Financial Planning Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the financial planning job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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TS
T Simonis
Tate
Simonis
14502 Heller Creek
Chicago
IL
14502 Heller Creek
Chicago
IL
Experience Experience
09/2016 – present
Philadelphia, PA
Financial Planning & Analysis Specialist
Philadelphia, PA
Financial Planning & Analysis Specialist
09/2016 – present
Philadelphia, PA
Financial Planning & Analysis Specialist
09/2016 – 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
02/2010 – 08/2016
Houston, TX
Financial Planning & Analysis Associate
Houston, TX
Financial Planning & Analysis Associate
02/2010 – 08/2016
Houston, TX
Financial Planning & Analysis Associate
02/2010 – 08/2016
  • 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
04/2005 – 12/2009
Phoenix, AZ
Financial Planning Consultant
Phoenix, AZ
Financial Planning Consultant
04/2005 – 12/2009
Phoenix, AZ
Financial Planning Consultant
04/2005 – 12/2009
  • 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
Education Education
Bachelor’s Degree in Finance
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
Create a Resume
1

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
2

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
3

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
4

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
5

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
6

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
7

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
8

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
9

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
10

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
11

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
12

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
13

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.)
14

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
15

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
16

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
17

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
18

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
19

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
20

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
21

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
22

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
23

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
24

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
25

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
26

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
27

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
28

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
29

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
30

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
31

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
32

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
33

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
34

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
35

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
36

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
37

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
38

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
39

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
40

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
41

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
42

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
43

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
44

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
45

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
46

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
47

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
48

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
49

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
50

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
51

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
52

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
53

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
54

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
55

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
56

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
57

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
58

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
59

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
60

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
61

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
62

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   
63

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
64

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
65

Specialist, Financial Planning & Analysis Resume Examples & Samples

  • Cost Analysis
  • Standard Cost Reporting
  • Work with Customers (Internal – Business Units) and external (US Govt)
66

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
67

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
68

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
69

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
70

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
71

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
72

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%
73

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
74

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
75

NAB Financial Planning Resume Examples & Samples

  • Associate Financial Planning
  • Paraplanning
  • CFP preferred or ability to progress to CFP pathway
76

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
77

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
78

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
79

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
80

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
81

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
82

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
83

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
84

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
85

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
86

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
87

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
88

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
89

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
90

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
91

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
92

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
93

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
94

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
95

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
96

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
97

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)
98

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
99

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