Manager, Financial Planning Resume Samples

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M Schmidt

Mireya

Schmidt

72844 Heller Key

New York

+1 (555) 844 0826

72844 Heller Key

New York

Phone

p +1 (555) 844 0826

Experience Experience

Dallas, TX

Manager Financial Planning & Analysis

Dallas, TX

Jaskolski-Considine

Dallas, TX

Manager Financial Planning & Analysis

Provide financial analysis and reporting for management on major capital and O&M cost drivers. Work with BU personnel to control and manage costs
Provide support, training, mentoring, and development to staff on an ongoing basis to ensure the department performs at a maximum level
Manage team and work to address talent management, resource planning, etc. Select and hire employees for the core function group
Perform analyses and create models (to include ROI, NPV, etc.) to support executive management in making operational and/or financial decisions
Manage and execute Standard Margin, Net Margin, Operating Overhead, Marketing Working Budget and Brand (Category) analysis
Create and provide the analysis to improve forecast accuracy including ranging, intro month
Develop, manage and monitor key performance indicators

San Francisco, CA

Manager, Financial Planning & Analysis

San Francisco, CA

Spencer, Stamm and Orn

San Francisco, CA

Manager, Financial Planning & Analysis

Play a key role in assisting Director, Value Tracking in facilitating quarterly forecasting and annual budgeting planning processes
Manages a team of financial analysts including managing priorities, motivating, training, and retaining talent
Leadership and Training: Providing leadership and technical training while fostering a strong sense of teamwork for a team of financial analysts
Perform analytics to support corporate strategic planning and business development decision making, including long-term forecasting and valuation models
Manage the consolidation of Operating Plans, Estimates, and Quarter-end pacing, including income statement, working capital, and headcount
Maintains financial staff by recruiting, selecting, developing, and training employees
Participate in planning meetings with the Consumer Brands team, Integrated Planning, and Merchandising to support ongoing business decisions

present

Dallas, TX

Senior Manager, Financial Planning & Analysis

Dallas, TX

Kirlin-Wiza

present

Dallas, TX

Senior Manager, Financial Planning & Analysis

present

Reviewing and coordinating all aspects of the regions’ budget, forecast, and cost analysis with the regional accounting team and analysts
Managing one or more financial analysts or associates and/or finance managers
Forecasting monthly, quarterly and annual business results
Building highly complex financial models
Preparing routine and special reports for regional management, serving as liaison between the region and other corporate disciplines as necessary
Preparing the annual budget, working in partnership with functional VPs and Directors
Partnering with department managers to prepare financial forecasts, budgets and planning materals for Keystone

Education Education

Bachelor’s Degree in Finance

Boston University

Bachelor’s Degree in Finance

Skills Skills

Strong people management skills, able to assemble and manage a new team of people
Demonstrate high levels of technical and professional knowledge
Strong business acumen - able to assess local market conditions and respond appropriately
Strong business management skills – able to balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder
Strong Organizational skills – ability to manage a geographically diverse and mobile team
Meet agreed-upon service level targets for plans reviewed, and quality of output
Strong computer skills will help you in your working routines
Strong business management skills – able to balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder. Follow corporate compliance guidelines to operate within legal and securities regulations and maintain appropriate risk exposure
Consolidation and reporting of Technology & Product financials across all businesses
Manage a high-performing team charged with reviewing the quality of our clients’ financial plans and handling incoming support requests from front line Investment Advisors across the country

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Sales Manager Financial Planning Resume Examples & Samples

Maintain a talent pipeline and quality workforce based on active market planning, recognizing areas of expansion and contraction, working with your RVP to align resources
Engage in talent management and workforce planning to ensure current and future market needs are met through longer tenure in role and diversity of staffing, and contribute to achieving regulated employment equity requirements
Support each team member to continuously build skills, knowledge, and promote their career development objectives - particular emphasis on financial planning proficiencies. Actively recruit and train for FP role skills, behaviours, aptitude and attitude
Foster strong collaboration with MFPA and FPA team, ensuring successes and challenges are regularly reviewed, and best practices are incorporated across teams
Drive consistent and effective delivery of the YFBDAE, a key differentiator for client experience and ultimately RBC Financial Planning’s success. Ensure the team meets minimum targets for advice and planning activities, and ensure minimum approval requirements are met
Ensure team proactively identifies and refers affluent clients to private banking and wealth management when the client meets value proposition
Work with team to proactively identify and transition clients that are outside the mass affluent target, ensuring smooth transition to “home of best fit” where they would more effectively be managed (SAM/AM)
Monitor client experience through trailer calls and other client contact methods
Respond to client escalations - ensure effective partnerships to proactively identify opportunities for improved business operations and client satisfaction
Champion the benefits of convenient, easy to use channels with clients & team
Ensure FPs have an active Client Engagement Letter (CEL) in place for clients added to the portfolio, and are integrating the review of the financial planning value proposition and signing of the CEL into the annual review process
Excellent communication, time management and organizational skills
Must be bilingual (French and English)

HBO Manager, Financial Planning & Analysis Resume Examples & Samples

Participate in the annual HBO / Cinemax Programming budgeting process
Create & maintain production models for forecasting current and future HBO Original Programming costs. Assess performance of the current models and develop ways to increase efficiency
Support Director to ensure accurate and sound forecasting assumptions
Develop ATL/BTL scenario analyses for Business Affairs / Production
Perform ad-hoc analyses and support overall Financial Planning & Analysis function
Assist Senior Management in assessing the Company's progress towards its financial targets

Manager, Financial Planning Resume Examples & Samples

Achieve business results through sales and market leadership, implementation of strategic direction and representation in the local marketplace
Works in partnership with Regional Sales teams to implement strategies, processes and disciplines to ensure a high level of financial advice and relationship management for clients with sophisticated financial needs
Develops an effective, adaptable sales force to ensure a differentiated experience for our clients. Champions sales management practices and leads in the implementation of strategic initiatives
Enhances employee commitment and capability and customer loyalty while leveraging full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels, and service partners
Required accreditations include Branch Compliance Officer, either Personal Financial Planning or Certified Financial Planner, and either Investment Funds in Canada or Canadian Securities Course
Strong business acumen - able to assess local market conditions and respond appropriately
Strong Organizational skills – ability to manage a geographically diverse and mobile team
Strong computer skills will help you in your working routines

Manager, Financial Planning & Analysis Resume Examples & Samples

Drive end-to-end annual planning and forecasting cycles, including implementation of planning procedures and guidelines, and analysis of results
Responsible for the Lucasfilm management reporting function, which includes development of financial and non-financial quarterly management packages, production of presentations. Also, assist with ad hoc analysis of financial performance
Partner with department heads to manage their spend to budget, analyzing areas for spend savings and recommending solutions for managing their spend
Work closely with counterparts at Disney to provide financial information and analysis as required
Support the budgeting and long-range planning processes, including development and management of underlying systems, templates and analysis
Support efforts for system implementations, report redesign and process improvements
Be the liaison between FP&A and Finance Business Partners across the company for all spend and budget-related issues and ad-hoc requests
Develop and implement the tools and guidelines for teams to utilize for developing bottoms-up spend budgets and forecasts
Provide quarterly reporting and prepare presentation materials for financial results for an executive audience

Manager, Financial Planning & Analysis Resume Examples & Samples

Maintain effective partnerships with Intermix and GID team members to understand financial issues and priorities
Support development of monthly forecast submission for sales, margin, and comp levers as well as divisional expenses that accurately predict business performance and highlight key issues
Manage monthly financial close process for divisional expenses by delivering accurate financial results, including comprehensive analysis of key expense and balance sheet items
Prepare weekly and monthly business reviews and reporting for GID and Company Planning
Participate in development of annual budgets that support Intermix’s business strategy

Manager, Financial Planning & Analysis Resume Examples & Samples

Financial planning, budgeting, pacing and reporting, working closely with the Production, Digital, Ad Sales, and HQ finance teams, across all operating and support areas of the business
Consolidate and report quarterly forecasts, budgets, long range plans, and related variances for the OCF, FCF, and Balance Sheet
Significant involvement with quarterly close process
Oversees all financial aspects for key executive areas including financial planning and pacing, controllership, and working with business leaders to track and meet targets
Manage wind down of businesses
Lead team-wide transparency initiatives. including zero-baseline budgeting, balance sheet education, best practice sharing, and standardization
Ad hoc portfolio projects such as establishing controllership dashboards and managing new systems rollouts
Perform ad hoc analyses as needed, providing insightful views into the Company’s operations and financial performance
BA/BS degree in Finance, Accounting, or related field
Excellent Computer / Analysis Skills, particularly in Excel and PowerPoint
Proficient in use of SAP/Business Warehouse/BPC or similar accounting software
Must be 18 years of age or older
Ability to work independently and prioritize workload
Strong interpersonal & leadership skills

Manager, Financial Planning & Analysis Resume Examples & Samples

Direct the compilation of the Twice Monthly Forecast and Operating Committee presentations
Populate quarterly financial results packages for the BOD to highlight relevant trends, issues and variances
Support Investor Relations and External Reporting functions through thoughtful concise analysis
Support three year strategic plan and annual budget process
Prepare ad hoc detailed analyses and work on special projects
Review analyses and presentations prepared by team members for accuracy to validate that all data presented is correct and that the information is clearly presented

Manager Financial Planning & Analysis Resume Examples & Samples

The Sr. Mgr, FP&A will be involved in all areas of the business and will have a close relationship with the operating units and possess keen insights into the business. While the Sr. Mgr, FP&A will consolidate information from the various operating units, s/he will also act as a business manager to the operating units and have a significant amount of business exposure
The Sr. Mgr, FP&A will deliver large amounts of integrated information to business units. Therefore, s/he will need to utilize visual representations of the data to easily convey the information to business leaders to drive more successful business decisions
The Sr. Mgr, FP&A will have access to all senior staff and a significant amount of exposure to the leadership of BETN. FP&A leadership regularly reach out to this role regarding financial matters related to the business units. Specific responsibilities for this role include
Perform critical analysis and in some cases develop alternative models to ensure BETN maximizes revenue potential
Provide analysis focused on understanding actuals and providing relevant insight
Communicate data and key findings via PowerPoint to business units, corporate leadership and key stakeholders
Review and improve current outputs to provide a deeper, richer understanding of what is occurring with BETN’s financials and revenue
Provide insights in a timely fashion by consistently modifying analysis, processes and reporting
Use insight gained to accurately forecast revenue and identify key drivers of results and likely trends
Generate revenue analysis of actual vs. plan vs. forecast and explain variances, highlight trends, and identify risks and opportunities
Work closely with all business units as a trusted financial liaison
Continually refine and optimize the planning and analysis process
Work with BETN I/T to refine and develop applications and secure systems for generating analysis
An undergraduate degree in business, accounting or finance is required
Minimum of ten (5) years’ experience in financial business planning, strategy and/or analysis
Have experience in cable, media, broadcasting, entertainment or a related industry
A master’s degree in a related area is preferred
Must posse business and management expertise in addition to the functional expertise this role requires
Must be collaborative, strategic and possess strong analysis skills
Must have demonstrated experience in analysis and forecasting projected revenue models
Demonstrate ability to work projects through an organization and achieve a positive outcome with shared commitment
Have a comprehensive understanding of complicated business processes coupled with the ability to analyze those processes and optimize financial performance
An ability to effectively prioritize competing demands to achieve deliverables
Ability to communication complex issues in a clear concise way to peers and senior executives
Expertise in preparing and communicating PowerPoint presentations to senior level executives
Excellent presentation and communications skills coupled with the ability to communicate and influence at a senior management level
A team leader with outstanding presentation and communication skills
A results-oriented, analytical problem solver with exceptional interpersonal skills
Excellent mentoring and interpersonal skills to educate others in a positive manner
Superior academic qualifications coupled with a proven track record of success

Manager, Financial Planning Associates Resume Examples & Samples

Act as a role model and ensures that the team delivers on all client experience commitments
Collaborate with partners to integrate the Financial Planning Associate role as the key support on the Financial Planning team
Provide coaching and training to enable the Financial Planning Associates to champion problem resolution ensuring clients’ satisfaction, leveraging partners to resolve the issue and advising the Financial Planner of potential escalation/major issues
Establish ongoing regular routines with their direct reports and the Financial Planners they support
Apply consistent and effective performance management practices with all direct reports by clearly setting expectations and how their performance will be evaluated through regular reviews, ongoing coaching discussions and Personal Action Plans and Personal Development Plans
Foster a continuous improvement approach to employee development by helping employees increase their skills, knowledge, and abilities and ensuring accreditations are up to date through the creation of a solid Personal Development Plan/Action Plan
Champion the Reward and Recognition programs with the team to differentiate performance and increase employee engagement
Provide employees with opportunities for learning, growth and development. Leverage people's strengths, creating an environment where employees can reach their full potential
A minimum of 3 years Sales Management Experience, with a proven track record of managing and developing teams, is considered an asset
Minimum 2 years RBC sales experience
Proven application of business acquisition, establishing community and client relationships, and success in business growth
Strong Organizational skills with the ability to manage a geographically diverse team
A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience is required
Branch Compliance Officer
Personal Financial Planning or Certified Financial Planner,
Investment Funds in Canada or Canadian Securities Course
LI-TT1

Senior Manager, Financial Planning Resume Examples & Samples

Monthly financial and management reporting of EPS, Balance sheet, FCF and Working Capital, including analysis and variance reports relative to budget, forecast and prior year
Assist to provide detailed financial analysis to the SVP - Finance and Bell/BCE’s executive management team related to the planning process or special projects (e.g., the impact of merger & acquisition activities)
Annual Budget preparation including the review and consolidation of financial statements of Bell/BCE subsidiaries and maintaining model for Bell Canada Non-Consolidated
Co-ordination with other finance groups at the business units and corporate levels
Good knowledge and experience in accounting (issues and updates) and consolidation
Knowledge of Hyperion Enterprise and SAP would be an asset
Effective communicator and strong team player
Strong background in finance (4-7 years of relevant experience)

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Primary finance business partner for the executive producer of assigned franchises
Create and communicate financial insights to help franchise leadership evaluate and drive resource and prioritizations decisions, both through long-term tools and ad-hoc studies
Lead financial evaluation of new business models and opportunities
Develop financial cost management tools to support franchise goals
Lead game-specific financial analysis including product-level financial statements, forecast and planning, cost management, and resource prioritization
Determine, develop, and deliver the right set of quantitative and qualitative data to help manage business considerations for a franchise
Manage, guide, and ultimately own recommendations related to project work commissioned by executive producers
Work with global operations, marketing, and finance groups to coordinate budgets, forecasts, and priorities
Cover Letter which should include

Manager, Financial Planning & Analysis Resume Examples & Samples

Perform overall budgeting and forecasting of consolidated Profit & Loss statement
Support budgeting and forecasting of Balance Sheet and Cash Flow
Provide financial insight through thought process, modelling, and any other tools to aid in reaching the appropriate financial decisions for the business
Create and submit budget/forecasts for Corporate, Executives, Board Members and Investors
Manage the planning of salary and benefits expenses and related headcount data for IMAX China and perform analysis of actual results comparative to plan
Assist in producing an accurate picture of the financial health of IMAX China which is then shared with our investors
Assist in ad hoc projects where financial support is needed
Presents financial results both verbally and in written reports to senior management
Minimum of 5 years of experience in accounting or finance with at least 3 years in a planning/budgeting role that involved having to coordinate a planning process
Excellent computer skills (Excel) and financial modelling skills, and familiarity with automated budgeting/reporting tools
Advanced analytical and problem-solving abilities
Able to handle multiple demands and competing priorities
A self-starter who is able to work and think independently
Experience with SAP an asset
Excellent interpersonal and communication skills, both written and verbal in English and Chinese
Ability to effectively present findings to senior management in a clear and concise manner
Organizational skills and ability to prioritize work

Manager Financial Planning & Analysis Resume Examples & Samples

Be a strong business partner for all internal stakeholders
Responsible for the monthly actual financial reporting: controlling /
Prepare monthly/weekly reports as required by the different departments (Sales, Operations, Marketing, etc.) or as required by the Market / HQ through Standard
Expert skills in Microsoft Outlook, Word and Excel
Advanced skills in PowerPoint a plus
A good team player with an international mindset
Strong accounting knowledge of IFRS and local GAAP
Minimum of a Bachelor’s degree in Business Administration – Accounting & Finance
Functional:> 6 years
Industry: ideally apparel/fashion/shoes or FMCG
Exposure: Legal issues, applicable laws, business

Manager Financial Planning & Analysis Resume Examples & Samples

Responsible for administration and maintenance of the InFinIT SG&A Planning Tool and SharePoint security related to monthly SG&A reporting including T&E and roster data across entire HBI businesses
Serve as expert with regards to the data hierarchies in InFinIT and Fincon and will be asked to develop reporting for senior management on a routine basis
Drive development and implementation of new financial processes and systems as well as facilitate the training effort for other function groups as it relates to new systems
Provide financial information to senior level management specific to SG&A analysis, financial reporting, planning, and budgeting across 180 Corporate departments
Manage the timely and accurate reporting of financial results to meet internal and external requirements in accordance with HBI Global Business Practice standards
Establishes, maintains, and monitors control systems to safeguard company assets and assure compliance with corporate policies and procedures
Provide day-to-day financial support to the corporate functions
Integrate and develop processes that meet business needs across the organization
7 or more years of experience
Demonstrated ability to partner with senior management
Strong technical skills (Lawson, InFinIT, COR360, SharePoint, Microsoft Office, Pivot Tables, Master Table Maintenance (MTM))
Demonstrated organizational skills
Examples of effective teamwork
Track record of consistently meeting deadlines and due dates
Strong communication and interpersonal skills, written and verbal, as well as successful presentation skills
Willingness to adapt to a changing environment with an emphasis on process improvement
The ability to thrive in a dynamic fast-paced environment of a growing company

Manager, Financial Planning Resume Examples & Samples

Maintain the in-year financial model and update for monthly actual results and quarterly forecasts
Ensure continuous improvement of tools, methodology, content and format of all analyses and presentations
Fluently bilingual (English & French)
Effective process planning and implementation skills
Knowledge of SAP would be an asset
Strong analytical and organizational skills
Deadline-driven and customer-focused
Professional Accounting Designation, (CPA,CA, CMA or CGA)
Background in finance (3 years of relevant experience)

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead/implement the budget/forecast process
Creating and maintaining budgeting/forecasting models
Anticipating requirements, trends and variances
Developing action plans
Establishing financial objectives
Measuring and analyzing results and initiating corrective actions
Minimizing the impact of variances
Preparing and updating rolling forecasts
Year/month end close responsibilities
Monthly and quarterly company financial reporting
Bachelor's Degree in Accounting or Finance; MBA preferred
Minimum of five years’ experience as Financial Control, Financial Planning and Analysis
Minimum of one year Management experience
Strong leadership skills required
Experience in multi-unit wholesale/retail concepts preferred
Business Intelligence/Objects and Lawson M3 skills desirable

Manager, Financial Planning Intern Resume Examples & Samples

A good attribute is the ability to leverage internal knowledge and experience of RBC partners in order to build customer loyalty and trust
A minimum of 3 years Sales Management experience, with a proven track record of sales managing teams of investment professionals
Strong people management skills, able to assemble and manage a new team of people
Strong relationship builder - able to establish both internal and external working relationships in order to identify and implement strategies for business growth
Strong business management skills – able to balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder. Follow corporate compliance guidelines to operate within legal and securities regulations and maintain appropriate risk exposure
Well developed Impact & Influence competency - ability to work with a wide variety of business partners to achieve success within a market place

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Provide new business development with financial support and strategic partnership ideas focused on profitability and new customer generation
Development of the financial analysis and metrics for all business development related deals. Communicate findings and recommendations to top management and decision makers in Marketing, Merchandising and Finance
Partner with Divisional Senior Merchants and Planners providing the appropriate financial information needed for negotiating celebrity and designer contracts
Provide on financial guidance on entertainment related sponsorship and licensing opportunities
Manage information flow between various cross-functional teams to ensure all the appropriate financial information is obtained when considering the overall financial implications of a particular deal
Keep open communication with accounting and tax on any deals which require their expertise
Stay in close contact with the various FP&A leads for each cross functional area to ensure final deal financial impact is considered in future forecasts and budgets
Partner with legal counsel in reviewing and drafting agreements ensuring the appropriate business and financial language of all contracts being negotiated

Manager, Financial Planning & Analysis Resume Examples & Samples

Prepare / coordinate 10 year financial plan – P&L, cash flow and capex
Work with Enterprise Strategy and Development on planning, tracking and reporting synergy savings
Provide business analyses for platforms
UTC restructuring reporting
Headcount tracking and reporting
Actively participate in annual plan process
Provide analysis of central budgets
Drive application of our ACE tools and process improvements
Supervise direct report(s)
Human Resources

Senior Manager Financial Planning & Metrics Resume Examples & Samples

Financial Planning & Country Allocations
Oversight, leadership and management of the financial planning process for Shared Services units in Toronto and oversee, and facilitate the negotiations for Shared Services Centres with Senior Management
Lead the process for defining country allocations, liaising with head office Finance, regional units, country management and Shared Services Centres
Provide assistance, advice and counsel on financial planning, country allocations and Shared Services to countries, IB Finance and Shared Services senior management
Provide reporting, analytics and intelligence on trends, escalate issues and propose improvements to the process to mitigate manual work
Metrics & Dashboard Production
Re-engineer existing process by leading the design and implementation of key metrics to track performance of shared services units across the Division
Clearly articulate trends on key metrics management and propose solutions to identified issues
Design and maintain the executive dashboard for Shared Services , working with different levels from Senior management to programmers to ensure delivery
Lead the onboarding of LATAM Shared Services Centres to standard processes
Initiative Planning Process & BCP Pool
Lead the annual process for initiative planning for Shared Services , liaising with multiple stakeholders
Design and implement a mechanism for ongoing reporting on projects with emphasis on accountability and timely delivery
Provide coaching to Shared Services team members on best practices for Project management and reporting based on updated standards
General Accountabilities
Identify opportunities for efficiency improvement within scope of accountabilities by maintaining a network of contacts with service users and IB partner groups and soliciting suggestions & researching opportunities
Support department initiatives by proposing opportunities for improvement and providing insights on trends
Contribute to the satisfaction of financial and performance management needs in Shared Services by providing expert advice and counsel to hub, countries and colleagues in Shared Services and by participating in special assignments that will periodically arise
A self-starter, results oriented, very organized & highly motivated individual who can apply his/her knowledge to independently resolve complex business problems that are multi-dimensional
Able to focus on multiple projects concurrently to efficiently balance time & resource conflicts
Demonstrated attention to detail in ensuring accuracy of data collation & reports
Able to deal with highly sensitive/confidential issues, on issues ranging from policy to risk analysis to general support, in areas related to Operations and Shared Services
Positive attitude and ability to effectively work with team members in achieving common objectives
Good interpersonal and communication skills for interacting with various levels of management, international offices and varying cultures and languages
Knowledgeable of Policies & Procedures relative to Operations & Operations Risk Management
Spanish fluency is a must
Proficient in Microsoft Office programs: Excel, Word, Power Point
Process improvement experience is desirable

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Prepare and review film ultimate models (independently and with the assistance of a consulting firm) to determine potential range of performance based on comparable films
Lead preparation of materials to inform management and lender of current and projected future borrowing capacity under existing production credit facility
Liaise with accounting staff to assist and review the monthly close process, including revenue recognition, amortization, and impairment calculations
Manage the development of long-term and annual operating plans, as well as monthly and quarterly forecasts
Monitor and analyze key industry statistics and trends including box office performance, home entertainment physical and digital transformation, television, and ancillary revenue streams and challenge/adjust models and forecasts accordingly
Monitor ongoing business performance and prepare presentations that communicate both business results and operating issues
Participate in quarterly compliance process relating to Company’s production credit facility, including covenant calculations
4+ years of experience in FP&A for the Film industry
Experience building financial models for a variety of film investments
Experience managing and preparing forecasts for individual films, ranging from acquisitions to co-production of direct-to-video and theatrical releases
Strong understanding of standard financial techniques (NPV, FCF, IRR, ROI)
Superior strategic skills and sound business judgment
Highly organized and detail oriented with ability to implement control procedures
Team player with strong interpersonal skills
Self-starter with proven ability to work independently with minimal supervision
Some travel may be required (corporate office is located in Stamford, CT)

