Financial Planning Resume Samples

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T Simonis

Tate

Simonis

14502 Heller Creek

Chicago

+1 (555) 819 6058

14502 Heller Creek

Chicago

Phone

p +1 (555) 819 6058

Experience Experience

Phoenix, AZ

Financial Planning Consultant

Phoenix, AZ

Ritchie and Sons

Phoenix, AZ

Financial Planning Consultant

Establish the Financial Planning Consultant as an integral part of the branch network sales force by motivating relationship managers to make referrals
Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Client business
Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Customer business
Assisting or leading the development of current and new financial planning services or products, in particular for wealth management
Develop and maintain checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches
Coordinate with Product Management to perform portfolio analyses and prepare periodic investment performance reports
Assists in development of financial models for revenue and income forecasts

Houston, TX

Financial Planning & Analysis Associate

Houston, TX

Gaylord LLC

Houston, TX

Financial Planning & Analysis Associate

Assist the financial planning and analysis manager with IT and furniture lease management
Assists manager in maintaining relationships with internal and external clients, vendors, partners, and consultants that serve to enhance Chemonics’ reputation
Assist in the continued development of budgeting, financial forecasting, long-range planning and modeling processes and procedures
Assists the FP&A manager with IT and furniture lease management by updating the corresponding tracker and liaising with IT and the Facilities teams to keep everything on track and up to date; communicates with IT to ensure accurate budgeting and forecasting
Manage a robust Management Information System, covering all the components of managerial accounting to create various analyzing reports
In conjunction with other members of FP&A team, supports operations managers by collecting and compiling data from the Regional Business Units (RBUs) to produce the annual Corporate Profit Plan
Gathers budget information from profit centers and support units, reviews for accuracy, and converts data into other formats for presentations or general review

present

Philadelphia, PA

Financial Planning & Analysis Specialist

Philadelphia, PA

Daniel, Paucek and Denesik

present

Philadelphia, PA

Financial Planning & Analysis Specialist

present

Providing decision makers with adequate and timely financial and non-financial information
Perform variance analyses of key business drivers for performance vs. plan, forecast and prior year
MC&O Finance representation on development engine program Product Cost Management Teams (PCMTs)
Monitor, analyse and follow-up on the working capital reports for management
Assist in the preparation and explanation of the P&L to management
Perform monthly/quarterly P&L closing and forecast activities within established deadlines with high quality results
Prepare presentations to management highlighting key performance drivers

Education Education

Bachelor’s Degree in Finance

Indiana University

Bachelor’s Degree in Finance

Skills Skills

Excellent analytical skills and the ability to synthesize change quickly using
Knowledge of Hyperion Brio, Tableau and Hyperion Essbase strongly recommended
Solid knowledge of financial statements analysis and reporting including a strong understanding of balance sheet and cash flow statements
Ability to multi-task, strong organization skills and is deadline driven
Proficiency in Microsoft Office applications with extremely solid Microsoft Excel skills including macros
Ability to influence change and manage upward; good motivational skills
Excellent time management skills and ability to prioritize
Expand existing BMO relationships by consolidating the investable assets of mass affluent customers to increase BMO's share of wallet
Ability to influence an entire business within a broad scope
Strong presentation skills

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Financial Planning Consultant Resume Examples & Samples

Degree holder with at least two years of insurance product sales experience, with proven track record
HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3, 4 & 5
Proactive and result-oriented with strong selling skills
Fluent in English, knowledge of Mandarin preferred
Good relationship building and communication skills

Financial Planning Product Specialist Resume Examples & Samples

Have expert knowledge in the full set of LifeView tools, including LifeView Goal Analysis, LifeView Advisor, LifeView Monitor and LifeView Personal Wealth Advisor
Apply knowledge of financial planning tool methodology with fundamentals of financial planning in areas of asset allocation, retirement, college funding, Life Insurance, goal planning. Disability Insurance, Long Term Care and Estate Planning with how to execute and model at the client level utilizing the LifeView suite of tools. This includes demonstrating available techniques to help in the preparation of the plan or analysis
Act as a liaison between the field and the financial planning product group, responsible for consolidating and communicating user feedback, making enhancement recommendations, providing feedback on training and support materials
Act as a subject matter expert for a specific tool or subject, responsible for acting as a key resource for other members of the Financial Planning Support Team, working with the financial planning product area to understand enhancements or changes, act as a level II support for specific escalation items
Mandatory participation in group training programs
As needed, assist the Financial Planning Resources team in testing new releases of the LifeView tools before they are put into production
As needed, perform “walk through” sessions with FAs who are looking to gain an understanding of how the various components of the LifeView tools can be applied to their practice
BS/BA degree required; Finance, Accounting or Business concentrations preferred
Fully licensed Series 7 and 66 (or 63 & 65) upon hire preferred
Demonstrated proficiency in financial planning and financial planning tools
Excellent verbal communication skills
Demonstrated ability to think creatively and be solution-oriented
Demonstrated ability to quickly learn and apply new concepts

IPS Financial Planning Resume Examples & Samples

Assist the Financial Planners in preparing advice proposals and drafting of annual review letters
Preparation of Pension Consolidation Schedules including pension analysis
Prepare for client meetings. Attend or review client meetings with the Financial Planner to allow for follow up research based on agreed actions with the client. Drafting of meeting notes and call reports
Provide the Financial Planner with pre-populated new business paperwork required for the completion of advice and regulatory checklists for specialist sign off. Once advice has been provided, ensure that the new business pack is fully complete and compliant and submit to the Financial Planning administrator. Track progress of case to conclusion
Supporting Financial Planners with client queries and plan administration. Liaison with client and providers

Financial Planning Software Solutions Consultant Resume Examples & Samples

Financial Planning Tools Support – Assist the various RBC sales forces in using the corporate approved financial advice and planning tools to respond to client queries, uncover hidden assets, retain business, and develop referrals
Testing – Conduct Quality Assurance and User Acceptance Testing of updated or newly created tools that are developed internally or purchased from external vendors
Coaching – Provide ongoing coaching to users directly or by referring them to job aids and other resource material
Documentation – Create and update job aids, user guides and other resources; assist in ensuring that financial advice and planning tools reports, questionnaires and marketing materials are updated on a regular basis and develop new documents as required
Training – Working with Canadian Banking or Dominion Securities’ Learning Services groups, contribute to the development and updates of training programs and supporting material. On occasion, deliver training to the Dominion Securities sales force
Projects – Participate in various working groups & cross-departmental projects
Knowledge of financial planning software (Horizons/NaviPlan preferred)
Minimum 2 - 3 years of experience in the financial planning/wealth management industry
CFP, R.F.P., FMA, CIWM, IQPF, or PFP designation
Accounting designation is an asset
Understanding/knowledge of Canadian taxation and pension legislation
Excellent verbal and written communication and interpersonal skills
Ability to think on one’s feet and quickly change from topic to topic
Ability to work as part of a team and independently to complete tasks
Service oriented attitude and desire for future growth potential

Cpwm Financial Planning Data Specialist Resume Examples & Samples

1-3 years experience in financial services including a focus on financial planning
Analytical and modeling skills
CFP preferred or working towards a CFP designation
NaviPlan Financial Planning Tool experience – preferred
Use of Money Guide Pro, Impact or other Financial Planning Software a plus
Solid relationship-building skills
Strong work ethic and the ability to produce high quality plans within a defined timeline
Ability to organize and prioritize work, meet deadlines, and manage multiple tasks simultaneously
Pragmatic approaches to ensure resources are being directed appropriately

Financial Planning Consultant Resume Examples & Samples

5+ years of securities sales or financial planning experience
NASD Series 7, 63 and 65 (or 66 in lieu of 63 and 65) required
Life & Health Insurance Licenses
CFP® or similar equivalent designations
Thorough understanding of the securities industry in general
Thorough understanding of various securities products
Thorough understanding of financial planning products and techniques with specific background in sales, insurance, and financial planning preferred
Strong knowledge of Social Security required
50% travel required
Ability to understand and communicate benefits of financial and wealth planning and the products and services available to Financial Advisors
Demonstrable public speaking skills
Ability to converse with and professionally instruct/train Financial Advisors, high net worth clients, and other sales personnel concerning financial planning topics

Dkny Jeans Financial Planning Internship Resume Examples & Samples

Review expenses
Review data dump for styles with no cost
Follow up on bookings/orders not in the system
Review margin on bookings
Reivew disounts off wholesale
Recieve backup, explanations, and approvals for sales adjustments
Reconcile processed sales adjustments and chargebacks
Send approved invoices to AP
Reconcile processed markdowns
Assist with accounting close
Experience using Excel formulas such as V-Lookup, SUMIF, and Pivot Tables

IPS Financial Planning Resume Examples & Samples

Support Financial Planners & Paraplanners with client business and queries
Ensure all new business processed is compliant and accurate before submission
Perform tasks as delegate by Head FPA to agreed timeframes
Creating/maintaining files in accordance with UBS standards
Record client details & relevant information accurately in core systems

Manager for Financial Planning, Stores Resume Examples & Samples

Bachelor’s degree in finance or business
5 - 10 years of experience in a corporate financial analytical environment, with a strong working knowledge of the luxury retail space
Excellent analytical skills and financial modeling
Ability to work with large sets of data and heavy work volume
Excellent follow-through and proactive work style
Demonstrated ability to establish priorities in fast-paced, multi-task environment
Ability to work in a team environment and confidential data

Financial Planning Consultant Resume Examples & Samples

Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive
Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products
Candidates with good knowledge of tax law and general financial and economic market would be advantageous
Candidate with AFPor CFP would be highly advantageous
Work experience:at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company

Regional Financial Planning Consultant Resume Examples & Samples

Be a subject matter expert and a primary contact for regional financial planning sales force including sales managers for sound guidance on broad range of technical tax, estate, financial planning ideas and strategies
Effectively communicate expert knowledge around issues affecting Mass Affluent individuals and business owners such as transitioning into retirement, investing through holding companies, sale of a business, wealth transfer etc
Support and lead advocacy for the RBC Financial Planning business within assigned region including sales managers, Regional leadership (Regional Vice Presidents, Regional Managers etc.)
Coaching and mentoring Financial Planners on all aspect of the financial planning process (Your Future By Design Advice Experience)
Supporting Practice Management implementation in achieving success through financial planning performance pyramid
Conduct joint sales strategy sessions with planners to build financial planning strategies and present plans for consolidation of assets
Presentations on financial planning topics for advisors, aligned to the Financial Planning Disciplines
Liaise with Financial Planners, Sales Managers and National Office regarding financial planning issues including reviewing planning activities like Goals Based Plans, Financial assessments and Advice Pictures
Contribute to special projects such as leading development of training and financial planning tools and/or supporting financial planning strategy and other partners across organisation
Presentations to Financial Planners (and clients on occasion) on financial planning topics
Marketing and promotion of planning tools to advisors
Collaborate with other in-market support roles for driving the development and implementation of sales effectiveness, sales strategy and sales communications

Europe & Asia Financial Planning & Analysis Director Resume Examples & Samples

Lead and manage the E&A FP&A and Project Control teams
Prepare all aspects of financial planning and reporting, including operational reporting, project and employee reporting, annual budgeting, project reporting, monthly forecasts and general business financial analysis
Manage the Project Control team and Project Managers on required contract budget changes, revenue issues, forecasting and EAC estimates
Prepare forecasts, budgets and management information and perform sensitivity and trend analysis to assess financial condition of E&A operating group and divisions
Provide the reporting of Backlog and SEC related revenue metrics
Model direct and indirect rates for the business budget versus actual
Assisting and working closely with pricing rate cards and pricing models
Develop financial analysis approaches and processes, including business reporting tools across lines of business
Designing and testing of new reports and functionality as and when required, including participation in the development of the financial / ERP systems of the group
Regular pro-active engagement with Project Managers as applicable to review financial performance, project set up, revenue sharing; particularly large/complex items
Active participant in monthly/quarterly revenue recognition compliance meetings
The role will require periodic travel in the UK and across Europe & Asia (average 10%)
Undergraduate Degree, preferably in Accounting or Business Administration (with emphasis in Accounting)
Qualified or part qualified accountant/analyst
5 years + experience in a similar role in a leading international professional services / consultancy services environment
A strong appreciation of project based costing and project reporting, together with an appreciation of employee time costing principles and indirect/overhead recovery rate concepts is essential
A strong appreciation of multi-currency operational reporting across a multi-site, multi-currency businesses is essential
Experience with Deltek products (Costpoint/Maconomy) or similar ERP (e.g. SAP/PeopleSoft/ Microsoft AX) is desirable
UK and European consultancy market knowledge is beneficial, ideally with clients in both the public and private sectors

Financial Planning & Analysis Associate Resume Examples & Samples

2+ years of Financial Planning & Analysis experience, advanced Excel skills+
Bachelor's Degree in Accounting, Economics, and/or Finance
Previous Budgeting / Forecasting / Planning experience
Microsoft Excel proficient (Pivot Tables, V-Look Ups, Macros, etc.)

Financial Planning Resume Examples & Samples

Typically 2+ years of supervisory and/or leading a project team
Expert understanding of financial systems and processes within the Financial Planning, Budgeting & Reporting work streams and its linkages across various financial portfolios
Excellent oral & written communication skill (English) for stakeholders interactions and Client focused articulation of services offering
Excellent consulting, influence and negotiation skills
Excellent people management skills, including managing teams across countries
Strong business application skills (e.g., Microsoft Office Suite)
Sound knowledge of technology platforms
Excellent analytical skills and the ability to synthesize change quickly using
Superior project management skills for running medium projects of moderate complexity
Excellent time management skills and ability to prioritize
Ability to generate original ideas and bring about their implementation
Ability to influence change and manage upward; good motivational skills

Financial Planning & Analysis Lead Resume Examples & Samples

1) Flash: Lead the monthly flash analysis process that builds on actual results to understand performance expectations by category that are forecast by each region. Explain trends and comparisons to measure feasibility of forecast and search for opportunities/risks within each plan
2) LTF: Provide Lead oversight of the bi-annual LTF process, working closely with the PSG Strategy team to ensure a tight linkage between Strategic prioritized initiatives and aligned bottoms-up LTF plans by GBU. Drive the closure of any gaps between high-level targets and business plans
3) Budget: Provide Lead oversight of the annual planning process, ensuring that all Interlock targets are properly translated into aligned bottoms-up Budget plans. Drive the closure of any gaps between Interlock and Budget, and provide analysis of final Budget commitments
First level university degree with a focus in business or economics; advanced degree or accounting certification (e.g., Certified Public Accountant (CPA), Master of Business Administration (MBA) strongly preferred
Typically 10+ years of experience as a financial analyst
Typically experienced in a variety of finance functions
Superior business application skills (e.g., Microsoft Excel)
Excellent business acumen

Citibank N.A Financial Planning & Analysis Analyst Resume Examples & Samples

2+ years of relevant finance/business/accounting experience in financial services
B.S. in Economics, Finance, Accounting or related discipline and/or understanding of accounting and accrual principles
Excellent Excel and PowerPoint skills. Prior experience in Essbase is a plus
Ability to build relationships with stakeholders and communicate effectively across different levels of the organization
Ability to remain focused and detail-oriented under pressure
Highly motivated and team-oriented

Regional Financial Planning Consultant Resume Examples & Samples

Presentations on financial planning topics for advisors, aligned to the Financial Planning Disciplines to provide holistic advice to Mass Affluent and High Net-Worth Clients
Liaise with Financial Planners, Private Bankers, Sales Managers and National Office regarding financial planning issues including reviewing planning activities like Goals Based Plans, Financial assessments and Advice Pictures
Contribute to special projects such as leading development of training and financial planning tools and/or supporting financial planning strategy and other partners across organization

Financial Planning & Performance Analyst Resume Examples & Samples

Detailed deal tracking for all executed deals in the covered markets, providing management with more real time analysis on how the deals are performing. This will provide the relationship manager with the relevant information to start dialogue with their clients on the performance of their business and the contract
Deal reforecasting on a monthly/quarterly basis and also providing input for the budgeting process
Bachelor's Degree in Finance or equivalent. Qualification from recognized professional body is an advantage
Minimum 5 years of related Finance experience in a multinational organisation
Proven commercial business acumen, and demonstrated related experience in the SSA region
Strong PC and high proficiency with Microsoft Office Suite products (Excel, Word & PowerPoint)
Working experience with Hyperion an advantage

Financial Planning & Analysis Associate Resume Examples & Samples

Play a key role in the continued development of FP&A deliverables including reporting, budgeting and planning processes by partnering with the business leaders across the Partnerships and Operations organization
Develop financial processes to support the finance team on budget vs. actual variance analysis
Develop financial models and analyses to support strategic initiatives and help close the month and quarter in accordance with the accounting processes in place. Help in defining and implementing scalable processes related to headcount and expense reporting

Financial Planning & Analysis Technology Manager Resume Examples & Samples

BS Degree in Business Administration, Finance or Information Systems
Minimum of 2 years of SAP transactional support and 2 years of TM1 administration experience
Knowledge of SAP/BW, Excel, Access

Financial Planning & Analysis Associate Resume Examples & Samples

Strong Excel, Essbase, Word, and PowerPoint skills
Bachelor's degree in business related discipline required
4 - 6 years of relevant experience desired, preferably in Finance and or Accounting
Analytical ability - Prior experience with financial statement analysis is required
Communication skills - Ability to communicate succinctly and efficiently
Sound judgment and independent decision making are required
Results oriented and ability to deliver under tight deadlines
Ability to escalate and resolve issues quickly in order to meet deadlines
Ability to learn quickly and to learn by doing
Ability to present information in a clear and concise manner
Must be able to build and manage formal and informal relationships firmwide

Gf Financial Planning & Analysis Lead Analyst Lead Analyst Resume Examples & Samples

Work closely with FP&A team and the business to provide timely financial information to the business heads to facilitate effective and informed decision making
Manage the timetable of FP&A reporting requirements such as quarterly revenue outlook, annual planning process and periodic CCAR submissions
Act as regional consolidator far Markets FP&A data collection and submission of deliverables
Develop an understanding of Financial Markets and drivers of performance in all markets businesses
Track the performance of countries/products against goals, providing at minimum monthly feedback as to results and areas of improvement
Other ad hoc requests from Markets FP&A head as required
Undergraduate degree, preferable in a Finance or economics discipline
CPA or other accounting qualification is advantageous
Minimum 7-10 years working experience in Finance or related field
Basic accounting knowledge required
Knowledge of key FP&A Systems advantageous
Strong Excel and PowerPoint skills as well as written and verbal communications skills are essential
Ability to establish strong rapport with multiple teams across functional and geographic boundaries
High professional standards of appearance and behaviour
Ability to navigate vast amounts of complex data easily

Aol Financial Planning & Analysis Intern Resume Examples & Samples

Collaborate with financial leads, accounting, operations, and the financial metrics teams to consolidate, report, and analyze financials
Create and maintain standardized and ad hoc financial schedules and reports, utilizing Hyperion Planning and other financial systems
Assist in the creation of our monthly financial deliverables, including but not limited to the monthly BOD update, monthly Outlook deck, etc., ensuring the integrity of the financial schedules and analysis

Analyst Global Financial Planning & Analysis Analytical Centre Resume Examples & Samples

Reengineer of processes to improve productivity, improve controls and quality of key activities
Post graduate degree in Accounting or Finance with at least 2-3 years of FP&A experience
Experience of Financial Services is preferred but not essential
Ability to work within a team and be an individual contributor

Global Financial Planning & Analysis Supervisor Resume Examples & Samples

Develop analytical support working with client location FP&A teams and their business partners
Lead reengineering projects to improve productivity, improve controls and quality of key activities
Specific activities include
Ability to partner with senior stakeholders across businesses and geographies

VP Enterprise Planning Financial Planning & Analysis Resume Examples & Samples

10+ years of finance experience in progressively larger roles, including broad management roles
Minimum of 5 years’ experience in broad business management role within the financial services or insurance industries
BS/BA degree in Accounting or Finance. MBA, CPA, and/or CFA encouraged
Broad understanding of reporting for insurance / diversified financial service companies
Ability to manage and develop a large matrix organization working closely with other senior management to build an effective and efficient financial planning organization

Manager Global Financial Planning & Analysis Analytical Centre Resume Examples & Samples

Participate in set-up and build out the center in Costa Rica including recruiting and development of talent
Strong focus on VOE and retention of talent
Work with Regional and Product FP&A teams to identify activities to be migrated to the site and lead migration of roles into the site
Develop highly capable, centralized analytical support organization for Citi Finance and business partners
Work with FP&A GPOs to help drive FP&A transformation agenda
Development of value add business support activities
Create a culture of continuous process improvement
Develop continuity of business capability in support of the Mumbai center
Create a culture of high integrity, ethics and meritocracy
Strong project management skills with ability to drive and lead global projects

Financial Planning Trainee Resume Examples & Samples

Monthly studio timesheet closing tracking and management of TSM (Time Sheet Management) online system
Monthly kit allocation reporting
Support monthly studio department budget follow-up and summary report
Support quarterly and annual studio budget forecast
Support monthly studio project budget reporting
Other ad-hoc tasks from management

Financial Planning & Analysis Associate Resume Examples & Samples

2+ years of Financial Planning and Analysis experience out of the Financial Services industry
Bachelor's Degree in Accounting, Economics, Finance, and/or in a related field
Previous experience with Trend / Variance Analysis
Solid analytical and quantitative skills
Essbase reporting skills

Financial Planning & Analysis Specialist Resume Examples & Samples

Bachelor’s degree in Finance or Accounting with 6 to 8 year experience desired; Top tier schools preferred. Will consider less experience if candidate has strong industry knowledge and / or MBA, CPA or other applicable credentials
Experience in a fast paced financial environment applying analytical and problem solving skills
Ability to interact effectively with executive level management
Highly organized with a meticulous attention to detail
High proficiency in utilizing MS Excel, Hyperion/Essbase, and relational database applications
Strong knowledge of financial planning business processes and budgeting
A team player who is collaborative, strategic and results oriented

Summer Internship Program Financial Planning & Analysis Resume Examples & Samples

Prepares draft reports to fulfill the need for financial follow up, business planning and business control within the organization, with guidance from superiors
Assists the Business Controller by compiling and summarizing competitor information, benchmark data, operational effectiveness, prospected mergers and acquisitions
Conducts a basic analysis of standard business and financial decisions

Mgr, Financial Planning Resume Examples & Samples

Perform CSE forecast by working closely with related function
Perform P/L modeling for SBP (mid-term planning) on various scenarios
Compile UC P/L and Brand Contribution in line with the Company Policies/Procedures and business strategies
Ensure timely submission to Group/Corporate for BP and RE routines
Track volume/mix regularly, analyze variance between estimate and actual results
Assist Financial Planning Director in ad hoc analysis for decision support purpose
Higher financial/business education
At least 5 years of experience of Finance
Excellent financial analysis and Excel skill
Good communication skills in Japanese and English
Self-motivated, capable for working under pressure

Assistant Director of Financial Planning & Analysis Resume Examples & Samples

8+ years of Financial Planning and Analysis experience
Previous experience with Budgeting / Forecasting / Planning and Revenue / Expense / Trend / Variance Analysis
Real Estate knowledge
Supervisory / Management experience

Financial Planning Consultant Resume Examples & Samples

Establish the Financial Planning Consultant as an integral part of the branch network sales force by motivating relationship managers to make referrals
Manages all aspects of the client relationship and portfolio on an ongoing basis to maximize client retention and the growth of assets under management
Full accountability to service the investment needs of high net worth clients in portfolio
Understand the specific needs of clients, including their tolerance for risk and long-term objectives and recommend appropriate asset mix based on client needs
Proactively communicate with clients, managing client meetings, handling enquiries, providing information, and fulfilling client expectations overall and identifying new opportunities to grow assets under management
Monitor customer investment portfolios as required
Determine the amount of customer follow-up by the Financial Planning Consultant with a minimum of one annual review
Review portfolios as requested by the relationship manager
Conduct information sessions/seminars with the CIBC sales force and current/potential customers in order to educate them regarding investment products/services and the role of the Financial Planning Consultant, resulting in increased investment penetration
Keep up-to-date with current events, market information/ trends, products, etc. in order to provide sound investment advice to customers and share information with relationship managers
Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Customer business
Ensure adherence to CIBC’s compliance procedures and standards
Ensure day-to-day activities are compliant with policies, procedures, guidelines and legislative/regulations and escalate potential issues to Regional Director
Maintain appropriate industry registration status

Financial Planning Consultant Resume Examples & Samples

Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Client business
Successful completion of the Canadian Securities Course, and Conduct and Practices Handbook Course
Registered Representative status or MFDA status
Successful completion of the CFP designation within 18 months of hire
Experience in structuring individual, complex retirement and investment solutions for high net worth clients
Understanding of economic and political impact on the business, legislation, competitors, regulators, trends, etc. typically acquired through 7 - 10 years of financial advisory/sales experience with High Net Worth clients
Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group
Well-developed relationship management skills and possess the investment credibility to make persuasive recommendations to a sophisticated, knowledgeable and high net-worth client group to achieve assigned sales and asset under management targets
Well-developed knowledge of investment products (e.g., money market instruments, guaranteed investment certificates, short term and foreign currency deposits, mutual funds, government and corporate bonds, CIBC approved fixed income and asset backed securities, discount brokerage, self-directed RRSPs)
Very strong interactive/presentation skills sufficient to convey both factual and conceptual information/ideas to clients and the CIBC sales force and to establish and maintain good relationships with clients and colleagues
Well-developed influencing skills sufficient to accomplish significant promotion and negotiation on CIBC's behalf and convince others of the preferred client solutions

