Financial Planning Analyst Resume Samples

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MF
M Feeney
Marco
Feeney
32115 Olson Inlet
Philadelphia
PA
+1 (555) 699 0550
32115 Olson Inlet
Philadelphia
PA
Phone
p +1 (555) 699 0550
Experience Experience
Boston, MA
Financial Planning Analyst
Boston, MA
Aufderhar-Stanton
Boston, MA
Financial Planning Analyst
  • 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
New York, NY
Senior Financial Planning Analyst
New York, NY
Rice-Herzog
New York, NY
Senior Financial Planning Analyst
  • 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
present
Dallas, TX
Senior Financial Planning & Analyst
Dallas, TX
Wyman-Hegmann
present
Dallas, TX
Senior Financial Planning & Analyst
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
Education Education
Bachelor’s Degree in Finance
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
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15 Financial Planning Analyst resume templates

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