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Lead the forecast and budget process for retail sales, marketing, overhead and CashFlow
Partner with Department heads in reviewing and delivering monthly financial results in line with their agreed budgets, identifying areas of opportunity and providing recommendations for corrective action and other cost savings initiatives
Provide monthly Financial review including the identification of top line, margin and expense trends, and tracking and monitoring of financial performance compared to plan, forecast and prior year
Ensure financial performance is in line with expected results by reviewing/analyzing weekly/monthly sales, margin and expense metrics; identify short term and long term trends and communicate potential outcome to business partners
Prepare monthly reporting package for executives and headquarter
Prepare operating, headcount and capital budgets and forecasts and monitor progress and trends
Research, analyze and report on key business drivers, trends and performance indicators. Develop relevant KPI’s to measure financial performance

Senior Manager Financial Planning & Analysis Resume Examples & Samples

Month end reporting, forecasting, annual long range plan and OPC target setting
Coordinate visibility to quarterly and full year global capital
Explanations of drivers
Interpret impact of business decisions on monthly / quarterly / full year results
Early warning signals of issues or changes to plan/forecast
Focused efforts to deliver results and drive discipline across process partners/segments
Work closely with Senior Leaders on development and issue resolution for below the line projects
Work across segments for various analysis and investigations
Develop Detailed financial reviews using financial modeling/trends for critical decisions
Interpret cost management (containment) analysis in achievement of targets
Lead and drive disciplined, new processes and clear communication to process partners related to bridges
Liaison between FP&A team and FBS
Drive other projects as needed throughout year
Assessing financial results while offering suggestions and implementing solutions
Provide management vital information for decision making
Develop and maintain financial procedures, ensure connection to external reporting policies
Support our transformation into a highly effective resource for managing processes and financial information
Master's degree preferred or combination of bachelor's degree in finance and 6 or more years of work experience
Strong PC skills, including Excel, Access, HFM, SAP and Word are required

Senior Manager Financial Planning & Analysis Resume Examples & Samples

Oversee monthly/quarterly projection, mid-year forecast, and OPC and related plans
Development of templates and owner in version control of analytics that support estimates
Key in interpretation and building of analysis as it relates to sales, gross/operating margin, bridges, currency, and guidance
Develop detailed financial reviews using financial modeling/trends for critical decision
Develope robust objectives and development plans
Demonstrate leadership across finance
Owner of key dates and deliverables and ensures all segments/process partners adhere (quarterly, mid-year, annual planning)
Develop and maintain information used in Board Meetings, Audit Committee reviews and Leadership meetings
Consensus building
Strong PC skills, including Excel, Access, HFM and Word are required

Manager, Financial Planning & Analysis Resume Examples & Samples

Coordinate and consolidate the long-term, annual and monthly financial planning and forecasting processes for the Disneyland Resort (DLR)
Understand, review and summarize key business drivers impacting operating performance through the course of different planning cycles. Includes preparation of comprehensive business reviews and updates to various Executive-level audiences
Provide day-to-day financial support including revenue and cost trending analyses, assessments of major new initiatives, and senior executive level presentations
Monitor and evaluate key economic indicators that may influence financial performance including both broad and area-specific ad hoc analyses
Partner closely with Operations Finance, Line of Business Finance, Financial Reporting, Financial Systems, and Revenue Management to ensure accuracy and efficiency of key processes
Provide expert data analysis or consultation regarding complex data processes, business processes and interfaces to support Segment Finance teams and makes recommendations to achieve financial targets
Regularly interact with senior management or executive levels on matters concerning several functional areas, divisions, and/or clients
Provide leadership, guidance, and motivation to a fast pace high-performing team
Minimum 5 years of progressive experience in finance, planning and/or strategy functions
Leadership experience in Finance with strong financial and analytical background and an excellent track record of achievement, advancement, and performance
Strong knowledge of financial systems and software (Excel, PowerPoint, SAP, BW Reporting); advanced proficiency in excel
Budgeting and financial planning experience with a strong understanding of financial statements and the various operating areas / business units within the WDP&R organization
Experience with financial modeling and profitability/cost analysis including business valuation and key decision metrics (NPV, IRR, Payback, Operating Income analysis and improvement). Requires ability to direct the analysis of financial performance to identify and address key financial variances, issues and opportunities
Demonstrated business savvy with a strong understanding of the external market, economic, and competitive forces
Strong interpersonal and communication skills; demonstrated ability to influence partners and key business decisions; proven ability to lead teams and build relationships across the company
Excellent written and verbal communication skills; high attention to detail; demonstrated problem solving and organization skills
Ability to meet deadlines, handle multiple priorities and perform job responsibilities accurately while working in a fast-paced and vibrant environment
Self-starter, with natural curiosity, enthusiasm, desire to learn and ability to deal with ambiguity
Ability to simplify complex issues and incorporates effective “storytelling” to engage and influence the audience
Ability to deliver presentations and communication to audiences of all levels persuasively, articulately and with full command of the topic

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

BS/BA in Accounting, Finance, or Economics
Experience with Hyperion Essbase/SmartView and SAP preferred
Must be proficient in Excel, Word and PowerPoint
Exceptional/advanced Excel skills are required, experience with macros and VBA preferred
Able to respond with urgency and accuracy in a fast paced, high pressure environment
Strong complex financial modeling ability required
Strong initiative and ability to take ownership of a process are required
Must be able to reason logically and often independently to resolve issues and propose solutions to problems that have multiple stakeholders
Must be self-motivated, highly organized, and flexible
Entertainment or media industry experience preferred

Manager, Financial Planning & Analysis Resume Examples & Samples

Supporting and assisting in the strategic planning process
Preparing and reviewing monthly and quarterly financial projections on a consolidated and line of services basis
Assisting in the completion of the quarterly President's Report and assisting in the preparation of the monthly Operations Review
Managing the preparation of special purpose or ad hoc analyses as required
Involvement with the on-boarding and development of new financial analysts and unit controllers

Manager, Financial Planning Resume Examples & Samples

Collaborate with related functions (Logistics, Sales Planning, etc.) to compile CSE (Concentrate Shipment Equivalent) forecast
Perform P/L modeling for SBP (3-year planning) on various scenarios
Compile UC (Unit Case) P/L and Brand Contribution in line with the Company Policies/Procedures and business strategies
Operate BPC (planning system) routines to ensure accurate input and timely submission to Group/Corporate for BP and RE routines
Assist Financial Planning Director in ad hoc analysis and presentation materials for management decision support
Bachelor degree or above, CPA a plus
Minimum 3-year experience in finance or planning area
Strong analytical skills and Excel/PowerPoint skills (pivot table, formulas)
Self-motivated, capable of working under pressure

Senior Regional Manager Financial Planning Resume Examples & Samples

Demonstrated ability in achieving business objectives through business planning activities, coaching and skills development of his/her team
Demonstrated ability in developing internal and external networking relationships
Strong communication skills (verbal and written) and influencing skills
5+ years of sales management experience in leading and developing a team of individuals, using strong team and relationship management skills
Proven organizational and time management skills
Please not that travel within the province of Ontario is required for this role

Manager, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s Degree in Accounting/Finance/Economics or Certified Public Accountant/Certified Financial Analyst/MBA
Expert understanding of finance theory and principals (discounted cash flow analysis, lease versus buy, weighted average cost of capital, etc.)
General understanding of financial markets, investment strategies and investment types
General understanding of accounting
Minimum five (5) years experience finance, accounting or analytical experience required
Experience building complex models using Excel (forecasts, acquisitions, capital investments, etc.)
Business planning (budget or long-range) experience preferred
Experience with budget software preferred
High-energy self-starter with history of successful accomplishments
Quality focused
Process improvement focused
Calm under pressure
Acts with a sense of urgency commensurate with the situation
Excellent financial/business acumen
Strong oral and written communication and presentation skills
Able to simplify and effectively communicate complex information

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage the consolidation of Operating Plans, Estimates, and Quarter-end pacing, including income statement, working capital, and headcount
Provide variance analysis and reporting for Plans and Estimates
Work closely with operations on Monthly/Quarterly/Annual accounting closes, reporting and variance analyses
Prepare monthly financial and operating review reports and presentations
Own the Hyperion Essbase planning and reporting system for Studio Operations providing recommendations for improvements as needed
Maintain financial performance by developing operating and financial metrics, analyzing results and trends, and providing recommendations to improve overall efficiencies
Create management reports and presentations on a routine and ad hoc basis
Direct manager of the senior financial analyst of FP&A
Bachelor's degree in Accounting, Finance, Business Administration, or related field
Minimum of 5 years of experience in in a finance and/or accounting role
Minimum of 3 years of experience analyzing financials and budgets
Strong computer skills with advanced Excel and PowerPoint
Experience in Hyperion Essbase strongly preferred
SAP Financial Systems experience
Ability to communicate effectively and influence at all organizational levels
Demonstrated success in team collaboration, service excellence and solutions focus
Minimum of 2 years supervisory experience

Manager, Financial Planning & Analysis Resume Examples & Samples

Responsible for Corporate SG&A and Global Capital forecasting, budgeting and long range planning
Provide timely and accurate analysis of financial trends and forecasts
Facilitates and presents Quarterly SG&A and Monthly Capital Meetings with executive leadership
Provide recommendations to enhance financial performance optimize SG&A
Ownership of all reporting related to Corporate SG&A and Global Capital
Development and execution of financial processes, reporting and key deliverables
Act as financial business partner and liaison with company Department Heads (SVP’s)
.Provide short and long term financial insight, analysis and recommendations on initiatives
Responsible for monitoring the success of the strategic initiative implementation, analyzing the data and reporting financial results and outcomes
Owns proactively identifying and communicating business opportunities and cost savings ideas, ultimately influencing a positive financial outcome for the business
Anticipate needs of senior management and business partners, and prioritizes team efforts to deliver results
Drive financial modeling improvements in planning and forecasting to enhance process efficiency, support new initiatives and to accurately capture changing business economics and structure
The candidate should be able to operate without much direction and be able make an immediate impact on the organization
Performs other incidental and related duties as required
Bachelors degree in Finance, or related field; CPA or MBA a plus
Excellent communication skills and executive presence
Exceptional analytical and problem solving skills
Ability to influence across the organization at senior levels and to become a proactive, trusted advisor and thought leader on tactical issues in order to drive results
Demonstrated initiative and ability to work with Senior business partners
Strong verbal, written and formal presentation skills including ability to communicate complex financial issues in a simple way
Strong interpersonal skills: work well as part of a cross-functional team and able to interact at all levels
Proven ability to interpret and synthesize data into intelligent business decisions
Ability to manage multiple initiatives and changing priorities

Assistant Manager Financial Planning & Analysis Resume Examples & Samples

Per the instruction of and/or under the supervision of Manager, Retail FP&A, execute the following tasks
Either PL or BS management – business analysis and planning
Providing business performance transparency and identify issues
Enhance KPI related data accuracy including Store Traffic data
Supporting relevant Retail function heads to work on action plans to drive profit
Per the instruction of Manager, Retail FP&A, develop and update a part of SBP2020 financial goals highlighting key strategic action points
Must

Assistant Manager Financial Planning & Analysis Resume Examples & Samples

Strong ownership to deliver required reports in accurate and timely manner
Intermediate to advanced skills in MS Office
Fluency in local language of Market HQ
Intermediate business English proficiency
Want: High fluency in English
3+ years finance experience
Want: 1-2+ years retail FP&A experience

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage the process for executive and leadership reporting for the monthly forecast, annual budget and leadership meetings
Manage the FP&A reporting analyst in delivering the monthly financial reports and outcomes
Develop models for quickly producing monthly financial status reports and decks through the financial cycles
Develop business case analysis and expense impact models for products and product tiers, promotional offers and new products
Serves as a technical liaison to Accounting, management, and other staff by providing financial planning experience, financial information and modeling, activity analysis, and variance analysis
Prepares and reviews budget materials for executive leaders and the Board
Supervises, coaches, develops, and prioritizes the workflow for Senior Financial Analyst and team members assigned to project teams

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Quarterly forecasting, annual budgeting
Enterprise cost analysis, cost run rate analysis
Special projects
Internal & external reporting

Manager, Financial Planning Associates Resume Examples & Samples

**The candidate needs to be mobile for the following regions: Laval, Outaouais, West-Island, South-West and Montreal-Centre***
Coach team to deliver pre sales planning, sales and relationship management, post sales and administration support to financial planners, enabling delivery of the Your Future by Design ® Advice Experience
Coach FPAs to take ownership & accountability of client problems at first point of contact, applying the “Make it Right” principles and escalate concerns and make referrals to Client Care Centre
Coach and monitor the FPAs’ activities to ensure they enable FP team performance with value added activities that drive effective client contacts and appointment bookings, and help to increase financial planning activities
Partner with MFPs to develop routines that drive client interactions, meet client contact commitments, and deliver business results
Conduct regular meetings with FPs, branch and other in-market partners to sustain the FPA support activities and ensure effective collaboration across teams
Promote FPA utilization of support tools, reports and resources that enable FPs to increase the time spent actively working with clients. Ensure team maximizes the use of technology to document details of client interactions and all relevant client sales, service contacts, client goals, activities and results in the most appropriate system, maintaining data integrity and building corporate memory, to enable continuity of client service, and facilitate future opportunity
Mobility required for Laval, Outaouais, West-Island, South-West and Montreal-Centre
Experience in coaching and management are required; knowledge in financial planning would be an asset
IQPF designation would be an asset
Knowledge in investment and advice tools
LI-NG1

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Ability to effectively present information and respond to questions from senior executives, stakeholders and cross functional business leaders
Ability to define problems, collect data, establish facts and draw valid conclusions, and determine and implement effective action plans
Ability to coach, manage, align, motivate and develop direct reports
Ability to execute scenario planning and investment case analysis as appropriate
Excellent analytical, written, oral, organizational, and presentation skills to influence company leadership and decisions at all levels
Strong Leadership & Management experience
Fluent in English (writing & verbal)
IT skills including working knowledge of SAP highly desirable
Advanced degree or qualification in Finance, Economics or Accounting (e.g. MBA or CPA)
Solid accounting skills and experience
Familiarity with SAP, COPA and other relevant adidas and industry Finance systems/analytical software a major plus

Manager Financial Planning & Analysis Resume Examples & Samples

Provide strong business partnership and finance leadership to the SVP of Marketing and the Marketing leadership team to support sound business decisions for investing in people, processes and systems to best support the organization
Demonstrate best-practices leadership while building a high-performing and analytically-driven team to think creatively about the business, drive revenue enhancements, and implement operational improvements that will impact divisional and company performance
Leverage strong understanding of the zulily business, including the short-term, mid-term and long term customer trends to create a sophisticated forecasting model and accurate next-quarter and long-term forecasting for the marketing organization
Possess a deep understanding and experience with marketing acquisition channels (offline and online/digital) and helping to establish effective ROI models
Develop deep understanding of the online e-commerce customer behavior and translating that profile into enhancing financial performance
Leadership experience in a fast-paced, high-growth, environment, with a strong understanding of marketing and retail e-commerce
Deep understanding of both the financial and business perspective in forecasting and tracking marketing spend and results
Proven success in roles with heavy analytical focus on operations and financial rigor
Ability to provide effective cross-functional leadership and collaboration with business leaders at all levels
Exceptional leader with track record of hiring and developing high-performing teams
Results-oriented with a strong sense of urgency and skill for driving teams to results
Strong understanding of the subscription business model (Customer Acquisition Cost, Churn, etc.)

Manager, Financial Planning & Analysis Resume Examples & Samples

Partner with division Presidents and delivery teams in a finance operations capacity aimed at optimizing financial performance and reporting
Oversee month-end closing process as it pertains to financial reporting, metrics, and required internal controls as a publicly traded company
Interface with ICF International (ICFI) corporate finance, accounting, audit and SOX teams for monthly, quarterly and annual requirements
Manage a team of 2-3 finance professionals
Minimum 8+ years professional experience in corporate financial planning and analysis or related field
Experience in a professional services organization
Experience in a publicly traded company
Microsoft Office proficient
Excellent written, oral and interpersonal communication skills
Client service oriented and fosters positive working relationships
Well organized with strong time management skills and attention to detail, follows through on multiple projects and juggle conflicting priorities in a fast paced environment
Strong financial analysis and management skills; good business acumen
Able to articulate financial concepts
Must also take initiative and is a self-starter

Manager, Financial Planning & Analysis Resume Examples & Samples

Overseeing customer billing and cash receipts processing
Proper recording and application of cash, management of outstanding invoices, and direct interfacing with customers on collection matters and dispute resolution
Support Management by providing timely and accurate payment and account standing information
Assure timely collection of monies due to corporation
Monitor and report on deviations from credit standards
Assure timely and accurate invoicing
Manage cash application making sure all cash receipts are applied properly
Assure that the companies standard template regarding invoice sample is in place for every customer
Conduct credit checks on all customer, establish and manage limits
Make recommendations to improve quality of invoicing and collection procedures
Weekly reporting of invoicing totals/aging totals/cash receipts/invoice adjustments
AR Manager will be required to manage a staff of 40+ employees
Minimum 5 years work experience in credit/collections with responsibility for direct customer contact. Three (3) years supervisory experience in a service company preferred
BA/BS Degree in Finance/Accounting or a commensurate level of directly related experience
Well-developed analytic and problem solving skills
Highly developed communication and interpersonal skills
Highly organized with ability to manage multiple priorities and deliver assignments on time
Successful in dealing with customer and company personnel at all levels
High degree of integrity including ability to successfully deal with sensitive or confidential information
Ability to exhibit poise, composure and confidence when confronting stressful or high-pressure situations
Personally exhibits a strong commitment to dependability and reliability with the ability to gain the confidence and respect of the customer base
Hands on, self starting, disciplined, and detail oriented individual with ability to work independently in a high volume environment that requires a work product that is highly accurate and timely
Demonstrate extensive knowledge and understanding of proper accounting treatment for accounts receivable transactions and activities
Must be experienced in and able to demonstrate proficiency with computerized accounts receivable software applications
High degree of proficiency with Microsoft Office software (Excel, MS Word)

Manager, Financial Planning & Analysis Resume Examples & Samples

Participates in company strategic initiates and supports the organizations long-term and short-term goals
Directs the collection and compilation of data for input to planning systems, proposes and directs the processing of "what-if" scenarios, validates and ensures production of regular sets of forecast/planning reports for management and Board
Develops and manage financial models aimed at increasing the financial performance of the organization
Prepares the company’s quarterly interest-rate risk analysis including the impact of non-standard interest rate shifts and changing assumptions. Provides comparisons to Policy limits and strategy recommendations based upon the results of the analysis
Ensure timely and accurate financial reports are submitted to management and works with staff on budgeting/forecasting on a monthly/ annual basis. Supervise, develop and direct staff
Manages the company’s investment portfolio. Reviews company’s forecasted liquidity position and recommends investments as appropriate to maximize portfolio yield consistent with safety and soundness. Ensures the company’s investment portfolio is maintained in compliance with applicable Policy Manual limitations
Manages the company’s borrowing sources. Coordinates the establishment and maintenance of credit lines. Evaluates and compares the cost of various wholesale funding sources. Ensures the preparation of required collateral reports to support borrowing sources
Directs the transfer of funds between financial institutions and the company to ensure an adequate supply of funds and cash necessary to conduct daily company operations and retention of required reserves
Prepares analyses and recommendations for secondary market transactions including best-efforts and mandatory commitments to achieve best execution and effectively manage the mortgage pipeline. Executes approved commitments
Maintain relationship with broker/dealers and oversee transactions
Bachelor degree in Finance or related field and 7+ years of progressive finance experience including 2 + years in a management or supervisory function
Experience in the financial services industry is required along with broad knowledge of budgeting, forecasting and capital markets
Advanced proficiency with Excel and proficiency with SQL preferred

Manager, Financial Planning & Analysis Resume Examples & Samples

Provides financial/business analyses to Senior Management and Department Heads
Lead preparation of the annual plan, monthly forecasts and annual strategic plan for assigned areas
Develop detailed financial models used in the plan and forecast process as well as for ad hoc business analyses
Identify changes to business trends and cost savings opportunities through analysis
Continuous improvement of processes and tools
Coordinate activities with business partners to perform financial/business analysis and develop projections and budgets
Develop / analyze key performance measurements and benchmarking
Create detailed expense reviews and analysis
Prepare various Management Reports
Serve as Team leader to oversee and manage projects
Supervise and develop two associates
Prior financial planning & analysis experience and/or a retail background is a plus
Strong business acumen; proactive approach
Strong leadership and interpersonal skills including ability to work in a cross functional environment and communicate with all levels of the organization
Strong oral/written communication and presentation skills
Ability to work under pressure and manage multiple assignments and projects with varying deadlines
Strong knowledge of Microsoft Office Applications and Oracle

Manager, Financial Planning & Analysis Resume Examples & Samples

Preparation, consolidation and analysis of monthly forecast
Lead and project manage the annual planning process
Drive accountability for the forecast and plan
Preparation of analysis and presentations for the leadership team; both standard and ad hoc
Develop and maintain HFM reports and retrieves
Drive continuous improvement to the quality and relevance of data and processes
Actively seek out and facilitate/lead deep dives into developing issues
Perform non-production/discretionary spend approvals

Manager Financial Planning & Analysis Resume Examples & Samples

Analyze complex financial information to identify underlying business drivers and trends to deliver improved sales and profitability
Build financial models to evaluate new business opportunities
Analyze risks and opportunities of business proposals to determine impact on financial results
Develop, manage and monitor key performance indicators
Provide business partners with ongoing financial insight into operational performance
Develop cross-functional partnerships with and effectively communicate financial information to partner teams
Drive implementation of financial planning best practices
Support annual planning process as well as to ongoing forecasting process
Bachelor’s degree in Economics, Business, Applied Mathematics, Computer Science, or related field (MBA Preferred)
Three years of experience in financial modeling and analysis
Understanding financial statements and drivers that influence the P&L
Excellent written and verbal communications skills

Manager, Financial Planning & Analysis Resume Examples & Samples

Supervise, develop and directs staff
Works with staff on budgeting/forecasting on a monthly/ annual basis
Process improvements
Creates financial models to increase the financial performance of the organization
Manages the company’s investment portfolio
Reviews forecasted liquidity position and recommends investments
Bachelor degree in Finance
Advanced familiarity with Excel
Proficiency with SQL

Manager Financial Planning & Analysis Resume Examples & Samples

Minimum 5-7 years professional experience in Financial Planning
TV Distribution Finance experienced preferred
Advanced proficiency in Excel including advanced modeling and data mining capabilities required, as well as Word and PowerPoint, Experience with Essbase, Hyperion, Cognos preferred
Attention to detail and strong oral and written communication skills are required; able to research thoroughly and present accurate information precisely and confidently
Must be self-motivated, flexible, and have excellent organizational skills, ability to prioritize and multi task

Manager, Financial Planning & Analysis, ADF Resume Examples & Samples

Assist in the preparation, review and management of the Global Brand Annual Budget Package Presentation and 3 year Strategy & Long Range Planning packages to Sr. Management including all supporting schedules
Work closely with the business teams to assist in the development of financial models, tracking of franchises and channels against Key Performance Indicators, pricing reviews, affiliate performance, etc. across all ADF Brands – Aramis, Michael Kors, Tory Burch, Tommy Hilfiger, Donna Karan/DKNY, Ermenegildo Zegna, Marni, and Kiton
Review and interpret monthly Financial Estimate information from the Corporate Performance Management system (“CPM”) for Regions/affiliates and Global brand functions for resource allocation and other decision making purposes
Monthly Reporting - work with Sr. members of the Global Brand FP&A team, corporate reporting group and the GBFG to develop ad hoc reporting/analytics as necessary for business decision making purposes. Several of the analytics are created independently by this role using Company systems and spreadsheets (Excel)
Review all financial information of affiliates and collaborate with regions to ensure that visible consumer spend (OPEX and Capital) is in line with the Global brand Strategy (i.e. levels by franchise and expense type), is on plan or within agreed estimate levels as well as in compliance with licensor contracts
Perform analytics - portfolio mix (product category/channel), new product innovation, Indirect costs, pricing, revenue, COG’s
Assist in the review and management of the P&Ls, Global Brand Monthly Performance Package, Investor Relations, COG’s/Gross Margin management, etc. in order to be knowledgeable about the brand and provide a strong foundation for FP&A function
Assist in the support and servicing of the NY Global Brand and Regional teams as needed. This is a collaborative responsibility with the Global Brand Financial Group (“GBFG”) who handles Closing, Reporting, Estimate and Capital, etc so the expectation is to maintain a strong working relationship with the GBFG. Provide supporting analytics to associates in the Global team to be utilized in the monthly Estimate process and other financial support initiatives
Collaborate with cross-functional teams including Global Business Planning, Creative and Marketing to evaluate ADF proposed marketing programs that will deliver scale with the highest return on investment
Assistance with special projects/project management
5+ years experience in Finance/Accounting preferred
Degree in Accounting and or Finance, MBA preferred
Very strong PC skills and experience in Windows packages (Excel, Word, PowerPoint) and financial systems SAP/CPM (corporate planning system)
Budget and Strategy experience, monthly estimate management experience preferred
Understanding of advanced financial analysis techniques using spreadsheet software, as well as any specialized financial Forecasting/Estimate software the company may have
Ability to assist in the design of reports that present both actual and budget data in a concise manner for use by top management in decision making
Strong analytical and interpersonal skills. Ability to communicate with Sr. management (orally and written) in a concise/executive summary fashion
Well organized with ability to manage multiple projects concurrently