Manager of Financial Planning Resume Examples & Samples

Minimum of 5 years experience in financial planning and analysis, including budgeting, modeling and forecasting
Experience in analysis of retail sales, consumer marketing, or G&A finance is a plus
Minimum 2 years of management experience
Action oriented individual who can visualize solutions and execute them efficiently and effectively
Personality which thrives in casual, fun, yet demanding work environment
Strong written and verbal communication capabilities with emphasis on communication with senior management
Strong spreadsheet modeling and presentation skills with robust knowledge of MS Excel. PeopleSoft, Hyperion Planning & Essbase and Business Objects knowledge a plus

Supervisor, Financial Planning & Analysis Resume Examples & Samples

Supervise FP&A analysts
Manage the consolidation of Financial actual results and forecasts for all (+/-10) sites. Coordinate reporting and metrics, monitoring performance to targets. Present results to senior levels of management
Coordinate annual strategic planning cycle. Support presentations to senior management
Develop and deploy standard financial reports and variance analysis workpapers
Review P&L and Balance Sheet results. Provide executive summary of financial performance
Understand and communicate working capital performance and impact on cashflow results
Monitor results during monthly closing cycle. Assist the accounting team as necessary to insure a timely and accurate accounting close
Be primary interface with UTC Aerospace Division Finance team
Conduct weekly and monthly Financial Profit Assurance updates by coordinating site results and presenting to senior management
Oversee FP&A monthly and quarterly deliverable schedule. Understand deliverables and provide guidance to sites as needed
Provide analytical support for acquisitions, divestitures or other strategic and operational initiatives
Special projects as required

BB&T Wealth Financial Planning Strategist Resume Examples & Samples

Support in marketing and selling fee-based financial planning services to affluent prospects using established procedures, methods, and practices. Recognize financial planning and product implementation opportunities and communicate them to the client and appropriate WD team members during the planning process
Prioritize and manage workload based on established goals for completion of planning engagements. Communicate status of work by utilizing the WDFP Workflow Report
Attend and participate in WDFP or sales leadership team meetings and conference calls. Share experiences, insight, and thoughts related to WDFP process
Strong understanding of the WDFP process and how it relates to, is implemented, and is explained to the WD service platform, as well as supporting internal documents. Proactively explain WDFP processes, procedures, and products to WD team members
Ensure that the Financial Planning process and workflow are being followed in order to provide the proper advice to HNW planning clients. This includes all necessary internal and client meetings with WD team members and other BB&T IRM partners
Remain knowledgeable and up-to-date on personal financial issues, regulations, investment philosophies, and planning techniques for affluent individuals and families. Then, through designated software, work with your FPA to identify gaps/shortfalls in client’s goals and objectives and provide proper advice and potential solutions
Demonstrate ability to interact and explain complicated financial planning issues as well as creating and delivering planning recommendations with both clients in excess of $10 million net worth and WD team members. Utilizing the Recommendations Letter, communicate appropriate next steps in addressing objectives and concerns from the financial plan
Proactively engage in the growth and development of other analysts and strategist within the WDFP. Offer guidance, suggestions, and constructive feedback regarding interpretation of client documents, software functions, and other components of their role
Maintain organized, efficient client files with minimal excess information; properly dispose of outdated paper-based and electronic-based information
Preserve the confidential nature of our client’s personal financial data and obtain and share this data according to BB&T policies, guidelines, and ethics requirements
Assume additional responsibilities as requested by WDFP management and fully support the efforts and direction of the financial planning leadership in Wealth Division
CFP certification
Strong technical knowledge of issues relating to financial planning (e.g. income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning) for high net worth clients in excess of $10 million
Master’s degree in Business, Financial Services, Accounting, Law, or other related discipline
Experience with group facilitation, presentations and public speaking

Financial Planning Consultant Resume Examples & Samples

Work with customers to analyze and identify their retirement and investment needs using appropriate retirement/investment planning methods/tools. Develop recommendations as to how customer retirement/investment needs can best be met and based on these, close the sale
Analyze customer portfolios and prepare retirement/investment plans
Interview customers to define and analyze their needs and goals, find gaps, discuss solutions, recommend appropriate asset mix and close the sale
Educate customers about their investments and their portfolio
Educate Advisors about the Financial Planning Consultant role
Share results of customer discussions and coordinate the delivery of products/services sold with the relationship manager
Identify "triggers" that would precipitate follow-up
Establish and maintain teamwork with relationship managers within the branch network in order to identify current and potential High Value Customers with investment, business transition and estate planning needs and obtain referrals
Educate relationship managers about the role of the Financial Planning Consultant
Conduct information sessions/seminars with the CIBC sales force and current/potential customers in order to educate them regarding investment products/services, estate and business transition planning as well as the role of the Financial Planning Consultant, resulting in deepened client relationship
Well developed relationship management skills and possess the investment credibility to make persuasive recommendations to a sophisticated, knowledgeable and high net-worth client group to achieve assigned sales and asset under management targets
Strong computer skills sufficient to access customer information and provide retirement and investment advice, Retirement and Investment Planning software
Working knowledge of CIBC operations including the delivery network and other CIBC product groups/subsidiaries sufficient to complete customer transactions and meet their investment needs
Excellent communication skills to resolve conflict; liaise with partners
Well developed writing skills sufficient to prepare proposals and seminar materials
Well developed time management and organization skills sufficient to meet tight deadlines

BB&T Wealth Financial Planning Strategist Resume Examples & Samples

Prioritize and manage workload based on established goals for completion of planning engagements and communicate status of work by using appropriate WDFP systems
Demonstrate initiative by volunteering to lead special projects designed to improve the overall tactical and strategic planning group objectives (i.e. – workflow efficiency, software enhancements, complex planning technique, etc.) and timely report conclusions back to WDFP management
Strong understanding of the WDFP process and how it relates to, is implemented, and is explained to the WD service platform, as well as supporting internal documents. Proactively explain WDFP processes, procedures, and products to Wealth Division team members
Develop specific area of expertise (i.e., asset allocation, insurance, etc.) related to detail and complex financial planning in order to be a resource for other FPS across the footprint. Research details of related planning techniques and products available to WM clients. Communicate findings and update WM Strategists and team members regularly
Where appropriate, begin building working relationships with internal partners and external COE’s (attorneys, accountants, and other advisors) that work with affluent market segment to assure quality administration and increased business opportunity. Represent BB&T in civic, community, government, banking and professional groups
Seven years of professional work experience with demonstrated competency in area(s) of concentration
Four years of experience in financial planning dealing with affluent clients

Financial Planning & Analysis Associate Resume Examples & Samples

Undergraduate Degree in Accounting, Business, Finance, Economics or related field
Previous experience with Budgeting / Forecasting / Planning, Internal Controls, and Cost Accounting
Solid quantitative and qualitative analysis skills
Previous Financial Reporting and Forecasting experience
Advanced Degree and/or a CPA/CFA

IPS Financial Planning Resume Examples & Samples

Prepare for client meetings and attend or review client meetings with the Financial Planner to allow for follow up research and drafting of meeting notes
Assist the Financial Planners in preparing advice and annual financial planning reviews, including conducting research and preparing suitability and review letters
Conduct pension transfer analysis and complete pension consolidation schedules
Prepare new business paperwork and ensure the new business files are complete and compliant; submit these files to the Financial Planning Administrator whilst continuing to track progress and remain the case manager of the new business process
Support Financial Planners with client queries, plan administration such as surrenders of bonds, and liaison with client and providers

IPS Financial Planning Resume Examples & Samples

Oversee the FPAs' general tasks, such as shared inboxes, post, annual invoicing, and carry out monthly risk controls
Annual invoicing
Create and maintain files in accordance with UBS standards and record client details & relevant information accurately in core systems

Private Banking Group Financial Planning & Analysis Resume Examples & Samples

Assist in the production & analysis of monthly financial reporting for MSPBNA including Product Profitability Reporting and peer analysis
Prepare & coordinate the quarterly and multi-year forecasting and planning process including working on the Strategic Plan
Utilize multiple data sources to create metrics reporting, including Balance and Revenue analysis, Expense analysis & Key Risk Indicators
Expand & improve the quality of data in the Analytical Environment - a core Finance deliverable. Leverage this functionality to create new insightful tools and optimize existing reporting and controls
Work with Finance Management on various ad hoc reporting/analysis including MSPBNA profitability, financial modeling, etc
Assist with the review of the monthly close and in preparing for meetings with Regulators
Work on remediation of Internal Audit or Regulatory matters requiring attention
Assist with the annual DFAST filing as well as meeting Firm CCAR deliverables
5-10 years of experience in financial planning & reporting, analytical and financial modeling
Must be able to work with large data sets
A great aptitude for numbers and quick grasp of new reporting applications
Must be extremely proficient with Microsoft Excel and Powerpoint
Must have strong project management skills
Highly organized with excellent attention to detail
Knowledge of Essbase is a plus

Senior Analyst of Financial Planning & Analysis Resume Examples & Samples

Assist in creating complete and accurate period end Management Reporting and Analytics
Assist in the collection, aggregation, and presentation of ad hoc requests supporting Wholesale business initiatives
Assist in the coordination and execution of Forecast and Budget submissions, driving towards consistency and timeliness across businesses
Help to coordinate efforts across departments in creating consistency in financial data & improved data visibility / granularity
Assist in creating any additional deliverables or ad hoc analyses as appropriate and ensure completeness and quality
Perform monthly expense analysis for Wholesale in aggregate detailing key drivers
Identify ways to streamline existing processes
Continuously strive to improve processes within finance team and drive team to improve efficiency and consistency among divisional Finance teams
Experience with SAP and SAP Reporting a plus
An understanding and familiarity with Hyperion Planning & Essbase as a planning and reporting tool a plus
High level proficiency in Microsoft Excel, Microsoft Word and Microsoft PowerPoint
Bachelors Degree in Accounting and/or Finance – CPA and/or MBA a plus

Treasury & Trade Solutions Financial Planning & Analysis Analyst Resume Examples & Samples

Track Treasury and Trade Solutions CCAR timelines, calendars, actions, and issues
Communicate calendar and action items to all stakeholders, including business, regional finance, and product finance representatives. Ensure efficient distribution of all communications provided by central teams
Engage Treasury and Trade Solutions business representatives, year-round, on CCAR Fee Revenue modeling, model output review, and management adjustment
Document all aspects of business engagement and modeling, including all meetings with business representatives and multiple sets of model and adjustment documents – model documentation, non-model documentation, and adjustment documentation
Coordinate Treasury and Trade Solutions Fee Revenue models for CCAR. This includes gathering required data history and working with product finance and business teams to identify the best macroeconomic indicators and modeling approaches. Generally the business teams have the product expertise and the Mumbai CCAR team has the modeling expertise, our team is expected to be familiar enough with both sides to facilitate good modeling
Ensure developed models and financial data are properly reflected in the consolidating systems
Maintain agreed upon management adjustments to Fee Revenue and Off-balance sheet model outputs within consolidating systems
Aggregate financial data for all scenarios and build presentations. Presentations support several modeling reviews, model output and management adjustment review, and business acceptance reviews
Work with the central Documentation Team to achieve the most reasonable standards to apply to documentation and measurement of management adjustments
Troubleshoot system data flow issues on behalf of TTS: Data allowed on Inactive GOCs, mappings used to transfer data to other systems, systems reconciliations including data sent by segment, region, line item, etc
Monitor system results through all scenarios for all regions and products. This includes communicating expected level of detail and centrally forecasted items, producing recurring reports that outline detailed results, and highlighting issues that require attention
Bachelor’s degree plus 5 years of Financial Services or other relevant work experience
Prior exposure to: CCAR, Regression Analysis, or Cash Management & Trade Finance products
Ability to manage multiple deliverables and work independently
Proficient in Microsoft Excel, Microsoft PowerPoint, and financial data systems

Financial Planning Consultant Resume Examples & Samples

Keep up-to-date with current events, market information/trends, products etc. to provide sound investment advice to clients, and share information with relationship managers
Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
Successful completion of the Certified Financial Planner designation (CFP) within 18 months of hire

Financial Planning & Analysis Specialist Resume Examples & Samples

University degree in finance, accounting or business administration
5-8 years’ experience as business/financial controller, project accounting or from management consultancy
Broad financial knowledge including understanding expenses, revenue, cost and cash flow effects of different activities
Understanding of accounting and knowledge in common controlling methods and models
Good knowledge in Microsoft Excel, Essbase and Hyperion or other IT tools to perform Business and Financial Control
Excellent language skills in written and spoken English
Experience from the financial sector or IT sector is looked upon as a merit

Financial Planning & Analysis Specialist Resume Examples & Samples

Supporting the technology management with financial planning and control in order to contribute to a high performance within the organization; budgeting, forecasting, month end close, etc
Providing decision makers with adequate and timely financial and non-financial information
Managing the forecasting process for organizational units within technology to contribute to a better business awareness and resource planning
Contributing to improve routines within the financial and controlling area, not only within the own Business Area but as part of NASDAQ
Supporting the technology organization with training/best practices how to make decisions from the financial and controlling area
Initiating cost saving activities
Minimizing the number of substantial internal and external audit issues
Code invoices and create purchase orders for purchases related to the technology organization that is being supported

IPS Financial Planning Resume Examples & Samples

Provide holistic financial planning advice to UBS WM UK clients, in particular Leeds/Manchester, with a high level of technical expertise and client service
Build strong relationships with the UBS client advisor population to continue and develop the penetration of financial planning products and services
Attend client meetings alongside the UBS client advisors; prepare meeting notes and follow ups
In conjunction with your Paraplanner, prepare recommendation letters for clients and ensure underlying research is correct and documented

Financial Planning Product Specialist Resume Examples & Samples

Have expert knowledge on the full set of the financial planning tools
2+ years of financial services experience or related industry preferred
Works efficiently under pressure
Experience with Trusts, Estate Planning, or Insurance Planning preferred

Analyst Global Financial Planning & Analysis Analytical Center Resume Examples & Samples

Post graduate degree in Accounting or Finance with at least 2-3 years of FP&A experience is desiarable
Experience of Financial Services is essential
Experience with variance explanation & analysis is essential
Experience with Expense Management is desirable
Proficiency in Microsoft Excel and Powerpoint skills

VP-global Equities Financial Planning Resume Examples & Samples

Lead the team responsible for front office reporting for Global Equitie
Provide the Front Office with accurate financial information to assist in their daily/monthly/quarterly management of their business
Preparation of consolidated financial analysis for Finance & Front Office Senior Management
Ensure the members of the Global Equities Planning & Controls team are trained on and fully understand control procedures & reporting requirements
Point person for all matters related to revenue reporting for Global Equities
Main liaison between the Americas front office COO team & Equities Product Control
Maintain & improve control framework and governance for revenue items
Team lead for all front office reporting responsibilities
Coach junior staff in understanding roles & responsibilities of the wider team
Manage an offshore team which is responsible for daily/weekly front office reporting
Challenge existing processes and approaches ensuring best practice across finance
Oversee the production of the Global Equities Monthly Executive Committee presentation
Track Global Equities top line results against competitors on a quarterly basis
Accurately report and explain income and KRI metrics to traders, trading management and senior finance management
Oversee the month end processes for all of US Equities product control including monthly and quarterly financial disclosures, in particular IFRS reporting
Daily/weekly/monthly commentary & dashboard preparation
Involved in P&L Explain attribution reporting & oversight
Work with Sales Finance, Financial Control and Cost Decision Support teams to provide in-depth analytics to the front office & senior management
Oversee the daily p&l process for Americas Equities Management
Monitor & report monthly trader profitability for Americas desks
Field adhoc requests
Bachelors Degree in Finance or accounting
5+ years of Management Reporting and/or Financial Planning & Analysis experience
3yrs experience of prior product control experience with month end close process
Prior knowledge of the Equities Business
Strong Project Management Track record
CPA or CFA
Prior Product Control related experience
Undergraduate or post Graduate degree with concentration in Finance & Accounting
Prior success in managing teams
Strong Leadership skills
Able to manage an offshore production team
Excellent presentation skills and ability to manage and analyze broad data set
Able to meet deadlines in a very fast-paced environment
Extreme attention to detail with the ability to think strategically and to see the larger picture
Able to effectively interact independently with Directors & Managing Directors in both front & back office
Strives to provide top quality service to clients
Able to communicate in a clear & concise manner
Proficient in MS Excel including vlookup, pivot tables and formulas
Proficient in MS PowerPoint
Use of Excel macros and Access databases to build reporting and analysis tools
Strong knowledge of accounting and finance concepts

VP-global Equities Financial Planning Resume Examples & Samples

6+ years of Management Reporting and/or Financial Planning & Analysis experience
Able to communicate in a clear and concise manner
Proficient in MS Excel, including vlookup, pivot tables and formulas
Prior experience with Equities

IBM Analytics Financial Planning & Analysis Techsales Professional Resume Examples & Samples

Master's Degree
At least 5 years experience in FP&A (Financial Planning & Analysis)- must be a SME (Subject Matter Expert)
At least 5 years experience in Presales/ implementation skill

Financial Planning & Analysis Head Resume Examples & Samples

Production of country financial performance reports and provide meaningful commentary to clearly summarize financial trends
Produce and analyze the annual budget, mid-year reforecasts, and bi-monthly outlooks in partnership with businesses, Global Functions and O&T
Preparation of analytics in support of CFO, CCO and Business Heads reviews
Develop key metrics to highlight opportunities to improve business profitability and performance
Develop strong relationships with key partners and senior management
Ad hoc preparation of presentations for the team supporting the CCO and Business Heads
Ad hoc analytical support, including issue investigation
Proven track record with 3-5+ years of relevant work experience in financial services
Excellent analytical skills, with an ability to deliver insight and conclusions in a concise and logical manner to team leaders
Team player, with the ability to develop strong relationships with numerous partners
Ability to multitask, work under pressure in a fast paced environment, and be flexible
Fluent in English and Spanish

Financial Planning Junior Analyst Resume Examples & Samples

Manage of reporting in financial and consolidation information systems, depending on the activity timing: running specific procedures, sending and checking data, identifying anomalies, tracking corrections according to the assigned area
Participate in the reporting process within the group (actual and forecast)
Perform analysis to support decision making
Functional administration of the Group financial applications
Review and update documentation and internal procedures
Support for the group subsidiaries in reporting processes (send data in the applications, perform checks, communicate guidelines and calendar)
Bachelor’s degree in economic studies
Minimum 1 year experience in the field
Finance and accounting knowledge
MS Office proficiency: Excel, Word, Outlook, PowerPoint
Fluency in English; French would be a plus
Essbase and HFM systems knowledge is a plus
Working knowledge of consolidation and financial information systems
Reliable, dynamic and motivated person
Proactive in learning new things
Ability to investigate anomalies
Organized and attentive to details

Manager GWM Financial Planning & Analysis Resume Examples & Samples

Ownership of timely collection of financial and non-financial data from business and support groups
Consolidation of business line forecast in Base Level Earnings tool
Ensure accuracy and completeness of quarterly update and full year forecast
Advanced knowledge of financial accounting (including consolidations) and generally accepted accounting principles
Advance knowledge of business related computer software specifically Excel, PowerPoint and Word
Ability to identify issues and recommend viable solutions
Accounting related experience and advanced analytical skills
In depth knowledge of the securities and financial services industry

Manager of Financial Planning Resume Examples & Samples

Manage Operating Review process, review and analyze weekly OR package, anticipate questions management will ask and be prepared with answers
Manage corporate expense planning cycle – target setting, preparing meeting documents, preparing roll up schedules and analysis for senior management, assist budget managers
Manage corporate allocation process and identify year over year changes. Oversee weekly corporate expense process
Timely and accurate forecasts, maintain SOX compliant files
Partner with HR to ensure accuracy in all reporting, and forecast corporate annual and long term bonuses
Manage 562 and 610 meeting process, manage creation of 562/610 reports, host 562 meeting, oversee annual 562 budgeting cycle
Responsible for Balance Sheet plan, ROIC plan and 14E payroll files
Drive Operating and Corporate expense savings vs. budget
Bachelor’s degree in accounting or finance
Experience in multi-national / multi-currency
Working understanding of US GAAP and SEC requirements
Strong in Excel, as well as prior experience with using financial consolidation tools preferred
Strong organizational, analytical, and time management skills
Demonstrated experience working independently as well as in a team environment
Must be an innovative team player that challenges current processes

Financial Planning Expert Resume Examples & Samples

Excellent interpersonal and telephone skills
Relationship/consultative sales skills
Able to establish rapport and credibility quickly with an audience
Able to think strategically and resolve problems and detail oriented
Proactive; presents solutions not problems
Works well in a team environment, but still able to work autonomously
Disciplined, organized approach and able to Multi-Task
Bilingual (French/English) would be an asset

Financial Planning & Operations Manager Resume Examples & Samples

Partner with various operations teams (biz dev, logistics, supply chain, etc.) and product teams (Hardware, etc.) to provide decision support
Heavy focus on unit economics and pricing for various product launches
Compile and deliver presentations to Oculus leadership on a variety of topics
Lead multiple planning cycles in order to deliver an accurate forecast and budget
Create strong business partnerships with leaders of all levels and functions across Oculus VR

CTI Financial Planning & Analysis Resume Examples & Samples

Analyze business operations and identify expense drivers
Synthesize quantitative and qualitative data to draw logical conclusions
Build strong working relationships
Quickly adapt to and learn new processes and business tools

Financial Planning & Analysis Internship Resume Examples & Samples

Support the preparation of forecasts, annual operating plans and five - year plans
Assist managers and analysts with ad hoc projects / assignments
Develop client specific reports for groups supported
Support continuous improvement in the FP&A processes, leveraging the FP&A and Shared Services Teams
Organizational skills and attention to detail are critical

Converse Distribution Center Financial Planning Manager Resume Examples & Samples

Creates business plans, budget, performance targets, and policies. Represents respective area of the business on functional leadership team
Manages the preparation of timely and insightful financial analysis of pertinent information to determine progress against strategic plan, budget, forecast, and to ensure integrity of the financial statements
Actively interprets and reviews financial results, including trends/issues and opportunities, to drive actionable responses
Ensures executive management is educated on use and interpretation of financial reports and metrics
Manages financial analysis which aids in the decision making process and creates increased profitability and cash flow for NIKE
Identifies opportunities for profitability enhancement and then executes initiatives to achieve results
Develops presentation content to drive appropriate financial messages in support of Investor Relations and CFO to achieve consistency in internal and external financial assessments
Drives and monitors that working capital is efficiently and effectively being used (inventory and AR focus)
Drives improvement in metrics focused on P&L, balance sheet, and free cash flow (such as CACC, ROIC)
Works with teams to establish key measures for business strategies that are consistent with NIKE's long-term financial principles
Oversees the development of budgets, action plans, and targets across NIKE fields of play assuring delivery of NIKE, Inc. financial objectives, consistent with the Strategic Plan
661297

Specialist, Financial Planning & Analysis Resume Examples & Samples

Cost Analysis
Standard Cost Reporting
Work with Customers (Internal – Business Units) and external (US Govt)

Financial Planning Consultant Resume Examples & Samples

Extensive knowledge of the investment industry; experience in structuring individual, complex investment solutions for high net worth clients
Understanding of economic and political impact on the business - the legislation, competitors, regulators,trends etc typically acquired through 7 - 10 years of financial advisory/sales experience with High Net Worth clients
French fluency is considered an asset
Must have developed investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group
Developed relationship management skills and possess the investment credibility to make persuasive recommendations to a sophisticated, knowledgeable and high net-worth client group to achieve assigned sales and asset under management targets
Canadian Securities Course (CSC) and Canadian Practices Handbook (CPH) are required
Successful completion of the CFP program within 18 months of hire
Well developed knowledge of investment products (e.g., money market instruments, guaranteed investment certificates, short term and foreign currency deposits, mutual funds, government and corporate bonds, CIBC approved fixed income and asset backed securities, discount brokerage, self-directed RRSPs)
Working knowledge of PC software applications sufficient to access customer information and provide investment advice (e.g. Investment Planning software, WordPerfect, Excel)
Detailed working knowledge of the investment industry and products
Well-developed interactive/presentation skills sufficient to convey both factual and conceptual information/ideas to clients and the CIBC sales force and to establish and maintain good relationships with customers and colleagues
Well-developed influential skills sufficient to accomplish significant promotion and negotiation on CIBC's behalf and convince others of the preferred options or alternatives
Developed writing skills sufficient to prepare proposals and seminar materials
Developed time management and organization skills sufficient to meet tight deadlines
A working knowledge of French would be of added value

Financial Planning & Analysis Specialist Resume Examples & Samples

Prepare Financial and Cost Analyses for requests that can be ambiguous
Support the annual budget process
Provide input on strategic initiatives and recommend alternative proposal options to improve financial returns
Maintain financial models, templates, and databases to support financial analysis requirements
Prepare financials supporting capital and other types of projects
Prepare various ad hoc reports and analyses as requested
Assist in preparation of costs and revenue forecasts on a monthly basis
Participate in continuous improvement and/or training activities

Internships Western Europe Financial Planning & Analysis Resume Examples & Samples

Brand Financial Planning & Analysis
General Financial Planning & Analysis
Consumder Direct Financial Planning & Analysis
Work on ad-hoc requests
Work on own projects
Cross functional work with other teams

Intern, Financial Planning & Analysis Resume Examples & Samples

Produce monthly management financial reports
Support planning and monthly forecasting processes
Provide analytical support to internal clients
Support product and other key metrics reporting
Financial variance analysis and ad hoc projects

