Financial Planning Analyst Resume Samples

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MF
M Feeney
Marco
Feeney
32115 Olson Inlet
Philadelphia
PA
32115 Olson Inlet
Philadelphia
PA
Experience Experience
02/2015 – present
Dallas, TX
Senior Financial Planning & Analyst
Senior Financial Planning & Analyst
02/2015 – present
Dallas, TX
Senior Financial Planning & Analyst
02/2015 – present
  • Develop report formats and analytical models that assist in forecasting of Working Capital and Cash flow
  • Develop and implement management warning/ monitoring systems in key areas or high business impact areas such as Key OH spending, Capital spending
  • Create PowerPoint presentations summarizing the results of analyses and present the results to Management
  • Assist in the development, preparation and consolidation of monthly financial forecast and annual plans
  • Coach and develop a team
  • Play a major role in develop budget, forecast and 3-5 years plan
  • Prepare company monthly financial and management reports
05/2010 – 08/2014
New York, NY
Senior Financial Planning Analyst
Senior Financial Planning Analyst
05/2010 – 08/2014
New York, NY
Senior Financial Planning Analyst
05/2010 – 08/2014
  • Responsible for generating monthly reports, including productivity and variance reporting
  • Forecasting and tracking of CCS WHQ major program restructuring expense
  • Own Working Capital Reporting And Drive Review Calls With SBG’s To Provide Qualitative Analytics On Working Capital Management
  • Present trending and underlying drivers to Product Development & Marketing and Executive Finance members
  • Develops financial reporting for leadership for several corporate groups and specifically supporting supply chain group
  • Develop proficiency in Longview for restructuring tool to lead reporting process improvement in business unit
  • Ad hoc revenue reporting, trending and analysis
08/2004 – 02/2010
Boston, MA
Financial Planning Analyst
Financial Planning Analyst
08/2004 – 02/2010
Boston, MA
Financial Planning Analyst
08/2004 – 02/2010
  • Drive cash flow operating rigor including working capital improvements, identification of factoring opportunities, and improvements in past due performance
  • Assist in implementing improvement procedures, work to improve standardisation of reporting and processes
  • Assist in the development of standard reporting, planning, and management practices
  • Provides variance reports to Expense manager in accordance with close and forecast deadlines to support the expense management process
  • Work closely to develop work flow tool for CCS finance organization
  • Perform monthly headcount reconciliation, pace to plan, work closely with operations leads on updates & developments
  • Assists in advising the Shared Services Operations Managers on operating matters. Develops analysis and studies on trends affecting the business
Education Education
Bachelor’s Degree in Finance
Columbia University
Bachelor’s Degree in Finance
Skills Skills
  • Strong attention to detail and exceptional organizational skills with desire to grow in the finance profession
  • Highly organised with strong analytical skills and attention to detail
  • Strong oral and written communication skills, including the ability to present complex concepts in a clear and concise manner to all levels of the organization
  • Excellent understanding of accounting principles and financial analysis, with advanced knowledge in one area
  • Excellent analytical and problem-solving skills, with the ability to work in a fast-paced environment
  • Detail oriented, self-motivated, and highly proactive
  • Proficiency in MS Excel including pivot tables, analysis add-ons, macros, using lookup functions, filters, etc
  • Professional, team player with strong leadership and interpersonal skills
  • Ability to develop strong relationships at all levels within the Company
  • Strong analytical acumen and a demonstrated ability to prioritize workload based on impact
Create a Resume
1

Financial Planning Analyst Resume Examples & Samples

  • CFP, PFP, or IQPF (Quebec) designation required
  • 3 to 5 years of experience as a Financial Planner, is required, client-facing experience is a strong asset
  • In depth understanding and knowledge of the Canadian taxation system
  • Above average analytical and judgment skills
  • Working knowledge of financial planning software (NaviPlan Extended and CCH FP Solutions preferred)
  • Strong knowledge of MS Office suite: Word, Excel, Outlook
  • An accounting designation is a strong asset
  • Flexibility to adjust based on different partners’ needs and client objectives
  • Excellent interpersonal and written communication skills
  • Service oriented attitude / professional image
  • Desire for future growth potential
  • French written and verbal communication skills are considered a strong asset
2

Senior Corp Financial Planning Analyst Resume Examples & Samples

  • Serve as the financial planning & analysis resource for Corporate departments
  • Coordinate with Decision Support and FP&A COEs to support finance efforts
  • Develop an understanding of the business and strategies of supported Corporate departments
  • Must be inquisitive and solve problems creatively
  • Ideal candidates will have excellent oral/written communication and presentation skills, a proven ability to build relationships, and strong business and financial acumen
  • Organizational skills and attention to detail are critical as the Analyst will often face shifting priorities on multiple assignments
  • Bachelor’s Degree required; preferably in accounting, finance, economics or related field
3

Financial Planning Analyst Resume Examples & Samples

  • Perform analysis, provide insight and develop communications for a range of Corporate Financial Planning deliverables for Senior Management, including
  • Annual operating plan
  • Five - year plan
  • Capital budget and investment
  • Analyze weekly performance metrics for Senior Management updates
  • Prepare the quarterly financial updates for the Board of Directors
  • Perform ad-hoc financial analysis as required
  • Candidates must be able to interact with all levels of management and be an integral team player
4

Financial Planning Analyst Resume Examples & Samples

  • Assist in the evaluation of key company strategic initiatives and high profile company actions such as content strategy, M&A investments, and major capital expenditure projects
  • Support financial and strategic analyses of all businesses including optimizing product pricing, finding cost efficiencies, and calculating marketing ROI
  • Engage in IR activities including preparation of earnings materials and marketing initiatives
  • Support special projects as needed for CFO Board deliverables
  • 2+ years of relevant Financial Analysis experience with/for a public company – entertainment/media industry background preferred
  • Experience in corporate finance (banking), consulting, and/or FP&A preferred
  • Strong understanding of finance and accounting procedures
  • Strong organizational, interpersonal, communication, and presentation skills
  • Able to multitask in a fast‐paced environment and meet deadlines while maintaining appropriate level of detail orientation
  • High level of integrity
  • Proficient in MS Office skills, especially Excel and PowerPoint
  • Bachelor degree in Finance, Business, Accounting or related field of study
5

Financial Planning Analyst Resume Examples & Samples

  • Support annual budget and forecasting process for all Dutch divisions
  • Assist in creating financial models for annual budget and long range plan
  • Partner with functional owners to develop financial models to support the budget, forecast and long-term strategic plan
  • Ad hoc projects to support key strategic initiatives
  • Monitor and track key reporting processes and summaries
  • Report on key metrics to measure and track business performance
  • Generate cause of change analysis on a monthly, quarterly and yearly basis
  • Scope of work includes: P&L, Balance Sheet and cash flow management for wholesale and DTC business
  • Assist in producing monthly and quarterly financial reporting package and other reporting requirements for board and banks
  • 4-7 years in relevant work experience
  • Ability to analyze companies from a financial, operational, and industry perspective
  • Expert Microsoft Excel financial modeling skills
  • Must have ability to work independently and be willing to take on challenges in a rapidly-growing and dynamic environment
  • Excels in a team-oriented work environment
  • Exceptional communication, organizational and analytical skills
  • Ability to create solid working relationships with business partners of all levels
  • Strong negotiation/problem solving skills
  • Experience with using financial and planning systems
  • Strong finance and accounting background
  • Exhibits a strong work ethic and accountability to deadlines
6

Vans Financial Planning Analyst Resume Examples & Samples

  • Coordinate in month-end close—review expense accounts, prepare reclass and accrual journal entries as necessary
  • Partner with Accounting team to ensure accurate recognition and reporting of expenses with month-end close
  • Assist in monthly forecast by partnering with department owners to identify shifts in expense timing and ensure that changes are accurately reflected in monthly forecast submission
  • Work with department leaders to manage operating expense budgets and stay within approved allotment. Additionally, provide detailed monthly reporting and financial support
  • Act as a liaison between Brand business partners and Accounts Payable shared services by following up on payment inquiries and facilitate invoice processing
  • Assists in building the Annual Operating Plan with a focus on operating expenses
  • Maintain master AAM list to ensure accurate routing of invoices for approval and payment
  • Provide ad-hoc reporting and analysis as necessary
  • Years of Related Professional Experience: 2-3+ years
  • Bachelors degree in Finance or Accounting from an accredited college or university Prior experience in Consumer Products industry a plus
  • Able to multitask in a fast paced environment
  • Strong computer skills (Advanced MS Excel, Access, Word)
  • Experience with SAP and COGNOS a plus
  • Able to build relationships across all levels of the organization, including
7

Senior Corp Financial Planning Analyst Resume Examples & Samples

  • Serve as the financial planning & analysis resource for ISCM
  • Partner with ISCM to a prepare forecasts, annual operating plans and five-year plans. Work with business to develop planning assumptions for key business drivers
  • Develop an understanding of the business and strategies of ISCM
  • Provide ISCM with financial planning & analysis support for new initiatives and other ad hoc projects
8

Financial Planning & Analyst Resume Examples & Samples

  • University graduate
  • Proven commercial analytical experience in an fast moving environment
  • Strong modelling experience
9

Regional Financial Planning Analyst Resume Examples & Samples

  • Assist in financial analysis of sales including daily sales performance, sales trends, costs of goods, returns and discounts
  • Monitor and analyze company expenses, assist in forward projections for expenses, identify variances against budget and forecast
  • Perform data extraction and create customized reports for management
  • Track and prepare key performance indicators
  • Support process improvements and system implementation projects for planning and reporting
  • Participate in the implementation of SAP
  • Participate in projects and ad-hoc financial analysis and exercises as required
  • Degree in Finance or Accounting
  • A minimum of 5 years finance and accounting experience, preferable with financial planning in Retail industry
  • Experienced in regional role, preferably related to Asia
  • Strong analytical, excel and modeling skills and attention to detail
  • Knowledge of US GAAP and International Accounting Standards
  • Ability to work effectively with multiple priorities and drive adherence to tight deadlines
  • Ability to work independently and in a fast-paced and dynamic environment; a team player
  • Experienced in system implementation
  • Strong verbal and written communication skills in both English, Chinese and Putonghua
  • Proficiency in Microsoft applications, SAP and reporting tools
10

BB&T Wealth Financial Planning Analyst Resume Examples & Samples

  • Be knowledgeable of the WDFP process and how it relates to, is implemented, and is explained to Wealth Division team members, as well as supporting internal documents
  • Ability to demonstrate detailed knowledge of complex cash-flow based financial planning software by creating solutions when limitations or issues arise on detailed planning concepts with an emphasis in estate planning for affluent clients in excess of $10 million
  • Develop and apply detailed and complex knowledge of personal financial issues, regulations, investment philosophies, planning techniques, and be able to interpret the planning scenarios illustrating the impact on High Net Worth clients
  • Preserve the confidential nature of our clients’ personal financial data; obtain and share this data according to BB&T policies, guidelines, and ethics requirements
  • Bachelor’s degree in financial services-related discipline (e.g. Business Administration, Accounting, Trust Management, Banking, Finance), or equivalent education and related training
  • Two years of professional work experience with demonstrated competency in area(s) of concentration
  • One year of experience in financial planning dealing with affluent clients
  • Enrollment in or completion of course of study towards CFP certification or educational background that will qualify in sitting for the CFP exam
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
11

Financial Planning Analyst Resume Examples & Samples

  • 60% Financial Planning & Advice / Product Solutions
  • 40% Client Care / Business Management
  • Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary
12

Financial Planning Analyst Resume Examples & Samples

  • Responsible for financial analysis and key performance indicators
  • Plan and track the budget, analyze actual vs. budget
  • Extensive financial modeling
  • Analyze historical trends and future growth opportunities
  • Perform trend analysis
  • Ad hoc projects and analysis as assigned
13

Gf-financial Planning Analyst Resume Examples & Samples

  • Work closely with business to provide timely financial information to senior management to facilitate effective and informed decision making
  • Coordinate the forecasts for the Annual Budget process, CCAR and local regulatory stress-testing exercises and any other ad hoc scenario projections
  • Work in conjunction with controller and business teams on the month-end closing process to ensure all revenues, expenses, accruals and reserves being properly reflected in the financial statements
  • Assist in analysis of financial data on a monthly basis for Revenue, Expenses, Headcount and Balance Sheet to identify anomalies or trends
  • Help prepare business and strategy presentations for senior management reviews and meetings
  • Perform other financial analysis as needed to support the business
  • Get involved in multiple country/regional/global projects
  • Undergraduate degree, preferable in a discipline related to Finance / Economics
  • Minimum 5-7 years working experience in Finance or related field
  • Basic accounting knowledge required, CPA or other accounting qualification would be advantageous
  • Strong communication, project management, Excel modelling and presentation skills
  • Ability to manage own time amidst competing priorities and work under pressure to meet deadlines
  • Ability to navigate vast amounts of complex data easily, with attention to details
14

Financial Planning Analyst Project Hire Resume Examples & Samples

  • Annual forecasts
  • Annual and Five Year operating and strategy plans
  • Capital budget and investment requests
  • Bachelor’s Degree is required
  • 1 to 2 years of prior work experience preferred
  • Must possess strong quantitative and analytical skills combined
  • Strong relationship building skills and a highly professional “client service orientation”
  • Must be an excellent team player who possesses solid interpersonal and organizational skills
  • Results-oriented
15

Senior IT Financial Planning Analyst Resume Examples & Samples

  • Responsible for working with FP&A IT Support Lead and department heads to produce annual operating budgets for their departments
  • Produce monthly and quarterly forecasts for IT departments incorporating actual results and updated assumptions
  • Partner with the IT colleagues to assess project financials to determine accounting treatment and impact to the financials
  • Produce quarterly forecasts for capital incorporating actual spend and updated assumptions
  • Liaise with various Corporate Accounting groups to ensure appropriate accounting treatment of IT Projects
  • Work with Purchasing to classify requisitions and invoices appropriately based on budgets and forecasts
  • Review new commitment requests for project related engagements, contractors, FTE, etc. against budget and forecast
  • Review current invoice status, prepare accrual entries and perform other tasks to manage the monthly and quarterly results to the forecasts
  • Ensure consistency, repeatability, and transferability of activities across the budgeting and forecasting workstream
  • Maintain process documentation for activities which reside within team
16

Financial Planning Analyst Resume Examples & Samples

  • Responsible for driving regional sales/commercial support activities, including: budgeting/forecasting and projections, customer / product line profitability and margin analysis, pricing support, quota setting, and vertical market support
  • Provide regional cost center analysis support, including: cost center analytics, budgeting/ forecasting, functional support, investment support
  • Responsible for driving regional FP&A management reporting and data mining and manipulation, including: utilisation of standard management reports, ops review packages, automated standard reports, geographic reports, vertical market reports, revenue and margin dashboards and customer profitability reports
  • Responsible for supporting regional operational analytics and support activities, including key business drivers: service analysis, installation analysis, sourcing analysis and tracking, labour mix rates, burden rate reporting and analysis, and working capital
  • Maintain basic understanding of business operations/environment within the team in order to provide Operating Review commentary
  • Perform various ad-hoc financial analysis
17

Senior Financial & Planning Analyst Resume Examples & Samples

  • Prepare budgets, forecasts, cash flow and trend analysis
  • Interprets financial transactions and events for users who must make economic or business decisions
  • Work closely operations and assist in making company decisions
  • Evaluate data for appropriateness, usefulness and accuracy
  • Ability to conduct presentations to Senior/Executive Management
  • Bachelor's degree in Finance and an MBA is preferred
  • Experience with setting up financial models and performing simulations from scratch
  • Minimum of five years of experience with report generation, analysis, financial systems
  • Microsoft Excel, Access, Word and Powerpoint experience is a must
18

Financial Planning & Analyst Specialist Resume Examples & Samples

  • 3 – 5 years’ experience in Financial Planning and Analysis
  • Strong excel data manipulation skills. Knowledge of Sybase and Hyperion is a plus
  • Ability to work independently without supervision
  • Basic knowledge of accounting concepts
  • Ability to proactively address issues
  • Knowledge of SOP98 capitalization
  • Additional information: Ignite your ambition:TECH,TRADE,INTEL,LIST
19

Financial Planning Analyst German / Dutch Resume Examples & Samples

  • Provide regional cost center analysis support, including: cost center analytics, budgeting/ forecasting, functional support, investment support, restructuring packages
  • Maintain close alignment with all customers of the FP&A Support Services teams to ensure their requirements are being met
  • Drive the creation and maintenance of process documentation for activities which reside within team in order to drive standardisation and best practices
20

Spec, Financial Planning & Analyst Resume Examples & Samples

  • Support forecasting and analysis of actual results deviations to forecast related to SAS cash flow and balance sheet. Develop report formats and analytical models that assist in forecasting of Working Capital and Cash flow
  • Support the monthly Sales planning process and reporting of sales by channel and product line
  • General
21

Financial Planning Analyst Resume Examples & Samples

  • Excellent spoken and written communication skills
  • Financial Planning Designation (PFP,CFP, IQPF)
  • French written and verbal communication skills a strong asset
  • LI-VM1
22

Senior Corp Financial Planning Analyst Resume Examples & Samples

  • Serve as financial planning & analysis resource for Corporate departments
  • Partner with Corporate departments to prepare forecasts, annual operating plans and five-year plans. Work with business to develop planning assumptions for key business drivers
  • 3 + years of prior related work experience preferredStrong working knowledge of finance and accounting
  • Excellent oral/written communication and presentation skills, a proven ability to build relationships, and strong business and financial acumen
  • Must be able to interact with all levels of management and be an integral team player
  • Organizational skills and attention to detail
  • Cognos experience
  • Must possess a Bachelor’s degree in Accounting, Finance, Economics or other related field
23

Senior Financial Planning Analyst Resume Examples & Samples

  • Analysis, modeling and general planning experience
  • Identifies performance issues and makes recommendations to management for remedial actions
  • Prepares and distributes periodic financial statements and reports for internal and external stakeholders
  • Conducts research and analysis of financial data needed in planning, budgeting, cost control, and project control to provide informed recommendations to leadership in setting and realizing profit objectives
  • Develops financial reporting for leadership for several corporate groups and specifically supporting supply chain group
  • Develops and modifies financial systems and corporate models related to budgets, forecasts, and capital expenditures
  • Strategic insights & in depth analysis
  • Analyze and assist in annual planning process, including P&L
  • Business case reviews (ROI)
  • Determine Risk and Opportunities
  • Develop Product Profitability Analysis
  • Process improvement and make recommendations
  • BS degree in Finance or Accounting
  • 4-6 years of experience in Finance/FP&A
  • Strong technical skills: Hyperion; General Intelligence software/SAP/BI a plus
  • Excellent analytic and problem solving skills
24

CIB Financial Planning Analyst Resume Examples & Samples

  • Bachelor degree in Finance/ Accounting/ Economics/ Business Administration etc. or above with at least 2 or more year job experience
  • Excellent interpersonal communication/ negotiation skills in English (and preferably in Japanese)
  • Japanese Bilingual Preferred
  • Ability to conduct financial related analysis and prepare explanation material
  • Strong willingness to undertake new tasks and accomplish his or her own tasks responsibly
25

Financial Planning Analyst Resume Examples & Samples

  • Bachelor’s Degree in Finance, Accounting or related school from well-known and reputable business school
  • Staff level position - 1-3 years’ experience in financial analysis, corporate finance or related positions with larger organizations
  • Senior level position - At least 4+ years of experience in financial analysis with emphasis on corporate finance in large organizations
  • High level of motivation to progress in career
26

Financial Planning Analyst Resume Examples & Samples

  • A Bachelor’s degree in Accounting or Finance. CPA/MBA preferred
  • Must have extremely strong MS Excel skills
  • Ability to multi-task and work in a challenging fast paced environment
27

Corp Financial Planning Analyst Resume Examples & Samples

  • Partner with Corporate departments to a prepare forecasts, annual operating plans and five-year plans. Work with business to develop planning assumptions for key business drivers
  • Coordinate with Decision Support and FP&A COEs to support finance efforts along with the management teams
  • Develop an understanding of the business and strategies of supported Legal
  • Provide financial planning & analysis support for new initiatives and other ad hoc projects
  • Have excellent oral/written communication and presentation skills, a proven ability to build relationships, and strong business and financial acumen
  • 1+ years of prior related work experience
  • Background in the media and entertainment industry
  • Cognos
  • Bachelor’s degree in accounting, finance, economics or related field
28

Financial Planning Analyst Resume Examples & Samples

  • Assist in the preparation of the five year plans for each insurance company on an annual basis and rolling forecasts on a monthly basis, and assist in the analysis of the company’s plan in comparison to actual and forecasted results
  • Obtain a thorough knowledge of management basis reporting and will train and assist the general staff accountants in the completion and understanding of the concepts involved
  • Participate in preparation of information for Quarterly Financial Reporting meetings, including reviewing and analyzing financial statements based on US GAAP, statutory and management reporting bases
  • Participate in preparation and maintenance of analytical reports and reporting structures utilized in monthly analysis
  • Perform general ledger research to determine drivers of variances in financial results compared to plans for all reporting bases. Document and communicate explanations for variances
  • Perform technical accounting research
  • Assist in the preparation of analysis and other materials for inclusion in various rating agency report
  • Participate in preparation of monthly analyses provided to Management
  • Bachelor’s degree in accounting or finance; CPA preferred
  • Minimum 2 years work experience in an accounting, financial reporting or financial analysis role, preferably in the insurance industry
  • Analytical reasoning and experience with financial analysis
  • Ability to accurately analyze, summarize, extrapolate and forecast complex financial data from multiple sources
  • Project management and multi-tasking skills required
  • Advanced skills with Microsoft Office products; working knowledge of general ledger accounting systems
  • Exhibit excellent analytical and problem solving abilities
  • Handle multiple competing tasks efficiently
  • Detail orientation and accuracy
  • Team focused, results oriented, collaborative
29

Financial Planning & Analyst Resume Examples & Samples

  • Assist in the development, preparation and consolidation of monthly financial forecast and annual plans. Load forecast and plan data to the Hyperion system. Support development of SAS plan presentation and supporting schedules
  • Evaluate actual results for reasonableness and prepare fluctuation analysis on balances as necessary
  • Develop operations forecast package, coordinate monthly forecast review, and weekly status reviews
  • Support forecasting and analysis of actual results deviations to forecast related to operations sites and accounts. Develop report formats and analytical models that assist in forecasting of operating metrics
  • Reconcile the monthly Sales forecast to the site production forecast
30

