Advanced MS Office skills (PowerPoint, Excel, e.g. vlookups, pivot tables, if/then statements and other advanced calculations and formulas)
  • Ability to perform in a fast-paced environment, multi-task and prioritize
25

Financial Planning & Budgeting Analyst Resume Examples & Samples

  • Develop annual budgeting process and build quarterly forecasting routine
  • Collaborate with cross-functional teams and build relationships with key stakeholders (business unit and enterprise leadership)
  • Produce standard monthly operating/financial reports
  • Complete regular variance reporting of actual results versus budget, including research and resolution of business unit inquiries
  • Design and maintain expense forecast models for current and future years
  • Utilize internal databases to extract financial and plan data and build customized reports
  • Leverage competitive financial statement / annual report research for benchmarking financial performance metrics and indicators
  • Provide analysis to support the development of the company’s strategic plan
  • Perform special projects or initiatives as assigned
26

Financial Planning & Analysis Senior Analyst Northstar Resume Examples & Samples

  • Bachelors degree in finance, accounting, or relate field
  • Highly motivated and self-starter
  • Expertise with Excel and PowerPoint
  • Large enterprise software experience, preferably SAP
  • Strong communication and organization skills
  • Experience with intercompany sales, eliminations and consolidation
  • Ability to handle multiple projects and prioritize accordingly
  • CPA preferred
  • Experience with SQL a plus
27

Financial Planning & Analysis Senior Analyst Generics Resume Examples & Samples

  • Must have strong analytical and quantitative skills
  • Effective business partnership with the ability to influence decision makers
  • Knowledge of accounting principles
  • Thorough knowledge of Excel and PowerPoint
28

Financial Planning Analysis Analyst Resume Examples & Samples

  • Collaborate with Content Strategy, Financial Planning, and Accounting to analyze spend, develop deal models, track performance, and update forecasts
  • Perform financial analysis for ad-hoc requests in a timely manner
  • Create slides and presentations to summarize strategic analyses and communicate business updates
  • Prepare financial reports based on forecasts and actuals versus our budget
  • Review and summarize budgets and spend, identifying trends, concerns, and solutions for reviews with senior leaders
  • Initiate and drive process improvements for greater accuracy, financial control and efficiency
  • Develop and maintain the budgets, forecasts, and long-range plans for Verizon content businesses
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Forecasting & Planning Financial Analyst Resume Examples & Samples

  • Bachelor’s degree in business, finance, marketing or related field of study
  • 2+ years of relevant experience within similar industries such as retail, direct marketing or analytics
  • Strong communication skills and demonstrated ability to manage projects and meet deadlines
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South Cluster Financial Planning & Analysis Analyst Resume Examples & Samples

  • Coordinate with FRI and FP&A teams from Citi Service Centers the production and analysis of business performance and provide meaningful highlights to produce forward looking analysis
  • Produce and analyze forward looking processes (monthly and quarterly outlooks and annual budget) in partnership with businesses, Global Functions and O&T
  • Ad hoc analytical and preparation of presentations to support the CCO and Business Heads
  • Proven track record with 5+ years of relevant work experience in financial services
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Financial Planning & Analysis Analyst Cocoa Resume Examples & Samples

  • 30% Cocoa Beans Supply Chain
  • 70% Order to Cash Supply Chain of which 40% Manufacturing and 30% Planning and Control and Order Delivery
  • Bachelor’s Degree or higher in Business Finance or in Engineering with Business related degree
  • 5+ year’s business analysis, strategic business development or BOSC finance experience
  • Strong problem solving and analytical skills (deep-dive and high-level summary capability)
  • Ability to integrate and interpret disparate sources of data using broad range of analytical data tools. Incorporates use of statistical methodology and predictive modeling techniques. Design, develop and implement value-added business analytics
  • Demonstrate strong BOSC but also 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)
  • Demonstrates high degree of curiosity. Invest time and energy into learning. Seeks different points of view and perspectives (internal and external)
  • Demonstrated ability to interact and influence at all levels of the organization
  • Enthusiastic, hands-on and can-do attitude
  • Ability to travel internationally & English proficiency
  • Master’s degree or higher in Business Finance or in Engineering with Business related degree
  • 6 sigma degree
  • Experience in a manufacturing business
  • Experience in modeling analytical tools (e.g. Tableau, Business Objects etc.)
  • Experience with JD Edwards, SAP, Lynx ERP system, and Tableau
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Financial Planning & Analysis Analyst With English Resume Examples & Samples