Senior Manager Brand Financial Planning & Analysis Resume Examples & Samples

Partner with adidas & Reebok Brand Activation Directors and their direct reports to manage Long Term Marketing Planning (IBP, MWB, Go In Margin, Capex)
Steer the IBP Planning Process for Central Europe
Set up standard margin forecast including simulation of orderbook margin
Forecast & manage MWB (Brand, Trade and Sports Marketing incl Sell Out Support)
Develop and implement adequate communication packages to present derived results, recommendations and solutions
Develop Business Analysis & Business Plan thinking for the Marketing Organisation
Identify or analyze proposed business opportunities, projects and other pending decisions for Brand and Marketing activation to determine impact on company’s financial results and to identify ways to improve the economics for the Company and prepare post mortems on outcomes
Provide Senior and Group Management with correct, timely and in-depth financial analysis and other ad-hoc reporting
Provide financial guidance to business partners to assist in making business decisions and achieve sustainable growth, profitability and targets
Develop and implement creative process improvements and best known practices while simplifying current financial management processes & analytical tools with focus on cross-functional efficiency
Participate in cross functional projects as required
Manage and develop a team of experts
Excellent communication skills for influencing others
Comprehensive understanding of brand structure and processes
Strong result- and customer orientation
Comprehensive understanding of system landscape SAP (CO, BI)
University degree in Business Administration / Finance / Controlling
Functional: 5-10 years professional experience
Broad and deep knowledge in Marketing or brand driven environment
Leadership: 1-2 years leadership of experts

VP, Global Financial Planning & Analysis Resume Examples & Samples

Lead the financial planning and analysis team to high performance in a dynamic and demanding business environment
Work closely with the Global CFO, Regional and Operational CFO’s in all Global FP&A functions (45+ territories)
Oversee Sony Music’s monthly forecast, the annual business plan and the 3 Yr strategic mid-range plan
Responsible for the preparation, analysis and reporting of monthly, quarterly, and annual budgeting/forecasting process. This includes interpretations of actual performance versus plan/forecast and reporting to parent company
Develop and maintain strong working relationships with US and International business unit Finance Heads and personnel
Be creative and innovative in sourcing and analyzing data; able to effectively synthesize and summarize detailed financial data to create meaningful, high-level, result-oriented analysis
Develop detailed budget and forecast models to drive high quality decision-making, analyze the company, and closely monitor business performance
Provides standard and ad hoc analysis; look for new ways to analyze the business and drive productivity
Prepare analysis, commentary and presentation material for monthly, quarterly and annual financial review meetings, this include the Mid Range Planning and Business Plan presentation materials. Direct other ad hoc financial presentations and analysis
Track global music industry market movement and market share and act as a key liaison with the music industry body, IFPI
Participate in due diligence and review of potential investments
Well rounded financial leader with the ability to go beyond the numbers, discern trends and consider the broad business implications in helping identify opportunities and improve performance
Ability to translate assumptions and strategy of annual budget and longer term mid range plan to global consolidated financial outlook
Effective communicator with ability to be persuasive and influence executive management
Team leader, mentor and coach; responsibility to manage deliverables on tight deadlines
Strong quantitative and analytical skills for creating insightful, actionable reporting and measurement systems
Ability to multi-task under pressure and in a fast-paced environment with fluctuating priorities and deadlines
Process oriented approach and focused attention to detail with high standards for quality and accuracy in his/her work product
High level of proficiency in the use of Microsoft products including Excel, Word, and Powerpoint
Self-starting collaborator with a strong work ethic
A minimum of ten years experience in similar role (FP&A preferred)
Proven leadership skills in managing and developing a team
Proven ability to effectively interact with senior management in a dynamic environment
Bachelor’s degree in Accounting or Finance; Master’s degree preferred
Proficiency in financial systems (Hyperion or SAP BPC preferred)
High level of proficiency in Microsoft suite; focus on Excel, PowerPoint and Word

Financial Planning & Forecasting Systems Analyst Resume Examples & Samples

Develops and maintains accurate financial reports to meet client needs
Implements and coordinates organizational/tree/outline maintenance that impacts reporting. Implements process and report automation using systems capabilities
Conducts and contributes to client financial forecasting and planning projects and recommends business process improvement efforts
Plans and conducts training sessions for users
Communicates with colleagues and peers regarding new technologies that could effect, improve or benefit clients of the firm
Documents procedures, reports, and operations
Strong background with financial report systems and data flows preferred
Experience with Microsoft SQL, Visio and SharePoint preferred
Strong interpersonal skills. Able to work effectively with people and in teams
Demonstrated superior level of client service
Ability to travel up to 50%

Gf-cards Financial Planning & Analysis Resume Examples & Samples

Drive performance assessment of the Credit Cards and Personal Lending business in Asia, providing insight into the performance and drivers of the business through financial analysis and leading financial metrics
Provide insight into areas of underperformance and proposed corrective actions
Lead Finance Officer representing Finance in senior Cards business committees
Drive strategic exercises for Cards businesses in Asia working closing with country CCO’s and CFO’s, including annual budgets and 3 and 5 year strategic plans
Participate in reviews with the Citigroup CFO and Corporate team
Participate in periodic reviews with US Federal Reserve, SEC and OCC
Prepare and participate in conversations with NY in quarterly ‘Earnings’ calls with Citigroup CFO and Investor Relations
Lead country Asia Cards business reviews with product and country management
Lead Asia Cards and Loans FP&A team
Drive FP&A reengineering efforts in partnership with the GCB regional FP&A team
Oversee preparation of strategic plans for Cards and Loans (annual budget exercise, quarterly forecast, 3 year strategic plans etc.)
Partner Asia Controllers to ensure completeness and accuracy of Cards and Loans P&L
Play key interface role with other functional areas
Develop pipeline of Finance talent through management and coaching of immediate team as well as resources partnered in the markets
Development Value
GCB P&A team acts as a strategic partner across the GCB businesses (product and country business lines). Professionals within the division work closely with the management teams of Citigroup's many departments, adding value to the global GCB business through strategic analysis and hands-on participation in financial planning and control
Opportunity to join one of the leading financial Institutions in the world which prides itself on people development and mobility
The role provides the opportunity to interact with executive leadership both internal and external to the financial organization
The role will require a close working relationship with GCB Business Executive
Role of team leader with allow the individual to develop strong people management skills
Significant interface with other areas of P&A and more broadly with other functions within the Finance division will enhance network
Exposure to senior levels of management in Asia
Exposure to senior levels of Finance Leaders in New York
Partner the business in leading the reengineering efforts in the region
Close working partnership with GCB businesses and country heads will strengthen business knowledge and experience
Significant scope for improving FP&A process and practice (as part of Global FP&A transformation efforts)
Breadth of role will provide significant business and personal development opportunities
Excellent working knowledge of the Credit Cards and unsecured lending business
Broad experience of working within Finance in a highly matrixed global Financial Services firm
Highly articulate in verbal presentations as well as written communications
Strong communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior-level executives
A leader who will implement initiatives effectively and motivate others to carry out their work
Ability to multi-task effectively and efficiently
Familiarity with Financial Services Industry and/or related business products would be desirable but not essential

Csis Global Financial Planning & Analysis Program Manager Resume Examples & Samples

8+ years of demonstrated financial planning and analysis experience
8+ years of experience in managing a program or a multicultural team
Demonstrated ability to analyze, evaluate and interpret complex data with a strong understanding and application of analytical techniques, including predictive modeling experience
Education: Bachelor's Degree, (area of emphasis - Accounting, Finance, or Business Administration); Master’s degree or specialization (certifications) preferred
Advanced expertise in Microsoft Office products - Word, Excel, Access, Outlook, PowerPoint, & SharePoint – demonstrated creativity in use of these products to solve analytical problems
Established project management skills. Ability to coordinate several projects simultaneously and executes daily duties with minimal supervision
Demonstrated self-starter and resourceful individual, with experience of operating in fast paced and dynamic operational settings
Excellent communication, negotiation and presentation skills. Ability to effectively communicate, both orally and in writing, through all levels of the organization

NAB Financial Planning Resume Examples & Samples

Associate Financial Planning
Paraplanning
CFP preferred or ability to progress to CFP pathway

Mod Centers & Operations Financial Planning & Analysis Senior Analyst Resume Examples & Samples

Strong focus on utilizing Business Warehouse tools to improve and streamline business processes across both shops / Global Supply Chain
Training new MC&O associates on using Business Warehouse and how to leverage the tool
Working in conjunction with our BW Finance manager to drive longer-timer business solutions utilizing our suite of reporting
Support various ad hoc financial analysis requests from senior management

Gf-ccar Financial Planning & Analysis Resume Examples & Samples

Form part of the Asia center of excellence for CCAR/ RUBY, working closely with business partners in Risk, Treasury, Controller and Data Management organizations to provide training in the use of Ruby, help the various teams configure their forecast setup and assumptions in Ruby and help the various teams ensure straight through data feeds into Ruby; this role will also focus on executing enhancements to RUBY to ensure that it is best in class
Leading Asia’s RUBY data accuracy program for FP&A, working closely with the ALM group in New York Treasury with a focus on the Asia region, as well as the cross-regional coordination
Help coordinate the Asia annual planning process, working with country FP&A teams and stakeholders across business and regional products; review output of planning models and ensure high quality documentation
Working with the PPNR Coordination group in Corporate FP&A and the central CCAR coordination team on ensuring that CCAR requirements and policies translate into Ruby system requirements and actions, and helping Asia regional FP&A design a process to efficiently execute the required actions
The candidate may also from time to time get involved in various ad hoc scenario analysis carried out in Ruby at the request of the CFOs

Dir., Merchandise Financial Planning Resume Examples & Samples

Manages the development and implementation of the financial planning process within the Merchandise division
Responsible for the development, implementation and oversight of the order approval and open to buy process relating to sales and inventory of the retail merchandise categories
Works with the Vice President Merchandising Support and the Director; Business Insights to maintain the integrity of the merchandise financial planning systems. Researches and identifies opportunities for enhancements
Works with the Director of Business Insights to develop analytical tools to assist in identifying and managing business trends and needs
Responsible for supervision and training of staff, Senior Financial Planners and Financial Planners. Schedules work; prepares performance reviews; selects, approves, and/or recommends associate hiring/promotions and other personnel actions for associates in the Merchandise Planning and Analysis section
Works under the supervision of the VP of Merchandising Support who establishes deadlines and indicates scope of responsibility. Incumbent receives minimum supervision and carries out mission with a high degree of independence and exercises initiative and judgment in resolving problems and executing assignments. Carries out duties in accordance with established methods, procedures and guidelines

Gf-financial Planning & Analysis Expense Analyst Resume Examples & Samples

Part of the franchise FP&A team focused on expense analysis and management
Assess and drive expense management with businesses in Singapore through leading management information, analytics and metrics
Drive strategic initiatives to improve business performance and enhanced productivity
Be the ‘trusted advisor’ to the Singapore FP&A Seniors and Businesses and drive business dialogue at all levels of the organization to support achieving business and financial goals
Collaborate with and develop Mumbai FP&A CoE Support
Drive the business
Drive performance assessment of the businesses in Singapore, providing insight into the performance and drivers of the business through financial analysis and leading financial metrics
Drive strategic exercises for businesses working closing with business managers including annual budgets and 3 & 5 year strategic plans
Participate in reviews with the CBM and regional stakeholders
Improve controls/simplify processes
Partner with controllers to ensure completeness and accuracy of P&L and data quality
Strong leadership skills and ability to work with the influence cross-functional teams
Strong communications skills (written, verbal and interpersonal) including tact, diplomacy and ability to influence senior level executives
Demonstrated strength in detailed financial analysis
Excellent MS Office skills including Excel, PowerPoint and Project
Self starter who takes the initiative to create and deliver enhancements
Integrity, maturity, dependability and a positive professional attitude

Financial Planning & Analysis Specialist Resume Examples & Samples

Evaluating current GTF contracts that have not been integrated into the Engine Services finance and accounting systems and analyzing the changes since the cost sheet for incorporation into these systems
Analyzing GTF aftermarket accounting decisions such as warranty and LLP incorporation and the associated impact on life of plan financials for various GTF contracts
Evaluating unique modeling requirements of GTF contracts and work with the finance and accounting team to develop solutions for incorporation
Perform Estimate at Completion (EAC) analysis on GTF and Legacy (as required)V2500/PW4000 contracts and present to Senior Management
Coordinate all MML and OMM planning activities, particularly for the GTF contracts to ensure long range plans are accurate as it relates to specific GTF contract and accounting policies
Update Senior Management on a regular basis on the progress of GTF contract incorporation into the finance process including relevant changes from initial cost sheet assumptions

SVP, Financial Planning & Analysis Resume Examples & Samples

Lead the identification of cost control strategies and annual business planning processes by ensuring that financial plans support business strategies to enable effective budget and financial management
Partner closely with all business groups to understand and develop operational metrics and business tools to identify, track and forecast primary drivers that impact results
Drive the development, refinement and implementation of financial plans that will deliver optimal results by establishing a culture of continuous process improvement
Provide long-range financial forecasts
Oversee the Corporate deals and business analysis process to provide leadership key analyses and metrics to lead the organization and ensure timely and accurate delivery of all requests.Responsibility includes delivering meaningful analysis and commentary to Sr. Leaders
Develop a culture of continuous process improvement to standardize, consolidate and simplify processes, collaborating with business leaders and communicating business impact to leverage synergy, mitigate risk and ensure competitive advantage of the organization
Drive a performance management culture by mobilizing and developing individuals at all levels, encouraging cross-team collaboration and leading department to achieve positive results for the organization
15+ years of experience in finance/accounting

Financial Planning & Analysis Asst Mgr-san Ramon Resume Examples & Samples

Assists with the integration of acquired entities into the unit profitability reporting and budgeting processes
Complete knowledge of financial analysis and principles of economics of financial and cost accounting. Working knowledge of funds transfer pricing principles
Complete knowledge of financial institution balance sheet, profit and loss and analysis techniques
Compile Statistics
Demonstrated management

Financial Planning Consultant Resume Examples & Samples

Work with clients to analyze and identify their retirement and investment needs using appropriate retirement/investment planning methods/tools. Develop recommendations as to how retirement/investment needs can best be met and based on these, close the sale
Interview clients to define and analyze their needs and goals, identify gaps, discuss solutions, recommend appropriate asset mix and close the sale
Analyze client portfolios and prepare retirement/investment plans - educate clients about their investments and their portfolio
Share results of client discussions and coordinate the delivery of products/services sold with the relationship manager
Educate Advisors and relationship managers about the role of the Financial Planning Consultant - establish your role as an integral part of the branch network sales force by motivating relationship managers to make referrals
Remain up-to-date with current events, market information/ trends, products, etc. in order to provide sound investment advice to customers and share information with relationship managers
Fluency in English and Mandarin (verbal and written) in required
Successful completion of the IQPF designation (Quebec only)
7 - 10 years of financial advisory/sales experience with High Net Worth clients structuring complex individual and corporate retirement and investment solutions for high net worth clients
Understanding of economic and political impact on the business, legislation, competitors, regulators, trends, etc
Influencing skills sufficient to accomplish significant promotion and negotiation on CIBC's behalf and convince others of the preferred client solutions

Financial Planning & Analysis Specialist Resume Examples & Samples

Coordinate and prepare all financial forecasts and OMM presentations for the Engine Alliance and Pratt & Whitney
Manage and coordinate the reporting, valuation and movement of Company inventory across joint venture members as well as third party suppliers
Provide timely support and approvals on time sensitive operational request for inventory and services requests
Coordinate and assist in the preparation and review of long term agreements and supplier contracts for key aftermarket operations
Work closely with operations team to ensure ongoing transactions are in line with accounting and financial reporting requirements
Create and maintain a comprehensive set of policies and procedures to cover aftermarket operations, financial & accounting processes and internal controls
Assist with monthly closing processes, which includes journal entry and account reconciliation reviews
Assist with the coordination, planning and execution of external and internal audits reviews

Financial Planning & Analysis Internship Resume Examples & Samples

Familiar with Microsoft Office - Outlook, Word and Excel
Currently be enrolled in an accredited college or university and taking at least one class -OR- be a recent graduate of an accredited college or university within the last six (6) months -OR- be currently participating in the Disney College program, Disney Culinary Program or Disney Professional Internship Program in order to qualify for this internship
Pursuing a degree in Finance, Accounting, or a closely related field

Specialist, Financial Planning & Analysis Resume Examples & Samples

Month end closing, including intercompany billings for Supply Chain and Regional Office
Monthly account reconciliations
Assist with audit requests, SOX, and ad hoc reports
Reviewing monthly OH budget expenses to ensure proper accounting and adherence to budget for Central and Supply Chain/Regional Office
Prepare monthly forecast and load to HFM
Monthly headcount analysis
Prepare annual and five-year financial business plan
Communicate on a regular basis with Operations leadership and support functions, and provide finance support as needed
Support the continued implementation of the ACE operating system
Support SAP go-live in January 2016

Financial Planning & Analysis Senior Associate Resume Examples & Samples

Coordinate the execution of the monthly reporting process, quarterly forecast and annual planning processes, ensuring due dates are achieved and key deliverables are submitted
Formalize the monthly reporting process, quarterly forecast and annual planning process through the development of a centralized calendar of events and milestones, policies and procedures, and the implementation of planning and forecasting instructions
Manage a standardized reporting process and prepare periodic analysis of business unit specific results
Prepare documentation for internal audit purposes and reconcile Management Reporting results to GAAP financial results
Undergraduate degree in Accounting or Finance. CPA or MBA preferred
Financial Services industry experience preferred
Highly proficient in Microsoft Excel. Proficient in Access, Word and PowerPoint
Comfort level and demonstrated ability to work independently
Able to function well in a growth-environment and dynamic culture
Must successfully pass a background check

Ca.finance.financial Planning & Analysis.multi Resume Examples & Samples

Support monthly close and lead monthly estimate generation
Lead annual planning cycle
P&L management and budget control
Door Segmentation and P&L analyses
A&P marketing deck investment allocation strategies
Profitability assessments, performance scorecards & exception reporting
Capital investment strategies
Prepare and analyze Retailer, Door P&L and account/door segmentations and analyses, issuing scorecards and exception reporting to brand and Field teams to monitor performance and drive improved investment decisions
Partner with the brand manager to deliver improvements in profit and ROI through more focused resource allocation strategies. Provide ongoing education and feedback to brand partners on allocation options and the profitability thereof
Partner with Brand teams to drive profit and ROI improvements by defining door distribution assignments and allocation rules for priority programs and supporting elements. Ensure products and investments are assigned to the appropriate distribution to yield the highest return, Top Malls / Area of Influence/ Doors are favored and that investments in low volume launches and / or under-performing channels, accounts and doors have been right-sized
Evaluate performance post-launch, sharing results and incorporating learnings into future investment and allocation decisions
Develop annual marketing deck
Weekly updates to the marketing deck from U.S. grids
Build and update monthly the non-saleable marketing grid to ensure completeness and accuracy
Manage and maintain Brand’s Co-op Advertising in the Passport system
Track capital investment strategies and choices, including plans by retailer and door, ensuring capital projects meet ROI thresholds and align with the overall budget and strategy
Undergraduate degree in finance/accounting
5+ years of experience in finance, accounting or analysis or management consultancy required
Demonstrated ability to synthesize large amounts of data into meaningful reports
Ability to collaborate and drive cross-functional consensus and strong communication and presentation skills necessary
Excellent quantitative and analytical skills and strong knowledge in Excel/SAP-CPM-BI/database skills necessary
Ability to work under pressure, to multitask, to work independently and to manage one’s own work streams required
Proactive individual looking to take on additional responsibility and improve processes and procedures through innovation and creativity

Financial Planning & Analisis Resume Examples & Samples

Lead the consolidation and analysis of the 10 year financial strategic plan across the reporting units
Take responsibility for the capital expenditure application process and the preparation and analysis of the relevant business cases
Develop and embed standard work instructions for grant applications, claims and audits
Develop and embed appropriate KPI's to provide appropriate measures for best practice and project execution

Financial Planning & Analysis Senior Resume Examples & Samples

Analyze and consolidate the budget data and validate the data for its reasonability
Develop financial models/scenarios and ad hoc financial analyses to support management in their decision making in a timely manner
Service internal customers in marketing, sales and overheads cost centers during the preparation of their budgets to ensure timely submission of budget data, as well as in the monitoring/analysis of their respective budget
Analyze and monitor actual financial data and activities in comparison to the budget assumptions to ensure the reasonability of budget data and identify any saving/resource allocation opportunity to optimize the budget utilization
Prepare all volume/financial management reporting and analysis in line with reporting requirements during budget cycles/updates and month-end closing
Degree in Finance, Accounting, Business Administration or equivalent
2-3 year working experience in internal/external audit or equivalent
Microsoft office programs (Word, Excel, Outlook)
Certified Public Accountant qualification (US)
Strong hands-on management skill
Strong ability to express ideas both written and oral

Financial Planning Product Development Specialist Resume Examples & Samples

Drive the development of business requirements and review systems specifications documentation for projects related to the development of the firm’s financial planning and progress to goals monitoring tools
Participate in cross-departmental initiatives involving the continued integration of the financial planning tools with other Financial Advisor and client facing tools
Contribute to the development and review of Financial Planning tools training materials
Provide training support for financial planning support teams, including Financial planning Help Desk and the Financial Planning Training Team
Provide support to users in the field for issues escalated to the product development team from partner support teams
Analyze and produce quantitative and qualitative metrics data on platform activity
Assist in the development and execution of user acceptance test plans to ensure production readiness
Support the release and implementation of platform and product enhancements
Participate in the software vendor management process through the tracking of issues, enhancement requests, invoices/work orders, and other tasks
Minimum of 5 years’ experience with financial software applications
Previous experience with the NaviPlan and/or MoneyGuide Pro financial planning software packages a significant plus
Previous experience with Financial Planning product development or support
Detail oriented with an ability to multi-task and handle multiple priorities
Ability to interact effectively at all levels of the organization, including direct contact with financial advisors
Excellent project management skills
Analytical in determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes
Ability to work effectively under pressure
Proficiency in Microsoft Office suite, particularly Excel and/or Access
CFP or similar designation a plus

Financial Planning Consultant Resume Examples & Samples

Prepare presentations, portfolio analyses, and proposals for High Net Worth and institutional clients and prospects
Coordinate efforts to gather data and assist Financial Advisors in preparing responses to requests for proposals (RFPs)
Generate periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients
Create portfolio snapshots, researching investments and providing fund reports upon request to clients
Develop and maintain checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches
Collects fundamental research on related companies within assigned industries
Compiles data about assigned industries and companies
Performs quantitative analysis of macroeconomic variable that impact the industry
Collects fundamental research on related companies as requested by Financial Advisors
Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios
Present or respond to inquiries from Financial Advisors and research and resolve issues
Assist with drafting and maintaining investment policy statements (IPS) for clients
Assist Financial Advisors with on site presentations to clients and prospects
Assist Financial Advisors to customize their marketing materials, including pitch books, communication campaigns, newsletters, etc
Assist Financial Advisors with initial setup of client accounts and on-going monitoring
Assists in preparation of written industry and company specific reports
Assists in development of financial models for revenue and income forecasts
Assists with research and analytics used in Investment Strategy white papers for financial advisor or client use
Interfaces effectively with all levels of staff in managing portfolios
May assist with the preparation and review of client reports as requested by the Financial Advisors
Ad hoc projects and reports as assigned
May be asked to attend cultural and social functions as made available by Financial Advisors and Branch Management
Company’s working structure, policies, mission, strategies and compliance guidelines
Advanced investment concepts, practices and procedures used in the securities industry
Advanced concepts, practices and procedures of research analysis
Client Relations Management tools
Financial services news and data resource tools
Investment management analytical tools
Financial Planning software tools
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communications, spreadsheets and databases
Preparing and delivering clear, effective and professional presentations
Identifying the needs of customers through effective questioning and listening techniques
Identifying relationships draw logical conclusions and interpret results for use in decision-making
Quantitative and analytical skills sufficient to assist in the development of corporate financial projections and equity valuation metrics
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Continuously learn investment products, industry rules and regulations and financial planning software
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
Keep all appropriate parties up-to-date on decisions, changes and other relevant information
Establish and maintain effective working relationships with others
Use mathematics sufficient to process account and transaction information
Multi-task and work on a fast-paced, team-oriented environment
Be proactive and demonstrate readiness and ability to initiate action
Project positive, professional image both internal and with external business contacts
Implement changes to standard procedures when required by specific situations and circumstances
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed
Bachelor’s Degree in Finance, Accounting or Business and three (3) years of research experience in the financial industry

Financial Planning & Analytics MBA Intern Resume Examples & Samples

Excellent modeling skills with advanced knowledge of MS Excel and MS PowerPoint
Strong verbal and written communication, including the ability to take complex information and present key takeaways
Skilled in effectively managing projects and shifting priorities
Experience and/or degree in quantitative field (e.g. mathematics, statistics, computer or physical science) is a plus but not required
Experience with programming
Experience with big-data tools
Currently enrolled in an MBA program

Financial Planning & Controlling Analyst Resume Examples & Samples

Monthly/ Annual reporting & analysis
Intercompany reconciliation
Budget preparation
PL including depreciation
Consolidation of group data
Daily / weekly and monthly sales data
Financial planning / controlling experience
Experience in Financial accounting
Nissho Boki 2 / CPA welcome
Experience working in an international business

Specialist, Financial Planning & Analysis, CP Resume Examples & Samples

Support the Bell Media annual Budgeting process and the financial rollup of the three-year Long Range Plan, Responsibilities include
3+ years of relevant experience
Demonstrated ability to take initiative
Superior analytical and problem solving skills
Relentless attention to detail and accuracy
Demonstrated ability to create high quality presentations to management
Demonstrated ability to take ownership of issues and see through to resolution
Strong communication abilities
Working knowledge of SAP/BW

