Financial Planning Analysis Resume Samples

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ZW
Z Walter
Zula
Walter
85456 Hillard Light
Philadelphia
PA
+1 (555) 611 4161
85456 Hillard Light
Philadelphia
PA
Phone
p +1 (555) 611 4161
Experience Experience
03/2014 present
San Francisco, CA
Director of Financial Planning & Analysis
San Francisco, CA
Director of Financial Planning & Analysis
03/2014 present
San Francisco, CA
Director of Financial Planning & Analysis
03/2014 present
  • Liaison to RFDs and other region personnel to monitor and analyze business performance
  • Minimizing surprises through effective prevention and early communications
  • Implement and work with a Business Intelligence Tool and Dashboard reports
  • Supporting Senior Management Team and Departments heads with in-depth analysis
  • Process improvement and efficiency projects
  • Perform ad-hoc analysis for support strategy discussions, decisions, business initiatives and special projects
  • Developing financial models to determine the economic feasibility of proposed projects or investments
01/2009 11/2013
Los Angeles, CA
Financial Planning & Analysis Analyst
Los Angeles, CA
Financial Planning & Analysis Analyst
01/2009 11/2013
Los Angeles, CA
Financial Planning & Analysis Analyst
01/2009 11/2013
  • Modelling Direct and Indirect rates for the business, budget versus actual. Assisting and working closely with Pricing rate cards and pricing models
  • Liaise with various departments to create and produce management reporting packages
  • Performs all other related duties as assigned or requested by management
  • Assist with the development of a growing FP&A team
  • Modelling Direct and Indirect rates for the business budget versus actual. Assisting and working closely with Pricing rate cards and pricing models
  • Prepares Budget and Latest Estimates for Handling and Distribution Costs, and performs monthly performance analysis on actual results vs. plans
  • Support the Finance Manager in the production of key management presentations, reports, forecasts, and analyses
03/2002 10/2008
New York, NY
Financial Planning & Analysis
New York, NY
Financial Planning & Analysis
03/2002 10/2008
New York, NY
Financial Planning & Analysis
03/2002 10/2008
  • 10% Work closely with management on continuous improvement of an ERP system
  • Developing financial analytics to assist senior management in making informed strategic decisions
  • Work closely with management on continuous improvement of an ERP system
  • Preparing/creating performance reports for management. Analyze these reports for significant trends and issues that should be highlighted for senior management
  • Develop and provide reporting and analysis on the performance of the different regions, sub-businesses, countries and products
  • Provide assistance to the Associate Finance Managers on the team to help close the month and quarter in accordance w/ the accounting processes in place
  • Develop detailed management information to drive high quality decision-making and closely monitor Institutional Client Business and firm performance
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Bowling Green State University
Bachelor’s Degree in Accounting
Skills Skills
  • Strong financial acumen and ability to think quickly
  • Highly analytical, with strong attention to detail and a competent data modeller
  • Strong follow-through on all projects; ability to bring projects to timely completion
  • Excellent interpersonal skills and ability to communicate with finance and non-finance people
  • Strong initiative and ability to manage multiple projects
  • Adaptability, multitasking and strong project management skills
  • Outstanding attention to detail and excellent organizational skills
  • Strong analytical and technical skills, including excellent command of MS Excel and Powerpoint
  • Ability to quickly grasp new concepts
  • Flexibility – able to react quickly to changing priorities and timelines
Create a Resume
1

Financial Planning & Analysis Resume Examples & Samples

  • Satisfying regulatory requirements to prove capital adequacy through the Firm’s annual CCAR submission (Comprehensive Capital Analysis and Review)
  • Executing day-to-day activities, including development of financial forecasts, budgets, operating plans, re-forecasting processes and CCAR
  • Maintaining CCAR consolidation models and presentations
  • Driving strong partnerships and coordinating reviews with the Business Unit and Senior Management
  • Maintaining and annually enhancing critical financial forecasting policies and procedures
  • Bachelors degree in Finance, Economics, Accounting, Math/Statistics or related field
  • 3 years of experience
  • Strong analytical and technical skills, including excellent command of MS Excel and Powerpoint
  • Proven ability to execute special projects and strategic initiatives; manage time effectively and meet tight deadlines
  • Ability to develop and maintain consultative relationships with various constituents at all levels
  • Outstanding attention to detail and excellent organizational skills
2

Financial Planning & Analysis Professional Resume Examples & Samples

  • Execution of day to day activities involving FP&A, including completion of the Bank’s financial forecasts
  • Development & coordination of financial dashboards
  • Construct quarterly due diligence financial presentations
  • Active participation and coordination of integrated financial forecast for regulatory stress tests
  • Respond to ad hoc requests on the financial impact of various Bank strategic actions and market events. Constituents include –the Bank’s CFO, CEO, COO, Treasurer, as well as the OCC (Bank Regulator)
  • 1-3 years financial services experience
  • Basic knowledge of financial reporting and financial statements
  • Strong work ethic and drive
  • Well organized and detail oriented
  • Previous experience in Forecasting and Stress Testing
  • Experience with loan products and financials
  • Strong knowledge of funding,capital, and liquidity
3

Financial Planning & Analysis Senior Manager Resume Examples & Samples

  • Bachelor’s Degree, or equivalent experience, is required
  • Experience building complex financial models is required
  • Attention to detail and accuracy are extremely important
  • Ability to build relationships and work effectively (both within a work group and across operational departments) is required
  • Ability to work with little (or no) direct supervision and make sound business decisions is required
  • Excellent Communication skills—both written and oral—are a must
  • Ability to multi-task and prioritize diverse and changing workloads is required
  • Must be able to stay organized and work effectively in the face of ambiguity, shifting priorities and multiple deadlines
4

Group Financial Planning & Analysis Ccar Business Partner Resume Examples & Samples

  • Prior experience of CCAR planning advantageous; Accounting or Financial Planning & Analysis (FP&A) background preferred
  • Strong expertise in keeping up-to-date with emerging business, economic, and market trends
  • Ability to handle multiple tasks and the will to work intensely towards challenging goals with persistence
  • Client and Business Focus: Effectively handling different requests and the capability to build up trusting, long-term relationships with clients. Identification and definition of client needs and expectations
  • Being a strong team player
  • Strong analytical skills as well as excellent problem solving skills
  • Hands-on experience in improving current processes and developing creative solutions
  • Ability to motivate and inspire others’ opinions with persuasive recommendations
  • LI-SL1* *LI-SL1*
5

Financial Planning & Analysis Director Resume Examples & Samples

  • Manage the film lead title ultimates process; including greenlight, pre-release, DBO change and post release estimates, and communicate variance results to Executive team
  • Manage Canadian FP&A annual budgeting and forecasting processes and communication of results to Canada sales
  • Oversee cash reporting schedules weekly (cash receipts and disbursements from SAP, maintaining the monthly and quarterly pacing vs plan, etc)
  • Own the transition of long term forecast by title into short term forecast by customer (with deduction rate assumptions). This includes researching historical deduction rates and proposing current qtr rate assumptions. It also includes communications with credit on short term receipts expectations
  • Own the A/R factoring schedules. This includes the A/R forecasts based on major pacing versions and actual analysis once a quarter is finished
  • Work with our department teams to establish and manage overhead budgets and understand variances to actual results
  • Oversee our overhead reporting tool and ensure proper G/L and department coding for overhead charges
  • Own the communication of forecast changes for both cash and overhead with USHE leadership team and where necessary with the Corporate FP&A team
  • Bachelor’s Degree required preferably in Finance or Accounting. FMLP preferred, but not required
  • Minimum 8 years of relevant financial modeling, analysis and reporting experience with at least 2 years of supervisory, forecasting and budgeting experience. Industry experience to include consumer products and media/entertainment
  • Strong experience in developing and reporting business performance metrics
  • Demonstrated ability to deliver on multiple assignments, meet tight deadlines, and be effective and decisive under pressure
  • Ability to adapt and work well in a fast-paced, results-oriented and rapidly changing environment
  • Able to build strong working partnerships along with the ability to listen, understand and influence
6

Gf-asia Markets Financial Planning & Analysis Head Resume Examples & Samples

  • Manage the Financial / Business Planning & Analysis for Asia Markets
  • Manage the process, analysis and review of monthly financial results, periodic forecasts and the annual plan and be accountable that the results are achieved
  • Lead the interaction with all the Asia Finance teams, at both the regional and country level, the Asia business leaders and the country business managers
  • This position is responsible for delivering high quality, timely analysis, to assist the business in making critical tactical and strategic decisions
  • The positon is also expected to drive efficiency gains through innovation and re-engineering
  • Collaborate with all stakeholders, establishes effective communication channels and ensures financials delivery
  • BA/BS in Accounting/Finance/Business or equivalent experience
  • Professional certification (CPA) or MBA preferred
  • 10-15 post qualification experience
  • Financial Services experience preferred & Markets a plus
  • Sound project management experience
7

Financial Planning & Analysis Resume Examples & Samples

  • Coordinate monthly/quarterly financial presentations for senior management, CFOs, MS BankCEO, MSBNA Board, Investor Relations, etc
  • Develop,establish, and automate regular financial reporting and analytics(weekly/monthly/quarterly)
  • Develop key analytics to enhance decision making
  • Establish and coordinate regular/formal forecasting process for MS Banks (P/L, BS, RWA,etc.)
  • 5-10 years financial services experience
  • Strong Excel, Presentation, and modeling skills
8

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Ownership of label P&Ls: Deliver forecasting, reporting, and scenario analysis for key International TV Production labels providing insight and analytics
  • Prepare the title ultimates (lifetime forecast) to assess return on investment and monitor performance of existing titles
  • Liaise with label production teams to track development spend, and upcoming title delivery dates and financial terms
  • Liaise with label management and controllership teams to provide detailed forecast and tracking of overhead spend, identifying key areas of risks and opportunities in a timely manner
  • Deliver by title forecasts for financial planning cycles: Budget, Long Range Plan, Quarterly Estimates, Pacing and Ultimates reviews. Provide detailed variance analysis with accurate and timely submission to NBCUniversal Corporate
  • Evaluate actual performance and provide insightful support to business and commercial teams acting as a key finance business partner
  • Management reporting deliverables including Budget Presentations, Operating Reviews, Executive Board Papers, development tracking, and key metrics (e.g. sales performance by territory) information to various stakeholders in ITVP and the NBCUniversal corporate teams
  • Work closely with the Controllership team in support of the quarterly close process
  • Support the system upgrade project for the forecasting tool ‘SMART;’ partner with IT project leads to provide business user feedback and perform testing. Upon upgrade delivery, define processes to leverage tool capabilities to improve planning and reporting
  • Continuously improve and streamline business forecasting methods and processes
  • Ad-hoc projects and tasks as required
  • Qualified accountant (ACCA / CIMA) with wide ranging planning and commercial finance experience
  • Strong PC skills - SAP/BW experience preferred, strong Excel & PowerPoint
  • Excellent verbal and written presentation skills, report formats, PowerPoint etc
  • Proactive & solution focused with high attention to detail
  • Strong team player with excellent communication and interpersonal skills to effectively interact across cultural & business environments
  • Enthusiastic self-starter with an ambition to grow through the role
  • Willingness to work the hours as required by a high growth business
  • Strong technical skills, controllership experience an advantage
  • TV, Media and relevant industry experience is preferable
  • Previous experience of Ultimates Accounting would be preferable
  • All applicants must be able to provide documentation to prove they are eligible to work in the United Kingdom
9

Financial Planning & Analysis Resume Examples & Samples

  • In conjunction with the service providers develop occupancy budgets for 7,100 JPMC individual locations with unique expense profiles, and conduct monthly actuals vs budget analyses
  • Track cost savings to contractual obligations to assess risk/opportunity to contract SLA
  • Partner with the Vendor Management office to track Management Fees, CPIs and KPIs as stipulated in the final contracts
  • Liaison with providers to ensure each is providing consistent reporting back to JPMC
  • Work with multiple Corporate financial tools including the Hyperion Essbase CMR cube (firm-wide results), the Corporate Sector PR&A Essbase cube (for Corp Sector wide results), SAP, the firm-wide general ledger,
  • Partner with the Controller’s Division Real Estate Accounting team, and the Controllers Capital Projects Accounting team, all who are equal partners with GRE Finance in ensuring all real estate activity is properly planned, forecast and recorded
  • Provide management reporting, analysis and metrics to various constituencies, including the Firm’s Chief Administrative/Operations officer, GRE management, and Corporate Finance for various firm-wide roll up reporting requirements
  • 8+ years experience in management reporting, P&A type work
  • Focus on service delivery / client satisfaction
  • Ability to clearly communicate and present financial data
  • Must be detail-oriented and manage the details but can also summarize data at high levels
  • Manage multiple priorities and time sensitive deliverables
  • Strong knowledge of corporate financial systems, such as Hyperion Essbase and SAP
  • Advanced technical skills in Excel and Powerpoint
  • Working knowledge of Microsoft Access a plus,
  • Finance/Accounting degree required
  • Ability to work with multiple, complex systems and large volumes of data
  • Ability to help identify and recommend improvement in systems supporting GRE
  • Managing Staff
  • Proactive, responsive, team player, creative
10

Financial Planning & Analysis Intern Resume Examples & Samples

  • Support the FP&A team to deliver detailed and accurate financial estimates during the long range plan, budget, forecast and quarterly close processes
  • Support monthly reporting needs and variance analysis. Key reporting cycles include Management Operating Reviews and Executive Board, Corporate NBCUniversal reporting, and consolidation of production label quarterly forecasts
  • Partner with FP&A Analysts to deliver quarterly reporting by production label including impact of key title deliveries and distribution sales
  • Ownership of production slate and distribution reporting ensuring up to date and accurate information is available to the FP&A team in a timely manner
  • Support Operating expenses reporting including Headcount and other metrics tracking
  • General FP&A ad hoc tasks as required
  • Good track record as a team player
  • Ability to cope in a fast, dynamic environment
  • Willingness to learn and can-do attitude
  • Strong PC skills including Excel and PowerPoint
  • Willingness to work flexible hours with tight deadlines
  • Interpersonal skills to effectively interact across diverse cultural and business environments
11

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Daily interaction with Divisional President, Sales Vice Presidents, Corporate Accounting and Finance, Corporate Staff in Miami
  • Prepare the annual budget, monthly sales forecasts and quarterly income statement forecasts
  • Analyze and approve all inventory purchases adhering to strict turnover guidelines
  • Prepare quarterly inventory reserve calculations and quarterly accounts receivable reserve calculations
  • Communicate financial results and expectations to business unit management
  • Analyze monthly financial results for all business units compared to budget and prior year
  • Interface with retail and wholesale planning in forecasting retail margin support and inventory levels
  • Prepare and present ad hoc analyses as requested
  • Bachelor’s degree or higher in Finance or Accounting
  • CPA and/or MBA a plus but not required
  • Minimum 5 years working experience
  • Management experience in a medium to large company
  • Proficiency in Excel, Oracle GL or similar systems
  • Hyperion Essbase required
12

Financial Planning & Analysis Accountant Resume Examples & Samples

  • Be the primary point of contact for a number of different Continental Europe Institutional business heads, their COOs and other key stakeholders. Offering decision support assistance and management reporting
  • Manage the review Sales KPIs and performing an adjustment process to overcome system limitations
  • Participate in other projects as required
  • Knowledge of asset management revenue drivers would be an advantage, knowledge of financial services is essential
  • Qualified accountant or equivalent
13

Assistant VP of Financial Planning & Analysis Resume Examples & Samples

  • Responsible for making sales calls to prospective and existing customers to uncover and analyze needs and sell our complete portfolio of outdoor products and services
  • Achieve and maintain rapport with clients and work to provide the best possible service in order to grow accounts and revenue
  • Develop action plans and schedules to identify specific sales targets and project the number of contacts to be made
  • Prepare compelling and competitive proposals and presentations
  • Professionally manage and overcome client’s objections by presenting ideas and advertising solutions using a consultative selling approach
  • Maintain accounts by updating client information and needs as well as ensuring ongoing follow-up
  • Determine project pricing based on guidelines from management
  • Negotiate fees or services with clients, with management approval
  • Communicate sales to charting and other internal departments
  • Collaborate and support the client contract extension and renegotiation processes
  • Develop product posting instructions and distribute to internal teams
  • Oversee project from start to finish and ensure client satisfaction
  • Deliver proof of posting (POP) to clients
  • May ride along with clients to show outdoor media sites
  • Perform other duties as assigned or requested
  • 1-2 years of sales experience and four-year college degree, BA/BS or equivalent. Business-to-business sales experience is strongly preferred
  • Evidence of sales achievement with experience in consultative or “needs” based selling techniques
  • Strong preference for candidates with media sales experience
  • Must possess excellent communication, customer service and relationship development skills
  • Must have strong time management and organization skills
  • Ability to grasp extensive knowledge while dealing with a variety of people
  • Self-starting nature and diligent work ethic, a demonstrated flexibility, and a collaborative style with the objective of building strong relationships with diverse customer groups
  • Be able to present one’s self in a highly cooperative and professional manner when meeting both internal and external customers and vendors over the phone
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
  • Must have working knowledge of Windows operating system and be proficient in Microsoft Office software applications (i.e., Word, Excel, Outlook, and PowerPoint)
  • Must have ability to learn and use company and customer system(s)
  • Must possess a valid driver’s license, dependable transportation, and a clean driving record
  • Limited out of town travel (less than 5% of business days) for periodic corporate meetings and industry events; 50% or more local territory travel
14

Financial Planning & Analysis Group Manager Resume Examples & Samples

  • Lead all activities related to strategic reporting for ICG, including development of business targets, process management and results summarization and presentation, examples include but are not limited to
  • ICG CEO Quarterly Business Reviews (to Citi CEO)
  • Board of Directors materials (e.g. updates to the Board; orientation decks for new Directors)
  • ICG Senior Management On-site / Off-site materials
  • ICG Employee Updates / Town Halls
  • Investor Relations / Rating Agency Relations materials
  • Marginal Product Analysis
  • Execution 2.0 (Performance Management) / Other project initiatives
  • Ad-hoc analytical support for senior management, including issue investigation and pro-forma financial analysis of potential business and finance actions
  • Coordination and management across business FP&A teams to drive toward a consistent ICG business or finance directive (spanning product, region, and client) and support organizations (Other Finance organizations, Client Strategy, Risk, Human Resources, Corporate Communications etc.)
  • Attract, train and manage direct staff required to meet the above responsibilities
  • Significant experience within financial services with a demonstrated record of professional growth
  • Strong communication skills (written and verbal), ability to influence at the CFO level
  • Ability to synthesize data and issues effectively for senior management, as well as the ability to involve other individuals and organizations when relevant; must have experience developing important presentation materials
  • Articulate leader with a high-level of intellectual rigor and integrity
  • Proven track record of positive relationship management, ability to partner with others to optimize results
  • Strong financial acumen and analytical skills
  • Multi-tasking skills with ability to prioritize efforts, perform well under pressure and meet strict deadlines
15

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Play a major role in the preparation of the Annual Operating Plan, and Monthly P&L Reforecast
  • Prepare Actual vs. Budget variance analysis; meet with department leaders to review performance of their respective areas
  • Take ownership of the compensation planning model; Build a scalable model that satisfies multiple requirements including clarity on part time and overtime assumptions, churn, merit increases, incentive compensation, and insuring the model uploads seamlessly into the Corporate interface. Be the main liaison to HR and the News Department regarding open position activity
  • Assume ownership of the Expense Analysis area; review all areas of spend including vendor, service, and individual spend by employee. Recommend cost saving measures and insure compliance with corporate policies
  • Provide ad-hoc Financial Analysis and Models as needed; includes potential programming acquisitions, marketing agreements, and corporate initiatives
  • Assist in the building of the revenue analytics area
  • Help implement structure and processes in a sales and creative environment
  • Minimum of 5 Years experience with an undergraduate degree in Finance, Economics, Accounting, or related degree. MBA a plus
  • Must be willing to work long hours when necessary
  • Excellent Interpersonal Skills required; this position has interaction with a wide variety of personnel
  • Excellent Written and Verbal Communications Skills
  • Advanced PC Skills; Expertise with Excel Required. Familiarity with Database extraction tools, General Ledger Systems, and Cloud Based software a +
  • Self Starter and ability to work both independently and as part of a team
16

VP of Financial Planning & Analysis Resume Examples & Samples

  • 5 to 10 years of experience
  • Strong FP&A experience
  • Strong Excel skills (including modeling)
  • Soft skills to make business decisions and work with senior-level staff
  • Background in strategic planning
  • Experience with cash and capital forecasting
  • Experience supporting a Sales or Investment team
17

Site Head Global Financial Planning & Analysis Analytical Centre Resume Examples & Samples

  • Post graduate degree in Accounting or Finance
  • 15+ years in the Banking & Finance industry. FP&A experience preferred
  • Strong understanding of Financial reporting systems and Business Intelligence tools
  • Deep understanding of Banking & Finance products and markets
  • Ability to manage and motivate large teams
  • Strong analytical skills, intellectual curiosity
  • Strong focus on risk & control
18

Associate, Financial Planning & Analysis Resume Examples & Samples

  • Bachelor's degree in finance, engineering, accounting, mathematics, economics, or related quantitative field
  • Outstanding analytical and quantitative skills; able to resolve tough business problems with well-structured analyses
  • Demonstrated program leadership capabilities to drive key financial processes
  • Ability to work effectively with a diverse team and produce time sensitive deliverables
  • Minimum years of experience: 5 years
  • CPA a plus
19

Senior Team Lead Global Financial Planning & Analysis Analytical Centre Resume Examples & Samples

  • 10+ of experience in Financial Services or Shared Services
  • Understanding of Banking & Finance products and markets
  • Post graduate degree in Accounting or Finance is a plus
20

Financial Planning & Analysis Lead Analyst Resume Examples & Samples

  • Partner closely with Capital HQ and business platform contacts for planning and closing cycles
  • Partner with International Functional Leaders to support budgeting and reporting specifically related to functional SG&A roll ups
  • Facilitate tracking and analysis of key business projects costs
  • Identify and articulate risks and opportunities relevant to the planning period
  • Prepare financial assumptions for key planning sessions and operating plans
  • Participate on cross-functional process improvement teams to promote operational efficiencies
  • Drive process improvements in planning and forecasting to enhance process efficiency, support new initiatives, and to accurately capture the changing business economics and structure Qualifications/Requirements
  • Financial Planning & Analysis (FP&A) planning experience
  • Experience in accounting or financial analysis
  • Proficient use of financial systems and analysis tools including Microsoft Office (eg. Excel, Word, PowerPoint)
  • Use of planning tools, preferably Hyperion
  • University degree in economics, business administration or equivalent
  • Experience managing or leading direct reports
  • Independent thinking and analytics
  • Solution-oriented mindset
  • Ability to operate in an environment with multiple stakeholders
  • Financial Services background preferred
21

Apprentice Financial Planning & Analysis Resume Examples & Samples

  • Net Operating Income (NOI) Spain & Italy portfolio
  • SG&A (Indirect Costs) Spain & Italy
  • For the P&L lines above: Prepare forecast templates & analysis during planning sessions, provide variance analysis during Quarter Close, answer Ad hoc requirements from local SLT + HQ, prepare Quarterly packages to share with Senior Management
  • Liase with other functions for SG&A bookings & NOI forecast & actuals
  • Bachelor's Degree in Business Administration or Economics
  • Proficiency skills in Excel and Power Point
  • Previous experience in multinational environments will be a plus
22

Financial Planning & Analysis MBA Internship Resume Examples & Samples

  • Assist with creation of Annual Plan presentation to Consumer Products Senior Management and Corporate executive teams
  • Analysis of Capital Planning for segment budget planning and resulting presentation to Senior Management
  • Consolidation, analysis, and review of strategic costs as part of operational efficiency project
  • Review of weekly performance metrics for Senior Management updates
  • Creation of ad-hoc analysis for Consumer Products CFO and Executive team
  • Strong working knowledge of finance and accounting is a must
  • Extensive experience in Excel and PowerPoint required (Experience with data consolidation tools (Cognos, SAP) preferred)
  • Excellent oral/written communication and presentation skills, demonstrated experience in building relationships with teams, and strong organizational skills
  • Proven ability to solve problems creatively
  • Dynamic individual who excels in a team environment and who will act as a change agent to challenge the status quo
23

Csil-financial Planning & Analysis Vertical Lead Resume Examples & Samples

  • Experienced in Microsoft Office (including PowerPoint, Excel & Word)
  • Experience working with data and knowledge of financial reporting tools such as Business Objects, Essbase, and Qlickview would be a plus
  • Adaptability, multitasking and strong project management skills
  • Interpersonal skills; ability to work with colleagues at all levels across multiple locations
24

Financial Planning & Analysis Assistant Manager Resume Examples & Samples

  • Performs monthly review and evaluation of actual financial performance compared to budget and prior year of the total bank and individual business units. May partner with Divisions within the Business Unit in support of FP&A activities
  • Ensures the integration of the budgeting and planning data with general ledger for monthly reporting of actual against budget
  • Implements and manages phases of the annual budgeting process assuring accuracy of communications to all affected Division/Department Heads
  • Leads or participates in system implementation and process improvement projects
  • Supervises employees directly including selection, development and performance management
  • Serve as the Budget & Forecasting lead with regards to aligning Budget & Forecast tools with CCAR needs
  • Serve as the Budget & Forecasting lead with regards to developing business requirement documents in support of Budget & Forecast-to-CCAR transformational efforts. Translate spreadsheet modeling capabilities into business requirements is a key
  • This is an individual contributor role with potential for adding direct reports dependent on performance and role progression
  • LI-RP1
  • Bachelor’s degree required / Advanced degree or certification highly preferred
  • 10+ Years of progressive finance experience
  • 5+ years managing the development of the balance sheet and income statement in a budget/forecast capacity, preferably in corporate fp&a capacity
  • 3+ years banking or financial services
  • Thorough knowledge of centralized budget & forecasting process. Working knowledge of financial services funds transfer pricing principles is required
  • Ability to analyze, research, present, coordinate & negotiate
  • Ability to manage deliverables and timelines with limited supervision
  • Robust MS-Excel spreadsheet modeling experience – creating balance sheet and income statement pro formas
  • Critical thinking, problem-solving, and resourcefulness skills along with Intellectual inquisitiveness
  • Familiarity with driver-based planning a plus
  • Project management skills
25

Global Consumer Banking Financial Planning & Analysis Resume Examples & Samples

  • 5-7+ years of relevant finance/business/accounting/statistical experience in financial services
  • Strong working knowledge of Excel and, preferably, integration with Access database
  • Experience in pulling large amount of data from FP&A systems (Pearl, Ruby and PPNR Tool or equivalent), organizing and interpreting
  • Deep knowledge of PowerPoint and ability to create outstanding presentations using the tool. Ability to translate complex financial schedules into meaningful presentations that will support decision making
  • Understanding of financial and managerial accounting for bank products (accrual products, investment). Knowledge of corporate finance concepts
  • Detail oriented while able to keep a holistic view of the processes
  • Confidence to stand up to pressure and the credibility to influence others
  • Self-motivated and participative team player
26