Manager Financial Planning & Analysis Resume Examples & Samples

Work closely with the Controller and under the supervision and guidance of the CFO
Produce financial models on a weekly basis used to forecast financial results
Investigate and explain operational and financial variances to budget, forecast and prior year
Drive customer profitability analysis by working closely with internal stakeholders
Prepare various weekly and monthly reports and schedules
Perform research on special projects and technical topics as determined by the CFO
Prepare executive presentations and financial reporting packages
Interact with various functional areas in rolling monthly forecasting process; drive annual budget process
Support operating groups and Senior Management with in-depth analysis and reporting in an effort to drive growth
Create models for the financial assessment in the M&A due diligence process
A four year college degree in Accounting or Finance
Minimum of 5 years of experience in financial modeling, business analysis, FP&A, business integration, analytics
Attention to detail, with high standards of accuracy and review, but must have ability to see the big picture
Very strong abilities in both Microsoft Excel and PowerPoint. Access skills are a plus
Must possess strong analytical and organizational skills with the ability to manage multiple tasks simultaneously and consistently meet tight deadlines, work efficiently with a sense of urgency, a high degree of accuracy and attention to detail
Ability to work independently and as part of a team with a desire to learn
Enthusiastic team player, productive working independently or as part of a group; ability to interface effectively with all levels of the organization

Assistant Manager Financial Planning & Analysis Resume Examples & Samples

Running the monthly demand planning process from initial planning to in season activities
Drive consensus plan between Sales, Retail, Ecom & Marketing
Focus on volume & value (Gross Sales to Std. Margin)
Identify gaps & facilitate gap closing activities
Disaggregate demand plan down to article / SKU level & communicates with Supply
Personal impact and high communication skills
Analytical skills
Commercial and business acumen knowledge to challenge and drive consensus between Sales & Marketing
Preferable experience in analysis and/or forecasting

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Looking for someone with a Bachelor’s degree and 8+ years or more of job-related experience
MBA, CPA or Accounting background required
Strong Excel and PowerPoint skills, with particular focus on financial modeling and the use of advanced features of spreadsheets
Experience with Hyperion Planning and Hyperion Essbase is strongly preferred
Highly organized and ability to work on multiple projects at once
High level of analytical ability and accuracy
Ability to translate finance and accounting concepts for business unit leadership
Ability to understand business and business drivers and translate into finance and accounting concepts
Ability to work independently and complete tasks with minimal supervision
Excellent communications, interpersonal and presentation skills required
Prior management experience
Team player able to build relationships and work across the organization
Strategic and analytical thinker with superior problem solving and decision making skills
Excellent time management, project management and organizational skills
Must thrive in a fast-paced, results-oriented, collaborative environment
Highest level of integrity and good judgment, with the ability to effectively deal with highly sensitive and confidential information
Flexibility a must

Manager, Financial Planning Resume Examples & Samples

Branch Compliance Officer /BCO
Financial Planning designation - either Personal Financial Planning (PFP) or Certified Financial Planner (CFP)
Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC)
Minimum of 3 years Sales Management experience with a proven track record of sales managing teams of investment professionals
Strong business management skills – able to balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder
Follow corporate compliance guidelines to operate within legal and securities regulations and maintain appropriate risk exposure

Manager, Financial Planning & Analysis Resume Examples & Samples

MBA strongly preferred
Minimum 5 years of financial planning, accounting and/or finance experience
Strong proficiency in all Microsoft applications (Word, Outlook, PowerPoint, Visio), and exceptional/ advanced Excel skills, experience with macros and VBA preferred
Team player with a demonstrated ability to operate in a cross-functional team environment

Manager, Financial Planning Resume Examples & Samples

Achieve business results through sales and market leadership
Leverage tools and technologies to enable employee engagement and effectiveness
Implement strategic direction and representation in the local marketplace
A minimum of 3 years Sales Management experience with a proven track record of sales managing teams of investment professionals
Experience in financial planning preferred but not necessary

Manager, Financial Planning & Analysis Resume Examples & Samples

Oversee the month end closing process for Operations to ensure timely and fully analyzed submissions
Work closely with the Operations segments to develop monthly forecasts inclusive of P&L and cash flow inclusive of all elements of working capital and other NOA
Manage annual planning process in coordination with the annual standard setting process
Coordinate UTAS wide cost reduction and working capital reporting
Support ad hoc management & customer requests for financial information
Support SAP post go-live activities

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead the development and execution of annual and long-term financial plans as well as interim forecasts and scenarios, focusing on the underlying business drivers, key financial and operating metrics and sensitivity analysis
Partner with Accounting on monthly close process
Assess actual results and trends relative to forecast to ensure a thorough understanding of the variance drivers
Lead creation of monthly, quarterly and annual financial presentations for zulily, QVC and Liberty management, including investor relations support
Lead implementation of BPC (budgeting and planning tool) and own partnership with Accounting and Tech teams
Demonstrate best-practices leadership while building a high-performing and analytically-driven team to think creatively about the business
Refine the Company’s modeling tools and techniques to support business growth including effectively translating business requirements into planning and reporting solutions
Ensure modeling tools and techniques incorporate versatility to support quick turnaround and multiple growth scenarios
Partner with senior business leaders on ad-hoc analyses and special projects and present recommendations to senior management
Bachelor's degree in Finance, Accounting, Economics or other related discipline is required. MBA or CPA a plus, but not required
5-7 years of broad-based, progressive financial analysis and planning experience
Financial modeling and analysis techniques in high growth organizations including advanced proficiency with Microsoft Excel. SAP BPC, SQL a plus
Ability to work with senior business partners in a fast moving business
Results-oriented with a strong sense of urgency

Manager, Financial Planning & Analysis Resume Examples & Samples

Extensive involvement in the business unit’s month-end close process; preparing related journal entries, analysis and any other activity that is required to ensure that the financial statements are fairly presented in accordance with GAAP
Prepare the business unit’s monthly financial reporting package (close and forecast) to be furnished to senior leadership team including Financial Statements, analysis on the operation results and financial position with the key highlights on variances and initiatives
Develops detailed reports and summaries to analyze and describe financial activity and assists business unit senior leadership team in interpreting results as well as predicting future activity. Establish objectives, plans and metrics for the business finance department to ensure planned profitability is achieved
Preparation and analysis of the consolidated Annual and Medium to Long Term Plan. Prepare presentations of the financial plan for senior leadership team
Collaborate with across all functional teams in revenue/profitability historical trending, revenue/profitability projection, in-depth pricing and product analysis, and customer insights. Provide key takeaways to senior management team to support their decision making
Develop complex business/profitability models to support revenue/profitability projection, pricing and strategic initiatives. Independently analyze complex data to identify relevant information, develop feasible methodologies, and make required recommendations for the continuous improvement
Evaluate the financial and strategic impact of new business opportunities including business development strategies, new product and service offerings, large customer proposals, and other initiatives
Conduct ad-hoc analyses, including revenue/cost trending & forecasting, risk/return analyses for investment decisions, and product profitability and variance analyses
Interact with business units across the organization to gather and compile data needed to conduct analyses or assist senior leadership requests
Participate in discussions and develop analyses used by senior leadership to make long term strategic decisions; provide usable recommendations and action plans for growth and profitability improvement
Become a valued and enthusiastic team leader/member on a wide variety of shared projects; works as a true team player to balance multiple projects and accomplish tasks with limited guidance
Develop and promote strong working partnerships among other Analysts and throughout the finance, operations and information systems functional areas and actively assume a leadership and ownership role in systems enhancements and process improvements in order to improve the quality and accuracy of financial information provided within the business unit
Utilize analytical capability and experience to evaluate business unit performance and provide recommendations to improve operational efficiency and cost effectiveness
Develop, implement, maintain and monitor meaningful forward looking indicators and key business metrics, and translate observed trends into meaningful business analysis and recommendations. administrative guidance to the business units as well as the team
Provide on-going financial analysis as needed to support the Higher Ed Business Unit and ad-hoc requests from the CFO, Director of Finance and Manager of Finance
Bachelor's degree in Accounting, Finance, Economics or related field, or relevant work experience
Advanced degree in business or finance (Master in Accounting/Finance and/or MBA)
Ten plus years of experience in financial modeling, planning and analysis, marketing analysis, strategy or related field; at least two years of team lead experience
In depth knowledge and understanding of financial and business planning, budgeting and forecasting processes
Knowledge of accounting and the associated rules and regulations; CPA as plus
Strong strategic thinking skills and ability to prepare and present complex information to senior management and large groups
Financial system/application (TM1, Oracle, Toad, etc…) experience
Microsoft Office super user (Excel, PowerPoint, Access, etc.)
Toad, Tableau experience is plus
Creative thinking with Excellent written and oral communication skills
Exceptional project management skill with the ability to take initiative and prioritize tasks; Proficient timeline control, yet flexible and willing to adapt to changing deadlines if necessary
Patient and positive attitude a must; neatness and punctuality important
Teamwork and leadership is must
Ability to perform smoothly under pressure

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage and prepare annual budget and quarterly forecast
Manage and prepare monthly Management P&L statements by segment, region, and country
Manage and Prepare cost center (budget vs. actual) reports
Conduct periodic budget reviews with department managers and directors
Recommend internal process changes which will lead to greater financial and operating efficiency
Manage and prepare various analyses and reports for distribution to senior management
Project manage the development of a Business Intelligence system that will provide key statistics for senior management
Lead initiatives to streamline financial reporting processes for company
Prepare valuations for potential acquisitions
Interview and select candidates for open positions on the team
Coach, mentor and develop team
Evaluate and performance manage direct reports
Demonstrates a proficient working knowledge of Microsoft Office Suite, including Microsoft Excel & Access
Must be detail-oriented and have the ability to work proactively and effectively with minimal supervision
Ability to prioritize and multi-task in a flexible, fast paced and challenging environment
Must be team-oriented, possess a positive attitude and work well with others
Excellent time management and project management skills
Superior organizational and analytical skills with keen attention to detail and quality
Demonstrates a proficient knowledge of accounting theory and methods
Demonstrates proficient presentation skills
Masters of Business Administration (MBA) Degree
Prior financial planning interaction or experience
Prior experience working in Oracle
Experience with Business Intelligence reporting systems
Experience working for a company with global operations
Experience in consolidating financial information of multiple companies or business units

Manager, Financial Planning & Analysis Resume Examples & Samples

CPA required
3+ years of management experience required
Advanced Excel and Powerpoint
Public accounting strongly preferred
Oracle and Hyperion strongly preferred
Masters of Science in Accounting preferred
Supervise two direct reports
FP&A, long term forecasting and modeling
Internal management reporting / presentations to be delivered to the C-suite and BOARD
Designing reports / slides for earnings calls
Financial modeling & sensitivity analysis
Financial analysis & reporting (using Hyperion)
Budgeting, US GAAP & cash budgets
Cash forecasting and sychronzing with Finance & Treasury
SOX & internal control compliance; handling audit requests
Software implementation initiatives and other projects as needed

Manager, Financial Planning & Analysis Resume Examples & Samples

Supports Regional FP&A teams through coordination of budgeting, forecasting, and compensation planning
Aggregates, analyzes, adjusts and finalizes West Division forecasting, budgeting and compensation planning
Works closely with Regional FP&A teams to ensure consistency, alignment and standard approaches in relation to organizational education of financial performance
Coordinates and collaborates with Regional FP&A teams on creation and alterations to Divisional reporting and analytics
Creates materials for and trains Regional FP&A teams on existing and new financial reporting, forecasting, budgeting and compensation tools, analysis and approach
Provides ad hoc reporting and analysis for Sr. Management upon request

Senior Manager Financial Planning & Metrics Resume Examples & Samples

Oversight, leadership and management of the financial planning process for IOSS units in Toronto and overseas, and facilitates the negotiations for Shared Services Hubs with Senior Management
Leads the process for defining country allocations, liaising with IB Finance, regional units, country management and IOSS Hubs
Provides assistance, advice and counsel on financial planning, country allocations and IOSS services to countries, IB Finance and IOSS senior management
Provides reporting, analytics and intelligence on trends, escalates issues and propose improvements to the process to mitigate manual work
Re-engineers existing process by leading the design and implementation of key metrics to track performance of shared services units across the Division
Clearly articulates trends on key metrics management and proposes solutions to identified issues
Designs and maintains the executive dashboard for IOSS, working with different levels from senior management to programmers to ensure delivery
Leads the onboarding of LATAM Hubs on IOSS processes
Leads the annual process for initiative planning for IOSS, liaising with multiple stakeholders
Designs and implements a mechanism for ongoing reporting on projects with emphasis on accountability and timely delivery
Provides coaching to IOSS team members on best practices for Project management and reporting based on updated standards
Identifies opportunities for efficiency improvement within scope of accountabilities by maintaining a network of contacts with service users and IB partner groups and soliciting suggestions & researching opportunities
Supports department initiatives by proposing opportunities for improvement and providing insights on trends
The Senior Manager contributes to the satisfaction of financial and performance management needs in IOSS by providing expert advice and counsel to hub, countries and colleagues in IOSS and by participating in special assignments that will periodically arise

Manager, Financial Planning & Analysis Resume Examples & Samples

Demonstrates an advanced proficient working knowledge of Microsoft Office Suite, including Microsoft Excel & Access
Experience working with Business Intelligence reporting systems
Prior Financial Planning experience
Prior experience working in Oracle (Oracle, OBIEE, or Hyperion)

Manager Financial Planning & Analysis Resume Examples & Samples

For zone countries and adidas Turkey, provides support to Financial Controller in preparing periodic financial reports, annual budget and strategic business plan. Upon request, prepares financial analysis and reports including those for operational controlling
Provides support in preparing zone countries’ monthly financial reports (Balance Sheet, P&L, Working Capital, capital expenditures (CAPEX), Backlogs), weekly sales reports, quarterly and annual financial reports to Global. Distributes them to related units
Provides support to Financial Controller in preparing the annual budget and 5-year strategic business plan
Prepares and enters following year’s budget reports into the system towards year-end. Analyzes and updates monthly performance
Provides support in preparing standard costs and to export unit
Graduate degree in related fields
Min 5 years of experience in Finance, preferably in retail sector
Min 4 years of financial analysis experience
Proven skills in analytical thinking, problem solving, communication
Advanced skills in MS Office programs
Fluent in Turkish and English

Manager, Financial Planning & Analysis Resume Examples & Samples

Prepare budgets & forecasts and iterate results with relevant stakeholders. Consolidate detailed revenue and expense projections for each plan cycle that includes: Operational Budget, Feb Forecast, May Forecast, Long Term Plan, August Forecast, and November Forecast
Direct the updating/preparation of revenue and expense templates for each planning cycle. Oversee load of completed templates into Andale (BU planning system) and ensure data is consistent with templates received from each territory
Prepare presentations of plan results for each forecast cycle to regional management for sign off and consolidation into worldwide presentation
Manage weekly revenue flash and prepare summary highlighting changes to revenue. Factoring revenue “to come,” provide evaluation of probable performance against current operating plan
Conduct GL account review for all P&L activity, validating balances are reasonable and accurate as compared to current operating plans
Responsible for integrity of accruals that support financial close deliverables, which include
Revenue Accrual: Prepare based on trend analysis of royalties earned and reported for the quarter. Prepare actual to accrual analysis for prior quarter
Expense Accruals: Prepare based on commitments, POs, or other trend analysis
Identify major revenue & expense variance to plan and explain for consolidated. Cause of Change (COC) analysis
For each reporting & plan cycle, analyze operating performance to evaluate business risks & opportunities. Work with Financial operations and Sales to manage issues and develop solutions
For new business opportunities, evaluate proposition and proposed deal structure and provide recommendations to improve deal from a finance, tax, operational & business perspective
Prepare business plans, including revenue and expense projections (coordination with Sales, Marketing, and Legal), calculation of return on investment (ROI), net present value (NPV), commissions, and participations
Review performance of third party representations as compared to plan
Ownership of management reports (green books and blue books) for assigned region. This includes operating performance versus plan results and new forecasts versus prior plan. Assist Director with international consolidation used to present results to senior management
Other special projects as required

Manager, Financial Planning & Analysis Resume Examples & Samples

Development of annual/seasonal sales, maintained margin, gross margin, and inventory plans; partnering across Finance and Planning/Merchandising to ensure alignment of those plans with sourcing, costing, promotional, inventory, and product mix strategies
Primary ownership for top-down inventory planning and forecasting by channel, including support of corporate reporting requirements. Also includes budgeting and forecasting of quarterly top-side markdown reserves and other inventory adjustments
Brand finance lead on freight, sourcing, supply chain and capital planning; including strategic support for budgeting process, ad hoc analysis and expense improvement opportunities
Lead role in the development of a comprehensive budget and long-range planning model that links key company strategies with future P&L assumptions. Enhance business intelligence through the development of insightful reporting & competitor/industry analyses
Support monthly (MOR, OTB meetings) and quarterly (QBR, Board Meeting) meetings, corporate reporting requirements and ad hoc reporting and analysis

Manager, Financial Planning & Analysis Resume Examples & Samples

Reporting of P&L and balance sheet / Cash flow Management on a monthly basis including an update of planned initiatives
Provide business support to the various stakeholders in the organisation
Drive the budgeting process for all brands
Provide support for the legal function in drafting Commercial agreements and liaising with Group Legal
Drive the quarterly Forecasting Process and coordinate with the accounting team and the other departments to gather the required information
Provide the Director Finance with the monthly finance reporting pack
Check the monthly bookings of the accounting team to make sure they are in-line with the Group finance manual
Control & analyze all Financial KPI’s
Simulation of strategic initiatives within and proposal & quantification of alternatives
Measure progress on own KPIs
Monitor and supply high quality of all reports
Measure impact and progress on strategic initiatives within the Morocco region
Prepare the monthly bank reconciliation
Strong financial, business and numeric understanding including accounting knowledge of IFRS and local GAAP
Excellent communication skills including impactful presentation skills, influencing and negotiating
Advanced literacy and IT skills (Word, Outlook, Excel, PowerPoint) and use of Retail systems
Fluency in English and French. Arabic will be an advantage
University degree in Accounting ideally complemented by a professional degree such as CPA, CA, ACCA or comparable qualifications
Minimum of 6-8 years working experience in FP&A, and Accounting, ideally in apparel/fashion/shoes or FMCG, with an operational background

Manager, Financial Planning & Analysis Resume Examples & Samples

Analyzes current and past trends in key performance indicators, including all areas of revenue, expenses, and capital expenditures
Monitors performance indicators, highlights trends, and analyzes causes of unexpected variance
Supervises Financial Analyst(s)
Oversees and manages the continued development of budgeting, financial forecasting, operating plan, and modeling tools
Compiles quarterly and monthly financial reports
Implements and works with a business intelligence tool and dashboard reports
Improves performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions
Develops financial models and analyses to support strategic initiatives
Analyzes complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes
Supports senior management, region leaders, and Practice Leaders with in-depth analyses
Prepares and delivers presentations to the Ryan Board of Directors and senior management teams

Manager, Financial Planning & Analysis Resume Examples & Samples

Build and maintain relationships with business leaders to provide insight into financial reporting and analysis
Develop and maintain recurring reports with KPIs and analysis of financial performance for corporate programs and initiatives
Prepare informative and insightful materials for presentation to Senior Management and the Board of Directors
Collaborate on monthly close, quarterly forecast, annual budgeting and ongoing profitability optimization
Influence key cross-functional business partners by delivering ad hoc analysis and recommendations that encompass strategic direction, optimal value creation and proper focus of resources
Lead a team of Analysts
Bachelor’s Degree in Accounting or Finance. MBA is strongly preferred
5-7 years of meaningful experience in financial planning in a corporate setting
Strong business acumen with the ability to support disparate businesses
Superior analytical and quantitative/critical thinking skills
Solid financial knowledge and modeling experience
Demonstrated ability to express complex ideas in simple terms, present results and translate statistical and business terminology to various levels of management
Advanced skill level with MS Excel VBA & macros, Essbase cube reporting, data modeling

Manager, Financial Planning & Analysis Resume Examples & Samples

High Quality Routinized Reporting: Create, review, prepare and support monthly practice level financial packages
Workday Reporting (technology, reports and dashboards): Develop expert-level Workday reporting and configure dashboards for various teams. Enable the FP&A department to progress from a service provider to a functional expert to a transformation enabler to a strategic partner through higher customer service
Internal Monthly Performance Reviews: Quarterback the material creation for monthly internal operating review and executive committee meetings
Increase ROI by Leveraging the Workday Financials System to Automate and Scale Current Processes: Enable Ryan to develop and deploy comprehensive metrics and KPIs, followed by a use of structured data, followed by standardized reports and executive dashboards. Assist with Workday upgrade cycles to ensure current operation are not impacted, while taking advantage of new features and functionality. Support the management of system security by creating and monitoring various types of security
Annual Budgeting Process: Materially contribute to the continued development of budgeting, financial forecasting, operating plan, and modeling tools, including a detailed operating and capital budget with input from sales, operations, and all departments including practice level margin targets, proposed business cases and capital budgeting
Profitability by Supporting Other Business Units: Support senior management, Practice Leaders and principals with in-depth support and analyses as needed
External Presentations: Assist with the quarterly presentations to the Goldman Sachs led lender syndicate, as requested
Workday Implementation Wrap-Up: Assist in remaining outstanding items related to Workday conversion. Conduct routine audits to maintain data integrity and correct issues
M&A and Strategic Initiative Support: Develop financial models and analyses to support strategic initiatives (opportunity and need dependent)
Leadership and Training: Providing leadership and technical training while fostering a strong sense of teamwork for a team of financial analysts

Manager, Financial Planning & Analysis Resume Examples & Samples

Accountable for eCommerce financial planning, analysis, and reporting which includes preparation of business scorecards, forecasting and planning packages, and executive presentations
Develop meaningful analysis that is actionable and responsive to the changing assumptions of the business model
Develop a high performing team by ensuring every analyst has clearly defined objectives, understands expectations, and is accountable to delivering results
Provide analytical services to Senior Management that will drive key decisions related to eCommerce and Supply Chain through vigorous analytics clearly outlining the projected financial implications of proposed business decisions
Work with various stakeholders to ensure costs related to eCommerce can be accurately tracked and monitored to perform comparative analysis to existing retail operations
Support the preparation of the annual budget, monthly and quarterly forecasts, and monitor reports on results versus budget/forecast
Participate in Business, IT, Accounting, and Dealer preparation meetings to support business decisions related to eCommerece and Supply Chain
Partner and influence the Senior Management team to ensure that the plan for eCommerce is realistic and executable
University degree in Finance, Accounting, Commerce or business related discipline
Accounting designation (CPA – CA/CMA/CGA)
7+ years of progressive experience in Finance and Accounting with an emphasis on decision support
3+ years of experience in a managerial role leading a team
Superior analytical skills with an understanding of cause and affect financials
Able to clearly and confidently communicate written/verbal recommendations and articulate trade-offs
Admirable time management and self-management skills
Experience and knowledge in Supply Chain Distribution and Transportation is considered an asset
MBA is considered an asset

Regional Manager, Financial Planning Resume Examples & Samples

Increase Client conversion through management of the lead lifecycle
Identify areas for lead conversion improvement utilizing analytics
Client satisfaction
Monitor performance improvement plans as appropriate
Implement industry best practices for lead conversion improvement
Re-inforce OFOV methodology
Participate in planner training – new and on-going
Work with advisors on case studies as needed

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage the consolidation and analysis of the monthly financial close and forecast
Coordinate/drive the annual financial plan – Cash Flow, working capital and capex
Coordinate/drive 5- year financial plan – Cash flow, working capital and capex
Develop and apply a direct cash flow forecasting model
Lead a team of analysts
Central budget and headcount tracking/reporting
Drive best-in-class processes