Senior Financial Planning Analyst Resume Examples & Samples

  • Responsible for company forecast, related presentations, and processes
  • Analyze potential M&A activities
  • Execute special assignments and analysis
  • Prepare and develop Board presentations, senior management advisory materials and other initiatives
31

Financial Planning & Analyst Resume Examples & Samples

  • Support key business planning activities including budgets, long range forecasts, and monthly closes. Develop and maintain excel models in support of planning processes. Manage the journal entries and account reconciliations each month close
  • Analyze variances, trends, risks and opportunities, performance against budget/forecast/targets, key business drivers and sensitivities. Highlight operational performance issues and recommend actions
  • Manage the commissions plans and payment processes
  • Support the overall business segment invoicing processes by managing all expense inflows and outflows, including invoice tracking, coding and interaction with accounting
  • Bachelor’s degree in Finance or Accounting
  • 3-4 years of experience in a financial environment applying analytical and problem solving skill
  • Knowledge of financial planning business processes and budgeting
  • Strong proficiency in utilizing Excel and PowerPoint
  • Experience with Hyperion/Essbase and Peoplesoft G/L
  • Requires conceptual knowledge of theories, practices and procedures within a discipline
  • Requires guidance on task initially and requires supervision
  • Is working in a smaller defined area of the role, this continues to expand as the employee gains more confidence and capability
  • Applies general knowledge of business developed through education or past experience
  • Often needs help understanding the commercial side or key business drivers impacting the task/decision
  • Uses existing procedures to solve standard problems; analyses information and standard practices to make judgments
  • Has limited impact on own work team; works within standardized procedures and practices to achieve objectives and meet deadlines as described by supervisor
  • Exchanges straightforward information, asks questions and checks for understanding
  • Collects basic information needed to analyze a problem, situation or issue
  • Performs routine or basic data analysis, following the correct steps and using the appropriate tools, seeking guidance when necessary
  • Develops an understanding of how to analyze data and identify the implications of various courses of action
  • Makes quality decisions when provided with the necessary time and information
  • Demonstrates understanding of the basic principles of economic research and the ability to use those principles to analyze simplistic financial measures
  • Demonstrates understanding of how to synthesize and analyze basic market analyses and benchmarking data
  • Demonstrates awareness of requirements related to basic financial modeling
  • Demonstrates understanding of the principles behind developing basic financial models
  • Demonstrates understanding of the basics about NASDAQ design tools
  • Develops a basic understanding of the business segment
32

Senior Corp Financial Planning Analyst Resume Examples & Samples

  • Serve as the financial planning & analysis resource
  • Consolidate and review forecasts, close, annual operating plans and five-year plans for 40+ corporate departments. Work to develop planning assumptions for business drivers. Coordinate and communicate with key stake holders on drivers
  • High level knowledge of all Corporate departments’ functions and provides visibility across the groups
  • Coordinate with Decision Support and Client Facing teams to support finance efforts along with the management teams
  • Assist with the preparation and delivery of management reports/presentation materials. Develop commentary / cause of change explanations for reports
  • Collaborate and partner with Client Facing Teams to drive opportunities, improvements, and efficiencies
  • Implement and project manage new processes or improvements
  • Strong working knowledge of finance and accounting
  • Must demonstrate ability to communicate well with peers and senior management
  • Strong interpersonal and project management skills
  • 3+ years of prior related work experience
  • Cognos and SAP
33

Financial Planning Analyst Resume Examples & Samples

  • 4+ years' experience in accounting and FPA roles
  • Proficiency in Microsoft Office, especially in MS Excel and PowerPoint
  • Work experience in a large and multinational company
  • Work experience in controlling/finance field
  • Strong business understanding
  • Team-oriented
  • Knowledge of the following EPM tools: Essbase / Hyperion Planning; Cognos TM1; SAP BPC
34

Senior Financial Planning Analyst Resume Examples & Samples

  • Support the annual budget process by reviewing operating unit submissions and providing written analysis as well as supporting the quarterly estimate and forecast process
  • Support the BPC financial reporting system by coordinating structural changes to the application with the appropriate division and integrating new operating units into the application
  • Provide support to field operations in regards to budgeting, data reconciliation, local spreadsheet development and restatements
  • Prepare monthly statistical analysis, assist with review of monthly variances and preparation of financial comments, and prepare ad hoc monthly analysis reports
  • Generate reports to be distributed to corporate management for budget and forecast/quarterly estimate reviews
  • Assist in reconciling/synchronizing data between corporate and unit financial systems
35

Financial Planning Analyst Resume Examples & Samples

  • Canadian Securities Course designation
  • Certified Financial Planner (CFP)/Personal Financial Planner Designation (PFP) or equivalent
  • Possess broad/diverse knowledge of the investment business and the overall Bank's retirement products, services, systems, and distribution channels
  • Strong understanding of advanced financial planning concepts
  • Experience interacting with and selling to advisors
  • Experience with financial planning software (NaviPlan preferred)
36

Group Financial Planning Analyst Resume Examples & Samples

  • Prepare the group forecasting and budgeting excel templates and guidance notes
  • Consolidate and challenge forecast/budget submissions received from Regional and Central FP&A teams
  • Provide detailed analysis on key revenue, gross margin and operating expenses trends
  • Assist with the preparation of budget and 3YP board presentations
  • Prepare weekly revenue forecasts and monthly cash flow hedging forecast
  • Prepare supporting documentation and analysis for forward looking guidance in the quarterly, half year and year end trading statements
  • Challenge the current ways of working and suggest improvements to drive efficiencies and greater insight
  • Provide ad hoc analysis and support to key stakeholders as required
  • To assist in the setting of corporate margin expectations, linking pricing and supply chain to determine margin guidance for the Group
  • To provide the link between the Planning, Regional Finance and Financial Planning and Analysis teams to ensure sales, margin and inventory targets are aligned regionally to create robust corporate plans/ budgets/
37

Financial Planning Analyst Resume Examples & Samples

  • Support and provide leadership as needed for the Corporation's annual budgeting and monthly forecasting processes
  • Support the Forecasting Manager in the monthly forecasting process. Assist in the various trend analyses and develop forecasting models to validate forecasts. Serve as a liaison to the forecasters to help understand forecast variances and improve the monthly accuracy levels
  • Perform month-end close variance analysis. Provide thorough variance explanations that Executive Management will utilize for performance assessment and strategic decision making
  • Serve as a primary point of contact for planning, accounting and general ledger questions for managers and analysts throughout the corporation. Assist with analysis, reporting, inputting of profit plans, troubleshooting, etc
  • Be an active participant in the preparation of the Corporation's annual financial plan and forecasting
  • Provide ad hoc analysis and project management support as necessary
  • Bachelor's degree in accounting, business, or equivalent education and related training
  • Seven years of banking industry experience
  • Five years of profit planning and forecasting experience
  • Five years of experience with the month-end close process, variance analysis, general accounting rules and regulations, cost allocations and funds transfer pricing
  • Capable of working under difficult time constraints and managing multiple priorities
  • Capable of working with little supervision
  • Strong verbal and written skills
  • Demonstrated proficiency in basic computer applications such as MS Office products with an emphasis in Access and Excel
  • Demonstrated ability to work as part of a team
  • Ability to travel as needed, occasionally overnight
  • Advanced degree in Finance, Accounting or Business
  • CPA, CMA or CFA designation
38

Financial Planning Analyst Resume Examples & Samples

  • Serve as a primary point of contact for multiple banking network regions and home office departments as they prepare their financial and corporate plans for the upcoming year while practicing Gold Seal Client Service Standards
  • Provide training for end-user managers and staff in using our planning systems and understanding the planning process
  • Perform analysis on regional or departmental budgets to determine reasonableness and compliance with corporate goals and expectations developed by Executive Management
  • Perform variance analysis to provide Executive Management with answers to plan variances. Includes contact with various lines of business to obtain their input on variances
  • Evaluate and develop new alternatives for profit planning and other reporting functions, to include working with other lines of business to determine their needs and to make them more efficient
  • Perform quality control function as assigned on any document being distributed by the Financial Planning Group
  • Bachelor's degree in accounting or finance, or equivalent education and related training
  • Four years of experience with a focus on accounting/budgeting in the financial services industry
  • Demonstrate a working knowledge of profit planning, variance analysis, general accounting rules and regulations, banking procedures and processes
  • General understanding of mainframe computer systems
  • Demonstrated proficiency in basic computer applications such as MS Office products
  • Demonstrated ability to maintain the confidentiality of information
  • Demonstrated problem-solving ability
  • Demonstrated efficient planning and organizational abilities
  • Ability to adjust work hours to meet deadlines during peak workflow periods
  • Demonstrated knowledge of mainframe accounting systems
  • Professional designation such as Certified Public Accountant or Certified Financial Accountant
39

Corp Financial Planning Analyst Resume Examples & Samples

  • Partner with Corporate FP&A to a prepare forecasts, annual operating plans and five-year plans. Work with business to develop planning assumptions for key business drivers
  • Work with Corporate Financial Planning and Analysis team to provide insight on Corporate and develop communications for a range of Corporate Financial Planning deliverables for Senior Management, including management reports
  • Coordinate FP&A activities for numerous complex departments with multiple client stakeholders
  • Review and update commentary / cause of change explanations for management reports for overhead, capital or other department / client requirements
  • Partner with CFP&A team members to identify potential improvements
  • Have excellent oral/written communication and presentation skills, a proven ability to build relationships, and good business and financial acumen
  • Organizational skills and attention to detail are critical as the Financial Analyst will often face shifting priorities on multiple assignments
  • 1+ years of prior related work experience preferred
  • Strong working knowledge of finance and accounting are necessary
  • Certitified Public Accounting a plus
40

Financial Planning Analyst Resume Examples & Samples

  • Maintain and develop a common financial modelling approach to reporting for the investment and performance analysis of the global operations portfolio
  • Liaise with site points of contact to ensure the submission of portfolio and project documentation
  • Conduct budget reporting and analysis for global multisite projects
  • Monthly reporting of site fiscal and operational KPIs
  • Analysis of site performance
  • Qualified Accountant (Preferably Chartered) with 3+ years post qualified experience
  • Experience in a large multinational environment would be a distinct advantage
  • Planning, analysis and problem solving should be core competencies
  • Advanced Microsoft Excel skills essential
  • Good Ms Word and Ms Outlook skills essential
41

Senior Financial Planning Analyst Resume Examples & Samples

  • Implements and leads the budgeting process for the company annually by establishing a detailed calendar, and working through the process until it has been approved by the Executives and the Board of Directors
  • Reviews processes and recommends improvements. Compiles and analyzes complex reports in the areas of planning and budgeting, and ensures that senior accountants and department leaders have the guidance, resources, and training necessary to develop consistent budgetary plans
  • Participates in monthly GL reconciliations and reviews for accuracy and reasonableness
  • Actively participates on multiple cross-functional teams to stay involved in various issues throughout the company
  • Supervises and trains staff in learning and understanding reporting and analysis of the product stream
  • Minimum 5 - 7 years of experience in FP&A or Corporate Finance position
  • Bachelor's Degree required (accounting or finance specialty a plus)
  • Knowledge of Computerized Accounting systems
  • Highly proficient in MS Office (Excel/Word/PowerPoint)
42

Financial Planning Analyst Resume Examples & Samples

  • Carry out a review and analysis of key statistics and financial information on both a recurring and project basis and report to senior management
  • Carry out a review of the actual performance versus forecast and budget and identify key trends
  • Support the review of outlooks and forecasts for the organisation
  • Support relevant groups and processes within the organisation as appropriate
  • Support and develop management reporting across the organisation
  • Carry out other ad hoc duties as appropriate
  • Qualified Accountant (ACA, ACCA, CIMA) with 1 - 3 years' post qualification experience - strong candidates close to final stage qualification may also be considered
  • Experience in a large, multi-national environment advantageous
  • SAP/Oracle/Hyperion or other major ERP Systems experience
  • Proven ability to work under pressure and to tight deadlines
  • Proficient in Excel, Word and PowerPoint
43

International Financial Planning Analyst Resume Examples & Samples

  • Provide reliable financial, sales, and operational analysis to partners, driving growth and operational efficiencies including month end processing, management review of budget vs. actual results and trend analysis
  • Assist in the completion of planning process, inclusive of annual budgets, monthly forecasts and long term plans
  • Maintain existing and develop new management information reports that deliver key metrics and sales data
  • Partner with accounting to ensure that expenses are recorded accurately
  • Analysis and tracking of strategic initiatives, including development of supporting models and expected outcomes
  • Assist in the development of existing planning and reporting systems
  • Ad-hoc analysis and project involvement
  • 2+ years of progressive relevant experience, preferably in a multinational environment
  • Advanced excel, pivot tables & basic report writing skills, with sharp attention to detail
  • Strong business partnering skills and holistic view of business strategy, processes and financial objectives
  • Excellent analytical skills, the ability to perform complex financial analyses and modeling
  • Ability to meet deadlines in a fun, fast-paced environment
  • Hyperion Planning proficiency and/or Sequel Server a distinct advantage
  • An entrepreneurial drive and a desire to be a part of a unique culture that is committed to growing our organization
44

Financial Planning Analyst Resume Examples & Samples

  • Serve as a primary point of contact for multiple lines of business as they prepare their financial and corporate plans for the upcoming year while practicing Gold Seal Client Service Standards
  • Actively participate in the preparation of the Corporation’s annual financial plan and monthly forecast
  • Bachelor’s degree in Accounting or Finance, or equivalent education and related training
  • Three years of experience with a focus on accounting/budgeting in the financial services industry
  • General understanding of distributed financial planning systems
  • Demonstrated knowledge of distributed financial planning systems
  • Professional designation such as Certified Public Accountant (CPA) or Certified Management Accountant (CMA)
45

Senior Analyst Financial / Planning & Analyst Resume Examples & Samples

  • Manage and interface with external Government agencies; DCMA and DCAA
  • Manage all government related submissions for both Interiors Phoenix Lighting and the Interior Home Office
  • Manage and review Disclosure Statement submission periodically to ensure any material changes are identified. Update as required by FAR plus identify impacts or risks
  • Provide annual Risk Assessment to UTAS Government Compliance
  • Review Annual Government Furnished Equipment/Material (GFE/GFM) requirements to include count and dollar values
  • Manage and maintain government rate structure. Provide quarterly updates to the business
  • Manage and implement Government Controls Reporting. Lead completion of annual GCRS requirements for Business Unit and Interiors Home Office
  • Support Government contracting to include RFP/RFQ, Proposal, Contract T&Cs and contract performance
  • Manage Modified CAS environment
46

Financial Planning Analyst Resume Examples & Samples

  • Support and drive functional level budget management and controls through routine budget reviews with LT and Operational budget owners, providing deviation and trend analysis
  • Identify risks and opportunities to support the engagement and discussions with Function Heads and ensure updates are implemented based on planning scenarios
  • Prepare monthly Dashboards for the operations including detailed narratives on key movements versus PRE, PY and BP
  • Utilize the functionality of the BPC Planning tool aiming to simplify and improve the planning & reporting activities
  • Lead the Employee Cost Planning (ECP) and Headcount Management process - work with HR SBP’s to streamline the reporting and management of BU headcount reporting data
  • Document, maintain and update budget policies and processes and secure alignment with COA, including responsibility for reporting, work with Controls & Compliance on violations and maintaining the functional/cost center structure
  • Drive process excellence, efficiency and effectiveness through the application of operational excellence/lean approach, including supporting the development of KPI’s
  • Prepare monthly open commitments report and work with the business to ensure all spend is correctly accounted, goods receipted and accrued where necessary, work with the BU on PO Closures. Act as first approver to the BU for all manual invoices and PO’s to ensure financial accuracy and budget alignment
  • Prepare detailed analytical spend reports to enable Function Heads to continue to focus and drive Zero Based Work (ZBW)
  • Provide back-up and support to other finance team members, including CAPEX reporting plus RFA utilization
  • Other ad-hoc activities including LT reviews, presentations, productivity programs, etc. as required to support client and team requests
  • Being part of a team with great spirit and energy
  • Possibility to gain experience in process transition and Operational Excellence processes
  • Competitive benefits package combined with development opportunities
  • Full time employment
47

Financial Planning Analyst, Cfp&a Resume Examples & Samples

  • Perform analysis for a range of Corporate Financial Planning deliverables for Senior Management, including: annual forecasts, annual and five year operating and strategy plans, capital budget and investment requests
  • Generate weekly performance updates for Senior Management updates
  • Support development of financial updates for the Board of Directors
  • Engage in ad-hoc financial analysis for Senior Management as required
  • Excellent communicator in both oral and written settings
  • Flexible, "special-projects" orientation coupled with solid multi-tasking abilities
  • High energy level; strong work ethic
  • Self-driven, independent thinker
  • 1-2 years of prior work experience preferred
  • Background in the media and entertainment industry is a plus, but is not required
48

Senior Financial Planning Analyst Resume Examples & Samples

  • Discounted cash flow model creation, maintenance and presentation
  • Airline and Program support through financial analysis and presentation
  • Pricing and cost data tracking
  • Support of the contracts group in various contract areas
  • Ad-hoc analysis
49

Financial Planning Analyst Resume Examples & Samples

  • Bachelors’ degree in accounting or finance preferred
  • Strong interest in the apparel and retailing industry
  • Knowledge of retail math preferred
  • Expert financial modeling skills
  • Exceptional finance and analytical skills
  • Proficiency in Microsoft Office software with a strong emphasis in Excel and PowerPoint
  • Excels in dynamic and demanding environment
  • Extremely detail-oriented
  • 2-5 years in relevant work experience
  • Experience with Great Plains or MS Dynamics AX preferred
50

Senior Financial Planning Analyst Resume Examples & Samples

  • Using detailed business process knowledge to develop understanding of the cost base and formulate sophisticated methods for allocating costs
  • Supporting the business leadership with modelling the impact of sales bids and procurement tenders; playing a key part in helping to realise the benefits of future business opportunities
  • Utilisation of scenario planning together with the production of sensitivity analysis in relation to the Group corporate plan and forecasts
  • Extensive experience of financial planning, analysis & modelling, ideally gained within an insurance environment
  • CIMA/ACA/ACCA with significant PQE
  • Excellent IT skills including Microsoft Excel, databases and analytical tools
  • Excellent communication skills including the ability to explain complex financials to non-financial users
  • Great team working and stakeholder management skills including confidence, resilience and credibility to challenge senior managers, colleagues and other stakeholders
  • Ability to understand the bigger picture whilst keeping an eye on the detail
51

Financial Planning Analyst Resume Examples & Samples

  • ANALYSE complex data from various sources and present this in the forms of monthly reporting metrics, trend analysis and presentations
  • TRACK financial KPI’s & ensure that relevant actions are taken to deliver optimal performance
  • PROACTIVELY identify, appraise & recommend business procedures
  • WORK closely with various teams (e.g. Treasury, Merchandising) and support their needs through the provision of supporting analysis
  • DELIVERY of multi-currency cash flow reporting and forecasting
  • ANALYSIS and commentaries for the board pack
  • AD HOC analysis as required
  • Main point of contact on all FX and local currency reporting
52

Financial Planning Analyst, FP&A, Capex Resume Examples & Samples

  • Prepare monthly and quarterly close reports
  • Working closely with business partners to review and prepare capital funding request submissions
  • Release authorized capital funds (in PeopleSoft Project Costing System) and communicate availability of funds to business partners once approved
  • Support variance and trending analysis exercises as required
  • Assist with the annual budget and monthly forecast process
  • Gain a deep understanding of the technology organizations supported
  • Bachelor’s degree with major in Finance or other related fields
  • 2+ years of related financial experience (Technology related experience preferred)
  • Strong quantitative and analytical skills required
  • Advanced Excel skills preferred
  • Ability to learn new systems quickly (experience with PeopleSoft preferred)
  • Must be a team player and have strong work ethic
53

Financial Planning Analyst Resume Examples & Samples

  • ANALYSING the duty calculation on the sales to customers
  • COMPARING and RECONCILING the duty income and duty charged by Customs in the destination countries
  • Weekly and monthly management REPORTING
  • MONITOR the systems and the information generated regularly to minimize errors or to ensure regulatory changes are updated and accounted for properly
  • Proactively IDENTIFY, appraise & recommend business opportunities (changes in the duty rate charged for each customer)
  • Ad hoc analysis as required
54

Junior Financial & Planning Analyst Resume Examples & Samples

  • Some knowledge of IFRS desirable
  • Detailed knowledge of excel, and preferably SAP and MS Dynamics AX
  • Experience of working within a major accounting firm or an international group
  • Possess a strong analytical/planning skills, together with a some control background
55

BB&T Wealth Business Transition Financial Planning Analyst Resume Examples & Samples

  • Perform data input and generate client personal and business transition financial plans in BB&T Wealth Division Financial Planning (WDFP) approved software and tools per best practices and guidelines of the WDFP
  • Learn and assist in creating indication of value presentations in conjunction with the Planning Resource Group and Business Transition Unit
  • Prioritize and manage workload based on established goals for completion of planning engagements and communicate status of work by using the WDFP Workflow Report
  • Demonstrate detailed knowledge of complex entity-related issues, tax, cash flow, estate planning and demonstrate the ability to utilize software and tools to create solutions and demonstrate business transition and personal planning concepts
  • Remain knowledgeable and up-to-date on detailed and complex knowledge of personal and business financial issues, regulations, investment philosophies, planning techniques, and be able to interpret the planning scenarios illustrating the impact on business owner clients
  • Make suggestions to WDFP management for changes and/or enhancements to assure quality service and timely delivery of WDFP services
  • Be knowledgeable of the WDFP process and how it relates, is implemented, and is explained to BB&T Wealth team members, as well as supporting internal documents
  • Suggest relevant information to include in financial and business transition plan recommendations to convey importance of next steps in addressing objectives and concerns of client’s financial and business transition plan
  • Research details of various planning techniques and strategies available for business owner clients and ensure they are properly illustrated in software and presentations
  • When appropriate, practical, and cost effective, participate in observations of client presentations and when suitable, present pre-determined portions of the Financial and Transition Plans under the supervision of an experienced Business Transition Unit Strategist
  • Preserve the confidential nature of clients’ personal financial data; obtain and share data according to BB&T policies, guidelines and ethics requirements
  • Attend and participate in WDFP monthly teleconferences, meetings and activities
  • Bachelor’s degree in financial services-related discipline (e.g. Business, Accounting, Trust Management, Banking, Finance), or equivalent education and related training
  • Five years of professional work experience with demonstrated competency in area(s) of concentration
  • Three years of experience in financial planning with affluent clients
  • Certified Financial Planner (CFP) designation
  • Strong technical knowledge of issues relating to financial planning (e.g. income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, business and estate planning)
  • Ability to travel, occasionally overnight
56