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Oversee all aspects of CBS actual, budget, and forecast reporting. Serve as the FP&A primary point of contact for all CBS financial activities
  • Perform research to variance questions and ad hoc requests
  • Proactively meet and communicate with functional leaders on expenses
  • Primary point of contact for the CBS portion of the annual planning cycle
  • Primary point of contact to develop planning and reporting schedules
  • Primary point of contact for any communication to CBS leaders on expense activities (reporting, forecasting, budgeting, etc.)
  • Primary interface for all CBS expense activities
  • Complete company-wide monthly indirect expense reporting and communicate findings to stakeholders
  • Clearly communicate deadlines to stakeholders and follow up as necessary
  • Ensure all information received and distributed is accurate and communicated in a timely manner
  • Cross-train on FP&A functions to gradually gain additional knowledge across other areas within the department
  • Bachelor's degree in Finance or Accounting
  • Minimum 3.0 GPA
  • Two to five years of experience in a financial planning and reporting environment
  • Advanced Microsoft Excel experience
  • Public company, government contracting, Cognos and Oracle Enterprise Performance Management system experience
  • Strong analytical, problem-solving and decision making capabilities
  • Ability to apply detailed knowledge of organizational procedures to make independent decisions and serve as a credible resource for a senior management team
  • Ability to work with all levels of internal staff, as well as outside clients and vendors
  • Excellent problem solving skills with ability to analyze situations, identify existing or potential problems and recommend solutions
  • Superior interpersonal skills including courtesy, professionalism, and a cooperative attitude
  • Proficiency in MS Office Applications (Word, PowerPoint, Outlook, Excel)
27

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • The production, delivery and communication of the operational reporting to the E&A Group
  • Supporting the Financial Planning team by providing analysis and writing a synopsis of project performance work, monthly and quarterly forecasting
  • Working closely with the Project Control team and Project Managers on required contract budget changes, revenue issues, forecasting and EAC estimates
  • Operational Reporting – project reporting, trends analysis and staff productivity and utilisation
  • Preparing revenue, margin and variance analysis/metric analysis
  • Preparing Business Unit forecasting/backlog and pipeline analysis
  • Preparing the annual operational level budgeting process
  • Model Direct and Indirect rates for the business budget versus actual. Assisting and working closely with Pricing rate cards and pricing models
  • Financial training to front-line business
  • Work closely with accounting team to assist in system configurations
  • Ability to liaise and communciate with business partners regarding performance and KPIs
28

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Deliver monthly financial forecasts, the annual budget, and long-range financial plans for company expenses
  • Prepare monthly reviews of financial performance to budget, previous year, and previous forecast
  • Partner with key divisions and other business owners to provide related analysis, guidance, and/or reporting
  • Support the Finance Manager in the production of key management presentations, reports, forecasts, and analyses
  • Demonstrated proficiency in financial modeling (ability to quickly build and modify robust projection models using Excel)
  • Strong analytical, reasoning, and problem-solving skills, logical, conceptual, and critical thinking skills
  • Proven initiative and creative approaches to problem solving with an eagerness to learn
  • Strong interpersonal skills, team player mentality and ability to interact effectively with operational areas
  • Must be able to reason and communicate detailed financial information to management
  • Strong planning and execution skills
29

Financial Planning & Analysis Intern Resume Examples & Samples

  • Finance background (Financial analysis, controlling, accounting)
  • Strong MS Excel modelling skills, knowledge of MS Power Point
  • Fluent in English; German would be a plus
  • High energy level, self-starter
  • Good communication/presentation skills
30

Financial Planning & Analysis Intern Resume Examples & Samples

  • Support the FP&A teams on reporting & variance analysis tasks
  • Support the FP&A teams on Month/Quarter end Closing & Controlling activities
  • Support the FP&A teams on Forecasting and Planning activities
  • Participate in group projects to improve and automate processes, analyses and reporting
31

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Manages reporting on key metrics used to manage the business for assigned functions; coordinates activities with Accounting
  • Supports strategic planning and decision-making by identifying and analyzing key business trends in vertical markets, market segments, technological segments and among key customers
  • Provides analysis of business operations to support strategic planning and decision-making
  • Manages annual plan/budget and facilitates quarterly forecasting
  • Provides technical financial support on the evaluation of potential alliances, acquisitions, mergers, capital investments and/or other issues affecting the business. Also provides advice, guidance and financial recommendations to the product line businesses
  • Creates and provides ad hoc reports to senior managers to evaluate business trends and opportunities in support of various modeling assumptions
  • Measure and reports on performance against key strategic initiatives; seeks ways to improve standard reporting as requested or required
  • Participants with or leads CFO requests, cross-functional, organization-wide or financial initiatives
  • Seeks and recommends improvements to department’s technology, financial analysis and processes
  • Supports Product line businesses special studies as required
  • Selects, manages, coaches and develops assigned staff in accordance with company policies and objectives
  • BS/BA in accounting, finance, economics or related field. MBA a plus
  • CMA/CPA/CFA preferred
  • Requires min. 5 years of broad based finance or accounting experience
  • Expertise with Microsoft Office products particularly Excel required
  • Demonstrate financial acuity and problem resolution at both a strategic and functional level
  • Possess technical skills and experience in cost accounting, financial reporting and analysis, cash flow management, mergers and acquisitions and information technology
  • An organized and efficient manager, able to define priorities and focus on areas that add value; good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient work flow; knows what to measure and how to measure it; gets more out of few resources
  • A self starter who is willing to roll up the sleeves and find a way to get the job done. Strong service orientation required. Strong analytical, problem solving and decision making skills
  • Proven experience with extensive financial modeling skills,
  • Must have excellent written and verbal communication and presentation skills
32

Financial Planning & Analysis Analyst Resume Examples & Samples

  • 2+ years of solid and progressive work experience in a Finance role in a large firm
  • Bachelor's Degree in Accounting, Finance, or related field
  • Previous experience in the Financial Services industry
  • Strong budgeting/forecasting and financial analysis and reporting background or related experience
  • Experience and knowledge with SAP and Hyperion Essbase or equivalent multidimensional database
  • Microsoft Office/Suite proficient (Excel, PowerPoint, Word, etc.)
  • Asset Management and/or Financial Services Organization experience
33

Director of Financial Planning & Analysis Resume Examples & Samples

  • Bachelor’s degree in Accounting, Finance, Business Administration or related discipline
  • CPA license and/or MBA strongly preferred
  • 10+ years of accounting and finance experience; supervisory experience required
  • Law firm experience preferred
  • Proficiency in Microsoft Office Suite, including expert proficiency with Excel for financial analyses and modeling
34

Assistant VP of Financial Planning & Analysis Resume Examples & Samples

  • 7+ years of relevant experience
  • Bachelor's Degree in Accounting, Economics, Finance, and/or a related field
  • Financial Markets background
  • Previous experience with Budgeting/Forecasting/Planning, Financial Analysis / Reporting / Statement Preparation, and Management Reporting
  • Working knowledge of Hyperion
  • Microsoft Excel proficient (Pivot Tables; V-Look Ups; Macros)
  • MBA with Finance specializations
35

Financial Planning & Analysis Resume Examples & Samples

  • Build annual strategic and financial plans which
  • Review payroll and related expense components in detail to identify outliers and research drivers
  • Conduct root cause and executive reporting and analysis
  • Bachelor’s degree in Accounting/Finance/Economics
  • Three or more years’ experience in financial planning and forecast
  • Results oriented, strong organizational and time management skills with ability to multi-task
  • Proven proficiency in computer programs including Excel, Access and PowerPoint. Superior oral and written communication skills
36

Financial Planning & Analysis Lead Analyst Resume Examples & Samples

  • Lead FP&A processes and activities mainly supporting NAM/LATAM core Monitoring as well as global functions, including flash, variance analysis, productivity validation, investment submission, MOR , headcount tracking , expense/headcount Outlook, Live Outlook submission and budget/CCAR related deliverables
  • Support SLT monthly financial review (working with business planning leads) in the NAM/LATAM
  • Support creation and maintain SLT financial reporting on a monthly basis
  • Review Tampa client allocation methodology (during budget and monthly) and monthly charges to ensure client charges are accurate and provide variance commentary to EI billing team and LATAM finance customers
  • Ad hoc financial analyses for Global AML Ops
  • Bachelor’s degree required in Accounting, Finance or Business Administration
  • At least 7 year of relevant experience, preferably in a large complex organization with responsibilities across multiple businesses and geographies
  • Strong financial modeling skills and data management skills (pivots)
  • Detailed oriented with proven track record of high quality results
  • Client allocation experience a plus
37

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Assist with the preparation of the Budget (annual), Forecasts (Q1LE & Q3LE) – monthly and quarterly projections and strategic planning for long-term outlook for the company
  • Perform monthly/Quarterly/Annual reporting package for OPI Financials: Variance analysis vs. Budget and Prior Year, Various Sales Reports, Monthly Management Report, Monthly Business Report (Sales)
  • Prepare analysis for monthly results by cost center – commentary and reporting on large variances to budget and future expenditures and risks to Operating Income
  • Help monitor Fixed Costs (G&A) spend working closely with cost center leaders on tracking, monitoring, and providing analysis on monthly spend vs. prior year and budget
  • Preparation of financial analyses for new product development and new business initiatives, gathering data from Marketing and completing profitability analyses on new initiatives
  • Responsible for monthly Short Term Liquidity Forecast (STLF) and analysis of cashflows – working with Accounts Receivable and Accounts Payable/Purchasing to accurately forecast cash inflows and outflows and report outcome to Corporate Treasury department
  • Support Working Capital analysis: Ratios analysis/Cash flow forecasting, DSO, DOH, WAPT support and analysis
  • Assist to prepare plans of action for business development based on financial analysis
  • Implement process improvement actions in assigned areas in line with development of procedures and instruction manuals for required duties
  • Develop calendars, trackers, and sub-processes to meet objectives
  • Analyze Period Close with Accounting & Finance reporting to FP&A Manager significant variances vs. prior year and budget
  • Primary liaison between FP&A and Sales departments, supporting FP&A manager with profitability by key customers and channels
  • Work closely with Sales department Business Analyst to identify key trends in Sales (customer mix, product mix, category segmentation) and analyze risks and opportunities to current forecast
  • Provide backup support on Daily Sales reporting and summary analysis
  • Assist and Support IT/Systems with any system enhancements, implementations, current process revisions and finance applications, etc
  • Assist in SOX compliance activities and in Control –Audit activities
  • Assist on preparing ad hoc reporting packages. (Internal, external, Corporate): Segment reporting, Management Deck, MDA’s etc
  • Special projects and other duties as assigned by Management
  • 5+ years’ experience in financial analysis, cost accounting and Reporting
  • Bachelor’s Degree (Finance, Accounting, Business or related field)
  • Strong presentation and finance information packages skills
  • Effectively communicates with positions at all levels within the organization
  • Excellent organization and communication skills
  • Ability to multi-task and prioritize workload
  • Proficiency with software packages (ERP’s) and MS applications: Excel, Word, PowerPoint, etc
  • Strong cost accounting, financial planning and finance and accounting technical mix
  • Master’s Degree (Finance, Accounting, Business or related field)
  • Experience with Hyperion Planning, Scorecards and Sales Profitability Analysis
38

Head of Financial Planning & Analysis Resume Examples & Samples

  • MBA, CPA preferred; CFA a plus
  • Thought leader; Independent critical thinking with well-developed analytical abilities
  • Focus: Timeliness of reports; no defects; proactive value-added analysis; accuracy of forecasts
  • Ability to work in small teams; collaborative; self-starter; roll-up-your sleeves approach
  • Ability to achieve success in a “start-up” environment; skilled at change management
  • Excellent written & verbal communication skills; understands the audience and its needs
  • Appropriate level of experience with and understanding of industry FP&A applications
  • Self-starter – doesn’t wait to be told to improve a process, will take ownership and drive change independently
  • Ability to manage and prioritize multiple conflicting priorities
39

Director of Financial Planning & Analysis Resume Examples & Samples

  • Act as a valuable business partner and provide value added business analysis and advise to the senior leadership team, business unit leadership and FP&A teams in support of
  • Bachelor's degree in accounting or business administration
  • 10 years of progressively responsible FP&A experience for a major company or division of a large corporation
  • Experience in managing professional staff
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization
  • Highly self-motivated, quick and agile leaner
  • Ability to take ownership and responsibility to drive results
  • Can make decisions or recommendations without full or complete information
  • Must be analytical and intuitive
  • Comfortable asking questions and challenging the status quo
  • Ability to adjust to change and facilitate change
  • Build effective relationships
  • High standard of integrity and attention to details
  • Able to break down complex problems and develop solutions
40

Financial Planning & Analysis Intern Resume Examples & Samples

  • Assist with generating financial statements and preparing financial reports
  • Run firm valuation models and analyze output
  • Assist with senior management presentations and creation of monthly dashboards
  • Produce monthly operating reports and liaise with CFO’s of each of the business units
  • Help with the preparation of the annual operating plan
  • Perform ad hoc financial analysis as assigned
  • Pursuing an Accounting, Finance, or Economics undergraduate degree
  • 0 GPA or higher through tenure
  • Level of proficiency with Microsoft Office applications
  • Must be able to operate in a stressful, deadline driven environment while still maintaining a strict attention to detail and ability to prioritize issues appropriately
  • Strong problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement
  • Ability to interact with all levels of management
41

Financial Planning & Analysis Resume Examples & Samples

  • Track and monitor headcount for GMS globally, including Instagram Marketing & Sales and Ad Tech
  • Ensure key controls in headcount management are in place and enforced, interfacing with Sales Ops leaders and key stakeholders
  • Troubleshoot transfer and hire movements, maintain accurate list of position IDs (PIDs) and maintain the GMS headcount dashboard, interfacing with Finance IT, Recruiting and the cross-functional headcount project team as needed
  • Provide financial review and approvals over a high volume of purchase requisitions, headcount requisitions, internal transfers, and other transactional needs, primarily for the Global Sales Organization (GSO) and Sales Planning & Operations (SP&O)
  • Provide assistance to the Associate Finance Managers on the team to help close the month and quarter in accordance w/ the accounting processes in place
  • Help define and implement scalable financial processes related to headcount and opex
  • Build strong business partnerships with global partners
42

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Manage budgeting, forecasting, and monthly variance analysis
  • Provide trend analysis on cash flow and business initiatives
  • Oversee daily treasury activity
  • Develop analytics and measure and analyze data
  • BS in Finance or Accounting
  • Five to Seven years of experience in financial planning and analysis
  • Effectively communicate models and analysis to senior management
  • Team player, detail oriented, analytical, and organized
43

Financial Planning & Analysis Lead Analyst Resume Examples & Samples

  • Developing financial studies to evaluate Recovery strategy options and document performance results
  • Develop; Maintain and Ensure that Recovery Operations is operating with effective process controls and that these process controls have adequate Quality Review processes in place to consistently assess these process controls are being performed effectively
  • Building forecasts of future performance to help ensure accuracy of longer-term strategy views
  • Analyzing portfolio performance trends to help optimize strategy execution; Examples can include helping drive external collection vendor performance, as well as determining market strike prices for portfolio sales
  • Presenting complex (and technical) information clearly and concisely
  • Routinely interacting with Recovery senior leadership team (including Managing Director) to present performance information or findings from any assigned analytics
  • Managing large amounts of data to develop solutions
  • Providing financial oversight, leadership, and analytical support to multiple sites and functions within the North America O&T organization
  • Bachelor’s Degree, or equivalent experience, is required (Master’s Degree is preferred)
  • Experience with SAS and/or Microsoft SQL or other equivalent report writing databases is preferred
  • A minimum of 3 years’ experience in Corporate Finance is required; Experience shaping corporate strategy is preferred
  • Superior Microsoft Excel & Access skills are required
  • Demonstrated research and problem-solving skills are required
44

Director of Financial Planning & Analysis Resume Examples & Samples

  • MBA in Business or Finance
  • 10+ years’ experience (hands on and management of) in financial reporting, budgeting, revenue, P&L, planning and analysis, and strategy required
  • Worked with equivalently sized and complex budgets ($200 Million is the budget they will be handling
  • 7+ years Managing a team of financial analyst( at least 3)
  • Someone coming out of the media industry is highly preferred (doesn’t have to be nonprofit)
  • Experience being in a highly visible position with a large company(giving presentations with boards, C level execs, shareholders, etc)
  • Minimum 10 years’ experience in financial reporting, budgeting, planning and analysis, and strategy required in an equivalently sized and complex organization. Prior supervisory experience required
  • Demonstrated excellent oral and written communication skills. Ability to interact and work with staff at all levels. Ability to communicate financial and operational results to both internal and external parties. Commitment to internal client and customer service principles
  • Demonstrated ability to effectively manage direct reports, specifically directing department’s work, and attracting, motivating, evaluating, rewarding, developing and disciplining talent
  • Demonstrated understanding of sound management and supervisory principles required. Ability to effectively work with a diverse team of individuals required
  • Must remain flexible and organized in a fast paced environment. Ability to meet tight deadlines is essential. Ability to prioritize workload and handle multiple tasks
  • Knowledge of Generally Accepted Accounting Principles for budget administration and accurate forecasting, and internal controls, financial statement closes and assisting with audits for accounting operations
  • Strong influencing skills; ability to quickly establish and then maintain client and colleague relationships
  • High level of proficiency is required in using a PC and Microsoft Office software - in particular Excel, power point, and financial analytical systems, plus the ability to learn organization budgeting and financial management tools. Must be an advanced expert Excel user
  • Experience making presentations and communicating with Board and executives required
  • Complete discretion in handling of corporate strategic and personnel data required
  • A passion for providing unparalleled client service
  • High level of professionalism and outstanding business judgment
  • Desirable to have knowledge of the media industry
45

Financial Planning & Analysis Resume Examples & Samples

  • Manage the development of (and enhancements to) forecasting and challenger models and other processes used for producing the Firm’s base and stress scenario forecast projections for CCAR and DFAST
  • Develop and coordinate the production of documentation for various regulatory requirements, including all materials related to the PPNR forecasting process and results for the Firm’s CCAR and DFAST submissions
  • Develop CCAR materials for the Board of Directors and senior management in coordination and partnership with various stakeholders across the Firm
  • Manage and participate in various review, challenge and approval committees for CCAR, including the review and challenge of risk identification, scenario design and forecasts
  • Develop and maintain relationships with key regulators to effectively communicate forecasted financial information and analysis
  • Manage and interpret existing and emerging regulations and partner with business and risk functions to ensure compliance with regulatory requirements
  • Maintenance of (and enhancements to) critical financial forecasting policies and procedures, including the PPNR forecasting processes within CCAR
46

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Prepares long-term profit/loss forecasts to facilitate management review of capital appropriations, expansion strategies, etc
  • Manages development of period analysis of each functional area’s financial performance vs. budget, prior year and forecast
  • Develops and utilizes reporting focused on increasing the effectiveness, efficiency and overall value created by each functional area’s investments
  • Oversees the execution of certain weekly / monthly financial reporting
  • Oversees the Finance database and maintains integrity of financial results through accurate reporting
  • Develops and executes special projects for senior management as needs arise, including ad hoc analysis to solve business issues
  • Creates and executes financial planning and analysis including daily, weekly, and monthly by store, market and company, including comparison to budget and prior year, and benchmarking to the Company’s competition
  • Partner with management in each functional area to develop, implement and measure progress against the management agenda that aligns to the company’s strategy
  • Cross-divisionally, provides support and leads special projects requiring complex financial analysis and ROI justification
  • Performs expense analysis to effectively manage and control expenses, identify savings opportunities and implements a timing and action plan
  • Leads the corporate operating and capital budgeting process in coordination with department heads
  • Reviews budget submissions for accuracy
  • Directs and oversee the monthly process of preparing budget updates and forecasts
  • Evaluates and assists with planned systems implementations or enhancements as they relate to financial planning and analytical processes
  • Determines the tools to be used for system improvements and the overall approach to be taken. Creates alternative methods and tools for analysis and ongoing operations
  • Acts as a key player in the development and implementation of long term budgeting, planning and forecasting software initiatives
  • Stays current on industry practices and issues, assessing and communicating their potential impact on the business
  • Provides project prioritization, based on the value to the company and provides project direction, ongoing review and follow-up to senior leadership
  • Works with leadership to develop and refine key performance indicators and business metrics used to manage the company
  • Acts as liaison with executive personnel inside and outside the company while gathering information, discussing project analysis, and presenting results or recommendations
  • Provides guidance and assists in the creation of Board of Director presentation materials
  • Follows Company policies and procedures and maintain a safe work environment
47

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Manage the financial planning and forecasting process
  • Analyze and presents monthly financial performance compared to plan, forecast and the prior year performance
  • Prepare company income statement, balance sheet, cash flow, and coworker count plans and forecasts
  • Prepare and review monthly comparative financial reports, including the discussion of issues and trends, including sales, gross margin and expenses
  • Five + years Financial Planning and Analysis experience
  • Demonstrated ability to build working relationships cross-functionally
  • Successful history of building financial models
  • Proficient in Microsoft Office applications, including advanced Excel, Hyperion a plus
  • MBA, CPA preferred
48

Financial Planning & Analysis Intern Resume Examples & Samples

  • Leverage various systems/tools to compile data used in monthly close and analyses process, including BVAs and performing and key KPIs across all lines of business, and help provide timely and accurate reporting to management
  • Support Analysts on various ad-hoc analyses and projects, including cost and margin analyses
  • Drive continuous process improvements in reporting, forecasting and budgeting activities through automation, consolidation and quality improvement
  • Completion of at least two years of school at an accredited university, preferably 3 years
  • Pursuing a degree in Accounting, Finance or Economics
  • Experience using MS Excel (vlookups, pivot tables, formulas, filtering, formatting, etc.) a plus
  • Experience working in an office setting a plus
  • Willingness and ability to adapt to the rapid business and organizational changes that accompany a high-growth environment
  • Interest in the entertainment and technology industries is required
49

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Lead and analyze corporate wide budgeting including sales, margins, expenses and labor
  • Key resource in the financial modeling of forward looking financial projections
  • Develop strategic plan financial models & templates; and prepare strategic plan presentations for senior management
  • Work with department heads to create ROI projections for projects and track post expenditure performance
  • Conduct market analysis and analysis of product lines to maximize total company profitability
  • Monitor, track, and calculate key financial metrics
  • Bachelors degree in accounting or finance
  • Strong proficiency in Microsoft Excel, Access, PowerPoint
50

Financial Planning & Analysis Intern Resume Examples & Samples

  • Consolidating and summarizing platform submissions for a total business overview
  • Preparing pitches and back up material for Senior Mgmt reviews
  • Analyzing P&L versus prior periods and planned budget to identify variance drivers
  • Preparation of closing instructions; liaising with business platforms and Capital International HQ to address any queries that may arise
  • Preparation of monthly/quarterly FP&A reporting packs
  • Work on integration/process improvements projects related to systems, process and reporting simplification
  • Bachelor’s degree in business administration, finance, accounting, or economics
  • Good use of business analysis tools, such as e.g. Excel, Powerpoint, etc
  • Demonstrated ability to communicate effectively
  • Inquisitive nature and good listening skills
  • Self-starting skills - ability and interest in establishing/improving structures and processes
  • Demonstrated analytical, clear-thinking / problem solving, project management, attention to details and organizational skills
  • Prior financial analysis & reporting experience
  • User knowledge of excel, powerpoint
  • High energy & motivated, especially in a dynamic, fast-paced environment
  • Adaptable/flexible: being open to change (positive or negative) in response to new information, different or unexpected circumstances, working in ambiguous situations
  • Strong team orientation with the ability to work successfully in a cross-functional environment
  • Intellectual curiosity and appetite to drive continuous improvement
51

Financial Planning & Analysis Resume Examples & Samples

  • Finance lead working with a cross functional/profit center finance team along with the Senior Executives that are leading these initiatives
  • Accountable for the financial reporting and analysis of the results
  • Responsible for the multi-year financial plan and quarterly forecasting process
  • Communicate the results of these plans & forecasts directly to executive management and provide insights to facilitate strategic decision making
  • Lead the preparation of internal management reporting documents for presentation to senior management
  • IT Finance experience and understanding
  • Strategic thinking skills and ability to influence key decisions
  • Business case development experience
  • Strong analytical skills with the ability to connect the drivers to the financial impact and summarize the analysis appropriately based on the audience
  • Executive presence and experience dealing with Senior business leaders
  • Knowledge of Prudentials expense reporting & forecasting process and associated reporting tools a plus
  • Experience in creating senior level financial presentation PowerPoint decks
52

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Support of month end close process as well as associated monthly, quarterly, and annual reporting requirements
  • Partnering with business unit to provide timely data, analysis, and identification of potential operating issues or opportunities, developing cross functional teams, recommending solutions, and adapting financial processes to help drive performance improvement
  • Determines and implements cost accounting procedures and methods, control procedures, and accounting systems to support business needs
  • Partnership role in developing, analyzing, and submitting annual plan, monthly forecasts, and submission of monthly and quarterly results
53

Financial Planning & Analysis Director Resume Examples & Samples

  • 1) NBCUI FP&A -
  • Support VP FP&A on a variety of matters across NBCU international (Theatrical / Home Entertainment / TV Distribution / TV Studios / TV Channels / Theme Parks / CNBC / Telemundo and Corporate) including but not limited to
  • Working closely with International Corporate FP&A Director to ensure consistency across finance team and understand key variances and pressure points to budget targets
  • Partnering International Corporate FP&A Director as required to maximise cost-base efficiency and improve the financial reporting obligations of the corporate department, by
  • Finance professional with 5+ years of PQE
  • Able to demonstrate commercial finance / FP&A experience in an international matrix organisation
  • Comfortable working with a mixed and changing portfolio of projects and tasks
  • Ability to manage and develop indirect staff
  • Excellent English (written and spoken) language
  • Strong PC skills - SAP experience with advanced Excel and PowerPoint skills
54

Financial Planning & Analysis Resume Examples & Samples

  • Prepares and supports balance sheet and profit and loss statements with appropriate journal entries, account reconciliations and other ad hoc reports
  • Assists with audit requests as required
  • Interface with Interiors leadership
  • Ad hoc projects, which offer an opportunity to further grow and develop
  • Quality
55

Director of Financial Planning & Analysis Resume Examples & Samples

  • Act as a valuable business partner and provide value added business analysis and advise to the Financial Services leadership team and business unit leadership in support of
  • Operational and functional decision making and planning
  • Commitments to the public and our board of directors
  • Process improvement and efficiency projects
  • Responsible for developing, deploying, maintaining and coordinating
  • Internal management reporting
  • Monthly and periodic operating reviews
  • Annual budget and forecast process
  • Strategic plan modeling and process
  • Investment models for mergers and acquisitions, including post acquisition performance analysis
  • Capital budgeting process
  • Purchase accounting functions, including preparation of deal summaries, valuation and testing of intangibles and 141R liabilities and earn-out calculations
  • Must be able to interpret, synthesize and analyze financials, metrics and other data, arrive at supportable conclusions and recommendations and present to all levels of the organization, formally and informally, at the appropriate level of the audience
  • Go-to for ad hoc reporting and analysis requests
  • Maintain a strong knowledge of our planning and other operational systems and work with the Senior Manager of Financial Systems to develop and deploy systems and processes in support of key FP&A responsibilities company-wide
  • Provide technical advice and knowledge to others within the department
  • Manage direct reports and provide staff development and succession planning
  • 10 years of progressively responsible FP&A experience for a large, national or regional accounting firm or accounting division of a large corporation
  • Travel up to 20%
56

Manager of Financial Planning & Analysis Resume Examples & Samples

  • CPA / MBA preferred
  • 5 + years of experience in an accounting environment with multiple sites
  • Excellent reporting and analysis capability in Excel
  • Strong communication skills both written and oral, detail oriented
57

Financial Planning & Analysis Resume Examples & Samples

  • Coordinate the end to end processes for key deliverables such as DFAST, ICAAP, RRP, and the annual Strategic Plan
  • Establish project management activities around all regulatory submissions including managing action plans, enhancing the governance and controls around processes as well as improving model assumptions, inputs, and narratives, etc
  • Coordinate with various teams across the firm including but not limited to Bank businesses, Treasury, Risk, COO teams, Corporate FP&A teams, Product Control, etc
  • Develop key analysis and metrics for decision making for senior management and regulators
  • Develop automation to enhance forecasting and stress testing processes
  • 5+ years financial services experience
  • Strong analytical and project management skills required
58