Financial Planning & Analysis Summer Internship Resume Examples & Samples

Coordinate the annual planning and monthly forecasting processes
Provide Senior Management with earnings projections
Ensure the overall integrity of the SBU profitability reporting
Monitor bank wide performance versus trends and expectations
Perform peer bank benchmarking analysis
Develop and maintain pricing models
Create financial presentation for Senior Management
Develop and refine financial models to assess business, product and customer profitability providing analytical support and advice to business partners to help them make better-informed decisions and to facilitate improved financial performance
Conduct benchmarking exercises against a set of peer banks to objectively assess financial performance and develop best practices
Provide decision support for corporate and business unit investments
Develop cash flow analyses and assess potential portfolio acquisitions and sales

Assistant, Financial Planning & Analysis Resume Examples & Samples

Four year college degree preferred; finance and/or business majors highly desirable
Proficiency in MS Excel & Word
Strong attention to detail and high degree of accuracy
Possess excellent communication skills (verbal and written)
Must be able to maintain confidentiality and interact with all level of employees
Must be comfortable working with numbers
Administrative experience a plus (will consider internships)

Financial Planning Analysis Director Resume Examples & Samples

Be a trusted business partner to BU leadership team members and responsible for delivering short term and long term financial goals
Provide accurate, timely and meaningful management report and analysis and sound business insights to leadership team
Enhance current management reporting and analytical capabilities
Ensure a 'world class' finance team by attracting, developing and retaining strong talents
Ensure full compliance with SOX, FCPA and other compliance standards and regulations

Institutional Securities Global Financial Planning & Analysis Resume Examples & Samples

Ad-hoc analysis for Management
Actively participating in developing value-added analytics for strategic management decision making
Assisting the ISG Management Reporting team with Reporting deliverables to

100

Financial Planning Analysis Senior Associate Resume Examples & Samples

Participate in the execution of the annual planning and forecasting processes for Shared Service and Holding Company functions, ensuring due dates are achieved and key deliverables are submitted
Assist the Shared Service Leaders in the preparation and presentation of their annual plans and mid-year forecasts
Collaborate across Business Units with Directors of Finance and other Finance representatives to develop plans and forecasts, and ensure planning coordination and alignment with overall firm objectives
Analyze and report on monthly and quarterly results within a standardized reporting framework
Identify, analyze, and recommend expense management actions to maximize cost efficiency and effectiveness
Participate in the process of allocating Shared Service costs to Business Units; define key cost drivers, develop allocation cost pools, and review and analyze Shared Service cost pools and allocations on an ongoing basis
Identify, develop, and implement process improvements to create greater efficiency and productivity
Prepare ad-hoc analysis to support business decisions
Three to seven years’ experience in a corporate reporting/corporate financial management role
Financial services industry experience preferred
Highly proficient in Microsoft Excel, and proficient in PowerPoint and Word
Experience with Hyperion HFM or Essbase financial planning/software and experience in an integrated forecasting environment preferred
Experience with Workday desired
Outstanding attention to detail
Accurate in written work product to a high degree
An analytical mindset and orientation
Professionalism to work with confidential and sensitive information
Client focused, service oriented, and responsive to client needs
Successful experience working with senior business leaders
Able to take initiative and critically analyze processes and work flow and advocate for improvement
Function well in a growth-environment and dynamic culture

101

Analyst Global Financial Planning & Analysis Cards Resume Examples & Samples

Work with client location FP&A teams to migrate activities into the site
Create effective and efficient operating model with client facing FP&A teams and Mumbai center
Ensure there is a strong culture of high integrity, ethics and meritocracy
Understanding of Banking & Finance products and markets is preferable but not essential
Strong communication & presentation skills
Ability to question status quo, and identify opportunities to reengineer/streamline processes

102

GSO Financial Planning & Analysis Analyst Resume Examples & Samples

Management Reporting – Prepare monthly, quarterly and annual reports on GSO’s financial condition for presentation to Senior Management
Financial Reporting – Prepare and review materials for Blackstone SEC reporting; Support all areas of segment reporting; Support Blackstone consolidation groups to ensure proper segment reporting
Maintain and enhance GSO operating model to create firm forecasts and projections – the operating model projects all types of cash flows for every GSO product incorporating over $80 billion in AUM
Assist in managing the AUM reporting process
Prepare ad hoc financial analyses requested by Senior Management
Support General Partner and Management Co accounting teams
Special finance projects determined by the needs of Senior Management
Bachelor’s Degree in Finance or Accounting
Typically requires two years business related experience
Strong analytical skills and detail oriented
Ability to work in a dynamic, fast ‐ paced environment and handle multiple projects
Possesses a strong work ethic, personal and professional integrity, a positive attitude and
Strong desire to work in an entrepreneurial environment
Proficiency in Excel

103

NAB Financial Planning Resume Examples & Samples

Be rewarded for the work you do
Achievable targets with a strong advice focus
Leverage from a strong referral network

104

Dir, Financial Planning & Analysis Resume Examples & Samples

Directs and reviews Customer Care monthly operating finance statements and forecasts, monthly variance analysis and budget data
Reviews Customer Care financials for accuracy and integrity and explains related variances to plan and forecast
Analyzes all aspects of Customer Care financial performance and provides recommendations for improvement
Managers the business planning and preparation of forecast and budgets
Conducts and documents moderate-to-complex financial analysis,
5+ years of management experience required

105

Financial Planning & Analysis, Associate Resume Examples & Samples

Play a key role in the continued development of FP&A deliverables including reporting, budgeting and planning processes by partnering with the business leaders across the Partnerships & Operations organization
Develop financial models and analyses to support strategic initiatives and help close the month and quarter in accordance with the accounting processes in place
Help in defining and implementing scalable processes related to headcount and expense reporting
Partner with the business to define and track key performance metrics

106

Lead Financial Planning & Analysis Associate Resume Examples & Samples

Proactively shares experiences and knowledge towards the achievement of team objectives
Works across discipline boundaries to further the greater NASDAQ agenda
Has vision as it relates to improvement, and furthering the offering/creating new business opportunities
Sustains an environment that supports experimentation, rewards risk-taking and reinforces curiosity
Shows initiative to deliver better results than expected and often offers his/her help to others in order to achieve shared goals
Works with large amounts of data and identifies highly complex root causes and potential implications; coaches others on data synthesis and analysis
Analyzes financial measures such as rates of return, depreciation and net present value of investments, and reviews reports on findings to make recommendations to management
Utilizes complex financial models to forecast financial results, model financial statements and perform advanced analyses

107

Financial Planning Resume Examples & Samples

Allocate and manage resources for the different entities within the group
Measure and analyse capital adequacy and leverage ratio
Support business planning, ensuring correct and effective use of local and overseas financial resources
Support business expansion, whilst maintaining a robust capital-adequacy management process
Maintain a transparent and effective relationship with regulators in Japan and globally
For VP level, successful candidates will manage a team that partners the business to provide effective FP&A
Good understanding of business planning
Strong Finance background - accounting qualification, or experience working within a Finance Department
For junior candidates, knowledge of Financial Institutions is not essential
Experience working within the Finance Department of a Financial Institution
Knowledge of capital-adequacy
Experience of legal and documentation

108

Manager Corp Financial Planning & Analysis Resume Examples & Samples

Own consolidated reporting for the Filmed Entertainment and Viacom International Media Networks business segments, serving as the main corporate contact for commentary and analysis on all consolidated deliverables
Manage the budget and estimate submission process, serving as the main FP&A contact for the corporate HFM planning system (including validating divisional submissions and posting journal entries)
Manage ad-hoc requests made by senior management in a timely manner
Support Competitive Analysis initiatives, including the expansion of our competitive intelligence database and deep-dive presentations
Continually improve FP&A deliverables and processes
5+ years of experience, Media & Entertainment FP&A experience a plus
Bachelor’s Degree in Business/Finance/Accounting preferred
Extremely strong Microsoft Excel and PowerPoint skills
Experience interacting with and presenting to executive leadership
Ability to work well under pressure and manage multiple tasks simultaneously
HFM, Longview systems experience a plus

109

Financial Planning Analysis Senior Associate Resume Examples & Samples

Lead the Directors of Finance and other Finance representatives in the preparation of monthly reports, quarterly forecasts and annual plans
Provide overall functional support to the Finance community on planning/forecasting tools and processes and in the development of plans/forecasts, ensuring alignment with overall firm objectives
Project enterprise-wide cash flows encompassing operations, investment and financing activities to ensure we have sufficient resources for key payments, distributions or acquisitions, and present weekly cash forecast to senior members of Finance
Assist in the preparation of Quarterly Bank Reporting and EBITDA Compliance package, and review for completeness, accuracy and compliance with required bank ratios
Prepare quarterly financials for submission to external rating agencies
Provide support for the Corporate Allocations process and toolset
Prepare ad-hoc analysis to assist in business decision support
Work experience of 7 to 10 years in a Corporate Reporting/Corporate Financial Management role
Experience with Hyperion HFM or Essbase financial planning/software and experience in an integrated forecasting environment
Experience with Workday HCM and Workday Financials desired
Attention to detail and commitment to quality
Able to take initiative and critically analyze processes and work flows and advocate for improvement

110

Financial Planning & Analysis Specialist Resume Examples & Samples

Primary coordinator of the monthly Financial Close and MML process with a focus on providing robust financial analysis of month end results and going forward projections
Actively manage the OMM process and ensure PMO financial projections accurately represent labor and material commitments of the program
Ensure Program Cost & Schedule reporting is consistent with external guidance on cost, schedule, and P&L performance
Ensure a robust Risk Management process
Drive application of ACE Tools & Process Improvement in support of Program Management Office (PMO) deliverables
Various ad-hoc analysis

111

Director MSG Live Financial Planning & Events Resume Examples & Samples

Financial Consolidation and Reporting
Event specific financial support, focusing on critical events, requiring financial expertise across all venues
Distribution of daily / weekly / annual workloads
Special projects including development of financial reporting processes, financial modeling, venue financial analysis, competitive analysis, etc
Superior supervisory and leadership skills
Superior organization skills
High level of energy and commitment
Ability to work under pressure (reporting deadlines, union negotiations)
Ability to adapt to a changing environment
CPA or MBA desired but not required
BS, BA or related degree in accounting or finance
Strong financial modeling skills in Excel and in depth understanding of financial systems (e.g. TM1, Purchasing)
Experience in Oracle, PeopleSoft, TM1 desired but not required
Experience within the live entertainment industry preferred
Experience in a union environment and dealing with multiple collective bargaining agreements preferred
Experienced in high pressure live event environments

112

Manager Retail Financial Planning & Analysis Resume Examples & Samples

Manage the capital process by preparing capital plans and submitting monthly capital expenditure forecasts in Hyperion. Consolidate global Retail capital submissions
Prepare pro-forma’s for new stores and submit appropriate capital request forms when needed
Support the Senior Director with ownership and financial analysis of the Michael Kors retail division
Facilitate the month end quarter end related financial reporting processes which includes preparation of the P&L, analysis of all expense accounts and any additional research on specific journal entries
Analyze retail performance by tracking the variance of actuals to forecast and budget, and identifying risks and opportunities
Coordinate and lead monthly meetings with department heads to review expenses on a monthly basis and how they track to budget
Assist in identifying opportunities within high risk expense lines and provide recommendations on improving costs
Prepare special projects and ad-hoc financial analysis using advanced excel modeling skills when required
Drive continuous improvement and make suggestions on how to streamline financial reporting
BS Degree in Accounting or Finance
Minimum of 5- 7 years work experience in a financial analysis capacity
Retail experience REQUIRED
Strong communication, analytical, critical-thinking, and presentation skills; including the ability to provide written and verbal direction effectively
Must have highest degree of accuracy with a strong attention to detail
Well organized with an ability to manage multiple projects with strict deadlines
Proven leadership ability, as well as strength in building internal partnerships
Project management skills, from initial idea through execution
Strong Excel skills a must. Experience with Hyperion, JD Edwards and Microstrategy a plus

113

Financial Planning & Analysis Lead Analyst Retail Bank Resume Examples & Samples

Bachelor’s degree in Finance or Accounting required; MBA preferred
4-5 years of experience preferably in a financial analysis role supporting business financial planning functions
Strong team player who works well with others
Excellent quantitative and analytical skills, and ability to focus closely on details
Strong Excel/Essbase/PowerPoint knowledge required
Must be highly efficient, organized and motivated

114

ICG Financial Planning Analysis Resume Examples & Samples

This role is responsible for OICG Planning and Analysis activities across Asia ex Japan
This role actively coordinates with Global/Country FP&A teams, GPO, and leads the supporting units (Mumbai COE and Manila FRO)
This role will be directly involved preparing the Asia Management for all global business reviews and get an overview of ICG Asia Business and an insight into the current management focus areas
Communication skills are particularly important given the geographic dispersion of the region and colleagues who are generally non-native English speakers
Candidates should have strong command of MS Excel/PowerPoint
Flexibility and adaptability are important
Ability to keep abreast of current news while keeping pace with business developments across various geographies is key
Creating informal networks is a key skill – is required and will be developed
Academic/Professional background in Economics and Finance particularly helpful

115

Avp-financial Planning & Analysis Resume Examples & Samples

Monitor and track the Division’s business performance, including from country perspective and a comprehensive range of financial metrics
Prepare financial reports and analyses, including a wide range of ad-hoc analyses/ scenario modeling
Co-ordinate with other finance and business colleagues to obtain and understand the financial performance, market environment, competitive landscape, industry trends and drivers of business performance

116

Avp-financial Planning & Analysis Resume Examples & Samples

Prepare and consolidate financial results for the Private Banking businesses within APAC Division for reporting to Group on a weekly/monthly basis
Prepare analyses and commentaries highlighting key performance indicators and drivers of the results
Consolidate monthly forecast and annual budgets for submission to Group including commentaries and variance analysis
Monitor and track significant items impacting the business performance on a regular basis which will support financial analyses for senior management and Group
Support senior management in financial analyses including presentations and provide value-add covering metrics, trends, drivers etc

117

Financial Planning & Analysis Controller Resume Examples & Samples

Operate within the local country Finance team and work closely with Finance Share Service team
Provide support to departments to understand business trends
Assist FP&A senior manager during forecast, budget and 3YP process
Cooperate and work with FSS team for the monthly/yearly closing
Provide financial support to the operational departments for the business as appropriate
Responsible for accounting & finance management, cost management, cash forecast, need to work very close with FSS team
Assist FP&A Senior manager during Burberry quarterly forecast, budget and 3YP process
Analyse the key variance between actual and forecast; provide value added inputs to supporting department heads

118

Asia Regional Financial Planning Resume Examples & Samples

Planning activities primarily include: Strategic planning support, Annual CCAR/Budget process, forecasting including quarterly outlooks
Performance Management includes activities to support management and business units including: The compilation and creation of management/business unit analysis, Understanding actual performance against short & long-term plans and forecasts and prior period comparisons and ad-hoc FP&A projects
Decision support includes specialized support for senior management including: Investment optimization, Revenue analysis including pricing, expense initiatives, capital management, risk management, organic growth analysis & analysis of mergers, acquisitions & divestitures, Allocation metrics for revenues, expenses, etc
Previous experience in finance, strategy and planning required
Proven adaptability to learn quickly and experience to work with various ethnic groups from diverse background and cultures
High degree of accuracy and attention to detail
Willingness to work/thrive in a pressured environment with tight deadlines
Multi tasking skills with efficiently prioritizing various conflicts and interests
Very strong command on spreadsheet and strategic framework development skills
Bachelor’s Degree majoring in Accounting
CA/CPA Qualified, with a minimum of 15 years post qualification experience
Financial Services experience
Strong project management experience
Competencies
Independent thinker, with a strong to develop and improve by challenging status quo

119

BB&T Wealth Financial Planning Strategist Resume Examples & Samples

Lead specialty platforms and special projects designed to improve the overall tactical and strategic planning group objectives or specific market segment (i.e. – estate and gift tax planning, business planning, etc.), and timely report conclusions, updates, and progress back to WDFP management
The Subject Matter Expert (SME) in a specific knowledge area related to complex financial planning (i.e. estate tax, gift tax, business planning, etc.) and be resource for the WDFP group in your area
Exhibit ability to work on advanced financial plans for affluent clients (usually $15+ million) and develop actionable planning recommendations. Maintain a current level of knowledge in your area of expertise to bring the most sophisticated planning solutions to WM clients
Demonstrate ability to interact and explain complicated financial planning issues as well as creating and delivering planning recommendations with both clients in excess of $15 million net worth and WD team members. Utilizing the Recommendations Letter, communicate appropriate next steps in addressing objectives and concerns from the financial plan
Strong working relationships with internal partners and external COE’s (attorneys, accountants, and other advisors) that work with affluent market segment to assure quality administration and increased business opportunity. Represent BB&T in civic, community, government, banking and professional groups
Ten years of professional work experience with demonstrated competency in area(s) of concentration
Seven years of experience in financial planning dealing with affluent clients
Ability to lead projects and special financial planning lines of business

120

Head, Financial Planning & Analysis Resume Examples & Samples

Prepare monthly financial reporting, with detailed business explanations behind variances against forecast, budget and prior year for Income Statement, Balance Sheet and Cash Flows
Present relevant weekly, monthly and annual reporting to CFO and other leaders regarding the underlying performance of the business, leading indicators and key metrics, to include client analysis, product penetration, market share, productivity and other business analysis metrics
Provide financial support for 3rd party transactions, M&A and alliance activities
Master’s degree in Business Administration, Finance or Accounting
A minimum of 15 years’ experience in financial management and business operations with increasing responsibilities for multi-faceted direction and strategic planning
Prior experience in a Sr. Financial Leadership role
Experience in the financial software services industry
Background handling M&A analysis and due diligence

121

Financial Planning & Analysis Associate Resume Examples & Samples

Drive annual planning, monthly forecasting and centralized reporting processes for Corporate business units
Partner with the business units in building plans and associated budgets/forecasts/variance analyses and assist inunderstanding the inputs to and conclusions that can be drawn from the analysis of performance vs. plan and financial forecasting
Contribute to automation and process improvement initiatives
3-5 years financial services industry with prior experience in planning and analysis and/or budgeting and forecasting required
Advanced analytical skills, problem solving, good critical thinking and decision-making skills
Excellent written and oral communication skills with the ability to present information in varying degrees of detail and form depending on the audience
Proven ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

122

Financial Planning & Analytics Resume Examples & Samples

Performance Measurement Reporting and Analytics
Analyzing, investigating and explaining key movements and trends in P&L lines. Preparation of monthly financial metrics and key business drivers specific to different products/functions
Providing financial support to business/functions and assist them in decision making
Preparation of various reports to support the management needs and ensuring timely adherence to deadlines
To provide commentaries and business insights on variance under different scenarios and time periods
Track and provide insight on business productivity (efficiency saves) and projects driven by business
To coordinate with various stakeholders to right align the headcount, dollars and business structure within reporting systems periodically
Preparation of monthly management packs
Review decks and getting into discussions with Finance Management, as necessary
Working with country and regional managers to create and review monthly and quarterly outlook and annual financial plans, including reporting and analysis to explain changes against given baselines
Incumbent should be willing to work as an Individual Contributor and/or manage a small sized team
Drive various process efficiencies through standardization and re-engineering of activities
Result oriented
Has a proactive approach to problem solving
Be technically proficient, both with respect to Excel and systems as well as analytics (with initial training, guidance and backup rationale provided)
Experience of working with financial data and knowledge of financial reporting tools; Essbase, business objects would be a plus

123

Financial Planning & Analysis Senior Associate Resume Examples & Samples

Drive annual planning, monthly forecasting and centralized reporting processes for Corporate business units having a combined annual expense budget in excess of $500 million
Partner with the business units in building plans and associated budgets/forecasts/variance analyses and assist in understanding the inputs to and conclusions that can be drawn from the analysis of performance vs. plan and financial forecasting
Build strong relationships with business unit CFO and business management teams
Produce clear and concise performance commentary based on in-depth understanding of business drivers
Drive forecasting consistency across functions and identify opportunities to increase efficiency
Bachelors Degree in Accounting or Finance preferred
4-7 years financial services industry with prior experience in planning and analysis and/or budgeting and forecasting required
Highly organized and control oriented
Proven ability to multi-task and quickly assess and adjust priorities
Advanced Excel skills preferred. VBA/Macro knowledge a plus
Knowledge of financial systems a plus including MIS Essbase and Access Database

124

Financial Planning Help Desk Resume Examples & Samples

Apply knowledge of financial planning tool methodology with fundamentals of financial planning in areas of asset allocation, retirement planning, social security strategies, estate planning and insurance planning
Work closely with other business units, such as product development, tax planning, trust specialist and annuities, to deliver relevant financial planning ideas and recommendations
Experience with MoneyGuide Pro software preferred

125

Financial Planning & Analysis Specialist Resume Examples & Samples

Take a lead in supporting and advising the controller and operations team on financial & business matters related to NGPF and JSF war on cost. Support NGPF and F135 War on Cost initiatives
Be responsible for all forecasting efforts related to the HSMC profit and loss statement, workload/volume, and manpower planning and operating expenses. Including OMMs and budgets
Direct monthly closing and variance analysis of Module Center financial results and measurement part cost
Provide Module Center performance reports pertaining to operating expenses, inventory and capital expenditures
Provide summary of consolidated results to controller and operations leadership team
Communicate performance goals throughout the Module Center to all employees as part of an overall education process to drive continuous cost reduction
Join HSMC business unit teams in supporting EHS and ACE goals for both operations and office areas

126

Financial Planning & Analytics Resume Examples & Samples

Preparation of monthly financial metrics and key business drivers specific to different products/functions
Work independently (within reason)
Be organized with respect to planning, prioritizing and completing of tasks with only infrequent reminders
Be an innovative self-starter with a very strong work ethic
Be a very agreeable team member for the overall expense team
Be a very receptive and fast learner
Be a moderate to good communicator
Be reasonably detail oriented but with the ability to receive guidance on the rationale of a process
Exposure and relevance to expense management initiatives would be a plus

127

Financial Planning & Analysis Senior Specialist Resume Examples & Samples

Strong excel data manipulation skills'
Knowledge of accounting concepts
Requires conceptual and practical expertise in own discipline
Understands how related disciplines impact own work/own team
Readily applies functional knowledge to challenges in our industry/markets
Has good or in-depth knowledge of best practices and how own area integrates with others and chooses to work across these boundaries to further the greater agenda
Is aware of the competition and the factors that differentiate them in the market
Understands the commercial or business decision takes priority over the preferences of the individual
Acts as mentor/coach for less experienced peers
Is looking always to gain efficiencies and implements these within own team/discipline
May step up to lead small projects with manageable risks and resource requirements
Solves complex problems with little or no support from their supervisor; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information
Looks to apply best practice
Has impact in broader work area; impacts team morale and culture through their actions and words
Impacts a wide range of customer, operational, project or service activities across related teams
Can conceptualize and communicate improvements for the broader good of NASDAQ
Explains difficult or sensitive information in a diplomatic way; works to build consensus
Actively seeks challenging assignments, is genuinely excited by a challenge
Performs economic research and analysis of financial measures such as rates of return, depreciation and net present value of investments, and prepares reports on findings
Identifies and develops requirements related to complex financial modeling

128

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

Proficiency in MS Excel required. Familiarity with PeopleSoft and Essbase would be an advantage
Self motivated, proactive and committed
Ability to work independently to resolve issues with minimal supervision, including liaison with other departments as necessary

129

Msbna Financial Planning & Analysis Resume Examples & Samples

Support and produce the regular/official MSBNA forecasts (for Revenues and expenses, Balance Sheet, RWA, etc.)
Support all DFAST details and efforts for modeling, analysis, governance, etc
Develop key analytics to enhance decision making and coordinate financial presentations for senior Bank management, CFOs, MSBNA Board, Investor Relations, etc
Establish strong partnership/coordination with various teams across the firm
3-5 years financial services experience
Effective communication skills, both written and oral

130

Financial Planning & Analysis Specialist Resume Examples & Samples

Present monthly financial results and forecasts to IAE LLC management team and partner companies
Support the quarterly PW OMM budgeting and bi –annual board of Directors meeting
Perform ad hoc analysis in support of key finance initiatives, executive report outs and Group/UTC communications
Take a leadership role in developing and improving IAE LLC’s financial as the organization transitions from a start up to a mature business

131

Financial Planning & Control Resume Examples & Samples

Controlling and Reporting
Performance Analysis
Planning & Forecasting Coordination
Internal Control
Opportunity to prepare reports in English
At least 3 to 6 years of working experience in the Finance field
Candidates with big 4 experience is a big plus
Ability to complex analysis, communicate results and forecast outcomes
Knowledge in accounting principles and standards (IFRS

132

Financial Planning & Analysis Specialist Resume Examples & Samples

Prepare monthly cash flow forecasts and manage treasury initiatives
Coordinate monthly financial metrics review for EA Senior Leadership
Coordinate and prepare various senior leadership presentations
Maintain a comprehensive set of policies and procedures to cover aftermarket operations, financial & accounting processes and internal controls

133

Financial Planning & Analysis Specialist Resume Examples & Samples

Development of critical cost inputs to P&W business cases, passport/executive reviews, and maintenance cost models
Bill of Material (BOM) reconciliation and other technical consulting services supporting NGPF cost forecasting
Development and maintenance of engine program job ticket cost metrics
Development and compliance engine costing

134

Manager, Global Financial Planning & Analysis Resume Examples & Samples

Compile and help analyze the monthly, quarterly, and year-end consolidated reporting packages for senior leadership, indicating financial results across the company. Offer insight, where applicable, to enhance effectiveness of the materials and efficiency of the process to compile and analyze results
Team with segment-level finance groups as well as business line leadership to perform value-added analyses in support of the critical decision-making processes of the Global CFO and Senior Management
Support the quarterly earnings process, including preparation of financial schedules and related analyses, supplemental slides, earnings call support, and documentation for the auditors
Assist in global budgeting and forecasting processes, with a focus on driving efficiencies and continuous improvements in process and quality of information. Analyze segment data submissions and lead follow-up discussions with segment leadership, as necessary
Contribute to preparation of presentations for the Board of Directors and executive leadership
Participate in and/or lead other project-type work on an ad hoc basis
Bachelor's degree in finance, accounting, or related field with at least 5 years of experience – additional relevant experience and/or CPA preferred
Superior analytical skills, critical thinking and forward-looking capabilities, and balancing multiple tasks
Ability to seek out and act upon opportunities to improve processes
Advanced skills in Microsoft Office, in particular, Excel. Experience with consolidations systems, Workiva, PeopleSoft Financials, and/or international coordination also viewed as a “plus.”