Financial Planning Analyst Resume Examples & Samples

  • Work and/or academic excellence in Finance, Accounting or a relevant quantitative / analytical field
  • 2+ years of analysis experience within a corporate finance, investment banking, management consulting, or similar environment
  • Superior knowledge of Excel and financial statement relationships
  • Strong business acumen and cross-functional team experience
  • Exceptional analytical, problem solving, organizational and project management skills
  • Proven ability to work independently
  • Strong interpersonal and relationship building skills
  • Demonstrated ability to excel and adapt in a fast-paced environment
57

Financial Planning Analyst Resume Examples & Samples

  • Support and provide leadership as needed for the Corporation’s annual budgeting and monthly forecasting processes
  • Serve as a primary point of contact for planning, accounting and general ledger questions for managers and analysts throughout the Corporation. Assist with analysis, reporting, inputting of profit plans and troubleshooting
  • Be an active participant in the preparation of the Corporation’s annual financial plan and monthly forecast
  • Provide ad hoc analysis and project management support, as necessary
  • Bachelor’s degree in Accounting, Business, or equivalent education and related training
  • Certified Public Accountant (CPA), Certified Management Accountant (CMA) and/or Certified Financial Analyst (CFA) designation
58

Manager, Financial Planning & Analyst Resume Examples & Samples

  • Prepare and review Annual Financial Plan, monthly forecast, quarterly forecast & Strategic Business Plans
  • Review and analysis financial result; by products and channels
  • Review, analysis and advise price and its GP% by PC 9 level and distribution channels
  • Review, analysis and advise buying budget
  • Review, analysis and advise inventory level at MDS
  • In charge for DSI review and calculation
  • Review MDS profitability and advise for closure and opening
  • In charge for inventory accounting including inventory/stock control in MDS
  • Prepare monthly, quarterly, YTD brand financials for the Levi’s® brands. Provide commentary on performance
  • Monitor financial performance of product lines at the product, gender & category level, taking corrective action where necessary by bringing issues to the attention of the Finance Director
  • Manage the upcoming brand seasonal profitability analysis, providing commentary & recommendation on improvements (when necessary)
  • Work closely with Brand Merchandising and Finance on product / product line (including Made For Outlet product range) analysis: Post product season contribution analysis; Current season product / segment / category contribution analysis; trend analysis; productivity and optimal assortment size analysis; product commonality across the Region
  • Product pricing analysis: analyzing product price points across countries
  • Country product & brand sell in & sell thru analysis providing commentary on risks & opportunities for Senior Management
  • Financial modeling for business projects across the region including scenario planning & sensitivity analysis
  • Local business performance presentations for Senior Management including financials, commentary, market research details & trends based on market research
59

Senior Financial Planning & Analyst Specialist Resume Examples & Samples

  • Develop report formats and analytical models that assist in forecasting of Working Capital and Cash flow
  • Work with functional department owners to accurately forecast and report expenses and recommend actions to maintain cost control
  • Support the monthly forecasting process and reporting by channel and product line
  • Position requires flexibility and the ability to work with large amounts of data and draw conclusions from that data. Must possess strong analytical skills and sound business judgment
60

Financial Planning & Analyst Specialist Resume Examples & Samples

  • Assist in the development, preparation and consolidation of monthly financial forecast and annual plans
  • Coordinate data requirements of the Americas HFM system, update with actual data as required by GSP time-sensitive closing schedule
  • Review and reconcile P/L, B/S and supplemental data with the corporate HFM system
61

Financial Planning Analyst Resume Examples & Samples

  • Assist the Business Finance lead in providing decision support and strategic insight to the Business Head, COO and management team
  • Support the business through annual financial budgeting processes and periodic business performance reviews
  • Revenue & Expense monitoring and forecasting
  • Produce monthly & quietly management reporting
  • Work closely with the COO team to analyse and report on weekly and monthly sales activity
  • Strong Excel skills - at a minimum must be competent with data manipulation, using pivot tables, vlookups, sumifs etc
  • University degree in a numerical subject preferable
  • Good general MS Office skills
62

Financial Planning Analyst Resume Examples & Samples

  • Support the Financial Planning Manager in the preparation and consolidation of the operating plan (5 years), forecasting processes, and monthly forecasting submissions
  • Manage the planning timetable, ensuring that all parts of the business are aware of process, timetables and relevant inputs to facilitate timely delivery of financial and related planning materials
  • Reconciliation of data between major accounting reporting systems (BPC/Group Consolidated BPC and ERP) for Income Statement, Balance Sheet and Cash Flow
  • Support the delivery of robust financial forecasts in the Group consolidation systems (BPC) on time
  • Liaise with the Tax team to ensure tax forecasting is accurate and that all variances to previous plans are reconciled and understood
  • Develop analysis to support the financial debate on emerging strategic and business decisions
  • Be a key super user taking the opportunity to enhance rollout and drive process improvements; support the management of BPC to ensure budgeting and planning modules are 'fit for purpose'; Liaise with IS and System accountants where necessary to ensure optimum performance
63

Senior.financial Planning Analyst Resume Examples & Samples

  • Ensure that accurate and timely monthly forecasts and annual budgets are provided
  • Run revenue projection forecast models and manage input data sets from multiple sources for monthly actualization and to reflect changes in business decisions
  • Maintain a thorough understanding of the revenue trends, and explain/report these to senior management
  • Weekly KPI reporting to help track Consumer Growth for the EMEA region and report to US for Consolidation
  • Ensure that business support is given to local Department Managers
  • Ad-hoc analysis when required in response to business / finance needs
  • Work with Local Accounting team on Month End processes
  • Experience working in a subscriber based industry preferred
  • Recently Qualified CIMA /ACCA/ACA preferred
  • Effective communication skills - both written and oral
  • Planning and organizational skills including effective time management
  • Ability to define problems, collect data, and draw valid conclusions
  • Advanced Excel and analytical skills and experience
  • Commercially aware
  • PeopleSoft financial systems, TM1, and SLX experience preferred
64

Financial Planning Analyst Resume Examples & Samples

  • Analyze financial and management data encompassing all revenue, expenses and other major financial items to support business managers in monitoring and managing their business
  • Consolidate monthly financial results for a business or division consistent with group or division requirements
  • Provide support to the business units in monthly and annual operating plan and forecast processes and strategic plan
  • Ensure maintenance of accurate financial databases
  • Deliver accurate, timely and quality financial reports and variance analysis to business department and/or division management
  • Assist in projects, e.g. implementation of new reporting requirements/processes
  • Provide troubleshooting support for the business units with regard to financial and revenue issues
  • Contact with management within the business or staff area, in-country or regional reporting lines
65

Senior Financial Planning Analyst Resume Examples & Samples

  • Conduct, supervise and coordinate financial analysis to drive the business
  • Ensure financial commitments (P&L, Working Capital and Cash Flow) are met or exceeded
  • Thorough understanding of Project Accounting and drive Project Reviews & ensure compliance to HWL policies
  • Provide financial guidance to SEA LSS Team for all activities of the business & financial activities
  • Provide guidance and support to multiple departments/functions on forecasting and planning
  • Identify and implement process improvements for maximizing regional profitability and operating efficiency
  • Support APAC Pole Finance leader FP&A activities including MOR, AOP, Pulse and Regional Reviews
  • Proactively evaluate business performance and highlight under performing (and outperforming) territories
  • Create and maintain detailed financial models on a monthly and quarterly basis as needed, for planning purpose that provide insight and what-if capability for income statement, balance sheet and cash flow
  • Focus on Standardization and Continuous Improvement in reporting to support organisational objective
  • ACA/ ACCA/CIMA/Major in Accounting is a must
  • Experience in Oil & Gas Sector, Corporate Audit , Business Finance would be preferred
  • At least 6-10 years’ experience in MNC in FP&A & Accounting
  • Able to handle multiple tasks, strong analysis skills, team player
  • Must be an effective Communicator both verbally and written
  • Strong sense of Business Partnership
  • Hands-on experience with HFM/HSP and ERP (Oracle, SAP)
  • Expertise on MS PowerPoint and Excel is a must
  • Positive attitude and Strategic Thinking
  • Demonstrates 12 HWL Behaviors (Leadership, Communication, Champions Change, Team Worker, Self Aware & Learner etc)
  • Able to work under pressure, multi tasking and meet tight deadlines
  • Always eager to improve, adaptable to change and learn to support business
  • Ability to interact with geographically diversified teams and able to communicate & work with multi-cultural teams
66

Financial Planning & Analyst Manager Resume Examples & Samples

  • Evaluate monthly actual results for reasonableness / variance to Plan / Prior Year / Prior Estimate
  • Lead the consolidation & development of monthly financial forecasts for GSP NA; including summary reporting packages (& supplementary schedules) for review with division management
  • Lead the development of the Annual Operating Plan; including establishment of planning calendar / timelines, targets, key deliverables
  • Load forecast and plan data to the Hyperion system
  • Identify trends and P&L improvement opportunities; suggest corrective actions for implementation
  • Prepare / consolidate interim monthly progress reports
  • Support forecasting and analysis of actual results &deviations to forecast related to GSP NA cash flow and balance sheet. Develop report formats and analytical models that assist in forecasting of Working Capital and Cash flow
  • Work with functional department owners to accurately forecast and report departmental expenses and recommend actions to maintain cost control
67

Financial Planning Analyst Resume Examples & Samples

  • Performs financial planning analyses for clients including, but not limited to: retirement, investments, estate, tax, education funding, real estate and risk management needs analysis
  • Prepares presentations, research, and supporting materials for client meetings and reviews
  • Conducts assessments of clients evolving financial planning needs
  • Provides and monitors reports including minimum distributions, performance, billing, insurance policies, and tax consequences
  • Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
  • Provides high level contact with clients designed to maintain and enhance the client relationship
  • Maintains working knowledge of the industry, products, and trends
68

Financial Planning Analyst Resume Examples & Samples

  • Conduct business promotion though pricing waiver, underwriting, asset sale and double count related activities
  • Liaise between front offices in the Americas and Tokyo headquarter
  • Conduct financial and business related analysis and prepare documentation
  • Assume other tasks assigned by Section/ Unit Head
  • Undertake periodical/ ad hoc reports to the Head Office and Management of the Americas
  • Deal with other administrative matters within Business Promotion Unit
  • Bachelors degree in Finance, Accounting, Economics or Business Administration
  • 1-2 years of related work experience
  • Good understanding of financial statements
  • Excellent interpersonal, communication, presentation, and negotiation skills
  • Intermediate/advanced level of Excel, Word, and PowerPoint
  • Good understanding of financial/banking products
  • Willingness to undertake new tasks
  • Ability to read, speak, and write in Japanese is preferred
  • Prior experience working for a Japanese Company a plus
69

Senior Financial Planning Analyst Resume Examples & Samples

  • Support the consolidated monthly closing processes. Ensure the integrity of the financial statements. Able to assist and
  • Degree in Finance or Accounting; CPA; ACCA, FCCA, Qualified accountant
  • Minimum of 2 years professional experience in progressively complex and varied assignments including a role as a
70

Financial Planning & Analyst Manager Resume Examples & Samples

  • Working knowledge of US GAAP, corporate reporting requirements, financial analysis techniques, and budgeting/forecasting processes
  • Proven track record with financial process / reporting improvement and simplification
  • Ability to develop and apply financial models
  • Strong financial/cost analysis and budgeting/forecasting skills
  • Excellent communication, inter-personal and presentation skills
  • Must possess strong analytical skills and sound business judgment
  • Self-direction and organization skills critical to achieve month-end reporting deadlines
71

Senior Financial Planning & Analyst Resume Examples & Samples

  • Evaluate actual results for reasonableness and prepare fluctuation analysis as necessary
  • Administer and maintain the HFM financial reporting system used for reporting of financial results to Americas management and operations
  • Support forecasting and analysis of actual results deviations to forecast related to cash flow and balance sheet
  • Strong PC skills including advanced knowledge of HFM, Business Objects, Excel and PowerPoint
  • Excellent communication and presentation skills
72

Senior Financial Planning Analyst Resume Examples & Samples

  • Experience with financial modeling/development of ROIs & Business Cases
  • Ability to think objectively and interpret meaningful themes from quantitative and qualitative data
  • Strong ability to build collaborative & influential relationships within a corporate matrix environment
  • Strong verbal and written communication skills with ability to present to executive leaders
  • Knowledge of Hyperion Planning or HFM a plus
  • Experience in a McKesson business unit a plus
  • Able to use rigorous logic and methods to solve problems with effective solutions
  • Ability to influence at all levels, as well as a demonstrated ability to work effectively within a team and be assertive in driving successful strategies
  • Ability to set objectives and goals and organize work appropriately to meet and exceed goals
  • Strong organizational and time management skills
73

Senior Financial Planning Analyst Resume Examples & Samples

  • Ability to work collaboratively with Corporate FP&A and Business partners to establish plan goals and deadlines
  • Strong communication (both written and verbal) and strong presentation skills are required
  • Self-motivated, highly organized, and detail oriented as well as above average problem solving/analytical skills required
  • 5+ years experience working with financial budgets required
74

Financial Planning Analyst Resume Examples & Samples

  • Assists in the creation/distribution of budgeting model spreadsheets to all Business Units (BUs)
  • Assists in the consolidation of all budgeting spreadsheets as submitted by all BUs
  • Updates budgeting model with new data
  • Provides input to improve budgeting model as appropriate
  • Generates and distributes monthly/quarterly financial statements for all locations
  • Generates and distributes Utilization Reports for all locations
  • Assists in research of inquiries regarding budget variances by managers
  • Exercises company credit lines from established vendors as appropriate
  • Authorizes funds to be moved from company accounts as appropriate
  • Monitors daily report for vendors for accuracy of direct debits
  • Maintains current M&A databases and archives
  • Provides support to the M&A function as requested; including financial modeling, due diligence follow-up, documentation, etc
  • Performs special projects as assigned
75

Financial Planning Analyst Resume Examples & Samples

  • Forecasting / Planning – Execution of financial forecasting and planning for each function/business unit (~20 P&L’s), including gathering data, preparing analysis, generating reports and providing value added insight to the financial data. Target setting with headcount through every expense line of the P&L, and working capital. Executing to company initiatives and goals set by executive management of each function/business unit
  • Financial Statement Management – Coach/educate each business unit on scorecard/P&L performance with monthly review of P&L levers and working capital metrics, with variance analysis and recommendations
  • Analysis – Provide value added financial insight to guide decision making for senior leadership
  • Business Modeling – Collaboratively interact through proposed deal analysis. Provide recommendations and facilitate approvals required to implement. Ability to problem solve, analyze financial metrics (ROWC, NPV, ROI), interpersonal skills, negotiation skills and the ability to think outside of the box a must
  • Ad hoc – Respond to ad hoc requests from all levels of management, including variance analysis, special requests, and department process improvements
76

Financial Planning Analyst Resume Examples & Samples

  • Prepare weekly KPI reporting to management and project teams
  • Assist in the control and consolidatation of annual budgets, quarterly forecast, hit list, backlog files for submission to US
  • Prepare analysis and maintain backing schedules for annual budgets, quarterly forecast, hit list and backlog submissions
  • Ensure compliance with Standard Finance Operation Practices and Sarbanes-Oxley
  • Assist in implementing improvement procedures, work to improve standardisation of reporting and processes
  • Preparation of ad hoc analysis as required for B&I LoB
  • Ad hoc support of business for non Operations queries
  • Part - Qualified Accountant
  • Excellent communication skills at all levels
  • Ability to engage stakeholders and to build appropriate partnerships
  • Proficient in the use of Microsoft Office applications – Word, Excel , Outlook etc
77

Senior Financial Planning Analyst Resume Examples & Samples

  • Bachelor's Degree in Finance Analysis and Cost accounting
  • 5+ years experience in Finance and Cost Accounting
  • Experience supervising personnel
  • English Proficiency (90% speaking and writing)
  • Excel (Advance level)
  • Strong technical knowledge of Finance, Cost accounting and Standard Costing
  • Strong (advance) technical Excel knowledge
  • Influencing and persuasion skills
  • HFM and SAP knowledge would be beneficial
  • Strong preference for ISC finance and FP&A background
  • Strong business partnering, effective verbal and written communication skills in a global environment, demonstrated leadership, mentoring and work direction skills, ability to work independently and make decisions impacting multiple functions, change champion
  • Program / project leadership skills and experience
  • Six Sigma Greenbelt Certified
78

Financial Planning Analyst Resume Examples & Samples

  • Provides accurate and timely financial analysis and reports to aid in profitably managing the business and makes recommendations to compensate for variances when detected
  • Participate in the preparation of profit plans and forecasts for Sarbi operations in Romania
  • Participate in the preparation of Standard Costs calculation for Sarbi operations in Romania
  • Analyzes of products profitability
  • Analyzes master data for Sarbi plant in SAP for financial material data, purchase records, transfer prices
  • Support Sarbi team in preparation of Business Opportunity Calculations for projects
  • Drive continuous improvement in financial and business practices
  • University degree in finance, accounting, or business administration
  • Strong interpersonal, communication skills
  • Ability to operate across, and influence within, a complex matrixes organizational structure
  • Broad general business knowledge
79

Financial Planning Analyst Resume Examples & Samples

  • Bachelor’s degree in Accounting, Finance or Business Administration
  • Minimum of 5 years of progressive experience in Accounting/Finance
  • Basic knowledge of Trade Compliance
  • Prior experience as accounting Supervisor, or cost accountant
  • Desirable Master’s degree in Accounting, Finance or Business Administration. CPA or CMA
  • Management experience including supervising professional staff
  • Familiar with Finance and ERP information Systems
80

Senior Financial Planning Analyst Resume Examples & Samples

  • Primary responsibility for coordination of the Integrated Program Management Reports (IPMR) which summarize cost and schedule performance on the F135 Development Programs
  • Ensure EV compliance over all aspects of F135 Development Program’s Contract Data Requirement Lists (CDRL)
  • Promote data integrity by properly controlling and monitoring EV systems (Winsight, Dassian, etc)
  • Leverage EV data/ systems to increase reliability of P&L projections for PW financial planning
  • Actively support monthly Cost & Schedule Reviews and drive complete and accurate Variance Analysis and robust Risk Management practices
  • Timely follow-up and disposition of various USG/ PW requests
  • Drive application of ACE Tools & Process Improvement in support of the Program Management Office (PMO)
81

Supervisor, Financial Planning & Analyst Resume Examples & Samples

  • BA degree is required
  • 3+ years proficient use of SAP, Earned Value Management System (EVMS) and/or Pricing
  • 3+ years demonstrated competency in Project Management and/or relevant experience
  • MBA degree preferred (not required)
  • 6+ years providing financial guidance to Program Management personnel to ensure EVMS compliance
  • 6+ years assuring data integrity of Internal and External Reporting (CPR/ IPMR, CFSR, Invoice Plan, Variance explanations, etc.)
  • 6+ years establishing process flow to effectively manage and control negotiations, pricing requests, and other emerging financial deliverables
  • Prior Supervisory experience preferred not required
82

Financial Planning Analyst Resume Examples & Samples

  • Consolidating and tracking progress under various financial initiatives across the organization
  • Provide management with progress updates and other reporting as it relates to different projects across the origination
  • Acts as liaison between FP&A planners and business, communicating requirements, action items, and reporting cadence
  • Support in process improvement across different financial processes from monthly reporting to forecasting
  • Establishing strong business partner relationships & providing analytical and decision support to business partners; acts as business’ trusted advisor and supports them in attaining their business and financial results
  • 2 - 3 years of experience preparing and analyzing budgets is required
  • Demonstrated proficiency with MS Office Suite (Excel, Access, and Word) as well as PeopleSoft & Hyperion software is required
  • Ability to work collaboratively with Corporate Financial Planning & Analysis and Business partners to establish plan goals and deadlines
  • Strong communication (both written and verbal) and presentation skills
  • Capable of leading change and challenging the status quo while working diplomatically to keep stakeholders engaged
  • Self-motivated, highly organized, and detail oriented as well as an ability to solve problems and perform analytics
  • Ability to work, and is comfortable in ambiguous situations
  • The ability to manage projects and customer expectations to a successful conclusion is essential
83

Financial Planning Analyst Resume Examples & Samples

  • Provide accurate and timely operational analysis to drive operational performance
  • Preparing / assisting with the preparation of management reports
  • Align reporting requirements for all stakeholders
  • Prepare Group reports monthly and quarterly in line with Group reporting template
  • Prepare annual budgets & forecasts, and assist with presentation to board level
  • Working with wider team to identify and implement continuous process improvements in all areas
  • Strong knowledge of accounting standards/IFRS, ideally from a manufacturing/engineering background
  • Excellent communication skills, with ability to work under pressure
  • Highly organised with strong analytical skills and attention to detail
  • Multi-site experience is highly advantageous
84

Senior Financial Planning Analyst Resume Examples & Samples

  • Financial forecasting, budgeting, and variance analysis for business areas supported
  • Ability to articulate context and the “story” behind financial movements and key drivers
  • Create and maintain operational/financial measurement models and reports as required by Sr. Management, including production data, unit costs, PMP costs, staffing, equipment usage, etc
  • Bachelor's Degree in Business, Accounting, Finance, or Management (or equivalent work experience)
  • More than 5 years experience preparing and analyzing budgets is required
  • Strong communication (both written and verbal) and strong presentation skills
  • Demonstrated ability to interact with department management and the ability to work in an independent environment is essential
85

Financial Planning & Analyst Specialist Resume Examples & Samples

  • Support all financial planning and analysis activities for the GFP business including
  • Experience in financial forecasting (8-10 years), preferably in related industries
  • Strong working knowledge of US GAAP, financial analysis techniques, and budgeting/forecasting processes
  • Strong PC skills including advanced knowledge of HFM, Excel and PowerPoint
  • Strong communication skills with ability to present recommendations effectively to senior management in both written form and orally
  • Self-direction and strong organizational skills are critical to meeting reporting deadlines
86

Financial Planning Analyst Resume Examples & Samples

  • Accounting Qualification - ACA, ACCA, CIMA
  • Minimum of 2-3 years' experience working in a financial analytical role
  • SAP/Oracle/Hyperion or other major ERP Systems experience is desirable
87