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Support reporting and planning for Capital UK – includes building reporting and planning consolidation files, co-ordinating planning process with HQ FP&A and Pricing teams, owning month-end reporting and analysis versus plan & weekly forecasts
  • Support statutory forecasts and stress tests for regulators
  • Support Net Income reporting & planning across Capital UK including short range forecast. Work with HQ FP&A team
  • Responsible for escalating items & issues that are outside delegation
  • Team worker and ability to work across various functions to deliver on key goals
  • Execution & meeting deadlines of key reporting dates
  • Accuracy of analysis
  • Commitment to regulatory focused Goals and Objectives for self and for direct reports
  • Demonstrated awareness of the Integrity Spirit & Letter Policies, Local Handbooks and procedures and associated regulatory behaviours
  • Manages breaches of compliant behaviours/Spirit and Letter/regulation through appropriate channels and in accordance with local policy
  • 100% Completion of all regulatory CBT and classroom training
  • Compliance with Capital UK Policies and Procedures
  • Ensures 100% completion of all employee regulatory training
59

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Bachelor's degree in Accounting or Finance
  • 7 + years of experience in financial planning and analysis
  • Superior Excel skills
60

Director of Financial Planning & Analysis Resume Examples & Samples

  • Starting up to date with newest accounting standards (GAAP/SEC)
  • Budgeting and forecasting for clinical studies
  • Implantation of policies and procedures
  • Supervising/hiring staff and training
  • Perform ad hoc and other special projects
  • Provide strategic financial analysis to support decision making
  • Develop financial models in support of study cost forecasts used to assess the business case’s in support of new studies
  • 7-10 years in financial accounting experience
  • Solid experience with FP&A with clinical studies/trials
  • Pharmaceutical or biopharmaceutical experience
  • Experience with external reporting
  • Excellent written and oral communications skills, including the ability to work collaboratively and build strong relationships across the organization
61

Director of Financial Planning & Analysis Resume Examples & Samples

  • Staying up to date with newest accounting standards (GAAP/SEC)
  • 7-10 years in finance experience
  • Pharmaceutical or bio-pharmaceutical experience
  • Self starter and able to make strategic decisions
  • Bachelor Degree/MBA/CPA preferred
62

Financial Planning & Analysis Lead Analyst Resume Examples & Samples

  • Provide TTS senior management with analysis and insight into TTS’s financial results to help facilitate decision making and to drive performance across the TTS Cash products, on both an internal management basis and an external reporting basis, by working closely with the TTS cash businesses and global/regional P&A teams
  • Coordinate TTS Outlook process with TTS product and regional P&A teams and analyze changes in revenues, expenses, headcount, Cost of Credit
  • Calculate and analyze product profitability metrics, with special focus on capital returns and efficiency ratios
  • Participate in the TTS CCAR process, required to predict three years of financial results based on different economic scenarios, including various stress tests on the business
  • Interaction with all levels of individuals from different areas in the organization including finance, support functions and the product areas
  • Involvement with the regional TTS finance teams in support of the budgeting process including goal setting, growth projections, variance analysis and coordination on meeting corporate deadlines
  • Participation in special projects and ad hoc analyses to address current issues impacting the company, including issue investigation and pro-forma financial analysis of potential business and finance actions
  • Bachelor’s degree in Finance, Accounting or related business degree required
  • 5-7+ years of experience required in a related financial analysis and planning role supporting a high demand business unit
  • Ability to synthesize data and issues effectively for senior management, as well as the ability to involve other individuals and organizations when relevant; must have experience developing important presentation materials (advanced PowerPoint & Excel skills)
  • Articulate with a high level of intellectual rigor and integrity
  • Project management skills, ability to coordinate complex initiatives
63

Financial Planning & Analysis Senior Manager Resume Examples & Samples

  • Provide CCAR oversight for TTS: Track timeline, calendars, actions, and issues. Communicate calendar and action items to all stakeholders including business, regional finance, and product finance representatives. Ensure efficient distribution of all communications provided by central teams
  • Engage TTS business representatives, year-round, on CCAR Fee Revenue modelling, model output review, and management adjustments. All business engagement and adjustment rationale must be documented in line with centrally developed standards
  • Coordinate TTS Fee Revenue models for CCAR. This includes working with the central CCAR team and TTS business representation to gather relevant data, establish modelling guidance for each business, and develop and agree on models
  • Ensure systems utilized for CCAR include the proper setups and data
  • Partner with ICG Treasury and LMS finance to review and analyze IRE (interest rate exposure) and EVS (economic value sensitivity)
  • Maintain process for evaluating model outputs with business representation and agreeing management adjustments to model outputs
  • Build and present material for various reviews: Model Development, Model Output Review, Aggregated CCAR results presentations
  • Oversee TTS budget process, which includes managing the process for TTS regional budget submission and presentation, target setting, and development of TTS global budget presentation
  • Strategically focused project lead: past projects have included Client Returns Analysis, which sought to evaluate specific client value based on Asset and Basel III returns, and ICG Stranded Cost Analysis, which sought to identify costs that would remain after exit businesses were eliminated, so that Citi can target savings initiatives against them
  • Manage a team of two
  • Bachelor’s degree plus 10 years of Financial Services or other relevant work experience
64

Manager of Financial Planning & Analysis Resume Examples & Samples

  • At least 5 years of related professional experience
  • Demonstrate excellence in managing finance, accounting, budgeting, control and reporting
  • Detailed knowledge and understanding of financial statements and their relationships
  • Demonstrate experience in financial modeling (integrated income statement, balance sheet and cash flow)
  • Ability to read, analyze, and interpret financial reports and legal documents
65

Manager of Financial Planning & Analysis Resume Examples & Samples

  • 5+ years of private accounting experience
  • Exceptional financial planning and analysis, financial modeling, and discounted cash flow knowledge
  • Ability to delegate
66

Director of Financial Planning & Analysis Resume Examples & Samples

  • 7 years of experience which can be comprised of a mix of relevant experience
  • Bachelor's in Finance or Accounting or equivalent discipline
  • Excellent analytical, financial modeling and presentation skills with the ability to analyze raw data, draw conclusions, and develop actionable recommendations
  • Demonstrated skills as a power user of business analytics and FP&A support tools, such as Hyperion Essbase
  • Ability to understand credit agreements
  • Strong written and verbal communication skills with ability to interact well with senior management and communicate effectively in meetings
  • Team player who understands the importance of the role as a key support function to the operating team
  • Investment Banking experience
67

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Bachelor's Degree in Finance
  • 4 years’ experience in Finance or Accounting with a focus on budgeting and forecasting
  • Strong knowledge of financial reporting and disclosure requirements
  • Proficient in using business integrated systems, Mac systems, Microsoft Excel, Word and PowerPoint
  • Highly analytical and skilled in identifying problem causes and effectively interpreting results of root cause analysis
  • Ability to work effectively as team leader and a team player who is flexible in developing and adapting new processes
  • Strong verbal communication skills with ability to interact well with senior management
  • Ability to work under pressure and within short time constraints in a complex system and business integrated environment
  • Knowledge of MAS500 and Hyperion (Essbase)
  • International experience
68

Financial Planning & Analysis Resume Examples & Samples

  • Budget and forecast around trends for sales
  • Financial modelling
  • Improving the forecasting process
  • Business partnering with senior management from various departments
69

Financial Planning & Analysis Group Manager Resume Examples & Samples

  • The individual must have the ability to work across all the Global Cards businesses in 22 markets to help integrate the management results for both internal and external purposes
  • The FP&A Group Manager helps organize the businesses with all re-engineering activities and enhancements to the FP&A efforts across businesses and regions
  • The person works closely with the businesses, controllers, tax, accounting policy, HR, O&T and regulatory solutions in order to better articulate the results and projections
  • The ability to understand and articulate complex financial activities to all levels of senior management is critical
  • The individual and the team are important support for the Global Cards CFO and CEO
  • The position requires strong partnership skills to work with others across the organization to help influence senior management decisions
  • The individual should have a track record of building and maintaining a high performing critical team of motivated professionals
  • Manage a team of 5 on shore plus 5 COE people
  • Oversight of all Competitor Analytics
  • Budgeting and Forecasting across all businesses and regions
  • Leads detailed analytics on Expenses, run-rates, headcount, trends, product returns, and other metrics
  • Excellent global team leadership and partnership skills
  • Excellent people leader
  • Ability to influence in a heavily matrixed organization
  • Proven operational and financial leadership with ability to drive results
  • Strong analytics and strategic thinking
  • Strong background in Financial Planning and Business Analytics
  • MBA preferred and a minimum of or 12-15 years in finance management roles
70

Financial Planning & Analysis Resume Examples & Samples

  • Data Gathering – Assist in gathering product information by season, by year within different product divisions, categories and across all regions. Will work with the Director of Finance on analyzing and reporting this data to key decision makers within the organization. Will play a critical role in analyzing causes on unexpected variances, present findings. To include additional analysis on sku analysis, season comparisons, minimum order requirements, analyzing go in margins and understanding the impact on realized margins. Understanding processes within the product creation teams
  • Annual Plan – Assist the Director of Finance in the development and implementation of the annual/seasonal go in margin plans by region, division, and category, fully aligning to sales plans
  • Projects / Analysis – Play a key role in providing business managers, and the executive team timely and accurate information upon request. Will contribute to the workload by taking on projects and seeing them through to completion
  • Merchandising Liaison –Will work as a liaison between management and the product creation teams. Duties will include various problem solving functions as well as requests for information. Key role in helping drive margin improvements
  • Other Duties As Assigned – Assist in fulfilling tasks related to the Finance department, working as a team to achieve department and company objectives. Other duties may be assigned in accordance with company needs
  • 3 – 5 years of experience in planning or industry analysis preferred
  • Bachelor’s degree in Finance, Accounting, Economics, Management or related field preferred
  • Proficient with Excel.Must be able to organize data, utilize tables and pivot tables, and write fairly complex formulas.Must be able to design professional reports, and report findings in a clear and concise manner
  • Knowledge of industry metrics such as sales, gross margin, markdowns, sell-through, inventory, etc
  • Has a proactive and constructive style of engagement with executive business partners to earn credibility as a finance partner who adds value and helps drive business results
71

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Oversee aspects of select CBS actual, budget, and forecast reporting
  • 2+ years of experience in a financial planning and reporting environment
  • Public company, Cognos and Oracle Enterprise Performance Management system experience
72

Director of Financial Planning & Analysis Resume Examples & Samples

  • Undergraduate Degree in Accounting or Finance or a related business discipline
  • 15+ years of work experience in finance or related discipline, preferably in an operations oriented environment
  • 10+ years of work experience in the Global pharmaceutical industry, primarily in support of Research and Development operations
  • Strong PC skills, including MS Office Products
  • Experience using Hyperion, Essbase/Smartview and Oracle products
  • Ability to multitask
  • MBA from a nationally accredited college or university
  • Public Accounting experience
73

Director of Financial Planning & Analysis Resume Examples & Samples

  • Analyzing and comparing monthly and quarterly financial results, metrics and key performance indicators against plan and other internal benchmarks, including guarantees, food, labor, working capital and cash flow analysis
  • Preparing and reviewing monthly and quarterly financial projections
  • Preparing quarterly reports including the preparation and coordination of the quarterly Operating Review
  • Developing financial models to determine the economic feasibility of proposed projects or investments
  • Liaison to RFDs and other region personnel to monitor and analyze business performance
  • Managing a team of analysts
  • The successful candidate will have a Bachelor’s degree in Accounting/Finance. CPA or MBA strongly preferred
  • 10+ years of progressively responsible finance and accounting experience is required
  • Position requires demonstrated experience at the Director level in a finance or accounting capacity
  • The ability to effectively use deliberate influence strategies to impact, shape, or re-direct the behaviors of others, without formal authority
  • Demonstrated excellence in written and verbal communication skills
74

Financial Planning & Analysis Intern Resume Examples & Samples

  • Work across multiple teams to understand revenue and cost assumptions across several different products
  • Build robust financial model projecting near-term and long-term profitability, incorporating sensitivity and scenario analysis
  • Present findings to key members of the team, so key decisions can be made
  • Support ad-hoc analysis to help understand other key business drivers
  • Strong analytical and problem solving skills with proven ability to organize and analyze data
  • Excellent modeling skills with advanced knowledge of MS Excel and MS Powerpoint
  • Strong verbal and written communication, able to take complex information and present key takeaways
  • Currently enrolled in MBA program
75

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Calculating and analyzing contract estimates at completion (EACs) for multiple fixed revenue contracts on the V2500, PW4000, PW2000, and GTF engine portfolios
  • Prepare and present all financial analysis related to the contract EACs to P&W Executive leadership and external auditors
  • Prepare and present all financial analysis related to specific customer proposals and contract restructuring activities
  • Coordinate all monthly, quarterly, and annual closing activities including the consolidation and submission of actual financial results for the entire portfolio of fixed revenue contracts
  • Coordinate all MML and OMM planning activities for P&W Engine Services including the consolidation, submission, and presentation of all short and long term forecasts
76

Financial Planning & Analysis Resume Examples & Samples

  • Good financial analysis and management reporting background having 5-8 years of prior work experience
  • Interest in business and economic environment
  • Time management & organizational skills
  • Flexibility – able to react quickly to changing priorities and timelines
  • Incumbent should be willing to work as an Individual Contributor and / or manage a small sized team
  • Drive various Process efficiencies through standardization and re-engineering of activities
  • Result Oriented
77

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Bachelors in accounting or finance with Masters Degree or CPA
  • Big 4 public accounting experience is a plus
  • 5+ years of experience with at least 2 in an analytical role
  • Financial modeling skills with Excel, Hyperion, FRx or like programs
  • Ability to communicate effectively with all levels of an organiztaion
  • Ability to conduct business presentations to a group
78

Director of Financial Planning & Analysis Resume Examples & Samples

  • 8-10 years of finance experience with progressively increasing responsibility
  • Bachelor's degree required; MBA or advanced degree preferred
  • Advanced level of Excel, Word, Outlook and PowerPoint required
  • Additional experience with a complex financial system (e.g., Oracle) is beneficial but not required​
79

Financial Planning & Analysis Lead Analyst Resume Examples & Samples

  • Bachelor degree of equivalent, finance/accounting background preferable
  • 7/10 years of working experience, preferably in a finance for technology environment
  • Fluent in office application, especially Excel and PowerPoint
  • Good interpersonal skills and communication skills
  • Ability to lead and coordinate
80

Financial Planning & Analysis Resume Examples & Samples

  • Review of European Finance teams cost centre and variance reporting to CFO
  • Analysis for Senior Executives, CFO and department heads
  • Preparation and presentation of quarterly cost variance analysis to budget holders
  • Preparation of rolling quarterly rolling forecasts by Profit/Cost centres
  • Key relationship between European Finance team
  • Preparation of quarterly financial Board papers
  • Preparation of annual budgets by Profit/Cost centres and legal entities
  • Preparations of quarterly consolidated European management pack
  • Preparation of monthly consolidated European expense reporting
  • Using Excel formulas and functions to improve efficiencies within the finance team
  • Ad-hoc project work
  • Degree educated with a recognised accounting qualification - ACA, ACCA or CIMA (2+years PQE)
  • Strong background in financial planning, budgeting, management reporting, and analysis
  • Excellent Excel / I.T. skills (Experience working on large data sets in a structured manner)
  • Detail and solution orientated
  • Previous experience working in a large corporate environment
  • Experience business partnering and working with senior professionals
  • Experience working within a financial services environment
81

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Monthly P&L Management: continually review and utilize monthly P&L’s and work closely with Regional Operations Directors and administrative pyramid heads (VP level and above)
  • Semi-Monthly Forecast Process: work with budget owners to roll-up division forecast while accurately communicating variances
  • Planning Process: develop and manage expense plans based on LRP profit targets while working closely with all administrative functional areas and stores
82

Financial Planning & Analysis Resume Examples & Samples

  • Chartered Accountant or MBA – Finance with at least 10 years of FP&A experience
  • Should have worked in a senior role with a Banking COE
  • Good financial analysis and management reporting background
  • Should have managed large analytical teams
  • Ability to effective communication
  • Ability to learn and shows desire to develop and improve by challenging status quo
83

Financial Planning & Analysis Intern Resume Examples & Samples

  • Intermediate to advanced understanding of accounting and other financial principles
  • Detail oriented, proficient in reviewing work prior to submission and able to manage multiple requests for various departments
  • Working knowledge of Excel and an interest in learning new financial systems such as COGNOS
  • Self-motivated, eager to learn with a positive attitude
  • Positive attitude and a solution oriented point of view
84

Financial Planning & Analysis Resume Examples & Samples

  • Monthly, quarterly, and annual budgeting/forecasting for several managers
  • KPI's to determine trends in business
  • Suggestions on strategy from a financial perspective
  • Develop financial models and reports for business metrics
  • Capital project analysis
  • Pricing analytics for key customer sets
  • Business presentations
  • Special pojects/adhoc reports for CFO
  • 4+ years of financial analysis experience
85

Director of Financial Planning & Analysis Resume Examples & Samples

  • BA/BS required; MBA preferred
  • 7+ years of work experience in a similar analytical role; public company experience preferred
  • Proven qualitative and quantitative financial skills including business case modeling
  • Demonstrated understanding of financials and budgeting processes
  • Ability to drive results and strike the optimal balance between the details and the broader view
  • Works well in a fast-paced team environment with an appetite for challenge; experience with navigating a matrix environment a plus
  • Hyperion/HFM experience a plus
86

Director of Financial Planning & Analysis Resume Examples & Samples

  • Act as a business partner to the Senior Vice President of Marketing and his leadership team on all marketing-related issues that define the relationship between zulily and their customer base including customer acquisition, customer behavior and competitive shopping trends
  • Provide strong business partnership and finance leadership to the Marketing leadership team to support sound business decisions for marketing spend and strategy
  • Leverage strong understanding of the zulily business to build out accurate next-quarter and long-term forecasting for the marketing organization
  • Must be a very data and detailed oriented individual with a proven track record of success in understand short-term, mid-term and long-term customer trends and how they will impact the business overtime
  • Develop key financial metrics and deliver high quality analytical support for Marketing-related strategic initiatives, projects, proposals, and other business development
  • Create ad hoc reporting and analyses to evaluate effectiveness (ROI etc.) of marketing programs and the allocation and prioritization of marketing spend across channels
  • Demonstrate a solid understanding of subscription business model (CAC/Customer Acquisition Costs, Churn etc.) and apply that knowledge to create accurate forecasting models for marketing spend
  • Develop deep understanding of the online ecommerce customer behavior and translating that profile into enhancing financial performance
  • Earn respect from peers, subordinates, and superiors as a business part for integrity, business ethics, and the ability to set a standard for leadership for others
  • Leadership experience in an international public company working with $100M+ budgets in a fast-paced, high-growth, environment, with a strong understanding of marketing and retail ecommerce
  • Demonstrated ability for independent and objective thinking to properly evaluate, communicate, educate, influence and gain cooperation in reaching consensus, decisions, and action
  • Exceptional leader with track record of hiring and developing high-performing teams in an organization undergoing high levels of change
  • Adept at asking thought-provoking questions and challenging the status quo in order to drive business results
  • Ability to provide strong cross-functional leadership and collaboration with business leaders at all levels
  • Bachelor’s degree in Marketing, or related field required
87

Director of Financial Planning & Analysis Resume Examples & Samples

  • Act as a business partner to the Chief Operating Officer and his leadership team on all operations-related issues that define the operating efficiency of the company including fulfillment and distribution center operations, transportation, call centers, studio operations and supply chain capabilities
  • Provide strong business partnership and finance leadership to the Operations leadership team to support sound business decisions for operations spend and strategy
  • Establish effective ROI models through a deep understanding and experience with high-volume operations and fulfillment centers
  • Leverage FC/DC (Fulfillment or Distribution Centers) finance operations background to support continued business growth, and work closely with plant controllers to develop and support day to day FC/DC processes and procedures
  • Utilize strong understanding of the zulily business to build out accurate next-quarter and long-term forecasting for the operations organization
  • Develop key financial metrics and perform high quality cost analyses in fulfillment centers to drive improved CPU (Cost Per Unit) efficiencies, as well as other Operations strategic initiatives and projects
  • Act as a thought leader to the business partner, and give insightful recommendations on how to drive increased efficiencies and cost savings
  • Work effectively with all company operations support functions to leverage costs and drive profitability for the company
  • Identify gaps, trends and opportunities within the operations side of the business and recommendations for course corrections as necessary
  • Leadership experience in a fast-paced and high-growth environment, with a strong understanding of all areas of operations, including fulfillment centers, supply chain, and transportation
  • Deep understanding of both the financial and business perspective in forecasting and tracking operations spend and results
  • Very detailed-oriented professional with a desire to dig into to the details to understand data and business trends
  • Bachelor’s degree in Finance, Accounting, or related field required
  • MBA and CPA are a plus, but not required
88

Financial Planning & Analysis Senior Manager Resume Examples & Samples

  • Support one of the Group Managers in covering multiple Global Function areas
  • Manage a team of junior resources on- and off-shore
  • Build strong relationship with the clients of the covered Functions by delivering value-add financial analysis
  • Partner with Functions to manage the financials and present results
  • Support the Group Manager in developing materials for senior management
  • Provide forward-looking view and proactively engage clients in discussion of gap analysis and identified levers to close gaps
  • Communicate any issues early and identify potential solutions
  • Recommend process improvements and assist in implementation
  • Participate in strategy and re-engineering discussions - in addition to basic finance responsibilities
  • Over 8 years of related experience
  • Proven track record of building strong client relationships
  • Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner
  • Ability to manage and prioritize effectively and resolve conflicting priorities
89

Financial Planning & Analysis Analyst Resume Examples & Samples

  • AMNS Financial Plan Setting
  • Monthly Sales/COS/Margin Forecasting
  • Detailed Variance Analysis
  • Inventory/Risks/Opps/Orders/Deliveries tracking
  • CDRL Reporting (CPR, Term Liability)
  • Contract EAC analysis
  • Proposal/ROM/NTE support and Negotiations
  • Billing/Accounts receivable reconciliations
  • Teaming closely with Program Office, Contracts, IMS, and Pricing departments
  • Regular interaction with external customers (minimal travel requirements – 5-10%)
90

Financial Planning & Analysis Resume Examples & Samples

  • Develop and provide reporting and analysis on the performance of the different regions, sub-businesses, countries and products
  • Understand key operating profit drivers and working with business management to optimize growth initiatives
  • Participating and/or leading projects including financial modeling and ad hoc analysis
  • Proactively look for opportunities to optimize the current reporting and develop new approaches to assess the health of the business
  • Participate in global projects to implement new and improved technology solutions for reporting and analysis
  • Create a cohesive story around results and present data in a clear and concise manner
  • Communicate results to senior management
  • Experience with financial markets, working knowledge of the asset management and/or financial services industry, preferred
  • Demonstrable problem-solving, quantitative, and analytical skills; strategic and creative thinking
  • History of effective multi-tasking, expectation setting, escalation of issues, where appropriate
  • Advanced Excel and PowerPoint
  • Experience multi-dimensional analytical tool skills is very helpful but not essential
  • Strong academics including bachelor’s degree in a numeric discipline
  • Qualified accountant preferred but not essential
  • Ability to develop a deep understanding of the business and its key drivers
  • Ability to deliver in fast paced environment with tight deadlines and multiple demands
  • Ability to develop executive level presentation
  • Able to work effectively at all levels of an organization and build strong relationships with team members, managers, and senior executives in multiple locations
  • 'Can-do' attitude - willing to contribute at all levels in a small but high performing team environment
  • Strong financial acumen and ability to think quickly
  • Https://www.blackrock.com/corporate/en-br/careers/job-search/india
91

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Lead a high performing FP&A team responsible for forecasting, reporting, and a wide range of decision support analysis
  • Support the annual budgeting process and monthly forecast updates for the Broadcasting group. This includes independently analyzing financials as well as working with department heads to explain, review, and finalize all projections
  • Leverage new systems to automate the compilation and distribution of financial results and coordinate the budget/forecast process
  • Prepare ad hoc financial models and analyses of business investment opportunities. Communicate results and recommendations to senior management
  • Participate in and lead projects to drive operational efficiencies
  • Support Corporate Development team with financial modeling and analysis
  • Develop a thorough understanding of Tribune Broadcasting operations to support aforementioned responsibilities
92

Financial Planning & Analysis Assistant Manager Resume Examples & Samples

  • Supervises allocation of support and overhead expenses to all business units
  • Supervises the development and maintenance of capital expenditure and salary planning templates that are integrated with the annual budgeting process
  • Leads or participates in system implementation and process improvement projects; e.g. implementation of planning and cost allocation modules of Oracle’s System 9 product (essbase)
  • Ten years +
  • Compose letters/memos
  • Research information
  • Personal computer skills (good knowledge of Excel, Word, Powerpoint)
93

Financial Planning & Analysis Intern Resume Examples & Samples

  • Experience using MS Excel (vlookups, pivot tables, formulas, filtering, formatting, etc.)
  • Experience working in an office setting
  • Organized and detail oriented
  • Exceptional verbal and written communication, presentation and interpersonal skills
  • Ability to handle multiple projects simultaneously and work with deadlines
  • Interest in the entertainment and technology industries
  • Enrolled in or recently graduated from an undergraduate program studying finance, accounting, economics or related
  • Juniors and seniors preferred
94

Director of Financial Planning & Analysis Resume Examples & Samples

  • Develop and prepare annual budget. Assist in setting annual budget targets, lead the business units and corporate divisions through the process and prepare the annual financial budget for presentation to executive management
  • Maintain monthly financial forecasting model including risks/opportunities and cash flow. Support decision making by identifying necessary actionable steps in response to key variances
  • Monitor business unit and cost center adherence to approved budget and perform variance analysis
  • Improve operating teams’ understanding of financial statements with thoughtful and transparent analysis. Collaborate with the operating team and provide fact-based recommendations which improve profitability, operating efficiency and effectiveness
  • Assist in the maintenance of Hyperion Essbase and development with changing business needs
  • Monitor bank covenant and maintain quarterly reporting requirement
  • Minimum seven (7) years of experience which can be comprised of a mix of relevant experience
  • Bachelors in Finance or Accounting or equivalent discipline a must
  • MBA/CPA preferred. Investment Banking experiences a plus
  • Must possess excellent analytical, financial modeling and presentation skills with the ability to analyze raw data, draw conclusions, and develop actionable recommendations
  • Demonstrated skills as a power user of business analytics and FP&A support tools such as Hyperion Essbase
  • Possess ability to understand credit agreements
  • Must be a team player who understands the importance of the role as a key support function to the operating team
  • Ability and desire to roll up sleeves and be hands on in an entrepreneurial fast-paced environment
95

Financial Planning & Analysis Accountant Resume Examples & Samples

  • Lead the consolidation and analysis of the financial budget plan across the reporting units
  • Lead consolidation and analysis of the Divisional R&D actuals, forecast and budget data
  • Perform monthly actual analysis including variance analysis and hour rates
96