135

Controls & Financial Planning Analysis Resume Examples & Samples

Planning and Forecasting Coordination
Internal control
Audit and Controls
Total of 3-6 years in Auditing or Consulting
Operational FPA experience in an MNC
Strong controls mindset
Age between 25 to 35
Experienced in international company
Business English
Accounting qualifications are a plus

136

Financial Planning & Analysis Specialist Resume Examples & Samples

Participate in Campaign Strategy formulation with representatives from Sales & Marketing, Contracts, Legal, Programs, Aftermarket Operations
Prepare financial models and various other analyses detailing the financial impact and business ramifications of the campaign proposals
Present analyses & recommendations to senior management for approval
Review proposal documentation to ensure accurate representation of P&W commitments and conditions
Provide continued financial support throughout the campaign process

137

Consumer Bank Financial Planning & Analysis Lead Analyst Resume Examples & Samples

Lead the creation and delivery of the annual budget / reforecast / outlooks and strategic plans for Australia Cards business including financial analysis as well as setting objectives & targets aligned with country, Asia regional and global directives
Provide in-depth analysis and commentary of Cards financial performance throughout Pre-month end and Actual closing process
Manage the development of financial models to effectively assess Cards financial position for the current reporting period vs. appropriate comparisons (MTD, QTD, YTD vs. PY, PQ and applicable forecast)
Support business strategic imperatives that may include business development, portfolio analysis, accounting change impacts and new product opportunities as well as CCAR/APRA stress testing
Drive optimal use of resources within the franchise through objective evaluation and recommendations for performance improvement
Develop a best in class Financial Planning & Analysis (FP&A) team. This includes the development of standardized processes, centralized functions and leveraging offshore centers of excellence
LI-W
Degree level or equivalent. CA/CPA qualification/MBA sought though not mandatory
Stakeholder management as senior level/experience with working with multiple stakeholders
Strong commercial acumen, analytical and problem solving capabilities with sound understanding of the Australia financial services industry. Prior experience in Cards business support advantageous
Experience in budgeting and forecasting, including relevant experience in systems that support the processes
Experience in managing projects or significant tasks with strict adherence to deadlines; business case development

138

Financial Planning Mgr Resume Examples & Samples

15+ Minimum years’ experience required
Experience with SAP or similar accounting systems
Possess a thorough understanding of revenue recognition policies
Expert Excel User

139

Financial Planning Consultant Resume Examples & Samples

Diploma Financial Planning (RG146 Qualified)
Sales and Customer Service skills experience, ideally with some exposure to risk products (not mandatory)
Call Centre experience will be highly regarded
Proven ability to work in a team and proactively contribute ideas to continuously improve team performance
Understanding of the Financial Services Industry
Concern for Quality & Standards

140

Financial Planning & Analysis Internship Resume Examples & Samples

Support the preparation of forecasts, annual operating plans and five-year plans
Ideal candidates will have excellent oral/written communication and presentation skills, a proven ability to build relationships
Excellent computer skills, including Excel and PowerPoint
Pursuing, or recently graduated with, a degree in Finance, Accounting or other related field
To be considered, all candidates must upload a resume at the time of application
College transcripts (official or unofficial) - Please upload your transcript while completing the online application. Applications will not be considered without a transcript. To upload this document

141

Financial Planning / Operations Analyst Resume Examples & Samples

To develop and manage a financial planning process that produces acceptable financial goals for the Advertising Department and Builder Media Solutions
To provide relevant financial analysis identifying financial results associated with BMS
Become the subject matter expert on all financial items related to BMS and the Real Estate category
To prepare forecasts and propose procedural changes to improve cost effectiveness. To analyze and explain monthly variances to budget and to assist managers and directors in controlling revenue and expenses
To manage a variety of additional analytical, administrative, professional and financial responsibilities including coordinating rate structure changes, processing of capital and new program requests, etc
Develops effective financial models to evaluate impact of new initiatives
Works with leadership team to strategize and create growth plans for the business
Establishes performance reporting & analytics & manages fulfillment of ad campaigns (Domo)
Works with technology department to design, build and maintain website and data warehouses
Works with finance department to coordinate internal & external billing & revenue recognition
Establishes budgetary guidelines for media plans
Create presentation materials for senior management
Continuously improves operations to better serve our clients and deliver more revenue and profitability to the business
Updates weekly/monthly revenue reports
Tracks company performance and industry news/trends
Initiates ad-hoc business analysis alerting management to issues before they become trends
Develops competitive analyses by assembling key market indicators, benchmark data, and metrics
The preceding list of major responsibilities describes only those essential job functions considered important in accomplishing the purpose of this job. It is not meant to include all job functions
4 year bachelors degree required
Finance, Statistics, Accounting, Economics, Business Management majors a plus
4-6 years of experience in financial modeling and presentation development
Strong analytical skills: ability to gather, analyze, summarize, and present data via performance dashboards
Attention to details and process critical for success
Demonstrated strong business judgment and decision-making skills
Ability to manage multiple projects in a fast-paced and deadline driven environment
Advanced Excel and PowerPoint skills (vlookups, Pivot tables, charts, functions, formulas, macros, etc)
Self-starter, innovative with an “intellectual curiosity” to understand key category metrics and provide recommendations on how to optimize yield
Technical knowledge of web analytic tools (Omniture, Google Analytics) a plus
Experience using PeopleSoft Financial, Business Objects, and Essbase a plus

142

Avp-financial Planning & Analysis Resume Examples & Samples

Develop tools/processes to effectively manage and track operating expenses along with cost drivers for each expense line. Track results vs. forecasts & provide timely analysis to CFOs/CEOs of the 2 JVs
Drive planning cycles and provide guidance to businesses for MOU and long term strategic projections. Roll up and analyze operating expenses alongwith key metrics for GECBPMSL as well as for CPSL
Prepare and monitor weekly P&L forecast by working closely with the team. Highlight key risks and opportunities and work closely with functions to deliver on the forecast/plan
Prepare inter JV pricing and ensure no cost out to any entities by tracking key drivers and related costs. Ensure monthly pricing recharge to front end entity and payout as per inter jv pricing agreement
Closely work with both SBI and GE Corporate centre team for reporting performance against plan on key metrics
Closely work with JV CFOs to drive cost analysis. This would include identifying areas for controlling costs through best practice sharing
Lead and manage all internal functional operating reviews with key focus on cost drivers and productivity
Prepare Board meeting decks for BPMSL as per I-GAAP highlighting performance trends, key business initiatives & financial metrics
Work with FP&A lead and CEO/CFOS for monthly operating reviews with JV leadership and shareholders on key business initiatives and performance trends for the JV

143

BB&T Wealth Business & Financial Planning Strategist Resume Examples & Samples

Market fee-based business transition and financial planning services to affluent business owner prospects using established procedures, methods, and practices within assigned geography. Recognize business transition and financial planning and product implementation opportunities and communicate these to the client and appropriate BB&T Wealth and commercial team members, as applicable, during the planning process
Ensure that the Financial Planning process and workflow are being followed in order to provide the proper advice to planning clients. This includes all necessary internal and client meetings with BB&T Wealth and commercial team members and other BB&T Integrated Relationship Management (IRM) partners
Exercise strong understanding of the WDFP process and how it relates to, is implemented, and is explained to BB&T Wealth service platform, as well as supporting internal documents. Proactively explain WDFP processes, procedures, and products to BB&T Wealth team members
Remain knowledgeable and up-to-date on personal financial issues, regulations, investment philosophies, and planning techniques. Through designated software, work with Business Transition and Financial Planning Analyst to identify gaps/shortfalls in clients’ goals and objectives and provide proper advice and potential solutions
Attend and participate, at least quarterly, in Wealth and Commercial Team sales meetings as well as established WDFP monthly teleconferences, meetings, and activities
Comply with WDFP policies and procedures as well as related Bank, regulatory, and legal guidelines/requirements to ensure compliance with appropriate audit standards
Proven ability to lead projects and special financial planning lines of business
Juris Doctor degree

144

Fixed Income Financial Planning & Analysis Controller Resume Examples & Samples

Internal management reporting of revenues for all Fixed Income Division and Commodities (FIC) businesses globally, including the review of the consolidated daily revenues reporting, supervisory responsibilities pertaining to the preparation of the weekly Management Committee Report (MCR) report, weekly and month-end legal entity revenue and balance sheet movements and daily P&L sign-off metrics
Managing the month-end analysis and controls process across FIC including books vs. reported differences, SEC revenue classification and tracking of significant month-end items which are communicated to senior management within Finance and the Business Units
Take part in the production and consolidation of the quarter end due diligence deliverables for Fixed Income Division
Act as point of contact for Fixed Income business unit COOs and Controllers for expense-related questions
Assist in the preparation of presentations and participate in monthly/quarterly PBT meetings with Fixed Income Business Unit to provide transparency for expense variances (Month over Month, Year over Year, etc)
Answer expenses related ad hoc queries as raised by senior Finance and Fixed Income Business Unit management
Works very closely with the various product control teams within Fixed Income in all regions
Ad Hoc: Projects and queries as raised by senior Finance and Business Unit management
5-10 years’ experience in financial services or accounting industry
Knowledge and experience of financial products - Fixed Income products would be preferable
High regard for attention to detail and accuracy to ensure close control of the P&L reported
High self-motivation and the ability to work both independently and as an effective team member
Ability to partner and work effectively both with direct team members and with colleagues across the wider organization
Experienced in managing and coaching employees

145

Financial Planning & Analysis Specialist Resume Examples & Samples

Reporting, planning, and forecasting total engine cost for each program with deliveries to senior management (main focus in the F135)
Military engine program cost analysis
Monthly presentations to VP if Ops & Engineering Finance on key engine cost drivers / cost reduction projects
Tracking and validation of specific cost reduction efforts designed to decrease engine cost
External reporting on actual costs experienced on F135 engines

146

Cbna-gf-cards & Loans Financial Planning & Analysis Head Resume Examples & Samples

Analyze financial performance against budget, forecast and trends and inform Country FP&A Head/CFO/Cards and Loans business head of the overall business performance
Oversee and coordinate the completion of Strategic/Operating Plans and Forecast
Forecast monthly earnings based on the line group/staff and senior management inputs
Develop financial models that will help the business identify profitable alternatives and/or quantify financial impact of planned initiatives
Consolidate financial results for the business
Surface opportunities and risks to the financial plan
Share responsibility with the business units to achieve and sustain P&L targets
5-8 years working in a related field
Ability to work in a structured, high volume, time-sensitive and high-risk environment
Great attention to detail with strong organizational, analytical, problem-solving and multi-tasking skills
Positive attitude and a good learning ability and interest in building, sharing and improving their own knowledge base
Possesses team orientation, interpersonal and communication skills
Proficient in computer operation tools like MS PowerPoint, MS Excel, financial modeling and accounting tools

147

Cbna-gf-country Financial Planning & Analysis Head Resume Examples & Samples

Bachelor’s degree in Business Management, Economics, Finance, Accounting or related field
Preference for accounting qualifications with CIMA/CPA/CA or CFA certification
Strong spreadsheet and database management skills
Strong quantitative, analytical and problem-solving skills
Strong attention to detail with a good appreciation and understanding of the big picture
Self-starter with the ability to prioritize and deliver multiple and competing demands within tight timelines
Strong client-focus

148

Global Consumer Bank Financial Planning & Analysis Senior Analyst Resume Examples & Samples

Demonstrated ability to coach team members
Proven financial leadership with ability to drive results
MBA preferred and a minimum of 5 years in finance management roles

149

ICG Financial Planning & Analysis Analyst Resume Examples & Samples

Drive China ICG business performance through emphasis on Forward Looking processes (e.g. biweekly outlook, annual budget, CCAR / ICAAP), Performance Measurement (e.g. financial scorecard, business driver analysis) and Decision Support (e.g. strategic reviews, ad-hoc analysis)
Responsible for outlook and budget processes, including working with businesses, finance and other supporting functions to manage targets, timetables, documentations and identifying risks / opportunities
Perform financial analysis and provide insight to senior management with the goal of improving business performance (e.g. analysis on balance sheet, NIM, client financials)
Assist in internal and external briefing or presentation material, including business performance reviews
Support finance transform initiatives, led by Finance Global Process Owners (GPOs), that may have impact on FP&A activities and future directions, such as changes in tools and processes, scope in responsibilities, alignment with other finance functions
Ad-hoc finance or China Franchise related projects as needed
5+ years of experience in the financial services/banking area. Previous background in Planning & Analysis and/or ICG business background desirable
Knowledge of FP&A tools such as RUBY, Insight, Microstrategy, IFW preferred
Highly proficient in Microsoft Office (specifically PowerPoint and Excel)

150

Citi Retail Services Financial Planning & Analysis Lead Analyst Resume Examples & Samples

Forecasting - Develops annual plan and forecasts of the balance sheet, and P&L for the assigned portfolio working closely with the business analysis finance team and partner management team. Prepares monthly updates for expected current quarter performance. Develops and maintains key financial models and prepares system uploads for all forecasts and projections. Identifies financial risks and opportunities and communicates to key members of the finance team
Work closely with business analysis teams to develop, track, and forecast monthly marketing spend and incorporate changes to business partners strategies. Must identify partner impacts and be able to communicate that to business CFO’s
Strong working knowledge of Excel; Essbase/Hyperion, MicroStrategy knowledge preferred
Demonstrated experience in ad hoc analytics
7-10 years of relevant work experience

151

AVP Financial Planning & Analysis Resume Examples & Samples

Management Reporting, budgeting and forecasting for the APAC region
Liaising with different Finance Business Heads across the APAC Region
To conduct / provide variance analysis to senior stakeholders
To support a VP on projects and ad hoc tasks

152

Director Gp&r-financial Planning & Management Resume Examples & Samples

Lead and continuously develop a high performing team by setting appropriate priorities & performance objectives and providing regular feedback. Provide a learning environment for the overall team and implement individual training options
Act as a business partner to secure achievement of Markets/Brands (Category)/Channel financial performance targets by evaluating / recommending / implementing / tracking adequate solutions
Own all Brand & Sales Financial Planning Processes (Budget, SBP) for full P&L and Balance Sheet
Design, coordinate and drive holistic, aligned, transparent planning processes which fulfill information needs for all relevant stakeholders and business partners up to Board level. Recommend SBP / Budget targets (coordinated with the SVP B&SF and the rest of the Brand & Sales Finance teams) across all relevant dimensions (Categories/Markets/Channels), which secure overall Global Sales & Brand growth and bottom line objectives
Drive the integration of Brand and Category views into all financial processes
Lead on a monthly basis regular variance and benchmark analyses of all P&L and Balance sheet items (across all markets/BUs) as well as ad hoc analyses to identify significant improvement potential
Drive state of the art controlling / analytical tools / techniques / KPI‘s into B&S Finance to present a high quality / reliable overall financial picture as basis for Board level decisions
Drive speed / transparency for business analysis on all P&L and Balance Sheet items. Generate top quality standard and ad hoc analysis as well as state of the art Board level presentations (regular and ad hoc)
Validate periodical report data & all other relevant information and ensure that the respective teams are constantly updated / informed about all critical issues & developments. Specifically ensure accuracy / reliability / completeness / timeliness of analysis, forecasts and risks & opps reports
Live One Seamless Finance. Lead by example cross-functional collaboration. Ensure strong communication lines / permanent information exchange within Brand & Sales Finance and GP&R team
Lead large-sized projects, implement findings and ensure sustainability of achievements. Develop and implement adequate communication packages to present derived results, recommendations and solutions. Participate in (international) project teams on demand
Drive / support implementation of strategic group initiatives. Take actions to secure mid & long term corporate targets
Drive continuous improvement for entire processes and systems (e.g. Corporate Planning and Analysis processes, BI) and ensure that they are followed also beyond own area of responsibility
Transfer best practice procedures / processes via internal / external benchmarking
Provide comprehensive, cross-functional and cross-market expertise on all related systems and processes towards selected HQ functions / other B&S Finance / Global Sales & Brands commercial team functions and ensure smooth operation of the business by taking on ownership for related actions
Drive compliance with Group Finance Manual, Group Policies Manual, etc. & ensure accounting / data consistency / standardization across assigned Markets
Ability to maneuver in consistently changing and challenging environment
Ability to operate cross-functionally and understanding of external business drivers
Thorough understanding of the complexity, interactions and dynamics within an international company
Very good experience in Project Management
Excellent communication and negotiation skills for persuasion and convincing others both internally and externally
Business fluency in English (written and spoken)
Ability to drive implementation of strategy for assigned areas
Excellent analytical skills, managing large data quantities from multiple sources; highly advanced visualization skills
University degree in Business Administration/Finance/Controlling
Possess a strong set of skills acquired through advanced training, study and experience
Comprehensive understanding of system landscape
Job Experience: min. 10 years; Team management experience: min. 5 years

153

Financial Planning Consultant Resume Examples & Samples

Additional earning potential on new assets acquired (pay for performance)
10-15 branches per territory
Interview customers to define and analyze their needs and goals, find gaps, discuss solutions, recommend the appropriate asset mix and close the sale

154

Mgr, Financial Planning & Analysis Resume Examples & Samples

Prepare and/or validate financial returns associated with capital projects
Prepare detailed financial analysis, summarize and present results of cost savings/productivity projects/ROI
Prepare and validate financial inputs for use in modeling and evaluate results/assist in preparation of business case
Develop, implement and manage financial modeling tools/systems
Provides high level ad-hoc analytical and financial support
Work cross functionally to develop/validate business cases in support of capital spending
Ability to identify and understand patterns and interconnectivity of relevant data to predict business performance and identify trends
Compares financial results to planned or forecasted results and recommends future actions. Analyzes the ongoing profitability of all new businesses and/or programs entered into by the Company

155

Financial Planning Consultant Resume Examples & Samples

Serves as a resource for FAs in designing a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals
Responds to income tax inquiries without providing tax advice
Researches and provides recommendations related to risk management concerns, including insurance
Responds to and directs education funding questions including 529 savings plans
Economic and accounting principles and practices, the financial markets, investments and insurance based products
Concepts and regulations related to financial planning
Company's working structure, policies, mission, strategies, and compliance guidelines
Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Detailed orientation to ensure quality standards are met without impairing workflow
Following-up to ensure resolution and completion of tasks
Read and interpret technical and legal documents, and apply the information as appropriate
Provide a high level of customer service in a calm, courteous and professional manner
Work independently as well as collaboratively within a team environment

156

Financial Planning & Systems Manager Resume Examples & Samples

B.S. or B.A. in Accounting, Finance, Economics, or Business Administration required, MBA a plus
Minimum 3 to 5 years' experience in related Accounting systems, Process Management and Integration, or Financial Planning and Analysis experience
CPA, CFA or Six Sigma designation a plus
Proficient in Microsoft Outlook and Microsoft Office Suite. Knowledge of accounting software and reporting such as PeopleSoft, Hyperion, or other financial reporting tools. Process flow software such as Visio is highly desired
Industry Knowledge - Strong understanding, knowledge and experience in financial industry
Strong knowledge, theories and concepts of project management methodology, process development, change management and implementation
Familiarity with financial planning and analysis, accounting, and reporting. Ability to identify and affect appropriate risk and control mechanisms
Identifies market trends and dynamics and acts on them; anticipates emerging Accounting needs and opportunities; assesses risks and rewards of new business opportunities

157

Services Financial Planning & Analysis Analyst Resume Examples & Samples

Own the existing FP&A operation through reporting, forecasting, analysis and driving critical initiatives
Provide financial leadership to both the Services Finance Leader and General Manager, as well as to the Global FP&A Leader of Distributed Power, in order to support operational growth, efficiencies and strategy
Manage FP&A reporting for the Services side of the business including monthly/quarterly closing, KPI reporting, variance analysis, DR reporting & financial planning sessions, etc
Use deep domain knowledge to drive process improvements and automated analytical/digital tools
Provide leadership on key initiatives and drive simplification projects that will facilitate and increase capacity for value-added financial analysis, key Performance Indicators
Bachelor’s degree in Accounting, Finance, or Business Administration or equivalent
Ability to influence and build strong business partnerships
Process mindset: successfully led projects/process improvement within operations/finance function involving process improvement; able to quickly grasp new ideas
Good verbal and written communication skills and the ability to communicate results in a clear/concise manner
Prior experience in Financial Planning & Analysis
For GE applicants: FMP/CAS graduates preferred

158

Financial Planning & Analysis Leader Resume Examples & Samples

Lead the development of comprehensive business / financial forecasts (Op Plan, S1, S2) and help manage the business to meet its financial goals
Lead the communication of financial plans / results / analysis
Lead tracking & short term forecasting of financial performance
Perform special analysis of any arising issues and recommend solutions to complex business issues
Evaluate processes and identify improvements
Bachelor's degree in accounting or finance
Proven experience in FP&A with relevant financial / forecasting experience
Fully Qualified Accountant (CIMA/ACCA/ACA/ICAEW/ICAS)
Ability to anticipate, identify, and resolve complex financial issues
Interest in operations, demonstrated willingness to get involved on operational financial issues
Solid track record of delivering results

159

Specialist, Financial Planning & Analysis Resume Examples & Samples

Review and understand government regulation, solicitation requirements and UTC/UTRC’s internal regulations related to proposal pricing, provide recommendations and guidance as required
Prepare cost and pricing data for UTRC proposals to the U.S. Government, other UTC Business Units and other external customers
Maintain and update UTRC finance policies, procedures and standard work related to proposal pricing
Participate in government contract negotiations as requested by the Contract Manager
Review government contracts and modifications prior to UTRC execution to make certain that they are responsive to internal UTC/UTRC procedures and policies, recommend changes as appropriate
Support all proposal pricing and contract governmental and independent audits

160

Financial Planning & Forecasting Systems Analyst Resume Examples & Samples

Minimum of 3 years of financial applications systems experience required
Strong accounting skills required
Financial applications systems experience preferred

161

Financial Planning & Analysis & Business Control Resume Examples & Samples

Develop and evolve management reporting: ensure the business departments and the corresponding executives understand their key numbers, key value drivers and KPIs. Develop the appropriate reporting down to key actions
Own and evolve the numbers for the 5 Year plan and budget: work with the Executives and the Senior Management Team, and the strategy department to develop the annual and the long term strategic plan ensuring clarity of drivers, milestones and numbers
Develop and manage the appropriate top down and bottom up budgeting and forecasting processes: compile the information, manage the assumptions and develop the budget through both top down and a bottom up processes
Provide business decision support: evaluate options, develop and validate business cases against new projects and strategic initiatives, support business initiatives. Partner with the various departments to provide financial structure, context and guidance to on-going business initiatives
Prepare in-depth analysis of the business and management reporting, challenge the business results, continuously evolve the reporting to reflect evolving context, data availability and priorities
Enhance business controls and FP&A, lead the change management process for management reporting, forecasting and financial planning
Assist in systems evolution: in a context where we are evolving our systems and processes to omni-channel capability, own the forecasting and management reporting sides of that evolution
Define the appropriate business controls for each area and ensure they are implemented; continuously drive improved reporting and business control
Comply with all Health & Safety policies and requirements
Recruit, select, hire and on-board the best talent; lead, coach, motivate and retain a team of high performing employees that is capable of delivering results by owning, explaining, criticizing and improving the management accounts, key value drivers and associated departmental reporting
Recognize and reward extraordinary performance; give feedback and develop performance improvement plans for underperforming employees. Implement succession planning, team building and skill development
Post-secondary degree in a related field or equivalent work experience, CA, CFA or CMA required, MBA preferred
15+ years of post-university work experience, including a minimum of 7 years planning & analysis and 3 years’ leadership level experience
Demonstrated leadership and influencing skills with the ability to get things done; be viewed as a trusted advisor of business leadership
Proven ability to operate under pressure, to manage competing priorities and meet deliverables
Demonstrated collaborative thinking, ability to build cross-functional approaches and consensus. Need at the same time to be able to establish a unique point of view
Excellent interpersonal skills; a team player who is able to act as both a leader and an individual contributor as required
Confident and effective communication (written & verbal) skills
Adaptable and comfortable with ambiguity and change
Passionate about retailing, interested in transformation, fashion and luxury retailing