Manager Financial Planning Resume Examples & Samples

Manages the annual Profit Planning process for the division
Manages the preparation of the divisions strategic plan
Responsible for HQ division ledger cost controlling, in particular for Marketing, Innovation and Admin (all non-product line cost centers)
Manages the financial reporting and follow up of the division’s monthly capex review and cost out activities in support of the division’s Director Operations
Provides the financial data related to VPP and other bonus schemes and supports HR ensuring the financial integrity of those figures and advises on the financial aspects of those bonus schemes
Oversees the division compliance activities (BSR planning & follow up, DSA narratives, ELC follow up, RepLetter)
Bachelor's Degree in Finance, Accounting or Business Administration
5 years’ experience in accounting / finance field, ideally with previous managerial experience
Strong technical expertise including US-GAAP & SOX
Solid knowledge of EATON Reporting Systems (Encore, SAP, Oracle)
Knowledge and understanding of (accounting) principles, policies and (business) concept
Solution oriented and able to work under pressure
Able to delegate effectively
Fluent in English. Another European language will be an advantage

Manager, Financial Planning & Analysis Resume Examples & Samples

Support preparation of corporate financial operating plan
Preparation of financial forecasting and clinical accrual modeling tools
Perform analytics to support corporate strategic planning and business development decision making, including long-term forecasting and valuation models
Business partner to Clinical R&D organization, provides support for budgeting process for clinical study and department budgets
Prepare budget vs. actual reports and variance rationalizations for management, department heads and project teams
Manage monthly clinical trial accruals for clinical studies, including preparation of monthly journal entries, clinical account analysis as well as efficient interactions with external clinical research organization (CRO) and other clinical trial vendors
Monitor and track for financial reporting purposes all CRO and clinical trial vendor spending, both actual and as compared to budgets and forecasts
Assist with management reporting and periodic presentations of financial and operation status to management and project teams
Perform ad-hoc analyses as needed
Comply with company regulatory, safety and compliance procedures and practices
May be assigned other projects and duties as required
Prior directly related experience in FP&A or Accounting
Previous life science (pharmaceutical, biotech, CMO or CRO) experience, including experience with clinical trial forecasting or accounting
Bachelor's degree in Accounting, Finance or related
Demonstrated history of resourcefulness, problem solving and ability to work both independently and collaboratively
Self-starter who can operate with autonomy and professionalism and seeks continuous

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage the Management Reporting function to ensure assignments and projects are completed timely and accurately in the areas of the annual budget/strategic planning, monthly forecasting, acquisition/integration efforts, and special projects
Coordinate the annual budget and strategic planning process including business unit deliverables, consolidation, analysis, reporting and presentation for the region
Coordinate and manage the monthly regional forecast and reporting processes
Analyze and evaluate budget and forecast data, calculations and underlying assumptions from both a business and financial perspective
Assess current processes, tools and methodologies for forecasting, analysis and decision making and implementing improvements
Supervise team including planning, assigning, and directing work; providing guidance and direction to staff in career development; interviewing, hiring, and training employees; appraising performance; rewarding and disciplining employees; conflict resolution
Understand and provide a clear understanding of key drivers underlying actual and prospective financial performance through quantitative analysis and written explanatory interpretations
Build strong alliances with business unit, COEs and corporate finance teams in order to effectively communicate priorities, maintain an understanding of current business operations, and assist in the development and integration of key planning processes
Work with Global Financial Systems and IT Departments in the implementation of changes or additional functionality to existing or new systems
Minimum of a Bachelor's degree (or equivalent) and 5 - 7 years of experience. Degree in Accounting or Finance preferred. MBA highly preferred. However, a combination of experience and/or education will be taken into consideration
This position can be based in our Morgantown, WV or Canonsburg, PA office location
Must possess strong finance/accounting technical knowledge. Prior forecasting, planning and financial modeling experience is required
Strong supervisory skills with ability to motivate and direct others
Strong overall business acumen. Demonstrated ability to work effectively with senior executives on complex issues. Demonstrated ability to provide superior customer service
Excellent oral and written communication skills. Ability to maintain confidentiality of information
Strong analytical skills with ability to exercise strong judgment
Excellent organizational, planning, problem-solving, and follow-up skills
Proficiency in speaking, comprehending, reading and writing English is required

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Provides leadership and direction for the Divisional FP&A function in the areas of financial analysis, revenue and expense forecasting and strategic initiative analysis
Works closely with the Senior Leadership in Operations and Sales to establish long-term strategic priorities
Leads Team of Financial Analysts and Planning professionals focused on Divisional revenue and long term financial plans and budgets as well as ongoing financial analysis of operations supported
Collaborates and builds solid relationships with Leadership across the Company to ensure financials accurately reflect operations, strategy, and risks
Develop and maintain metrics based financial model to forecast future revenue growth and product mix development
Assist in the design and maintenance of financial systems/applications used for budgeting
Supervise and coordinate preparation of monthly and quarterly forecast updates
Analyze monthly operating results and financial forecast in support of Operational Management
Develop and report monthly analytical measures of cost center and product financial performance
Work with the SVP of Finance and CFO as appropriate to evaluate acquisition candidates and perform acquisition due diligence
Assist with the post acquisition integration of administrative and operational functions
Bachelor’s degree in Finance or Accounting required
Masters degree in Finance or Accounting and/or Certified Public Accountant preferred
10+ years of experience in financial analysis and modeling
Strong-to-expert knowledge of MS Excel; light to medium knowledge of MS Access
Proficiency with financial statements, accounting concepts and financial analysis
Extensive experience in budgets, revenue and cash flow modeling preferred
Solid organizational skills and the ability to prioritize and manage time effectively to meet deadlines
Demonstrated ability to communicate effectively with all levels in the organization
Presentation and communication skills sufficient to present and discuss financial models and reports with C-level executives in the organization
Solid analytical and reasoning abilities; must be effective at summarizing financial information
Availability to work in excess of forty hours per week when projects demand

Manager Financial Planning & Analysis Resume Examples & Samples

Take complete responsibility of the Hyperion Planning and Essbase applications
Support finance team by developing additional functionality and enhancements within the Hyperion planning applications
Support the financial close, budgeting and forecasting processes and related reporting
Maintain and oversee the daily operations of applications
Develop and assist in the support/maintenance processes related to the Hyperion Planning Applications and any impacted upstream/downstream processes
Partner with the IT department to understand how Hyperion Planning integrates with the supporting data warehouse and reporting tools
Understand how data flows into Hyperion planning including how to load Planning from the COGNOS, HANA and manual submissions
Monitor the planning application for issues and conduct regular health checks
Support the expansion of Hyperion planning due to new business, acquisitions
Train global finance users on the applications
Strong interpersonal and team dynamic skills in working with organizations to address issues and execute plans
Strong analytical skills and ability to detect trends and issues as they emerge and to progress solutions in a timely effective manner
Bachelor's Degree in Finance Related or IT related field require
Minimum of 5 years’ experience working in finance and technology
Hands on experience developing and administering Hyperion financial systems on a global scale including experience with Essbase, Hyperion Planning, ETL processes
Experience with Hyperion SmartView
Extensive knowledge of Microsoft Office Suite, including Word, Access and Excel

Manager, Financial Planning Resume Examples & Samples

Management and Development of a team of Financial Analysts
Development of the division’s annual budget and monthly forecasts
Monthly variance analysis and management reporting
Financial support for capital planning and key internal projects
Business case development
Leading process improvement efforts and tool development within the finance team
Contributing to the development of project financials, program performance reviews, and the financial close process
Comprehensive knowledge of accounting and finance principles
Effective communication and presentation abilities
Demonstrated financial modeling skills
A bachelor’s degree in accounting or finance is needed; an MBA is preferred

Manager, Financial Planning & Analysis Resume Examples & Samples

Assist in the preparation, review and management of the Global Brand Annual Budget Package Presentation to Sr. Management including all supporting analyses (preparation of Supplemental Financial Support Book- Annual Budget)
Assist in the preparation, review and management of the Global Brand annual 3 year Strategy & Long Range Planning package to Sr. Management including all supporting analyses (preparation of the Supplemental Financial Support Book- Strategy)
Work closely with the business teams to assist in the development of financial models, tracking of franchises and channels against Key Performance Indicators, pricing reviews, affiliate performance, other
Assist in the support and servicing of the NY Global Brand and Regionals teams as needed. This is a collaborative responsibility with the Global Brand Financial Group (GBFG) who handles Closing, Reporting, Estimate and Capital, etc. Strong working relationship with the GBFG. Provide supporting analytics to associates in the Global team to be utilized in the monthly Estimate process and other financial support initiatives
Review and interpret monthly Financial Estimate information from the Corporate Performance Management system (“CPM”) for all International affiliates, Global brand departments in NY and other functional areas of the Brand for resource allocation and other decision making purposes
Monthly Reporting- work with other Sr. members of the brand FP&A team, corporate reporting group and the GBFG to develop ad hoc reporting/analytics as necessary for business decision making purposes. Several of the analytics are created independently by this role using Company systems and spreadsheets (Excel)
Review all financial information of affiliates and collaborate with regions to ensure that Visible consumer spend (OPEX and Capital) is in line with the Global brand Strategy (i.e. levels by franchise and expense type), is on plan or within agreed estimate levels
Analytics- portfolio mix (product category/channel), new product innovation, Indirect costs, pricing, revenue, COG’s
Review and understand monthly financial reports; i.e. P&L’s, reports to Investor Relations, Monthly Performance reporting, New Product reporting, Pricing reports, COG’s/Gross Margin management, Other, in order to be knowledgeable about the brand and to provide a strong foundation for FP&A work
5+ years’ experience in Finance/Accounting with emphasis on FP&A work
Degree in Finance/Accounting. MBA / CPA a plus
Very Strong PC skills and experience in Windows packages- (Excel, Word, PowerPoint) and Company financial systems SAP/CPM (corporate planning system)
Budget and Strategy experience, Monthly estimate management experience
Strong analytical and interpersonal skills. Ability to communicate with Sr. management (orally and written) in a concise/executive summary fashion. Presentations to upper management
Well organized and ability to manage multiple projects concurrently

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Performing analysis of operating and financial results against budget and forecast targets and prior period results for inclusion in the management reports
Participating in the development of the quarterly forecasts, developing analyses and projections which are used to complete the quarterly forecast in support of earnings guidance
Reviewing and coordinating all aspects of the regions’ budget, forecast, and cost analysis with the regional accounting team and analysts
Preparing routine and special reports for regional management, serving as liaison between the region and other corporate disciplines as necessary
Valuations – Individual assets, groups of assets and/or region are continuously reviewed to determine the value of the asset in the event of a sale or retirement. Management uses these valuations to aid them in determining if capital investments make economic sense
Look-back analysis – NRG has an extensive repowering program and Board approved projects require that look backs are completed to analyze if project returns are achieved. Work with project sponsor to understand financial model that led to the project approval
Bachelor’s degree with concentration in finance and/or accounting or comparable business field required, advanced degree preferred. Seven to ten years of experience in financial analysis with energy experience preferred
Ability to handle multiple assignments on a timely basis with a high degree of accuracy
Ability to work independently and complete responsibilities with little supervision, yet work well in team oriented culture
Ability to resolve complex finance and accounting issues
High level of motivation and aptitude for problem solving, with a strong attention to detail
Excellent interpersonal skills as this position requires significant interface with outside stakeholders and the senior management team
Able to work in a fast paced environment with tight deadlines
Proficient with Microsoft Word, Excel and Powerpoint
Experience with Hyperion is preferred

Manager, Financial Planning & Analysis Resume Examples & Samples

Support the development budgets and forecasts for assigned portfolio of business units
Develop monthly and quarterly FP&A reports for assigned portfolio of business units
Provide analysis and interpretations of actual performance versus plan/forecast and assess the impact on future results
Participate in strategic and operational planning processes
Provide analysis of client account deals in support of internal deal teams
Model pricing strategies for products and client proposals
Manage the revenue forecasting platform (Anaplan) both from a systems perspective as well as extracting, analyzing and modeling data
Participate in quick turnaround ad-hoc financial and operational analyses to inform strategies aimed at enhancing profitability and accelerating growth
Ensure the delivery of support that is consistent with end user expectations to facilitate organizational success
Continually improve the Company’s financial management processes
3-5 years of experience in FP&A with a proven track record of building and sustaining solid relationships with business unit leaders
Advanced Excel modeling skills required
Experience developing and monitoring operating and capital budgets and creating insightful, actionable reporting
A well rounded financial manager with the ability to go beyond the numbers, discern trends and consider the broad business implications in helping line management identify and exploit opportunities to improve performance
Demonstrated ability to apply financial analysis in solving business problems and integrating financial discipline into operational decision making
Contemporary knowledge of finance best practices and of how to exploit technology to enable productivity and collaboration
Experience with sales and revenue forecasting a plus
Experience with Anaplan preferred
AdTech, MarTech, or similar tech experience preferred
A results-oriented, hands-on individual with advanced modeling skills, a strong work ethic and who can operate effectively in a collaborative, matrix management environment
A forward thinking person with well developed critical thinking skills who considers long-term trends and broad business implications when determining approach or recommending actions
A “can-do” team player that is passionate about the business and has a strong desire to continuously improve performance and service
A manager with excellent interpersonal and communications skills who can quickly build rapport, establish trust and develop effective working relationships

Manager, Financial Planning & Analysis Resume Examples & Samples

Participate in monthly financial reviews, quarterly forecasting and annual budgeting / strategic planning processes
Perform P&L and Cash Flow analyses at a consolidated and business unit level
Improve budgeting process for assigned business teams. Align budget to business strategies and gain alignment from business partners
Analyze actual operating results and identify key financial and operating issues to be addressed; quantify actual results versus budget or forecast and ensure that cost controls are in place to monitor actual spending versus budget
Lead and coordinate with international finance teams in global financial statements consolidation and reviews
Bachelor’s degree of Finance or Accounting
Minimum of 4-5 years of experience in finance and accounting with experience in developing budgets and forecasts and other financial planning responsibilities
Excellent inter-personal skills working with multiple business stakeholders
Advanced knowledge with Excel and PowerPoint
Proven project management, problem-solving, critical thinking, and decision-making ability
Ability to operate in a high-energy, high-intensity and rapidly evolving environment
Experience with COGNOS TM1 a plus

Manager, Financial Planning & Analysis Resume Examples & Samples

Coordinates the annual strategic planning process and leads the financial modeling aspects of the process
Leads the company-wide annual operating plan/budgeting process and develops appropriate internal reporting that focuses on key risks and opportunities
Prepares monthly and quarterly reporting packages that provide focused analysis of actual versus plan results including identification of key variances and causes
Analyzes spending and revenue versus internal and external benchmarks and assists in the development of strategies to improve long-term performance
Develops models to evaluate and support new market and strategic investment opportunities including required scenario planning
Develops internal reporting metrics for working capital and provide leadership and recommendations for achieving benchmarks
Analyzes strategic projects and incorporate into the financial plan
Ensures accuracy of monthly and quarterly financial statements and reporting to headquarters
Ensures internal and external metrics are properly prepared and analyzed
Oversees the production of daily, weekly, monthly, and quarterly financial reports
Drives financial modeling improvements in the planning and forecasting process to enhance process efficiency, support new initiatives and to accurately capture changing economics
Leads SAP implementation of BPC and develop robust systematic reporting of actual results versus plan to departments and Senior Management
Manages a team of financial analysts including managing priorities, motivating, training, and retaining talent
Supports SOX compliance requirements relating to contract management and master data management
Prepares presentations for Senior Management including the President as required as well as ad hoc financial analysis as directed by the senior leadership of Finance
*Honda Aircraft Company is an Equal Opportunity Employer***
Bachelors’ degree in Business, Finance, Economics, Accounting, or other related field is required; MBA preferred
10+ years' of relevant FP&A experience
3+ years' of management experience leading the FP&A function
Previous related experience within manufacturing required
Previous related experience within aerospace manufacturing preferred
Working knowledge of manufacturing cost accounting, inventory processes and accounting
Proficiency in Microsoft Office Products required; Advanced working knowledge of MS Excel is a must
Proficiency in ERP systems; SAP preferred
Ability to communicate effectively throughout all levels within an organizations
Ability to effectively lead and manage a team

Senior Manager Financial Planning Resume Examples & Samples

Prepare and distribute quarterly and annual reports for management, board of directors, and investors
Help coordinate the annual budget, and long term forecast process
Review budget and forecast provided by the Regional Finance teams and the different business lines
Identify and explain the key drivers of variance to prior periods and help present findings to senior finance executives
Maintain and review detailed financial models including forward looking cash flows by property
Develop analytical tools to allow executives to better understand the state of the business
Model investor returns under different scenarios
Assist with conducting transaction analysis and compiling loan packages
Collaborate with other departments to improve processes and streamline reporting
Work with IT to prepare requirements documents for systems improvements
Update internal database with reported operating statistics on a quarterly basis
Participate in special projects from senior leadership team
Bachelor’s Degree required. Masters degree preferred
6 – 12 years of experience in finance or accounting, with a background in Financial Planning & Analysis, Investment Banking or Management Consulting preferred
Experience with having 1 or more direct reports
Advanced knowledge of Excel, including charts and building templates for other users
Able to successfully work in a team-oriented environment and partner with different functional groups
Ability to work independently, be proactive, and be resourceful
Capable of multi-tasking and maintaining a strong attention to detail under strict deadlines
Strong work ethic, a high-level of integrity, and the ability to take direction
Desire to pursue a career in finance and/or real estate
Experience with TM1 and/or ERP is a plus

Manager, Financial Planning & Analysis Resume Examples & Samples

FP&A Manager’s primary role is to partner with assigned business functions to provide analytical decision support and performance analysis, recommend and implement actions and drive more efficient and profitable results
Responsible for accurately forecasting and reporting results on a monthly, quarterly and annual basis
Provide comprehensive variance analysis, including identification of gaps, trends and opportunities within the business and recommendations for possible course corrections necessary to functional and finance management
Prepare annual operating and capital budgets for assigned business functions, including planning for strategic objectives, headcount, initiatives, expenses and operational metrics
Identify opportunities for business improvements leading to higher revenue, increased efficiencies or cost savings. Make recommendations for actions and drive implementation
Plan, facilitate and implement ad hoc analysis to support decision making, evaluate business initiatives, evaluate performance, etc
Performs other duties or special projects as requested
Six to eight years of related experience, with increasing level of responsibility
Previous experience with project accounting and as FP&A administrator/power user of budgeting and planning application
Excellent analytical and problem solving skills, critical thinking and attention to detail
Advanced financial reporting and planning system and Excel skills
Demonstrated ability to identify opportunities for improvement and drive change throughout the organization
Proven ability to effectively partner with and influence business managers
Excellent communication and interpersonal skills, ability to interface effectively across all levels within the organization and across functions
Excellent organizational skills and ability to manage multiple tasks and projects while delivering accurate results in a timely manner
Flexibility and adaptability, ability to manage in dynamic business environment with a strong sense of urgency

Manager, Financial Planning & Analysis Resume Examples & Samples

Prepare quarterly budget / forecast for TNR business unit with P&L and variance analyses
Supervise, mentor, motivate and review work of direct staff
Prepare post promotion analyses of TNR titles after release to evaluate performance and distribute to Senior Management
Prepare monthly financial updates with variance analyses
Prepare business plan P&L’s by title for Brand Marketing
Prepare and update (weekly, monthly, ad hoc) video ultimates based on box office and performance as well as submit to WB Corporate
Prepare greenlight ultimates
Prepare pre-release analyses of TNR titles supporting sales & marketing’s release strategies
Prepare ad hoc analyses such as the Management Scorecard, POS promotions profitability analysis, etc
Assist with internal model (Essbase) design and/or maintenance to support WBHEG and/or WB financial processes

Manager, Financial Planning & Analysis Resume Examples & Samples

Bachelor's degree in Business required; MBA preferred
Strong background in finance and accounting
Operational/plant controller experience a plus
Well-rounded business person with critical thinking skills; self-directed problem solver
Expert at Microsoft Excel and all Hyperion planning and reporting applications
Excellent written and oral communication skills as well as presentation development skills
Ability to get into details to understand issues but tailor explanations to the audience and situation
Ability to thrive in a fast-paced, deadline-oriented environment while maintaining attention to detail
Strong interpersonal skills and team orientation
Desire to build a strong understanding of the business
Passion for leading positive change throughout the organization
Proactive in identifying problems and recommending solutions
Bachelor's degree in business or related discipline from an accredited institution
Minimum 4 years of experience in Finance, Strategy or Consulting
Minimum 4 years experience with Hyperion applications
Proficiency in Excel and PowerPoint
Previous experience in a Fortune 500 manufacturing company

Manager, Financial Planning & Analysis Resume Examples & Samples

Travel: up to 30%
Education: Bachelors in Accounting
Experience: 8 to10 years of work experience. Ideally seeking private sector company experience in a financial reporting role dealing with multiple database systems
Technical Competencies: Excellent GL and Financial Reporting Skills required
HFM / Cognos / Business Objects a plus

Manager, Financial Planning & Analysis Resume Examples & Samples

Minimum of 5 years of business analysis, recommendations for strategy, and project management
Minimum of 5 years of experience with Financial Modeling
Minimum of 5 years of experience in performing cost analysis of financial products and services
Minimum of 2 years of experience in a leadership role with direct reports
Master's Degree from an accredited institution
Experience with export controls
Experience working with ITAR/EAR
Experience using Oracle/Hyperion

Manager, Financial Planning Resume Examples & Samples

Work with Domestic sales planning and brand marketing teams to develop, review, maintain and report on monthly, quarterly, annual, and long range plans for Domestic physical distribution business; Builds and maintain financial budgets & forecasts and analysis
Responsible for the calculation of monthly price protection reserves for Domestic/Canada, as well as tracking actual performance
Support Senior Manager in the costing process, which can include preparing self-publishing, asset amortization, participations calculations, etc. during the monthly/quarterly/annual/LRP planning processes and provide variance analysis for cash forecasting
Responsible for the calculation of quarterly SMI reserve for the US/Canada for console titles and Lego Dimensions
Investigate performance variances to the forecast, and directs EFS to process any necessary corrections
Work with Senior Finance Manager to prepare various forecast analysis reports for senior management review
Work with Events team to forecast conventions spend and track actual performance to budget
Prepare Ad-hoc reports to Domestic Sales/Marketing teams as requested
Support Sr. Finance Manager, Ultimates in the P&L modeling process
Support Sr. Finance Manager, Ultimates in quarterly participations calculations updates

Manager, Financial Planning & Analysis Resume Examples & Samples

Management reporting and planning
Complete, correct and within deadline
Capital Reporting
Manage CER processes and provide guidance to on related accounting policy
Support all audit requests (external and internal)
Provide Financial information and analysis
Prepare monthly financial review packages
Provide financial reports for Finance community on an ad hoc basis
Provide Cashflow analysis and trend
Identify and analyse actuals variances to budget and forecast
Detailed coordination and consolidation of Forecast and Budget
Perform data validation, reconciliation
Lead Senior Analyst on all reporting, support projects and analysis related topics
Work with UK financial service centers and site finance teams to ensure the month end closing on time with high quality
Consolidate and provide report for APAC GSI
Serve as master user of reporting tools, such as HFM, ESSBASE and help with sub-regions with problem solving
Detail-oriented with excellent communication, interpersonal, organizational, multitasking, analytical and problem-solving skills
Strong customer and results orientation with a strong sense of urgency
Ability to interact effectively at all levels with sensitivity to cultural diversity
Ability to function as an effective team member
Ability to adapt as the external environment and organization evolves
Masters Degree in Accounting, MBA, CPA and/or PMP or equivalent qualification
Demonstrated experience in providing and presenting financial and business analysis to senior management
Experience in data mining and working with large amounts of data and currencies
Proficient skills in Excel, Access, Power Point
Advanced user knowledge in SAP and JD Edwards – Financials
Strong knowledge of accounting policies and procedures (GAAP, SOP-98-1)
Prior experience with ROI and cost-benefit analysis with technology projects

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s degree in Finance or Accounting, including well-rounded coursework in other disciplines
At least 10 years of overall business experience, with a minimum of 4 years in financial planning and analysis roles
Strong analytical skills with demonstrated business impact in previous leadership roles
MBA, CPA or MS in Finance or Accounting
Experience working in a pharmaceutical or healthcare setting

Manager, Financial Planning & Analysis Resume Examples & Samples

Prepare annual budget and quarterly forecast for Franchise business unit with P&L and variance analysis, provide detail support for corporate Long Range Planning process
Support marketing and operations on ad hoc analyses, including but not limited to revenue trending, industry, consumer level, promotional performance variances
Assist with internal financial model design and/or maintenance
Coordinate with U.S. counterparts on cross business unit functions and processes
Review pre/post-release by-title performance updates
Prepare by title ultimates / greenlight estimates. Review with VP of FP&A prior to submission
Provide financial support for 3rd Party Distribution products
Mentor and development team members
Coordinate with WHV Int’l Finance on worldwide projects

