Financial Planning Analysis Resume Samples

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Z Walter

Zula

Walter

85456 Hillard Light

Philadelphia

+1 (555) 611 4161

85456 Hillard Light

Philadelphia

Phone

p +1 (555) 611 4161

Experience Experience

New York, NY

Financial Planning & Analysis

New York, NY

Lueilwitz Inc

New York, NY

Financial Planning & Analysis

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

Los Angeles, CA

Financial Planning & Analysis Analyst

Los Angeles, CA

Schowalter, Abshire and Walsh

Los Angeles, CA

Financial Planning & Analysis Analyst

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

present

San Francisco, CA

Director of Financial Planning & Analysis

San Francisco, CA

Metz Group

present

San Francisco, CA

Director of Financial Planning & Analysis

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

Education Education

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

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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

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

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

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*

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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%

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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%)

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

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

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)

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

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

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

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

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

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)

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

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