  • University degree in economic field
  • 1-2 years experience in accounting, auditing and reporting
  • Excellent understanding & experience with US GAAP, IFRS & SOX requirements
  • Strong Interpersonal skills with the ability to motivate for desired results in a project environment
  • Must be able to work effectively in a multi-task environment both as team leader and member
  • Good working knowledge of MS suite of applications - Excel, Word, PowerPoint
  • ACCA, CIMA certifications, nice to have
  • English language at an advanced level is mandatory
  • Strong analytical problem solver that leads by example
  • Ability to challenge the status-quo
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Financial Planning & Analysis Analyst Stf Resume Examples & Samples

  • Drive financial results by taking a proactive role with the functional teams including but not limited to operations, quality, facilities, and support function teams to develop the annual plan as well as monthly forecasts for the P&L (transfer cost, indirect costs, and hours); also, provide variance analysis for program activity. Analyze and report financial risks and opportunities on a monthly basis
  • Develop and track operation P&L and Indirect Cost and provide variance to forecast and plan analyses to the CFO for the financial close
  • Manage related direct and indirect cost, capital and cost of poor quality and review with site senior management
  • Drive accountability for the forecast and the financial plan with internal teams
  • Provide business case support for capital requests and cost reduction tickets
  • Investigate cost anomalies with determination of root cause and ultimate corrective action
  • Use Enterprise Excellence tools to automate processes and to develop standard reporting packages for the Sikorsky-PA senior management teams
  • Track and provide management with insight to key operational metrics
  • Ensure that effective internal controls are in place and ensure compliance with GAAP
  • Support ad hoc reporting and analysis - Key customers include but are not limited to the General Manager, CFO, and Internal Management
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Phss Financial Planning & Analysis Analyst Resume Examples & Samples

  • Evaluates large data sets, synthesizes data, develops analysis, and communicates strategic recommendations
  • Builds and maintains data models, reporting, data automation, key performance metrics, and dashboards to help drive key business decisions
  • Conducts ongoing analysis of risk, resource, cost benefit, impact, variance, and trends
  • Acts as main point of contact to business unit management for standardized and custom reports related to operational results
  • Develops predictive models to address operational and financial goals related to increased productivity and achievement of financial goals
  • Regularly presents results of analysis to senior management and field management across a wide range of functions
  • Supports greater Financial Planning and Analysis team to assure that all performance metrics used to benchmark results are accurately tracked and reported
  • Bachelor's degree in Accounting, Finance, Sales, Marketing, or Operations Management or equivalent experience
  • In addition, requires a minimum of 5 to 7 years of successful related experience. Related experience includes analytical and operational roles in Financial Services, Corporate Finance, Operations Management, or Service Delivery/Sales Operations
  • Strong communication/presentation skills with experience presenting complex analysis to senior management clearly and concisely
  • Must thrive in a fast-paced environment, possess a high level of intellectual curiosity and focus on generating results
  • Ability to build and maintain complex models and databases that perform analysis, organize data and create reports from various sources
  • Ability to capture and document business and reporting requirements from multiple sources
  • Proficient in Excel, Access, Webi BI, Salesforce, Word and PowerPoint. Knowledge of Hyperion and Alteryx is highly desired
  • Strong interpersonal skills with the ability to work independently and within a team environment
  • Ability to travel 10-20%
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Planning & Financial Analyst Resume Examples & Samples