Senior Product Manager, Financial Planning Resume Examples & Samples

A strong background (5+ years) in product or program management OR financial planning and analysis
Ability to think both strategically and tactically
Fluent in the language of financial planning and analysis
Proven analytical skills and highly numerate (includes ability to use tools such as Excel and Access); knowledge of SQL is a plus
Curiosity to dig several layers deep into metrics, have an innate desire to understand key drivers and whether they are the correct or best metrics to measure/manage a business or process
Demonstrated ability to multitask and manage multiple projects - work prioritization, planning and task delegation
Have a desire to participate in change and appreciate a dynamic environment with rapidly changing priorities
Ability to have difficult conversations in a way that leaves everyone still working well together
Proven track record of taking ownership and driving process improvement
Exceptional interpersonal and communication (both written and verbal) skills
Innovative and self-directed
Statistics / forecasting
UX design
Hands on experience being part of a software or data engineering team

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Work with finance, sales planning, brand marketing, production, legal and business development teams to prepare by-title ultimate P&Ls in support of the monthly, quarterly and long term planning process
Prepare monthly Ultimate reports for Games/Home Entmt executive management review, and quarterly reports for Corporate submissions; responsible for presenting Ultimates to SVP Finance
Maintain Ultimates’ Access database; key co-ordinator for any Ultimates’ system and process improvements and enhancements
Responsible for the co-ordination of inputs from finance, sales planning, brand marketing, production, legal and new business development teams (a) to prepare, analyze, and present green light P&Ls in support of the division’s green light process, and (b) to evaluate and prepare financial models for new distribution and publishing opportunities
Liaise with accounting to ensure by-title participations reported in the Ultimates are in line with participations reporting
Supervise Manager responsible for participations’ calculations
Responsible for the development of console physical/digital Ultimates during the long range planning process. This includes collaborating with Domestic/International Sales Planning groups to provide guidance on market/WBIE growth rate assumptions to be used during the Long Term Plan, review of WBIE title performance, performance of competitive titles, current market trends, and market research reports as provided by internal and external groups
Respond to ad-hoc requests and inquiries from management as required

Manager, Financial Planning & Analysis Resume Examples & Samples

Undergraduate degree in accounting or finance, Masters degree or CPA preferred
Minimum of six to ten years of experience in Health Insurance Industry required. Five years management experience
Excellent management and interpersonal skills are required including demonstrated ability to present to and interact with executive management
Strong PC skills and excellent knowledge of Microsoft software
Knowledge of PeopleSoft financial systems a plus

Manager, Financial Planning & Analysis Resume Examples & Samples

Be sales and margin expert on finance team. Gain deep understanding of company plans and forecasts and keep finance teams informed. Analyze current business trends to have perspective on past and future performances and compare against company plans and/or forecasts to understand risks and/or opportunities
Build Promotional Library to be utilized in Executive Promotion Committee and pre season planning. Coordinate regular cross functional hindsights among Company Planning and Marketing. Design and maintain repository of findings. Develop reporting and quick reference tools to allow easy reference in planning forums
Facilitate partnership with Company Planning and Marketing to build robust sales and margin plans and forecasts. Ensure regular discussions to allow each team to inform one another, particularly during budget and fall plan periods. Outline roadmap to achieve plans. Identify gaps and/or opportunities
Support Long Range Planning function. Maintain, update and refine long range planning model as necessary to easily quantify impact of executive strategies. Ensure model is dynamic and easy to update and manipulate. Help establish annual calendar as well as check points throughout the year to keep strategies moving forward
Participate in standard financial processes that include financial month end closing, rolling forecast updates and annual budget development as it relates to sales and margin
Learn the business from an operational perspective in order to support business partners in a proactive and positive manner
Prepare regular, periodic management reports as well as ad hoc analyses intended for corporate business partners to aid in decision making. Ensure business partners always have the most updated financial information to make informed decisions
Collaborate with FP&A team members responsible for specific channels (stores and direct) to analyze channel-specific metrics, key drivers and impact on channel expenses. Inform Company Planning partners of operational implications to changes in promotions, inventory management, etc
Works closely with accounting team regarding sales and margin related reserves for budget, forecasts and actual results. Understand implications of changes in operations to the reserves
Flexible to changing priorities with a willingness to take on new challenges
Undergraduate degree with a concentration in finance or a related field plus. MBA preferred
10 years finance and accounting experience; Ideally in a retail organization
Solid understanding of retail accounting preferred
High level of personal and professional integrity and ethics
Able to influence key members of the organization; a team player
Customer service orientation
Excellent verbal and write communication skills
Proficient in Microsoft office applications

Manager, Financial Planning Resume Examples & Samples

Interpret financial data, variance analysis, and key business drivers to identify trends and make recommendations based on risks and opportunities
Manage consolidation, analysis and presentation of monthly results
Assist with the management of the quarterly forecast and annual budget planning processes with the business units and in coordination with our forecasting system (Hyperion) technical team
Assist with evaluation and analysis of forecasts and budgets, including assessment of inherent risk and opportunities within
Assist in leading efforts aimed at the improvement of analytical tools and processes used in financial planning by leveraging our systems and other resources
Manage financial modeling with a perspective on benchmarking, industry and consumer trend impacts on business drivers
Assist team in developing advice for senior leadership and CFO, providing financial and operational insights necessary to facilitate the business decision process
Bachelor’s degree in Finance/Accounting or equivalent work experience in a financial environment required. MBA a plus
Minimum of seven years business experience with strong focus in Financial Planning and Analysis
Strong analytical ability with track record of delivered results
Advanced MS Excel skills required, including logical and reference formulas, financial functions, correlation through pivots and logic, best practice structure/design, modeling, assumption toggling, and formatting for executive presentations
Solid analytical and research capabilities required
Demonstration of strong written and verbal communication, analytical and problem-solving skills, attention to detail, persistence and ability to foster productive working relationships
Proven ability to prepare executive level presentations and insights
Ability, flexibility, and willingness to manage multiple, changing priorities and work under tight deadlines
Advanced MS PowerPoint skills preferred
Experience with Hyperion Planning, Essbase and Oracle is a strong plus
Understanding of Generally Accepted Accounting Principles (GAAP)
Strong knowledge of financial concepts, practices and procedures

Manager, Financial Planning & Analysis Resume Examples & Samples

Prepare projections and scenario analysis for leverage and investment capacity and facilitate related discussions with senior executives
Prepare projected payout analysis for annual bonus and long term incentive plans and facilitate related discussions with senior executives
Collaborate with compensation team in design of annual bonus and long term incentive compensation plans
Serve as a financial representative to internal departments including Compensation, Treasury, Pension and Tax
Prepare components of Board of Director presentations as well as periodic presentations to the senior management of the company
Partner with Director, Financial Planning & Analysis to support one or more Cox divisions

100

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Work with finance and business leaders to understand opportunities, drive objectives and address risks
Build efficient, streamlined financial planning process and procedures
Prepare and analyze monthly and quarterly financial reviews that provide analytical insights to influence executive decision making
Manage special projects and other duties as assigned by manager
Presents business cases, budget and forecast recommendations to internal customers and Senior Leadership
Contributes to financial strategic planning, analysis and review through the identification of cost-saving and profit-maximizing opportunities to improve current processes and provide meaningful information to key decision makers
Prepare forecasts, budgets and long-range plans for Mobile

101

Manager, Financial Planning Resume Examples & Samples

Collaborate with stakeholders (Logistics, Strategic Planning, bottlers, etc.) to compile CSE (Concentrate Shipment Equivalent) volume forecast
Track volume/mix regularly, analyze variance between estimate and actual results, reconcile unit case, CSE, and bottler inventory
Perform ad hoc analysis and prepare presentation materials for management decision support

102

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead the financial analysis functions for Supply Chain Management
Validate productivity initiatives related to annual AOP targets including NVD enhancements, SKU rationalizations, and inflation mitigation
Maintain LOB market basket reports, providing COGS inflation analysis to BU Finance and Operations teams. Participate in periodic reviews of current inflation trends and forward looking projections. Partner with the GSC&P Procurement team to gather insights and projections to incorporate LOB projection models. Prepare quarterly executive summary and supporting analysis for senior GSC&P leaders
Prepare monthly summary of inflation and commodity changes to project food cost impacts
Prepare regular NVD Projections, integrating with procurement and BUs, for presentation to senior GSC&P and Finance personnel
Build / Establish relationships with key BU finance and operational personnel to ensure full understanding and support for purchasing initiatives
Consolidate North America and International NVD reports, including productivity performance and monthly NVD projections
Reports to GSC&P Director of Finance. Directly supervises GSC&P FP&A team
Interfaces with GSC&P Finance, Purchasing, and Distribution teams on a day-to-day basis
Meets periodically with BU and Group Finance
Requires a Bachelor’s Degree in Accounting / Finance
CPA or MBA strongly preferred. 8+ years of progressively responsible finance and accounting experience is required
Position requires demonstrated experience at the manager level in a finance and accounting capacity
Prior experience leading and developing a staff. Position requires excellent interpersonal and communication skills

103

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead Financial Planning – develop and analyze end to end financial plans for the IS Department through an Annual Operating Budget and Planning Process and report on progress through Quarterly and Monthly financial forecasting, reporting, and performance reviews
Drive Financial Performance – FMS helps drive the financial performance of IS’s programs by identifying and managing key drivers, developing financial, cost and statistical models, and working with colleagues throughout CHS to improve and manage the project’s performance
Act as Internal Consultants – FMS supports the CHS IS Executive Team and CIO through internal consulting projects, collaborating with functions throughout the enterprise with the goal of maximizing profitability for the Company and improve process efficiencies
At least 3+ years experience in financial management
MBA/CMA/CFA/CPA preferred
Experience as a strategic thinker with the proven ability to communicate new concepts effectively to implement new ideas smoothly
Proven analytical experience, including the ability to think independently and drive projects to a thorough conclusion
Operational Finance experience, strong cost accounting understanding; working with MIS/operations personnel responsible for making purchasing decisions
Strong financial controls experience
Strong experience with Excel
Strong data presentation and PowerPoint skills
Superior analytical and financial modeling skills
Experience in working in a fast growth organization
Experience consolidating financial reports from multiple GL systems
A self directed individual with a strong ability to manage ambiguity and adapts readily and easily to changes in priorities and business conditions
Comfortable working with very sensitive data and can maintain a high degree of discretion

104

Manager, Financial Planning & Analysis Resume Examples & Samples

Co-Lead key global forecasting, planning and reporting processes, including coordinating of Annual Operating Plan and Forecasts for P&L, balance sheet and cash flow; analyzing the submitted data and gaining a full understanding of the business unit drivers
Develop financial models and ad-hoc analysis for management and investor relations
Work closely with the business development team to provide financial expertise to strategic planning efforts
Conduct monthly and quarterly financial reviews with each business unit, the external auditors and external reporting teams
Responsible for developing overviews/presentations for the Executive Leadership Team and Board of Directors
Identify and implement opportunities to streamline and improve existing processes
Possess strong analytical and conceptual skills- Ability to analyze financial data, draw sound conclusions, and recommend effective courses of action
Strong financial modeling and advanced Microsoft Excel knowledge
High degree of initiative to understand results, forecasts and future planning
Proficient with personal productivity applications including: HFM, Smartview, SAP, Microsoft Office
Proven interpersonal and communication skills- ability to align various financial team to achieve a common objective
Ability to work under tight deadlines

105

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Provide overall financial decision making support to senior management
Develop and lead financial planning activities including budgeting, short and long-term forecasting of assets (receivables), revenue and expense drivers for the fast growing loans product
Build and enhance financial models to improve forecasting accuracy and drive business insights
Continuously improve and streamline the financial management processes such as reporting, forecasting
Collaborate and actively partner with Marketing, Operations, and Risk Management functions to develop robust financial forecasts and drive insightful analyses
Develop thorough understanding of interdependencies of all P&L line items, and profitability drivers of Student Loans
Proactively lead multiple ad hoc financial analyses including scenario analysis, root cause analysis, financial performance decomposition
Manage and develop a team of high caliber financial analysts to lead and execute the above activities while meeting key timelines
Actively support robust financial risk and control processes and governance
Promote a risk-aware culture that proactively seeks to mitigate risk where appropriate; ensure efficient and effective risk and compliance management practices by adhering to required standards and processes
7 or more years work experience in financial planning & analysis
High level of initiative and critical thinking to formulate business issues into analytical problems and devise actionable solutions
Strong communication, influencing, interpersonal, presentation, and organizational skills. Must have demonstrated ability to interact effectively with business partners at various levels
Experience working with cross-functional teams and strong project management skills
Demonstrated experience in managing and developing a team
MBA or CFA
FP&A experience in consumer lending
Expertise in Hyperion Planning / Essbase or equivalent budgeting and management reporting tools

106

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Generating MIS reports at the end of each month for monitoring movement of key business indicators to facilitate decision making and fruitful dissemination of information
Maintain banking relationships and negotiating loans and merchant services for business units
Responsible for all Statutory Compliances -Income Tax, Service tax, State taxes
Produces quarterly and annual financial statements and ad hoc financial reports
Purchase Finalization as Purchase Head
Support for setting up overseas offices
Prepare all payroll functions to ensure that employees are paid in a timely and accurate manner
Liaises with the Audit Committee and other auditors to ensure compliance with relevant statutory requirements and standards
Resource hiring, smooth transition and timely execution by Shared Support Service to US entity
Provide monthly information and analysis for Strategic Decisions
Coordination with all stakeholders in India and US on a weekly basis for updates and approvals,
Experience in steering changes for improving efficiencies, processes by convincing the stakeholders
Planning and execution for office expansion
Strong people skills and experience in leadership roles
CPA, or Chartered accountant
Ability to develop metrics, report on those metrics and drive improvement as needed
Excellent computer skills – MS Office Excel, Word, Outlook
Advanced Excel user
Strong research and problem resolution skills
Ability to work in a fast-paced environment
Detail oriented, dependable and available to work additional hours as needed
Chartered Accountant
College degree in accounting/finance/business management highly preferred
Minimum of 10-12 years’ work experience working within accounting and finance functions
Works in an office environment, within a well-lighted work area with good ventilation and normal noise levels from office equipment
Frequent standing and/or walking; may have long periods of sitting at desk and intermittently answer the telephone
Regular need to write or use a keyboard to communicate through written means

107

Manager Financial Planning & Analysis Resume Examples & Samples

Perform complex data analysis to evaluate key issues and develop insights; deliver recommendations for business improvements to Food and Beverage Strategy team leadership
Take ownership for one or more discrete initiatives in focus areas; including gathering data, developing hypothesis, creating a recommendation, communicating recommendations and supporting implementation, with moderate to minimal guidance
Forecast divisional and enterprise performance, including the impact of initiatives, and identify key levers to drive improvements
Oversee and generate recurrent reporting and informational tools, including performance dashboards in various formats (Excel, PPT, PDF, etc.), including item-level sales and profitability trends and outlet-level performance
Ensure the integrity of all analysis related to areas of focus
Manage relationships with property FP&A, Enterprise Analytics and other resources to ensure priorities and resources are aligned to achieve performance objectives
Oversee various continuous improvement initiatives as assigned, including project management of key resources throughout the company; managing timelines, deliverables, and presentations
Partner with corporate and property departments to generate and distribute relevant information; present and communicate important information and insights to key stakeholders as needed
Champion continuous and measurable improvement in key initiatives and areas of focus
Provide peer-level coaching, training and mentorship to other managers and other analytics resources at corporate and properties where appropriate
Promote an atmosphere of development and professional growth
Maintain confidentiality of sensitive information and comply with MGM Resorts rules/regulations
Demonstrate Business Acumen by using industry, market, competitive data and financial knowledge to understand and improve business results
Manage Human Resources responsibilities for direct reports, create and maintain a work environment that promotes client service, teamwork, performance feedback, individual recognition, mutual respect, and employee satisfaction ensuring quality hiring, training, and succession planning processes that encompass the company’s diversity commitment
Perform other job related duties as requested
Bachelor’s degree in Business, Finance, Engineering or a related field; or equivalent education and experience
At least 5 years of experience in an analytical role or a related field

108

Manager Financial Planning Resume Examples & Samples

Manage the plan and quarterly estimates for Licensing business units [merchandising]; includes Ultimates, Cash, Risks/Opportunities, as well as deal analysis and P&L creation
Prepare Paramount’s monthly written financial summary document for Paramount and C-Level Executives; presents actual/forecast data and market analysis
Play a key role in preparation of Paramount’s quarterly Estimates, monthly Forecasts and annual Budgets
Play a key role in preparation of Paramount’s quarterly financial presentation materials (PowerPoint deck) to corporate parent. Their presentations encompass all of Paramount’s Business Units, current/future initiatives and reports the current/future state of the company
Liaise with Business Unit Finance, Accounting and C-Level Executives in support of the Corporate Planning process
Ad hoc analyses including trend analysis, sensitivities, etc
Hire, train, and manage the group’s intern
Bachelor's degree in Accounting and/or Finance
Excellent communication skills and able to interface with all levels within the organization
Must be highly organized, analytical and detail-oriented
Proficiency with MS Office (Excel, PowerPoint, Word)
Ability to take ownership of a process and drive results
Comfortable working in a fast-paced, dynamic environment
Film experience preferred but not required
Experience with Hyperion a plus

109

Manager, Financial Planning & Analysis Resume Examples & Samples

Follow US Commercial planning and reporting cycles, lead process to develop comprehensive budgets for all cycles (Plan, LBE, S&OPs, and LRP) including supporting analytics, internal management reviews, and executive review packages for US Commercial and AbbVie Corporate Responsibility
Prepare monthly management internal reporting package to monitor program performance and provide commentaries to significant variance during US Commercial monthly flash process
Support the preparation and delivery of executive presentations reflecting strategic imperatives and financial implications of programs and organizational changes
Support the implementation of strategies to incorporate business changes into the financial processes and results
Evaluate and implement financial process improvements to enhance controls and processes, challenge status quo, propose solutions, and drive efficiency throughout the organization
Collaborate with both US Commercial, AbbVie Corporate Responsibility, Pharmacy Solutions and 3rd party business providers to meet AbbVie deliverables and requirements
Lead and/or actively participate on project teams as required and be accountable for project deliverables
Coordinate with Corporate Responsibility for industry survey reporting on Corporate Philanthropy spending
Ensure compliance with AbbVie policies and procedures
Review and approval of grants and reporting and analysis of actual vs benchmark
Collaborate with US Commercial Finance Compliance team for Grant transparency reporting
Coordinate with US Shared Service on month-end closing and financial reporting processes (including JEs. Balance sheet, and inventory reconciliations)
Strong financial background with progressive experience in a variety of Finance and Accounting roles
Proven leadership skills with the ability to translate strategic goals and objectives into actionable priorities
Strong interpersonal skills to build effective working relationships and work cross-divisionally
Demonstrated professionalism and tact as position interfaces with all levels of AbbVie management, auditors, and third-party vendors
Proactive and results oriented
Demonstrated ability to train, coach, develop, and motivate
Solid problem-solving and analytical competencies with focus on win/win solutions
Strong verbal and written communication skills, ability to collaborate, negotiate, and build consensus across functions and divisions
Able to work both independently and with teams
Knowledge of AbbVie Financial Policies and Procedures as well as Planning and Reporting cycles
FP&A forecasting
Minimum 7+ years of progressive and related experience in FP&A or Financial Reporting
Strong financial, analytical and problem solving skills
Strong communication skills (verbal and written) with all levels of management
Must be able to manage multiple priorities and adapt quickly to change to achieve required deadlines
Knowledge in business applications (TM1, SAP General Ledger)

110

Manager, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s Degree in Accounting, Finance or related field. MBA or CPA preferred
7-10 years of progressive finance/accounting experience. Experience with regional bookings/revenue forecasting a plus
Excellent problem solving skills with attention to detail; ability to step back and analyze the overall business impact
Strong verbal and written communications skills and ability to support business unit executives with analysis and presentations
Willingness to dig into details and analyze variances and trends
Excellent financial modelling skills
Strong systems skills with working knowledge of Excel, Powerpoint, and Hyperion Financial Management (HFM) preferred
Strong organizational, problem-solving, and analytical skills, able to manage priorities and workflow
Ability to travel up to 10% of time

111

Manager Financial Planning & M&A Resume Examples & Samples

Bachelor of Science in a quantitative field (e.g., Economics, Mathematics, Finance, Engineering, Accounting, etc.) is required
Minimum 2-4 years of prior Investment Banking and/or Private Equity experience is required. Past experience working in the consumer space is a plus
Individual must have strong Accounting, Business, and Communication skills
Individual must have strong analytical judgment and ability to present effectively

112

Manager Financial Planning & Analysis Resume Examples & Samples

Provide financial analysis and reporting for management on major capital and O&M cost drivers. Work with BU personnel to control and manage costs
Lead each monthly financial closing (pre and post close work), providing all required reporting to corporate center and site management
Develop the long-range financial plan and budget for the station(s)/Corporate functions, as well as for individual departments
Review and process Capital and other Project Request proposals. Monitor and report on Project spend
Perform cost reporting - planning & tracking
Perform periodic Ad-hoc reporting and analyses

113

Senior Manager Financial Planning & Anaysis & Special Projects Resume Examples & Samples

Plan activities for the personnel under his/her supervision, evaluate the results and take the appropriate measure for improving performance
Determine the human resources necessary for performing the work, delegate the appropriate responsibilities and empower employees under his/her supervision and recommend structural changes, if necessary
Manage the activities of the personnel under his/her supervision and ensure coordination with other groups and departments
Train employees, evaluate their performance, and encourage and support their professional development
Authorize request, expenses and other financial transactions under his/her responsibility and protect the company’s earnings and assets against losses and waste
Ensure that the company’s policies are respected
Ensure effective communication with all levels of the company
Knowledge of revenue recognition for software related industry, is considered an asset
Proven track record of accomplishments, and ability to sustain strong peer relationships, resulting in the development and implementation of creative financial management strategies
Strategic, innovative, proactive thinker able to work in a changing environment
Ability to work independently across multiple groups in a rapidly changing environment
Capable of solving problems, making the right decisions and using sound judgement to escalate issues with recommendations when necessary
Strong in improving current processes (especially in contract management)
Strong people leader with ability to influence and build a strong accounting and financial team
Strong team player with good interpersonal and leadership skills
Strong analytical and strategic mindset, organized and autonomous
Demonstrates expertise in business analysis and financial modeling
Effective communication skills with strong influencing abilities
Bilingual (written and oral)
Advanced knowledge of financial systems (ERP, Microsoft Office suite, etc.); knowledge of SAP is considered as an asset

114

Manager, Financial Planning & Analysis Resume Examples & Samples

Take full responsibility for the timely and accurate consolidation and reporting of financial results (Reporting for segment and legal structure, managing eliminations and driving standardization between Business Groups)
Ensure that established procedures are adhered to and that new procedures are developed where specifically required by PS AMR activities
Work close with the divisions accounting staff to ensure that the financial system used, support and enable the financial reporting activity
Supports the Finance Organization by coordinating the strategic planning and annual profit planning process and ensuring the actual result analysis versus plan at AMR level
Provide analysis and guidance to improve the quality of the financial reporting, both internal and external, provided by the functional & business group teams
Act as change manager for AMR region
Strategy/ Business execution (managing roadmaps for AM NA)
Coordinate forecasting and planning cycles, annual budgets, quarterly forecasts, and regular financial and statistical reports
Ensure that established procedures are adhered to and that new procedures are developed where specifically required by PS AMR activities. Ensure consistent and correct accounting standards are applied. Work close with the divisions accounting staff to ensure that the financial system used, support and enable the financial reporting activity
Coordinate, where appropriate all financial reporting for PS AMR and provide ongoing analysis of risks and opportunities, as well as ad-hoc analysis. Analyze and prepare analysis at the direction of the Finance Director NA
Coordinate special projects such as ATP, TWC, capital, HFM structure, Unity liaison, AMR new package development
Ensure the timely reporting of all key financial information to PS AMR and US in compliance with Johnson Controls and PS requirements and standards – Corporate Schedules
Coordinate and consolidate all monthly Operating Review packages for the PS- AMR executive team and PS-Global as required
AMR oversight of TWC reviews and presentations
Ongoing analysis of risks and opportunities (i.e. merger / acquisition analysis, Pricing Analysis, Cost Analysis, ROA analysis by business and Other Investment Analysis)
Primary finance interface regarding requests from Joint Venture Partner (IBSA), and with Treasury on all Hedging for FX exposure
Package the Capital Expenditure Regional Consolidation / documentation process
FP&A standardization between business groups
Manage allocations for region and functional teams
Interface with the Global Power Solutions FP&A team regarding: budgeting, forecasting, actual result analysis and Hyperion submissions (consolidated results and by Legal entity reporting requirements
Master's degree in Finance, accounting or MBA major in finance is preferred
Progressive level of responsibility and a minimum of 8 years of rich experience in Finance and/or Accounting of which at least 5 years must be in a managerial role within a BU of a large multinational corporation. Overseas experience is a differential
A CPA (or local equivalent) or another related certification is preferred
Strong and broad-based knowledge and skills appropriate for consultation to all levels of management
Strong interpersonal skills and the ability to communicate and present at all levels of the organization especially with staff at remote locations
Sound analytical depth and strong accounting skills
The ability to influence and lead in driving change in the organization
Demonstrated leadership capabilities and a strong commitment to developing others
Strategic consulting skills which move beyond adherence to specific analytical tools and methodologies; the ability to “think outside the box,” and generate alternative solutions for consideration, and provide comprehensive risk/benefit analysis on those alternatives
High level of integrity and dependability with a strong sense of urgency and results-orientation
Organizational and planning ability are required
Language skills in Spanish and Portuguese are preferred
Upward mobility and geographical flexibility highly desirable