Financial Planning Analyst Resume Examples & Samples

  • Maintain daily, weekly, and monthly reporting and analysis models that track performance and results of various units within the organization including the monthly close/reforecast process and variance reporting standards
  • Communicate with business partners and business leaders to ensure consistency with current finance operational environment
  • Assist in providing timely and accurate reporting and analysis and ensure information is received completely and in the correct format before completing final analyses
  • Design and write queries in Hyperion financial planning, Oracle Essbase, Excel, Access, and/or other internal financial systems to extract data from various data sources effectively
  • Maintain the financial planning system by completing data uploads and revisions and running and organizing automated reports that accurately consolidate and identify issues that cause variances
  • Complete monthly revenue and expense analysis to provide key drivers impacting results
  • Test and suggest new reports in response to current business issues and create standard operating procedures for the benefit of the department; identify opportunities to streamline/automate current process and reporting and execute the necessary changes to implement
  • Complete special projects and ad hoc requests
  • Bachelor’s degree in accounting, finance, or related field
  • 1-3 years of experience in accounting or financial planning and analysis
  • Quantitative skills (SQL a plus)
  • Strong Microsoft Excel skills (experience writing macros a plus)
  • Strong analytical skills with experience in creating reports using Hyperion financial planning and Oracle Essbase
  • Ability to perform and remain organized in a fast-paced, deadline driven environment by multi-tasking
  • Ability to take initiative and work independently in a sometimes unstructured environment with frequently changing priorities
  • Strong attention to detail and exceptional organizational skills with desire to grow in finance profession
88

Financial Planning Analyst Resume Examples & Samples

  • Fluent in English, both written and oral. International experience plus
  • Minimum 2 years of financial planning analysis or similar experience with a medium company
  • US Gaap/IFRS knowledge a plus
  • Experience in managing/handling day to day functions at a smaller organization
  • Must be extremely capable in Excel and other MS office applications
  • Interest in commercial aspects of business including new plant growth plans identification, analysis and implementation
  • BS/BA in business degree required; preferably CPA with external audit experience
  • Additional qualifications (CFA,MBA) a plus
  • High level of initiative and proven ability to work collaboratively in a team-based environment
  • Strong analytical acumen and a demonstrated ability to prioritize workload based on impact
  • Professional, team player with strong leadership and interpersonal skills
  • Ability to plan and carry out responsibilities with minimal direction
  • Detail oriented, self-motivated, and highly proactive
89

Financial Planning Analyst Resume Examples & Samples

  • Provide sales & KPI reporting across the business ensuring accuracy and timeliness of reporting
  • Maintain financial reporting to aid strategic decision making
  • Produce Profit & Loss analysis to review risks and opportunities within the trend and budget
  • Support the preparation and submission of all Budget and Trend analysis for submission to the International business
  • Apply company procedures and internal controls at all times
  • Ad-hoc analysis and advice to the business on business expenditure to allow for more informed business decisions and profit improvement strategies
  • Skilled in MS Excel essential
  • Experienced in a finance role preferably in the Retail industry
  • Ideally experienced in SAP, BW, Magnitude
  • Qualified in a relevant field. CA/CPA qualification will be highly regarded but not essential
  • Able to work independently in terms of time management and meeting deadlines
  • Detailed in your approach to your work
  • A problem solver
  • Passionate about finance and analytics!
  • Comfortable challenging the status quo
  • Able to collaborate and communicate effectively with your demonstrated interpersonal skills
90

Financial Planning Analyst Resume Examples & Samples

  • Work with Functional Leaders to ensure the accurate and timely production of budgets, variance analysis and commentary for presentations to CFO and CEO
  • Support the weekly tracking of the margin and cash flow to ensure adherence to the submitted plan
  • Drive cash flow operating rigor including working capital improvements, identification of factoring opportunities, and improvements in past due performance
  • Directly support the FP&A Leader in managing base cost budgets and drive opportunities cost savings
  • Participate in the quarterly financial closing process including functional cost recasts, variance analysis and results reporting
  • Provide pro-active financial support to Business Leaders, communicating financial analysis and helping achieve business’ headcount and productivity targets
  • Respond to ad-hoc requests for customized data and reports
  • Evaluate and implement FP&A process improvements
  • Build strong relationship with local Finance Teams to better facilitate the regular reporting processes
  • Strong analytical and problem-solving mindset, including ability to articulate/implement solutions
  • Proven interpersonal /communication skills and ability to work in a matrix organization
  • Time management and the ability to meet strict deadlines
  • Advanced Excel and Powerpoint skills
  • 2 years’ experience in a finance position
  • Completed or working towards completion of CA/CPA or equivalent
  • Undergraduate degree or equivalent
91

Senior Financial Planning Analyst Resume Examples & Samples

  • Work closely with accounting team, oversee PMT-HPS financial operations to be well executed in line with AOP
  • Perform PM- HPS monthly, and regular AOP and variance analysis & review, management report, and provide FP&A service to business leaders
  • Involve into rolling forecast and AOP/actual review cycle. Identify the gap to meet the AOP and support PMT- HPS R&D leaders to take actions
  • Oversee and review necessary PMT- HPS business operations, incl. PR, AR, travel request, project accounting, take immediate actions to correct pending items
  • SAP and e-finance: support on SAP operation improvement in R&D Companies. Ensure accurate & timely month-end closing and relevant financial operations (Revenue recognition, billing, cost tracking, payroll, accruals, liabilities, etc) in SAP platform
  • Capex: directly supervise PMT- HPS fixed asset acquisition process and follow up capitalization work
  • Cost reduction project: manage PMT-HPS materials procurement & consumption, and other direct expenses. Implement various cost reduction project at facility, office supplies, electricity, outsourced service, furniture investment, etc
  • Support efficient growth: improve the core competency of PMT - HPS R&D China at growth and efficiency
  • Investigate the cost structure of hourly rate (or AOP quotation). Act as an enabler to help PMT - HPS R&D team to improve the operation efficiency, monitor overall cost, and keep balanced cash flow
  • Management & Training: conduct internal trainings, fulfill financial tasks, and meet senior leadership teams’ expectation. Coach engineering team members to improve controllership and risk management awareness
  • Other ad hoc tasks
  • University degree or above, major in finance / accounting, business administration or related field
  • 5+ years professional experience at finance analysis or corporate accounting / controlling; overseas experience or higher education in-lieu-of working experience; SAP is a plus
  • Familiar with PRC & US accounting policies
  • Team working, effective communication, quick learner, strong sense of responsibility and result oriented
  • Ability to handle challenging tasks and situations
  • Fluent in both English and Mandarin. Good at MS office, especially for excel and power point
92

Financial Planning Analyst Resume Examples & Samples

  • Help Identifying new metrics (i.e. KPIs) to drive performance relative to strategic priorities and ensure current metrics are relevant and effective
  • Translate financial metrics into key insight for operational and strategic decision making
  • Identify and drive value creation within business (stretch targets). Measured by profit improvement, lower cost and driving performance. Focus management on most critical risks and opportunities
  • Work and communicate within the operations and supply chain team to take necessary action to challenge under performances or/and increase productivity
  • Provide financial and business analysis on projects and key initiatives including business case preparation and commitment models
  • Understand drivers of inventory, translate into inventory reduction strategies and optimized stock levels
  • Partner with purchasing and procurement (supplies, spare parts, services), have a clear line of sight and ensure value for money
  • Understands, translates, and provides insight into business performance against competitor & industry trends. Ability to connect the dots
  • Drive planning processes: use cost knowledge to drive accurate forecasts and challenging budgets
  • Actively supports the businesses Supply & Demand planning IBP processes, working collaboratively with the Regional/Business FP&A leads
  • Understands controllable and uncontrollable (macro-economic) factors impacting the business and proactively works with operations leadership to develop actionable plans to respond to controllable factors
  • Responsible for planning the annual and multi-year base capital plan for the business
  • Involved in fixed asset management. Give directions in Capex/Opex discussions
  • Ensuring rationality of monthly/quarterly financials
  • Has good perception of accruals and other liabilities in terms of P/L impact/risk
  • Bachelor’s Degree or higher in Finance, Business related degrees or equivalent experience
  • 5 to 7 years relevant experience
  • Demonstrates strong operations acumen and be able to understand operations and there key drivers of success
  • Proven partnership with cross-functional teams
  • Demonstrated success in business partnering initiatives within operations and/or supply chain
  • Abitlity to integrate and interpret disparate sources of data using broad range of analytical data tools. Incorporates use of statistical methodology and predictive modeling techniques
  • Ability to communicate and influence at all levels of the organization and build trust across multiple stakeholder groups
  • Experience working in a Matrix structure
  • Ability to inspire people from different functional areas
  • Keen sense of priorities and outspoken advocate of the bottom line
  • Proven ability to lead change
  • Proven high excecution capacity
  • Tenacious, hands-on mentality, capable of executing under pressure
  • Analytical proficiency to derive insights from large and complex sets of business data
  • ACCA or CIMA
  • Understanding / work datawarehouse capabilities (Hyperion, Oracle, etc)
  • Demonstrated leadership
  • USGAAP Knowledge
  • Knowledge of another European language
  • This role is an excellent opportunity to gain strong business, financial, negotiation and leadership skills
  • This position will be working with leaders of the business and across businesses being able to reach enterprise level
  • Can leverage this experience to perform FP&A Lead position or also roles within Operations
93

Financial Planning Analyst Leader Resume Examples & Samples

  • Prepare, provide and track several reports/metrics/information regarding the performance of our business in different dimensions (Equipment, Services, Territory, district, Full Stream, etc)
  • Provide assistance/analysis to identify risks and opportunities and work on countermeasures
  • Provide support for system and reporting from HFM applications, develop technical training programs for new and basic users
  • Participate/provide technical-financial support to project evaluation-Corporate platform (CER) Fixed assets, Relocation, Business acquisitions & Plants expansion, warehousing
94

Financial Planning Analyst Resume Examples & Samples

  • Responsibility for retail sales reporting ensuring integrity, accuracy and ontime
  • Processing and consolidation of zone retail sales & KPIs, trends and budgets with integrity, accuracy and timeliness
  • Custodian of the zone month end overheads process, including budget and forecast, ensuring relevant meetings with zone directors
  • Consolidation of the weekly turnover reporting for EMEA Zone
  • Responsibility for managing inter-group recharges from Zone to markets on a monthly basis
  • Maintaining the integrity of the Purchase Order process and workflows within the EMEA Zone
  • Monthly reporting of SG&A and A&P
  • Assisting the FP&A Manager with budget and forecasting as required
  • Working closely with Zone print team on budgets, forecasts and charges
  • Relevant degree or equivalent in relevant discipline would be an advantage
  • Foundation accounting qualifications a must, ACCA or CIMA qualifications would be an advantage
95

Financial Planning Analyst Resume Examples & Samples

  • Lead the development of financial plans, forecasts, and manage the budgets for the BU
  • Contributes the financial analysis to, and evaluates overall, the investment dollars and bid proposals business cases
  • Supports risk management and risk mitigation activities
  • Prepares reports and analyses for management review
  • Monitors and challenges BU financial performance
  • Collects, analyzes, and enters/maintains financial performance data (KPI’s)
  • Supports and advises on BU financial decision-making
  • Manages project and program finance issues
  • Develops and manages forward pricing rates utilized in government contracting
  • Provides regular and ad hoc financial analyses and information. Coordinates with other Finance and Company leaders, the activities designed to ensure consistency and integrity of data
  • Improves and monitors FPA systems in order to ensure accurate and timely costs and reporting is available to internal and external parties
  • May represent the VP Finance - IES BU in some meetings
  • Improves the organizational construct for FPA across IES BU, ensuring finance resource optimization through impactful changes to established ways of operating (aligned to CAES Sector expectations). Results in outstanding service levels and unquestionable accuracy of throughput achieved by the FPA
  • Demonstrable experience with creating and implementing processes, and in process improvement/leaning processes across a business
  • 10+ years of work experience in Finance
  • MBA and CPA highly preferred
  • Active DoD Security Clearance
96

Financial Planning Analyst Resume Examples & Samples

  • Provide management with insights of current business performance developments
  • Analyze combustible market & substitute products on a structured basis, highlighting opportunities and threats
  • Sustain forecasting accuracy for market & SoM performance across all product categories, establishing smooth and efficient internal processes with involved departments
  • Help establishing a competitive intelligence task-force, ready to pro-actively discuss with management on threats and opportunities deriving from competitive landscape, and to lead local projects on the topic
  • Further improve and automate our processes & tools and ensure timely enhancements to our Business Intelligence according to the needs of the organization
97

Financial Planning Analyst Resume Examples & Samples

  • Degree in Business Administration or Accounting or equivalent
  • Minimum 6 years of directly related experience, in an accounting/financial analysis role
  • Ability to prepare and present complex data in a simple, understandable manner
  • Computer and systems proficiencies - strong skills in Microsoft Office Excel, Oracle, Hyperion Enterprise experience preferred
  • Self motivated, self-starter, and positive, results oriented individual
98

Financial Planning Analyst Resume Examples & Samples

  • Maintain and enhance the IT Planning SharePoint site for use by NA HVAC IT stakeholders
  • Analyze, develop and document month-end IT cost center and project journal entries
  • Assist with Shared Service allocations to Business Units during the annual planning process
  • Seek automation opportunities to streamline and enhance financial reporting capabilities
  • Create reports and analysis from contractor time charging system
  • Assist with purchase order requisition submittal and PO tracking/reporting
  • At least 2 to 5 years of experience in accounting, finance, or related IT role
  • High level of self-motivation
  • Candidates should be team-oriented and have excellent written and oral communication skills. The successful analyst will be assertive and results-oriented and have good problem solving skills
99

Financial & Planning Analyst Intern Eemea Resume Examples & Samples

  • Business School or equivalent specialized in Finance
  • Fluent English (day to day working language)
  • Good understanding of Microsoft Excel & PowerPoint
  • Able to interact with people
100

Global Financial & Planning Analyst Resume Examples & Samples

  • University diploma in the Finance; Master degree would be an asset
  • Ability to interact with management
  • Ability to identify new performance metrics
  • Ability to explain differences and recommend solutions
  • Knowledge of accounting and closing procedures
  • ERP reporting and budget tools advanced knowledge
101

Senior Financial Planning Analyst Resume Examples & Samples

  • Coordinates the preparation of the monthly KPI Reports for the Company, which includes development and preparation of select financial statements, scorecards, schedules, and charts. Establishes, maintains, and updates templates, as necessary, to be used within the organization. Interacts with Accounting Company Control (ACC) and financial reporting to support their requirements of reporting
  • Take active part in the estimate process in preparing estimate material provided to AB Volvo and Volvo Trucks
  • Responsible for the preparation of common financial data for the Business Review and Governance Meetings. Ensures accurate, on time, and meaningful information
  • Interacts with financial controllers/managers within the organization to keep abreast of financial and operational matters impacting operating results. Anticipate any analysis to keep track on early trends affecting the profitability of Mack Trucks & VTNA
  • Bachelor’s Degree in Accounting of Finance, CPA or MBA preferred
  • 7 years’ experience in Business Control, Finance, or Accounting
  • Financial analysis experience in a manufacturing industry preferred
102

Financial Planning Analyst Resume Examples & Samples

  • Self-starters and not reliant on others to get things going
  • Have confidence in their abilities but open to learning
  • Embrace and support change
  • Experienced in an international high growth services organization
  • Confident and accomplished presenter of information to non-finance colleagues
  • Project Managers
  • Client Engagement Managers
  • Shared Services Team in Romania (Finance/HR/Procurement)
  • Cost Centre owners
  • Executive directors & Senior Management
  • Previous experience (1-2 years) in a similar role: FP&A or Financial/Reporting Analyst
  • Oracle knowledge (i.e. Smartview, PBCS) for financial analysis/forecasting activities is a plus
  • Very strong analytical skills, numerical and modelling skills
  • Excel skills (pivots, look-ups as a minimum)
  • Clear written and communication skills
  • Ideally the candidate would be newly or part qualified in CIMA, ACCA or equivalent
103

Financial Planning Analyst Resume Examples & Samples

  • Prefer 2-5 years corporate experience, preferably in Corporate Finance
  • Strategic mind and genuine interest in framing and solving complex business problems
  • Strong financial analysis and modeling background
  • Strong interpersonal skills and the ability to interface directly with higher levels of management
  • Self-motivated with a strong drive for results and intellectual curiosity
  • Likes to challenge status quo
  • Must be able to meet deadlines and work well under pressure in a fast-paced environment
104

Financial Planning Analyst Resume Examples & Samples

  • Highly organized, proactive and eager to learn
  • Proven track record of teamwork
  • Strong written and verbal communication
  • Proficiency in Excel required
105

Cost & Financial Planning Analyst Resume Examples & Samples

  • Responsible for developing, interpreting and implementing financial concepts for financial planning and control
  • Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements, operating forecasts, etc
  • Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements
  • Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained
  • Financial planning and analysis of functional business units
  • Review and analyze monthly financial results
  • Deep dive into financial results to reconcile variances and develop qualitative explanations and identify potential risks and/or opportunities in the company plan
  • Interact with financial and business management to help generate and corroborate annual and long range forecasts
  • Assist in the preparation of monthly senior management presentations
  • Ability to learn and use IT systems and company processes quickly
  • Compliance with Company policies, generally accepted accounting principles and legal requirements
  • Actively contribute to managing account structures in Hyperion
  • Ability to create efficient reporting from Hyperion
106

Financial Planning Analyst Resume Examples & Samples

  • Identify and develop strategies to achieve financial plan
  • Utilize financial reports to review operating performance for products, market locations, installation, and sales
  • Understand the levers of profitability, focusing on metrics that align with profitability goals
  • Identify trends and developments on a continual basis for company, industry, and markets and understand their impact on company profitability
  • Build solutions that satisfy business partner’s needs
  • Manage change by including business sponsor in the process
  • Structure projects to have a defined deliverable and definition of success
  • Communicate analysis in a manner that enables the business sponsor to understand and act on the information
  • Ensure compliance to Empire financial policies and procedures
  • Assist in the annual planning process
  • Perform other functions as necessary or as assigned
  • CPA/Master’s Degree preferred
  • Minimum of 5 years’ experience in a manufacturing/public accounting industry finance role
  • Advance Expert user with MS Excel and ERP systems
  • Thorough knowledge of business finance and financial analysis and modeling
  • Basic understanding of U.S. Generally Accepted Accounting Principles (GAAP)
  • Solid understand of corporate financial accounts
  • Basic understanding of statistics
  • Outstanding organizational, analytical and multi-tasking skills
  • Ability to develop strong relationships at all levels within the Company
  • Highly detail oriented
  • Ability to manage multiple projects through the project management process
  • Proficient in MS Word, Excel and Outlook
107

Financial Planning Analyst Resume Examples & Samples

  • The Financial Planning Analyst is responsible for performing high level financial analysis on a variety of projects related to the Alere business
  • This person will engage in strategic analysis and other projects directly with senior business leaders
  • Additional recurring responsibilities include analysing key statistics, reporting financial information to senior leaders, and creating financial forecasts and budgets
  • This position provides broad exposure and high visibility across departments and functions
  • Strong analytical and procedure mapping skills, excellent attention to detail and good business judgment
  • Effective communicator, both articulate & verbally presentable
  • Self-starter, possesses flexibility and ability to work under pressure in a fast-changing environment and ambiguous situations
  • Positive attitude, team player with a high level of initiative, energy and enthusiasm
  • 2-3 years’ experience working in a financial analytical role is a distinct advantage
  • Experience in Qlikview or similar reporting tools desirable but not essential
108

Financial Planning Analyst Resume Examples & Samples

  • Prepare preliminary financial planning recommendations and initial product solutions for advisor review and uses in client meetings
  • Aintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • CFP® preferred
109

Senior Financial Planning Analyst Resume Examples & Samples

  • Prepares, interprets, and analyzes financial data and business metrics, delivering both recurring and ad-hoc reporting for global management, Board of Directors, and investors. Prepares and presents accompanying high quality presentations to provide observations and recommended actions
  • Prepares complex analyses of financial and operational data for ongoing business performance and specific projects, incorporating appropriate financial measures such as time to payback, internal rate of return, cost of capital, etc., and summarize findings
  • Builds, updates, and improves financial models and forecasts for various business projects and transactions, including merger and acquisitions, equity and debt transactions, and other special projects
  • Prepares company forecasts and budgets, and acts as a key liaison with operating functions to build operating budgets and evaluate ongoing results, including monthly budget to actual reporting. Acts as a key process owner for various aspects of the budgeting cycle. Coordinates with Accounting team on monthly closing and reporting process, reviewing preliminary results to insure consistent reporting and classification of budgeted and actual results
  • Manages monthly updates to financial forecasts and metrics to support management’s timely visibility to changing business trends
  • Manages ongoing calendar for preparation and distribution of management reports and scheduling of related review meetings
  • Responsible for continuous improvement of analysis and reporting processes and tools, to enhance quality, clarity, and timeliness of output. Works with Finance, Information Technology, and other functions to address related issues and potential system enhancements
  • Serves as a key contact point for interpretation and investigation of financial results for management across the company. Responsible for managing support for assigned overhead business areas, including recurring reporting and review meetings with department leaders
  • Assists management and others within Finance department with miscellaneous projects and financial support as directed
110

Financial Planning Analyst, Elxd Shanghai Resume Examples & Samples

  • Bachelor degree or above, major in Finance/Accounting/FP&A
  • Solid finance/accounting/FP&A working experience in MNC for more than 3-5 years
  • Be familiar with both PRC and US GAAP
  • Good knowledge of cost accounting in a manufacturing environment
  • Good English both written and oral
  • ERP system knowledge, SAP/Encore knowledge/experience is preferred
  • Capable to work in matrix organization. Good communication skill
  • Comfortable in high pressure of working
  • Experience working and managing in high-performance, quality-oriented, team-based experience
111