162

Financial Planning Resume Examples & Samples

40% Regional Function Allocation, Reporting and Analysis
Develop the processes to effectively track and allocate regional enterprise costs to appropriate entities
Partner with various functions like Strategic Marketing, and others operating at group or enterprise level
Also partner with CoE’s, Corporate Finance Reporting , to determine proper allocation methods
30% Accounting & Finance Regional Scorecard and Metrics
Collaborate A&F partners an in region to aid in consolidation of key process metrics; including Finance Shared Sservices stabilization, SAP stabilization, transformation target metrics
Analyze costs and track per scorecard metrics progress towards achieving organization targets
30% Budget, Forecast, and Reporting
Develop and manage process of functional budgeting for North American Region
Provide monthly reporting needs to functions, including budget vs. actual and forecast
Partner with A&F, COE’s, FSS, functional partner, and business partners as necessary
9 + years financial experience including cross function/Business consolidation, analysis, and/or budgeting
Ability to solve problems and provide sustainable solutions
Continuous improvement mind-set and a high level of intellectual curiosity
Demonstrated ability to manage multiple priorities and meet tight deadlines
Ability to translate financial information in a meaningful manner to business partners
Ability to collaborate across regions, across enterprises, across functions, and across all levels of the organization
Strong understanding of current finance and accounting systems, structures, and processes
Demonstrated change agility and continuous improvement mindset
High degree of intellectual curiosity and ability to translate that into meaningful action
Ability to create and maintain sustainable processes to meet business, group, and enterprise needs
Demonstrated ability to understand and use technology to improve process and control
Ability to travel as needed, up to 10%
Experience as an analyst in a large business, enterprises
Strong understanding of processes and systems in Cargill
Understanding and experience working with JDE, SAP

163

Go to Market Financial Planning & Analysis Lead Resume Examples & Samples

70%
Proven success in FP&A - Understanding of sales drivers and ability to ask the right questions, develop analytics to support potential options, and drive decision making with commercial leaders,
Development of key metrics, ability to monitor projects, and willingness to hold people accountable
Demonstrated experience in strategic pricing and go to market drivers
Demonstrates high degree of curiosity. Invest time and energy into learning. Seeks different points of view and perspectives (internal and external). Relates to others with candor, openness, and transparency
Demonstrated Flexibility and ability to deal with ambiguity
Ability to travel 20-25%

164

Mgr, Financial Planning & Analysis Resume Examples & Samples

Prepare and present the consolidated financial monthly results, monthly forecast and profit assurance outlook to SIS senior leadership and UTAS FP&A
Support the UTAS Enterprise Excellence meetings, Trimester and OMM reviews with financial presentations and analyses
Lead the annual financial plan process and prepare financial analyses for the long-term strategic plan
Lead consolidations and quarter-end financial reporting for SEC external reporting
Provide key drivers for income statement and cash flow performance
Analyze financial forecasts for risks and opportunities
Coach and develop a team of financial analysts
Collaborate with SIS finance associates across the company to improve financial analysis capabilities
Ability to work in a fast-paced and dynamic environment

165

Mgr, Financial Planning & Analysis Resume Examples & Samples

Participate in the development of the Duke University Health System (DUHS) financial plan
Manage financial analysis for client groups as assigned
Develop financial analysis and related management reports in support of leadership requirements
Lead a team of financial analysts to perform non- repetitive financial analysis functions
Provide liaison with DUHS senior financial management, DUHS business CFO's, Finance Directors, University senior accounting and finance personnel, and internal auditors regarding financial and statistical reporting
Manage, document and monitor business plan development
Manage post completion project audits, as assigned
Write, evaluate and document policies and procedures; communicate process methodologies and requirements for financial analysis, budgeting and capital planning
Review work and train lower level employees
Recommend various personnel actions including, but not limited to, hiring, performance appraisals, transfers, promotions and vacation schedules
Perform other related duties incidental to the work described herein
*****************************************************

166

Financial Planning Professional Resume Examples & Samples

At least 2 years experience in Perform Fin Analyst Role For Consolid & Planning
At least 2 years experience in Apply Accounting Skills
At least 2 years experience in Apply Corporate Finance & Accounting Principles
At least 2 years experience in Apply Business Controls Requirements
English: Intermediate
Ukrainian: Fluent
Russian: Fluent

167

Investments Financial Planning Lead Consultant Resume Examples & Samples

Key participant in Investment Planning and Forecasting
Storyline both Plan and Forecasted results
Analyze Plan scenarios and portfolio actions on Plan
Preparation of monthly attribution to Plan results
Develop forecast of private asset income
Participation on internal management reporting of Investment Operating Plan
Analysis and reporting of progress toward overall Investment goals, requiring a thorough understanding of planned, forecasted and actual results
Participating in preparing presentations for Board of Director and internal committees
Assist in month end analysis
Strong understanding of investment markets under varied capital market environments
Ability to understand and analyze portfolio action impact on corporate balance sheet and investment performance
Strong knowledge of a variety of investments, corporates, munis, private and public equity and their impact on financial results
Financial reporting, corporate finance, and financial statement analysis, investment focus preferred
Ability to effectively and professionally communicate and storyline results with various levels of management via reports, memos, and verbal communications
Strong leadership, organizational and time management skills
Works effectively in a team environment and independently
Flexibility to adapt to changing work priorities and assignments and deadline driven
8+ years of finance, accounting and/or reporting experience, preferably in the Investments or Financial Services industries
Thrive on change and continuous improvement
Demonstrate and foster a sense of urgency, strong commitment, and accountability while making sound decisions and achieving goals
Focus on exceptional customer service and drive innovation to create an atmosphere that supports new ideas and initiative
Strive for effective communication that results in teamwork, shared knowledge, and ideas
Contribute to the creation of a work environment where people from diverse cultures and backgrounds work together effectively
Be of unquestionable integrity, ethical and moral character
Deal effectively with ambiguity, change and adapt appropriately to a range of situations
Demonstrate commitment to lifelong learning and personal development
Be willing to adhere to the following in order to ensure adherence to Allstate Investments compliance requirements and policies

168

Financial Planning & Analysis, Director Resume Examples & Samples

The role is responsible for the monthly management reporting close process, including the internal management reporting data and the external financial reporting data for the Business Segments (FAS 131), as well as managing the production group that uses the OFSA application, which interfaces with the data warehouse, financial instrument tables, and the general ledger
Business owner for the two current OFSA installations (East & West), and business owner for the future OFSAA installation Americas-wide
Responsible for applying management reporting methodologies to financial data including

169

AVP, Financial Planning & Analysis Resume Examples & Samples

Maintaining and building a focus on talent that creates an exciting, engaged and successful place for the best of the best to start, grow and elevate their careers
Delivering innovation that challenges traditional thinking and solves the emerging challenges using the principles of Brighter Way Management
Being a trusted partner with the Business Units in SLF Canada and Corporate Finance
Professional Accounting designation with 10+ years of Insurance or Financial Services industry experience
Leadership roles across Business Unit Finance teams

170

Junior Financial Planning & Analysis Specialist Resume Examples & Samples

MS Excel
0-2 years of working experience
Knowledge of banking industry

171

Financial Planning & Analisys Resume Examples & Samples

Develop effective and efficient operating model with international FP&A teams to smoothly migrate activities into the site
Develop analytical support working with local FP&A teams and their business partners
Research and interpret factual information and identify inconsistencies in data or results
Understand the business and operation model to participate in the annual and short term forecast processes
Add value by making judgments and recommendations based on analysis and domain knowledge
Work on interpreting and summarizing data and any Ad-hoc request based on the business necessity. Specific activities may include

172

Team Lead-financial Planning & Analysis Resume Examples & Samples

10-15 years of related financial services experience
Experience partnering with business unit leaders and managing staff
Strong quantitative, financial and analytical skills
Budgeting / forecasting skills
Proficiency with computer platforms and applications

173

Manager, VR Accelerator & Financial Planning Resume Examples & Samples

Identify potential program participants
Screen applicants
Interview and interface with potential participants
Prepare presentations for investment committee
Help in structuring program and curriculum
Interface with program participants
Interface with mentors and setup interactions
Run demo days
Coordinate with rest of Vive X team in other global locations
Learn, grow, have fun!
Develop KPI measures for each aspect of the VR business unit
Interface with all the key leaders in the VR business unit
Link KPIs to an overall financial model for the VR business
Track progress and update quarterly
Share and present at the CEO and Board level

174

Specialist, Financial Planning & Analysis Resume Examples & Samples

6-10 years of experience in a related field such as Proposal Pricing, Contract Administration and/or Government Accounting required
Proposals Pricing experience across multiple government agencies preferred,
Knowledge of CAS, FAR and DEAR
Knowledge of SAP a plus

175

Financial Planning & Analysis Specialist Resume Examples & Samples

Ability to interact with customers in a responsive and respectful manner
Ability to interact with people at all levels of the company
Works well independently and with a team
Strong analytical and time management skills
A willingness to continuously increase your knowledge, experience and skill set in the Government side of UTC’s business

176

Financial Planning & Analysis Specialist Resume Examples & Samples

Ability to handle multiple assignments
Advanced Microsoft Office tools (Excel, Access)
Experience with SAP
Prior exposure to U.S. Government Contracting
Prior exposure to aftermarket business

177

Financial Planning & Analysis Specialist Resume Examples & Samples

7+ years combined technical, financial and/or operations experience is required
Broad knowledge of engine configurations, BOM structures, materials, manufacturing processes, and strong Excel skills are essential
Working knowledge of SAP, Business Warehouse, TeamCenter, database management, parametric cost estimating, and manufacturing part cost are a plus

178

Financial Planning & Applications Analyst Resume Examples & Samples

Maintenance and support of global financial systems/applications - including but not limited to: FORE, FIT, EAI, Longview Tax tool
Manage master data changes and maintain tables and queries respectively
Monitor finance applications during monthly closing and reporting – including but not limited to Global FORE (SAP BW), FIT (Business Objects), EAI Interface (TIBCO)
Provide financial data to all incorporated applications, such as PPRS and Corporate HFM
Develop Queries and Workbooks and document accordingly
Support and/or lead various applications related projects initiated by Group Finance
2+ years of experience in Financial Planning & Analysis (where dealing extensively with Financial Planning IT applications/systems), Reporting and/or Controlling
Strong understanding of the Accounting rules & guidelines (e.g. IFRS) – an Accounting certification will be nice to have but not mandatory
Excellent Excel hands-on knowledge is critical while VBA insights will be an asset
Previous experience with SAP BW (as a key user and/or business analyst), and preferably some background with SAP BO and/or SAP BI
Proven background with supporting strategic and investment decisions, commercial and industrial plans, and products portfolio within a multinational organization/environment
Excellent analytical skills, proven methodical approach and high attention to details
Good capacity to prioritize in between multiple projects concurrently to meet tight deadlines in a rapidly changing environment
High ability to build and maintain business partnerships at all levels (“C” levels included), in order to drive change and/or to obtain buy-in from various stakeholders
University degree in Accounting, Economics and/or Business Administration
Business fluent in English while German and/or French skills will be a plus

179

Wealth Financial Planning Strategist Resume Examples & Samples

Market fee-based financial planning services to affluent prospects using established procedures, methods, and practices. Recognize financial planning and product implementation opportunities and communicate these to the client and appropriate Wealth team members during the planning process
Lead specialty platforms and special projects designed to improve the overall tactical and strategic planning group objectives or specific market segment (e.g. – estate and gift tax planning, business planning), and timely report conclusions, updates, and progress back to WFP management
Exercise strong understanding of the WFP process and how it relates to, is implemented, and is explained to the Wealth service platform, as well as supporting internal documents. Proactively explain WFP processes, procedures, and products to Wealth team members
Be a subject matter expert (SME) for BB&T Wealth in a specific knowledge area related to financial planning (e.g., estate and gift tax planning, business planning)
Ensure that the Financial Planning process and workflow are being followed in order to provide the proper advice to planning clients. This includes all necessary internal and client meetings with Wealth team members and other BB&T Integrated Relationship Management (IRM) partners
Remain knowledgeable and up-to-date on personal financial issues, regulations, investment philosophies, and planning techniques. Then, through designated software, work with Financial Planning Analyst to identify gaps/shortfalls in client’s goals and objectives and provide proper advice and potential solutions
Display ability to interact and explain complicated financial planning issues as well as creating and delivering planning recommendations with both clients in excess of $15 million net worth and Wealth team members. Utilizing the Recommendations Letter, communicate appropriate next steps in addressing objectives and concerns from the financial plan
Attend and participate in weekly Wealth Team sales meetings as well as established WFP teleconferences, meetings, and activities
Preserve the confidential nature of client’s personal financial data and obtain and share data according to BB&T policies, guidelines, and ethics requirements
Bachelor’s degree in financial services-related discipline such as Business, Accounting, Trust Management, Banking or Finance, or equivalent education and related experience
Ten years of professional work experience with demonstrated superior competency in area(s) of concentration of which at least seven years is specifically in the financial planning arena
Proven experience with group facilitation, presentations, and public speaking
Strong interpersonal and relationship management skills
Demonstrated proficiency in basic computer applications such as Microsoft Office software products

180

Financial Planning Internship Resume Examples & Samples

Enrollment in a CFP Board of Standards Registered Program - Bachelors, Masters, PhD, or Certificate
A burning desire to learn and grow
A sense of humor
Strong communication, verbal and written, skills
The ability to give and receive candid feedback
A sense of adventure and creativity
The ability to push yourself harder than others push you

181

Wealth Financial Planning Strategist Resume Examples & Samples

Market and sell fee-based financial planning services using established procedures, methods, and practices. Recognize financial planning and product implementation opportunities and communicate these to the client and appropriate Wealth team members during the planning process
Demonstrate initiative by volunteering to lead special projects designed to improve the overall tactical and strategic planning group objectives (e.g. – workflow efficiency, software enhancements), and timely report conclusions back to WFP management
Illustrate strong understanding of the WFP process and how it relates to, is implemented, and is explained to the Wealth service platform, as well as supporting internal documents. Proactively explain WFP processes, procedures, and products to Wealth team members
Develop specific area of expertise (e.g. asset allocation, insurance) related to detail and complex financial planning in order to be a resource for other FPS across the footprint. Research details of related planning techniques and products available to Wealth clients. Communicate findings and update Wealth Strategists and team members regularly
Ensure that the Financial Planning process and workflow are being followed to provide the proper advice to HNW planning clients. This includes all necessary internal and client meetings with Wealth team members and other BB&T Integrated Relationship Management partners
Remain knowledgeable and up-to-date on personal financial issues, regulations, investment philosophies, and planning techniques for affluent individuals and families. Then, through designated software, work with Financial Planning Analyst to identify gaps/shortfalls in client’s goals and objectives and provide proper advice and potential solutions
Demonstrate ability to interact and explain complicated financial planning issues as well as creating and delivering planning recommendations with both clients in excess of $10 million net worth and WM team members. Utilizing the Recommendations Letter, communicate appropriate next steps in addressing objectives and concerns from the financial plan
Attend and participate in weekly WM Team sales meetings as well as established WFP teleconferences, meetings, and activities
Create strong working relationships with attorneys, accountants, and other advisors that work with affluent market segment to assure quality administration and increased business opportunity. Represent BB&T in civic, community, government, banking and professional groups
Bachelor’s degree in financial services-related discipline such as Business Administration, Accounting, Trust Management, Banking or Finance, or equivalent education and related experience
Seven years of professional work experience with demonstrated competency in area(s) of concentration of which at least four years is specifically in the financial planning arena
Proven and successful experience in marketing and selling fee-based financial planning services
Strong written, verbal, problem-solving, and analytical skills

182

Assistant Director of Financial Planning Resume Examples & Samples

College degree, Accounting major preferred
Fluency in job related English, both verbal and non-verbal Clear and effective communicator
Compute basic mathematical calculations (add, subtract, multiply and divide numbers)
Tech savvy, previous experience with computers, systems and accounting software
5 years of finance/accounting experience in the hospitality industry
The candidate should posses strong excel skills, and have knowledge of hotel PMS, POS and back office accounting systems

183

Mgr, Financial Planning & Analysis Resume Examples & Samples

Develop financial forecasts and conduct analysis in support of the monthly Business Area Financial Reviews, quarterly Profit Reviews, and Annual Operating Plan (AOP) and 5-Yr Strategic Plan (5YP) reviews
Present results and forecasts to the Clear/Cod and MSS leadership teams
Interface with MSS FP&A and accounting to support the monthly close and ensure accurate revenue recognition
Consolidate and report program metrics, CIP / actionable assets, and staffing analysis
Develop and manage monthly forecasts
Develop yearly NBI requirements and monthly NBI reports
Coordinate development of quarterly EAC schedule and reporting
Conduct ad-hoc analysis
Actively support program bidding and pricing efforts, including, costing/pricing, analyzing cash flows, creating budgets in reporting tools
6+ years of experience in a finance or business related role
Experience with financial modeling and analytical problem solving
Experience managing multiple priorities with limited oversight and prioritizing workload
Ability to obtain a secret clearance
Proven time-management skills with ability to ensure critical deadlines are achieved
Detailed understanding of key financial metrics
Demonstrated ability to work in cross functional teams and an ambiguous environment
Ability to frame and interpret issues for Senior Management
Experience with SAP, BPS, PMX Tool Suite, and MS Office
Prior experience working on complex programs
Previous experience/knowledge of Federal Acquisition Regulations (FAR), Cost Accounting Standards (CAS) and generally Accepted Accounting Principles (GAAP)
Familiar with Raytheon Company structure, products, vision, strategy, goals, and values
Existing secret clearance or ability to obtain secret clearance
EVMS Certification
Bachelor’s Degree business, finance, accounting or other relevant discipline

184

Financial Planning & Analysis Associate Resume Examples & Samples

Financial budgeting, reporting, forecasting and analysis for Global Supplier Services
GSS wide efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, project and contract reporting and analytics
Creation of financial business cases supporting GSS initiatives
Firmwide supplier spend reporting and analytics
Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management in GSS
3+ years of professional experience, with a concentration in financial planning and analysis
Strong Microsoft Excel and Access skills
Experience with Essbase and VBA preferred
Bachelor’s degree in Finance/Accounting
Solid understanding of key strategic frameworks/ financial concepts and application of same within the firm
Ability to develop, synthesize and present perspectives on key strategic/financial issues
Strong interpersonal and communication skills, creative thinker with ability to simplify concepts and create or oversee the creation of PowerPoint/Pitch Pro documents
Ability to work effectively with senior management and work well under pressure
Proven experience in a leadership capacity demonstrating project management skills/multi-tasking (e.g., balancing workload between short-term and longer-term projects)
Strong work ethic, leadership skills and a team player

185

Go to Market Financial Planning & Analysis Lead Resume Examples & Samples

70% Financial Planning & Analysis
Leads the annual planning and forecasting process GTM, understanding key commercial drivers and related sensitivities. Understands controllable and uncontrollable (macro economic) factors impacting the business, proactively works with business leadership to develop actionable plans to respond to controllable factors
Supports the strategic planning process of the business (with the business Managing Director) by working closely with the Enterprise Strategy leader
Builds strong knowledge of customers, costs, and drivers to provide key leadership in sales approach and cost savings opportunities
Delivers clear presentations including defending positions on controversial topics, adapt style to continuously seek ‘win-win’ solutions
Communicates as an official spokesperson for the function within the business group and enterprise in a variety of settings
30% Business Partnership and Leveraging of Resources
Champions the Finance Transformation by relying on the Accounting & Finance organization to produce accurate and timely financial and management The FP&A lead is not directly responsible for data collection processes, producing budgets, reports or forecasts. This requires an effective relationship with the Accounting and Finance teams
Bachelor's degree or higher in finance/accounting/economics or business related degree
8+ years of experience - including experience in a sales related organization
Proven success in FP&A Understanding of sales drivers, ability to ask the right questions, develop analytics to support potential options, and drive decision making with commercial leaders
Ability to travel 20-25% (regionally and internationally)
Master’s Degree or higher in Business, finance or economics
Sales and Commercial experience
International business experience

186

Financial Planning Consultant Resume Examples & Samples

Share results of client discussions and coordinate delivery of products/services sold with the relationship manager
Educate Advisors and relationship managers about the role of the FPC and establish the FPC as an integral part of the branch network salesforce by motivating relationship managers to make referrals
Conduct regular information sessions for relationship managers
Conduct information sessions with the CIBC sales force and current/potential customers to educate regarding investment products/services, estate and business transition planning as well as the role of the FPC, resulting in deepened client relationships
Remain up-to-date with current events, market information/trends, products, etc. in to provide optimal investment advice to clients and to share information with relationship managers

187

Financial Planning Junior Analyst Resume Examples & Samples

Support for the group subsidiaries in reporting processes for actual and forecast (prepare the applications for reporting, communicate guidelines and calendar, manage accesses, offer 1st level support on the tools, perform checks on data submitted and provide feedback)
Functional administration of the Group financial applications (perform tests on tools evolutions and corrections, run specific procedures, Input/import data into reporting systems, check and identify anomalies, track corrections)
Prepare analysis reports to support decision making and participate in interpreting results
1-3 Years of experience financial domain
Good understanding of accounting and finance principles
Computer literate with good Excel skills
Working knowledge of consolidation and financial information systems (Essbase and HFM systems knowledge would be a plus)

188

Financial Planning Consultant Resume Examples & Samples

Work with customers to analyze and identify their investment needs using appropriate investment planning methods/tools. Develop recommendations as to how customer investment needs can best be met and based on these, close the sale
Analyze customer portfolios and prepare investment plans
Educate customers about the Financial Planning Consultant role
Establish and maintain teamwork with relationship managers within the branch network in order to identify current and potential High Value Customers with investment needs and obtain referrals
Successful completion of the CFP program

189

Financial Planning & Analysis Leader Resume Examples & Samples

Be the primary owner and manager of a team of two analysts responsible for forecasting, goal setting, budgeting, reporting, decision support, and analysis
Lead the efforts and collection of information required to develop, analyze, and/or modify financial plans, which include the monthly risk and opportunities, quarterly forecast, annual operating plan (AOP) and long-term strategic plans (LRP)
Lead the monthly operating review (MOR) process. Perform management reporting and analysis, including preparation of analyses for the Global MOR. Utilize high level analytical skills in reviewing monthly, quarterly and year end results
Partner with the ISC & Engineering Finance team to coach, mentor, train, and raise the overall acumen of the team
Monitor and report financial performance, analyze and interpret operating results, investigate variances and unusual items; and evaluate their effect on operations. Report results along with recommendations for action
Development of analytical tools make recommendations for resolution of problems. Design, improve and maintain financial systems and models
Determine new offerings and enhancements, sustainment, or retiring of existing reports and tools
Participate in the monthly close process
Bachelor degree in a business related area
Minimum of 6-8 years of finance or accounting experience in an engineered to order manufacturing industry

190

Financial Planning & Analysis Specialist Resume Examples & Samples

Develop and generate financial reports, both routine and ad-hoc
Summarize conclusions from financial analysis on a pro-active basis and provide key takeaways to business units, corporate finance, and senior functional management
Assist with Planning & Strategy presentations
Coordinate amongst Finance directors & their teams for various projects & discussions
Create and translate operating plans and forecasts into financial plans and projections to ensure that the organization achieves its financial targets
Provide timely explanations of variances between actual results and forecasts/budgets
Assist in the preparation and explanation of the P&L to management
3-5 years of experience
MBA Finance/CA
Strong finance experience in a professional business environment is ideal
Prefer accounting/FPA experience
Demonstrated proficiency in Microsoft Excel, Word & PowerPoint
Demonstrated proficiency in providing accurate and detailed financial analysis in a fast-paced, customer-focused environment
Demonstrated internal customer service skill
Proactive individual who should take initiative with an analytical bent of mind

191

Financial Planning & Analysis Specialist Resume Examples & Samples

Setup, standardization and implementation of financial processes and controls across multiple foreign legal entities
International contract proposal reviews
Part valuation analysis in coordination with Military Engine pricing
Support accounting oversight of legal entities including but not limited to forecasting, consolidation budgeting, scheduling, variance analysis data, and risk reviews
Liaison with foreign legal entities and their management. Communicate results and concern on financial matters
Ensure USG Government Sarbanes Oxley compliance, UTC Financial Manual and other compliance matters
Standardize and monitor initial banking controls and requirements
Transfer best practices across global F135 entities
Perform analysis on funding, billing, termination liability, MAMs and EACs
Support the preparation and analysis of monthly contract deliverables used in the project management of the F135 Programs
6-12 years of relevant experience

192

Financial Planning Anlayst Resume Examples & Samples

5+ years accountancy experience in a commercial environment
Professional qualification in the field of accountancy (ACA, ACCA, ACMA or equivalent)
Knowledge of CRM, ERP and Microsoft applications
Experience with budgeting, cost estimation and analysis and fiscal management principals and procedures
Extremely Strong Excel Modelling capabilities
Capable of communicating Financial metrics to senior management

193

Financial Planning & Analysis Lead Analyst Retail Bank Resume Examples & Samples

Strong Excel / PowerPoint knowledge required; Essbase proficiency preferred
Highly developed quantitative and analytical skills required
Ability to create and manage complex financial models and communicate the outputs thereof
Candidate must possess strong communication skills and be efficient, organized and highly motivated

194

Team Lead-financial Planning & Analysis Resume Examples & Samples

15+ years of financial modeling, planning, reporting and analysis experience, preferably in a product development role
Previous management experience of finance professionals
Excellent analytical, problem-solving and financial modeling skills
Proven budgeting and forecasting skills
Experience in financial services industry, regulated trading platforms and emerging global regulatory regimes

195

Financial Planning Product Manager Resume Examples & Samples

Bachelor’s degree in finance, business, or financial planning. Advanced degree a plus
10+ years in the financial services and/or financial planning industry
A related industry designation or willingness to obtain (e.g., CFP, ChFC)
Strong and expert knowledge of

196

UK Financial Planning Manager Resume Examples & Samples

Own the detailed sales forecasting model & submission along with building detailed store sales budget models, in collaboration with the Commercial Financial Controller and Retail Director
Oversee comprehensive budget management, forecast & analysis across all channels including: store, E-Commerce and Direct sales turnover, margin & opex modelling
Provide commercial finance to support informed business decisions increasing growth & profitability
Track, analyse and report sales, margin and KPIs by a variety of channels and sales drivers
Lead Gross Margin Reporting and direct channel operating costs
Partner with Zone Commercial team to forecast sales, margin, discount and volume
Advise channels on incentive & productivity targets and tracking subsequent results
People management responsibilities for 2 direct reports
Overall responsibility for month end and P&L reporting