  • Conducts market research, data collection, and various analyses to justify long and short range programs and plans that provide for strategic, new business opportunities and direction for the business unit(s)/division
  • Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action
  • Assists with translating quantitative and qualitative analyses into actionable corporate strategies under the supervision of the senior management
  • Evaluates projects through financial feasibility studies and market research using primarily external data and third party resources, collaborating with external advisors and internal/company management and personnel to manage strategic initiative implementation projects, as directed
  • Generates business planning models to develop strategies and presents findings
  • Utilizing data primarily from multiple external sources and targeted internal data, engages in data analyses and modeling to evaluate the status and viability of current initiatives and programs as requested by senior management
  • Develops business models and determines market trends to substantiate long-term prospects
  • Utilizes external data in “data-rooms” forming conclusions and questions around data for conversation with external sources
  • Collaborating with the appropriate business line senior management, assists in the development of strategic business plans. Performs routine economic analyses, financial estimates, and risk analysis to ensure projected rates of growth and profitability potential in support of the strategic growth plans
  • Collaborates with various FMC departments to develop model assumptions and to understand impacts of new business opportunities on existing sectors
  • Assists with managing projects related to the implementation of strategic initiatives working closely with business line owners, management, and stakeholders to identify resources, establish timelines and milestones to ensure successful execution
  • Develops and disseminates information on a continual basis to all pertinent parties concerning the fulfillment of project goals and objectives
  • Assists in drafting write-ups and presentation materials for presentation
  • Developing professional expertise, applies company policies and procedures to resolve a variety of issues
  • Normally receives general work instructions on routine work, detailed instructions on new projects or assignments. Work is reviewed for soundness
  • Builds productive working relationships
  • May refer to senior level staff for assistance with higher level problems that may arise
  • Escalates issues to supervisor/manager for resolution, as deemed necessary
  • Reviews and complieswith the Code of Business Conduct and all applicable company policiesand procedures, local,state, and federal laws andregulations
  • Minimum 2 – 5 years of related experience; or an advanced degree without experience
  • Ability to create local marketing/strategic plans
  • Business Development exposure from evaluation through integration and implementation
  • Demonstrated ability to directly interact with various FMCNA stakeholders including physicians
  • Ability to function as a strong member of a highly motivated and integrated organization team
  • Strong oral and written communication skills and exceptional interpersonal skills required
  • Proficient with PCs and Microsoft Office applications
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Senior Financial Analyst, Innovation Planning Resume Examples & Samples

  • Driving consistency and ensuring that best practices are in place across the dimensions for all common processes including budget, forecast, and close
  • Reviewing reporting and presentations for accuracy and ensuring that story lines are clear and consistent with strategic priorities
  • Maintaining strong relationships with key stakeholders across the business by providing timely, accurate, and insightful financial analysis of results that illustrate progress against the strategic plan, budget, and forecast
  • Actively interpreting and reviewing financial results with business decision makers to identify trends, risks, and opportunities, with the goal of driving actions that deliver against budget
  • Ad hoc financial analysis support
  • Bachelor’s degree in Finance, Accounting, Business or a closely related field
  • 4+ years experience in financial analysis, financial/strategic planning, accounting and/or budgeting
  • An advanced degree may be acceptable in lieu of 2 years’ experience
  • Strong financial knowledge including all aspects of cost center management (e.g., budgeting, forecasting, reporting), process development and management, and project management
  • Ability to articulate financial concepts to both finance and non-finance business partners in a clear and concise manner
  • Exceptional analytical and problem solving skills while being independent and resourceful
  • High accuracy and attention to detail
  • Strong working knowledge of accounting principles and practices
  • Strong cross team collaboration and ability to work with different personalities (i.e., high EQ)
  • Advanced level proficiency with Microsoft Excel, PowerPoint and Outlook
  • Experience with SAP is preferred
  • Ability to pass a 7-year background check