115

Manager Financial Planning & Analysis Resume Examples & Samples

Planning and analysis for Financial Services function
Perform review of monthly results and produce an executive level summary with commentary for FSS
Analyze and forecast the monthly cost center operating expenses, AR, cash flow and balance sheet estimates
Oversee, coordinate and administer the annual budget process throughout FSS including labor and expense planning and allocation models
Adapt to shifting priorities while maintaining focus on the broader business
Ensure all business unit requests for financial information, questions and ad-hoc issues are handled in a timely, professional manner
Maintain an understanding of Finance concepts, methods, standards, principles, and technology; make sound decisions and recommendations based on that understanding
Apply a comprehensive knowledge of current and evolving best practices and industry trends
Manage team and work to address talent management, resource planning, etc. Select and hire employees for the core function group
Guide and influence people, processes, and resources to support the best interest of the business
Build trusting relationships with business leaders and partners
Bachelor's degree in business administration, accounting, finance, or related field
5-7 years of progressive finance experience
At least 3 years of progressive management experience
Ability to travel ~10-15%

116

Manager, Financial Planning & Analysis Resume Examples & Samples

Utilize an in-depth knowledge of finance to participate in complex revenue analysis
5+ years of relevant financial experience with planning and analysis
Revenue analysis (not just Operating Expenses)
Bachelor’s Degree with a major in Finance or Accounting
Advanced knowledge of Excel and Hyperion
Experience working with senior leaders on financial planning and/or reporting
Comfort with and eagerness to tackle ambiguous problems

117

Senior Manager Financial Planning & Analysis Resume Examples & Samples

Develop financial forecasts and Budgets while teaming with BU stakeholders
Provide financial support to the DMT Product Managers in developing business growth strategies
This position will work closely with Global Product and Sales Leaders to provide financial review of client transactions
The candidate will be expose to financial business development in all aspects of the Global DMT products portfolio
10 Years of experience in financial forecasting P/L, B/S and Cash Flow analysis
SAP and Hyperion experience required and experience with teaming with senior leaders
CPA or MBA and manufacturing/Cost Accounting experience preferred
Experience in a global corporate setting preferred

118

Manager Financial Planning Resume Examples & Samples

Creating profit & loss scenarios for prospective films by projecting ultimate revenues and costs as well as modeling talent participation deals as requested by Business Affairs
Coordinate with Corporate and the distribution groups in the preparation and ‘what if’ analysis
Analyze the impact of film performance scenarios – analyze impact vs. plan and estimates
Contextualize data, balancing historical performance with future segment projections
Foster and maintain relationships with senior management and key Paramount business groups including all areas of distribution and production
Collaborate with various groups at the studio including Production, Distribution and Legal to collect estimates ensure sign off on deals
Leverage relationships within the entertainment industry to stay abreast of trends
Maintain current knowledge of the entertainment landscape including shifting market trends and business models across all platforms, current knowledge of key talent, and product releases
Keeping updated on market trends and updating generics accordingly to ensure accuracy in estimates
Ability to stay connected with key Paramount finance leaders to ensure accurate and timely forecasting
Complete various ad hoc reports, analyses, and special projects as needed
Bachelor's degree in Business, Finance, Economics or Accounting
Minimum 3-5 years of experience
Basic familiarity with talent participation deals a plus
Self-motivated, highly organized and flexible
Excellent organizational and project management skills, along with the ability to manage multiple projects simultaneously
Attention to detail and strong oral and written communication skills Ability to handle multiple tasks simultaneously, prioritize workload efficiently and meet strict deadlines to complete tasks/assignments
Ability to turn around work in a timely and error proof fashion

119

Manager Financial Planning & Analysis Resume Examples & Samples

Provide financial leadership and support toward achievement of the division`s / company’s financial commitments and strategic initiatives
Consolidate, review, analyze and present divisional financial and operational reports
Support the forecasting, financial planning and long range planning for the division
Complete special projects upon request, including financial modelling, ad hoc reporting, strategic initiatives, financial system maintenance and implementation
Support finance and staff teams through the proactive leadership of projects to drive consistent and global reporting / forecasting and planning processes and internal control improvements
Be a team player and leader across the division`s finance leadership team
Bachelor degree in Finance, Accounting or related field
At least 8 years of experience with progressively responsible roles focused on finance, accounting and financial planning and analysis
Understanding of U.S. GAAP
Strong financial background and solid accounting understanding – general ledger, budgeting, forecasting, financial statement analysis and project analysis
Demonstrated aptitude for technical finance, accounting and process improvement with strong understanding of business issues

120

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead all budget/business planning related activity
Conducting analysis to review and measure operational performance
Communicate to regional and executive management performance trends
Support corporate reporting requirements
P&L presentation, report generation, revenue analysis and branch financial reporting
Provide analysis to support Acquisitions, Due Diligence, Capital Expenditures and Value Added Sales Measurements
Bachelor’s degree in Accounting/Finance
MBA or Master’s degree preferred
Ability to lead, and coordinate for multiple high priority projects
Inventory valuation experience
5-10 years relevant experience, especially with high volume transactions
Strong team building leadership skills
International accounting experience
Analysis, problem solving and presentation skills
Data warehouse, reporting and analysis for many facilities and product codes

121

Senior Product Manager, Financial Planning Resume Examples & Samples

Lead a cross-functional product development team to build financial planning solutions using a combination of “financial engines” and 3rd party tools for FE’s in-house advisors
Work closely with designers and investment management to increase customers’ success in retiring well
Partner with Advisors to understand their needs and best practices
Create a detailed and compelling product backlogs and user stories. Evangelize the roadmap with stakeholders and leadership
7+ years of product management experience, with a Bachelor’s degree in business, engineering or related field (MS/MBA a plus)
3+ years building financial planning tools, platforms and related services for financial advisors
Extensive experience writing user stories and working with software teams to execute using agile techniques like SCRUM
Ability to influence and collaborate across the organization and at all levels to drive results
Proven ability to take initiative, use consultative skills and build strong, productive relationships
Ability to travel up to 15%, as necessary

122

Manager, Financial Planning / Expense Resume Examples & Samples

Manage the preparation of studies, reports, and analyses for various areas, including budgeting, forecasts, financial plans, statistical reports, and business forecasts; make recommendations for improvement when necessary
Develop and prepare the distribution center’s budget and other financial requirements
Interact with other management associates to gather, analyze, and prepare recommendations regarding financial plans, trended future requirements, and operating forecasts
Research and recommend cost-saving opportunities and profitability improvement strategies
Establish and maintain databases of information for use in analyzing future plans and forecasts
Evaluate operating records and financial statements to ensure compliance to financial plans
Research and prepare economic reports for the distribution center’s rate of return, depreciation, and working capital requirements
Manage the administration of the productivity program and make recommendations regarding staffing and productivity planning and improvements
Manage the administration of accounts payable with regard to the purchase order system and the tracking, accrual, and payment of expenses
Ability to pass drug test
Ability to work weekends on a rare basis
Ability to work extended days on a frequent basis
Ability to work day or evening hours
Ability to organize and prioritize a variety of tasks/projects
Familiarity with industry/technical terms and processes
Proficiency with the Microsoft® Office Suite (Word, Excel, PowerPoint, and Access)

123

Senior Manager, Financial Planning Resume Examples & Samples

Lead Annual Operating Plan and Quarterly Forecast processes by coordinating and having discussions with all functions, ensuring annual growth and profit targets are met. Provide financial analysis, including variances against previous forecast and previous year, identify trends and track potential risks and opportunities for the year. (20%)
Communicate and explain the BMU’s period and annual results internally and to PHI Planning, providing variances against forecast and updating the outlook for the balance of the year. Prepare financial reviews for management at different levels. Recommend plans of action to meet objectives and coordinate efforts to execute them. (10%)
Participate in all strategic and operational initiatives by providing financial support, analysis, and recommendations. Present business cases to management team. Identify best business practices and disseminate to other markets. Promote sharing across markets and brands. Develop tools to support build financial capability at franchisee level. (20%)
Partner with local leaders and PHI Planning team on financial matters related to actual and forecast results, including review of sales results, key operational metrics, strategic initiatives, and performance against EIP metrics (sales, profits, net builds & Champs scores). (20%)
Identify key markets and work directly on identifying and evaluating potential margin improvement initiatives for these restaurants. (15%)
Evaluate all marketing promotions and price increase test markets, in accordance with a defined process and calendar. Coordinate discussions with multi-functional leaders and make recommendations and follow up on agreed times. (15%)
Oversee Associate Manager, Financial Planning activities; build capability; align around key deliverables, including proper delegation of duties and responsibilities in order to ensure timely and accurate performance against all key deliverables

124

Manager, Financial Planning & Analysis Resume Examples & Samples

Manages annual budget processes, incorporating business initiatives, economic trends and operational effectiveness. Aligns budget to business strategies and gains alignment from business partners
Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected
Manages department operations and supervises professional employees, frontline supervisors and/or business support staff
Participates in the development of policies and procedures to achieve specific goals
Decisions have a short term impact on work processes, outcomes, and customers
Interacts with subordinates, peer customers and suppliers at various management levels may interact with senior management
Interactions normally involves resolution of issues related to operations and/or projects
Gains consensus from various parties involved
Sales and margin reporting and forecasting
Driving Budget and Long Range Planning process for US and Canada markets
Conduct Monthly Financial Review of financial results and KPIs
Partner with Sales Operations and Analytics teams to measure progress against strategies and initiatives
Ensure compliance of pricing strategies and governance through participation in the Cordis Pricing Committee
Evaluate RFPs and rebate proposals for new and existing business to ensure viability
Support new product business cases and launch planning
Support new business development deal analysis and launch
Manage and develop the team including one Advisor and EMERGE
Support ad hoc analysis, projects and initiatives
Partner with Cordis consolidation team, Cordis regional finance teams, Accounting, IT and other finance teams as appropriate
Bachelors degree in business related field, or equivalent work experience
8+ years experience in related field

125

Manager, Financial Planning & Analysis Resume Examples & Samples

Responsible for the budgeting, forecasting and reporting activities for the Metro Medical businesses
Manage a team of four individuals focusing on career development and growth
Responsible for the execution and improvement of the forecasting & management financial reporting processes through involvement in system and process enhancements
Partner with the business to understand business drivers and trends
Partner with the Operations, Sales and Sourcing teams to assist in meeting customer's needs
Provide onsite leadership, creating an energetic and positive culture

126

Manager, Financial Planning & Analysis Resume Examples & Samples

Partnering with the client and delivery leaders within the practice, to develop rolling revenue, expense, and headcount forecasts
Performing client profitability analytics and making recommendations / partnering with the business on ways to improve client margins
Analyzing revenue pipeline metrics to help the business understand risks / opportunities to forecast
Performing detailed expense variance analysis, and presenting findings to financial management teams
Developing and maintaining operating metrics for Client Services organization
Assisting in managing the Epsilon International Technology Practice P&L
Partnering with Pricing team and supporting deal negotiations for selected accounts
The ideal candidate will have experience in Financial Planning & Analysis for a global Fortune 500 company. Strong financial/accounting acumen, understanding of business analytics, and excellent Excel modeling skills are a must
Finance or Accounting degree; MBA preferred
5-7 years of experience in FP&A
Experience working with various levels of the organization including leadership & peers
Experience developing Excel based financial forecast models, reconciliations, and analytics
Experience supporting business decisions with business cases and analysis
Experience working with databases and information systems
Experience implementing initiatives and key projects
Experience at a direct marketing, professional services or computer software related firm is a plus
Financial systems experience: advanced Excel required, Hyperion Planning & Essbase; PowerPoint; PeopleSoft G/L experience preferred
Highly motivated and self-directed; exhibits thought leadership and strong critical thinking skills
Infrequent travel is required

127

Manager, Financial Planning & Analysis Resume Examples & Samples

 Prepare the expense forecast, budget and analysis for key areas of the Global Medical Affairs, Clinical R&D, & Project Leadership teams as well as a point of contact for finance matters
 Prepare the monthly close entries including accruals and work closely with the Corporate Shared Service Center and Record to Report (R2R) to ensure all relevant documents and information supporting the monthly financial close are accurately reflected
 Provide finance consulting and advice as well as assist with annual strategic planning
 Coordinate and analyze periodic forecasts of actual versus budget performance, validate submitted forecasts and input forecasts into Hyperion
 Assist with the management of and coordination of the purchase order process in collaboration with Strategic Sourcing and Shared Services teams
 Manage, coordinate and validate headcount information in collaboration with HR
 Work closely with the Finance Shared Service Center to ensure complete and accurate accounting
 Work on ad-hoc projects in support of Global Medical Affairs, Clinical R&D, Project Leadership and Global Hem/Onc Finance organization
 Develop monthly/quarterly reports with metrics
 Ensure alignment of headcount between Hyperion and PeopleSoft
 Align with IT Project Managers to ensure proper accounting of Capital projects
 Preparation of presentations for Franchise leadership
 Assist with the preparation of Quarterly Flux Analysis for the Franchise
 Education: BA or BS in Finance/ Accounting. MBA and/or CPA strongly preferred (or equivalent work experience)
 Experience: 6+ years of Finance/ Accounting with a minimum of 3 years of industry experience. Excellent skills and proficiency with Microsoft Office products e.g. Excel and PowerPoint Required
 Working knowledge of Oracle and Hyperion Required
 Solid experience in a rapidly expanding multinational environment
 Ability to tailor work approach from detail-oriented to strategic overview with strong process development skills
 Ability to identify existing or potential deficiencies in operating processes or procedures, recommend solutions, and proactively seek continuous economic and operating efficiencies primarily through leveraging financial systems
 Strong communication skills and the ability to interact with all levels of management and the ability to influence processes across multiple functions and geographies

128

Manager, Financial Planning & Analysis Resume Examples & Samples

Analyze and consolidate, and manage reporting of all NA Plastic Additives activities. Scope of business ~$300m Sales to 3rd parties with two major production sites in North America
Support the Controller and Business team on monitoring actual performance against operating plan and forecast, highlighting potential problem areas requiring management attention as well as making recommendations for solutions
Provide operational and strategic analysis, including economic analysis support to the Sales, Marketing and Manufacturing organization
Act as an integral member of the Plastic Additive business with an expectation to openly speak your mind regarding business ideas, proposals & strategies beyond the bounds of the function
Proactively challenge the management team to ensure forecasts and plans are fully vetted and take into account both the short term and long term impact of business topics / issues
Serve as a change agent within the Business Unit to proactively identify and implement opportunities for key process efficiencies to improve the overall business/financial operations
Other ad-hoc analysis to support needs of the business or Controlling team requests
Provide coaching and general direction for two financial analysts
Coach and develop team members to reach their full potential
Create an inclusive environment which embraces and derives value from diversity
Role model and enable development of competencies in others needed to implement BASF's strategy

129

Manager Financial Planning & Analysis Resume Examples & Samples

Assists in the preparation, review and ongoing monitoring of budgets, forecasts, strategic plans and other financial data to assist management with current and long range planning
Recommends the standards for sharing best practices across all BU FP&A groups and is responsible for all financial control, analysis and support of corporate FP&A
Manages work to align SVM budget and strategic plans brand volume and trade support objectives
Serves as a key resource to SVP FP&A in evaluating financial issues and providing the necessary solutions and recommendations. Recommend methodologies for analyses, design and implement strategic analyses
Manage a small team of financial analysts and programmers
Assist in writing complex business rules to provide additional reporting capabilities
Review financial data and conduct financial analysis, if required
Provide support for integrating BU-level acquisitions
Perform ad hoc reporting and analysis as required by SVP FP&A
Design, develop and deliver analytical training for FP&A personnel
Bachelors Degree in Accounting, Finance, Business Management, Economics or Math – MBA
5 years in the Financial Planning (preferably with TM1); knowledge of Cognos Controller a
Working knowledge of finance and accounting processes and principals
Demonstrated knowledge of financial statement analysis, income statement, balance sheet

130

Manager, Financial Planning & Analysis Resume Examples & Samples

Co-ordination and preparation of all monthly reporting and forecasting processes and required supporting schedules to deliver management reporting, risks & opportunities (R&O’s) and risk adjusted forecasting to senior leadership teams
Lead the reporting, analysis, planning and forecasting processes and deliverables for Corporate General Administrative spend, working with senior leadership and budget owners to identify risks & opportunities and develop and roll-out cost savings initiatives to the business
Lead development and processes of monthly and annual forecasting processes, as well as the annual planning activities. Deliver internal reporting requirements for analysis and consolidation of each forecast and annual plan for alignment with internal senior leadership and to support investor requirements
Work across Finance and cross functionally to maintain existing / develop new reporting through Hyperion applications / modules as needed to support and improve business and strategic analysis for senior leadership and internal business partners
Develop and maintain strong relationships across the business including Financial Accounting, Treasury, Tax and Commercial Finance, including leadership on financial planning and systems projects
Co-ordination of the annual Canada Strategic Plan and support Director of FP&A and Senior Leadership Team on the presentation to investors
Contribute and lead successful completion of financial analysis, reporting and ad hoc analysis projects as assigned by the Finance Leadership Team

131

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Create systems and processes
Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
Implement and work with Business Intelligence Tools and Dashboard reports
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes
Work closely with the Executive Leadership Team (ELT) with in-depth analysis
Prepare presentations for the Board of Directors
Short-term cash flow analysis and forecasting
Analysis of internal controls
Anticipate questions about the company’s cash flow and financial projections, and providing preemptive answers to management
Responsible for the Profit & Loss Statement (the P&L) and they are also responsible for forecasting net income - the company’s bottom line
Accountable for data consolidation and variance analysis - the ability to think into the future and weigh the various possible scenarios, bring all that theoretical information down to earth with tangible reports on key metrics
Must have the ability to simplify esoteric financial information to benefit the company leadership and business decision-making

132

Manager, Financial Planning & Analysis Resume Examples & Samples

Providing strategic financial expertise in developing, assessing and presenting the annual business plan as well as forecasting on a monthly basis and throughout the year highlighting all significant variances
Manage, create, analyze and present the annual business plan as well as quarterly forecasts
Collaborate with Production Managers and Digital Services Reps on an ongoing basis to ensure accurate and complete planning information is consolidated and presented in an efficient and effective fashion
Accountable for creating and implementing effective tools (i.e. spreadsheets, databases) to accurately track and analyze planning information, including special IT projects and implementations as necessary
Develop/present financial variance reports on a monthly basis highlighting the differences between actual and planned results, and the reasons for such differences
Work closely with both the Event Production and Digital Services departments to help them understand their respective variances and to highlight areas of concern
Review company billings for accuracy, completeness and evaluate against planned expectations
Work with UA’s, Production Managers and Digital Services Reps to ensure billings are done on a timely basis
Manage a full time staff of 7; provide leadership and managerial support while motivating staff
Address any staff concerns or issues that may arise
Constantly appraise and improve both operational/ financial processes while providing required information in the most efficient manner
Update and enforce internal controls on an ongoing basis
Assist accounting department as necessary with month ends, year ends and audits
College or University degree
Minimum of 5 years of accounting experience in a progressive capacity, including supervisory experience
Recognized accounting designation (CPA)
Above average analytical skills necessary to present meaningful analysis to other production managers as well as upper management
Strong attention to detail is mandatory
Good knowledge of sports is an asset
Strong technical skills including experience working with computerized databases as well as accounting systems
Excellent computer skills, especially in Excel, Word, PowerPoint
Proactive with the ability to identify and solve problems
Must be able to work independently with the ability to initiate and coordinate projects
Excellent communication skills, written and verbal
Ability to be flexible and adaptable
Strong interpersonal and organizational skills
Flexible working hours

133

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage region-wide financial forecasts and plans (involving 11 countries and territories)
Develop knowledge and relationships with Asian business units to guide plan process and understand/address issues
Prepare and consolidate division plan materials/key metric trends to Asia division’s senior management
Advise and coordinate with Group (Head Office in Toronto) on divisional issues; comply with reporting requirements and meeting deliverable timeline
Prepare periodic financial reports and analysis highlighting key financial and business trends/results for senior management discussion
Coordinate with Group and business units to develop Asia division annual incentive plan schemes; track quarterly performance results and calculate scores for year-end payout
Coordinate with and provide support to Group on expense reporting issues and reporting needs
Prepare quarterly expense analysis for Group and Asia management
Advise business units on expense related issues
Manage and prioritize region-wide financial projects
Prepare ad-hoc financial reports and financial analysis for senior management as required
Drive continuous improvement to support efficient forecast/planning process
Accounting, Finance or related degree
6-8 year’s relevant experience
Experience with the insurance a must
Excellent analytical, problem-solving, and organizational skills
Detail-oriented; ability to establish appropriate checks on one’s own or others’ work product
Demonstrated ability to implement and control financial systems and processes
Ability to work well under tight deadlines
Strong English communication (both written and verbal) and inter-personal skills
Proficiency in Hyperion-Essbase

134

Manager Financial Planning & Analysis Resume Examples & Samples

Lead annual budget and monthly forecast processes including P&L review and variance analytics for the Education and Analytics business unit and the corporate overhead functions
Maintain reports tracking financial results against budgets, forecasts, business cases, etc
Bachelor’s degree in finance other business related field with 6+ years of progressive financial or management experience
Proficient in MS Office (primarily Excel and PowerPoint)
Self starter able to proactively navigate through various areas and hierarchies to accomplish goals
Exceptional communication skills, strong planning, and strong organizational skills
TM1 or Hyperion knowledge

135

Manager, Financial Planning & Analysis Resume Examples & Samples

Own the day-to-day management of portfolio financials for Inventory Solution’s existing and potential investments
Inform estimation of initiative costs from initial sizing approach to FP&A, Initiative Owner and Executive team approval
Manage month-end close process which includes preparing variance analysis, variance explanation, accruals submittal, headcount analysis, and executive readout of results
Maintain a clear understanding of status and overall health of key initiatives by attending regularly scheduled project meetings and others as determined by the Strategic Portfolio Management leadership
Oversee cost controls process to ensure that budget changes are documented and approved; and, audit quarterly cost classification for accuracy
Play a key role in assisting Director, Value Tracking in facilitating quarterly forecasting and annual budgeting planning processes
Partner with Accounting and FP&A to ensure that SPM financial processes, plans, and reporting are in alignment with Cox Automotive standards
Maturity and organizationally savvy to work with corporate management
Proven ability to deliver high levels of customer service
Excellent oral and written communication is mandatory
Strong knowledge of GAAP
Highly detail oriented with excellent follow-through
Possess ability to communicate complex and financial concepts to across diverse audiences
Ability to work effectively under pressure, and shift priorities quickly as required
Proven ability to work with minimal direction, as well as be resourceful and independent in solving problems
Strong computer skills and excellent use of Excel, Word, PowerPoint
Embody Client Experience mantra: Always Tell the Truth. Be Kind No Matter the Circumstance. Enjoy Each Day
Bachelor’s degree in Business Administration (Finance or Accounting required); CPA preferred
5+ years of experience in corporate accounting, project accounting, managing program financials or in “Big 4” auditing
Academic or professional exposure to automotive industry, preferably wholesale or remarketing, is a plus
Masters of Business Administration or Masters of Accounting is nice to have