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Lead the consolidation and reporting of the Aftermarket Operations financials, which includes in-depth understanding of the global procurement and material logistics costs, as well as royalty income and expenses
  • Work closely with the Aftermarket Operations Purchasing GM and direct reports to align our financial forecast to their latest estimates/commitments
  • Report on the O&R monthly financial results and MML forecast to the Group FP&A during Month End closing meetings
  • Support the consolidation and submission of the Aftermarket P&L for O&R, which includes in-depth understanding of external sales, margin, and engine shipments
  • Financial budgeting and analysis including OMM forecasts
  • Coordination of month end reporting and MML including oversight of entity rollup in HFM
  • Assist FP&A team for quarterly Earnings Release preparation, including explanation of all financial variances for both profit & loss and balance sheet
  • Support the organization with all cost center transformation efforts, including the development and implementation of new tools and reports to drive cost reduction in the Global Procurement department(s)
  • Develop and standardize Aftermarket Procurement cost, labor, and productivity metrics, ensuring they are aligned to the metrics used across the O&R network
  • Enhance the use of IT tools across the organization, including the development and management of Business Warehouse queries and reporting
  • Partnering with Engine Services to analyze engine center invoices and develop cost reporting to monitor margin expansion
  • Assist Group Strategy and Development with business cases and financial analysis, as requested
  • Assume a leadership role in networking closely with the business units and support functions while provide financial support on cost reduction projects, business cases and ad hoc financial analysis
  • Assist the VP of Aftermarket Operations, Global Purchasing GM, and Finance Director with ad hoc presentations and financial analysis, when required
97

Financial Planning & Analysis Senior Manager Resume Examples & Samples

  • Lead team of 4+ analysts, including managing day-to-day work, coaching, goal setting, and periodic performance evaluations
  • Forecasting/Planning – Responsible for planning process and coordination amongst both Finance team members and other business functions to translate growth initiatives and program trends into forward looking financial plans. Ensures all corporate reporting deadlines are met. Manage preparation of monthly updates for expected current quarter performance
  • Treasury Oversight for Retail Services - position is responsible for significant interaction with Treasury team, forecast and detailed variance reporting of funding cost for Total Retail Services to the CFO of the business and Total Portfolio balance sheet forecasting
  • Presentation and Communication - Prepares presentations encompassing multiple aspects of partner relationships including annual plan, forecasts and monthly results. Presents financial projections and results to key members of the finance and business team
  • Analysis – Provides thought leadership around ad hoc analytics; using multiple sources of data to frame key trends for management and identify business opportunities and risks, including presentation of analysis to finance stakeholders and partner management team. Performs detailed causal variance analysis on financial results and metrics
  • Internal Control/Process Management – Ensures accuracy and timeliness of calculation of payments between Partner and Citi. Drive process improvements and develop streamlined reporting processes based on internal and partner business needs and contractual reporting requirements
  • Ad-hoc support of broader FP&A objectives and deliverables as required
  • 8+ years prior forecasting/planning or financial analysis experience preferably within Financial Services
  • Strong working knowledge of Excel; Essbase/Hyperion or MicroStategy knowledge preferred
  • Written and verbal communication skills – role is required to be able to present key themes in a concise manner to business senior management
98

Manager of Financial Planning & Analysis Resume Examples & Samples

  • BA/BS degree in Accounting or Finance
  • 5+ years of progressive accounting/financial analysis experience in a healthcare setting. CPA or Big Four public accounting experience helpful
  • Advanced proficiency in Excel techniques
  • Knowledge of multi-dimensional relational databases with respect to forecast/budgeting or reporting tools (i.e. Hyperion, F9, Adaptive Planning)
99

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Provide customer invoices, estimates and quotes on schedule
  • Meet internal metrics on prompt invoicing
  • Insure accuracy of Sales Order material and labor charges
  • Analyze monthly Sales and COGS on Shipments
  • Close sales orders after final invoice
  • Reconcile Customer accounts with CEC accounts receivable
  • Apply provisions of Customer contracts to the invoice
  • Meet customer metrics on invoice timeliness and accuracy
  • Apply ACE tools to insure continuous improvement
100

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Responsible for all planning functions including preparation of the annual budget and long range planning and updates to budget
  • Develop, track and analyze key metrics to understand the business drivers
  • Prepare monthly dashboards of key metrics and do sensitivity analysis
  • Work with various software applications, spreadsheets and databases to assemble, create and/or format data and financial reports including actual vs budget and key performance metrics
  • Provide additional analysis as required to support business decisions
  • BS degree in Economics or Finance. MBA preferred
  • Minimum 4-6 years of experience in financial planning and analysis
  • Practical knowledge of budgeting and planning software and coordination of financial plans with accounting reports
  • Strong, demonstrated analytical and problem-solving skills
  • Must be proficient in Excel
  • Knowledge of ecommerce and high volume transactions helpful
  • Ability to work independently with strong interpersonal skills and be a team player
101

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Monitor and manage the full-scope of financial activities for Business Units 320, 330, 340
  • Provide proactive financial analysis, advice and recommendations to the Operations and Finance management teams
  • Ensure financial and control functions are integrated to optimize cost reduction, satisfy requirements, and safeguard assets
  • Create cost monitoring and cost control techniques to ensure the achievement of financial goals and objectives
  • Drive cost reduction by managing the cost of parts, controlling overhead expenses, driving productivity and managing balance sheet items
  • Support the overall monthly closing / MML Forecast activities and report on financial performance versus established targets and objectives, with a major focus on part cost performance
  • Develop annual plans (OMM2/OMM3) and frequent forecasts for staffing, shop load, inventory, and operating expenses to keep operating management focused on financial objectives
  • Prepare and present presentations to align Senior Operations and Financial Leadership with our performance
  • Achieve ACE Gold certification level and participate in continuous improvement activities and initiatives throughout the organization
  • Perform ad hoc analysis and take on Module Center financial projects
102

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Compiles or prepares reports, graphs and charts of financial data
  • Support continuous improvement of the current budgeting, forecasting and planning processes and deliverables
  • Participate in the development of presentations made to Senior Management
  • Data extraction and dashboard/report development
  • Assist in the development of scorecards, measurement tools and KPIs
  • System maintenance, enterprise-wide budget system load activities, data input/load reconciliations and interface management
  • Perform data validation and testing for system updates
  • Adhoc Financial Analysis
  • Bachelor’s degree in accounting, finance or business
  • Minimum of two years of finance experience
  • Strong financial analytics, data mining and financial modeling skills
  • Ability to work both independently and in a team-oriented environment across group lines to achieve goals
  • Knowledge of accounting principles and practices, analysis and reporting of financial data
  • Resourceful, efficient professional with the ability to meet tight deadlines
  • Proven acumen in leveraging Excel on a an expert basis, experience with Powerpoint
  • Excellent analytical and problem solving skills as well as strong oral and written communication skills
103

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Responsible for accounting and invoicing for the EA’s time and material customers, including long term contract accounting for maintenance guarantees
  • Responsible for the accounting and invoicing of all Airbus services agreements
  • Manage the accounting and revenue distribution associated with all spares and tooling sales
  • Manage the warranty claim process and associated accounting treatment
  • Responsible for the monthly review and submission of the EA’s Sales/Use tax returns
  • Perform monthly SAP closing activities including accounting, reporting and account reconciliations
  • Assist with tooling and inventory audits across EA’s MRO network as required
  • Assist in our annual financial audit
  • Ad hoc reporting and analysis and special projects as required
104

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Global Supply Chain operating expense analysis & consolidation, including owning the closing, forecasting and budgeting process for this significant spend item in operations
  • Working with supply chain business leaders to help drive appropriate spend behaviors and ensure that they have a strong understand of their results and their linkage to the business
  • Use Business Warehouse tools to enhance reporting capabilities and drive faster and more accurate forecasting
  • Monthly presentations to VP, Ops & Engineering Finance on key operating expense drivers and critical projects that are being driven to help drive cost improvements
  • Special projects critical to driving cost reduction and performance in the organization
  • Support the monthly financial closing measurement entry process
105

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Manage our inter-entity cost process for both domestic and foreign subsidiaries
  • Consolidate part cost financial analysis from subs / drive annual cost commit process that aligns with latest volume / market share assumptions
  • Work with UTC Tax department to ensure appropriate transfer price agreements are set up with foreign sites
  • Present summarized financials to senior leadership on cost changes / key drivers
  • Review / analyze changes in demand on how they impact our subs
  • Support the monthly financial closing process
106

Financial Planning & Analysis Resume Examples & Samples

  • Building financial models that will enable senior leadership to make effective decisions about the company’s cost base and revenue projections
  • Presenting, analyzing, and interpreting relevant financial data to senior leadership - partnering closely with key leaders to impact strategic business decisions
  • Working on a variety of special projects that may include M&A, financings, new business initiatives, etc
  • Owning budgeting process including annual review and analysis, assigning department specific budgets, and tracking monthly/quarterly actuals vs. budget
  • Partnering with key business areas to perform strategic analysis and modeling to help inform department specific spending and decisions
  • Analyzing competitor performance and market trends
  • Writing commentary that adds value and draws attention to key issues and/or perspectives
  • Establishing and reporting key operating metrics used to drive the business to greater efficiency
  • Assisting in the upgrade of reporting standards through the pursuit of continuous process improvement and liaison with the various business departments
  • Preparing and delivering daily, weekly and monthly management reports to key constituents
  • Functioning effectively in an especially fast-paced start-up operating environment, managing time effectively to address high priority items in a timely manner
  • Assisting in preparation of materials for Board of Director meetings
  • Bachelor's Degree in Business, Finance, Accounting or Statistics
  • 3-7 years of experience finance and strategic analysis in banking or an operational role (for manager/sr. manager role) 8-10 years for director role
  • Entrepreneurial drive, excellent communication and interpersonal skills with demonstrated ability to work in a fast paced and dynamic environment
  • Proficient in financial analysis and model building
  • Experience utilizing various valuation methodologies including discounted cash flow, P/E, EV/EBITDA, and SOTP analysis
  • Investment banking, M&A, or corporate finance experience preferred
107

Financial Planning & Analysis Resume Examples & Samples

  • Assist with financial close; journal review & variance analysis
  • Prepare ad hoc financial analysis as required
  • Manage Digital target/forecasting setting process for Salesforce
  • Prepare Franchise Management documentation
  • Assist with troubleshooting issues from consignment customers
  • Temporary Finance Lead on project
  • Manage Cashflow forecast for payments
  • Ad Hoc work as required
  • Ideal: Home Entertainment Games Distribution practices, customers, accounting, supply chain and market dynamics
  • Financial Planning & Analysis Experience
  • Designing and implementing new processes and related systems
  • Business partnering
  • Highly analytical, with strong attention to detail and a competent data modeller
  • Self motivated, flexible and a high level of initiative
  • Ability to work under pressure, deadline focussed
  • Excellent interpersonal skills and ability to communicate with finance and non-finance people
  • Expert Excel skills
  • SAP essential, Business Objects and Essbase preferred
  • Graduate or graduate caliber
  • Qualified accountant: ACA/CIMA/ACCA (or International equivalent)
108

Financial Planning & Analysis Resume Examples & Samples

  • 40% Consolidate and prepare detailed sales and revenue budget/forecasts for all Latin America, US Hispanic and Canada regions for the distribution business working in conjunction with sales and sales planning areas. Tracking of sales and revenue actual versus budget and forecasts. Understand and concisely explain variances between actual results and budget/forecasts and account analysis. Maintenance of the RPM software, including monthly and QTRLY snapshots
  • 15% Flash Reporting: responsible for gathering data from departments for the preparation of the Distribution Flash monthly reporting
  • 15% Revenue Reporting: Supervision of analysis for SVOD, PPV/VOD clients, preparation of Special Projects. Revenue recognition and forecasting for deferred clients
  • 15% Prepare / review ad hoc & presentation reports for management or to external clients. Submission of sales and revenue budgets/forecasts to home office including consolidated reports and templates
  • 10%Accounting activities including supervision of the proper recording and maintenance of monthly / quarterly accruals T&E expense reports. Assist with Accounting and Tax issues related to Regional offices. Overhead Reporting: ensuring accuracy and understanding of consolidated reports, mid-range plan templates and summary reports for management. Preparation, presentation and submission of overhead budgets/forecasts for the Distribution (All Locations). Other duties as required by Director and business needs
  • 5% Review contract files including contract abstracts and compliance checklists. Complete special projects for financial and operating management, and reporting to third parties and other internal groups as necessary. Review, document, and enhance policies and procedures for accounting and financial functions, as necessary
  • Budgeting and Forecasting experience
  • Analysis of market trends and impact to related businesses
  • Excellent written and oral communication skills. (Fluency in English and Spanish)
  • Ability to adapt and function within a high-pressure, fast-paced environment
  • Excellent Excel/PowerPoint skills and related systems experience required
  • Strong initiative and ability to manage multiple projects
  • Strong follow-through on all projects; ability to bring projects to timely completion
  • Ability to quickly grasp new concepts
  • Proactive, self-starter and independent thinker
  • Sony Pictures - FL - Miami
109

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Support NGPF and F135 War on Cost initiatives
  • Direct monthly closing and variance analysis of HSMC financial results and measurement part cost
  • Provide module center performance reports pertaining to operating expenses, inventory and capital expenditures
  • Provide summary of consolidated results to the controller, assistant controller and operations team
  • Coordinate all forecasting efforts related to workload/volume, manpower planning and operating expenses for the module center. Including OMMs and budgets
  • Assist in making timely recommendations concerning financial consequences of strategies, programs, and actions for HSMC as a whole
  • Communicate performance goals throughout the mod center to all employees as part of an overall education process to drive continuous cost reduction
  • Set a high standard in monitoring and oversight of PW/UTC ethics and control policies (Sarbanes-Oxley, PW Standard Procedures, UTC code of ethics) to ensure 100% compliance
110

VP of Financial Planning & Analysis Resume Examples & Samples

  • Oversee all financial presentations (budgeting, forecasts etc.)
  • Communicate financial reporting to all levels of management
  • Ensure all reporting deadlines are met with accuracy
  • Budget preparation, monthly and yearly forecasting, trend analysis and financial modeling
  • Supervise the team of financial analysts
  • Minimum of 7+ years of FP&A experience with prior management experience
  • Experience with financial presentations to executive level positions
  • Must be a deadline driven individual
  • Bachelor's degree in Accounting or Finance is required
111

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Help to drive business results through involvement in analyzing key business drivers, forecasting performance/outlook, and annual & strategic planning
  • Manage the outlook process by working together with the business to identify opportunities and risks to meeting financial targets, analyzing, investigating and communicating key dynamics and trends in major P&L lines and balance sheet
  • Support Citi China Consumer Loans business planning/budgeting process, including CCAR
  • Assist in any internal or external briefing or presentation material, including business performance reviews
  • 3+ years of experience in the financial services/banking area. Previous background in Planning & Analysis and/or Consumer business background desirable
  • Proficient in Microsoft Office (specifically PowerPoint, Excel & Word)
112

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Prepare and analyze the Bloomingdales.com expense plans and monthly forecast guidance. Provide commentary to significant variances to plan, follow up with key business partners to understand variances and seek ways to mitigate expense and exploit opportunities. Ensure all forecast components are accurately reflected in the Oracle/Hyperion system in line with corporate deadlines
  • Meet regularly with BCOM management to review potential risks and opportunities for expense control. Lead discussion with focus on driving top and bottom line growth
  • Lead the planning process for all Bloomingdales.com areas. Partner with internal and intra-divisional teams to review payroll and non-payroll plans, challenging assumptions, and ensuring plans are in line with expense targets
  • Partner with business managers of Marketing and Creative to ensure expense targets are met on a monthly, quarterly and annual basis. Ensure ROF’s are accurate and in line with management expectations. Monitor purchase order creation for digital marketing and creative, ensuring they are uploaded on time into the marketing database and Oracle. Follow up with digital teams as needed to maintain accuracy
  • Work with Expenses Payable to ensure all digital vendors are paid in a timely manner. Review and resolve variances between purchase orders and invoices. Oversee new vendor set up process, maintaining EP and audit guidelines. Proactively communicate with vendors and insure timely processing of vendor allowances
  • Partner with Product Development Managers on P&L review of new enhancements to the website. Follow up on project status and perform post launch analysis of results versus expectations
  • Work with Internet Production and Macys.com finance on a monthly basis to ensure all capitalized expense is accurate and appropriate
  • Facilitate the monthly financial close including processing journal entries, accruals and reclasses. Maintain strict documentation journal entries, vendor chargeback support in compliance with audit policies
  • Partner with concession team, legal department and vendors to develop licensing agreements insuring the best terms possible. Partner with legal department to ensure agreements and amendments are routinely updated with new terms and reflect our business needs
  • Support Finance team management for general office operations
  • A minimum of 2 years experience in a financial planning or analyst role
  • Strong quantitative and analytical reasoning skills
  • Team player-fostering solid working relationships
  • Proficient with Microsoft Office, particularly MS Excel
  • Highly organized and ability to adapt quickly to changing priorities
113

Financial Planning & Analysis Resume Examples & Samples

  • Lead the planning and forecasting for the North America TTS businesses (Payments, Receivables, Commercial Cards, Channel & Enterprise Services, Liquidity and Trade) by proactively working with multiple Finance and Product teams
  • Present to the North America TTS CEO and business partners on monthly/ quarterly basis the financial performance, highlighting major variances versus target while supporting the management of the P&L
  • Lead the development and enhancement of financial data models by working closely with Finance and Product teams to understand key business drivers and develop forecasting tools
  • Support the bi-weekly corporate outlook process to derive the quarterly financials for cash and trade businesses
  • Assist in the month-end close process by monitoring financials by business and communicating with product, finance and controller organizations
  • Partner with FP&A teams in Mumbai and NYC and together evaluate and streamline reporting processes to drive efficiency, standardization and centralization
  • Provide support for ad-hoc requests on executive presentations and provide explanations on financial variances
  • Build advanced models utilizing excel and Tableau data analytics to provide insight into client revenue/billing details
  • Assess product and client margins in an effort to de-market or re-price low margin clients
114

Financial Planning & Analysis Director Resume Examples & Samples

  • Oversight of all activities related to financial analysis & management reporting for the Latin America region including period closes, forecasting and variance analysis
  • Development of detailed, accurate monthly and annual forecasts
  • Analysis of all proposals and factors which affect the future prospects for profitability and cash flow
  • Drive the financial management systems strategy for the Latin America region to ensure that financial reporting and staff capabilities are aligned with the organization’s strategy for growth
  • Collaboration with Regional Financial Controller to ensure financial statements are correct and in line with external and corporate accounting policies
  • Collaboration with HR to develop the incentive plan process for the region
  • Participate in analysis of M&A or divestiture opportunities and manage the due diligence process requested
  • Management and talent development responsibility for the Latin America FP&A Team adopting a philosophy of continuous improvement in all aspects of the operation
  • A solid accounting and finance background ideally supported by a recognized qualification or well-regarded training program
  • Experience of leading and building an FP&A operation, preferably within a high growth media or digital business
  • Able to work effectively within a fast paced, dynamic matrix organization and manage multiple projects at the same time
  • Strong finance system, Excel and Access skills. TM1, Bookmaster (Mediamaster) and Oracle ERP are the most valued by the organization at present
  • Strong quantitative and analytical skills with an eye for detail
  • Excellent communication skills and a track record of working effectively across functions, business units and geographies
  • Proven track record in FP&A with evidence of contribution to business growth, effective resource allocation and efficient design of process flows
  • Excellent interpersonal skills and cultural awareness
  • Effective time management and ability to work under pressure and deal with multiple priorities at the same time
  • Strong management skills with the ability to motivate and drive exceptional team performance
  • Excellent written and verbal communication and organization skills
  • Flexible, adaptable, innovative – a change agent
  • Experience of working in a private equity turnaround environment highly desirable
  • Language skills desirable
  • Professional experience in a dynamic, fast paced environment that has gone through transformation or turnaround is highly desirable
115

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Support direct manager on planning cycles including developing estimates, operating plans/forecasts/reviews, Growth Playbook (3-year Plan), SII (1-year Plan); OP (operating plan/budget) and / or corporate reporting
  • Support direct manager for quarterly closing/estimates and deliver reliable estimates of sales to operating margin, cash and key working capital accounts
  • Help create long range plans and short range forecasts, understanding / evaluating key business drivers. Tracking progress against plans at a granular level. Recommending actions to get to planned performance for the operating teams
  • Lead various projects to simplify planning and analysis processes, own simplification projects and global projects that drive consistency and visibility between global and region
  • Work with Finance Managers and business leaders to understand & drive opportunities for Growth and managing cost. Lead and provide analytics on strategic initiatives
  • Identifying risks & opportunities during each quarter and leading team in mitigating risks and capitalizing on opportunities
  • Driving standardization & process improvement across operating businesses in all aspects of planning and reporting, including best practice sharing
  • Bachelor’s Degree in Accounting, Finance, Economics, or Business Administration and 4 years financial work experience; OR high school diploma / GED and 6 years progressive financial work experience
  • Demonstrated ability to lead in a team environment
  • Solid PC skills: experience with financial systems/applications (i.e.: Oracle, SAP, COGNOS, Business Objects, etc.), strong Excel skills in data compilation and aggregation (i.e. pivot tables, Vlookup and macros)
  • Excellent verbal and written communication skills and the ability to communicate complex business issues in a clear/concise manner
  • Strong interpersonal skills with the ability to influence others and drive change while working across all levels, functions, and regions
  • Strong critical thinking skills and ability to add value to operating teams
  • Graduate of GE's Financial Management Program (FMP), Advanced Financial Leadership Program (AFLP), or graduate of other financial leadership programs
  • Trained and/or certified in process improvement methodology such as LEAN or Six Sigma
  • Strong analytical skills: able to clearly link financial results to operational performance drivers, generate alternatives and drive positive change
  • Clear thinking/problem solving: successfully led projects/process improvements within operations/finance functions; able to quickly grasp new ideas
  • Adaptable/Flexible: being open to change in response to new information, different or unexpected circumstances, and/or to work in ambiguous situations
  • Integrity: 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
  • Experience working in a matrixed environment
  • Strong knowledge of GEHC financial and commercial operating systems
116

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • 65% Financial Planning & Analysis
  • Help Identifying new metrics (i.e. KPIs) to drive performance relative to strategic priorities and ensure current metrics are relevant and effective. Enhance scenario planning analysis for strategic planning activities
  • Identify and drive value creation within 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 our markets and how all areas operates as a business
  • Monitor and track operational performance, analyse, and call for action as required
  • Supports the enterprise/business with new business activities and issues resolution, including MADJV, business transactions, tax and customs issues, monitoring the performance of the new acquired business etc. and liaising with legal and other cross-functional departments as necessary
  • Participate in business customer solution teams with focus on offering financial solutions to customers and understanding customer and trade flow profitability
  • Deliver clear presentations including defending positions on controversial topics; adapt style to continuously seek ‘win win’ solutions
  • Utilize tools, benchmarking and systems to get to a more efficient and harmonized analysis
  • 35% Business Partnership and Leveraging of Resources
  • Able to drive the behavior, results or agenda needed for the business. Has a point of view and communicates it effectively thus influencing colleagues by supporting them, challenging them, providing unique perspective and delivering value
  • Partner closely and leverage the Accounting and Finance teams for key information points including historical reporting and data collection. May include 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
  • Provide broad knowledge of and connect with the right relationships with areas such as Tax, Treasury, Risk Management, Law, Operations, etc. Partners with COE’s, A&F, and cross-business functional and product line managers to play an active role in enhancing connectivity and communication
  • Oversees CAPEX portfolio review process
  • Serve as a champion of competitive excellence areas and promote a continuous improvement culture
  • Solid understanding in financial metrics, balance sheet and income statement analysis
  • Thorough understanding of how to win in our markets and the actions necessary to achieve this
  • Proven partner who has worked closely with cross-functional teams
  • Demonstrated success in business partnering initiatives
  • Ability to understand the business and the key drivers of succes; business acumen
  • Bachelor's Degree preferably in Finance, Business or Engineering
  • Broad/diverse commercial knowledge with understanding of how all areas come together and operate as a business
  • Experience in business expansion, divestiture, or acquisition, MADJV, and commitment analysis & preparation
  • Demonstrated ability with partner or customer interactions
  • Experience in a commodities business
  • Ability to travel regionally
  • Spanish and/or Portuguese proficiency
117

Financial Planning & Analysis Resume Examples & Samples

  • Responsible for working closely with the operations team in tracking the Company’s operational forecast and supporting decision making with corresponding financial analyses through preparation of management reports
  • Assist in the annual budgeting process, with a focus on supporting the business through the planning stages, orchestrating budget submissions, and providing analyses on the corresponding budgeted results
  • Perform lead role in aligning monthly forecasting with business drivers
  • Assist in the compilation, review and analysis of budget to actual results on a monthly basis
  • Work closely with management on continuous improvement of an ERP system
  • Recommend and implement changes to improve the accounting systems and processes
  • US GAAP PNL review and closure
  • Analysis of plant & commercial operation. Preparation and submission of monthly/quarterly/annual corporate and management reporting requirements as per the timelines
  • Preparation, consolidation and submission of annual budgets. Aligining budgetary changes in record management
  • Monitoring, analyzing and reporting budget vs actual variances
  • US GAAP Accounting policies for the BU
  • 50% Responsible for working closely with the operations team in tracking the Company’s operational forecast and supporting decision making with corresponding financial analyses through preparation of management reports
  • 25% Perform lead role in aligning monthly forecasting with business drivers
  • 15% Recommend and implement changes to improve the accounting systems and processes
  • 10% Work closely with management on continuous improvement of an ERP system
  • Bachelors Degree in Accounting or Finance, MBA Preferred
  • 10 years of related experience including budgeting, forecasting, and financial statement analysis. And has worked in US Investment Banking environment. With experience in Competitor Benchmarking, and having great understanding of US GAAP guidleines
  • Supporting Leadershio with Quaterly and and Monthly internal and external reports
  • Solid Exposure to Reporting on Adhoc basis
  • Ability to work well independently and as part of a cross-functional team with a particular focus on the ability to set priorities that correspond with business needs
  • Strong customer focus with the ability to access customer needs and drive projects to completion on-time
  • Strong analytical, communication (written and oral) and organizational skills
  • Excellent PC skills, strong knowledge of Microsoft applications. Advanced Excel skills are necessary to succeed in this role
118

Financial Planning & Analysis Resume Examples & Samples

  • Liaise with Corp. Control and publish GNG performance metrics 1x a period
  • Enhance and maintain the PepsiCo historical financial database (by period and by year)
  • Develop summaries, insights and review materials from quarterly analytical templates (e.g., Innovation, Operating Expense inflation, Productivity)
  • Manage special projects and respond to ad hoc requests for information and analysis from SVP, FP&A and Senior Management
  • BA or BS with 3-6 years relevant experience
  • MBA or CPA with prior Management Consulting or Investment Banking Experience a plus
  • Advanced Microsoft Excel modeling and analysis skills (critical!)
  • Intermediate to advanced computer skills (Microsoft Office; Bloomberg, Hyperion, Factset tools a plus)
  • Highest attention to detail
  • Highly motivated and able to work with a team
  • Deliver complex analyses in short turn-around time
  • Ability to manage multiple priorities and change priorities throughout the day to respond to ad-hoc requests from CFO/CEO
119

Financial Planning & Analysis Resume Examples & Samples

  • Currency Analysis: analyze scenarios and sensitivities of business operations to basket of >30 currencies. Familiar with market trends and potential impacts to business operations
  • Financial Statement Analysis: deep knowledge of all financial statements (Income Statement, Balance Sheet & Cash Flow Statement) and interactions between the different statements
  • Product Analysis: able to synthesize large amounts of unstructured data to discern useful business intelligence involving thousands of products with different ASP and profit profiles
  • Reporting: familiar with SAP reporting environment. Track record of creating compelling reports that produce transparency around business operations
  • Variance Analysis: able to identify relevant KPIs, track performance and identify areas for remediation
  • Presentations: business partner to the CFO to support preparation of monthly presentations
  • Leadership Qualities: comfortable in network organization, able to influence colleagues and drive culture of excellence
  • Creative and Independent Thinker: adept at solving problems independently and improving the analytical infrastructure of the business
  • LI-LRP
120