Senior Financial Planning Analyst Resume Examples & Samples

  • Prepare financial analyses to support Air Group decision making including 3-year metrics reporting, key performance indicator modeling, product line profitability, competitive analysis and industry benchmarking, what-if scenarios, etc
  • Provide ad-hoc analysis and actionable insights to division leadership to support divisional goals and strategies
  • Responsible for generating monthly reports, including productivity and variance reporting
  • Develop, manage, and maintain models to support company activities, such as labor reports, industry comparisons, cost and revenue forecasts, fuel price scenarios, etc
  • Extremely self-sufficient; able to take the lead on larger initiatives and drive them to completion
  • Help facilitate procedural changes within the division that will create additional financial transparency and budget ownership/accountability
  • Act as financial advisor to various divisions where needed
  • Bachelor's degree in finance, accounting or economics or demonstrable applicable analytical experience required
  • MBA and/or Master's degree preferred
  • Three years of demonstrated analytical experience required
  • Direct experience with PeopleSoft or similar, well-known general ledger system a plus
  • Knowledge of airline fundamentals and economics preferred
  • Knowledge of / experience with net present value, ROIC and related calculations, cash flow identification and activity based costing or cost and revenue allocations required
  • Confidence with MS Excel and databases in general, including experience with a variety of Excel's math functions, pivot tables, and some general exposure to query language required
  • Experience with VBA, predictive analytics, dashboard reporting and enterprise planning software such as Cognos TM1 preferred
  • Strong organizational and communication skills, with the ability to prioritize
  • Ability to learn complex processes and systems, to recommend appropriate changes, and to facilitate implementation preferred
112

Financial Planning Analyst Resume Examples & Samples

  • Prepare financial analyses to support Air Group decision making including 3-year metrics reporting, productivity modeling, segment profitability, competitive analysis and industry benchmarking, what-if scenarios, etc
  • Work with division controllers and division leaders throughout company to develop variance reporting and analysis, and monthly forecasts
  • Assists Cost Center Managers with individual problems of planning, cost control, budget preparation, variance research, and business case preparation
  • Coordinate monthly closing process for various divisions where needed, including accruals, PO system management, invoice review and research, and data entry into relevant support databases/models
  • Provide ad-hoc analysis and input as required to support division financial decisions, company presentations, etc
  • Embody the Alaska Spirit and conduct oneself with Professionalism, Integrity, Resourcefulness and Caring
  • Two years of demonstrated analytical experience required
  • Confidence with MS Excel and databases in general, including experience with a variety of Excel's math functions, pivot tables, and some general exposure to query language
  • Understanding of the general ledger and accounting fundamentals
  • Experience with VBA, predictive analytics, dashboard reporting and enterprise planning software such as Cognos TM1
  • Knowledge of airline fundamentals and economics
  • Must be able to work well with others and as part of a team
  • Must have a willingness to learn from and return value back to FP&A
  • Detail driven with the ability to understand the overriding goals
  • Self-starter who is able to set priorities consistent with departmental goals and work independently
  • Must have the ability to clearly communicate (verbally/written/presentation) to individuals at all levels of the company
  • Must be authorized to work in the U. S
113

Financial Planning Analyst Resume Examples & Samples

  • Assists in preparing financial analyses to support Air Group decision making including 3-year metrics reporting, productivity modeling, segment profitability, competitive analysis and industry benchmarking, what-if scenarios, etc
  • Work with division controllers and other division leaders throughout company to develop variance reporting and analysis, and monthly forecasts
  • Maintains models to support company activities, such as labor reports, industry comparisons, cost and revenue forecasts, fuel price scenarios, etc
  • Assist in monthly closing process for various divisions where needed, including accruals, PO system management, invoice review and research, and data entry into relevant support databases/models
  • Knowledge of accounting/finance fundamentals required
  • Detail driven with the ability to understand the overriding goals required
114

Financial Planning Analyst Resume Examples & Samples

  • 2-5 years of experience in either a corporate finance or planning role, an accounting firm, investment banking or consulting
  • Strong strategic, technical, analytical and problem-solving skills with a high level of demonstrated quantitative and finance skills in educational and professional records
  • Ability to understand Paneras business model through metrics and analysis that drive to insight and action
  • Effective style of presenting solutions to senior executives and staff at varying levels across the organization
  • Proficiency in Excel and other analytical software
115

Financial Planning Analyst Resume Examples & Samples

  • Support Finance Director and FP&A team in providing financial analysis and reporting for Asia Pacific & Japan
  • Forecasts / Month End Close: Partner with Category Finance and respective function owners in managing process and templates
  • Support relevant Financial systems process and key projects
  • Monitor and provide inventory targets, performance and variance reports
  • Identifies opportunities for process improvement and policy development and engages in the design
  • Typically 4+ years of experience as a financial analyst with proven track record in a progressive MNC, preferably in the manufacturing industry
  • Strong understanding of accounting principles and financial analysis
  • Strong analytical and problem-solving skills, with the ability to work in a fast-paced environment
116

Financial Planning Analyst Resume Examples & Samples

  • Typically 6+ years of experience as a financial analyst with proven track record in a progressive MNC, preferably in the manufacturing industry
  • Excellent understanding of accounting principles and financial analysis, with advanced knowledge in one area
  • Excellent analytical and problem-solving skills, with the ability to work in a fast-paced environment
  • Excellent business application skills (e.g., Microsoft Excel)
117

Financial Planning Analyst Resume Examples & Samples

  • Producing daily/weekly/monthly reports as required
  • Creation of Adhoc reports as needed
  • Streamlining existing reports
  • Creating of Standard Operating procedures for various reports
  • Participating in team activities as needed
118

Project Financial Planning Analyst Resume Examples & Samples

  • Prepare project budgets for console games, FTP games
  • Prepare outsourcing mandates quotation, follow and track expenses
  • Control and present monthly reports for production teams & lead studios
  • Review, process and track projects spending & booking
  • Work with finance teams to prepare annual & quarterly financial forecasts
  • Perform smart analyses on selected features and projects types
  • Handle other challenging projects as appropriate
  • You are looking for challenges, always ask questions & be close to project team and developers
  • You like to work with numbers, data, build your own reports & drive your analysis
  • Your communication is fluid and you can work with people from other disciplines and learn to speak their language - finance, production or management
  • You are a gamer, know the industry, up to date on the technologies
  • Bachelor’s degree in economics, finance, management or similar field
  • 2+ years of work experience working as an analyst
  • Oversea experience – studies or work (mandatory)
  • Knowledge of data reconciliation in different systems, solid knowledge of databases
  • Extensive knowledge of Excel
  • Analytical skills, rigor and attention to detail
  • Drive, motivation and team spirit, passion for gaming
  • Proactivity, autonomy and integrity
  • Experience in video games production OR in Software/IT industry with R&D experience is a strong
119

Financial Planning & Analyst Resume Examples & Samples

  • Proficient computer skills (Excel and PowerPoint), knowledge in SAP/BPC desirable
  • Proficient in the use of English Language. Excellent presentation skill
  • Ability to work on multiple priorities in a fast paced work environment
  • BS degree in Accounting, Finance or related and/or other advance course
  • Experience with SAP preferred
120

Senior Financial Planning & Analyst Resume Examples & Samples

  • Bachelor’s degree or higher in Accounting
  • 3-8 years of corporate financial or operational audit experience or financial analysis
  • Professional Qualification (e.g. CPA) would be an added advantage
  • Strong business acumen and critical thinking skills
  • Strong analytical, problem solving and project management skills
  • Proficient in interpreting financial results and business indicators to identify and analyze trends
  • Expertise in computer abilities (MS Office: Word, Excel, PowerPoint etc.)
  • Highly responsible and strong team player and able to work independently
  • Good English communication skills
  • Comfort dealing with ambiguity
  • Detail-oriented, fast-learner, and committed to meet deadline
121

Financial Planning Analyst Resume Examples & Samples

  • Assists Business Controller in routine monthly accounting close, forecast process and budget activities to contribute to a better business awareness and resource planning
  • Processes, tracks and ensures the correct recording of expenses from the procurement stage (i.e. purchase orders) through to payment through AP
  • Ensures appropriate PPM allocations and correct use of project codes to support PPM reporting as well as legal entity accounting
  • Provides variance reports to Expense manager in accordance with close and forecast deadlines to support the expense management process
  • Requires knowledge of generally accepted accounting practices (US GAAP)
  • Understands how to use financial models to develop basic projections
  • Prefer to have a working knowledge of Peoplesoft Financials or Hyperion (not required)
  • Prepares preliminary reports and analyses according to predetermined standards for supervisor/manager review and input
  • Develops a solid understanding of the business segment
122

Senior Financial Planning Analyst Resume Examples & Samples

  • Provide business leadership to ensure the proper visibility of performance, understanding of risk, and proper reporting
  • Conduct analysis of financial statements and associated risks/opportunities for current performance and potential future impacts
  • Define and communicate cost trends and maintain the pulse of market conditions
  • Generate and interpret finance reports including forecasts, plans, income statements, balance sheets and program performance estimates
  • Make recommendations for program financial performance improvements and will lead development of strategic plans and business cases using appropriate financial information
  • Financial Planning core activities in support of BDS, including development of Operating Plan, Forecasting, cost investigation and variance analysis. Will also support special projects assigned by management
  • Bachelors Degree or greater
  • Experience (3 or more years) performing estimates at completion (EACs,)
  • LRBP (long range business planning) experience
  • Previous experience in a role which required the ability to synthesize volumes of data to key messages and points
  • Must be a self-starter, team player with the ability to interface with executive levels of management
123

Financial Planning Analyst Resume Examples & Samples

  • Analyzing and reporting monthly business performance, with a strong emphasis on providing insights from analysis of business trends
  • Analyzing the key annual Profit Plan inputs and preparing the presentation for executive review
  • Partnering with the business finance teams to analyze, communicate, and take action on key operating issues
  • Developing business proposals for significant capital and other investments
  • Collaborating with cross-functional teams to drive policy and process improvements
  • Building proactive reporting tools and analysis
  • Creating presentations for the Board of Directors and senior leadership meetings
  • Supporting Finance training and development initiatives
  • Preparing the annual Profit Plan for the Industrial Sector functional ledgers and providing
  • Monthly guidance and analysis to functional leaders
  • Participating and leading global projects of strategic significance to the Industrial Sector, utilizing direct and indirect resources as required to ensure success
  • Acting as a liaison between Corporate Finance and Accounting and the Sector businesses
  • Bachelor’s Degree in Finance, Accounting, Business or Economics from an accredited institution is required
  • Minimum 4 years of accounting/finance experience required
  • Legally authorized to work in the United States without company sponsorship now or in the future
  • 5 years of progressive accounting or experience within manufacturing preferred
  • Prior Financial Planning and Analysis experience
  • Previous experience within a manufacturing plant preferred
  • Graduate degree in business, finance, or accounting from an accredited institution preferred
  • Certified Public Accountant (CPA) or Certified Management Accountant (CMA) preferred
  • Working knowledge of financial and ERP systems, as well as proficiency in MS Office products
  • Advanced Microsoft Excel Experience with ability to create Macros
  • Visual Basic Applications Experience
  • Thorough knowledge and understanding of accounting principles and concepts
  • Demonstrates professional presence, communicates articulately and confidently
  • Exhibits leadership in defending a position and handling conflict
  • Strong analytical and leadership skills
  • Ability to prepare and analyze financial and operational analyses/reports
  • Effectively challenges the status quo and champions new and innovative ideas
  • Acts as a business partner – sees the big picture – provides broad thought leadership
  • Ability to effectively work in a cross-functional team environment
124

Senior Financial Planning Analyst Resume Examples & Samples

  • Prepares highly detailed short and long range financial modeling for the region. Analyzes actual financial data to explain variances, identify trends and call attention to operational issues that need to be addressed to improve performance. Prepares revised current year forecast to update Senior Management on projected year-end results and the impact on future performance. Serves as a project manager to coordinate with peer departments in order to prepare region' quarterly performance review with Program level senior leadership team. Serves as a liaison to Program Office to communicate results and reforecast
  • Designs and develops various regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization. Organizes and conducts regular meetings with Administrative VPs to review financial results for their areas. Acts as an internal consultant to Kaiser Senior Management team on reading and interpreting financial results, analyzing variances and improving performance
  • Creates and coordinates training sessions for business managers on financial reporting systems and budget process
  • Provides support in evaluating costs of various business proposals. Evaluates the profitability of various areas with the region. (Examples are: pharmacy and optical operations and the Baltimore sub-region.)
  • Designs and maintains sophisticated computer models, graphs and presentations to accomplish the above tasks
  • Serves as a resource for other staff, both within and outside the Department
  • Minimum four (4) years of analytical experience with finance data or statistical analysis required
  • Minimum three (3) years of experience with advanced skills in Excel, Power Point, or other spreadsheet/database/presentation software required
  • Master's degree in business preferred
125

Financial Planning Analyst Resume Examples & Samples

  • Navigate information system applications (SAP, COGNOS, LPI, etc.) to collect actual and forecast data
  • Combine and coordinate multiple sources of data from Finance, Business Units, and Manufacturing
  • Validate Financial inputs to source data
  • Archive data inputs for record keeping
  • Preferred: Finance or Accounting
  • Manufacturing, Finance, Planning/Forecasting
126

Lead Financial Planning Analyst Resume Examples & Samples

  • Drive financial & Operational visibility & transparency on Center Financials & Liquidations to the Operating & FP&A leadership teams
  • Base cost planning: own planning sessions including OP, SII, BP’s & support short/long range financial and business plans. Ensure planning cycle and reporting requirement deadlines are met
  • Base cost analysis: coordinate base cost analysis, prepare risks & opportunities summaries for review with the regional leadership, report actual performance vs. plan
  • Pre-close: forecast & provide pre-quarter estimate for HQ. Prepare pre-quarter estimates that are grounded on actuals and up-to-date business decisions
  • Perform monthly headcount reconciliation, pace to plan, work closely with operations leads on updates & developments
  • Ensure complete and accurate accrual booking and regular review of aging
  • Management pack: analyze and organize financial data appropriately and lead quarterly P&L review with Global Ops regional leader & function leaders
  • Drive lean & fastworks projects through automating and simplifying processes aimed towards eliminating waste & increasing productivity. Manage all aspects relating to the implementation of reporting tools & enhancements
  • English language skills essential
  • Strong analytics mindset
  • Adaptable/flexible: open to change in response to new information, different or unexpected circumstances, and/or ambiguous situations
  • Good ability to communicate both verbally and in writing
  • Strong analytical ability and eye for detail
  • Ability to present data in a simple and clear format, and adapt style to the audience
127

Senior Financial Planning Analyst Resume Examples & Samples

  • Actively support Development Contracts and drive complete and accurate Variance Analysis and robust Risk Management practices
  • Promote contract compliance with USG notification requirements, PW MAM practices, and other compliance metrics
  • Lead negotiation support and analysis across all Development contracts with a focus on optimization of PW Fee and Return on Sales
  • Ensure Program liquidity across all Development contracts by effectively managing the contract funding and contract close out processes
  • Leverage PW systems (SAP, Dassian, BW, etc.) to increase reliability of P&L/ BS projections
128

Financial Planning Analyst Resume Examples & Samples

  • Prepares forecasts and analyzes trends in manufacturing, sales, finance, general business conditions and other areas
  • Handles special projects as assigned
  • Bachelor's Degree in Finance, Economics, Accounting or equivalent with 3+ years experience or Master's Degree
  • Fundamental knowledge of finance principles and practices
  • Broad knowledge of spreadsheet applications and finance-related software
129

Gf-financial Planning Analyst Resume Examples & Samples

  • Work closely with Consumer Banking Cards business partners to provide timely financial information to senior management to facilitate effective and informed decision making
  • Coordinate the forecasts for the Annual Budget process, CCAR and local regulatory stress-testing exercises, and any other ad-hoc scenario projections
  • Undergraduate degree, preferable in a discipline related to Finance/Economics
  • Minimum 7-8 years working experience in Finance or related field
  • Experience in consumer banking context
  • Basic accounting knowledge required, accounting qualification would be advantageous
130

Financial Planning & Analyst Resume Examples & Samples

  • Proven experience (minimum 8 years) in implementation projects involving any of the following: Warehouse Management in ERP and products like SAP or Oracle
  • Proven experience (minimum 4 years) in functional design, configuration, implementations, project life cycles and implementation methodologies
  • Experience working for consulting or professional services organizations ie. Systems Integrators, ERP consulting firms
  • Understanding of business processes e.g. Order-To-Cash (OTC), Procure-To-Pay (PTP) is a nice-to-have
  • Strong analytical skills, ability to translate business processes into functional requirements and to design feasible solutions architectures
  • Good communication and coordinating skill. Can effectively communicate project expectations to all team members and stakeholders including business representatives, partners, customers, and consultants
  • Bachelor degree in Information Technology, Computer Science, Accounting & Finance or equivalent
  • Good English communication skill
  • Highly motivated and able to work independently consistently meeting organizational timelines
  • Proven experience in use and application of Excel and PowerPoint
  • Master's degree in any field Min. 6 years of work experience in data infrastructure and project management
131

Financial Planning Analyst Resume Examples & Samples

  • Supports the month-end closing and reporting processes
  • Prepares and analyzes monthly forecasts and annual budgets
  • Develops and maintains effective relationships across functional teams to provide support and assistance in resolving financial reporting, forecasting, and analysis issues
  • Assists in various financial research projects and large strategic financial/pricing projects
  • Represents Finance on cross-functional project teams- providing analytical support as needed to Sales and Marketing
  • Provides financial support to Sales and Marketing for pricing scenarios and analysis
  • Reviews SG&A expenses at the function, cost center, and GL account levels. Responsible for the production and distribution of monthly spending reports to the respective managers and provides supplemental data and analysis as needed
  • Assists and reviews monthly and quarterly financial results and analysis- highlighting comparisons vs. budget, forecast, and prior year(s)
  • Acts as a liaison between Finance and other departments through: participation in special projects, providing analytics using ad-hoc reporting tools, developing financial models, and querying data sets
  • Assists in the preparation of the annual budget and monthly forecast, and maintains budget and forecast information in SAP
  • Bachelor's degree in Finance/ Accounting or equivalent, and minimum of 3 years of experience in reporting and financial analysis
  • Advanced knowledge of Microsoft Office Applications- primarily Excel, advanced Excel analytic functions such as: sumifs, vlookups, nested functions, complex pivot tables, macros, etc – must
  • Prior analyst work must be with a manufacturing company
  • Working knowledge of standard financial applications required: 1) Hyperion (SmartView and Essbase) or equivalent, 2) BW or equivalent, and 3) SAP / JD Edwards / Peoplesoft or equivalent
  • Ability to work with large amounts of data, create financial models and ad-hoc reports
  • Strong organizational and communication skills required
132

Financial Planning Analyst Resume Examples & Samples

  • Support the development and delivery of personal financial plans
  • Analyze and interpret complex personal financial information
  • Interact with planning software and verify accuracy of the resulting work product
  • Communicate internally with trust personnel and externally with high net worth clients and prospects
133

Financial Planning & Analyst Supervisor Resume Examples & Samples

  • Provide analysis for management reviews
  • Develop and update various financial presentations
  • Supervise balance sheet/cash flow analyst, revenue analyst, income statement analyst, and materials & logistics analyst
  • Analysis and development of the consolidated financial forecast/business plan, including financial statement enterprise modeling and analysis (I/S, B/S and CF) and supporting portfolio analysis
  • Hyperion Planning/Essbase
  • Prior planning/reporting, operations analysis and budget/forecast experience
  • Demonstrated leadership, teamwork and communication (written and verbal) skills
  • MBA and/or CPA (Business undergraduate degree preferred)—Strong B.A. candidates with experience will be considered
  • Ability to work in a fast paced/dynamic environment
  • Excellent computer skills, specifically MS Office packages (primarily Excel)
134

Financial Planning Analyst Resume Examples & Samples

  • Coordinate and track monthly and quarterly restructuring spend
  • Forecasting and tracking of CCS WHQ major program expense
  • Work closely to develop work flow tool for CCS finance organization
  • Tracking and analysis of major investment spend
  • Develop proficiency in Longview for restructuring to provide support to business units
  • Setting up standard analytical tools for business unit and senior management
  • Contribute to the accurate, concise preparation of the executive presentations
  • Tracking and reporting of competitor earnings and outlooks
  • Provide support for senior executive presentations
  • Perform business and financial analysis as required by the management team
  • At least 2 to 5 years of experience in accounting, finance, or related role
  • Knowledge of SAP FICO module, Hyperion Financial Management (HFM) software, Longview and SharePoint is desirable
135

Financial Planning Analyst Resume Examples & Samples

  • Create financial models on potential investments
  • Update financial model of active projects with actual financials on a periodic basis
  • Review the financials or assumptions provided by our potential or existing partners
  • Review actual results of investments against original assumptions
  • Prepare internal property valuations
  • Conduct market research and prepare competitors and partners’ analysis
  • Prepare budget and projection exercises
  • Prepare ad hoc financial analyses and research
136

Financial Planning Analyst Resume Examples & Samples

  • Build and continually enhance regional reporting capability & drive Simplification within the region and in partnership with peers
  • Develop and execute simplified and standardized liquidation models for the Global Operations Centers in Saudi & Egypt in addition to business allocations of the newly expanded scope of Global Ops activities: Commercial, Treasury, Tax COE etc
  • Closely collaborate with global FP&A teams & other regions in planning & analyzing the budgets & liquidations of the Global Ops Centers
  • Partner with the GE business partners & drive allocations discussions/reviews and enable delivering on agreed commitments in terms of productivity
  • Monthly/Quarterly closing: lead monthly & quarterly closing process with centers and coordinate HQ reporting on KPI & variance analytics for Global Operations
  • Maintain track of BPO commitments & pace actuals. Drive compliance by ensuring PO’s are raised on a timely basis. Ensure accurate accounting in PO’s per agreed regional & global services with suppliers
  • Post mortem: drive post mortem after closings to drive improvements at the local & global levels
  • Bachelor in Finance / Economics or equivalent studies (Master’s Degree preferred)
  • Arabic and French language skills is an advantage
  • Strong Excel proficiency
  • Must be self-motivated & goal driven
  • Must work independently towards meeting strategic objectives
  • Ability to manage multiple / conflicting priorities
  • Solid Understanding of accounting principles
  • FMP graduate preferred
137

Senior Financial Planning Analyst Resume Examples & Samples

  • Must have strong PC skills and be proficient in utilizing database programs including Microsoft Access, Microsoft Excel and financial systems
  • End user expertise in Cognos/TM1 reporting and advanced VBA programming preferred
  • Familiar with GAAP and ERP
  • Meticulous attention to detail and the ability to prioritize multiple tasks with long- and short-term response requirements
  • Must be able to organize, multi-task, and prioritize appropriately and meet tight deadlines
138