136

Manager, Financial Planning & Analysis Resume Examples & Samples

Preparation of weekly and monthly financial and non-financial reporting
Analysis, review and presentation of financial projections
Development of materials to be used in senior management and board meetings including creation of Annual Report, supporting schedules, and presentations
Perform and communicate comprehensive competitive analysis, including both financial metrics and drivers
Analysis and support for the annual budget process
Development of models and analysis to support a broad range of projects across the league
Work with finance technology system team to implement process improvements
Provide financial analysis and ad hoc support
Strong financial modeling/ data / excel skills and attention to detail are essential
Experience with developing management presentations (incl. PowerPoint skills)
Strong experience in income statement analysis
Knowledge of Hyperion / essbase and accounting systems (SAP, Peoplesoft) a plus
Strong teamwork, task prioritization and problem-solving skills
Ability to learn quickly and add value by applying analytical and business fundamentals
Ability to implement process improvement to business planning, forecasting and management reporting activities
Minimum 2-4 years relevant business experience; ideal candidate will have 2+ years of corporate finance, investor relations, business analysis or equivalent experience
Prior corporate financial analysis and planning experience a plus
BA / BS Degree

137

Manager, Financial Planning & Analysis Resume Examples & Samples

Assist in driving core planning processes and forecasts in close coordination with other members of the FP&A team (quarterly and annual forecasts, scenario modeling)
Understand & drive insights from the operating units and full company P&L
Manage the Executive metrics schedules and internal FP&A reporting tools on a monthly basis
Analyze financial results and communicate key messages to senior members of the FP&A team
Assist in analysis and presentation of strategic materials for key management meetings
Analyze existing processes and identify process improvement opportunities and provide support as new processes are coordinated and put in place
Provide support for developing and modeling annual and long-term incentive plans
Assist in the preparation of presentations to Senior Management and the Board of Directors
Must be able to build trusted relationships with key business partners in Finance / Accounting at the agency and Corporate level
Must be a team player that is also self-motivated with the ability to work independently to resolve problems with limited information
Other ad hoc analytical projects as needed
Bachelor’s Degree in Finance and/or Accounting, MBA or CPA preferred
Minimum 5 years of experiences with increasing responsibilities in highly analytical positions
Strong competence in quantitative analysis and presentations using Excel, Word and PowerPoint
Superb attention to detail and the ability to prioritize and deliver in a fast-paced environment
Ability to work in a fast paced, quickly changing environment
Experience with the following systems is a plus- Hyperion, Oracle, or other BI tools
Knowledge and experience with US GAAP

138

Manager, Financial Planning Resume Examples & Samples

Manage a high-performing team charged with reviewing the quality of our clients’ financial plans and handling incoming support requests from front line Investment Advisors across the country
Review completed financial plans using a standardized methodology Identify minor and major concerns with completed plans, and provide commentary
Manage the handling of large volumes of support requests (phone and email) from frontline Investment Advisors regarding technical and non-technical questions
Keep abreast of current and evolving financial planning standards
Perform data-driven analysis to provide insights into emerging trends and opportunities for improvement
Play a key role in the recruiting and retention of team members
A bachelor's degree in business or a related field with a minimum of three years’ experience in the financial services industry, specifically in financial planning
Demonstrated ability to lead and manage a team of professionals
A Certified Financial Planner (CFP), Professional Financial Planner (PFP), or equivalent designation
Entrepreneurial mindset with the desire to contribute meaningful growth to a new practice
Strong analytical, interpersonal and communication skills

139

Manager Financial Planning & Analysis Resume Examples & Samples

Financial Reporting & Analysis: Meet all financial reporting requirements within agreed upon timelines. Provide timely, accurate and insightful analysis related thereto which provides senior management necessary information with which to address variances and develop corrective actions. Identify Business Issues: Anticipate and identify business issues (including performance gaps, opportunities and emerging needs) for senior management and develop appropriate action plans to maximize business profitability and performance against key metrics. Financial Planning: Develop financial plans/forecasts (including annual plans, LBE’s) that are accurate, well written and professionally presented for senior management review, and properly supported and gaited
Financial Achievement: Achieve financial commitments including, Plans, and LBE’s for both full year and quarterly periods while preventing surprises through financial planning excellence and staying close to the business
Apply Market/Operations Knowledge: Incorporate thorough knowledge of market [or operations] dynamics, competitive landscape, and key business drivers in our financial planning, reporting and analysis, with emphasis on leveraging this knowledge to affect business strategies and decisions
Internal Controls: Assure compliance with Abbott CFM’s and GAAP [or local statutory requirements] and the integrity of our financial planning, reporting and analysis and related processes
Business Counsel: Provide meaningful, transparent and value added analysis and counsel to management to influence and directly support decision-making and development of business strategies and tactics that maximize economic profitability and long term success

140

Manager, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s Degree in Finance, Accounting, Economics, Mathematics, or Business Administration required. MBA, strongly preferred. CPA, CFA, or CMA also desired
5+ years of financial analysis experience or extensive knowledge and understanding of wireless industry trends and key business drivers
Advanced analytical and modeling skills – ability to review financial results and provide meaningful analysis, ability to proactively identify key business issues and drivers, and develop substantive analysis to support recommendations
Strong organizational and problem solving skills – ability to organize, plan, and develop solutions to complex issues
Ability to work and think independently, interpret and exercise professional judgment, and creatively problem solve
Strong written and verbal communication skills – ability to accurately and creatively summarize analysis with relevant points for executive presentations and ability to communicate effectively with all levels of management
Must be a team player – willing to be flexible in working towards solutions on issues which impact the broader organization
Advanced level Microsoft Office (Excel, PowerPoint, Word)
Proficiency with financial systems and applications

141

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage all regional and global reporting and planning requirements, and develop strong lines of communication across the Business and across BASF's North American financial organization in order to evaluate the financial impact of proposed new ideas and challenges
Act as key-point-of-contact for regional and global controlling; providing thought leadership for continual reporting and process improvements
Lead the analysis and preparation of timely regional business updates for top management, including the development of multiple monthly presentations and financial walks for both legal entity reporting and regional market performance reporting
Prepare and steer Financial Reporting Compliance process
Manage Care Chemicals North America regional FP&A organization
Develop and coach team members to realize their potential
Drive and coordinate year-end closing and all project related reporting for key business initiatives
Coordinate the annual Regional budgeting process, including the calendar, consolidation of figures and development of presentation
Ensure alignment of key messages and financial information with Global and Regional stakeholders

142

Manager, Financial Planning & Analysis Resume Examples & Samples

Minimum 5 years of experience in financial planning and analysis, ROI analysis, and collaborative business planning
Minimum of 3+ years of people management experience, including leading entry level and senior positions
Ability to frequently interact with upper management, supporting and acting quickly based on their business needs and feedback
Proficient in NetSuite and other financial applications
Experience with GAAP software revenue recognition and excellent understanding of cash flow management
Must have proven success in managing a dynamic and productive team. Strong written and oral communication skills
Must work collaboratively and possess a strong work ethic with different business functions
Strong business acumen, judgment/decision making, and a self-starter
Ability to work on several projects simultaneously, including overseeing their teams work and deliverables

143

Manager Financial Planning & Analysis Resume Examples & Samples

Work closely with site leaders to develop annual budgets and prepare comprehensive budget presentations
Lead monthly close process by collaborating with business partners and Corporate Finance, managing deadlines and ensuring accurate financial results
Provide variance analysis to understand potential risk and opportunities with respect to financial results
Work with business partners to frame the financial impact of new projects/initiatives and communicate up through financial organization
Prepare month-end packages for senior and executive level business leaders to help encapsulate monthly results and forward looking viewpoints
Develop financial models to analyze and evaluate performance
The FP&A Manager role does not have direct reports and will work independently in our Phoenix, AZ FFSC
Manage all headcount reporting requirements, as well as maintain staffing updates within Workforce Planning

144

Manager, Financial Planning & Analysis Resume Examples & Samples

Develop a deep understanding of major performance drivers and partner with the merchants to develop action plans to meet financial goals and mitigate risk
Lead the merchants in understanding financial trends and business issues/opportunities that will improve financial performance and help the organization exceed its financial goals
Proactively identify trends and opportunities within sales, shipments and margin; make recommendations to influence results
Actively participate in strategy and planning meetings to support ongoing business decisions
Develop a high performing team of 6 by ensuring every Analyst has clearly defined objectives, understands expectations, and is accountable for delivering results
Participate in special projects as required
University degree in Business, Economics, Statistics, Mathematics, or related field
7+ years of progressive experience in Analytics; experience within the retail industry is considered an asset
2+ years of experience in a managerial role
Superior problem solving, analytical, and strategic thinking skills; can see the "big picture" in a complex business environment to drive decision making
Proven ability to translate and communicate financial information to non-finance business partners in a manner that can derive actionable insights
Takes initiative, is detailed-oriented, accountable, and well-organized, and finds innovative and efficient methods of completing tasks in a fast-paced and dynamic environment
Extensive working knowledge and experience with Microsoft Excel and Access
Able to influence through logic and persuasion and navigate ambiguity
Highly driven with an exceptionally strong work ethic and customer focus

145

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead the annual business plan and forecast update process company-wide, working closely with operating company financial leaders
Prepare financial information for senior management and the Board of Directors
Analyze trends in the business and generate insights to drive business performance improvement and develop new reporting
Assist with Hyperion Financial Planning system responsibilities
Drive global process improvement initiatives in the areas of budgeting and forecasting and participate in Lean projects to improve systems and processes
Analyze budget/forecast to actual variances
Complete ad hoc reports or analysis in support of M&A activities and special projects
Minimum of 8-10 years of related financial experience including advanced financial analysis
Experience working in a global business environment in the industrial equipment industry preferred
Experience with financial systems; Hyperion Financial Management (HFM) and Hyperion Financial Planning strongly preferred
Intermediate Microsoft Office skills required, with advanced Excel skills preferred

146

Manager Financial Planning & Analysis Resume Examples & Samples

50% [Budgeting, Reporting, Analysis]
Provide business owners and senior leaders with financial analysis to drive decision making including project costing, profitability and productivity analysis and return on investment
25% [Process Improvement]
Work closely with the FP&A team and the Controllers’ organization to continuously improve our processes and procedures in the financial arena
Become proficient in the use of the companies’ current general ledger software Oracle
Maintenance of list of key areas of business risk and concern, to help prioritize additional analysis, to guide senior management discussion about the business and to develop cross-functional projects to mitigate risk
Other duties as assigned by the Director of FP&A, Vice President of Finance and/or Chief Financial Officer
Five plus years of progressive financial analysis or modeling, planning, and reporting in a publicly traded company
Exceptional financial analysis background, advanced modeling skills, strong business process skills, and knowledge of business performance metrics
Experience creating Manager Discussion and Analysis of Results reports Financial systems implementation experience (Netsuite a plus)
Bachelors’ degree in related field (MBA a plus)
Excellent MS Excel and report writing skills (TM1 a plus)
Attention to detail and accuracy. Strong leadership and organizational skills
Be proactive, a self-starter, results-oriented and a team player
Ability to work in a fast-paced, demanding environment
Willingness and ability to work extra hours if necessary

147

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage the annual budgeting and forecasting process
Manage the monthly management reporting duties
Participate in the development of the 5-year strategic forecast
Help identify areas of improvement that lead to bottom line results and/or cash flow improvements
Lead the identification/analysis/assessment of various projects for business units and Leadership Council as required for additional sustained corporate growth. Oversee the development of business cases by gathering and assessing background and research data; supporting economic, financial, and performance analysis; providing quality assurance, due diligence and review support as appropriate
Develop presentations to the executive leadership team and the Board of Directors, as needed
Develop financial analysts to ensure the group has extensive knowledge of all business processes as well as the financial applications that support corporate analysis
Evaluate business needs and requests for financial analyst services to allocate limited resources and optimize production of the group
Coordinate and manage the business planning and managerial reporting processes, including development and presentation of workshops, and the support of a robust forecasting process
Lead the development of business plans and budgets for functional departments and assure that plans are integrated, consistent and supportive of the Company’s overall strategic direction
Assist in the development and evaluation of key performance metrics and objectives
Provide the necessary support for the development/implementation/upgrade of tools/processes/reports to support the business planning and reporting processes, including the development and presentation of business planning material and training workshops
Collect, prepare and distribute monthly performance reports to executive officers and department managers
Provide the necessary support for the preparation and facilitation of the Company’s monthly corporate performance review and strategic direction meetings
Bachelor degree in Accounting, Finance or similar business discipline
Master’s degree in business administration (or similar) preferred
Seven to ten years of relevant planning and/or analytical experience (e.g., working as a planning, financial or budget analyst)
Experience with developing Oracle/OBIEE/Hyperion based management reporting strongly preferred
Previous supervisory experience of employees that worked in a technical or analytical nature preferred
Excellent analytical abilities
Knowledge of Hyperion software architecture and data structure
Ability to evaluate solutions from multiple perspectives
Ability to think critically and solve problems effectively

148

Manager, Financial Planning & Analysis Resume Examples & Samples

Consumer goods experience
Proven track record of success and ability to perform top/down, bottom/up analysis
Degree in Accounting or Finance
8+ years experience
Top notch communication and presentation skills

149

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Responsible for monthly, quarterly and yearly financial reports
Develop financial models to support strategic initiatives
Monitor performance indicators, trends and variances
Analyze revenue, cost, expenses and capital expenditures
Provide financial recommendations for decision making purposes
Strategically support FP&A department
Oversee a team of Financial Analysts

150

Manager, Financial Planning & Analysis Resume Examples & Samples

Project leader of departmental projects, including Asia forecasting system, new initiatives, process and other system improvement
Regional supporting hub for Asia Forecasting System after go live
Key team representative for Regional and Global projects
Responsible for regional consolidation and business performance commentary to management
Support monthly and quarterly reporting and quarterly forecasting and budgeting process
Create and develop new tools/ techniques/methodologies to analyze and evaluate the effectiveness of business performance, activities and process in order to strive business result and commercial excellence
Provide necessary finance related training to subordinates and/or other colleagues (if needed) to enhance a better understand of the business processes and procedures
Perform financial feasibility study
Perform ad-hoc tasks

151

Manager, Financial Planning & Analysis Resume Examples & Samples

1-3 years managerial experience
MBA or CPA license desired, but not required
Knowledge of Generally Accepted Accounting Principles (GAAP) or International Financial Accounting Standards (IFRS)
Excellent interpersonal skills, strong and clear communication skills, both written and verbal
A self-starter and able to collaborate with other functional areas
Proficient in Microsoft Excel and Word as well as other software packages to input and/or retrieve information
Knowledge of SAP and Microsoft Access is preferred

152

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead the detailed Outlook modelling and process for the Consumer Brands division for all Owned Brands and major banners and subsidiaries of Canadian Tire
Develop detailed, meaningful and innovative reporting that supports the Consumer Brands Division in delivering on their mandate of growing owned brand sales and margins
Provide analytical services to senior management that will drive key decision making with respect to focus areas for establishing and growing Owned Brand penetration
Support the preparation of the annual budget, monthly/quarterly forecasts, and monitor results versus budget/forecast for Owned Brands, as well as, divisional expenses
Preparation of financial review packages and thorough analysis and investigation into the variances to plan and forecast on a monthly basis and articulate what is required to achieve targets for the full year
Analysis of strategic opportunities with respect to the existing portfolio of brands and potential future opportunities that may exist
Participate in planning meetings with the Consumer Brands team, Integrated Planning, and Merchandising to support ongoing business decisions
Adapt to multiple data repositories and systems across the various banners and leverage the data to create a comprehensive view of owned brands across the enterprise
Create a high performing team culture with a drive for results and foster an environment of ongoing advancement of skills and capabilities on the team
Partner with and influence the senior management team to ensure that the plan is realistic and executable
Present analytic insights and recommendations to senior management
University degree in Finance, Analytics, Accounting, or business related discipline
7+ years of progressive experience in Finance, Analytics, or Merchandise Planning roles with an emphasis on decision support
2+ years of experience in a managerial role leading a team
Ability to clearly and confidently communicate written/verbal recommendations and articulate trade-offs
Demonstrated business acumen to ensure recommendations and solutions are balanced and holistic
Advanced working knowledge of Microsoft Excel, Access, VBA, SQL, and PowerPoint
Strong knowledge of CTC brands and retail planning and analytics experience
Accounting designation (CPA, CMA, CA, CGA) or MBA is considered an asset

153

Manager, Financial Planning & Analysis Resume Examples & Samples

Provide analytical services to senior management that will drive key decision making through vigorous analytics by presenting past and projected financial implications
Develop meaningful and innovative reporting that is responsive to the changing business providing key insights and related recommendations that translate into sound business decisions
Applying complex methodologies to determine incremental benefit to sales and margins driven by key promotional events
Manage the planning, forecasting, and reporting on advertising spend for CTR
Implement innovative analytical methodologies that drive more profitable marketing programs
Preparation of financial review packages, financial planning, analysis, and reporting
Thorough analysis and investigation into the variances to plan and forecast
Complete cost benefit analysis on various investments made by the marketing team
Support the preparation of the annual budget, monthly/quarterly forecasts, and monitor results versus budget/forecast
Participate in planning meetings with the marketing team to support ongoing business decisions
University degree in Finance, Analytics, Accounting, Math/Stats, or business related discipline

154

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Manages the accounting, planning and forecast process for ACAMS and Becker Professional Education when needed
Ensures the group has the appropriate planning software, researches planning software/tools, implements new systems and manages the enhancement of planning systems across the organization
Works in cooperation with the IT department to evaluate the software needs of the department and determine what budgeting software is needed
Manages the system administration of planning software tools
Trains new users on how to use planning software and assists Managers with developing plans/forecasts
Develops forms, templates, procedures and policies for the planning/forecasting process, distributes information to users and reviews budget/forecast materials upon receipt
Implements and oversees necessary controls to monitor and manage accounting for ACAMS and fulfil audit requirements
Manages a team of 3 accountants
Monitors the company’s actual vs. plan/forecast performance and presents findings to top management
Identifies inaccuracies and inconsistencies in budget submissions and works with departments to correct errors
Provides on-going coaching to the Home Office and various institutions on how to properly implement the company’s planning processes
Works with senior leadership to develop financial projections and reporting in support of conference calls, financial press releases, board presentations, investor presentations and lender presentations
Collaborates with institution finance leaders to develop recommendations on how to lower expenses and improve operating processes in institutions
Maintains an understanding of GAAP and Sarbanes-Oxley and other related Accounting/Finance regulations
Responsible for ongoing evaluation of significant processes to determine if an existing process needs to be modified or if a new process needs to be documented and included in the scope of the SOX internal control review
Provides compliance leadership and adherence to the Code of Ethics and regulatory compliance
Completes other projects/analyses and duties as assigned including exploration of new business opportunities, due diligence and integration of acquisitions
Bachelor’s degree required: Business Administration, Finance or Accounting with MBA or CPA preferred
Minimum 8 years of progressively responsible accounting and finance experience
Minimum 4 years in a management position within finance or accounting
Experience managing annual planning and forecasting processes using sophisticated planning software in a multi-institution business environment
Experience managing the development and implementation of planning system enhancements
Experience training individuals and groups, including developing written training materials
Demonstrated ability to analyze complex financial and business problems
Knowledge of US GAAP financial reporting principles within a public-company setting
Strong leader with the ability to work independently and drive results
Capable of interacting with all levels of the organization, including the highest levels

155

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage the work of the Non-Utility Financial Planning & Analysis staff, including hiring, evaluating, training, performance management, compensating, motivating, coaching, and developing goals and procedures to ensure the achievement of targets
Prepare, coordinate, and review WGL Energy & WGL Midstream operational and financial data for inclusion in annual and monthly budget and forecasting reports (e.g. monthly revenue, cost of gas and electricity, reserves, derivative MTM, balance sheet, including AR, etc.)
Develop and maintain WGL Energy & WGL Midstream 5-year forecasting model and assists with the development and updating of WGES corporate budget data. Maintains and updates WGES cash requirements forecasts to meet the needs of WGL Treasury Department
Prepare WGL Energy & WGL Midstream monthly, quarterly and annual variance analysis using several bases, including forecast to actual, budget to actual, forecast to the previous forecast, forecast to past real, etc. Establish explanations for variances. Present differences and explanations to various internal parties provide supporting documentation as required
Ensure compliance with SOX data preparation procedures across the organization
Serve as a member of the WGL Energy Services Risk Operating Group
Manage the annual and five-year forecasting processes for all NonUtility units, ensuring that results are reviewed and approved by the segment business leaders and provided to Corporate FP&A to support the corporate planning process. Oversees the development and documentation of forecasting and analysis processes, procedures, and systems along with supporting controls
Prepare monthly/quarterly/annual analysis of financial results for all NonUtility business segments and provides variance analysis and insights on business performance to business sector leadership, the Sr VP, Strategy and Non-Utility, the Sr VP Finance/CFO, and other Finance executives
Bachelor’s degree in Business, Finance or Accounting discipline required
MBA/MS or CMA/CFA preferred
7 years financial or accounting experience preferable, with at least 5 years experience in financial planning and analysis, forecasting or project evaluation
Minimum 2 years supervisory experience required
Prior energy industry experience a plus, experience with budgeting/forecasting and variance analysis preferred
Demonstrated ability to organize and interpret complex, detailed financial information and present analytical results in manner appropriate for senior management decision-making (both orally and in writing, in memos or presentation format)
Excellent communication skills, including proven ability to effectively articulate complex technical information to technical and non-technical audiences
Strong attention to quality and detail of information and capacity to deliver under time pressures
Demonstrated ability to utilize software applications, including Microsoft Office products to access data and generate reports. Must have excellent command of MS Excel to develop and implement complex forecasting models

156

Manager Financial Planning & Analysis Resume Examples & Samples

Work cross functionally to develop financial plans and forecasts
Leads and aligns monthly financial reporting and forecast processes, including the implementation of a planning & forecasting calendar and the consolidation of company-wide forecasts and plans
Helps drive business value & outcomes by providing financial and analytical support to facilitate decision-marking around strategic business initiatives
Develop and prepare presentation materials to the Company’s Operating Committee and parent organization
Provide analytical thought-leadership and lead projects that will deliver key insights for making critical business decisions
Work closely with accounting during period end close, improve reporting capabilities, and provide variance analysis support to plan, forecast and last year
Demonstrate a working knowledge of discounted cash flow modeling and other return on investment analysis
Enhance the capital authorization process and track actual spend against approval levels
Knowledge of Finance and Accounting principles
Bachelor’s degree in Business, Finance or related field; MBA preferred
5+ years experience in finance with a business to business or retail company
Proven financial and analytical skills
Strong attention to detail, organization and time management
Good writing and presentation skills
Proficiency with Excel, PowerPoint; knowledge of AS400/IBS preferred

157

Manager, Financial Planning & Analysis Resume Examples & Samples

Experience in financial planning & analysis at a business unit or corporate level
Strong financial modeling and excellent analytical skills
Exceptional communication and interpersonal skills
Self-starter who is effective in working as an individual contributor as well as a team player
Highly motivated and detail-oriented with the ability to multi-task
Computer and Technical Systems aptitude required
B.S. in Finance, Accounting, Economics or other analytical degree

158

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Partner with Business Development to evaluate organic and inorganic opportunities; prepare driver-based financial models (3-statement financial forecasts, NPV/ IRR analysis, valuation and pro forma evaluations, etc.) and presentations to senior leadership and the Board
Partner with IR to analyze and synthesize company performance for critical external communication to our shareholder and research analyst community
Partner with broader finance and business stakeholders to provide timely, accurate, and insightful analysis to influence business decisions and drive results
8+ years of relevant work experience with/for a public company – entertainment/media industry background preferred
Extensive experience with corporate finance and general accounting concepts required with best-in-class financial modeling skills
Investment Banking and/or Consulting experience preferred
Excellent critical thinking and presentation skills; with proven ability to dissect problems and develop/ communicate simple solutions
Outstanding interpersonal and customer service abilities; as well as excellent communication (verbal and written) skills
Solid work ethic and team player; able to multitask effectively and meet deadlines in a fast-paced environment
Strong organizational skills and attention to detail
Insatiable curiosity with a constant desire to learn and improve
Expert in MS Office suite (Word, Excel, and PowerPoint); financial database knowledge such as TM1, Hyperion, and Essbase a big plus
Bachelor degree, preferably in Finance or Accounting
MBA in Finance or related field strongly preferred

159

Manager, Financial Planning & Analysis Resume Examples & Samples

3+ years of experience in business partnering with commercial leadership
5+ years of financial analysis experience in the pharmaceutical industry
Experience with Hyperion, TM1 or other enterprise performance management tools preferred Financial statement knowledge and understanding of US GAAP
Ability to work within and meet all deadlines while executing on multiple deliverables