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Monthly Closing/Management Letter responsibilities: Load and submit entries to ensure HFM reconciles; Compile monthly G&A package for Operations senior leadership that shows actuals and details out the variance analysis; Prepare forecast variance explanations for G&A
  • Support Operations profit assurance materials/ Executive Committee (EC) day / Operations review by preparing, reviewing and submitting packages on time
  • OMM support by preparing the annual Admin & G&A forecasts and leading creation and compilation of the annual plan book
121

Financial Planning & Analysis Director Resume Examples & Samples

  • Provide financial and operational reporting, analysis and decision making support to business line management including pricing, cost, cash flow, capital and return of investments
  • Partner with shared service and accounting teams to complete month end close. Be accountable for the accuracy of financial statements
  • Carry out monthly financial reporting, including preparation of MD&A, variance explanation, bridging, mix and margin analysis, and recommendations for performance improvement
  • Lead/Participate in periodic business review meetings to discuss financial performance, operational and financial KPIs, growth initiatives, contingency plan, and outlook
  • Provide financial support to strategic, operational and tactical plans with a clear understanding of the business levers such as suppliers, customers, and competition
  • Control working capital, principally debtors and capital expenditures
  • Prepare annual budget, quarterly outlook, and monthly forecast. Lead/participate in long range plan process
  • Assess investment appraisal opportunities and analyze capital expenditures requests accordingly. Support M&A deals evaluation and post-merger integration as required. Identify low performance business sub-lines/locations for strategic options including rapid turnaround and divestiture
  • Lead/Participate in revenue process management including control of billing accuracy and support of collection of accounts receivable
  • Ensure internal controls are in compliance with the Intertek Group standards
  • Partner with financial leadership team to improve financial processes, policies, systems/tools, training programs, reporting and controls throughout the organization
  • Ensure the finance activities comply with the highest standards of accuracy, validity, and ethics and ensure adherence to the Intertek Accounting Policies
  • Bachelor’s degree in Accounting or Finance or related area is required
  • 7+ years of operations management in the field of accounting and finance
  • 3+ years of managerial experience
  • Experience providing financial support to a multi-location business required
  • Solid understanding of accounting and capital budgeting
  • Proficiency in Microsoft tools
  • Cognos reporting system and PeopleSoft experience desirable
  • Experience supporting acquisitions and completing outsourcing deals desirable
122

Financial Planning & Analysis Resume Examples & Samples

  • Bachelor’s Degree in Accounting
  • Experience supporting an Engineering group in the automobile or aerospace industry
  • Experience with long term percentage of completion contracts
  • Adept with long term forecasting. The 10 year forecasting models are extremely dynamic
  • This role will feel more like a mini Controller with full P&L responsibility for 2-4 projects in this division
  • Comfortable supervising two staff
  • Go getter, natural leader, action oriented
  • Clean criminal background check and drug free (not 420 friendly)
123

Financial Planning & Analysis Resume Examples & Samples

  • Revenue and expense forecasting, by month and quarter with variance analysis
  • Analyzing the economics of individual deals and strategies
  • Revenue recognition support for pre and post contract signing between Accounting, Legal, Sales and the Business Unit
  • Developing annual plans (revenue/expense) for specific business groups with articulated assumptions
  • Ensuring reports and forecast information is accurate in various Oracle modules
  • Preparing/creating performance reports for management. Analyze these reports for significant trends and issues that should be highlighted for senior management
124

Financial Planning & Analysis Resume Examples & Samples

  • Provides comprehensive and complex financial analysis
  • Prepares, supervises, and provides quality control in the preparation of complex analytical and financial reports and presentations
  • Comfortable interacting with Sr. Management, making presentations, and recommendations
  • Familiar with all financial applications within FP&A and an understanding of the data relations and interdependencies
  • Conduct and direct financial-based research and analysis projects
  • Develop, interpret, and implement financial concepts for planning and control
  • Able to work collaboratively across all FP&A teams, identifying best practices and process efficiencies
  • May train/develop/provide guidance for junior team members
125

Financial Planning & Analysis Resume Examples & Samples

  • Analyzing, investigating and explaining key movements and trends in P&L lines
  • Providing financial support to Business/Functions and assist them in decision making
  • Preparation of various Reports to support the Management needs and ensuring timely adherence to deadlines
  • Track and provide insight on business productivity(efficiency saves) and projects driven by business
  • Preparation of monthly Management packs, review decks and getting into discussions with Finance Management, as necessary
  • Budgeting and Forecasting Process
  • Working with Country Regional Managers to create and review monthly and quarterly outlook and annual financial plans, including reporting and analysis to explain changes against given baselines
126

Financial Planning & Analysis Director Resume Examples & Samples

  • Undergraduate degree, preferably in Finance
  • Minimum of 5 years in finance roles with increasing responsibility
  • Excellent communication and interpersonal skills; both written and oral
  • Extensive and deep financial modeling & analysis skills (advanced Excel including vLookup, advanced Microsoft Access, familiarity with QuickBooks, Hyperion Planning, Hyperion Essbase a plus)
  • Experience building cash flow models (with working capital projections)
  • Experience building M&A and ROI models (DCF, IRR, NPV, lifetime customer value)
  • Advanced Microsoft Office skills (Word, PowerPoint)
  • Experience preparing executive management/Board reporting packs with insightful analysis
  • Experience with developing, managing and reporting call center key performance indicators and supporting phone channel sales and operations professionals a strong plus
  • Experience with developing, managing and reporting online/web key performance indicators and supporting web channel sales and operations professionals a strong plus
  • Experience developing and mentoring a financial analyst team a strong plus
  • A positive can-do attitude with strong intellectual curiosity and a strong customer service and continuous improvement mentality
  • Willingness to travel as needed (i.e. 15%+)
127

Financial Planning & Analysis Resume Examples & Samples

  • Manage your team
  • Establish targets for all aspects of business (New Orders, Revenues, Earnings, FCF…)
  • Coordinate of the annual planning cycle and consolidate and pro-active analysis of annual & long term business plan (Quarterly Forecast, Budget and Strategic Plan)
  • Manage financial performance reporting (measuring actual results against the forecast, budget and prior periods)
  • Coordinate presentations to Top Management on the company performance and business plan progress
  • Establish the profit assurance plan (PAP), including the monitoring process of all business financial Risks and Opportunities (R&Os)
  • Prepare of Short-term cash flow analysis and forecasting
  • Participate actively in managing SAP and BI tools design and implementation
  • Build constructive and effective relationships with a broad and diverse group of business partners
  • Evaluate financial and business indicators and translate data into actionable information to drive results
  • You have a bachelor’s degree or master in accounting or finance
  • You have relevant experience of minimum 5 years in a similar role in a multinational in the manufacturing industry
  • You are a proficient user of SAP (FI, CO, MM and SD modules)
  • You master Excel and PowerPoint
  • You have strong analytical skills as well as verbal and written communications skills
  • You possess strong interpersonal skills to deal effectively with a wide variety of people assertively and confidently
  • You demonstrate an ability to set objectives and goals and organize work appropriately to meet and exceed goals. Possess strong organizational and time management skills
  • You master French and English fully
128

Financial Planning & Analysis Resume Examples & Samples

  • Coordinate the CBB quarterly earnings processes in partnership with the Consumer and Community Banking finance team and the Firmwide P&A and Investor Relations teams
  • Provide support for analyst meetings and conferences
  • Lead all aspects of financial reporting including the annual Comprehensive Capital Analysis and Review (CCAR) and the Internal Capital Adequacy Assessment Process (ICAAP) along with the quarterly analyses of actual results submitted to the Federal Reserve Bank
  • Finance Lead for coordinating quarterly risk appetite
  • Lead all aspects of results reporting for the annual Resolution and Recovery processes
  • Back-up lead (to Consumer Banking P&A head) / support for
129

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Key Business Partner to Operations Lead for ANZ (overseeing Australia and New Zealand)
  • Focal point of finance contact to drive finance activities for Supply Chain
  • Work with FP&A Supervisor for APAC to consolidate APAC results
  • Perform deep dive analysis into expenses and explain variances
  • Involve in forecast and budgeting activities
  • Analysis of freight spend for ANZ including analysis of cost drivers / mode / freight lane, maintain BU allocations / charges and complete ad hoc analytics as requested by the business
  • Perform ad hoc analysis as necessary
  • Bachelor’s degree in Accounting from recognized University
  • 4 - 5 years of financial planning and analysis (FP&A) experience
  • Experience with engaging business heads or other business partners
  • Excellent communication and analytical skills required
  • Mature, self-motivated., adaptable and able to work independently
  • High energy, dedicated, confident and a proactive problem-solver
  • Experience working in an environment that involved gathering and consolidating financial data from multiple source systems
  • Prior experience using Pronto and Hyperion highly preferred as well as other reporting tools including, but not limited to Microstrategy, Essbase and Qilkview
  • Superior PC skills particularly in Excel, PowerPoint & Word. BAR certification from ISCA advantageous
130

Director of Financial Planning & Analysis Resume Examples & Samples

  • Adapt quickly to change
  • Interface both verbally and in written form, with all levels of management
  • Critical thinking
  • Handle complex data and present effectively to management
  • Solve problems that span business operations and technology
  • Work closely in a team environment
  • Build effective relationships with business leadership at all levels
  • Lead direct and indirect reports in a matrix environment
  • Leverage existing environment while driving towards best practices throughout areas of responsibility
  • Strong proficiency in MS Office software including advanced Excel modelling skills
131

Financial Planning & Analysis Analyst Resume Examples & Samples

  • On a monthly cycle, work with the finance team to analyse and forecast operating expenses, working capital and capital expenditure for the EMEA region, creating ownership and accountability from the business leaders
  • Work with the finance team and senior managers to produce meaningful and realistic annual budgets for operating expenses, working capital and capital expenditure
  • Maintain and develop the employee planning database to ensure accurate reporting and forecast of salaries and related costs
  • Verify and maintain costs and rates needed to ensure smooth running of the planning and reporting systems
  • Provide solicited and unsolicited advice and recommendations on operating margin improvement opportunities and push out to the business where appropriate
  • Involvement in the close process to ensure proper and appropriate reporting of costs
  • Carry out detailed cost analysis and comparisons with other group operating companies to ensure we are following group best practice and achieving cost savings
  • Other ad-hoc reports and projects as required
  • Results oriented – has track record for delivery results, takes ownership and is accountable
  • Stretch oriented – embraces and thrives on challenge
  • Continuous improvement – has experience of sustainably improving processes
  • Creating Relationships - Ability to work effectively with external agencies and internal management at all levels
  • Graduate with around 5 years of relevant experience preferably in both Finance-Accounting and Controlling positions
  • Good USGAAP or IFRS knowledge
  • Experience in working with multiple entity reporting at all levels and multiple currency consolidation
  • Experience working with confidential or sensitive information
  • Advanced skills in Excel (macro writing) and Access is required, good Word skills and a working knowledge of Oracle is desirable
  • Willingness to develop as Finance Business Partner for the Commercial division
132

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Support the International FP&A team with
  • CIMA or ACCA part qualified
  • Educated to a degree level or equivalent with previous experience in multinational Organisation within FP&A
  • Hyperion and Essbase experience would be an advantage
  • Manufacturing experience highly preferred
133

Financial Planning & Analysis Resume Examples & Samples

  • Team player with hands-on mentality
  • Result / quality oriented
  • Good accounting /US GAAP knowledge
  • Excellent communication & interpersonal skills
  • Ability to handle and prioritize multiple tasks and meet all deadlines
  • Unambiguous and customer friendly focus
  • Accuracy
  • Good computer skills (Excel)
  • Outgoing
  • Be able to think strategically
  • Ensure ethical behavior
  • Manage and lead change
134

Financial Planning & Analysis Director Resume Examples & Samples

  • Business partner to Array functional leaders, providing financial analysis and decision support to enable Array to meet or exceed corporate goals
  • Design format, content and processes to produce meaningful management reporting which delivers actionable insights that drive business performance
  • Align system and business processes to efficiently prepare reporting packs and ad-hoc analysis
  • Build and implement process and structure for sales forecasting, sales force incentive compensation and other finance processes to support commercial function
  • Orchestrate all components of financial cycles including long range planning, budgeting, forecasting, project accounting, internal reporting and business case analysis
  • Collaborate with business leads to develop business cases for R&D programs, capital investments, build vs. buy decisions
  • Leverage analysis to ensure accuracy of accounting accrual estimates
  • Support preparation of SEC reporting (e.g. MD&A) and other investor communications
  • Ensure compliance with key internal controls within area of responsibility
  • Work with external auditors in completion of reviews and audits
  • BS/BA in finance or accounting, MBA strongly preferred
  • Finance & Business acumen - 10+ years of financial leadership experience
  • Relationship management - experienced partnering across multiple functions
  • Analytical skills – objectively interpret meaningful themes and drivers from quantitative and qualitative data
  • Communication skills – demonstrates strong listening, writing and oral skills
  • Expert Excel, PowerPoint, and database software skills
  • Experience with Microsoft DAX, Host Analytics preferred
  • Pharma, biotech, medical device or other life science industry preferred
135

Financial Planning & Analysis Resume Examples & Samples

  • 7+ years in a senior finance management role
  • Fluent English speaker
  • Experience working in a multi-national matrix organisation with significant exposure (5+ years) in education sector in emerging markets and ability to navigate across multiple cultures and working styles
  • Strong understanding of materiality and ability to prioritise across competing agendas
  • Ability to identify business risks and implementation of tactics to mitigate
  • Understanding of financial control, business performance management and process optimisation and experience of working in more than one of these areas
  • Proven capability to develop and lead high performance diverse teams
  • Understand the principles of change management and demonstrated ability to champion and drive change
  • Ability to conduct investment analysis and capital asset evaluation
  • Deep accounting knowledge – qualification as an accountant or MBA degree
  • An understanding of putting internal financial results into an external market context
  • Awareness of multiple business models and experience of working with more than one
  • Understanding of finance specialist areas: tax, treasury, M&A, compliance, corporate governance and ability to utilise proper judgement to involve them as necessary
  • Experience of supporting geography teams
  • Strategic Thinking: working beyond the current role to look at the big picture and shape the future
  • Communication: strong verbal and written skills within finance, across the organisation and with external parties
  • Influence: presence and confidence to interact with senior management. Ability to leverage influence across teams and cultures
  • Emotional Intelligence (self-awareness, self-regulation, motivation, empathy, social skill) and the ability to apply it to work successfully in a matrix environment
  • Project Leadership & Delivery: leading team resources to create, drive and deliver on a project plan
  • Collaboration: with other internal teams and third party providers
  • Decision Making: understanding materiality, complex and uncertain situation, prioritisation
  • Performance focused: self & others
  • Participation in international projects, may be short or long term
136

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Bachelor’s Degree or higher in Finance, Business related degrees and Engineering
  • Relevant experience
  • Proven partner who has worked closely with cross-functional
  • Solid grounding in financial metrics, balance sheet and income statement analysis
  • Ability to understand the business and the key drivers of success.Business acumen
137

Financial Planning & Analysis Intern Resume Examples & Samples

  • Distribution of standard reports
  • Assist with building Operational reviews
  • Ad Hoc requests that will involve data manipulation in Excel and Access
  • Special Projects
  • Previous business internship/co-op experiences with strong business acumen beneficial (preferable not required)
  • Demonstrated leadership experience
  • Detail oriented with ability to learn quickly
138

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Reporting, planning and forecasting total engine cost for each production program to senior management
  • Commercial and Military engine program cost analysis
  • Bill of Material variance analysis
  • Monthly presentations to MC&O finance executives on key engine cost drivers / cost reduction projects
139

Financial Planning & Analysis Resume Examples & Samples

  • This role will challenge the candidate to understand and contribute to the many facets of Facebook’s promotional and marketing ads program, including budgeting and reporting, data management, and executive reporting
  • Provide business partners with monthly Budget vs. Actual reporting
  • Manage reporting and understand spend across the company
  • Partner with business leads to develop annual budget requests and quarterly forecasts
  • Assist cross-functional partners with ROI analysis
  • Play a key role in the continued improvement/development of reporting tools and program controls
  • Assist in month-end and quarter-end close and reporting activities
  • B.S. in Finance or Accounting, or equivalent, from an undergraduate institution
  • 3+ years financial analysis experience from a public accounting, investment bank, consulting, Fortune 500 firm
  • Excellent analytical and modeling skills and a strong understanding of operational accounting and finance concepts like accruals, PO processes and variance analyses
  • Excellent communication, interpersonal and proven business partnership skills with a bias towards strategic thinking
  • Organized, detail-oriented, ability to multi-task, and balance multiple priorities
  • Team player with a positive attitude and a focus on learning with a continuous improvement mindset
140

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Supporting the Financial Planning team by producing MI/BI reports and analyses (routinely and ad-hoc), highlighting areas of underperformance, deviations and improvement opportunities (both on a regular and ad hoc basis)
  • Financial modelling, building new short term and long term operational and financial models and operating the model(s) on an on going basis
  • Operational Reporting – VBA/model development for trends analysis of project performance work, monthly and quarterly forecasting, including variance analyses and budgeting and staff productivity and utilisation
  • Designing and testing of new reports and functionality as and when required
  • Preparing revenue, cost, and margin and variance analysis/metric analysis
  • Analysing Business Unit forecasting/backlog and pipeline analysis
  • Preparing models used the annual operational level budgeting process
  • Modelling Direct and Indirect rates for the business budget versus actual. Assisting and working closely with Pricing rate cards and pricing models
  • Working closely with accounting team to assist in system configurations
141

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Estimating the production cost of future engine configurations through application of parametric estimating software, tools and techniques
  • Cost estimating to support competitive engine assessments, engineering trade studies and advanced engine technology development/demonstrator programs
  • Risk Revenue Partnership PV/MTC target development and negotiations support
  • Cost integration and forecasting on development engine programs
  • MC&O Finance representation on development engine program Product Cost Management Teams (PCMTs)
  • Ad hoc analyses and presentations to support management decision-making
  • Minimum 4+ years combined technical, financial and/or operations experience is required
  • Excellent communication skills and demonstrated leadership in a team environment are essential
  • Strong Excel skills are essential; working knowledge of SAP, Business Warehouse, and/or TeamCenter is desirable
  • Knowledge of engine configurations, BOM structures, materials, part cost, manufacturing processes, and cost modeling/estimating are a plus
142

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Perform monthly P&L closing and forecast activities for Pratt & Whitney
  • Perform variance analyses of key business drivers for performance vs. plan, forecast and prior year
  • Prepare presentations to management highlighting key drivers of financial performance
  • Support the quarterly OMM budgeting process including the 10 year plan submission to UTC Strategy
  • Participate in the department’s process improvement initiatives using the ACE framework
143

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • To support financial planning and analysis process for “New Alcoa’s” BUs
  • Monthly forecast roll up and reporting
  • Quarterly 2+1 processes
  • Support quarter end reporting needs
  • 3 year Plan cycles planning and analysis
  • Working capital analysis
  • Various ad hoc requests
  • Bachelor’s degree in Accounting or Finance from an accredited institution
  • Minimum of 8 years of experience in accounting or finance
  • Experience with accounting programs (SAP, Oracle, etc.) and related programs (Essbase, etc.)
  • Proficiency with Microsoft Office Suite (specifically Excel and Powerpoint)
  • Minimum of 3 years of finance experience in a plant environment
144

Financial Planning & Analysis Resume Examples & Samples

  • Lead all aspects of financial reporting for the regulatory processes including the annual Comprehensive Capital Analysis and Review (CCAR) and the Internal Capital Adequacy Assessment Process (ICAAP) along with the quarterly analyses of actual results submitted to the Federal Reserve Bank
  • Undergraduate degree, preferably with a finance or business major
  • Minimum 5 years of financial and analytical experience
  • Knowledge of Microsoft Word, Excel and PowerPoint is essential and knowledge in Hyperion Essbase preferred
  • Personal skills
145

Financial Planning & Analysis Intern Resume Examples & Samples

  • Develop and execute financial planning, forecasting, budgeting and analysis designed to improve reporting for assigned business team(s)
  • Collect data through interviews, analysis and other research techniques to support the development, implementation and evaluation of departmental programs
  • Designs and/or assists in the design of communication material delivered to senior management, using high level Excel and PowerPoint skills
146

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Support monthly closing activities and variance analysis for mod center results
  • Participate in the annual budget process
  • Help track the monthly and annual capital acquisition and budgeting process including periodic capital spend forecasts
  • Provide business unit performance reports pertaining to shop load, operating expenses and manpower
  • Provide manpower analysis for production operations
  • Fully embrace the principles of and participate on teams supporting ACE and EH&S goals in the shop
  • Assist with annual SOX compliance and reporting
147

Financial Planning & Analysis Analyst Resume Examples & Samples

  • We are looking for the best with track record of achievements academically and professionally
  • 2-3 years work experience in finance partnership role serving multiple finance and business stakeholders (i.e. FP&A or commercial finance or supply chain finance, etc) in a global company with matrix environment
  • Experience to handle technically complex models and analysis with significant amount of financial information, analyze, challenge and present information in a structured way both high level and in details
  • Enjoying taking initiative to improve processes, enjoying serving business leaders to help deliver results
  • Fluent English, spoken and written
148

Financial Planning & Analysis Analyst Resume Examples & Samples

  • 90% Financial Planning & Analysis
  • Gather information and data from internal sources (finance, operations, commercial, etc.) and from external ones too to prepare financial model and prepare initial analysis to make recommendations
  • Help assessing action plans targeting significant value opportunities contributing to the BU P&L
  • Understand how our markets and how all areas operates as a business
  • Supports the business with new business activities and issues resolution, including MADJV and business transactions
  • 10% Business Partnership
  • Advises and provides financial insight into the performance of the business segment
  • Support the CAPEX portfolio review process
  • Bachelor’s Degree or higher preferably in Finance, Business or Engineering
  • 3 or more years of Financial Planning and Analysis experience
  • Solid experience in financial metrics, balance sheet and income statement analysis
  • Ability to synthesize data into clear, actionable plans
  • Ability to understand the business and the key drivers of success
  • Ability to partner closely with Finance and Accounting and other teams for key information points
  • Fluency in Portuguese or Spanish
149

Financial Planning & Analysis Intern Resume Examples & Samples

  • Must have strong communication skills and ability to work effectively in a collaborative environment
  • Preferred Majors: Business Administration, Finance, Accounting or related major
  • Must have completed coursework in Accounting and/or other financial disciplines
  • Strong Microsoft Excel, Word and PowerPoint skills required
  • Experience with Cognos or other business intelligence tools is a plus
  • Solid analytical skills and problem-solving abilities are critical to success in this role
150

VP of Financial Planning & Analysis Resume Examples & Samples

  • MBA from top-tier business school
  • 10+ years post MBA experience from consulting, banking, private equity or strategy firm
  • Strong analytical/ financial analysis and modeling skills
  • Excellent presentation skills with the ability to write effectively and communicate ideas with PowerPoint decks
151

Financial Planning & Analysis MBA Internship Resume Examples & Samples

  • Monthly reporting and forecasting
  • Decision support
  • Strategic analysis
  • Benchmarking
  • Pursuing a graduate degree with an emphasis in finance, economics or other quantitative analysis field
  • Completion of at least one year toward degree requirements
  • Minimum 3.0 GPA in major coursework and overall
  • Highly motivated
  • Good communication skills (written and verbal)
  • Able to work in a team environment
  • Advanced skills in Microsoft Office applications (Excel, Word, PowerPoint, Outlook)
  • Prior work experience in finance, accounting, economics or other analytical capacity preferred
152

Financial Planning & Analysis Lead Analyst Resume Examples & Samples

  • Support the process implementation, production and analysis of financials for all actuals and planning dimensions namely: Earnings, Outlooks, Forecasts, Annual Plan, CCAR and manage the preparation of key senior financial executive presentations for CEO/CFO, Operating Committee and Board of Directors
  • Coordinate and provide insightful analytics and prepare ICG’s CFO and President for monthly reviews in partnership with the organization’s Business Finance Business leadership team
  • Coordinate, manage and calibrate the corporate calendar production of the monthly outlook, annual budget in alignment with the strategy of the business
  • Support franchise-wide, ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues
  • Develop executive level program summaries from detailed progress updates and provide early indications of areas needing greater management focus
  • Liaise with various global functional and business planning groups to deepen ICG’s FP&A’s analysis as well as manage various processes around actual and forward-looking financials
  • Partner with a global team of analysts both onshore and offshore (Mumbai, Costa Rica) to drive efficiencies and enhance analytical prowess
  • 6+ plus years of relevant finance/business/accounting experience in financial services
  • Superb presentation skills; the ability to translate complex financial schedules into meaningful presentations is critical; demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and drive decision making
  • Strong ability to build key relationships with senior finance and other business executives
153

Financial Planning & Analysis Senior Analyst Resume Examples & Samples

  • Ownership of Production Studios P&Ls: Deliver forecasting, reporting, and scenario analysis for each studio, providing insight and analytics
  • Assist in the preparation and maintenance of title ultimates (lifetime forecast) to assess return on investment of new shows and monitor performance of existing titles
  • Liaise with studio production teams to track and update development spend and upcoming title delivery dates and financial terms
  • Business partnering and management reporting responsibility for various groups including Formats and Brand Management & Commercial, provide monthly/quarterly performance updates, deal tracking and general finance support
  • Management reporting deliverables including Budget Presentations, Operating Reviews, Executive Board Papers, development tracking, and key metrics (e.g. sales performance by territory) information to various stakeholders in International Studios and the NBCUniversal corporate teams
  • Free Cash Flow, manage cash flow reporting, working with production accountants and controllership, monitoring production spend and cash receipts
  • Support the system upgrade project for the forecasting tool ‘SMART’ partner with IT project leads to provide business user feedback and perform testing. Upon upgrade delivery, define processes to leverage tool capabilities to improve planning and reporting
  • Opportunity to manage FP&A Intern and provide support to junior analysts
154

Financial Planning & Analysis Senior Manager Resume Examples & Samples

  • Lead creation of North America financial reports, including liaising with Finance teams to provide meaningful commentary to clearly summarize financials trends and provide insight to senior management
  • Lead analysis of North America’s annual 3-year Strategic Plan, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams
  • Drive Canada’s 3-year Strategic Plan process in partnership with segment, business, and country FP&A teams
  • Preparation of analytics in support of CEO Reviews, including business initiatives
  • Lead analysis of North America’s product profitability in comparison with other regions and continue to enhance US vs. Canada analysis and reporting
  • Develop strong relationships with key partners and senior management to influence behavior and decision making
  • Ad hoc preparation of presentations and analysis for the team supporting the CEO of North America
  • Proven track record with 7-10 years of relevant work experience in financial services
  • Strong proficiency in Excel and PowerPoint
  • Detail orientated with ability to also see larger picture
  • Proactive and ability to work independently or as a team player, with the ability to develop strong relationships with numerous partners
  • Strong written and oral communication skills at all organizational levels
155

VP of Financial Planning & Analysis Resume Examples & Samples

  • Works with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, trended future requirements, competitive responses, pricing and margin enhancements, and operating forecasts
  • Lead the development of P&Ls and product plans on a world-wide basis
  • Preparation of studies, reports, and analyses in areas such as budgets, forecasts, financial plans, new products and technologies, cash flow projections, and business forecasts
  • Provides the leadership to build databases of pertinent information for use in analyzing future plans and forecasts
  • Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies
  • Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws
  • Be able to demonstrate the following competencies: Analytical Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures
156