197

Financial Planning & Analysis Associate Resume Examples & Samples

Manage a robust Management Information System, covering all the components of managerial accounting to create various analyzing reports
Design and maintain a robust budgeting/forecasting process in line with new process
Reconcile the managerial data with financial statement items and manage the data on multiple managerial accounting standard in OFSA
Create an efficient procedure and database to analyze performance by business unit level Regulatory Reporting
Keep abreast of regulatory changes
Prepare quarterly, semi-annual and annual HO and regulatory reports
Participate in various bank-wide or department specific projects to ensure accuracy and completeness of data
Identify and assist with correcting regulatory deficiencies and implementation of solutions
Respond to inquiries or request for information from regulatory agencies, HO, internal and external auditors or other areas in the Bank. Accounting/Internal Control
Conduct SOX facilitation meetings with management of various departments
Coordinate and oversee monthly SOX testing process
Prepare monthly financial closing and reporting process
Oversee and coordinate regular reconciliations, closing processes. Tax/Transfer Pricing Unit
Prepare transfer pricing billings to affiliates in the Americas, monitor accounting treatment of intercompany payments, identify and maintain affiliate transactions within the Americas, and examine arm's-length nature of intercompany transactions
Assist Unit Head in overall planning and implementing of annual transfer price revisio
Validate monthly billing posting to the General Ledger and update management report
5-7 years’ experience in managerial accounting in financial sector
Strong financial modeling/valuation and analytical skills
Experience in Financial Institutions and/or Bank & Thrifts preferred
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Excellent technology skills with superior Excel, Hyperion Essbase and PowerPoint skills and ability to quickly learn new software applications
Commitment to strong teamwork environment

198

Financial Planning Consultant Resume Examples & Samples

CFP (Certified Financial Planning) or CFA (Chartered Financial Analyst) qualification preferred
Solid experience of portfolio management, market research or sales experience in wealth management business
Strong knowledge of Wealth Management products
Proven years of relevant experience
Results driven and Customer oriented
Fluent in Cantonese, English and Putonghua

199

Supervisor Financial Planning & Analysis Resume Examples & Samples

Prepare and analyze forecasted consolidated balance sheet and cash flow statement
Perform monthly analysis of actuals vs Plan / LBE for Balance Sheet and Cash Flow
Prepare and analyze working capital metrics including DOH, DSO, and DPO by division on a monthly basis
Provide effective and meaningful financial decision support to the Corporate Controller, including any ad-hoc analysis requests
Load Rolling LBE submission templates and assist in Total Abbott consolidation and preparation of management review package
Ensure alignment on cash flow planning assumptions between CFP&A, Treasury, Financial Reporting, and Divisions
Strong Analytical Skills
Basic Understanding of Balance Sheet / Cash Flow
Operate independently
Projects can be varied and complex; use of innovative thinking is required
Strong Communication skills to interact with Divisions and Corporate functions as well as various levels of management
Adaptability to changing priorities

200

Financial Planning Resume Examples & Samples

Building strong relationships with other finance constituency throughout the Company including Accounting, Treasury, Investor Relations and Business Unit Finance teams
Managing the development of our annual business plan and long-term financial forecast
Managing and Leading analysis through our proprietary profitability analysis tool
Analyzing business data to provide recommendations and actionable insights to improve business performance
Preparing quarterly Board presentations with a strong focus on accuracy and timeliness
Providing a sharp focus on financial process improvement through leveraging of technology and existing tools
Ability to work collaboratively within the organization
Solid knowledge of financial statements analysis and reporting including a strong understanding of balance sheet and cash flow statements
Ability to multi-task, strong organization skills and is deadline driven
Proficiency in Microsoft Office applications with extremely solid Microsoft Excel skills including macros
Requires excellent analytical ability with strong attention to detail
Intermediate level of skill with MS PowerPoint (creates presentation, charts, insert graphs & tables)
Knowledge of Hyperion Brio, Tableau and Hyperion Essbase strongly recommended
Strong record of academic and managerial achievement

201

Financial Planning & Controlling Manager for Internal Audit Resume Examples & Samples

Manage Internal Audit’s relationship with Group Finance/Controlling
Lead the department’s response to all requests around the departments financials such as the development of IA’ annual financial and headcount budget; coordination of budget submission and approval process with Group Finance/Controlling and support related negotiations
Create management reporting which allows Managing Directors within the department to take decisions with confidence. This includes monitoring departmental costs ; managing cost allocations and recharges. Define/maintain expense approval chains, in alignment with the Department’s organizational structure
Manage administration of IA’s outsourcing agreements and act as point of contact to the Group’s Sourcing and Vendor Management team
Acting as main point of contact regarding audit action remediation tracking (MICOS AT), in particular

202

Financial Planning & Analysis Associate Resume Examples & Samples

Variance analysis of budget vs. actual results
Assist with cash flow projections, balance sheet, and P&L preparation
Assist with forecasting, ad hoc analysis, trends, and expense analysis
Maintain banking relationships
1-2 years accounting experience, preferably in manufacturing
Strong technical aptitude - Excel and SAP
Ability to communicate effectively with all levels of staff

203

Intern, Financial Planning & Analysis Resume Examples & Samples

Analyze hotel performance using financial and statistical techniques to identify trends and explain anomalies
Deliver ad hoc analysis and recommendations that encompass strategic direction, optimal value creation and proper focus of resources
Utilize statistical and data visualization techniques to develop innovative approaches to complex business problems
Identify implication of strategic decisions on future performance and communicate results to leadership team

204

Financial Planning Consultant Resume Examples & Samples

Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis
Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives
Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals
Prepares presentations that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design
Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
Prepares files for meetings with existing and new clients
Prepares, coordinates and follows through on any needed communication with new or existing clients
Continuously monitors clients’ financial situations with detail and accuracy, with the ability to the look at their overall financial picture
Responds to client questions by telephone, email and occasional personal visits
Educates client on the functions of various securities markets and the principal factors that affect them
Assists with guidance on small business planning
Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate
May participate in client presentations
May open, transfer, and close customer accounts and maintain appropriate account records
May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions
Ensures firm and regulatory policies are followed within compliance standards
Fundamental investment concepts, practices and procedures used in the securities industry
Effective verbal and written communication to deliver clear, effective, and professional presentations
Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions and changing priorities
Use oral and written communication skills sufficient enough to interact effectively with and guide clients on various planning options
Continuously learn investment products, industry rules and regulations, and financial planning
Establish and maintain effective working relationships at all levels of the organization.with clients
Analyze daily activity reports for sales practice, suitability and performance issues
Bachelor’s degree in related field and two (2) years experience in the financial, retirement and estate planning field or in marketing these services

205

Specialist, Financial Planning & Analysis Resume Examples & Samples

Manage the forecasting, annual planning and monthly closing / flash process for the National Strategic Accounts group of the Automated Logic business division of US Field Operations
Perform ongoing internal reporting requirements such as business unit, product line, and daily sales and backlog
Annual business/financial plan development for US Field Operations
Experience in HFM, SAP, MSD, M3/Lawson, BI, and Excel
Flexibility to be able to manage competing priorities

206

Financial Planning Trainee Resume Examples & Samples

Elaborate financial statements in line Corporate Policies and Procedures
Provide monthly Analysis explanation of deviations versus Budget and Forecast
Calculate ratecard, Allocations and Corporate Fees
Elaborate customer credit analysis
Reviews trial balances record are in line with Corporate Policies and Procedures
Calculate profitability review figures
Oversight Mex GAAP and US GAAP Financial Information

207

Senior Dir, Financial Planning Resume Examples & Samples

Develop standard formats, templates and models to be utilized for planning and analysis purposes including monthly consolidated merger synergy analysis
Perform other related duties, as assigned
Solid financial management skills including forecasting, budgeting planning and keen business acumen
Strong analytic, organizational, and problem solving skills
Thorough knowledge of operating metrics reporting processes and regulatory reporting requirements
Ability to document, prepare and present data-driven presentations
Ability to make decisions and solve problems while working under pressure
Mature judgment and individual initiative
Ability to supervise and motivate others
Proven track record of developing staff and maintaining a high standard of employee relations

208

Financial Planning & Analysis Specialist Resume Examples & Samples

Provide key actuals and forecast analysis to the Regional HQ in Brussels, Executive, Functional and Country Leadership
Ensure that the business understands its performance versus its commitments and to proactively analyze and be able to explain variances
Provide support and guidance to the entities (including RD&E centers in Gdańsk and Barcelona)
Co-operate with other functional leaders to ensure consistency of reporting (HR, Functional Department leaders, Product Management, RD&E, etc.)
Perform financial analysis, prepare summary reports for management, develop and maintain financial models (Volume/gross margin analysis, Pricing, Overheads and SG&A analysis, HC and employment costs, functional department reporting and analysis) and prepare ad hoc reports as required
Assist in preparation of forecast , financial reporting, and business presentations, on monthly, quarterly and yearly basis
Maintain and enhance FP&A Database for reporting and analysis
At least 3 years overall controlling/finance experience within a global environment – essential
Project management experience with focus on financial processes and systems
Working knowledge of Oracle, Business Objects and Hyperion will be an asset
Ability to think strategically and understand the role of the specific project in the mid/long term vision for the Finance and other functions of the division
Excellent communication, influencing and presentation skills at all levels of the organization, including senior executives and external service providers as well as the ability to manage customer’s expectations,
Ability to support efficient decision making by facilitating discussions and meetings and managing expectations
Sound process analytical and problem solving skills
Ability to work efficiently in a global environment and across different teams

209

GFO EEA Financial Planning Team Lead Resume Examples & Samples

Lead, manage & coach a team of associates to deliver quality planning & reporting analytics
Drive the planning, analysis and reporting of budget spend across all Franchise Operations and BU functions
Support and drive functional level budget management and controls through robust budget review routines with LT and Operational budget owners, providing greater business insights & analysis
Lead the risks and opportunity process to support the engagement and discussions with Function Heads and ensure business updates are reflected accordingly in the planning scenarios
Ensure the delivery of all Reporting requirements, including the Dashboards for the operations, plus the management narratives on key movements versus PRE, PY and BP
Drive the financial planning submissions in the BPC Planning tool aiming to simplify and improve the planning & reporting activities, and also support the implementation of the new Global Planning tool in 2017
Lead the Headcount Management process, including Employee Cost Planning (ECP) forecasting - 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 centre structure
Steward process excellence, efficiency and effectiveness through the application of operational excellence/lean approach, including supporting the development of KPI’s
Coordinate the preparation of detailed analytical spend reports to enable Function Heads to continue the focus on Productivity, including the Zero Based Work (ZBW) activities
Other ad-hoc activities including LT reviews, presentations, productivity programs, etc. as required to drive greater business insights & analytics
Ability to lead and manage a diverse team
Strong influencing skills
Drives Innovative Business Improvements - understanding of operational excellence / lean principles and tools
Customer service/Business Partner oriented
Strong knowledge of Budget Planning Process and Variance Analysis
Strong knowledge of P2P process
Good Communication and Collaboration skills
Strong planning & organising with attention to detail
Expert knowledge of SAP, Excel and Planning systems
Delivers results
Inspire Others
Minimum 5 to 7 years of experience in Management Reporting/Controlling environment. Third level qualification: Degree or Diploma in a Business, Accounting or other related field or relevant TCCC experience. Accounting qualification from a recognised Accounting body (Chartered Accountant, ACCA, CIMA, and CPA) is an advantage. An additional European language is beneficial

210

Financial Planning Consultant Resume Examples & Samples

RG146 Qualified
Sales and Customer Service skills
Call Centre experience

211

Financial Planning Administrator Resume Examples & Samples

Providing day to day support for Financial Planning Consultants in the delivery of services in relation to placement of pension and life assurance products
Point of contact for customer service queries from individual clients and a member of the Financial Planning helpline
Processing new business applications and ensuring business placement documentation is in place and communicated to clients
Processing of client valuations and portfolio summaries
Responsible for processing new and existing business in a compliant manner
Processing claims – retirement/death/disability
Maintaining client records on our CRM system
1-2 year experience in an administrative role preferably in an administration role in an insurance intermediary or life assurance company
Third Level Qualification - 2.1 Honours
Microsoft Office package experience required. General knowledge of CRM systems, an advantage

212

Financial Planning Professional Resume Examples & Samples

Monthly reporting to various functions and to Project management
Calculation of labor rates
Review of over/under absorption
Financial forecast, financial management, P&L management of different units
Vendor PO management
Claim/labour costs forecast, actuals tracking and mngt reporting
Billing plan management
ICA' s management
IPPF maintenance for the project

213

Financial Planning & Analysis Specialist Resume Examples & Samples

Work closely with Customer teams, to develop and implement financial reporting and forecasting processes
Consolidate financial results, analyze and communicate the results
Assist in developing and implementing a process to review the actual and forecasted results with customer teams and site management
Assist with the monthly variance analysis
Various ad hoc analyses
Ability to evaluate, prioritize, and problem solve a variety of tasks to ensure timely and accurate completion
Ability to recommend process changes to improve the efficiency and effectiveness of the financial reporting and forecasting processes
Ability to summarize key highlights and make recommendations to management in a clear and concise manner
Perform financial sensitivity analysis against key factors within the required time and ensure the work performed is accurate and complete
Strong knowledge of basic computer applications, such as Khalix and SAP and/or the ability to learn these applications quickly
Strong verbal and written communication skills, to effectively present to peers and management
Undergraduate degree in Accounting or Finance
CA, CMA, CGA or CPA designation or equivalent is desired
Four to six years of relevant experience

214

Supervisor, Financial Planning & Analysis Resume Examples & Samples

Build and maintain financial and operational reports assessing the performance of the Cable Division
Monitor trends of the business and present findings to FP&A leadership team
Work with HQ business units to build monthly forecast and annual budgets
Minimally requires 3-5years of progressive finance or accounting experience
Generally requires 4-7 years related experience

215

Financial Planning Desk Manager Resume Examples & Samples

Lead and coach team of internal associates to maximize the usage and efficiency of Planning and Analytical Tools
Analyze call statistics to identify and report trends and recommendations to senior management
Sets performance standards, review performance, provide regular and ongoing feedback to associates
Ensures internal associates are working as a team with Planning Solutions Specialist(s) to achieve common territory goals
Works closely with other members of management to develop and implement staffing and operational plans
Develops and implements specific training plan based on core skills and when practicable, “stretch” assignments
Series 7, 66 or 63/65 required, Series 24 preferred or within 12 months of hire
Extensive experience using Money Guide Pro software
Life and health insurance license preferred
Ability to work well with colleagues across a diverse range of working groups
Thorough understanding of investment products and asset allocation
Understanding of the markets and their effect on demand for various products
Excellent problem-solving and business judgment
Excellent Written and Verbal Communications skills
Microsoft PowerPoint, Excel, and Word Proficient
Advanced Certification such as CIMA, ChFC, CMFC, CFS, CFP, or CFA a plus
Sales Desk, External Sales, Management or Product Specialist experience preferred
5+ years’ experience in Wealth Management or Asset Management

216

Director / Cap Management Financial Planning Resume Examples & Samples

Bachelor’s degree from an accredited college and minimum 10 years’ experience in operational and financial management. Master’s Degree in related fields is a plus
Experience with financial reporting, budgeting and business analysis
Ability to retrieve and analyze information from various financial and operational systems. Excellent computer skills, including proficiency in excel and outlook as well as ability to interpret and learn financial and accounting software as needed
Superior relationship management skills; strong interpersonal skills with the ability to communicate across all leadership levels
Excellent ability to collaborate with others, work independently or as part of a team, initiate action, adapt to change, make difficult decisions, solve problems and accept challenging assignments
Proven leadership skills including leading people, driving change and innovation, creating and sustaining partnerships and focusing on results
Creativity, critical thinking skills, high energy, disciplined organizational skills and a corporate entrepreneurial spirit are necessary
Knowledge of Operational Excellence principles such as LEAN/Six Sigma; capable of visualizing the linkages between component parts of the whole and “connecting the dots” that lead to the desired outcome

217

Financial Planning & Analysis Controller Resume Examples & Samples

Support entity CFO in day-to-day performance monitoring: ensure overall performance consistency cross Business and alert on major deviations
Drive and control the Financial Performance to ensure highest level of consistency and quality (closing, Forecast, Target, prior, audit, management fees …) across entity
Correspondant for Corporate, Financial communication, Auditors, HR (STIP, CCE)
Own scenario planning cycles and added value analysis (Risk / opportunities), drive and coordinate implementation of transversal projects and new rules / processes as per Group policies
Animate Business reviews process (deck consolidation, data consistency, specific slides beyond standard templates...) and preparation with management
Animate, plan and coordinate target setting process
For OPs, under the leadership of the Zone President & CFO, splitting the Zone targets from the BUs and formalizing those with the clusters, countries, GTMs
Support FBPs' reporting and performance analysis requests with a mission of continuous standardization and minimizing ad’hoc needs
Drive costs analysis (direct and indirect, in-country and out –of-country Cash out / SFC), in coordination with CFO & FBP in Ops and SVP Divisions and Commercial controllers in BU and
Manage verticalized team and develop FP&A talents
Local IT tool Finance support (Master data update and alignment) in coordination with Smart Finance and FISS
Bachelor Degree in Finance or Accounting
ACCA, MBA or CPA will be preferred
Minimum 12 years holding finance analysis and accounting management position in a multinational organization
Possess regional or multi-country leadership experience in the relevant function
Able to manage and influence in matrix, remote and cross-culture environment
Excellent in Excel and working knowledge of PowerPoint
SAP experience or similar software
Proven ability to communicate with management across all functions
Able to identify connections between market performance/business actions and financial performance
Able to capture critical points from massive information
Able to work independently with minimum supervision
Able to think out of the box, be innovative and proactive
Able to prioritize and always meet deadline
Team builder and a Team player

218

AVP, Financial Planning & Analysis Resume Examples & Samples

Responsible for all administration and security aspects of the financial reporting / forecasting software system. This includes third party software, as well as data and formula integrity of ancillary spreadsheets used to report / forecast to internal management. Establish and maintain effective and efficient financial reporting programs at the organizational, line of business, product levels, and customer levels, which includes profitability measurements. 35%
Assist in the compilation, analysis, and reporting of the Company’s various financial planning processes. 35%
Maintain profitability allocation formulas and FTP process within reporting / forecasting software system. Works with key internal stakeholders to help them understand how profitability is calculated for their business area, including the profitability of each of their customers and / or products. Assists external reporting in validating various SEC and earnings release calculations.15%
Assist in various financial analysis projects. Assist lines of business in calculating expected ROI on all major projects, as well as doing follow-up actual results vs expectations after the project has been completed. 10%
Creates and files reports that measure cost savings or productivity from Six Sigma projects. 5%
Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties
5-8 years’ experience in financial analysis and/or accounting, concentration in profitability in the banking industry a plus
Detail oriented with strong organizational skills
Advanced systems skills
Demonstrated ability to effectively lead and manage enterprise-wide processes
Strong communication skills; capable of presenting complex financial information in an easy-to-understand format

219

Financial Planning Supervisory Principal Guardian Life Resume Examples & Samples

Creating, implementing and supervising written supervisory procedures designed to oversee the financial planning program for Park Avenue Securities
Responsible for overseeing the administrative process and workflow of financial planning – reviewing client agreements, fees, and ensuring that financial plans are delivered timely
Will review all financial plans to ensure the financial planner has
Develop, implement and oversee the supervisory procedures for financial planning. Responsible for ensuring that these written supervisory procedures are consistent with industry best practices and regulatory standards
Reviewing financial plans from a supervisory and administrative perspective, ensuring that all written supervisory procedures are followed
Serve as subject matter expert on assigned subjects and/or larger scope to provide supervisory support, act as a key resource and influence clients with respect to industry supervisory requirements and trend monitoring
Participate in and/or lead projects and initiatives that improve current or implement new supervisory processes. Research applicable laws and regulations, analyze their effect on supervisory business practices, and work with internal and external partners as needed to clarify requirements and address related issues
Responsible for suitability supervision of direct sales transactions involving variable annuities, life insurance, 529 plans, mutual funds, brokerage accounts, stocks & bonds, and options
Perform correspondence reviews and surveillance of incoming and outgoing e-mail to field associates to detect and address potential high risk business practices
Must possess FINRA Series 7, 24, and 65/66 registrations, and CFP/AIF or CFA designations preferred
3-5 years of financial planning experience
Experience with financial planning software systems, such as E-Money, NaviPlan/Financial Profiles and MoneyTree
Thorough knowledge of FINRA/SEC regulations
Experience with ERISA, including 3(21) Investment Fiduciaries
Project management skills and ability to manage multiple high priority initiatives
Ability to use strong judgment when making sound, timely independent decisions on complex matters that don’t have clear answers
Facilitation skills. Able to independently prepare and/or present materials for senior leaders
Ability to effectively communicate with financial planners, field management and Guardian leaders
Strong detail orientation and proven ability to apply knowledge appropriately
At least 5 years financial planning experience with a record of increasing responsibilities in compliance and/or supervisory functions

220

Financial Planning Consultant Resume Examples & Samples

Generous base salary + competitive commission structure - among the highest compensation packages in the industry
Additional earning potential for new assets acquired (pay for performance)
Partnership opportunities with Commercial and Retail Banking, Private Wealth Management
Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manage

221

Financial Planning & Performance Manager IT & Services Resume Examples & Samples

Utilises deep understanding of business operations and commercial factors to support decision-making
Applies fundamental knowledge of all relevant risk policies to safeguard against non-compliance and violations
Demonstrates basic understanding of Credit Management principles and the impact of credit decisions on business performance
Applies IFRS and GRM to consolidate financial information and ensures that the information captured is accurate and complete and represents a single version of the truth
Coordinates planning activities, engages stakeholders and creates robust and viable plans aligned to strategy
Applies investment valuation techniques and guides the evaluation of investment proposal decisions
Effectively manages projects and change and leads continuous improvement initiatives
Shapes business decisions through insight derived from intelligent analysis of financial and non-financial data
Understands the drivers of business strategy and key tools to help shape and implement it

222

Senior Manager Corp Financial Planning Resume Examples & Samples

Lead the review of monthly performance with corporate leaders, including the interpretation of financial performance (balance sheet, P&L & cash flow) compared to Plan, Prior Year and Prior Outlook
Drive initiatives to enhance financial performance -- identify, research and analyze critical financial drivers, risks, and opportunities
Analyze, forecast, and present financial data to corporate leaders on a monthly basis
Partner with Internal Customers to establish and maintain metrics for cost savings, process improvement, and management reporting
Provide leadership to ensure financial plans are cohesive and aligned to overall Enterprise strategy
Prepare and maintain financial models, including evaluating key assumptions, building scenarios and performing sensitivity analyses
Provide finance support for key strategic initiatives and develop ad-hoc analyses
Monthly Financial Reporting Packages (Executive summary, Operational Management, Practice Level)
Quarterly Board of Directors presentations
Plan and coordinate annual operating plan preparation and quarterly forecast updates
Provide support to the Corporate Functions (IT, HR, Legal, etc) and for Capital and Technology Initiatives
Participate in acquisition analysis and support integration of acquired companies
Provide or coordinate ad-hoc analysis requests and complex scenario modeling as needed by a variety of business stakeholders
Monitor and assure data integrity and accuracy
Bachelor's degree in Accounting or Finance required
Master's degree (MBA) and/or a CPA designation preferred
7+ years of related experience, Minimum of 3+ years of Planning and forecasting experience
2+ years of previous managerial experience is strongly preferred
Strong communication skills with executive management
Strong analytical skills with demonstrated experience with financial statement analysis and financial metrics
Demonstrated knowledge of financial systems; Hyperion experience a plus
Highly motivated, self-starter with hands-on approach and ability to drive a consensus
Multi-tasking oriented with ability to stay organized, set priorities, and meet deadlines

223

Consultant, Financial Planning Resume Examples & Samples

Review completed financial plans using a standardized methodology
Identify minor and major concerns with completed plans, and provide commentary
Handle large volumes of support requests (calls and e-mails) from frontline Investment Advisors regarding technical and non-technical questions
Meet agreed-upon service level targets for plans reviewed, and quality of output
A bachelor's degree in business or a related field with a minimum of one year experience in the financial services industry or professional services
A strong interest in financial services and wealth management, specifically around financial planning
Demonstrated consistency in values, principles, and work ethic

224

Senior Consultant, Financial Planning Resume Examples & Samples

Develop proficiency with required financial planning software and reporting tools
Help coach and develop Junior Consultants in the areas of financial planning, quality review and support
Identify areas for process efficiency enhancements
Demonstrate high levels of technical and professional knowledge
Display teamwork, integrity and leadership
A bachelor's degree in business or a related field with a minimum of three years’ experience in the financial services industry, preferably in wealth and asset management
Bilingualism in both, French and English languages would be considered an asset

225

Manager Executive Financial Planning Resume Examples & Samples

Own the development and communication of the financial aspects of Executive Reviews & Presentation materials including Operational Reviews, VLC, Playbooks, Employee meetings, etc
Evaluate business results and partner with VBM finance team leaders to serve as a functional expert to the business client to provide strategic guidance and insights during the analysis process
Finance lead for a multitude of special projects related to Verizon Business Markets. These currently include but are not limited to: XO Communications Integration/Overlay, One Fiber Implementation/Strategy, Digital Strategy, Supply & Demand & Project Venus