Financial Planning Analyst Resume Examples & Samples

  • Support the execution of all major financial reporting deliverables, including the Periodic Results Reviews, the Monthly QOR Reviews, Board of Director as well as Annual Operating Plan
  • Support the consolidated income statement forecast, with particular focus on the major metrics, including Revenue, Operating Income and Margin %
  • Provide analysis of key performance indicators and trends to offer insight into the expected performance of the business and present recommendations on levers available for the leadership team
  • Partner with Group FP&A Analysts to identify risks and opportunities that could impact anticipated results
  • Provide guidance on best practices for analysis and reporting to ensure an efficient flow of information across the enterprise
  • Prepare briefing materials and strategic analysis to support Executive Management presentations to various stakeholders, including internal functional management, and external constituents
  • Perform ad-hoc analysis for IS&GS Executive Management and Corporate Financial Planning
  • This position requires strong analytical skills and candidates must possess the ability to work both independently and in a team environment
  • Ability to develop complex projections and explain variances to plan / forecasts
  • Ability to operate independently as well as effectively establish solid working relationships
  • Bachelor’s Degree in accounting or finance required, combined with 2+ years of experience
  • Proficient in Excel and PowerPoint
  • Excellent analytical skills, able to identify financial drivers and perform high level and detailed analysis
  • Knowledge of LPAS and HFM
  • FP&A experience
139

Financial Planning Analyst Resume Examples & Samples

  • Bachelor’s degree, financial planning or finance preferred
  • High attention to detail
  • High ability to multi task in a fast paced environment and meet deadlines
  • Strong working knowledge of Microsoft Office tools, especially Excel
140

Senior Financial Planning Analyst Manager Resume Examples & Samples

  • Responsible for financial planning and analysis for Wireline product line
  • Will create plans, analyses results, and review with Operations Leader
  • Evaluates trends within the product line and offers business decision support
  • Interacts with global operations to asses and improve product line performance
  • Review financial business cases for new technology
  • Evaluate acquisition opportunities
  • Work closely with Drill Bits leadership and operations managers
  • Bachelor’s Degree in Finance or Accounting required
  • 10 years Finance experience
  • 6 years management experience
  • Experience with SAP & Hyperion (HFM)
  • MS office (Excel)
  • Good communication and comfort giving presentations
  • Good leadership and teamwork ability
  • CPA or CA
  • Oilfield industry experience
141

Financial Planning Analyst Resume Examples & Samples

  • Creation of comprehensive financial plans for each client with consideration to providing viable solutions for existing problems
  • Providing support to the Principal and other team members on all wealth planning-related matters
  • Participation in meetings with clients
142

Financial Planning Analyst Resume Examples & Samples

  • Preparation and support of senior executive presentations
  • Preparation of briefing materials for UTC Presidents Council
  • Support quarterly earnings release process and UTC Investor Relations requests
  • Preparation of UTC monthly metrics package
  • Preparation of the mergers and acquisitions cash forecast
  • Monitoring and reporting of foreign exchange currency trends
  • Headcount reporting and analysis and ad hoc human resources requests
  • Tracking and reporting of competitor performance summaries and outlook
  • Special projects and business unit support as needed
  • Knowledge of Hyperion Financial Management (HFM) software and SharePoint is desirable
143

Financial Planning Analyst Resume Examples & Samples

  • Lead the financial planning and forecasting process for the Australian business up to gross margin and including marketing spend. This will require liaising and partnering within finance, but also across the business within the marketing, sales and supply functions
  • Overall lead for timely and accurate management reporting covering monthly reporting, business reviews, planning and forecasting and other ad hoc reporting
  • Responsibly for the monthly financial management of the marketing budget and well as high level monitoring of the marketing spend
  • Play a leading role in improving the existing forecasting process by streamlining where possible and driving integration of processes across the business
  • Responding to ad hoc analysis requests from the business in order to ensure sound financial support business decisions
  • Drive improvement in the P&L
  • Overall responsibility for ensuring controls in place to ensure robust master data,
  • Manage and develop 1 direct report
144

Senior Financial Planning Analyst Resume Examples & Samples

  • Work with MBO (or CHI national entity) finance/FP&A leadership and staff to oversee and facilitate the development of driver-based long range financial plan updates and related interim forecasts
  • Work with MBOs and/or national entities to gain clear understanding of issues driving projected financial results, including balance sheet and cash flow impacts. Assess reasonable financial performance expectations for both the near and long term
  • Provide support to MBOs in creating reviewable (major) capital business plans, and facilitate the related national capital review and approval process
  • Perform quantitative and qualitative analyses related to all aspects of financial projections and capital business plans and communicate results and recommendations effectively
  • Establish effective and collaborative relationships with MBO and national office finance staff
  • Act as “team lead”/ subject matter expert for defined responsibility areas such as long range plan software system management, Medicare reimbursement, market volume demand modeling, and capital business plan template maintenance
  • As needed, develop robust and coherent financial models that effectively assess a project or financial risk issue
  • Interact effectively with other FP&A team members to evaluate and facilitate consistency in important analytical issues across CHI markets and operations Support the effort of continuously improving existing planning systems and contribute to the conceptual development of new tools and approaches that enhance the overall financial planning process
  • Bachelor’s degree in accounting or finance-related field required. MBA / CPA / CMA desirable
  • Minimum 5+ years’ experience in finance and/or financial planning required. Healthcare experience preferred
  • Kaufman Hall/Axiom software, Hyperion Smart View, and Essbase; strong financial modeling in Excel
145

Wealth Financial Planning Analyst Resume Examples & Samples

  • Perform data input and generate client financial plans in cash-flow based software per best practices and guidelines of the Wealth Division Financial Planning (WDFP), and as required, review completed data input of other analysts to help maintain high level of quality
  • Remain knowledgeable and up-to-date on detailed and complex knowledge of personal financial issues, regulations, investment philosophies, planning techniques, and be able to interpret the planning scenarios illustrating the impact on High Net Worth clients
  • Suggest relevant information to include in financial plan recommendations to convey importance of next steps in addressing objectives and concerns of affluent client’s financial plan
  • Research details of various planning techniques and strategies available for High Net Worth client’s individual situations and ensure they are properly illustrated in software
  • When appropriate, practical, and cost effective, participate in observations of client presentations and when suitable, present pre-determined portions of the Financial Plan under the supervision of an experienced Strategists
  • Two years of experience in financial planning dealing with affluent clients
  • Good communication and relationship skills
146

Financial Planning & Analyst Resume Examples & Samples

  • To assist in review and explain exceptional variances on DOE, SG&A, Capital items to support regional management reporting
  • To provide support on ad hoc business financial analysis support for Strategic projects
  • To support the FP&A team in Budgeting and Forecasting
147

Financial Planning Analyst Resume Examples & Samples

  • Prepare or support monthly financial forecasts packages, narratives and executive reporting packages. Retrieve and analyze data using Business Intelligence systems and other reporting systems
  • Participate in the design/ delivery of new finance tools/ processes/ business decision and support analyses
  • Collect, record, consolidate, reconcile, analyze, report and present accounting and financial information used by management for planning and control
  • Ensure local and enterprise-wide financial and statutory compliance that may include internal financial controls, external audits, regulatory filings and reporting, tax filings and audit representation
  • Maintain compliance with Generally Accepted Accounting Principles (GAAP)
  • Bachelor’s Degree or equivalent in Finance, Accounting or Business related field
  • 0-1+ years of relevant financial planning and analysis experience
  • Able to work with large data and develop scalable solutions for financial reporting and forecasting
  • Able to effectively analyze ambiguous business opportunities and provide recommendations on risks opportunities, and implementation strategies
  • Preferred experience: SAP, Oracle, Hana, and strong Microsoft Excel skills
  • General understanding of GAAP preferred
  • Strong oral and written communication skills, and the ability to turn data into actionable insights in a clear and concise manner
  • Preference will be given to candidates who possess programming skills and/or are pursuing additional education like CPA / CFA
148

Senior Financial Planning Analyst Resume Examples & Samples

  • Own Working Capital Reporting And Drive Review Calls With SBG’s To Provide Qualitative Analytics On Working Capital Management
  • Actively support the integration of the HOS Gold Enterprise Reporting With Gold Pack Deployment to provide right and fast financial information for business decision making
  • Actively support the driving of Long Cycle Order Reporting And Analytics
  • Own F/x Reporting And Analysis For All SBG’s With Analysis On The Transactional, Translation And Hedge Impact On Sales And Segment Profit
  • Monthly Free Cash Flow Reporting And Analysis
  • Preparation Of Quarterly Earnings Reporting Schedules
  • Support Senior Leadership On Adhoc Analysis and Special Projects
  • Manage Team of Analyst(s) and their deliverables
  • A Minimum Degree In Commerce / Finance (Equivalent Of Bachelor’s Degree)
  • Exposure To Working With Global Customers. Ability To Interact Effectively With All Levels Of Employees/Customers And Collaborate With Other Departments
  • Expert Knowledge On P&L & Balance Sheet With Conceptual Understanding On Various Finance Metrics
  • Knowledge Of Hyperion Financial Management Is A Must
  • Excellent In MS Office Tools (Excel , Word And Power Point)
  • Fluent In Verbal English And In Written Communication
  • Strong Business Acumen And Financial Analysis Skills
  • Ability To Work Under Strict Deadlines And Balancing Workload Demands
  • Challenges The Status Quo And Proactively Identifies Opportunities For Improvement
  • Quickly Adapts To Changing Circumstances
  • Understanding Of Key Business Drivers
  • Excellent Data Mining Skills
149

Financial Planning & Analyst Resume Examples & Samples

  • Establishes and maintains relationships with business leaders to guide and influence decision-making within a limited scope
  • Provides analytic support to business initiatives, typically representing a sub-function within finance for a particular business
  • Identifies issues and proposes solutions to a more senior individual contributor or manager
  • Represents finance on cross functional teams
  • Provides mentoring and guidance to entry level analysts
  • Ability to influence multiple cost centers within a broad scope, typically interacting with managers and directors
  • First level university degree with a focus in business or economics; advanced degree or accounting certification (e.g., Certified Public Accountant (CPA), Master of Business Administration (MBA) preferred
150

Financial Planning Analyst Resume Examples & Samples

  • Review monthly operating performance of the business and provide in-depth analyses to regional Industrial management on P&L and balance sheet performance results and variances versus budget, forecast and prior year
  • Coordinate aspects of annual budgeting and monthly forecasting process
  • Monthly tracking, analysis and reporting of costs and product mix
  • Assist in preparing presentations on monthly and quarterly basis for senior level leadership
  • Support mergers and acquisition (M&A) activity
  • Coordinate financial data for ad-hoc high-value strategic projects which will include revenue enhancement opportunities and cost reduction efforts
  • Ensure accuracy of master data and its impact on financial results
  • Aid in the training and continued development financial reporting systems and processes including SAP, SAP Business Warehouse and Microsoft Business Intelligence
  • Minimum of 2-3 years of work experience in financial planning and analysis, corporate finance, consulting or accounting
  • Degree(s): Bachelor degree from a leading institution in Business Administration, Economics, Engineering, Mathematics, or similar quantitative discipline
  • Experience working for a leading global manufacturing business, in a public company or private equity backed company environment
  • Strong knowledge of financial accounting and corporate finance
  • Exceptional financial acumen including strong analytical, financial modelling, budgeting, and forecasting skills
  • Focused, organized, results-oriented individual
  • Superior problem solving and analytical skills (both quantitative and qualitative)
  • Successful candidate will be a self-motivated individual, able to achieve high impact
  • Strong oral and written communication skills, including the ability to present complex concepts in a clear and concise manner to all levels of the organization
  • Ability to manage multiple projects under tight deadlines
  • Exceptional proficiency in financial modeling in Excel
  • Solid PowerPoint and presentation development skills
  • Experience with SAP, Business Warehouse and Microsoft Business Intelligence a plus
  • Minimal travel required – 10%
151

Senior Financial Planning Analyst Resume Examples & Samples

  • Required
  • A minimum of 3 years of demonstrated analytical experience
  • Solid knowledge of accounting/finance fundamentals
  • Knowledge of / experience with net present value, return on invested capital (ROIC) and related calculations, cash flow identification and activity based costing, or cost and revenue allocations
  • Proficiency with Microsoft Excel and databases in general, including experience with a variety of Excel's math functions, pivot tables, and some general exposure to query language
  • Strong written and verbal communication skills and an ability to explain complex concepts to audiences of varying organizational levels
  • Self-starter who is able to set and balance priorities consistent with departmental goals
  • Experience with VBA, predictive analytics, dashboard reporting, and enterprise planning software such as Cognos TM1
  • Knowledge of airline fundamentals and economics, and direct experience with PeopleSoft or a similar, well-known general ledger system
  • Ability to learn complex processes and systems, to recommend appropriate changes, and to facilitate implementation
  • Embody our values to own safety, do the right thing, be kind-hearted, deliver performance, and be remarkable
152

Financial Planning Analyst Resume Examples & Samples

  • Graduation from an accredited college or university with a Bachelor’s degree in Finance, Business Administration, Accounting, or a directly related field, plus five years of experience in financial analysis, or an equivalent combination of education, training, and experience, provided the minimum degree requirement is met
  • Previous experience evaluating real estate development project financials
  • Previous experience reviewing amortization schedules and pro forma in relation to loan underwriting
153

RAS Financial & Planning Analyst Resume Examples & Samples

  • Responsibility for RAS Financial Reporting in the UK
  • Part of team responsible for Month End closing to a strict 3-day timetable
  • Ensuring the integrity of the period financial reporting
  • Preparation of Monthly rolling forecasts for UK RAS business unit
  • Assistance with Preparation of annual budgets and Mid-Year reviews for RAS
  • Monthly Project reviews of all projects for UK RAS business unit
  • Monitoring actual performance versus budgets/forecasts and reviewing/commenting on variances regarding RAS for the BU Finance team in Europe
  • Input of month end results and forecast to Hyperion for UK RAS business unit
  • Ensure UK RAS business unit Product group reporting is completed in the agreed time line and accurately
  • Timely and accurate response to all questions from the RAS European Business Unit
  • Application of Emerson Corporate Policies and Procedures
  • Implementation of ICQ requirements and the application of standard processes and procedures within the UK&I organization and /or the respective Business Unit
  • Reconciliation of Balance sheet accounts for UK RAS business unit Provision of management information for Sales and Operations management for RAS
  • Providing guidance and support to the Projects and Service operations of the UK based business including the monitoring and control of Projects, Recoveries and Inventory management
  • Support for the statutory and regulatory reporting of EPM Ltd and relevant subsidiary entities as required
  • Working closely as part of the UK&I FPA team and assisting UK&I Project Accounting Manager as required
  • Occasional weekend/public holiday working is a requirement of the role
  • Willingness to travel (up to 20% of role, mainly UK - Malton and Dudley)
  • Process standardization of RAS procedures into line with UK sales company
  • Finalist or newly Qualified ACMA/ACCA/ACA
  • Proven relevant experience in a large commercial organization, preferably with a manufacturing /engineering environment
  • Abilit to manage time and work to tight deadlines
  • Business systems used include JD Edwards / Oracle, Hyperion HFM, Microsoft Office (Excel/Access/Word/Powerpoint)¬/Sage
154

Financial Planning Analyst Resume Examples & Samples

  • Lead preparation for monthly and quarterly financial forecasts
  • Identify and articulate risks and opportunities relevant to the forecast period
  • Prepare critical analyses of business results (Trend Analysis, Productivity Metrics, etc.)
  • Help drive expense analytics. Participate on cross-functional process improvement teams to promote operational efficiencies
  • Help implement financial modeling improvements in planning and forecasting to enhance process efficiency, support new initiatives, and to accurately capture the changing business economics and structure
  • Bachelor's Degree. Minimum 2 years of finance experience
  • Financial modeling skills. Experience in accounting or financial analysis
  • Demonstrated oral and written communication skills and ability to work cross functionally
  • Proficient use of financial systems and analysis tools including Microsoft Office (e.g. Excel, Word, PowerPoint)
  • Must be willing to travel up to 15% of the time
  • Bachelor’s Degree in Finance or Accounting. Master's degree, Certified Public Accountant (CPA) or equivalent certification preferred
  • Financial Management Program (FMP) grad or Corporate Audit Staff (CAS) grad preferred. Demonstrated ability to manage multiple priorities
  • Financial services industry experience helpful
155

Fp&a-financial Planning & Analyst Resume Examples & Samples

  • Bachelor’s degree in Business, Finance or Accounting
  • Minimum 1 year experience with analytical capabilities, financial modeling and analysis skills
  • Minimum 1 year experience planning/reporting, operations analysis and budget/forecast experience
  • Minimum 1 year experience with balance sheet, cash flow and income statement model consolidation
  • Minimum 1 year experience with the application of sound accounting principles
  • Minimum 1 year experience with computer skills, specifically MS Office packages (primarily Excel
  • MBA and/or CPA preferred
  • Hyperion Planning experience preferred
156

Senior Financial Planning Analyst Resume Examples & Samples

  • Prepare and maintain annual financial budget and quarterly forecast model for the TV Group, which includes income statement, balance sheet, cash flow, and other selected financial schedules
  • Prepare, compile, analyze account balances and management reports, compared with budget, forecast and/or prior year
  • Liaise with department leads to obtain or analyze data and other information
  • Identify and research monthly variances to budget and forecast
  • Prepare and assist with monthly management reporting pack(s)
  • Assist in the preparation of greenlights for Management/Board approval and analyze against actuals
  • Analyze and re-evaluate ultimates sales on a quarterly basis, and review accuracy of participation waterfall
  • Assist with budget reporting presentation and year end presentation packs
  • Assist with month-end reports for group reporting and senior management
  • Maintain and update profit margin and ROI by title, season and series
  • Provide ad hoc analytical, project and other support as required
157

Senior Financial Planning Analyst Resume Examples & Samples

  • Prepares forecasts and budgets for several legal entities and business units including but not limited to balance sheet, revenue, expense, cost centers, etc
  • Monitor performance results against the forecast and budgets, highlighting trends and analyzing causes of unexpected variances
  • Ad­Hoc reporting and analysis by legal entity and/or for the region
  • Participate / drive improvements of financial analysis on actual reported data with primary focus on balance sheet and PL
  • Assists with special financial and business related studies and cooperates with other departments in preparing analyses in such areas as financial and expense performance, depreciation, working capital, etc
  • Management of external auditors including but not limited to planning, management of request lists and providing financial information / presentations for quarterly and annual audit procedures
  • Participate in various regional projects as either project manager or team member for process improvements, new reporting, policy compliance, etc
  • Involvement with internal audit procedures / documentation as needed
  • Assist with accounting & reporting process improvements as needed
  • Assist with analysis of accounting transactions in certain areas (ex royalties, R&D, intercompany pricing, etc)
  • Work closely with the accounting & reporting manager and team
158

Financial Planning Analyst Resume Examples & Samples

  • 3-5+ years of experience in Financial Planning, Forecasting and Analysis
  • Exceptional Excel, PowerPoint, Business Objects, SAP and BPC skills
  • Proficient in forecasting techniques and financial modeling tools and methods
  • Self-motivated with excellent time management, planning and organizational skills
  • Degree in business, finance, and/or economics
159

Financial Planning Analyst Resume Examples & Samples

  • Responsible for supporting the financial planning activities for Financial Services Division for Middle East Africa; Responsible for measuring and analyzing the key operational metrics for each of the financial processes, reviewing against benchmarks and targets, and identifying opportunities for improvements
  • Responsible for coordinating and managing the weekly OCR process and the monthly outlook process; Preparation of the weekly OCR and the monthly financial outlook; Analysis of Orders, Revenue, Margins and expenditure against plan and outlook on a monthly basis with any issues identified and corrective actions implemented
  • Responsible for preparing the Annual financial plan with required supporting analysis; Supporting the ZBB process, the headcount plan, and prepare operational metrics as appropriate
  • Required to drive process improvements; Prepare weekly reports for management; Identify and execute action items to resolve variances in a timely matter; Prepare journal entries and participate in the monthly close process; Ensure complete and accurate financial processing is performed; Identify and analyze potential financial issues / risks avoiding any surprises
  • Manage and Support all F&A processes and policies within small mid-sized country offices
  • Ensures local accruals are correctly identified and reported at month/quarter end; Support local and global credit and collection policies; t
  • Develops and recommends investment strategies based on analyses of investment styles and processes; Measures investment performance
  • Review and respond to Leadership adhoc inquiries and concerns
  • Develops recommendations for process improvements
  • Determines financial consequences of alternative methods, plans and strategies; Determines recommendations to achieve the organization’s financial objectives; Identifies and articulates operational and financial risk
  • Actively participating in pricing/bid review process and enforce respective policy with local organizations
  • 4-9 years of related experience
  • Ability to communicate effectively across all levels of management
  • Proficient in Microsoft applications -- Excel, PowerPoint, Word
  • Proficiency with Business Objects
  • Professional Certification (CPA, CMA, etc.) preferred
160

Financial Planning Analyst Resume Examples & Samples

  • Drive financial analysis on the following
  • Net Sales and Standard margin analysis on a monthly basis
  • Preparation of monthly, quarterly and year to date Operating Expenses/Other Costs Causal bridges
  • Responsible for Business Warehouse (BW) finance support and analysis, ensuring integrity of data. Critical reports will be identified and developed i.e. forecasting by customer, region and product line
  • Perform projects as directed by Sales/Finance Management to drive strategic initiatives
  • Provide various analytical support i.e. logistics accounting support, analysis of weekly inbound and outbound freight spend, warranty analysis
  • Prepare and provide Sales teams with Sales Incentive Targets on a monthly basis comparing to Annual Plan and Prior Year
  • Support the Corporate Controller in Month End Process and Closing off the books, i.e. G/L accrual entries
  • Create management presentations for Results reporting, Annual Operating Plans, Strategic Plans and Monthly Forecasting
  • Improve processes in reporting systems BPC and Bex to allow for quick retrieval of reports in both systems
  • University degree in Business/Finance or equivalent combination of education and experience. CPA designation in process or completion
  • 3-5 years of experience in finance related field
  • Proficiency in Microsoft Office, especially advanced knowledge of Excel
  • Experience in SAP/BPC an asset
  • Excellent analytical skills and detail-oriented
  • Demonstrated financial, interpersonal, communication and organizational skills
  • Results-oriented and able to multi-task efficiently and effectively
  • Team player and able to communicate with all levels of the organization
  • Desire and ability to work under high pressure, manage multiple priorities and deadlines
161