Financial Planning & Analysis Director Resume Examples & Samples

  • Ensures timely reporting & analyses, designs and drives financial process cycles interacting with all Alstom functions & regions
  • Improves reporting processes by reducing lead times, driving automation, leading system transformation working with the Finance Efficiency VP team
  • Owns all aspects of financial analyses to be delivered to various bodies & stakeholders: Audit Committee, Alstom Board of Directors, & other financial stakeholders through the issuance of half-year & full year reports, as well as numerous ad hoc overviews & analyses
  • Partners up with regional finance management teams to ensure alignment with the group objectives & strategy. Drives adherence to reporting guidelines & instructions
  • Maintains a close relationship with the Chief Tax & Accounting Officer + Chief Treasury & Financing Officer teams during & in preparation for budget sessions & month-end closings
  • Drives financial performance through insightful and proactive analysis delivered to the Alstom Executive Committee
  • Promotes financial forecast accuracy & holds teams accountable for their estimates
  • Designs, updates & owns Alstom financial KPI’s & financial reporting guidelines
  • Past experience reflecting a balanced mix of local/ regional & HQ-type of finance roles
  • Previous experience as an FP&A manager/ financial controller of a division, a product line or a business unit is desired
  • Proven track record streamlining processes impacting numerous & various stakeholders
  • Prior experience working for an industrial company and/or in a long-term project business
  • Business acumen, reflected through external focus and enhanced communication skills
  • Enjoys fast-paced environments with near-term deadlines but takes the time to assess what is best longer-term for the organisation
  • Can articulate simple messages nurturing from a complex environment
  • Some IT savviness & curiosity towards how information flows between systems
  • Has appreciation for Alstom’s company culture & background, but challenges status quo with a vision supported by insights & previous experience
  • Ability to grow & coach a dynamic team of senior & junior analysts
  • IFRS accounting principles, ideally with exposure to Revenue recognition of Long Term Projects
  • Language skills: Fluent in English (mandatory). Fluency in French is a clear advantage
  • Strong accounting fundamentals supported by a business and/or an academic background
157

Director of Financial Planning & Analysis Resume Examples & Samples

  • Works closely with the President, CFO, and other members of the senior management team in developing long-range plans that will set the future direction of the Operating Company
  • Provides information and analysis for the management team and Danaher corporate finance
  • Leads the efforts and collection of information required to develop, analyze, and/or modify financial plans, which include the monthly risk and opportunities, quarterly forecast, annual operating plan and long-term strategic plans
  • Monitors and report financial performance, analyze and interpret operating results, investigate variances and unusual items and evaluate their effect on business operations. Report results along with recommendations for action
  • Develops and tracks metrics to analyze the performance of the Company’s various businesses and regions and share those results with management in a systematic way
  • Develops analytical tools make recommendations for resolution of problems. Designs, improves and maintains financial systems and models
  • Develops systems and reports that will enable the management team to make more informed business decisions. Determines new offerings and enhancements, sustainment, or retiring of existing reports and tools
  • Streamlines the budgeting process for the company such that it establishes linkage to the company’s strategy and ensures strong cost control
  • Coordinates budget and forecast activities across the Operating Company. “Pressure tests” budget and forecasts for accuracy and achievability
  • Coordinates with the Financial Systems group to ensure the Operating Company’s reporting needs are met
  • Identifies and implements Financial Compliance improvements. Demonstrates responsibility for financial controls, resolves internal and external audit issues related to General Ledger and Financial Reporting in a timely manner and ensures account reconciliations meet standards of internal control. Ensures compliance to FICAP, GAAP, and Standards of Internal Control
  • Directly supervises one employee in the Finance Department
  • Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
  • 7+ years of experience as a financial professional. A thorough understanding of accounting, discounted cash flow concepts and techniques, and foreign exchange is required
  • 3 years of experience with financial modeling, forecasting, and variance analysis
  • Experience in an international manufacturing environment preferred
  • Strong accounting and reporting system skills including SAP, Oracle, HFM, Hyperion Planning and Excel
  • Demonstrates the highest levels of personal and professional ethics and integrity
  • Strong analytical skills and the ability to work without supervision are critical
  • Effective written, oral and presentation skills (Communication)
  • Problem solving and solid business decision making skills
  • Effective Planning and organizational ability
  • Proficient with Microsoft Office applications (Excel, Word, etc.)
158

Director of Financial Planning & Analysis Resume Examples & Samples

  • Annual Plan and Budget
  • Decision Support
  • Investor Relations and M&A Support
159

Financial Planning & Analysis Resume Examples & Samples

  • Maintain product costing and pricing database
  • Finance member for category related IPM/Productivity/CIG projects
  • Support the Contract process and building of database
  • Assist financial evaluation of new marketing and product development initiatives
  • Financial evaluation of new product and marketing proposals for GC approvals
  • Prepare analyze category P&L
  • Maintain competitive activity intelligence for the said business category
  • Key member of the IPM/CIG team & action out projects as decided by the team
  • Analyze cost saving initiatives & give feedback to the Group
  • Updating recipe in SAP for Contract workings for the next year as per the inputs received from S&T
  • Preparing FSR flow factory-wise based on Production & Sales budget
  • Work out the Variable Factory Overheads for each budgeted SKU based on the inputs received from all factories
  • Economic profitability for each SKU considered in Contract
  • Periodic Profitability working for Hyperion (Form 22) submission
  • Preparing the Contract documents (incl Manual) – for Presentation, Initial Contract & Final Contract
  • Forecast workings for Region submission for the said business category
  • Working out the Transfer Prices for Exports & Supply Chain
  • Submitting workings to CA for signing the Cost Certificates
160

Financial Planning & Analysis Intern Resume Examples & Samples

  • Pursuing a Bachelor’s or graduate degree in Business Administration, Marketing, Engineering, Computer Science/MIS or other related program
  • Strong analytical and logical problem solving skills
  • Excellent interpersonal communication and relational skills
  • Work successfully in a fast-paced and constantly changing environment in which meticulous attention to detail is expected
161

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Preparation of the Budget (volumes, P&L, cash flow), the yearly re-forecasts and the Strategic Plan of PR Americas Travel Retail according to Group’s financial calendar: preparation and justification of the assumptions, preparation and validation of the data (including but not limited to through analytical analysis), presentation of the data and the analysis to management
  • Preparation of the monthly reporting (volumes and P&L) and the semi-annual closings (end of December and end of June) of PR Travel Retail Americas according to Group’s financial calendar: preparation and validation of the data (including, but not limited to, through formal analytical analysis vs. previous year and vs. budget); presentation of the data to management
  • Transmission of volumes and financial data to GTR & PRHQ through PR Group’s reporting tool (Hyperion) for the various processes (Budget, Re-Estimate, Strategic Plan, Reporting, Mid-Month Forecast, half yearly and full year actual)
  • Operations finance business partner: responsible of providing financial insights to Supply Chain Director
  • Prepares Budget and Latest Estimates for Handling and Distribution Costs, and performs monthly performance analysis on actual results vs. plans
  • Responsible for assembling data, analyzing performance, identifying problems, and developing recommendations that support Supply Chain Optimization
  • Prepares reports and provides analysis to Supply Chain Director
  • Identifies, analyzes and creates opportunities to improve route-to-market
  • Supports Supply Chain team by monitoring and analyzing performance
  • Works closely with cross functional teams, including Business Support, other Supply Chain Analyst
  • Monthly performance analysis of H&D costs vs. Budget or LE. Accurate and timely upload twice a year of the cost-to-serve report in PRISMA (PR Reporting tool)
  • Budget presentation to Regional Office
  • At least 3 years of relevant experience in an analytical role in Finance, preferably in a Supply Chain environment
  • BA/BS college degree in Finance or a related field. Masters, MBA is preferred
  • Financial (controlling) background with good knowledge/understanding of financial flows & accounting (P&L & Balance sheet)
  • Experience with analysis of operational or supply chain data and thorough understanding of operations
  • Strong analytical skills specifically around analyzing historical trends, data mining and handling large datasets
  • High-energy, detail-oriented, organized professional with the ability to work in a fast-paced environment under pressure and meet deadlines
  • Strong team player/participation with the ability to work in a self-directed, environment focused on continuous improvement
  • Good communication skills with the capability to work in an international/cross-cultural environment
  • Pro-active, results and solutions orientated
  • Ability to work with team members on all levels of the organization and tailor communication and message to audience
  • Strong comfort level with financial systems (JD Edwards if possible, Hyperion)
  • Analytical skills and critical thinking
  • Fluent in English, Spanish is a plus
  • Expectation of travel is 5%
162

Director of Financial Planning & Analysis Resume Examples & Samples

  • Financial Planning and Analysis (FPA), at Esko group level - group responsibility for overall Esko reporting, forecasting, budgeting & strategic reporting processes
  • Minimizing surprises through effective prevention and early communications
  • Business partnering across the organization, with the objective to enable Esko to deliver on the key improvement priorities
  • Developing, coaching and managing a corporate FP&A team of 4 business controllers and treasury/commercial finance team (2 people)
  • Measured along company financial performances (Growth, Operating Profit, Working Capital turns)
  • You work closely with company’s leadership team within Esko and the Product Identification Group within Danaher in conducting financial and business analyses to identify opportunities, determine root causes and recommend appropriate solutions
  • You display a hands-on approach, ability to model and operationalize strategy, budget, forecasting, scorecards processes together with the CFO, President, Esko senior leadership team and Danaher Product Identification Group
  • You present the ability to see both the needed detail and the big picture
  • Business school or degree in economics
  • You are fluent in English
  • You have 10+ years experience of growing finance responsibilities in a multinational environment
  • FP&A management, in a multinational environment (ideally US company), at the minimum at regional level, forecast, budget, reporting management, proven record of business partnering
  • You have modeling skills (Excel) to build, maintain, follow up on elaborated financial models
  • You have finance processes optimization expertize: reporting, systems, team productivity, etc
  • US GAAP knowledge / audit background a plus
  • You have preferably at least 2 years’ experience in a software business with SaaS/Subscriptions
  • You have a hands-on mentality; motivated and self-driven
  • You have great intellectual agility to deal with numbers; analytical and organized
  • You are able to work independently and under pressure, meeting strict deadlines
  • You are a team player, flexible
  • You take ownership of able to present clear analysis of financials
  • You are an excellent communicator with his direct team, with management, and with Danaher stakeholders
  • You have leadership skills
  • You are able to optimize financial and operational processes
163

Financial Planning & Analysis Director Resume Examples & Samples

  • Manage the financial target setting and estimate process for UD Trucks
  • Prepare monthly financial reporting package and UD BRM material, with timely and accurate financial analysis of results and trends, including early warnings and flash reports
  • Define governance, time-schedules, processes and tools for Finance
  • Develop a high performing team with excellent competence and financial knowledge, but also leadership driven by Volvo values in order to foster profitability improvement across the board
  • Liaise with ACC and Group finance team (accounting, reporting, audit, corporate finance, etc)
  • Coordinate risk management and working capital optimization: Develop cross-functional processes and review meetings to achieve companywide steering of inventory level, credit exposure, residual values and service contracts exposures. Conduct quarterly balance sheet reviews with all stakeholders
  • Take active part in the development of UD Control Tower and new business strategies, so that the financial plan fully reflects ambitious and realistic targets
  • Coordinate Investments between functions within UD Trucks
  • Develop a business manual for UD Trucks to ensure good management and clear delegations
  • Strengthen Internal Control and compliance with all functions and review periodically with AB Volvo Internal Control department
  • Propose and drive continuous improvement projects to improve efficiency of each function or reduce costs
  • University degree in finance or accounting. MBA preferred
  • Knowledge of Volvo Group financial reporting systems and Financial Policies and Procedures
  • Fluent in Japanese and English, both verbal and in formal writing. Other language skills are a merit
164

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Manage the financial planning, reporting, analysis and forecasting activities for the Company's Manufacturing, Procurement, Supply Chain and Logistics organizations
  • Manage and refine the execution of monthly and quarterly presentations focused on reporting out the operational & financial performance versus prior year, plan and forecast in accordance with company deadlines
  • Work with SVP, Operations & SVP, Procurement to maintain and continuously evolve KPIs and support schedules to help measure and report on operational efficiencies and cost savings
  • Work with the facility managers and operations functional leads to help them understand and improve performance
  • Lead and prepare cost benefit analysis in support of capital expenditure requests and manage the approval process and reporting
  • Lead and execute complex analyses of operational performance (e.g., scrap/waste, product costs, freight)
  • Manage the growth and development of two or more financial analysts
  • Support other enterprise-wide FP&A activities, as needed
165

Director of Financial Planning & Analysis Resume Examples & Samples

  • Experience with leveraging exceptional diplomacy skills to gain consensus while working with internal and external business partners
  • Must have strong leadership, technology, analytical, organizational and communication skills
  • A minimum of 10 years of related and progressively responsible experience with at least 3 years of experience managing a team of professionals
  • Capable of presenting complex financial information in an easy-to-understand format
  • Strong understanding of financial reporting requirements under GAAP
  • Peoplesoft experience would be beneficial, but experience in any major ERP system (SAP, Oracle etc) necessary
  • Demonstrated proficiency in Microsoft Excel, Word & PowerPoint; understanding of Hyperion and any cloud-based planning and reporting tool
  • Previous experience working in Technology or Professional Services/Consulting preferable
166

Financial Planning & Analysis Intern Resume Examples & Samples

  • Tracking migrations in a financial prospective
  • Relationship building with our diverse team members as well as our business stakeholders
  • Tackling a project and opportunity to lead and solve problems
  • Analysis skills by dissecting big data and connecting the dots to create a meaningful story
  • Plenty of additional opportunities in related projects
  • Current enrollment in College/University (preferably in finance, business management, economics, and/or accountancy)
  • Availability to work minimum 30 (preferably 40) hours per week
  • Proficiency in Microsoft Office, especially Excel
  • Effective time management and organizational skills; able to balance multiple priorities
  • Excellent language skills in English (both oral and written)
167

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Assists in the preparation of the monthly financial package
  • Prepares journal entries and accrual entries for submission to corporate accounting
  • Assists in enhancing, implementing, and enforcing policies and procedures by way of systems that will improve the overall operation and effectiveness
  • Assists in furnishing internal reports, revising and updating reports to be more useful and efficient, and external reports as necessary
  • Fosters strong communications and teamwork between division finance, operating groups and corporate staff
  • Prepares materials to ensure timely, accurate analysis, and interpretation
  • Strong understanding of standard accounting practices (GAAP)
  • Strong understanding of and ability to perform financial analysis
  • Candidate must be a “hands on” individual
  • Candidate must be highly self-motivated
  • Ability to handle multiple priority assignments
  • Clear, focused, and succinct verbal and written communications skills
  • Demonstrates the ability to work under strict deadlines, department policy, procedures and budget constraints
  • Strong analytical skills along with logical and systematic thought processes
  • Strong skills and knowledge regarding Microsoft Excel. Experience with MS PowerPoint desired. Experience with Visio, Access and/or MS Project a plus
  • Experience with SAP software a plus
  • Ability to interface satisfactorily with all levels of management
  • Travels when required to fulfill tasks assigned
168

Financial Planning & Analysis Intern Resume Examples & Samples

  • Strong problem-solving skills and analytical thinking
  • Working knowledge of all Microsoft Software applications
  • Self-starter and ability to manage multiple projects and initiatives simultaneously
169

Financial Planning & Analysis Resume Examples & Samples

  • Support (design/ modify) the monthly/quarterly reporting around business unit metrics, revenue/ expense, headcount and Balance Sheet as per business requirements
  • Preparation of insightful, high quality Senior Management presentations
  • Partner with business finance team / LEC teams (onshore/ local) to ensure smooth functioning of the process/function
  • Execute expense reduction initiatives across Auto Finance Retail Lending
  • MBA (Finance)/ Chartered Accountant with 4-6 years of post qualification experience
  • Experience in Retail Financial Service/ banking industry preferred
  • Excellent communication and partnering skills
  • Strong knowledge of Excel and PowerPoint (i.e. use of pivot tables, macros, arrays, etc)
170

Financial Planning & Analysis Resume Examples & Samples

  • Manage cash flow animation within the Zone (North America Dairy) and ensure proper identification and monitoring of key action plans to drive cash flow development
  • Ensure decision making process is in place (Cash committees) with major action plans monitoring
  • Identify key levers for cash flow growth and resources required to support priorities
  • Benchmark Best Practices in and outside Cluster Business Units (CBU) for Dannon
  • Coordination with Financial Business Services (FBS) teams to identify new action plans (ie financing schemes) and ensure feasibility of selected actions
  • Lead forecasting process of cash flow, coordinate with FBS to ensure forecast accuracy and agree on risks/opps management for the zone closing
  • Ensure accuracy of rolling forecast cash flow process
  • Monitoring of key action plans delivery to support free cash flow improvement
  • Coordination with appropriate teams to contribute to closing under FBS supervision
  • Establishing and maintaining appropriate cash flow models and reporting, maximizing efficiency through use of Hyperion Essbase
171

Financial Planning & Analysis Resume Examples & Samples

  • Develop detailed management information to drive high quality decision-making and closely monitor Institutional Client Business and firm performance
  • Analyze trends in the business each month and produce detailed reports for senior management highlighting key changes and insights
  • Present and communicate data in a clear and concise manner
  • Liaise with business counterparts / partners (e.g. Investments teams, consultant relations teams, etc.) to identify and support trends in AUM, flows, revenues, pitches, client wins / losses and market outlook / performance
  • Enhance existing reporting processes with a focus on simplification, automation, visualization and improved communication
  • Bachelor’s Degree, preference for numerical discipline
  • Track record of strong performance
  • Experience of data management processes and complex data models a plus
  • Able to analyse and extract valuable insights for management and deliver impactful management reporting
  • Cross-functional experience in finance, accounting, and technology preferred but not essential
  • History of effective multi-tasking, expectation setting, issue management
  • Experience in financial markets, working knowledge of the asset management and/or financial services industry, preferred but not essential
172

Financial Planning & Analysis Intern Resume Examples & Samples

  • Assist the team with the Budget preparation
  • Assist with the Financial update to WB Home Entertainment and WB Corporate
  • Assist with the analysis and reporting of title performance against plan
  • Support various data/promotion analysis efforts, as needed
  • Support finance team members with quarter-close responsibilities
  • Provide support with SG&A analysis
  • Work on an ad-hoc project which will be presented Sr. Management
173

Financial Planning & Analysis Resume Examples & Samples

  • Analyze performance across asset classifications
  • Analyze performance across tiers within the lease portfolio
  • Will look at markets served and conduct analysis across risk profiles
  • Must be a rising Senior level student (May 2018 graduation date) seeking a Bachelor’s degree in Accounting or Finance
  • Demonstrated analytical and problem solving skills
  • Ability to work in teams and collaborate effectively
  • Strong time management skills that enable on-time project delivery
  • Ability to work effectively in a fast-paced and changing environment
  • Ability to take the initiative and drive for results
  • Proficiency in MS Office products, particularly with MS Excel
174

Financial Planning & Analysis Director Resume Examples & Samples

  • Coordinating and preparing the annual plan, which includes setting client-specific targets and meeting with Regional and Department Vice Presidents to establish goals and targets
  • Analyzing and comparing monthly and quarterly financial results, metrics and key performance indicators against plan and other internal benchmarks (i.e. labor, capital and cash flow analysis)
  • Preparing and presenting periodic performance and financial reports to senior management
  • Reviewing and analyzing, from a financial perspective, sales and marketing and other internal company initiatives
  • Directing the preparation of special purpose or ad hoc analyze as required
  • Liaison to Finance BP’s and other region personnel to monitor and analyze business performance
  • Prior experience leading and developing a staff
  • Position requires excellent interpersonal and communications skills, sound judgment and ability to learn quickly while working in a fast-paced dynamic environment
  • Demonstrated strong organizational skills such as project management to be successful in preparing annual budgets & plans for multiple business units throughout North America
175

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Responsible for compiling, analyzing, modeling, reviewing and interpreting relevant financial, performance and comparative data
  • Analyze, interpret, and communicate relevant financial and business trends, providing sound recommendations to drive business performance, including the identification of potential risks and opportunities
  • Drive strategic continuous process improvement in operational planning, forecasting and financial analysis, including AOP process, monthly/ quarterly forecasts, vertical reviews, and strategic plans
  • Develop in-depth comparison / bridge reports for period over period reporting
  • Develop and prepare superior financial reporting, including use of dashboards to chart performance and for use in various business reviews
  • Develop and report business updates by way of skillful project management and consultative
  • Supporting Functional and BU Leaders with in-depth analysis
  • Prepare financial presentations
  • Demonstrate appropriate understanding/working knowledge of cost accounting and financial management principles and apply them
  • Work effectively in a matrix organization across functional groups
  • Prioritize, delegate and work independently and proactively on all projects
  • Bachelor degree in Accounting or Finance AND
  • Minimum of 5 years of experience in Finance or related field OR
  • Equivalent combination of education and experience
  • Microsoft Office proficiency (Outlook, Word, Excel, PowerPoint)
  • Limited travel required, predict approximately 10-20%, but time may vary
  • Must possess strong analytical, presentation, interpersonal and communication skills
  • Must have strong understanding of financial statements and accounting concepts
  • Must be self-motivated and able to manage multiple and complex tasks in a fast paced, dynamic environment
  • Must possess a strong bias for action and be a results oriented individual
  • Proven financial modeling and database skills
  • Proven project management and consultative skills
  • Strong attention to detail with intensity around producing high quality products and meeting deadlines
  • Experience working in a manufacturing company preferred
  • This is an office-based position
176

Head of Financial Planning & Analysis Resume Examples & Samples

  • MBA or other Masters degree
  • 8 to 10 years experience, ideally in a professional services firm and with 5 or more years of management experience
  • Note – BCG’s internal title and cohort for this role is classified as a “Manager”
177

Financial Planning & Analysis Intern Resume Examples & Samples

  • High proficiency with Excel including complex formulas required
  • Experience in Excel with macros and VBA a plus
  • Hyperion experience a plus
  • Experience integrating Excel into PowerPoint for presentation purposes a plus
  • Solid grades
  • Ability to interpret data and form a perspective
178

Financial Planning & Analysis Intern Resume Examples & Samples

  • Ability to communicate clearly and effectively
  • Problem-solving skills and strong initiative
  • Team-oriented thinking with enthusiasm for continuous learning
  • Ability to access all levels and areas of the facility
  • Relationship-building aptitude
  • Problem analysis, decision making and analytical capabilities
  • Diverse background, experiences and skill sets
  • Ability to complete 10 week summer internship, 40 hours/week
  • Junior class standing or entering senior year, recent graduate OR rising MBA Student
  • Participation in school or extracurricular activities and experience in leadership roles
  • Declared major in program of study that aligns with internship project (Finance/Accounting, Business Administration, Mathematics, Physics, Computer Science, or related area of study)
  • Experience working with large data sets
179

Director of Financial Planning & Analysis Resume Examples & Samples

  • Responsible for the preparation, management, consolidation and delivery of the annual Budget and Strategic Operating Plan financials
  • Oversee all the financial analysis and reporting requirements related to new investment projects
  • Responsible for the preparing historical cost and performance reviews related to major capital projects
  • Prepare weekly, monthly and annual division income statement forecasts
  • Lead financial analysis related to all acquisition opportunities
  • Provide financial metrics, dash boards and related tools and reports to assist business. leaders to understand and make informed decisions related to key performance areas
  • Assist key functional leaders in identifying cost, performance and process improvements
  • Responsible for overall finance team management, staff development and planning. Execute staff succession and growth plans
  • Involved in the compensation planning process
  • Assist Accounting team in analyzing monthly and quarterly financial variance reports
  • Key financial liaison for Business Unit Executives, Product Line Owners and Corporate. Act as advisor and strategic partner to these groups for all financial, operational and client matters
  • Provide proactive decision making support to all stakeholders
  • Provides financial leadership and support to field level managers, supervisors and/or professional staff
  • Develops departmental plans, including business, production and/or organizational priorities
  • Bachelor’s degree in Accounting or Finance and a minimum of 10 years of related financial analysis work experience
  • 5 years of direct management/supervisory experience; including training and evaluation of staff
  • Strong accounting skills
  • Excellent computer skills including proficiency in Excel, Word, Outlook and PowerPoint
  • Proficiency in computer-based accounting applications. Experience with PeopleSoft platform a plus
  • Strong analytical, organizational, decision making, and coordination skills
  • Strong presentation skills to internal and external parties
180

Financial Planning & Analysis Intern Resume Examples & Samples

  • Advanced knowledge of MS Excel (v-lookups, pivot tables, formulas)
  • Solid organizational, written, and verbal communication skills
  • Completion of some upper division finance and accounting courses
  • Pursuing a B.S. Finance degree or MBA
181

Financial Planning & Analysis Resume Examples & Samples

  • Assist in preparation of Red Oak Sourcing annual budget and monthly forecast
  • Provide support for and participate in annual expense and travel audits
  • Assist Internal Audit as needed on financial and/or operational engagements
  • In conjunction with key stakeholders provide financial support on any and all major procurement decisions
  • Provide financial and operational support on all Red Oak initiatives
  • Prepare monthly reporting on key Red Oak business metrics
  • Prepare ad-hoc business analysis as needed
  • Bachelor’s Degree with concentration in Finance, Accounting or other related field
  • 2–4 years’ experience in Finance, Accounting, or a related field preferred
  • Working knowledge of accounting and finance principles
  • Proficiency with Excel, Access and PowerPoint, SQL knowledge preferred
  • Knowledge of Microsoft Power Suite (PowerPivot, Power Query, Power BI) desirable
  • Well-developed problem solving capabilities
  • Builds collaborative relationships and manages multiple tasks simultaneously
182

Financial Planning & Analysis Intern Resume Examples & Samples

  • Gathering internal & publicly available external financial data
  • Preparing internal financial reports for management use & other ad hoc analysis as assigned
  • On pace to achieve a Bachelor’s degree on higher within the next 24 months; prefer business related, economics, or English majors
  • Overall GPA of 3.5 or higher preferred
  • Previous work in a professional office setting a plus
  • A basic knowledge of Excel spreadsheet software required. Experience with Pivot Tables, complex formulas, and graphics a plus
  • Experience working as part of a team and independently; ability and willingness take direction from team leaders
  • Ability and willingness take direction from team leaders
183

Head of Financial Planning & Analysis Resume Examples & Samples

  • Support the planning, coordination and content of the annual Financial Operating Plan and the Long Range Forecast and related presentation materials; develop, analyze and monitor financial budget
  • Support the planning and financial analytics related to Board of Directors presentations, quarterly forecast presentations and other internal review sessions
  • Identify and analyze key business trends and issues based on actual, forecasted and budgeted data; Coordinate variance analysis, financial assessment and trend analysis of the business in support of longer range planning and transformation
  • Lead development of relevant metrics that can be utilized across UCB for tracking and trending
  • Identify and support process and analysis improvement initiatives to enhance the effectiveness of the FP&A function and improve business efficiency
  • Build in continuous improvement through teamwork and techniques acquired through experience and knowledge of industry best practice
  • Coordinate multiple projects concurrently; Lead or serve on various ad-hoc cross functional or finance teams, as needed
184

Financial Planning & Analysis Resume Examples & Samples

  • Performs advanced trend and variance analyses - incorporates data from different areas and synthesizes. Findings incorporate cross functional impacts, trends, and industry news. Translates findings into process improvements
  • Develops and provides ownership of complex short term (1 year) and provides support for long term (3 – 5 year) forecasting models. Predominantly driver based from multi-function business activity inputs
  • Able to articulate impact of analysis, modeling, business decision support on key financial measures (i.e. Gross Profit, Operating Margin, DOH, DSO, etc)
  • Responsible for weekly/monthly/quarterly reporting and updates to management team. Maintenance of KPIs for assigned area
  • Provides key support to the annual budgeting and periodic forecasting of the assigned business area including variance analysis and sensitivity testing
  • Partner cross functionally with the Regional operations and finances teams
  • 5 – 7 years’ experience in business analytics, reporting and decision support
  • Demonstrated success in leading and delivering solutions to complex business opportunities
  • Outstanding analytical skills (numerical, verbal)
  • Strong Strategic Planning, Financial and Operations / Business Background. Not purely financial background required
  • Budgeting and forecasting experience a plus
  • Must be self-driven and very motivated
  • Must be comfortable working in an ever changing environment and working with constantly changing priorities
  • Leads and directs the work of others across the company, without direct organizational line of authority
  • Position also requires strong interpersonal skills, discretion, diplomacy, and judgment
185