226

Financial Planning Consultant Resume Examples & Samples

Some travel; 10-40% field travel as business needs dictate
Primary subject matter expert (SME) for Retirement Income Planning strategies, tax efficient strategies and estate planning strategies. Responsible for keeping material current, coordinating changes, identifying changes that must be incorporated and communicated to the field
Interprets data obtained from advisors during client meetings for the development of a financial plan
Consults with advisors and financial planning team to develop tax efficient strategies for high net worth clients
Researches complex tax issues and completes related analytical projects for advisors and clients
Uses professional financial planning software, tax software and estate planning tools to model various strategies and make initial recommendations to advisors. Models complex strategies for high-net-worth clients to help maximize long-term tax efficiency. Prepares preliminary forecasts and initial product solutions for advisor's review and use in client meetings as it relates to the financial plan
Coordinate with Product Management to perform portfolio analyses and prepare periodic investment performance reports
Works closely with Financial Planning Consultant team, Division Principals, and Tax Services to combine financial planning strategies and tax forecasts into a single comprehensive recommendation for clients
Helps field advisors build clear implementation plans to maximize the penetration into their local identified markets and create new channels of marketing for the company
Assists the advisor with understanding charts, graphs, tables and other visual aids to be used in various meetings with their clients
Works closely with advisors, clients and outside tax professionals, where appropriate, to arrange tax services and to discuss tax and other related matters. Refers to appropriate parties if not within scope
Coordinates with the Director of Advanced Planning and Tax Services along with other Directorates, as assigned, in the continuation of retirement income planning concepts and business practices
Provides support to all Field Divisions and responds to questions from Field Advisors and their staff for information and guidance regarding advanced retirement case design as well as limited scope questions from advisors and clients including research of internal revenue code, IRS publications and other professional resources
Assists in the development and expansion of the financial planning philosophy of First Command, as it relates to advanced retirement income planning concepts, strategies, and business practices
Prepares documents on financial planning topics for dissemination to the field as well as conduct live presentations on utilizing software tools to support these concepts. Live presentations may include on-line presentations, classroom presentations, or seminars at field training events
Reviews and provides input for Department publications
Develop product recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables
Assist the financial planning systems application team in software testing/analysis to ensure the needs of the end user are fulfilled.
Requires extensive knowledge of retirement income planning procedures, income taxation and estate planning
Must possess/acquire detailed knowledge of the Written Supervisory Procedures (WSP), Compliance Manual (CM), and One Net
Must exhibit excellent verbal and written communication skills and problem solving skills
Must be organized, energetic, driven self starter, and work with a sense of urgency
Proficient in Microsoft Office suite software (Word, Excel, Outlook, PowerPoint)
Demonstrate First Command core values

227

Financial Planning & Analysis Supervisor Resume Examples & Samples

BS/BA in Finance, Economics or Accounting or related degree
Minimum 5 years of experience in a financial planning & analysis role, with at least 2 years’ experience managing a team of financial analysts
Experience in the development and analysis of business unit profitability reporting

228

Financial Planning & Analytics Manager Resume Examples & Samples

Authors financial analysis that serve to inform and ground business decisions. Collaborate with subject matter experts, provide quality financial analytics and exercise judgment to drive optimum solutions for complex issues. Provide concise, cohesive, well-articulated explanations to support recommendations
Present financial data and analysis to senior leadership always with goal of analytical insight for effective decision-making to improve the Company's execution and results
Lead or support analysis on operational performance trends, industry / competitive trends and new business opportunities. Based on related analytical insights, develop and deliver recommendations/options to Senior Management
Utilize financial modeling to support the organization in the evaluation of economics surrounding strategic and operational business activities utilizing concepts including IRR, NPV, payback, and risk adjusted impacts
Assist with the timely execution and delivery of financial information and all related support relevant to the Company's FP&A calendar and quarter-end close processes and procedures, including: monthly actual/forecast/variance analysis of revenue, gross margin, capital and all other expenditures, multi-year financial plans, as well as all necessary financial information to support Executive Staff and Board financial presentations
Initiate/support process and control improvements for increased efficiency and effectiveness of data
Maintain highest integrity with regard to the Company's financial accounting and reporting policies; strong partnership with Accounting team on same

229

Manager Fast Financial Planning Resume Examples & Samples

Improving awareness for Waddell & Reed’s financial planning process, products, tools and resources
Increasing the effective use of our financial planning and investment tools in closing sales opportunities
Providing sales strategies, selling techniques and closing methods to field sales force
Delivering outstanding customer experiences to our field sales force
BA/BS degree (preferably in a related field such as business, finance, financial planning or management)
Series 7, 66 (or 63 and 65), Life, Health and Variable insurance licenses (or obtained within 6 months of hire)
6+ years of financial services industry experience
1-3 years successful team management experience preferred
Proven ability to provide effective management and leadership to internal sales teams
Experience maintaining contact relationship management systems
Ability to handle multiple tasks effectively
Experience training people individually and during group presentations
Prior experience supervising a sales or sales support team
Solid knowledge of financial planning process, related software programs, tools and resources
Other professional designations or advanced degrees like (MBA, MSM, MFP, CFP, ChFC, CLU, etc.)
Strong computer skills (Microsoft Office, Siebel, Profiles, NaviPlan, Morningstar, etc.)

230

Financial Planning Sales Specialist Resume Examples & Samples

Improving the awareness and usage of Waddell & Reed’s financial planning process, tools and resources
Increasing the effective use of our financial planning tools and resources in closing sales opportunities
Providing sales strategies, selling techniques and closing methods to field sales force both oral and written
Delivering outstanding customer experiences to field sales force
Respond to incoming phone calls, emails, requests for information, and problem resolution, in a professional and timely manner
Maintain contact relationship management system, and use effectively to track and document successes
Develop and maintain strong relationships with financial advisors to keep them up to date on financial planning tools, resources, trends and techniques
Create and tailor financial planning sales ideas and presentations based on advisor profiles, needs, and feedback
Stay current on financial planning trends by monitoring websites, reading publications and attending industry conferences
BA/BS degree, preferably in a related field such as finance, business, marketing, etc
Minimum of Series 6 required. Series 7, 66 (or 63 and 65) and life, health, and variable insurance licenses must be obtained within 6 months of starting the position
Solid knowledge of financial planning process and financial planning software programs
CFP™ designation; or, progress towards CFP, or completion of other related credentials such as CLU, ChFC, CRPC, or CMFC
Experience with contact relationship management (CRM) systems such as Siebel, ACT, Goldmine, etc
Experience using Financial Profiles and/or NaviPlan financial planning software tools

231

Financial Planning & Analysis Associate Resume Examples & Samples

Execute financial modeling for real estate related activities including new builds, relocations, consolidations, branch purchase and property redevelopment
Partner with Branch planning on reviewing CERP packages for accuracy
Participate in model governance, serve as back up to Consumer Banking model committee
Maintain database(s) of modeling decisions and output
Serve as back up for new build commitment related activities and processes including Fast Start and annual reset
Ad hoc projects and supporting more complex modeling
Financial modeling relative to the operation of the various models (multi variable, 10 year discounted cash flow model with economic and field performance output)
Self starter, organized, attention to detail
Strong communication and presentations skills with frequent interaction with senior management
Proven organization and project management skills
Ability to create strategic and visual PowerPoint presentations for executive management review
Ability to successfully work in a team setting and build effective partnerships with Branch Planning, Consumer Banking Finance, and Model Governance
Strong knowledge of the branch P&L and core performance drivers
Strong critical thinking skills
2-5 years of successful finance, operations or analysis experience preferably in Retail Financial Services
Strong knowledge of the branch P&L, particularly for New Builds
Proficiency in Excel & PowerPoint, experience in Access a plus
Bachelor’s Degree, required; MBA a plus

232

Financial Planning Consultant Resume Examples & Samples

Generous base salary competitive commission structure – among the highest compensation in the industry
Successful completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH)
Registered Representative status or IIROC licensed
Successful completion of the Certified Financial Planner designation (CFP) within 18 months of hire is required
7 - 10 years’ experience structuring complex retirement, investment, tax and business transition solutions for High Net Worth clients, resulting in a thorough understanding of economic/political impacts on business, legislation, competitors, regulators, trends, etc
Polished interactive/presentation skills to effectively convey information/ideas to clients and the CIBC sales force

233

Manager of Sales & Financial Planning Resume Examples & Samples

Oversee sales and financial forecasting. Develop and produce daily, weekly and monthly revenue. reports and forecasts for OTT advertising revenue from local, regional and national accounts
Develop weekly and monthly inventory profitability and utilization analysis
Provide weekly strategic insights on sales performance across local and regional sales teams. Provide analysis and recommendations on key verticals
Create and implement weekly and monthly KPIs and deliver to selling teams via sales reporting and dash board systems
Work with President and executive team on strategic planning and budgeting processing

234

Manager of Financial Planning & Analytics Resume Examples & Samples

Manages timely submission of analytics and reports required for the FP&A function
Responsible for ensuring the integrity and completeness of financial data and information contained in reports
Reviews and develops when necessary, analysis of financial trends and results of both internal and external data
Oversees and develops when necessary, forecasts and budgets to project future capital spend and/or profitability
Assesses and develops models to evaluate risk and return of various business scenarios
Effectively communicates findings to senior management and customers
Leads effort to automate, streamline and improve processes required to carry out items mentioned in 1 through 6
Reviews and approves documentation that supports departmental policies and procedures
6-9 years of finance / accounting experience in
Health insurance industry experience
Experience with Hyperion, Cognos or similar specialized financial analytics software
2 years plus supervisory experience

235

Manager of Financial Planning Resume Examples & Samples

Development, analysis, and interpretation of statistical and accounting information in order to appraise operating results in terms of profitability, performance against budget, and other matters bearing on the fiscal accuracy and operating effectiveness of the Company
Furnishes internal reports, revises and updates reports to be more useful and efficient, and furnishes external reports as necessary
Takes lead role in monthly forecasting process including streamlining of these processes
Participate on continuous improvement teams / cost reduction teams
Perform various accounting related functions and analysis related to maintaining the integrity of inventory and cost reporting
Prepare relevant, periodic costing reports – both detailed BOM and summaries by model
Review product line and plant performance, including pricing and costing to ensure all material and overhead costs are properly identified, captured and accounted for
Assist Operations with labor tracking and reestablishing standard labor hours by model/option content
Assist in all functional areas with a goal to measure and improve profitability and overall financial performance
Assist in evaluating current cycle count procedures and make recommendations as necessary
Assist in developing/enhancing “dashboard” type reporting tools and outputs
Ensure accurate costing of all units, many of which are for different product lines, styles, and have different option content
Work closely with operations team (“walking the plant floor”) to find root causes
Supervises cost accounting function and leads efforts to identify, analyze and, ultimately, implement programs designed to reduce the labor and overhead costs associated with production of the Company’s products. Assists in development of labor and overhead standards
Support role in annual physical inventory
Supports special projects as directed by Director of Finance
Capable of conceptualizing big picture strategies and translating into actionable plans that deliver results
Exceptional project management experience, strong organizational skills, demonstrated ability to juggle multiple projects and priorities, strong analytical skills
Self-directed, takes action, and anticipates the needs of internal and external customers. Uses creativity to seek quality solutions and process improvements
Proven ability to exercise sound judgment in dealing with highly confidential and sensitive information
Has a proven track record of making decisions that reinforce business plans
Ability to be agile in handling multiple tasks/situations as they arise during the day
Demonstrated ability to function well in a highly matrixed environment
Strong understanding of applicable computer systems such as the Microsoft Office Suite, Accounting systems and ERP/MRP systems

236

Financial Planning & Analysis Head Resume Examples & Samples

Leading the analysis of financials for all actualsand planning dimensions namely: Earnings, Outlooks,Annual Plan, and manage the preparation of key seniorfinancial executive presentations for the Canada CEO, NAM CEO, Board of Directors and regulators
Coordinating and calibrating the annual budgetin alignment with the strategyof the country
Leading ad-hocanalytics on themesthat arise at senior management’s request and/or throughproactive research of potential issues, ranging from productivity initiatives to investment opportunities
Delivering analytics to help identify emerging trends that will require greater management focus
Liaising with various businesses and functions to deepenanalysis as well as to manage various processes around actual and forward-looking financials
Organizing and drive content of business and function reviews with Canada CEO, working closely with the heads of the respective areas
In partnership with the FP&A team and wider Finance Global Process Owners (GPOs), assist and lead variousprocess improvement opportunities
A minimum of 10 years of relevant finance/business/accounting experience in financial services
Undergraduate degree in Economics, Finance, Accounting or related discipline; MBA preferred
Excellent presentation skills; the ability to translate complex financial schedules into meaningful presentations is critical
Strong analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after partner with both business leaders and finance professionals
Highly motivated, self-starter, proactive, resourceful and independent

237

Financial Planning & Analysis Lead Resume Examples & Samples

15+ years of Accounting or Finance experience
Solid financial knowledge including GAAP. IFRS is a plus
Advanced Microsoft Excel & Power Point skills
Prior experience in a Financial Planning and Analysis leading role. Controllership experience is a plus
Demonstrated team management experience, having managed at least 2 direct reports
Bachelor's Degree with a Business, Accounting or Finance focus, MBA is a plus
Autonomous and self-driven leader with strong results orientation and ability to manage through barriers
Proven record of delivering superior business analysis to drive strategic decisions
Ability to influence and work across multiple functions to drive and deliver desired results
Analytical background working directly in an FP&A environment modeling bookings, revenue, costs and expenses a strong plus
Working knowledge of SAP financial modules and/or Net Suite
Knowledge of Hyperion Smart View
CPA or MBA are a plus
Ability to communicate effectively and develop business partnerships with both finance and non-finance customers. Demonstrated capacity to network across multiple organizations
Agility – Ability to perform in ambiguous situations often with incomplete information. Willingness to handle multiple tasks simultaneously and changing priorities
Multifunctional experience in Finance, including, but not limited to, Cost accounting, Revenue mapping, Treasury, Controllership
Desire to drive continuous process improvements
Demonstrated analytical and critical thinking skills
Need to be confident with the ability to persuade and influence others
Results oriented – Autonomous and self driven with an “act as owner” mentality. Problem solving skills
We provide competitive salaries and some of the best perks in the industry, including
Superb medical, dental, vision, life, disability benefits, and a 401k matching program
A stocked kitchen with a large assortment of snacks & drinks to get you through the day
Encouragement to get out of the office and into the field with agents and farmers to see first-hand how our products are being used
We take part and offer various workshops, conferences, meet-up groups, tech-talks, and hackathons to encourage participation and growth in both community involvement and career development

238

Financial Planning & Analysis, Associate Resume Examples & Samples

Provide/review financial data related to Japan Retail and Institutional businesses, coordinating with APAC FP&A colleagues and functional FP&A contacts, which include weekly & monthly sales results, sales forecast update, global MIS such as Business Review and Operating Plan
Assist FP&A manager in running management reports for Japan, including monthly business and financial results to local management
Update/review expenses forecast for functions in Japan on a monthly basis and input to required template for upload to finance system (TM1)
Put together financial data for Japan’s strategic clients across client business channels to support local stakeholders and management
Support/co-work with FP&A manager in budgeting for Japan region and businesses
Oversee activities performed by India for Japan FP&A tasks migrated
Support FP&A manager in Japan in continued migration of local operating tasks to India
Co-work with GL team for proper monthly accruals in conjunction with expenses forecast
Maintain/Review cost center segment and AP workflows
Drive the One BlackRock Culture
5+ years of experience with a similar profile, preferably including investment management and/or financial industry experience
Strong and demonstrated analytical ability
Strong skill and experience in data management
Demonstrated ability to communicate both locally and across geographies
Ability to operate within a global matrix structure
Ability to build relationship with multiple stakeholders
Ability to work effectively in a team environment (not only within FP&A team in Japan/APAC/Global but also with Japan controllers team and APAC Finance as a whole
Broad knowledge of the asset management industry and investment management
CPA and/or MBA or equivalent qualification preferred
Good communication and engagement skills at all levels
Facilitation skills to review process and outsource - for potential migration of existing tasks to India team
Demonstrated business acumen and ownership of tasks
Japanese and English language skills, both written and spoken

239

Assistant Director of Financial Planning & Analysis Resume Examples & Samples

Develop and produce materials to facilitate financial monitoring of budget-to-actuals at the local level. Work with departments in budget planning, analysis, and adjustments
Analyze current year, overall operating budget activity on a monthly, quarterly, annual and multi-year basis. Summarize monthly reporting package results for alternative audiences
Knowledge and experience with forecasting tools and systems (such as Future Perfect, White Birch, Axiom, Tidemark, Anaplan, and Adaptive Insights)
Detail oriented with exceptional analytical skills and experience with financial modeling
Strong understanding of the key drivers in a business model
Comfort in serving as a single point of contact, including experience in communicating project updates and needs back to business team, and managing up
Excellent communication skills with the ability to create executive presentations from raw data and present complex financial information in a clear and concise format
Well-organized, able to prioritize, multitask and adhere to deadlines. Ability to execute quickly as needed
Excellent software program skills, especially Excel – Candidate must demonstrate the ability to utilize complex financial software applications in the tracking, modeling and analysis of financial information. Proficiency with Word, PowerPoint, and Adobe Pro required. Experience with Colleague and Future Perfect, as well as report writers including Informer and Synoptix is a plus. Comfort with learning new technologies
Must demonstrate a collaborative working style and ability to build strong relationships with internal and external representatives, at varying levels in the organization, and reflecting a broad range of identities, perspectives, and experiences
Comfort with ambiguity and the ability to navigate new issues. Able to lead a process in a highly collaborative environment to achieve agreed-upon objectives
Proven ability to handle sensitive data with discretion, creatively solve problems, and both design and improve processes in an expanding operation
Bachelors Degree in Finance, Accounting, Business Administration or related major. CPA is desirable
Minimum of 5 years professional experience, preferably with a strong working knowledge of accounting and financial principles and the ability to develop and analyze financial information at an institution of higher education. Experience in assessment of overhead allocation and profitability analysis helpful. Strong financial analysis expertise
* Application Instructions Specific to this Position ***

240

Financial Planning & Analysis Senior Associate Resume Examples & Samples

Support the management of the annual budget and quarterly forecast process within Cognos Enterprise Planning
Preparation and review of the monthly and quarterly metrics and scorecards
Collect and analyze key drivers of unit cost and compare actual results versus budget/forecast
Provide business owners and senior leaders with financial analysis to drive decision making including project costing and return on investment studies
Assist in preparation of monthly management reporting package for Executive and Leadership teams
Work closely with the FP&A team and the Controllers’ organization to continuously improve month end processes and procedures in the financial arena
Become proficient in the use of the companies’ budgeting/ forecasting, scorecard and reporting software (Cognos Enterprise Planning and BI)
Become proficient in the use of the companies’ general ledger software Great Plains
Other duties as assigned by the Director of FP&A and/or CFO

241

Financial Planning & Analysis Associate Resume Examples & Samples

Management of the annual budget and quarterly forecasts for key budget owners
Monthly reporting and analysis of product line results from both a financial and operational perspective for the executive team and business partners
Develop and/or assist in the creation or improvement of various financial and capacity models for product lines, costs centers and/or companies
Management and analysis of key drivers of unit cost (actual results versus budget/forecast)
Become proficient in the use of the companies’ budgeting, forecasting, scorecard and reporting software TM1
Become proficient in the use of the companies’ current general ledger software Netsuite as well as assist with the implementation of the companies’ future general ledger software Oracle
25% [Project Related]
2 – 5+ plus years of progressive financial analysis or modeling, planning, and reporting in a publicly traded company
Financial analysis background, advanced modeling skills, strong business process skills, and knowledge of business performance metrics
Strong business partnering skills to support Senior Leadership across the organization
Excellent MS Excel and report writing skills (Cognos and/or Hyperion a plus)
Previous work in a high-growth, high-tech company is a plus
Experience creating Manager Discussion and Analysis of Results reports Financial systems implementation experience (Oracle or Netsuite a plus)
Strong communication and business writing skills
Financial modeling experience preferred
Attention - + to detail and accuracy. Strong leadership and organizational skills
Ability to maintain poise and a sense of humor in stressful situations

242

Financial Planning Principal Resume Examples & Samples

Work one-on-one with individual clients, providing comprehensive personal financial planning, investment planning and tax services, answering client questions, responding to client inquiries, providing superior service and successfully resolving client needs
Coordinate and conduct client meetings including preparation of meeting materials; notifying and distributing agenda and implementing post-meeting action items
Expand existing client relationships and work to win new clients
Prepare financial exhibits and analysis – such as net worth statements, cash flow statements, estate tax forecasts, balance sheets, flow charts, asset allocations, and portfolio analysis
Prepare asset-allocation, retirement, education funding, insurance and estate-planning analysis
Bachelor’s Degree required. (Finance or Accounting majors preferred); MBA, JD, CFP, or CPA preferred
Bachelor’s Degree required; CFP preferred
Working knowledge of Excel, Power Point, Word and Money Guide Pro (or a similar financial planning software) required
Minimum of four years work experience in financial services, financial planning or wealth management preferred
Strong attention to detail and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
Ability to work in a collaborative and team based work environment
Strong verbal and written communication skills, professional presentation, and organizational skills
Exceptional problem-solving skills
Evidence of excellent interpersonal skills in dealing with staff and clients
General proficiency in financial modeling is strongly preferred

243

Mgr, Financial Planning Resume Examples & Samples

Minimum 2 years of prior Investment Banking and/or Private Equity experience is required. Past experience working in the consumer space is a plus
Ability to work in a high activity environment with limited direct supervision is required
Individual must have strong Excel and Power point skills and exceptional attention to detail

244

Financial Planning Consultant Resume Examples & Samples

Subject matter expert in financial planning, including complex case support
Subject matter expert with NaviPlan Select
Program subject matter expert and key contact
Post-secondary education preferably in business, finance or related field
Bilingual (English/French) would be an asset
Completion of a recognized financial planning designation (i.e. CFP®, F.Pl., PFP, RFP)
4+ years experience in financial services in a similar role
Experienced user of NaviPlan
Working knowledge of investment and insurance products and sales concepts
Strong understanding of the independent advisor distribution model and market
Strong verbal communication and relationship skills
Ability to work independently in a non-structured environment
Strong personal effectiveness
Self- confident, independent, flexible and results oriented

245

Intern, Financial Planning & Analysis Resume Examples & Samples

Assist with the tie-out of quarterly business plan forecasts for all REITs and funds
Work with the Senior Analyst to collect information for key business planning assumptions from various real estate departments
Assist the Manager and Senior Analyst in preparation of quarterly business plan reports for distribution to the executive team
Help maintain portfolio and property data underlying business plan forecasts in Argus Enterprise Software system
Assist in modeling newly acquired properties in Argus Enterprise system
Maintain investment program return analysis
Various ad hoc analysis
Data input and validation related to Argus

246

Financial Planning & Analysis Lead Resume Examples & Samples

Lead/coordinate forecasts and annual budgeting processes for functional business leaders and district offices, including creation and maintenance of tools, models and reports
Develop ad hoc analysis of results, budgets, and forecasts with focus on P&L performance, cash flow, working capital optimization, investments and productivity, and financial ratios
Support District Finance Leaders in providing support on general financial questions, analysis of tools/templates, and provide training on financial tools/systems (including Essbase and Webforms for HRPLAN, PLAN2, ASO, and HFM)
Perform ad hoc analysis resulting in actionable recommendations
Bachelor’s degree with a major in finance or accounting; MBA, CPA, or CMA is a plus
Eight plus years finance/accounting experience, with strong business acumen and understanding of financial statements preferred
Extensive knowledge of translational and transactional foreign currency impacts
Knowledge of financial systems and applications, including Oracle R12, Hyperion, and metadata structure is preferred
Technical accounting experience
Corporate strategy, highly visible project work, exposure to senior leadership
Strong interpersonal and communications skills, with the ability to interact with all levels of the organization

247

Specialist, Financial Planning & Analysis Resume Examples & Samples

10+ years of experience in Accounting/Audit or Finance
Knowledge of Microsoft Tools and SAP
Candidate should have strong written and verbal communication skills, be detail oriented, be able to apply analytical skills and adhere to monthly closing and reporting deadlines
Due to the types of data the candidate must be a US Citizen
Knowledge of USG contracting desired but not required

248

Financial Planning & Administration Resume Examples & Samples

Provides complex, financial analysis for a financial function or a business
Identifies issues and proposes solutions
Provides mentoring and guidance to analysts
Typically 4+ years of experience as a financial analyst
Typically experienced in more than one finance function
For this position it is mandatory to have finished your (Bachelor's or Master's) Degree within less than a year, and to have already 4+ years' experience

249

Financial Planning & Analysis Lead Resume Examples & Samples

Analysing data to provide insight into evaluating acquisition targets, products and customers
Focus on top line growth, cost of goods sold efficiencies and ways to continue to reduce SG&A
Provide analysis and insight on the direction the business should go
Building strong relationships within the function and business including leadership teams will be critical for value creation opportunities
Relates to others with candour, openness, and transparency
Approaches work with a global perspective; Builds trust across multiple stakeholder groups
Minimum of 10 years relevant experience
Leader with track record to improve business results and provide insightful information to the business to drive results

250

Mgr Financial Planning & Analysis Resume Examples & Samples

Project manager for all financial deliverables for Board of Directors Meetings. Structure PowerPoint document, link to Excel files, coordinate all input and craft story behind the numbers. Work with the CFO, Operational and Corporate FP&A teams, and visual designer
Maintain strong relationships with key contacts within the divisional finance and system operations groups
5+ years of Financial Planning & Analysis experience, with Media & Entertainment experience a plus
Ability to synthesize large amounts of data and garner insight
MBA/CPA a plus
Excellent communication/interpersonal skills, including both written & verbal skills

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