Workforce Forecasting & Financial Planning Analyst Resume Examples & Samples

  • Maintain short-term and long-term forecast models for MetLife’s internal and external Contact Center staffing needs
  • Prepare comprehensive analytical & statistical reports on workforce trends
  • Collect, process and analyze data and information sources which influence volume, handle time or shrink, including business drivers, channel trends (IVR, online, chat), vendor performance trends, hiring effectiveness and other variables which impact workload or staffing supply
  • Create analysis that bridges forecast analysis with financial analysis
  • Collaborates with Financial and Operational teams to align Contact Center requirements with budget
  • Articulate reasons for forecast variance and drive recommendations for change to enhance forecast accuracy and effectiveness
  • Identify and develop relationships with support organizations to determine drivers and build processes to ensure proper communication and input into models
  • Forecast workforce requirements for new programs to determine costs and evaluate feasibility. Includes determining the impact to staffing, call handle time and training requirements
  • Leverages industry best practices to accurately define problems, generate alternatives and implement solutions that permanently resolve scheduling and forecasting problems by addressing their root cause
  • Creates and manipulates spreadsheets with advanced formula application - advanced Excel
  • Work closely with Real-time and scheduling teams as critical liaison to business, ensuring proper hand off and feedback loop in place
  • Provide SME knowledge regarding forecasting and scheduling topics
  • Broad knowledge of inbound contact center environments
  • 8-10 years of WFM related experience with 5 years previous forecasting experience
  • Experience operating a workforce team in a high-volume call center
  • Strong leadership skills, including the ability to work effectively as a leader in a group of peers
  • Forecasting mindset; open mind, careful, curious, focus and self-critical
  • Experience working with probabilistic models
  • Experience in advanced trend analysis and expert knowledge leveraging advanced statistical techniques to provide recommendations and actions which drive key business decisions,
  • Strong knowledge of NICE IEX or comparable WFM systems and advanced Microsoft Excel skills
  • High level of comfort communicating with executive leadership
  • In-depth understanding of vendor lock models, variable staffing requirements and cost-benefit analysis in various traffic sharing scenarios
  • Proven experience integrating workforce models with integrated financials
  • Experience integrating traditional call center forecast models with data from external sources including technology performance (IVRs, application performance, collision calendars, etc)
  • Ability to analyze data and develop action plans to address identified needs
  • Ability to network and influence cross-functionally at all levels of the organization
  • Experience developing and implementing staffing plans in a multi-site, multi-skill contact center environment
  • Strong collaboration and teambuilding skills
  • Strong communication skills (verbal, written, and listening)
162

Financial Planning Analyst Resume Examples & Samples

  • A minimum of 1 year of demonstrated analytical experience
  • Knowledge of accounting/finance fundamentals
  • Confidence with Microsoft Excel and databases in general, including experience with a variety of Excel's math functions, pivot tables, and some general exposure to query language
  • Strong organizational and presentation skills
  • A bias for action, detail-driven, and the ability to understand overriding goals
  • Self-starter who is able to set and balance priorities and work independently
  • Solid written and verbal communication skills and an ability to explain complex concepts to audiences of varying organizational levels
  • Ability to clearly communicate (verbally/written/presentation) to individuals at all levels of the company
163

Financial Planning Analyst Resume Examples & Samples

  • University or four-year college degree in accounting or finance
  • A minimum of 4-5 years of professional experience in financial analysis/accounting
  • High degree of proficiency in working with complicated MS Excel models, pivot tables and macros, COGNOS experience strongly preferred
  • Experience with SAP and BI (Business Intelligence software) strongly preferred
  • Hyperion experience strongly preferred
  • Practical knowledge of other functions such as sourcing, production, sales, marketing and merchandising preferred
  • Ability to manage and lead change
  • Presentation/speaking skills
  • Demonstrated collaboration, interpersonal influence, and teamwork skills (maintains effective communication and working relationships)
  • Ability to work with executive leadership on financial reporting and modeling
  • Results orientation while exhibiting great energy and resourcefulness
  • Strong project planning, organizational and time management skills and a high level of initiative
  • Able to manage to deadlines, be flexible with change, drive to timely resolution
  • Strong analytical skills and data-driven thinking
  • Proficiency in all Microsoft programs
  • Sense of humor and a passion for what you do
  • Able to travel up to 10% of the year, including international travel to international offices
164

Financial Planning Analyst Resume Examples & Samples

  • Support the Group Legal and External Reporting teams in putting together the Viability Statement as per the Financial Reporting Council, and supporting Board documentation
  • Develop and maintain scenario models to facilitate quick turnaround of impact analysis
  • Provide adequate support to other Group functions (e.g. Strategy) in modelling financial impact analysis on the Group’s latest long range plans
  • Preparation of Group forecasts and budgets including the long range plan. Collect and consolidate submissions and prepare written analysis
165

Senior Financial Planning Analyst Resume Examples & Samples

  • Review and analyze financial data to be used in upper management communication
  • Forecasting and tracking of CCS WHQ major program restructuring expense
  • Provide business process support to develop approval work flow tool for CCS finance organization
  • Develop proficiency in Longview for restructuring tool to lead reporting process improvement in business unit
  • Set up standard analytical tools to drive process efficiency and repeatability
  • Contribute to ensure accurate and concise preparation of executive presentations
  • Consolidate, review and analyze data to be used in CCS earnings release presentation
  • Tracking and reporting of peer earnings and outlooks for management communication
  • Provide presentation support for upper management communications such as Operating management meetings (OMM), trimester results review, analyst meetings
  • Special projects and business unit’s support as needed
  • Strong analytical skills an sound business judgment
  • Detailed oriented, well organized and able to manage multiple and conflicting priorities under tight deadlines
166

Financial Planning Analyst Resume Examples & Samples

  • Primarily responsible for the collection and consolidation of financial data including monthly actuals, budgets, forecasts and analyses (operating plans, budgets, strategic plans, PAR’s, etc.) as required by Corporate Policy
  • Assists in advising the Shared Services Operations Managers on operating matters. Develops analysis and studies on trends affecting the business
  • Provide technical and process support for staff members and other FRC departments
  • Implement ongoing improvements/enhancements to applications and processes
  • 2-5 years of Finance or Accounting experience with proven work experience including analytics and problem solving
  • Excellent analytical and problem solving skills
  • Demonstrates an ability to make finance concepts and information understandable and useful to business and functional partners
  • Strong understanding and aptitude with computer systems including Excel, SAP, HFM and Hyperion Planning
  • Strong communication skills both written and oral
  • Enthusiastic team player and self-starter
167

Senior Financial Planning Analyst Resume Examples & Samples

  • Financial Management and Planning
  • Prior Financial Planning and Analysis
  • Exposure to Equifax Products
  • Highly visible role interacting with senior stakeholders
  • Insights into market and industry knowledge
  • Ability to make a direct impact on financial decisions made by Equifax
  • Working across a wide product set
  • Involved in strategic long-term planning for department and company
  • Extensive career progression opportunities available within a global company
168

Senior Financial Planning Analyst Resume Examples & Samples

  • 4 years of experience in financial analytical support and pro forma development
  • Advanced experience in Microsoft Excel and PowerPoint
  • Experience in project team lead and project management roles
  • Certified Pubic Accountant and/or comparable certification
  • Experience in a healthcare organization
  • Experience in accounting, budgeting, financial planning, and financial analytics
  • Experience working with healthcare cost and outcome data
  • Experience with statistical tools and data visualization software, including mapping
  • Understanding of emerging health care issues, health system models, and trends
  • Strong data visualization and financial analytics skills
  • Proactive self-starter, autonomous yet highly collaborative and resourceful
  • Demonstrates attention to detail
  • Displays timely and effective communication skills with stakeholders
  • Must be able to effectively manage time on multiple projects and function in a dynamic environment subject to impromptu changes in schedules, priorities, and project scope
  • Able to identify potential obstacles during the completion of a project and develop possible solutions
  • Advanced Microsoft Excel skills and proficient in PowerPoint and Word
  • Access database knowledge and ability to navigate databases
  • Strong analytical, interpersonal, and evaluation skills
  • Understanding of general ledger, budgeting, and planning software and generally accepted accounting principles
  • Coordinates planning efforts with strategy consultants, leaders, and Managers, Financial Operations for appropriate area
  • Gathers financial and benchmark information and data and performs analysis to establish baseline and determine present/future financial performance
  • Provides timely, relevant, and accurate analysis and reporting of the organization’s performance against historical, budgeted, forecasted, and strategic plan
  • Verifies data integrity, quality/accuracy, and timely reporting of financial information
  • Develops financial plans utilizing consistent processes, templates, and tools
  • Develops and maintains financial models and standard templates used during the planning process and in cost benefit analyses, pro formas, long-range projections, and forecasts
  • Develops executive-level financial plan summaries and presentations
  • Supports the tracking, assessment, and integration of financial plans with strategic planning
  • Transitions forecast and assumptions of appropriate area to Managers, Financial Operations
  • Integrates budget and strategic planning initiatives into long-range financial plan, including validation of financial assumptions and development of scenario
169

Financial Planning Analyst Resume Examples & Samples

  • Provide weekly reporting as needed for profit assurance
  • Support Monthly, Quarterly and Annual closings and financial forecasting
  • Provide variance analysis for various accounts and time periods thoroughly
  • Analyze and complete balance sheet account reconciliations required
  • Maintain Sarbanes Oxley requirements and assessments including testing
  • Prepare for annual ACA (Accounting & Controls Assessment)
  • Provide accounting and entries for the SAP monthly close
  • Provide assistance in forecasting both P&L and Balance Sheet/Cash Flow
  • Streamline closing process and deliverable schedule for UK requirements
  • Analyze and improve working capital
  • Support pricing activity, primarily commercial
  • Support needs for program reviews and quarterly EAC’s
  • Track and report CFE and Capital investments
  • Bachelor’s degree in Accounting or Finance required
  • Minimum of 4 years’ of finance experience
  • Proficiency with an ERP system required, SAP preferred
  • Effective communication (verbal and written) and organizational skills required
  • Ability to collaborate cross-functionally
  • Ability to identify/analyze problems and exercise creativity to develop and/or implement practical solutions
  • Ability to problem solve and exercise creativity to develop and/or implement practical solutions
  • Willingness to work flexibly with the finance close and forecast deadlines monthly
170

Lead Financial Planning Analyst Resume Examples & Samples

  • Lead and initiate mathematically-based analytics projects to provide strategic information to assist decision making. Provide and recommend decision alternatives, through quantitative means. Prepare project results or recommendations for a wide range of audiences (from Finance staff to senior management) using written reports and presentation exhibits/graphics
  • Participate in and lead projects within unit and report on status. Regularly review results to ensure accuracy and consistency with desired goals and objectives using financially sound principles. Effectively complete projects within the necessary time frames, while determining the appropriate amount of detail associated with each project and provide supplementary information as necessary
  • Serve as mentor to less experienced staff by providing on-going guidance, feedback, and education
  • Complete all cost reports and budgets for government contracts (Medicare and FEP) in compliance with the Federal Acquisition Regulations (FAR), Cost Accounting Standards and any other applicable regulations contracts to justify over budget conditions and maximize reimbursements. Respond in writing to drafts of all audits by presenting the corporation’s position and disputing audit findings by referencing the FAR
  • Prepare and present an annual budget; ensure compliance with the stated budget requirements
  • Facilitate the implementation of departmental software systems. Collaborate with vendors to create business requirements document, solutions requirements specifications, systems operation guide, system design documents. Monitor all aspects of project implementation. Develop user acceptance testing documents to assure functionality of new product. Assemble documentation of requirements for security information department and discuss best connectivity method as it relates to security compliance
  • Bachelor’s Degree in Mathematics, Statistics, Actuarial Science, Computer Science, or related field; or an equivalent combination of education and experience
  • Seven or more years of experience in quantitative business analyses and mathematical modeling
  • Experience presenting data to Executive Leadership
  • Experience working on large scale cross-functional team projects
  • Experience in the health insurance industry
  • Knowledge of mathematical theory and methods and their appropriate application
  • Knowledge of mathematical modeling
  • Understanding of budgeting principals
  • Advanced Microsoft Office skills, including Access
  • Proven Analytical Skills
  • Strong understanding of productivity software and the ability to determine the appropriate technical tool for each project/study
171

Financial Planning Analyst Resume Examples & Samples

  • Prepares short and long range financial forecasts for the region
  • Analyzes actual financial data to identify trends and explain variances
  • Prepares revised current year forecasts to update management on projected year end results
  • Prepares various routine and special management reports on both financial and statistical matters. Discusses and explains such reports to management as necessary
  • Acts as consultants to Kaiser managers on how to put budgets together, read and interpret financial reports and analyze variance. Provides support to Kaiser committees in evaluating costs of various proposals. Evaluates the profitability of various areas with the region, (examples are pharmacy and optical operations and the Baltimore sub-region). Designs and maintains sophisticated computer models, graphs and presentations to accomplish the above tasks
  • Analyzes the operation of the computer systems that we utilize (General ledger, FTE, RMS, Membership, etc.) to identify ways to obtain optimal usage. Reviews computer system reports (writes reports in GL System as necessary) and recommends changes to enhance reporting
  • Minimum one (1) year as an Analyst I OR one (1) year of experience in a directly related field required
  • Master's of business administration (MBA) preferred
  • Certified Public Accountant (CPA) preferred
172

Financial Planning Analyst, FP&A, Opex Resume Examples & Samples

  • Ensure accurate and timely monthly financial results and forecasts are provided
  • Provide actionable insights to management on risks and opportunities facing the departments
  • Partner with Content & Corporate areas to gain insights into expense drivers and business performance
  • Identify and address procedural problems/deficiencies impacting integrity and timeliness of financial information
  • Partner with FMA & Management Information Group for reporting and SOX compliance
  • Provide financial results, forecasts and analyses to News Corp for quarterly and annual reports or as required
  • Challenge the business owners and provide options and scenarios to ensure financial commitments can be achieved
  • Work closely and collaborate with your other FP&A colleagues to share best practice as well as provide cover across the team
  • Produce and maintain comprehensive schedules to support the various groups. These should contain content and methodology as well as source of information and information dependencies
  • Strong accounting and analytical skills; Bachelor’s degree in finance or accounting preferred
  • 2-3 years of related finance experience
  • High degree of proficiency in Excel including experience with various financial applications and reporting tools required
  • Planning and organizational skills including effective time management and attention to detail
  • Demonstrates initiative and drive and works well under pressure including being a team player with a strong work ethic
  • Experience in maintaining accounting records and preparation of financial reports
  • Ability to recognize problems, collect data, draw valid conclusions and define/suggest resolutions
  • Ability to establish and maintain effective working relationships with diverse group of business partners
173

Senior Financial Planning Analyst Resume Examples & Samples

  • Bachelor in Finance/Accounting, CPA, MBA, CIMA or equivalent qualification is a plus, with min 5 yrs of relevant experience in FP&A
  • Strong analytical, modeling & technical skills and high attention to detail
  • Ability to handle an ambiguous workload
  • Strong interpersonal and communication skills
  • Possess a strong team-oriented philosophy and willingness to go beyond to get the tasks completed accurately and in a timely fashion
  • Experience of working with Global teams
  • Strong knowledge of MS Office ( Word, Excel, Powerpoint ), SAP, BO4 is a plus
174

Senior Financial Planning Analyst Resume Examples & Samples

  • Prepare, review and distribute monthly financial reports (revenue & expenses) to business owners
  • Identify the drivers of monthly and quarterly revenue & expense variances to and quarterly forecasts
  • Prepare monthly consolidation and the executive financial package
  • Assist in the quarterly forecasting & Budget setting processes
  • Develop, maintain, and distribute ad-hoc reports and financial models
175

Financial Planning Analyst Resume Examples & Samples

  • Coordinates all aspects of segment financial planning including: budgeting, forecasting, presentations and business cases in accordance with overall Crawford financial planning process and timelines
  • Ensures all financial and management reporting requirements are met. Leads the development and implementation of improved metrics/dashboard reporting
  • Efficiently and effectively communicates results to appropriate levels of management and operational teams on a monthly, quarterly and annual basis
  • Provides timely financial advice/analysis to business unit CEO, and the management team on key matters affecting the business and its ability to achieve financial results
  • Upholds the Crawford Code of Conduct
176

Financial Planning Analyst Resume Examples & Samples

  • Assist the Director with the following assignments
  • Preparation of various standard monthly financial reports, presentations and related material
  • Preparation of substantial deviation analyses of actual results versus the latest forecast / estimate (for Gross Profit, Gross Income and Other Operating Expenses)
  • Creating and maintaining standard forecast / reporting templates
  • Monitoring and preparing monthly working capital & cash flow analysis
  • Preparation of various ad-hoc analysis for Business Review Meetings and / Board meetings
  • Preparation of all rolling forecasts and business plans for both brands in North America
  • Participate in Global Groups as necessary
  • Collaborate with Business Controllers and other cross functional representatives within the organization to keep abreast of financial and operational matters impacting operating results
  • Bachelor’s Degree in Accounting or Finance, (CPA or MBA preferred)
  • Preferred Experience and Knowledge
  • Minimum 3 years’ experience in Business Control or Auditing
  • Prior experience with consolidations and financial reporting a plus
177

Lead Financial Planning Analyst Resume Examples & Samples

  • Bachelor's degree in Finance, Accounting, Math, or related field or equivalent work experience required
  • 7+ years experience working with financial budgets required
  • Ability to guide the work efforts of other financial analysis staff to prioritize and ensure critical deadlines are met
  • Demonstrate ability to serve as liaison between business partners and Corporate FP&A to ensure transparency and process integrity
178

Financial Planning Analyst Resume Examples & Samples

  • Support annual and midterm planning process including establishing timelines, assumptions & scope requirements
  • Assist management with communication of annual planning requirements
  • Prepare analysis to support evaluation of the submitted plans and alignment with Company strategy
  • Support the technical reporting and consolidations team as necessary to submit annual plans to Panasonic systems
  • Assist with special projects as needed including support for mergers & acquisitions
  • Develop and pursue solutions to help drive business results
  • Prepare PowerPoint presentations in support of planning processes. Support the team in preparing all monthly reporting as required
  • Bachelor’s Degree in Finance or related field required
  • 3+ years industry or relevant experience
  • Computer skills (Microsoft Office products including Visio, Hyperion & Oracle a plus)
  • Strong decision-making skills
  • Ability to work well independently and cross-functionally
  • Relationship management and negotiation skills
179

Senior Financial Planning Analyst Resume Examples & Samples

  • Bachelor's Degree or higher in Finance, Business related degrees
  • 5+ year's relevant experience
  • Demonstrates strong operations acumen and be able to understand operations and its key success drivers
  • Demonstrated success in business partnering initiatives within operations and/or supply chain. Communicate and influence at all levels of the organization. Build trust across multiple stakeholder groups
  • Ability to integrate and interpret disparate sources of data using broad range of analytical data tools. Incorporates use of statistical methodology and predictive modelling techniques
  • Design, develop and implement value-added business analytics
  • Ability to partner closely with Finance and Accounting teams for key information points
  • Work confidently within an international, virtual team
  • Proven understanding of Change Management frameworks
  • Proven high execution capacity
  • Constantly looking for better ways of doing things
  • MS Office (Excel, Power Point and Word) proficiency
  • Manage time effectively, prioritising tasks and able to work to deadlines
  • Presents a strong, professional, positive image to others which inspires confidence & commands respect
  • Master’s Degree/MBA/ACCA or CIMA
  • Process mind-set
  • Understanding / work data warehouse capabilities (Hyperion, Oracle, etc.)
  • Experience in business expansion, divestiture, or acquisition
  • High level of Statistics Applied to Business or big data
  • Strong data visualization skills. Experience using Tableau, Power BI, or alternative tools for data visualization
180

Senior Financial Planning Analyst Resume Examples & Samples

  • Bachelor’s Degree in Finance, Accounting or equivalent experience
  • Master’s degree preferred
  • 4+ years of work experience with progressively increasing responsibilities in Financial Planning and Analysis
  • Experience with Excel, PowerPoint, Essbase, Hyperion Enterprise and Business Objects
  • Experience analyzing trend data, budgeting, and forecasting
  • For new hires, must meet all FedEx Office employment qualifications in force at time of hiring
  • For current FedEx Office team members, must meet hiring criteria for the position and transfer requirements as outlined in the Team Member Handbook
  • Ability to travel as required in order to meet with customers, vendors, other team members, and/or other business necessities
  • Ability, on a consistent basis, to maintain attention and concentration for extended periods of time
  • Ability, on a consistent basis, to read and interpret documents and instructions from customers, vendors, and other team members
  • Ability, on a consistent basis, to communicate effectively with customers, vendors, and other team members
  • Ability, on a consistent basis, to perform work activities requiring cooperation and instruction
  • Ability, on a consistent basis, to function in a fast-paced environment, under substantial pressure
  • Ability, on a consistent basis, to work within the appropriate level of independence
  • Ability, on a consistent basis, to report regularly to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting could include regular attendance at a physical location and/or maintaining established business hours depending on the scope and nature of the position
181

Financial Planning Analyst Resume Examples & Samples

  • Primarily contact for Dashboard metrics to implement and publish Operations KPI’s, influence results, and drive improvements
  • Coordinate weekly & monthly Operational finance reviews, prepare Quarterly Forecasts & Annual Budgets
  • Prepares monthly management report out
  • Works with Operations to understand Mfg. Variances & Forecast future Variances; their effects on GM & OI, and identify risks & opportunities to improve overall company bottom line
  • Works with other Management to coordinate Division operations and activities and partners with Operations teams to resolve problems and issues
  • Works with Sales & Marketing to provide Sales & Orders historical trend analysis and summarize key industry trends
  • Uses Technology and systems to drive cost and operational improvements
  • Prepare monthly supporting documentation, and analysis and schedules to explain variance to Plan & Forecast
  • Accumulate and financially report production costs as required by US GAAP
  • Provides ad hoc Financial analysis reports as needed
  • Requires BS/BA in Accounting or Business; MBA, Advanced degree or equivalent strongly preferred
  • 3 - 5 years’ experience to include strong working knowledge of accounting (P&L and Balance sheet) and analytics in a manufacturing environment and business knowledge
  • Proven track record prioritizing and successfully managing multiple projects simultaneously with competing priorities and deadlines; act and operate independently with minimal daily direction from manager to accomplish objectives
  • Proactive communicator who can clearly articulate results and influence decision making through verbal, written, analytical, interpersonal communication and presentation skills
182