VP of Financial Planning & Analysis Resume Examples & Samples

  • Serve as trusted advisor and “hands-on” business partner to company management
  • Support new business development, through insightful business case analysis
  • Lead preparation of the annual financial budget and financial forecasts (as necessary)
  • Lead preparation of the monthly financial report and executive dashboards to management
  • Provide financial support and decision support to company management
  • Prepare variance and trend analysis, and provide proactive recommendations for addressing variances to budget
  • Assist with special financial and business related studies and work with other departments in preparing analyses
  • Detailed understanding of financial budgeting and forecasting concepts and modeling
  • Advanced business case analytic skills (Investment scenario modelling, New business development)
  • Executive level presentation and PowerPoint skills
  • Strong critical thinking skills, with an ability to identify trends in financial data and develop creative solutions to address negative trends
  • Ability to organize and analyze large datasets
  • Excellent written and oral communication skills, including the ability to effectively communicate with senior management
  • Ability to manage multiple priorities in a fast-paced environment
  • Minimum of 15 years of experience in financial management and business operations with increasing responsibilities for multi-faceted direction and strategic planning
  • Prior experience in a senior finance leadership position required
  • Experience in the financial software services industry required
  • Experience handling merger and acquisition analysis and due diligence
  • Experience with planning and analysis software tools (experience with Adaptive Planning software a plus)
  • Experience managing an FP&A organization in a large, dynamic company
  • Solid understanding of GAAP and financial statements
186

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Support quarterly forecasting, annual budgeting and long range planning for the EMEA region
  • Maintain and enhance efficiency of internal financial reporting processes
  • Support strategic planning and review processes
  • Help drive accountability and visibility throughout the organisation
  • Assist the Global Treasury function as the local point of contact
  • 4+ years in a finance function, FP&A experience essential
  • Accounting qualification (ACA, ACCA, CIMA) desirable
  • Advanced knowledge of Excel essential
  • Strong communicator and collaborator
  • Able to work comfortably under pressure and meet tight deadlines
  • Knowledge of Workday is a plus
187

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Create annual budget and monthly forecasts
  • Integrate and coordinate overall reporting of monthly forecast for broader CAO functions
  • Analyze monthly results and provide feedback to the CFO and LOB management
  • Monitor CAO headcount and expense targets, creating senior level reporting
  • Support CCB wide expense initiative program and reporting
  • Cross train and act as back up & support across broader CAO finance functions
  • Participation in CAO and CB wide projects such as new market entry, process improvements, forecast automation, etc
  • Ad Hoc analysis and reporting potentially including Discounted Cash Flow analysis
  • 2-4 years of successful finance and/or analytical experience preferably in Retail Financial Services
  • Proven analytical and modeling skills
  • Experience in preparing reports detailing performance
  • Ability to Multi-task
  • Ability to successfully work in a team setting and build effective partnerships
  • Knowledge of the P&L and core performance drivers a plus
188

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Support (design/ modify) the monthly/quarterly reporting around revenue/expense, headcount, balance sheet, sales volume and new sales as per business requirements
  • Assist in preparation of insightful, high quality Senior Management presentations
  • Partner with business P&A/ LEC teams (onshore/ local) to understand and deliver on various requests
  • Strong team/ people management skills
  • Ability to research issues/problems and provide a 'solution-based' approach
  • Knowledge of Essbase would be an added advantage
189

Financial Planning & Analysis Director Resume Examples & Samples

  • 10 + years FP&A experience
  • Ability to think creatively, highly-driven and self-motivated
  • Excellent analytical and problem solving skills required
190

Director of Financial Planning & Analysis Resume Examples & Samples

  • Excellent problem solving and critical thinking abilities
  • Strong analytical capabilities and attention to details
  • Experience in working in a highly flexible and fluid organization
  • Previous airline experience preferred but not required
  • Advanced Microsoft Excel proficiency
  • Database and/or Visual Basic (or similar) experience a plus
  • Experience creating reports or working with various BI tools a plus (i.e., QlikView, Hyperion, Tableau)
  • Must pass a year background check and year pre-employment drug test
191

Financial Planning & Analysis Intern Resume Examples & Samples

  • In pursuit of Bachelors Degree in Business, Finance , Accounting or other related disciplines from an accredited College or University
  • Excellent academic standing
  • In pursuit of a Masters degree in Business, Finance, Accounting or other related disciplines from an accredited College or University
  • Strong written and oral communications skills
  • Self-motivated; able to take ownership of assignments, develop work plans and proactively seek feedback to ensure objectives are aligned and met
  • Team player; able to succeed in a dynamic, fast paced environment
192

Financial Planning & Analysis Intern Resume Examples & Samples

  • Review and analyze operating, depreciation & lease, and capital forecasts compared to the budget
  • Consolidate variance drivers for the forecast to budget in a concise manner for IT Executive Leadership
  • Validate accurate data entry by organizations and provide support to teams if any discrepancies are identified
  • Present findings to IT Executive Leadership
  • Provide training and guidance to finance teams Depreciation & Lease analytics and financial development and modeling
  • Contributing to a designated project or initiative to meet a KP business objective
  • Report development and analytics
  • Project management - planning, execution, and measurement
  • Learning new applications needed to complete assignments or support the execution of business objectives
  • Job shadowing in other functional areas
  • Performing additional duties as required
  • 0 GPA or above
  • Proven ability to build effective working relationships as well as strong interpersonal skills
  • Ability to learn quickly and experience producing high quality work in short periods of time
  • Desired majors: Finance, Business Administration or related
  • Intermediate to advanced proficiency with MS Excel a plus
193

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Day-to-day GCB FP&A interaction with AU FP&A, Regional teams and business as appropriate
  • Participation with the business in the Annual budget, forecasting and functional cycles
  • Ideally 5+ years experience with banking/corporate background
  • Relevant finance degree, or similar that shows close connection to FP&A activities
  • Other post-graduate qualifications desirable but not essential
  • Superior Excel and PowerPoint skills; Solid other Office product skills
  • Good understanding of Consumer Banking Products
  • Strong communication and interpersonal skills; Strong relationship building skills
  • Proven ability to prioritize and be deadline driven
  • High attention to detail and accuracy with good use of experienced judgment
  • Honesty, integrity and independence
  • Detailed knowledge of Citi Finance Systems and architecture, particularly those systems directly linked to the FP&A Function
194

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Active dialogue with business partners to find opportunities and influence decision making
  • Develop, maintain and enhance analytical models to determine optimal profitability/financial impact of commercial initiatives and present findings to executive management
  • Analyze large datasets and improve existing/create new analyses to provide analytical insights and recommendations to enable continuous, measurable improvement of campaigns and sales events
  • Analyze the overall business, perform root cause analysis, and identify best practices
  • Partner with Operations & Commercial teams to successfully implement tests, measure results, and make collaborative recommendations
  • Prepare budgets, forecasts and reports utilizing the most efficient tool available
  • Lead recurring meetings with senior management to discuss business results and offer insights on opportunities to improve performance
  • Create ad hoc reports utilizing reporting and analysis tools
  • Additional duties and projects as assigned
  • Bachelor’s Degree in relevant field (e.g., finance, economics, business, engineering). MBA preferred
  • 5 years’ experience in FP&A and/or highly analytical role with clear knowledge of commonly-used concepts, practices, and procedures within finance
  • Strong business acumen coupled with exceptional analytical, problem solving and influencing skills
  • Passion for turning data into actionable insights and strong ability to tell stories with data
  • Excellent communications skills and the ability to interact with executive management
  • Ability to develop effective working relationships across the company’s operations
  • Proven record of results in highly analytical, ambiguous and complex business settings
  • Highly organized and detail-oriented with proven ability to multi-task
  • Self-motivated, independent and resourceful
  • Extremely proficient in MS Excel, MS PowerPoint, SQL. Experience in Tableau helpful
195

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Strong analytical capabilities and exceptional financial modeling and analysis skills
  • Balance sheet, cash flow and income statement model consolidation experience required
  • Knowledge and application of sound accounting principles
196

Financial Planning & Analysis Intern Resume Examples & Samples

  • Financial data collection and analysis
  • Assistance in expenses’ forecasting & budgeting
  • Analysis of purchase orders raised by local GE Businesses
  • Support of the Finance Team in course of Performance metrics collection, analysis & submission process
  • Support of the Finance Team in various HQ Requests processing
  • Support the Finance Team in course of administrative activities
  • Undergraduate with major in Finance or Economics
  • Strong knowledge of accounting
  • Ability to work at least 30 hours per week in a dynamic, changing environment
  • English not lower then upper-intermediate (written & business)
  • Excellent organization and communication skill
  • Energy and enthusiasm
  • Proactive, ability to operate effectively with minimal guidance
  • Eligible to work in Russia
197

Director of Financial Planning & Analysis Resume Examples & Samples

  • Communicate with internal stakeholders (Department VPs, VP Treasurer, CFO and Co-President),
  • Oversee the Financial Planning and Analysis (FP&A) activities of the company
  • Oversee the preparation of financial reports and analysis for operating departments, Finance Department, Audit Committee and Board of Directors
  • Supervise and manage the Financial Analyst and FP&A Operations Analyst
  • Oversee all financial planning, forecasting and analysis
  • Develop and monitor annual operating and capital expenditures budget
  • Maintain quarterly forecasts including 5 year model and liquidity needs
  • Responsible for monthly and quarterly reporting and analysis, including leading operational and department meetings
  • Partner with and assist Accounting department with monthly and quarterly close and external reporting (including 10K and 10Q)
  • Responsible for internal P&L flux package which is provided to Audit Committee and Board of Directors and used to write MD&A in the 10K/10Q and earnings & guidance release
  • Calculates store and regional incentive compensation quarterly
  • Oversees new store model, ROI and sale-leaseback analysis and competitive analysis
  • Oversees daily and weekly sales reports for operating departments and executive management
  • Provide financial modeling and financial analysis for ad hoc projects
  • Bachelor’s degree in Finance/Accounting/Business required; Master’s degree is a plus
  • 10 years minimum of analytical and/or modeling experience required
  • 3 years minimum management experience
  • Experience in retail and FP&A required
  • Excellent written/verbal communication and organizational skills
  • Ability to work effectively under stringent deadlines and strong analytical skills
  • Strong Microsoft Office skills, especially Microsoft Excel skills required
  • Experience with report writing tools such as Business Objects is a plus
  • Teamwork skills, ability to work in cross functional teams
198

Director of Financial Planning & Analysis Resume Examples & Samples

  • Drive all aspects of FP&A, including annual budget, long-term financial planning, variance analysis, and short-term forecasting for the business unit
  • Partner with leadership to develop models, systems, and processes
  • Support Divisional CFO in overall Financial Management of the Division
  • Evaluate current systems and processes and recommend appropriate value-added changes to enhance systems and information
  • Drive the monthly performance reporting activities, including commentary on performance compared to prior year results and to forecasts
  • Develop presentations and materials for the CEO, CFO and board of directors
  • Ensure accounting transactions and month-end closing requirements are effectively completed in accordance with U.S. GAAP and company policies
  • University graduate with a degree in Finance, Accounting or related degree
  • Understanding of U.S GAAP
  • Strong financial background and solid accounting understanding - general ledger, budgeting, forecasting, financial statement analysis and project analysis
  • At least 10 years of progressive experience within finance and accounting
  • Demonstrated aptitude for technical finance, accounting, and process improvement
  • Knowledge of Cognos/Hyperion products
199

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Compiles and analyzes financial information and trends for assigned organization and communicates results and recommendations to Sr Management
  • Develops and maintains processes/reports to track key business metrics, analyzes and interprets data
  • Summarizes and presents this financial data to senior managements as well as make recommendations based on data
  • Drives enhancement of policies, procedures and business practices that improve efficiency within the function and the business
  • Develops and maintains integrated financial statement plans and forecasts
  • Acts as a consultant to help the business clients understand the financial impact of their business decisions, providing value added alternatives with accompanying analytics
  • Identifies, drives and measures cost reductions and efficiency gains
  • Collaborates with operations personnel to measure Key Performance Indicators
  • Liaisons with Enterprise Finance Organization to ensure financial data quality
  • Conduct ad hoc analyses as required
  • 7+ years of experience as a Financial Analyst
  • Advanced experience in MS Excel and Power Point
  • Solid experience SAP / HFM
  • SAP/Oracle knowledge is a plus
  • IT Finance experience a plus
200

Financial Planning & Analysis Intern Resume Examples & Samples

  • Monthly and Quarter Closing
  • Planning and forecasting (budgetary processes)
  • Analyzing expenses and preparing expense reports for local management
  • Variance analysis on revenue and expenses
  • Assisting on reporting preparation
  • Developing and maintaining all FP&A policies and procedures
  • The intern will also need to create and manage a project of his/her own
201

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Performs trend and variance analyses - incorporates data from different areas and synthesizes. Findings incorporate cross functional impacts, trends, and industry news
  • Supports process improvements and strategic initiatives within functional area. Proven ability to analyze business process and provide suggestions for improvement
  • Able to articulate impact of analysis, modeling, business decision support on key financial measures (ie Gross Profit, Operating Margin, DOH, DSO, etc)
  • Responsible for weekly/monthly/quarterly reporting and updates to management team. Aides in development of new reports; responsible for complex reporting processes on key functional KPI's. Owns communication and analysis associated with reporting efforts
  • Provides support to the annual budgeting and periodic forecasting of the assigned business area including variance analysis and sensitivity testing
  • Supports functional and cross functional projects and is able to implement process improvements within functional area
  • Perform other job duties as required
  • 3-5 years experience in business analytics, reporting and decision support
  • Demonstrated success in identifying areas for business improvement
  • Strong business acumen
  • Strong administrative, organizational and relationship skills
  • Excellent writing and communication skills are required
  • Strong teamwork ethic, positive proactive flexible attitude ability to take complete ownership of responsibilities
  • Ability to work under pressure and time constraints as well as handle a number of tasks simultaneously required
  • Advanced skillset in Microsoft Office including Excel, PowerPoint, Word, Access and related software applications
202

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Bachelor’s degree in Finance, or Business Management or related field
  • At least 5 years of leadership experience
  • Ability to collaborate and work across Property functional areas as well as lead and manage the activities of Analysts
  • Deep subject matter expertise in hospitality finance
  • Excellent customer skills
  • Have interpersonal skill to deal effectively with all business contacts
  • Strong Microsoft Excel and PowerPoint skills
  • Able to effectively communicate in English, in both in written and oral form
203

Financial Planning & Analysis Intern Resume Examples & Samples

  • Reporting of financial progress to senior leadership through the use of business intelligence software, MS Excel and PowerPoint
  • Work with financial, accounting, operational, sales, and supply chain team members to help improve management understanding of the business and foster better decision making
  • Assist with preparation of various dashboards and reports to present actionable insights and recommendations
  • Develop financial forecasts to support budgeting and capital allocation decisions
204

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Minimum graduated from Bachelor’s Degree in Finance and Accounting
  • Minimum 3 years of experience in Finance or relevant role
  • Strong in Microsoft Office and Excel
  • Experience in financial management and project management will be added advantage
  • Experience in commercial finance within FMCG industry
205

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Bachelor's degree (B.A. / B.S.) in Accounting, Business, Finance or related field or the equivalent combination of education and experience
  • At least 5 years of combined financial analyst experience and related financial systems and reporting experience
  • Advanced Microsoft Office skills, particularly Power Point
  • At least 5 years financial reporting experience is preferred
  • Previous supervisory or management experience is preferred
206

Head of Financial Planning & Analysis Resume Examples & Samples

  • 10+ years of Financial Planning & Analysis experience out of the Financial Services industry
  • Previous experience with: Budgeting; Forecasting; Planning; and, Financial / Trend / Variance Analysis
  • Microsoft Excel proficient
  • Solid analytical and research skills
  • Excellent communication skills (written and verbal)
207

Financial Planning & Analysis Resume Examples & Samples

  • Execute expense reduction initiatives across CBB
  • MBA (Finance)/ Chartered Accountant with minimum 2+ years of post qualification experience
  • Experience in Retail / banking industry preferred
208

Director of Financial Planning & Analysis Resume Examples & Samples

  • 7+ years of financial planning & analysis experience required, preferably for a publicly traded company
  • Robust knowledge of financial forecasting & financial analytics & modeling
  • Proven leader of high-performing teams
  • Highly effective communication skills with the ability to clearly and concisely articulate ideas, analysis and recommendations across all levels
  • Ability to communicate effectively with senior executives
  • Excellent planning, organizational and project management skills
  • Effective collaborator, builds cross-functional working relationships
  • Strong work ethic, high integrity
209

Financial Planning & Analysis Accountant Resume Examples & Samples

  • Generates and posts journal entries, verifies monthly balances and performs various analytical procedures for various entities and accounts
  • Assists in analysis and reporting of consolidated financial results
  • Assists in the monitoring of global reporting and follows up with global team as necessary
  • Participates in compliance reviews/audits of Sarbanes-Oxley programs
  • Evaluate and recommend improvements to management processes, controls, and testing programs to improve overall control environment compliance, efficiency and supportability
  • Participates in process improvement activities
  • Communicate proactively to Supervisor work progress, audit status, results and observations, and improvement ideas
210

Director of Financial Planning & Analysis Resume Examples & Samples

  • In depth knowledge of government programs, including Medicaid and Medicare
  • Highly proficient in MS Excel and financial modeling
  • Working knowledge of healthcare payment reform initiatives, quality ratings and risk adjustment factors
  • Creative approach to problem solving
  • Collaboration and consensus-building
  • Self-starter and self-motivator
  • Ability to dig deep into the details but present high level findings to business partners
  • Ability to influence both horizontally and vertically within the business
  • Ability to drive change
  • Competitive drive and an unyielding desire to succeed
  • Acts with edge and will make a decision with incomplete information
  • Comfort in handling multiple projects and changing priorities in a fast pace environment
  • 5+ years of progressive financial experience directly supporting business partners
211

Head of Financial Planning & Analysis Resume Examples & Samples

  • At least 10 years of overall business experience, with a minimum of 5 years in financial planning and analysis roles
  • At least 2 years of people management experience
  • Internationally mobile for future assignments within the company
  • Strong computer software skills (Microsoft Office Suite – Word, Excel, PowerPoint)
  • MBA or MS in Finance or Accounting
  • CPA
212

Financial Planning & Analysis Intern Resume Examples & Samples

  • Work closely with the FP&A team in providing financial support to business areas through learning and participating in the major FP&A responsibilities, including financial analysis, budgeting and forecasting
  • Expected to business partner with cross department projects and be asked for some analysis help facilitate decision making for future business strategies
  • Present results to finance leadership
  • Successful interns will use financial software and systems for data query, reporting, drawing conclusions and making recommendations
  • Working towards a BS / Master degree - concentration in finance is preferred
  • Strong academic performance, minimum undergraduate GPA of 3.0
  • Excel modeling (formulas & pivot tables) and experience using and building PowerPoint presentations
  • Mature, confident, and able to work independently with minimal supervision
  • Enthusiastic team player that seeks opportunities to contribute and be part of a team
  • Has taken an accounting course
  • Strong work ethic, motivation and drive
213

Director of Financial Planning & Analysis Resume Examples & Samples

  • Develop and drive core planning processes (Quarterly, Annual, Long Range Plan) and rolling forecasts in close coordination with the CFO and executive team
  • Lead a high performance FP&A team (9 people today) as a mentor, trusted advisor, and work across all departments and influence at the C-suite/VP level down through all levels of management
  • Understand & drive insights from the full company P&L, and lead the roll-up of inputs / re-forecasts provided by the FP&A team members who own the departmental P&L’s
  • Develop & own the key company metrics and internal financial reporting tools
  • Prepare regular Board of Directors & management updates
  • Recruit & develop managers/analysts/global team members
  • 10+ years’ experience with increasing responsibilities in highly analytical, quantitative, and consultative financial positions
  • Track record of building a world class FP&A organization from start-up standard to best in class
  • Demonstrated leadership skills within the planning departments of CPG companies with highly regarded finance departments
  • Excellent facility with executive-level consultations. This requires demonstrated skills in fact-based analysis, presentation, and interpersonal interaction
  • Strong competence in quantitative analysis in complex environments
  • Comfortable operating in complex environments with limited long term visibility and less than perfect data
  • Superb attention to detail and the ability to prioritize and deliver in a fast paced environment
  • Strong interpersonal and leadership skills - able to work collaboratively & consultatively with partner business organization as well as with Finance colleagues
214

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Minimum 2+ years’ experience
  • BA/BS in Finance, Economics or related field
  • Manufacturing and / or consumer products industry experience
  • Proficiency level of Powerpoint
  • Advanced level of Microsoft Excel
  • Financial background or financial reporting experience
  • Large multi-national company financial analysis experience
  • Statistical analysis and experience
  • Can adapt easily to changing priorities and projects
  • Excellent verbal, written, and presentation skills
  • Exceptional attention to detail and attention to detail and accuracy
  • Demonstrates the highest level of confidentiality
  • Record of being a highly motivated, self-starter and committed to the organization
  • Works well independently or as part of a team
  • Detail oriented with the ability to manage multiple tasks at once
  • Has high organizational and planning ability
  • Customer sensitive and results oriented
  • Ability to interact with all levels of employees (technical and non-technical)
  • Proactively seeks opportunities to broaden and deepen knowledge base and proficiencies
  • Works well as a member of a team, shares knowledge, and collaborates well without authority
  • Pushes creative thinking through data mining and analysis
  • Development, Maintenance, Real-Time, and the Communication of forecasting templates and models that aid strategic & tactical decision-making
  • Accurate financial reporting and measurements
  • Timely reporting of global KPIs
  • Understanding of change in earning year over year
215

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Assist the VP of Finance with the preparation of monthly and quarterly and annual management reporting and analysis
  • Meaningfully compare actual results to historical results, budgets, and forecasts
  • Assess process improvement opportunities that enhance the efficiency of the FP&A processes while also increasing the informative value of the content provided to executive management
216

Financial Planning & Analysis Intern Resume Examples & Samples

  • Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectivelyAbility to work independently and take the initiative on assigned tasks and projects
  • Strong organizational skills; ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast paced environment
  • Strong technical skills, particularly MS Excel. Advanced MS Excel knowledge a plus
  • Ability to work with functional groups and different level of employees to effectively and professionally achieve results
  • Strong follow-up skills; ability to organize applicable department timelines and follow up with internal and external customer needs
  • Self-motivated; able to work independently to complete tasks and respond to department requests and to collaborate with others to utilize their resources and knowledge to identify high quality solutions
  • Pursuing Bachelor’s degree in Finance, Economics, Business Administration or other related field, or pursuing a degree in another major with a specific interest in Corporate Finance functions
217

Financial Planning & Analysis Resume Examples & Samples

  • Working manager to provide execution, oversight, and direction to all Planning, Forecasting, and analysis
  • Analyze current and past trends in key performance indicators including all areas of Revenue, COGS, Labor and Overheads
  • Serve on cross-functional teams and conduct ROI analyses on all key initiatives
  • Support Senior Management Team and Department heads across the organization with in-depth analysis
  • Develop and maintain financial models and other analytical tools (ex. Labor matrices, Actual vs. Theoretical COGS)
  • Analyze complex financial information and provide accurate and timely financial recommendations to management for decision making purposes
  • Improve performance by evaluating processes to drive efficiencies and understand ROI in labor programs, menu programs, marketing programs, new venue rollouts as well as new projects
  • Weekly, Monthly and Quarterly Financial reports
  • Implement and work with a Business Intelligence Tool, Dashboard reporting and Anaplan Planning
  • Present monthly operating review to Senior Management and Operations
  • Complete projects and ad hoc analyses as required
  • Demonstrate Topgolf’s Core Values: Fun, One Team, Excellence, Edgy Spirit and Caring
  • Progressive analytical/finance experience with a degree in accounting or finance or robust related work experience
  • Strong leadership skills required. Experience in multi-unit retail/restaurant concepts preferred
  • Must have strong presentation and verbal/written communication skills and possess an advanced level skillset in utilizing Microsoft tools (Excel)
  • Demonstrated experience developing operational models, management reporting, preparing budget and forecasts, and providing financial support to a broad set of business partners
  • Demonstrated ability to roll-up sleeves and work with in a hands-on capacity
  • Energy and enthusiasm is a must!
  • A high level of self-awareness, receptivity to change and integrity
218

Director of Financial Planning & Analysis Resume Examples & Samples

  • Manage, develop and mentor a team of four analysts
  • Analyze current and historical key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures to facilitate and support timely and definable planning and decision making
  • Provide meaningful insights into business and macro economic trends
  • Continual development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
  • Develop and refine financial models, including inter-related P&Ls, Balance Sheet and Statement of Cash Flows, to aid in the analysis and support of strategic initiatives
  • Create Power Point decks that will be presented by executive management to internal and external stakeholders
  • Advanced knowledge of Microsoft Excel, Access and PowerPoint
  • Knowledge of COGNOS, Oracle and Hyperion Smartview is a plus
  • Bachelor's Degree in Accounting or Finance; MBA a plus
  • 10+ years’ experience in Financial Planning and Analysis with progressive management experience
  • Experience in multi-unit retail/restaurant concepts a plus
219

Financial Planning & Analysis Resume Examples & Samples

  • 5-7 years technical accounting and auditing
  • Keep current with new accounting pronouncements and the impact on S&IS
  • Research accounting issues, identify applicable GAAP
  • Prepare the quarterly and year end financial statements in accordance with U.S. GAAP requirements
  • Help coordinate the annual audit process
  • Maintain effective internal controls over financial reporting to ensure compliance with Sarbanes-Oxley and accurate reporting of financial position
  • Provide technical accounting support to business operations teams on projects and new initiatives
220

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Lead Supply Chain planning and variance analysis in EPM/BPC for Americas Simple Meals & Beverage division
  • Lead EVA (Earnings Variance Analysis) process and global EPM rollout of Inflation reporting
  • Lead EPM/BPC SKU rate and overlay input as well as centralized guidance for EPM COPS processes
  • Provide FP&A support for Divisional Business Partners which include Supply Chain Managers, Brand Managers, and Divisional Finance Leads on supply chain drivers and projects
  • Participate in S&OP process and holistic Sales/Brand/Supply chain planning during planning cycles(s)
  • Support and/or lead process improvement initiatives within Global FP&A
221

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Assist with corporate cash flow modeling, and developing models and analyses to aid in the validation of existing forecasts; support strategic initiatives and assist with reviewing critical financial decisions
  • Assist with managing the G&A model for the company, including requesting budget information, updating forecast, and reporting actual results
  • Analyze financial and operational results versus forecast and plan, and forecast and actual; research variances and understand the root causes of the variance
  • Maintain and provide support for budget/forecast system and forecast models
  • Participate in the forecast/budget software implementation and development
  • Act as the liaison between Sun and outside auditors regarding all aspects of the areas of responsibility
  • Attend various meetings to disseminate financial information as needed
  • Provide financial support to the Operations department as requested
  • Other duties and special projects as requested
222

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Bachelor’s Degree in finance or accounting preferred
  • 2 plus years of financial analysis and forecasting experience
  • Public Accounting experience a plus
  • Advanced proficiency in Microsoft Office products including advanced excel skills
  • ERP proficiency
  • Demonstrated ability to influence across the organization
  • Excellent communication, relationship-building, and people skills
  • Strong team player; ability to multi-task
  • Strong Organizational skills
223

Head of Financial Planning & Analysis Resume Examples & Samples

  • Senior stakeholder management with regular CEO, CFO, and ExCo interaction
  • Continuously improving the planning process, consolidating the financials and making recommendations based on the outcomes
  • Working closely with Risk and Treasury to drive optimal stress test processes and results
  • Working in partnership with Investor Relations to ensure external messaging is accurate and appropriate
  • Leading a skilled and diverse team of professionals, all based in Edinburgh
224

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Sales planning– Develop and drive the process and tools necessary to effectively compile weekly, monthly, and annual sales plans. Synthesize business performance, promotional plans, industry data, and Marketing team input to create and communicate an informed financial outlook
  • Business partnership– Collaborate closely with the Marketing team to measure and capture financial impacts of promotional activity, pricing actions, menu changes, and other activities
  • Monthly forecast/annual budget/long-range plan oversight– Coordinate FP&A inputs to the overall P&L planning process. Review for reasonability given the state of the business and industry, performance targets, long-term initiatives, etc
  • Executive communications – Organize FP&A team inputs to create succinct, cohesive presentations to best inform senior leadership teams of monthly results, forecast updates, initiative performance, and business risks and opportunities
  • Process improvement– Continuously develop tools/systems and automate processes. Evaluate current processes and implement improvements
  • Project support and ad hoc requests– Develop and present value-added analyses to identify actionable insights and recommendations as needed
  • Leadership and coaching– Provide guidance to direct reports and other FP&A team members in best practices of financial analyses, report/project deliverables, and business communications
225

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Financial modeling– Prepare comprehensive financial models with an integrated set of financial statements, assumptions and metrics. Analyze past results and future outcomes in conjunction with market analyses to develop recommendations for changes in model assumptions. Perform sensitivity analyses to assess reasonable range of outcomes within variations of capital structure scenarios
  • Financial analysis– Perform analyses that identify, evaluate and communicate business results, trends and outlooks. Leverage tools and systems to quickly access data and present meaningful, concise information to various levels of management. Support the preparation of analysis, commentary and presentation materials for monthly business review meetings including both financial results and business initiatives
  • Business analysis - Develop and execute business analytics to provide value-added insights for concept and finance leadership. Utilizes data mining techniques to perform various business modeling and analysis
  • Project support and ad hoc requests– Develop, prepare and summarize ad hoc financial and business analytics on numerous new revenue and cost-saving initiatives, return on investment analyses and other projects as assigned
  • Financial reporting – Prepare, analyze and summarize results of businesses to understand and model impacts to balance sheets, cash flows and debt covenants for executive management and Board of Directors
  • Planning process – Prepare and direct the compilation of annual plan and present analysis of monthly forecast vs. actual results. Highlight and understand major forecast assumptions and their effects on company/concept outlook. Perform sensitivity analyses to assess reasonable range of outcomes
  • Process improvement– Continuously develop tools/systems and automate processes. Evaluate current processes, identify best practices, develop plans to reach goals and implement improvements
  • Requires a Bachelor’s degree in Finance, Accounting or related finance field
  • Requires 8 - 10 years experience in FP&A, finance or a related area. MBA or CPA preferred
  • Requires strong computer knowledge including financial systems and database applications such as Excel, Access, SQL, PowerPoint, data warehousing, data mining, business intelligence, and other financial systems; experience with MicroStrategy, Adaptive Planning and/or APT a plus
  • Ability to assimilate disparate systems to collect data in order to perform financial analysis
  • Demonstrated understanding of business operations including ability to analyze and perform root cause analysis on business trends and detailed data
  • Ability to communicate and present results to different audiences at various levels throughout the organization
226

Director of Financial Planning & Analysis Resume Examples & Samples

  • Bachelor's Degree in Accounting or Finance required; MBA, CPA, CMA highly preferred
  • 2+ years experience as Director in Finance
  • Strong leadership skills required. Experience in large corporate environment
  • Advanced Microsoft Excel, Access, PowerPoint, and modeling and report writing skills
227

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Compile property wide operations performance reporting, analyze the results and communicate findings to property management (i.e. Human Resources, Finance, Executive Management Team, and Operations.)
  • This responsibility will include the reporting and analyzing of revenue and costs generated as a result of specific events with an overall analysis of the impact or profitability of each event
  • Provide reports of statistical analysis, including information in the form of graphs, charts, and tables to Executive Management
  • Identify relationships and trends in data in the region, as well as any factors that could affect the future results
  • Analyze and interpret statistical data in order to identify significant differences in relationships among sources of information
  • Prepare data for processing by organizing information, checking for any inaccuracies, and adjusting and weighting the raw data
  • Develop and implement measurable business performance evaluations assigned according to property goals and objectives (i.e. slot play, labor analysis, marketing/promotion impact, etc.)
  • Work with the Marketing department to analyze programs to discuss potential return on investment
  • Evaluate sources of information in order to determine any limitations in terms of reliability or usability
  • Plan data collection methods for specific projects, and determine the types and sizes of sample groups to be used
  • Design research projects that apply valid scientific techniques and utilize information obtained from baselines or historical data in order to structure uncompromised and efficient analyses
  • Develop an understanding of fields to which statistical methods are to be applied in order to determine whether methods and results are appropriate
  • Provides analysis and recommendations to increase guest retention, loyalty, revenue and reduce costs
  • Responsible for overall department budgets, profit and loss statements, cost analysis, labor analysis, planning and promotions
  • Strong analytical and accounting skills
  • Computer proficiency and technical aptitude with the ability to utilize MS Word, Excel, Outlook and PowerPoint
  • Bachelor's degree (B.A. / B.S.) in Accounting, Finance, Information Systems, Business or related field from an accredited four-year college or university
  • Good oral and written communication skills; must be fluent and literate in English
  • Three to five years in marketing, planning and/or a finance environment is preferred
  • Three to five years in the gaming industry is required
  • Must possess highly developed analytical skills and the ability to think creatively about ways to analyze property operations
  • Ability to manage multiple projects simultaneously through various stages of development
  • Ability to apply concepts of basic algebra and geometry
  • Strong experience using automated systems and spreadsheets with advanced Excel experience required (Pivot tables and pivot graphs, graphing, macros)
  • Physically mobile with reasonable accommodations including ability to push, pull, carry and lift up to 25 lbs., and the ability to push, pull, reach, bend, twist, stoop, stack, crouch, kneel and balance when performing job duties in varying work areas such as confined spaces
228

Head of Financial Planning & Analysis Resume Examples & Samples

  • Degree level education
  • Qualified member of an accountancy body (ACA/ACCA or CIMA) or holder of an equivalent qualification
  • Advanced MS Office skills (particularly Excel)
  • Experience with using other reporting systems would be advantageous
  • Substantial post-qualified experience
  • Strong business partnering skills
  • Thorough understanding of P&L activity
  • Strong accounting skills, including IFRS
  • Excellent communication (oral and written) and interpersonal skills
  • Strong experience of management reporting and commercial finance covering: budgeting
229

Financial Planning & Analysis Intern Resume Examples & Samples

  • Develop a Cost Share Obligation Tracking Process – Process to track the Director’s Approval Form (DAF) and U.S. Government Cost Share commitments by Period of Performance (POP)
  • Ad hoc and special assignments and projects, as necessary
  • Strong working knowledge of Microsoft Office Excel, PowerPoint and Word
230

Financial Planning & Analysis Resume Examples & Samples

  • Oversees all aspects of financial planning and analysis for the company
  • Lead P&L, CAPEX and cash flow forecasting cycles
  • Prepares monthly, weekly, quarterly and annual management reports
  • Development of budgets, forecasts, operating plans, and analysis
  • Prepare financial reports and presentations for management and Board of Directors
  • Participate in development and implementation of process improvements
  • Analyzes reports and compares information against previous history
  • Support sales team with pipeline, backlog and monthly performance reporting
  • Improve financial status by analyzing results, monitoring variances, identifying trends
  • 5-7 years of progressive financial experience
  • (MBA) preferred
  • Microsoft Navision (NAV)
231

VP of Financial Planning & Analysis Resume Examples & Samples

  • Business Strategic Planning: Provide senior management with insights regarding financial issues that might affect operations and growth. Play a critical role in the strategic planning of the business and own long-term financial planning. Build strategic relationships with our Game Studio Creative Leaders to thoroughly understand each game team
  • Financial Reporting & Business Partnering: Timely and accurately deliver weekly, monthly, quarterly and annual reports that compare actual results to forecasts. Prepare operating plan variance analysis and forward-looking analysis to drive understanding of past and future business performance.Partner with business leaders to drive sound decision support
  • Annual Business Planning & Financial Analysis: Responsible for the company’s multi-year annual budgeting and forecasting; business analysis and cost analysis to advise our Game Studio Creative Leaders of the most effective use of assets and provide detailed headcount tracking and analysis. Analyze current and past trends in key performance indicators including all areas of bookings, revenue, cost of sales, expenses and capital expenditures. Create and maintain new game title revenue analysis based on current Glu Mobile game titles as well as using competitive trends. Ensure effective use of financial modeling processes/tools to support strategic decision making
  • Corporate Development: Review new business opportunities; provide acquisition analysis and other projects requested by senior management
  • Investor Relations: Prepare quarterly earnings investor relations presentation, haircuts to internal forecast for guidance planning purposes and prepare all supporting financial analysis to support the quarterly earnings conference call, analyst and investor callbacks and IR conferences/non-deal roadshows
  • Board Interaction: Prepare and present financial presentations to the Company, senior management, and Board of Directors
  • The ideal candidate will have 7 to 10 plus years of progressive experience leading a finance organization within a larger public company, ideally in the digital entertainment space
  • IPO and M&A transaction experience is highly preferred
  • Strong financial systems and business application skills including Adaptive Planning, Oracle, Hyperion Essbase, Excel and PowerPoint
  • Excellent communication skills with the ability to communicate effectively across cultures, departments and to senior leadership. Must be able to roll up their sleeves, be a self-starter with the ability to manage a global team
  • Working knowledge of Generally Accepted Accounting Principles (GAAP) including knowledge of finance, accounting, budgeting/forecasting, profitability analysis and cost control principles
  • Experience leading and developing a team of finance professionals to meet individual and corporate objectives
  • Thorough knowledge of advanced financial analysis processes, tools and systems
  • Drives for results, proactive problem-solving skills, ability to work independently, and the ability to deliver under tight deadlines
  • Strong analytical skills. Ability to analyze data and prepare financial projections for effective decision making
  • BA or BS degree in Finance or Economics, as well as an MBA, is strongly preferred
232

Financial Planning & Analysis Resume Examples & Samples

  • Serve as the end to end finance partner for the portfolio and product organization
  • Financial Planning & Analysis of portfolio planning and driving prudent, innovative investment
  • Optimize product development resource utilization
  • Coordinate portfolio forecasting over multiyear time horizon
  • Define, track and analyze key success metrics and cost drivers
  • Drive actionable analysis and recommendations to monetize efficiency
  • Own portfolio and product structure as means to implement simple measurement principals
  • 4-5 years working experience. Preferably within industry
  • MBA or MS Graduate degree
  • Multilingual - Mandarin
  • Strong business partnering skills; proven ability to work in a cross-functional, fast-paced environment, and to lead and drive complex operational initiatives
233

Director of Financial Planning & Analysis Resume Examples & Samples

  • Lead the corporate FP&A team, overseeing global revenue and departmental operating expense forecasting and business reporting for executive departmental leaders and the Board
  • Set a vision for executive level metrics and systems support that ensures we track, measure and optimize our business, at scale, across our product, sales and finance teams
  • Drive a unified and comprehensive process for forecasting and reporting that ensures product line profitability and sales productivity that is aligned and incorporated into our executive reporting and operational dashboards
  • Translate and interpret our financial results into operational recommendations to improve and accelerate the business
  • Partner with Restaurant/Retail Sales and Marketing on our go-to-market sales model including coordinating on monthly sales forecasts, consulting on sales commission plan design/cost, proposal modeling, and advising on productivity metrics
  • Partner with our Business Operations team to drive and manage an efficient, effective and comprehensive process for the Annual Operating Plan that links to company strategic objectives and evolves our understanding of budget accountability as we enhance our three statement (IS, BS, CF) operating model
  • Provide proactive business partner support to the G&A (finance, IT, legal, HR, admin, and facilities) and R&D functions
  • Provide financial modeling, financial analysis, due diligence and valuation support for acquisitions and other ad-hoc financial projects
  • Support Senior Management with all presentations and analyses including Board of Director's presentations
  • Minimum of 8 years of experience within finance, preferably within SaaS or technology company environments
  • Demonstrated track record in building and developing superior finance teams with best practices in a high-growth, high change environment
  • Demonstrated outstanding financial leadership skills and expertise with an emphasis on translating financial insights into operational recommendations
  • An excellent manager with experience in leading and mentoring direct reports to ensure professional development and performance
  • Ability to work in a down-to-earth, entrepreneurial culture
  • Strong quantitative, analytical problem solving skills
  • Passion for using data to drive better decision making
  • Ability to build partnerships with all levels of management, cross-functional business partners and with corporate functions
  • Excellent presentation and communication with C-level executives
  • Ability and willingness to be hands-on and dive into the detail
  • Experience with Microsoft Power BI, AX Dynamics, CRM and/or other robust financial & business intelligence systems a plus
  • Strong Excel Experience
  • MBA, CPA and/or experience in investment banking, management consulting, and/or the public accounting that supported national and global customers is preferred
234

Financial Planning & Analysis Resume Examples & Samples

  • Lead and manage budgeting and planning processes for the firm as well as manage a team of 4-6 individuals responsible for supporting the forecasting and planning needs for shared service functions. Shared service functions include Marketing, Technology, Operations, Finance, Human Resources, Risk, Legal, Compliance and Executive
  • Prepare monthly forecast updates for Nuveen senior leadership synthesizing input from other finance business partners, applying thoughtful perspective to ensure consolidated results are reasonable
  • Develop and maintain Nuveen operational and financial model to support long term planning efforts. This includes schedules reconciling monthly AUM and income statement. Periodic sensitivity analysis including cash flow analysis will be required
  • Serve as a central point of contact for all Nuveen forecasting and planning issues. This will include liaising with Nuveen senior finance and executive leadership to facilitate the planning process as well as TIAA finance partners for purposes of CEO and board reporting
  • Manage and coordinate the delivery of strategic and operational projects
  • An MBA or other advanced degree from a leading university strongly preferred
  • Minimum of 8 years of financial planning and analysis experience with a proven track record providing finance leadership and managing teams
  • Analytical aptitude and strong financial acumen with excellent financial modeling skills
  • Significant level of maturity and the ability to interact with and present to senior leadership
  • Highly organized, strong attention to detail and ability to multi-task
  • Demonstrated experience leading complex projects and coordinating activities with various functional teams
  • Strong preference for experience within an independent asset management firm or multi-faceted financial services business with a large asset management operation
  • Exceptional communication skills, both verbal and written
  • Strong presentation skills with thorough knowledge of MS Excel and PowerPoint
235

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Preparation of assigned areas of Group Enterprise monthly reporting, ensuring reliability and consistency of key financial information outputs delivered to Enterprise Leadership team and other key Group partners
  • Delivery of quarterly Investor Relations information for Enterprise, including co-ordination of key inputs, preparation of briefing packs and ad hoc queries from the IR team
  • Support key forecast processes, cycles and submissions for Group Enterprise
  • Establish effective collaborations with key business divisions to support provision of accurate and timely information and enable higher levels of insightful analysis
  • Assist in preparation of CEO Review packs, ad hoc queries and provide ongoing support for wider Group Enterprise Finance team
236

Director of Financial Planning & Analysis Resume Examples & Samples

  • Direct the FP&A team in the creation of long range plan, budgets, and monthly financial forecasts (including balance sheet/cash flow forecasts)
  • Proactively provide senior leadership insight and actions for sales, margins, and cost
  • Create new analyses and actions to ensure leadership has a clear understanding of the significant financial issues that impact profitability. Provide recommendations to negate identified financial issues
  • Prepare regular Board of Directors & management updatesAnalyzes capital expenditure requests and return calculationsRecruit, develop and retain a FP&A team that delivers performance excellence (team of 5)
  • Bachelors Degree in Finance/Accounting
  • 7-10 Years experience, prior experience in retail/direct sales industry beneficial
  • Lead work in collaborative style, become a sought-out partner, and continuously evaluate the impact of our activities on others
  • Creative thinking to analyze, evaluate and draw the appropriate conclusions from multiple business and data relationships and interactions
  • Excellent PC skills with ability to design and maintain complex financial models and to create high quality financial presentations
  • Broad and deep understanding of complex financial concepts to include: accounting theory and practice, present and future value, return on investment, financial leverage, discounted cash flow, fixed and variable relationships
  • Ability to gather, manipulate, and manage large amounts of data from a variety of sources, understand complex relationships of the data and draw conclusions to recommend the best course of action
  • Ability to summarize business results clearly and concisely both orally as well as in writing
  • Highly motivated, participative team player that can provide financial leadership
  • Demonstrated management skills and ability to direct staff in managing multiple projects and deadlines
  • Providing the opportunities and tools direct reports need to grow and gain the skills and knowledge needed to realize their potential
237

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Consolidate forecasts and budgets, performing trend/variance and profitability analysis around revenue, expense, capital expenditures and other related areas
  • Prepare financial and business related templates, analyze and research in such areas as financial and expense performance, rate of return, depreciation, working capital and investments
  • Compile and prepare reports, graphs and charts of data developed
  • Assist with special financial and business related studies and cooperate with other departments in preparing analyses
  • Analyze and investigate P&L and BS variance between plan/forecast and expected results
  • Issue identification and problem resolution to ensure attainment of commitments and objectives
  • Prepare various ad hoc analysis and projects to assist with the management of the business
  • Develop various models and reports to enable operational tracking and improvement including driving and reporting on cost saving initiatives
  • Bachelor’s degree in Finance, Accounting or related field
  • A minimum of 3 years of financial analysis experience
  • Advanced skills using MS Excel
  • Knowledge of Hyperion Financial Management and ERP systems
  • Advanced analytical and problem-solving skills
  • Excellent written, verbal and presentation skills with various internal stakeholders
  • Must be eligible to work in the United States for any employer
  • A CPA or CMA
238

Financial Planning & Analysis Resume Examples & Samples

  • Building financial models that will empower senior leadership to make effective decisions about the company’s cost base and revenue projections
  • Partnering with key business areas to perform strategic analysis and modeling to help inform department specific spending and business decisions
  • Preparing and delivering daily, weekly and monthly management reports to key constituents, including value adding commentary highlighting key issues and/or perspectives
  • MBA and/or Bachelor's Degree in Business, Finance, Accounting, Statistics, or a related field
  • 3-7 years of experience in finance and/or strategic analysis
  • Self-starter with a high level of intellectual curiosity
  • Investment banking, private equity, or corporate finance experience preferred
239

Director of Financial Planning & Analysis Resume Examples & Samples

  • Synthesize, summarize and provide critical thinking for senior executives on financial matters across the company’s various business units
  • Prepare all capital budgeting and reforecasting, including cash/working capital
  • Drive integration of financial information and analysis with business unit leaders to identify smart actions and mitigate any potential risk
  • Be a “truth seeker” who will identify inconsistencies within the business units and set standards for budgeting, performance metrics and reporting
  • Prepare ad-hoc analysis for senior executives
  • A minimum of 8-10 years relevant experience in Financial Planning & Analysis, Accounting, consulting, and/or investment banking
  • Strong project management skills, results-driven, adaptable with ability to manage multiple priorities and meet deadlines
  • Pursuer of high integrity data and information
  • Strategic thinker with a keen understanding of value creation
  • Creative and innovative problem-solver
  • Ability to think as easily at 60,000 feet as at the granular level
  • Naturally thinks and acts like an owner
  • Ease in working with people up and down the organization hierarchy
  • Naturally adaptive to different audiences
  • Diplomatically assertive
  • Strong sense of integrity and ethics. Values entrepreneurialism. Demonstrates strong
  • Intellectual curiosity; always seeking new approaches and challenging the organization to new levels of success
  • Excellent written and verbal and communication skills
240

Financial Planning & Analysis Resume Examples & Samples

  • Working knowledge of Reporting tools like Essbase, etc. (Expertise prefered)
  • Basic understanding of allocation process
  • Knowledge of Financial markers will be an advantage
241

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Responsible for updating corporate financial statement forecast in partnership with senior management
  • Assist with modeling potential acquisitions and other transactions
  • Assist with quarterly earnings materials
  • Conduct financial analysis on firm’s business units and corporate functions
  • Create and assess complex financial models
  • Aid in the preparation of strategic plans for various support groups
  • Review fund management fee and carried interest calculations
  • Participate in calls/meetings with buy-side and sell-side research analysts; along with institutional investors
  • Proficient with Microsoft Office applications
242

Manager of Financial Planning & Analysis Resume Examples & Samples

  • 8+ years experience in FP&A
  • Bachelor’s degree in Finance, Accounting or related finance field
  • Has a growth mindset, and has worked in fast-paced environments, with the ability to quickly adapt to change
  • Strong knowledge in financial systems and database applications such as Excel, PowerPoint, data warehousing, and data mining
  • Exhibit flexibility and willingness to take on new responsibilities and assignments
243

Financial Planning & Analysis Analyst Resume Examples & Samples

  • 1+ year of Financial Planning and Analysis experience
  • Bachelor’s Degree in Accounting and/or Finance
  • Previous experience with Budgeting, Forecasting, Planning, Financial Reporting, and Modeling
244

Financial Planning & Analysis Intern Resume Examples & Samples

  • Assist with financial modeling
  • Assist financial performance metric reporting
  • Assist with month-end financial reports
  • Assist with the setup required to produce financial reports due to the migration to our new accounting system
  • Assist with various ad-hoc projects
  • Administrative support on Special Projects as assigned to drive improved financial results and efficient and effective allocation of resources
  • Applicants should be Business, Finance, or Accounting majors with proficiency in Microsoft Office applications
  • Business, Finance and/or Accounting major
  • Attention to detail, the ability to multi-task and excellent communication skills are all essential to this position
  • Ability to work 7 consecutive (40 hrs.) weeks between July and August 2017
  • Strong writing and analytic skills
  • Undergraduate or graduate student majoring in business administration, finance, or accounting. Minimum 3.0 program GPA on a 4.0 scale
  • Related coursework is a plus
  • Ability to work in a team Strong sense of responsibility, ownership and pride in delivering quality results, and understanding the business impacts
  • Must be data oriented and have proven ability to interpret and synthesize data, making recommendations to drive business decisions
  • High sense of urgency and ability to work independently. Must adapt well to change and demonstrate the ability to develop and implement process/system improvements
  • Strong attention to detail and the ability to handle multiple projects and tasks simultaneously with a positive approach while meeting aggressive deadlines
  • Must be able to lift-up to 20 pounds occasionally
  • Must be able to walk, sit, stand, balance, reach with hands and arms daily
245

Head of Financial Planning & Analysis Resume Examples & Samples

  • Full oversight of the team responsible for maintaining the regularly updated and technically complex long-term divisional funding model. This will include developing an in depth understanding of all inputs, driving forward improvements to the model and being the key representative of finance in dealing with non-finance divisional heads to verify / challenge assumptions to ensure all modelled outputs are robust and accurately reflect underlying business trends
  • Key finance representative in leading ad hoc tailored modelling exercises to ensure appropriate rigour and challenge is provided to the assessment of new commercial opportunities on an efficient and timely basis. This will include, but not be limited to, analysing new market expansion, pricing, new partnership arrangements, rights opportunities and multi-channel sales expansion strategies
  • Develop framework / standardised methodology to assess return on investment of product, capital and operational initiatives which is commonly understood and adopted across all departments within the division. Once established lead the ongoing monitoring / reporting of ROI metrics against this agreed framework throughout the project lifecycle to analyse performance and determine future prioritisation. To include being proactive in driving business solutions with appropriate stakeholders where a project is not delivering in line with original expectation
  • Ownership of team producing the monthly reporting, in year reforecast and full year budget cycle for all elements of gross margin (including challenging / obtaining buy-in from non-finance teams on the forecast inputs & KPIs that drive financial outputs). To include the following areas
246

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Create performance dashboards and reports that monitor business productivity and efficiency on a regular basis
  • Help develop and improve the company’s business data and collection processes for efficient reporting
  • Applies a thorough, advanced level knowledge of clinical and financial analysis and knowledge of systems technology to identify and design solutions within the decision support and quality systems
  • Help provide financial analysis on all matters of potentially significant financial impact to the company, including investment returns, cash flow, product line evaluation, and capital additions
  • Prepare, monitor, and report financial and operational performance by service line and payer
  • Assist in developing operating and capital budgets
  • Assist monthly financial close in identifying variances by department and following up on corrective action with appropriate personnel
  • Support audit and OSHPD inquiries
  • Prepare and audit monthly metrics reports
  • Provide Ad Hoc reporting and analysis
  • Assist in the design and creation of reporting tools and new financial reports
  • Partners with various lines of business and departments to help manage change, and understand the operational impact while delivering projects timely
  • Gathers, develops, coordinates, and maintains business requirements for various projects and/or systems from initial phase to final implementation
  • Maintain and communicate project status reports and tracking
  • Collaborate with other business areas to provide subject matter expertise and assistance as applicable
  • Medical, dental, vision insurance
  • Paid time-off
  • Life insurance
247

Director of Financial Planning & Analysis Resume Examples & Samples

  • 10+ years of accounting/finance experience with 5+ years of management experience
  • Bachelor’s degree or higher (MBA preferred)
  • Demonstrated
248

Financial Planning & Analysis Analyst Resume Examples & Samples

  • Assist the Finance Director with the preparation of daily, weekly, monthly and quarterly management reporting and analysis including establishing disciplined processes related to requirements and timelines, preparation, automation initiative, analysis and distribution
  • Support decision making processes with ad-hoc reporting; querying and analysis related to a wide range of areas including revenue, profit/margins, operating expenses, EBIT, cash flows, headcount at various business group levels, consolidated entity, regions and individual branches
  • Assist in month-end close processes and reporting (incl. journal entries)
  • Responsible for monthly, quarterly, and annual sales commission and incentive calculations
  • Develop and deliver regular financial reporting and presentation materials which are shared with CE Executive Leadership that are timely and accurate
  • Cross-functional interaction with MidSouth’s Finance Team, HR, and other business segments
249

Manager of Financial Planning & Analysis Resume Examples & Samples

  • Manage annual budget process; Working closely with other senior leaders. Prepare monthly and quarterly analysis
  • Develop reports for executive leadership, providing business insight on trends and analysis for business units and corporate
  • Responsible for cash management and cash forecasting
  • Work closely on ad-hoc finance projects, including potential acquisitions
  • Supervise finance staff of 2
  • Manage group meetings present finance reports to senior leadership team
  • CPA and/or MBA preferred
  • Minimum of 5 years’ experience in budgeting, reporting, and analysis
  • Solid accounting/finance background
250

Director of Financial Planning & Analysis Resume Examples & Samples

  • POS System support including: Cash Interface, Credit Card Interface, Information Support & Business Intelligence
  • Financial, Operational and Marketing Analysis including: Restaurant Analysis, KPI’s, Balance Scorecard & Business Intelligence including fraud detection and reporting
  • Accounting Support
  • Responsible for Treasury including Restaurant Banking, Cash Forecasting, Daily Cash Control & Oversight
  • Managing of finance team to include, but not limited to sr. financial analyst
  • 7 to 10 years of Finance related field experience
  • Minimum 1 year of management experience
  • Preferred experience in the restaurant, food and beverage or hospitality industry