Financial Planning Analyst Resume Examples & Samples

  • Completes various forecasts as a part of rate making, business planning or operating forecasts in an accurate and timely manner
  • Coordinates assignment and completion of monthly performance analysis
  • Prepares monthly revised forecast/projection for total program during current year
  • Completes various reporting requirements from program offices or outside organizations in an accurate and timely manner; works with auditors
  • Completes long range financial planning and budgeting cycle information; i.e. cash flow forecasting, and capital planning
  • Presents information to executive management for approval; and participates in monthly statement reviews
  • Acts as a resource for other analysts and staff in the department for review, training and information needs
  • Performs innovative and thorough cost benefit and profitability analyses for a variety of projects; works on special requests and projects
  • Ensures that all activities are consistent with applicable regulations and external and internal review requirements
  • Minimum four (4) years of relevant work experience
183

Financial Planning Analyst Resume Examples & Samples

  • Planning and budget management
  • Development of initiatives and projects for continuous improvement
  • Management of budgetary controls
  • Monitoring of financial indicators
  • Development of executive presentations (elaboration and presentation) for management decision-making
  • Relationship with all areas of the company
184

Senior Financial Planning Analyst Resume Examples & Samples

  • Navigate information system applications (SAP, COGNOS,TM1,LPI, etc.) to collect actual and forecast data
  • Load data into financial systems
  • > 3 years’ experience in financial management processes including forecasting, cost allocations, capital and operating expenses, assessments through usage of cost drivers, variance analysis, budgeting and/or other comparable financial activities
  • Proficiency in use of Microsoft Excel & PowerPoint and related capabilities in use of macros, pivot tables, and other functionality associated with formulas used to analyze or transform data
  • Proficiency in quantitative and analytical skills for financial modeling and analysis
  • Strong understanding of financial statements
  • Prior history in customer service with an emphasis on explaining financial concepts to people without financial backgrounds
  • Market Awareness: Understands industry, market, geographies and competitive landscape
  • Business Acumen: Demonstrates knowledge of internal and external business drivers, decisions, relationships and influencing factors that affect the accomplishment of desired business outcomes
  • Collaboration and Facilitation: Leads without authority, collaborates through an inclusive approach, across geographic and organizational cultures to achieve mutual success for the company
  • Work Coordination: Leads or participates in the planning, communication, and execution of work activities in a coordinated and efficient manner
  • Talent Management: Utilizes performance management to assess performance and behaviors against standards and expectations, including development plans. Solicits and provides positive and constructive feedback
  • Personal Development: Seeks out growth / learning opportunities and accepts responsibility for achieving personal growth
185

Financial Planning Analyst Resume Examples & Samples

  • Act as a Business Partner with full management of the financial planning processes, in order to guarantee the unit’s results working closely with the commercial area
  • Be responsible for the Sales Outlook process of weekly sales and business forecasting. Management of P&Ls reports
  • Be responsible for the Sales Outlook process as well as the analysis and control of other financial processess, coordinating them and looking for an excellent alignment of all (SO e S&OP)
  • Control and analize any variances and trends in the budgets, ensuring consistent and accurate reports and providing detailed explanations to support the BU decisions
  • Monitor KPIs and support the presentations made for the HQ (MBR, MBO, Budget, LE’s)
  • Daily management of the planning and budgeting of different areas, identifying any variances to reverse them. Guarantee the correct allocation to cost centers and accounts
  • In charge of training the Sales and Marketing collaborators in topics related to financial planning
  • Assist the Business Controller in Business Case creation
  • Intermediate level of English
  • Advanced skills in Office – Access will be a plus
  • At least two years of experience in management tools (BW, SAP, MRH or related)
  • 3 years of experience in Agribusiness. (nice to have)
186

Financial Planning Analyst Resume Examples & Samples

  • Participate in the preparation of the annual Profit Plan through consolidation of submissions and preparation of regional analyses
  • Education in accounting and finance
  • Experience in a global a matrix environment preferred
  • 2-3 years’ work experience in a related capacity
  • Solid understanding of US GAAP and ERP systems
  • Treasury exposure is beneficial
187

Financial Planning & Analyst Resume Examples & Samples

  • Develop various profitability reports including profitability by business, region, and product segment and aid in using these reports to drive improvements in the business. These reports are done on a monthly and quarterly basis to closely monitor the business results
  • Develop revenue and margin reports comparing actual performance to budget, last year, and forecast for the different areas of the business that you support
  • Develop forecasting models using market indices, historical trends and other methods
  • Analyze and understand variances in all gross to net sales components and drive improvements in the process
  • Fully participate in budgeting and forecasting processes
  • Use your strong business drive along with the ability and initiative to identify and develop analytical tools for various areas of the business
  • Strong communication skills are a must as this role will work with various levels of management, both in finance and the business, and must be able to clearly relay results of analytical projects as well as monthly and quarterly results
  • Skills required include strong excel, access, and PowerPoint knowledge with the aptitude to extract information from the existing business systems
188

Financial Planning Analyst Resume Examples & Samples

  • Provide financial support for selling and operations business partners in APJ including revenue forecasting, expense management and analysis
  • Drive weekly, quarterly revenue forecasts (Revenue and expense)
  • Play a key role in annual operating planning process in the locality
  • Partner with accounting to identify any issues / accruals and impact on forecast
  • Maintain and update global forecasting system and processes, work with global FP&A team on analytics to insure forecast accuracy
  • Perform variance analysis in support of SOX compliance
  • Provide business insight through metrics, reporting, and variance analysis
  • Support the accounting team in monthly and quarterly accruals in accordance with local GAAP
  • Partner broadly across the finance organization to establish best practices and consistency
  • Partner with other key functions (HR, Solution design, Pricing etc.) to ensure alignment, and business insight for your business partners
  • 3+ years of experience in Financial Planning & Analysis
  • Accounting experience & education or equivalent
  • Knowledge and experience in business modeling and forecasting
  • Ability to summarize results and provide relevant context for leadership
  • Effective relationship building and partnership with business partners and team members
  • Keen attention to detail; ability to multitask and work effectively within a fast paced environment and growing organization
  • Team player with good interpersonal skills
  • Demonstrated experience developing effective working relationships with Sales organizations a plus
  • Working knowledge of FP&A and financial accounting systems. Workday and Anaplan experience a plus
  • Ability to work across time-zones
  • Ability to maintain confidentiality and discretion in business relationships and exercise sound business judgment
  • Systems experience – Oracle or Hyperion or SAP, ERP, Accounting Forecasting
  • Should be analytical and accurate
189

Financial Planning Analyst Resume Examples & Samples

  • Maintain daily, weekly, and monthly reporting and analysis models that track performance of various units within the organization
  • Provide ad-hoc reporting as needed to support ongoing business needs
  • Ensure that reporting and analysis is timely, accurate, and in an appropriate format
  • Collaborate cross functionally and with senior leaders to ensure that business needs are being met
  • Proactively suggest and develop new reports in response to current/new business issues
  • Draft standard operating procedures for the benefit of the department
  • Identify opportunities to streamline/automate current processes and implement necessary change
  • Advanced data management skills (may include tools such as Cognos, Hyperion, SQL, etc.)
  • Ability to perform and remain organized in a fast-paced, deadline driven environment
  • Ability to take initiative and work independently
  • Strong attention to detail and exceptional organizational skills with desire to grow in the finance profession
  • Familiarity with SAP a plus
190

Financial Planning Analyst for IT Department Resume Examples & Samples

  • Assist in the annual hotel capital planning process - The analyst will help facilitate the annual hotel operational and capital expense budgeting process by gathering expenses from the IT stakeholders, providing feedback, consolidating the data points, and distributing the data in various formats to the various downstream stakeholders
  • Assist in the IT business case selection process – the analyst will help facilitate the process of collecting business case ideas for the upcoming year by providing feedback, consolidating and prioritizing all the business case ideas, preform analysis of financial impact to the various funding sources, and help facilitate the approval process with the various departments
  • Drive business benefits realization for IT initiatives – take baseline and final measurements and analyze how much of the benefits were realized when compared to the business case
  • Create large project financial payback/recovery modeling – Create multi-year financials models for new IT initiatives on how they could be recovered from the hotels
  • Help prepare and improve the Hotel Budget guidance process and data presentation for the Hotel Technology Service Fee – Analysis would include year over year per hotel analysis, underlying cost driver change analysis, respond to cost questions from the field
  • Monitor the IT billings process – this involves monitoring and reporting on the Hyatt professional service billings as well as one-off project billings. The Hyatt professional services billings also requires analysis of forecasting to budget and actuals to budget
  • Contract labor and project spend analysis – This task involves organizing the Fieldglass charge codes, analysis of actual spend versus projected spend and general Fieldglass maintenance
  • Maintain IT Cost Change log – help gather IT cost variances, their explanations, and the creation of IT Steering Committee materials
  • Analyze Forecasting accuracy – this task involves monitoring forecasting accuracy at different points in time for budget items (ops product lines or projects), capturing variance explanation, trend analysis, and categorization of budget items
  • Consolidate 3 to 6 IT Cost Roadmaps – involves soliciting, consolidation, analysis, and providing feedback on IT cost roadmaps on a per product basis
  • Streamline existing financial process - After learning the existing landscape, this resource should look for ways to streamline the financial process if possible
  • Required: Prior experience as a financial analyst, business/data analyst experience, basic understanding of Project Management principles, , advanced working knowledge of Microsoft Excel, strong written and verbal communication, ability to learn quickly (business processes, technologies specific to project, etc.). Bachelor’s degree in business administration, accounting or finance
  • Preferred: Ability to write Excel Macros in VBA, Essbase/Hyperion, basic understanding of Project Management principles, working knowledge of relational database concepts, knowledge of the SDLC (software development lifecycle), and hospitality experience
  • Required: Expert in Excel
  • Preferred: Ability to write Excel Macros in VBA, Essbase/Hyperion, and working knowledge of relational database concepts
  • Able to learn and apply new concepts quickly (e.g. business processes, technologies, etc.)
  • Experience with project management methodologies with flexibility to adapt
  • Advanced skills in Microsoft Excel (advanced knowledge of pivot tables and using formulas is a must)
  • Able to exercise independent judgment and take action on it
  • Excellent analytical, mathematical, and creative problem-solving skills
  • Excellent listening, interpersonal, written, and oral communication skills
  • Logical and efficient, with keen attention to detail
  • Highly self-motivated and directed
  • Ability to effectively prioritize and execute tasks while under pressure
  • Strong customer service orientation
  • Experience working in a team-oriented, collaborative environment
191

Global Financial Planning Analyst Resume Examples & Samples

  • Ability to interact with Senior CWT management including ELT member
  • Maximize impact, maintain interest and establish a rapport with the audience when conveying information
  • Word, Excel, PowerPoint
  • Analysis, Accounting
  • Balance Sheet, P&L
  • 5 years of proven financial management experience
  • Country FP&A experience
  • International/multicultural experience/exposure required
  • LI-MM
192

Lead Financial Planning Analyst Resume Examples & Samples

  • Governance, support, and analytics around cost allocation methodologies and procedures
  • Responsible for in depth analytics around cost allocations, segment and legal entity reporting, and for providing actionable insights to the business based on analytical findings
  • Responsible for predictive modeling and sensitivity analysis around cost alignment allocations
  • Responsible for building innovative reporting dashboards and presentations which will allow for an improvement in the understanding of expense drivers and emergent risks/opportunities to financial results
  • Communication and presentation of financial results with the ability to tell the “story” vs. a focus on variance analysis
  • Play an integral role in key projects starting in the second half of 2017 which will require strong project management skills, analytical skills, innovative thinking, and the ability to manage in a matrixed environment
  • Help to generate segment and legal entity reporting on a monthly basis
  • Engage matrix partners to understand financial and business performance
  • Act as liaison with finance, segment reporting, subsidiaries, and the business to ensure reports produce accurate and timely results
  • Coordinate with corporate accounting and FP&A planners as appropriate and required
  • Undergraduate degree in Business, Accounting, Finance, or Management (or equivalent work experience)
  • MBA or equivalent a plus
  • Strong communication (both written and verbal) and presentation skills are required
  • Demonstrated ability to effectively interact with Senior Executives and Management and work in an independent environment is essential
  • Self-motivated, highly organized, and detail orientation required
  • Proven ability and examples of effective problem solving (problem identification and ability to work through to resolution) and analytics required
  • Understanding of budget/forecast principles and performance management activities
  • 6+ years of experience or equivalent background
193

Financial Planning Analyst Resume Examples & Samples

  • Responsible for the development and delivery of reporting for the organization
  • Works with the Financial Analysis team in developing and maintaining the revenue budgets and forecasts
  • Identifies and recommends ways to drive meaningful revenue growth within the organization
  • Utilizes internal databases to develop reports and ad hoc analyses to support day-to-day business needs
  • Extracts, analyzes, and interprets quantitative and qualitative data from accounting and billing systems and other external sources
  • Assists the Financial Planning team in creation of Key Performance Indicators (KPI’s) for key stakeholders
  • Defines financial situation by completing quantitative analyses
  • Evaluates optional plans by identifying outcomes and potential returns
  • Values assets by appraising current condition; assessing potential
  • Builds financial database by identifying sources of information, assembles, verifies, and backs-up data
  • Recommends financial actions by assessing options in relation to organization goals
  • Prepares financial reports by collecting, formatting, analyzing and explaining information
  • Protects operations by keeping financial information confidential
  • Maintains technical knowledge by attending educational workshops, reviewing publications
  • Performs other duties as required and assigned
  • Zero (0) to five (5) years Financial Analyst experience
  • Excellent project management experience preferred
  • Experienced in budgeting and forecasting
  • Database and troubleshooting skills
  • Excellent spreadsheet skills required
  • Requires emotional intelligence and resourcefulness for effective teamwork
  • Ability to meet deadlines and productivity standards
  • Must be able to research, identify and explain variance analysis related to any budget issue; statistical analysis; forecasting
  • Must have a four (4) year degree or equivalent
  • Bachelors Degree in Business, Finance or Accounting on related discipline is required
  • Exposure to a networked environment using a Windows and/or Windows-like Interface, proficient use of Microsoft Office Suite such as Outlook, Word, Power Point and Access
  • Strong MS Excel skills including pivot tables, reference functions and working with large data sets
194

Financial Planning Analyst Resume Examples & Samples

  • Captures and prepares the 3-month rolling forecast and the weekly Financial Forecast Process for Latin America
  • Prepares the monthly results to the Latin America executives and directors with appropriate comparisons to plan and forecast. In addition, supports the VP’s to prepare ad-hoc information and input it on presentation format
  • Loads the forecasts and plan into BPC for the overall consolidation of EAI reporting
  • Prepares the monthly analysis of variations requested by SEC vs. Actuals, past year and forecast
  • Prepares the preliminary timing and scheduling of Planning to EAI Latin subsidiaries to be reviewed with Management
  • Participates in the development and maintenance of appropriate financial systems to support the functions of the department and the company
  • Completion of undergraduate degree or equivalent experience (B.A. or B.S.)
  • 2-5 years of experience in a similar role
  • Detail orientated with excellent time management; verbal and written communication skills
  • Proficiency in MS Excel including pivot tables, analysis add-ons, macros, using lookup functions, filters, etc
  • Strong understanding of fundamental business concepts/metrics and financial reporting
  • Strong proactive problem solving and analytical skills
  • Spanish or Portuguese speaking and writing preferred
  • SAP BI, BPC experience preferred
195

Financial Planning Analyst Resume Examples & Samples

  • Advanced Microsoft Office skills, Expert Microsoft Excel capabilities
  • Strong analytical capabilities and proficiency in financial modeling and analysis (balance sheet, cash flow and income statement)
  • Strong organizational skills and ability to work under pressure of deadlines
  • BS in Accounting or Finance
196

Financial Planning Analyst Resume Examples & Samples

  • Effectively interpret, apply and communicate Commission plan rules to both frontline Sales staff and management
  • Validate transactional accuracy of Sales on an ongoing basis in various financial reporting systems, including Sales transaction participant assignments
  • Communicate effectively and consistently with all relevant Stakeholders regarding Commissions
  • Collaborate with business partners to deliver accurate and timely results, including relevant variance explanations
  • Assist in forecast data consolidation and report preparation
  • Act as a contact point for queries from business management
  • Perform ad-hoc reporting and analysis as needed to support business decisions
  • Execute activities consistent with established regulatory and internal Compliance Policies & Procedures
  • Identify enhancements to process and system limitations to improve the efficiency of Commission workflow
197

Financial Planning Analyst Resume Examples & Samples

  • Support ongoing maintenance of Annual Plan, Business Update, Outlook and Strategic Plan financial models
  • Support the consolidation, analysis, and forecasting of financial data to generate reports, analytics and information used by the organization in decision making (Accuracy and thoroughness of all these estimates are critical for the Company to meet its financial commitments and objectives)
  • Assist with maintenance and improving various financial models
  • Effective planning requires an in-depth understanding of key business systems and processes, excellent communication skills, and knowledge of accounting/reporting trends
  • Suggest and implement improvements in the planning systems and processes to generate more accurate and timely data
  • Assist in the preparation of materials for Management presentations
  • Preparation of reports and various planning schedules, coordination of planning and outlook calendars
  • Evaluates and develops proposals for the company. Process owner for the function to ensure consistency in analytical principles across the company and ensures sound business decisions are made
  • Monitor and maintain budgets, investment spending and other areas as assigned for actual, plan and outlook purposes
  • Assist on special projects as assigned
  • Bachelor’s Degree in Accounting / Finance, Business Administration or equivalent, MBA preferred
  • Working knowledge of SAP modules, key bolt-ons & interfaces, and related interdependencies
  • Strong experience with Microsoft Office tools (Excel, Word, PowerPoint, etc.)
  • Ability and aptitude to work with technical aspects of financial information systems
  • Solid understanding of Newell Brands business processes
  • Strong knowledge of GAAP, general ledger accounting and financial reporting processes
  • Attention to detail and an ability to analyze financial data and solve problems in a dynamic environment
  • Strong written and oral communication skills including the ability to communicate effectively with all levels of management
  • Independent self-starter with the ability to produce accurate results under time pressures; work within a team
  • Must be a self-starter with a proven track record of problem solving and analytics, is comfortable with operating in various financial systems, and can work across a matrix
  • Must have strategic capabilities and be comfortable with hands-on, tactical execution
198

Senior Financial Planning Analyst Resume Examples & Samples

  • ** Selected candidate subject to special background check procedures
  • Coordinates preparation of the annual budget for the Fifth District in accordance with established Bank policies and procedures. Provides guidance and expertise to assigned Bank departments on the development of budgets and cost accounting issues on financial performance. Counsels supporting areas on opportunities for cost control and recommends appropriate actions on department budgets as requested. Coordinates, reviews and analyzes department and activity budget data to identify potential issues. Prepares budget materials for executive review and performs analysis of Bank financials to identify major business initiatives
  • Reviews assigned department budgets for accuracy. Ensures documentation associated with department distribution tables is gathered and provided to the cost accounting team. Prepares analyses and projections of expenses under various scenarios based on support or DDT changes
  • Supports the core business activities including Bank budgeting, cost accounting and management reporting. Participates in the long range strategic and financial planning for the Bank
  • Performs and conducts complex analyses for senior management in support of the financial planning process and proposed operational reviews under consideration within the District and various Federal Reserve System groups. Performs cost impact analyses in support of strategic goals and objectives. Based on independent research, responds to complex issues and questions by other constituents such as Reserve Banks, Board of Governors and Fifth District management
  • Maintains detailed knowledge of the Planning and Control System (PACS) guidelines, Financial Accounting Manual (FAM), Federal Reserve Administrative Manual (FRAM) and applicable OPLs and S-Letters. Maintains a detailed understanding of Financial Planning and Bank's operational functions. Trains and serves as a source of expert knowledge to department budget analysts
  • Analyzes and monitors monthly expense reports for Bank departments to identify variances between budget and actuals. Performs trend analyses to identify potential budget reductions and operational efficiencies. Determines and recommends methods of attaining budget targets. Develops complex expense analyses, annual projections/forecasts and variance analyses related to assigned service lines within the cost accounting structure
199

Wealth Centralized Financial Planning Analyst Resume Examples & Samples

  • Make suggestions to WDFP management for changes and/or enhancements that will better assure quality service and timely delivery of WDFP services
  • Attend and participate in WDFP team meetings and conference calls. Share experiences, insight, and thoughts related to WMFP process
  • Comply with WDFP policies and procedures as well as related bank, regulatory, and legal guidelines/requirements to ensure compliance with appropriate audit standards
  • Four years of professional work experience with demonstrated competency in area(s) of concentration
  • Good technical knowledge of issues relating to financial planning (e.g. income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning) for high net worth clients in excess of $10 million
200

Financial Planning Analyst Resume Examples & Samples

  • BA in Accounting or Finance, MBA &/or professional certificates are plus
  • Two to Three Years in Reporting & Financial Analysis
  • Fluent in English is a must, French is a plus
  • Coming from Complex Company &/or Multinational
201

Financial Planning Analyst Lead Resume Examples & Samples

  • Assist in the preparation of divisional income statement for budgets and forecasting process, along with explaining and analyzing trends, product line performance and other financial views
  • Support Manager, FP&A with the preparation of budgets & forecasts and provide process documentation and oversight
  • Establish monthly Commercial divisional P&L variance analysis and annual outlooks
  • Support the development of multi-year Commercial P&L forecasts
  • Develop and update presentations for Senior Leadership and Executive team
  • Provide administrative expense business partnership support for a number of budget owners
  • Support infrastructure and process improvement, including income statement evolution into Cognos TM1and the development of business metrics
  • Support Management Fee analytics and re-design
  • Support Manager, FP&A on special projects, analysis and ad hoc reporting
  • Bachelor's degree in Finance, Economics or Business Administration required. MBA is a plus
  • Experienced professional with 5 -- 7 years of relevant FP&A experience
  • Previous Healthcare, Insurance or related experience is preferred
  • Solid FP&A experience
  • Experience with budgets, planning and forecasting of P&L's
  • Current SQL or/and SAS user
  • Strong quantitative, analytical, critical thinking and problem solving skills
  • Ability to analyze and synthesize data that is visually appealing and effectively tells a clear story
  • Ability to build and maintain relationships, and communicate effectively with multiple stakeholders
  • Ability to contribute and succeed in a collaborative team-oriented environment
  • Prior experience with ERP, such as Cognos TM1/ BI and Lawson is a plus
  • Ability to work independently and manage multiple competing priorities