160

Manager, Financial Planning & Analysis Resume Examples & Samples

Partner with the UTAS Operations Strategy Group to achieve plans) as well as provide guidance and assistance to Executive team members
Partner with the UTAS Strategic Business Units to develop and maintain non-product spending plans
Manage the overall Non Product plan, internally and externally
Manage the Non Product Control towers, roughly $1.7B in annual spend
Manage the timely and accurate Monthly/Quarterly reporting, analysis and presentations which includes: Corporate, FP&A, Enterprise Excellence, Cost Reduction Summit and Policy Deployment Progress Review
Ensure the UTAS Non Product spend is reported on an accurate and timely manner to both internal customers (UTAS Business Units) and external customers (UTC Corp FP&A and UTC Operations)
Review and advise on the finance portion of Non Product Agreements as required
Drive focus for all Strategic Business Units (SBUs) with best in class metrics of Sales / Non product spend ratios for each. Lead the team in Non-Product payment terms for all SBUs
Perform various Business Case Evaluation and analyses
Persuades and convinces executive and senior management stakeholders to secure support for a specific course of action
Serve as an oversight leader in driving business success. Leadership experiences should reflect an accumulation of competencies and skills in progressively more expansive management capacities
Manage, mentor, coach and lead direct and indirect reports on activities within Business Unit

161

Senior Manager Financial Planning & Analysis Resume Examples & Samples

Work with leaders across the business to provide monthly expense and operational reports
Collaborate with accounting to identify variances and their root causes
Provide meaningful financial and operating metrics to senior management to facilitate good business decisions
Provide financial analysis for management meetings
Act as key financial advisor to operating management
Assist with business and financial system integrations
Track and present progress against opex reduction initiatives
Bachelor’s degree in finance other business related field with 8-10 years of progressive financial or management experience
Experience in budgeting and forecasting in a multi-divisional environment
Self-starter able to proactively navigate through various areas and hierarchies to accomplish goals
Strong management skills, including planning, decision-making, coaching, and developing team members
Proficient in MS Office (primarily Excel and PowerPoint), TM1 or Hyperion knowledge preferred

162

Manager Financial Planning & Analysis Resume Examples & Samples

Develop and prepare presentation materials to the Company’s Operating Committee
Work closely with accounting and finance during period end close, improve reporting capabilities, and provide variance analysis support to plan, forecast and last year
Oversee, hire, train, and develop subordinate analysts in support of assignments
Manager the capital authorization process and track actual and authorized spend against Plan
Bachelor’s degree in Business, Finance, or related field
5+ years experience in finance, business to business or retail company prefererred
Strong attention to detail, organization, and time management
Proficiency with Excel, Powerpoint, significant experience with Enterprise reporting applications

163

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Partnering with department managers to prepare financial forecasts, budgets and planning materals for Keystone
Provide financial analysis support for the business managers and Finance Director to support real-time and longer-term strategic decision making
Run transaction and sales detail reports to verify data and finanical reporting accuracy
Drive financial and performance measurement criteria to assist business partners within the operations
Prepare monthly waterfalls and variance explanations for Corporate Finance and Accounting
Review and give feedback to managers on monthly financial results
Proactively communicate with managers, the COO and the Mountain Finance team with ideas and recommendations
Produce financial analysis to aid in critical business decision-making
Support the Finance Director in the financial management of the resort
Coordinate the financial process for Keystone
Prepare annual operating budgets and annual capital budgets in conjunction with managers and other analysts
Prepare monthly forecasts
Provide business support and ad hoc financial analysis
Prepare and distribute financial reports for managers, including variance analysis and commentary
Monitor & coordinate the capital expenditure process
Anticipate changes in the business and advise on efficiencies and improvements
Assure accounting practices are followed by all managers
Juggle multiple priorites, be comfortable with change, take initiative, work within tight deadlines
Finance and accounting degree
Knowledge of PeopleSoft or other ERP systems

164

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead and coordinate the financial forecasting and budgeting process
Participate in the sales and operations planning process to ensure accurate forecasting and contingency planning
Direct the credit and collections process
Participate in the development of management reporting and provide leadership with actionable information and analysis to drive decision making
Provide insightful analysis, with an external perspective, which considers risks and options
Special projects and ad hoc duties as assigned
Bachelor’s Degree in Finance or Accounting, required
6+ years’ work experience
Supervision experience is a plus

165

Assistant Manager Financial Planning & Analysis Resume Examples & Samples

Mentors and guides a team of Financial Analysts who support Business Units (BU) and Support Functions in CGI India
Produces and analyzes, an extensive range of Management Information System (MIS) reports gauging various performance metrics of the BUs and Support Groups
Held Accountable for producing and validating presentations for executive reviews (Annual Business Plans, Quarterly Global Operations, Monthly BU/SBU reviews, BU Cabinet reviews, etc.)
Consults with BU Controllers, BUs and Support Functions, manages queries and supports in decision making
Supports Business Leaders in simulating the impact of various business circumstances to the Financials
Tracks variances, explanations and recommend corrective actions
Supports various bid-pursuit/pricing related activities across the 5 Business Units in CGI India
Supports in Budgeting and Forecasting activities
Enhances technical managers’ visibility into financial information and aide in improving their financial prudence
Ensures Accuracy and timeliness in producing reports and analysis, and drives process improvements
Ensures compliance with legal and accounting requirements
Planning and budgeting
Financial information to management
Financial Support
Service oriented attitude
Excellent Business Acumen
Superior understanding of Financial Analysis and Accounting principles
Top notch analytical and problem solving abilities
People Management skills – passion to build outstanding teams and champions
Consulting and communicative capabilities
Project Management expertise
MS Excel and PowerPoint skills
7-12 years of post-qualification work experience in a finance role, and 2+ years of leading and mentoring teams
First level university degree in Accounting / Business Management or Engineering
Master of Business Administration (MBA) or an equivalent post-graduation qualification

166

Manager, Financial Planning & Analysis Resume Examples & Samples

Prepare monthly and quarterly results of operations narratives and other special reporting requests for Parent Company
Assist Chief Financial Officer and Senior Operations Management with financial analysis and special projects
Evaluate Field and Headquarters processes for efficiencies and process improvements; prepare detailed reports of findings and recommendations for management
Oversee the accounting related to the Company's self-insurance plans
Participate in monthly reporting process in the Group's SAP BPC system
Perform monthly financial audit and analysis on financial reporting, budget results, cash flow, and debt control
Prepare and analyze capital expenditure requests
Must possess a Bachelor's degree in Accounting, Business Administration, Finance, Economics, Mathematics, Statistics or related field
Must possess each of the following
Proficient computer skills including Microsoft Office
Active listening skills
Ability to assess and evaluate situations effectively
Ability to identify critical issues quickly and accurately
Pricing Analyst (Jupiter, FL)

167

Manager Financial Planning & Analysis Resume Examples & Samples

Monthly reporting and analysis of company results from both a financial and operational perspective for the executive team and business partners
Become proficient in the use of the companies’ current general ledger Oracle
Ability to work in a fast-paced, demanding environment. Ability to multi-task
Seven to ten years of progressive financial analysis, planning and business partnering support. Exceptional financial analysis background, advanced modeling skills, strong business process skills and knowledge of business performance metrics

168

Senior Manager Financial Planning Resume Examples & Samples

Manages a team of financial analysts and project managers to support the financial reporting, analysis, and project needs of the department and the company, including
Managing diverse and/or specialized disciplines or functions which have operational or financial impact on the Company
Balancing mix of day-to-day operations and policy with strategic planning
Managing significant financial and employee resources
Helping inform and set organizational strategic direction
Assuring that strategies from high-level management are carried out
Communicating directly with executive management; weekly contact with inter- and intra-department managers and supervisors
Provides direction on core philosophies to the Company. Makes decisions on key business activities which have a direct impact on the department, other organizational units (OUs), or company. Decisions are made frequently on immediate business issues. Direction and approval are received from executive management for strategic issues
Identifies and addresses opportunities and issues in various Finance business processes and technical projects to help achieve OU and/or company objectives
Manages components of corporate and OU budgeting, forecasting, and reporting by leading development of improved methods/tools, communicating with OU stakeholders, and integrating with OU and Finance processes
Manages portfolio of financial reporting requests, including overseeing the process to receive, combine, and prioritize requirements
Serves as trusted financial reporting and/or analysis expert, identifying and communicating cost information, risks, and analyses relevant to OU and company financial performance
Prepares and presents written analyses and interpretation of results to senior management and officers
Manages the capacity and demand of work across individual contributors. Oversees performance management and salary planning and shares best practices with other operational finance needs. Responsible for employee development and talent planning
Promotes a safety conscious work environment by following Edison safety protocols and safe work practices
Experience leading cross-organizational projects and associated change management
Exceptional customer service to internal and external clients
Comfortable working with budgets, forecasts, variances, EPS, expense vs. capital, cost allocations, some accounting, and related financial concepts
Strong ethics, influence and negotiation, leadership, initiative, and interpersonal skills as well as the ability to effectively multitask and enthusiastically engage in continuous learning
Project Management Certification
Six Sigma Certification
Experience with General Rate Case regulatory processes
Experience with Microsoft Word, Excel, and PowerPoint
Ability to create and maintain a safety conscious work environment

169

Manager, Financial Planning Resume Examples & Samples

Support Exec Director FP&A in the tracking of actual Worldwide performance at month and quarter ends and investigating/reporting of actual variances to the forecast
Prepare worldwide P&L variance analysis (COC) for submissions to FRB during monthly/quarterly updates and SAP submissions
Support, Exec Director FP&A in consolidation of Worldwide financial results during the various forecasting cycles
Responsible for the costing process, including self-publishing, asset amortization, participations calculations, etc. during the monthly/quarterly/annual/LRP planning processes; validation of actual costing entries; and calculation and validation of asset impairments
Manage the work assignment and deliverables of Senior Finance Analyst, Cash/SGA, including main oversight of the cash and SGA forecasting process
Manage the work assignment and deliverables of Senior Finance Analyst, Essbase, including main oversight for actuals and budget load and reconciliation process, master data submission, etc
Co-ordinate Capital budgeting process/fixed assets maintenance, including submissions from the studios, tracking of quarterly spend against the Budget, and any other relevant analysis
Responsible for managing the overall SAP forecast load and reconciliation process
Provide support to EFS, FCRA, and other relevant teams in various master data queries
Support in any other analysis and reporting as required

170

Manager, Financial Planning & Analysis Resume Examples & Samples

Budgeting/Forecasting
Bachelor’s Degree in Accounting, Finance, Economics or related field, MBA or advanced degree preferred, CPA preferred
7+ years related finance experience (including budgeting, forecasting, and financial analysis) and strong knowledge of GAAP
Strong understanding of accounting, financial, and internal control principles
Prior healthcare industry experience highly preferred
Excellent analytical, organizational and problem solving skills
Strong attention to detail and an ability to work autonomously and in a fast-paced team environment
Ability to handle multiple tasks simultaneously, work efficiently and meet deadlines
Ability to identify opportunities, explore options and recommend solutions through strong critical thinking, problem solving, and decision making skills
Strong interpersonal, leadership and communication skills
Advanced proficiency and experience with Microsoft Office suite
Experience with JD Edwards software preferred
Consolidated financial reporting experience is highly preferred

171

Senior Manager Financial Planning & Analysis Resume Examples & Samples

Partnering with the business to drive financial success
Provide strong leadership to colleagues
Global reporting, budgeting and forecasting
Analysis of proposed M&A transactions
Interaction with executive team
Financial reporting for management, investor presentations & earnings calls
Administration of financial reporting systems

172

Manager, Financial Planning & Analysis Resume Examples & Samples

Prepares analysis and testing of budgeting and forecasting assumptions, supports and challenges operational divisions regarding performance and assumptions
Prepares monthly and quarterly management books and board and earnings presentations
Coordinates activities between divisions and corporate, improves efficiency of processes and deliverables
Utilizes forecasting and underwriting system (Vena) to create reporting and business analysis
Creates and manages land analyses and materials for decision-making
Reviews land acquisition feasibility analysis
Creates valuation analysis for potential acquisitions
Prepares earnings call, investor and Wall Street presentations
Assists VP FP&A with investor relations questions and analyses
Maintains competitor database and analytics
Maintains and updates Capital Allocation Models & tracking
Works with strategic marketing group to track and analyze key economic trends
Serve as analytical resource for Executive Team
Supports the development of strategic plan and growth initiatives
Creates ad-hoc financial and operational analyses
Financial modeling expertise strongly preferred
Strong foundation in financial principles/analyses
Strong analytical skills and data management expertise
Proficient in Microsoft applications including Word, Excel, Outlook and Access
Bachelor’s degree in Finance or Accounting is required
5+ years of progressive financial executive responsibilities required
Public company and capital markets experience strongly preferred

173

Manager Financial Planning & Analysis Resume Examples & Samples

Understand forecasting, budgeting and business planning process to realize the data needs of the business to perform these activities
Manage report content, including integration of non-financial transaction data and maintenance of dimensions and hierarchies
Continually implement automated solutions and integrate disparate systems in order to improve analytic capabilities
Create and maintain allocation logic to disaggregate consolidated financial results for reporting on business segments
Identify and implement cost saving opportunities
Perform ad hoc analysis requested by senior management
Take a significant role in the development of crewmembers to support the engagement, growth, goal achievement and development
Partner in creating and maintaining rolling 18 month and 5 year forecasts
Bachelor’s Degree in Accounting, Finance, Mathematics, Computer Science or equivalent discipline
Five (5) years of financial and management analysis and reporting experience
Experience working with relational and multidimensional (OLAP) databases
Proficient with the Microsoft Office suite
Available for moderate overnight travel (10%)
Interacting daily with people at different levels within the organization, including developing and maintaining ongoing relationships
Pass a ten (10) year background check (may include credit check) and pre-employment drug test
Legally eligible to work in the country in which the position is located
Certified Public Accountant (CPA) or Master’s of Business Administration (MBA)
Providing high-quality customer service in a matrix structure with a commitment to meeting or exceeding expectations
Must be an organizational fit for the JetBlue culture, that is, exhibit the JetBlue values of Safety, Caring, Integrity, Fun and Passion
Promote JetBlue’s #1 value of safety as a Safety Ambassador, supporting JetBlue’s Safety Management System (SMS) components, Safety Policy and behavioral standards
Responsible for adhering to all applicable laws, regulations (FAA, OSHA, DOT, etc.) and Company policies, procedures and risk controls
Uphold JetBlue’s safety performance metric goals and understand how they relate to their duties and responsibilities

174

Manager, Financial Planning & Analysis Resume Examples & Samples

Strong analytical skills, be a strategic thinker and proficient in modeling in-depth analyses from the ground up
Effectively communicate complex analyses and data-heavy insights in an easy to digest manner
Self-driven with the ability to drive the process from end-to-end with superior organizational skills and solid follow-through skills
Lead the evaluation of a financial planning and forecasting tool and manage the end to end implementation process
Responsibilities include financial forecasting, annual budgeting process, operating plan variance analysis, plus special projects (e.g. Board/investor reporting)
Analyze monthly and quarterly financial results: actual to budget/forecast variance analysis on P&L
Manage all aspects of financial analysis including developing company-wide annual budgets and monthly forecasts for P&L, balance sheet, and cash flow
Collaborate with the Analytics team to utilize Domo (BI tool) to create and maintain visualizations to enable management to make data-driven decisions by providing clear and accurate financial summaries
Develop financial models and analysis to support business development, marketing, and other strategic initiatives
Position requires no supervisory responsibilities
Bachelor's degree in Finance or Accounting. MBA preferred
Systems implementation experience (ERP and Business Intelligence Platforms)
Experience working with data mining and reporting tools (SQL, MS Access, Adaptive Insights, Domo)
Minimum 3-5 years of experience in financial analysis
Team player with a high sense of urgency; able to interact across all levels of the team
Working knowledge of marketing/advertising industry and technology

175

Manager, Financial Planning & Analysis Resume Examples & Samples

Review detailed financial analysis and follow-up on commercial business unit monthly performance versus budget or forecast related to gross-margin and price/volume
Analyze and report on monthly departmental and cost center expense variances to budget or forecast
Review and present flash and actual commentary for both International and World Wide Reporting
Participate in monthly flash and forecast call with Corporate, Group and Divisional Finance Leadership
Responsible for ad-hoc analysis and information requests from business unit leaders and Canada leadership team (CLT)
Works collaboratively with business partners in preparation and distribution of standard business unit reports
Review and preparation of budgets, projections, and strategic plans for Stryker Canada and business units
Review loading of budget, projection, and strategic plan information into Hyperion for income statement, balance sheet, cash flow and headcount reporting
Review PowerPoint slide decks for business reviews, budget/forecast meetings, and any other high level meetings
Oversee day to day activities and strategic initiatives
Other duties as assigned by Finance Director
Strong leadership and previous supervisory experience
Strong Microsoft Excel and PowerPoint skills (designing, building, and maintaining files)
Capable of analyzing and resolving complex questions related to financial statements
Strong organizational skills with a proven ability to handle multiple priorities and manage projects to a timely conclusion
Ability to clearly present financial data to various levels of management
Excellent interpersonal skills; comfortable dealing with all levels of management and maintaining relationships with divisional personnel
Proven ability to effectively collaborate in a matrix organization structure
The ability to think outside the box in relation to process improvement and data integrity
Degree in Business with a concentration in accounting/finance is required
Master’s degree in Business or designation (CA, CPA, etc.) is preferred
Minimum 5 years managerial experience in FP&A
Extensive experience in budget/forecast planning and financial analysis
Knowledge of Oracle 11i ERP or Danube would be an asset
Internal applicants with an equivalent combination of education, experience, and performance over time at Stryker will be considered

176

Manager Financial Planning & Analysis Resume Examples & Samples

Strategy:Contribute to strategic planning and decision-making at EMEA level for alignment of the Finance and FP&A strategy with other business strategies. Define and implement new FP&A strategy (EMEA Finance Function Transformation program)
Business partner:Act as business partner, strategic solution provider, advisor and counselor for the Leadership Team, Operational and Functional leaders. Diagnose gaps between current and target state and deploy actions to resolve the gap
Change agent:Act as a change agent driving the EMEA finance strategic initiatives and functional FP&A transformation. Drive culture change and optimization to align the organization with the strategy
Leadership: Lead, direct, evaluate, and develop a regional team of FP&A professionals and managers to ensure efficient and consistent implementation of the EMEA FP&A strategy, according to established guidelines and budgets
Monthly reporting & analysis: Lead, coordinate and execute monthly financial reporting requirements including month-end closing, forecasting, analysis, and management reporting. Act as a key contact and spokesperson for the region to senior management and regional leadership team. Prepare financial analysis and month-end financial reporting deliverables as required
Annual Profit Plan and Strategic Plan: Lead the development and analysis of the annual Profit Plan and Strategic Plan (guidelines, consolidation of submissions and review of key metrics)
Executive communications: Act as key contact and communication person with CP & ES leadership team, operational and functional leaders. Prepare management financial presentations (operation reviews, leadership meetings, profit plan)
HQ activities: Maintain all HQ ledger activity including accounting entries, reconciliations, forecasting, and planning as well as compliance. Support tax activities in transfer price
Stewardship: Promote good financial stewardship by helping control costs, driving forecast accuracy, driving balance sheet integrity and ensuring proper controls are in place
Governance: Lead the deployment and compliance of Eaton Financial policies and control requirements
Over 10 years experience in Accounting/Finance related role in multi-national Financial Management environment across EMEA
BA/BS in Accounting/Finance required (or equivalent), CPA/MBA preferred (or equivalent)
Strong, technical expertise, including US GAAP and IFRS knowledge
Exposure to the manufacturing and power management industry a plus
Experience in leading change initiatives and in driving continuous improvement in a matrix environment
Experience in leading, motivating and managing remote and multi-cultural teams required
Strong ability to influence out, up and over, and to interact successfully with senior management
Excellent analytical skills to interpret and relate financial data so that resulting comments describe the key risks and drivers
Eager and able to develop into future senior financial positions within the organization
Highly developed analysis and software skills (Excel, Powerpoint). Knowledge of Oracle and Encore systems are a plus

177

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Master in Business Administration, finance, business economics, or accounting
Proven success and minimum 3 to 5 years of experience in finance
Strong analytical skills (both quantitative and qualitative)
Proven success and experience with numbers, analytical, planning and reporting tasks (mastery in all competencies)
Proven success and experience in planning, prioritizing, executing and following-up in a timely manner and proactively identifying and managing risks and issues
Ability to get things done by working effectively across all organizational levels including Executive teams
Understanding of International Financial Reporting Standards (IFRS) and Internal Controls
People management experience/capabilities
Good interpersonal and communication skills
Good Power Point, Excel, Business warehouse skills
Others skills: Strong stakeholder management, proactive, flexible , accountable, detail and process oriented,

178

Manager Financial Planning & Analysis Resume Examples & Samples

Provide strategic guidance and sound business decision support to leaders through proper financial analysis, collaboration and good thinking
Create education/awareness and facilitate the utilization of our Corporate policies and procedures
Promote communication and collaboration between the operational departments and other workgroups
Instill ownership and ensure accountability amongst operational leadership through education and awareness
Analyze productivity trends
Bachelor’s Degree in Accounting or Finance or related area
Five (5) years of budgeting and/or analytical experience
Ability to interact daily with people at different levels within the organization, including developing and maintaining ongoing relationships
Comfortable making presentations to senior leadership
Available for occasional overnight travel (15%)

179

Manager Financial Planning & Analysis Resume Examples & Samples

Provide strategic guidance and sound business decision support to cost center leaders through the proper financial analysis, collaboration and good thinking
Partner in departmental RFP’s and business case development
Create education/awareness and facilitate the utilization of our Corporate policies and procedures including: Business Case Approvals, Contract Review, Disclosure Controls, Procurement/Supply Chain, Related Party Transactions, Signature Authorization, Travel and Expense Reimbursement
Promote communication and collaboration between the operational department and other workgroups
Assist with contract review with focus on financial & commercial terms and risk mitigation
Partner in creating and maintaining rolling 18 month and 5 year forecasts for both operating and capital expenses
Bachelor’s Degree in Accounting or Finance or equivalent discipline

180

Manager, Financial Planning & Analysis Resume Examples & Samples

Provides financial analysis and decision support to the corporate functional leaders
Provides leadership in the development of operational and financial models used to forecast corporate financial results over the long term
Works with Finance Leadership to provide financial and operational analysis to executive management and the Board of Directors
Provides leadership to the business operating segments through operating cycles, including
Excellent analytical, financial modeling, problem solving, and strategic thinking skills
Excellent financial acumen and thorough knowledge of financial forecasting and an overall knowledge of accounting and budgeting principles
Working knowledge of financial markets, financial systems, and capital management
Detail oriented, professional demeanor, strong organization and project management skills
Strong interpersonal skills, including the ability to interact effectively with senior / executive management
Excellent verbal and written communication / presentation skills
Strong work ethic and ability to cultivate working relationships throughout the organization
Expert proficiency with MS Excel and PowerPoint
Oracle & Hyperian experience preferred
Bachelors’ Degree in Accounting or Finance required. Masters degree, CPA or CFA preferred
Minimum 5-7 years’ experience in FP&A or related role
Public company experience preferred

181

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Managing one or more financial analysts or associates and/or finance managers
Preparing the annual budget, working in partnership with functional VPs and Directors
Forecasting monthly, quarterly and annual business results
Financial reporting to senior management, including analysis of current period results compared to budget and forecast
Building highly complex financial models
Ad hoc reports and analysis, as needed by the FP&A team and as requested by the functional VPs being supported
Intellectual curiosity – a passion for understanding ‘why’; interest in new experiences and learning new things
Focus on accuracy, including a keen eye for detail
Financial acumen, including
Bachelor’s degree in Accounting, Finance, Economics or related field
Master’s Degree or CPA preferred
7-15 years of experience in accounting or finance, including relevant experience with financial planning and analysis

182

Manager, Financial Planning & Analysis Resume Examples & Samples

Analyzes costs and revenues and develops strategies to improve performance
Analyzes strategic projects and determines the potential financial consequences
Develops a strong relationship with the different Operations and Divisions so as to ensure consistency of financial and operational data
Manages the forecasting and business planning process
Implements, maintains and monitors IT tools necessary to perform the core duties and responsibilities
Champions an analytics based business environment throughout the Corporation
Bachelors’ degree in Business, Finance, Economics, Accounting, or other related field required. MBA preferred
Exposure to complex Engineering and/or Manufacturing processes is a plus
Strong accounting and finance knowledge. IFRS knowledge is preferred
Understanding of manufacturing cost accounting and inventory processes and accounting
Demonstrated capacity to create financial models is required
Advanced working knowledge of Excel and excellent computer skills including Word and PowerPoint
Strong leadership and communication skills
ERP Experience (SAP desired)
Ability to handle multiple projects
Experience with planning software such as BPC or Hyperion

183

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Partner with the Director, Iowa Manufacturing Operations to drive improved cost and inventory performance
Champion successful team execution and actively lead staff development
Prepare annual financial plans
Oversee preparation of forecasts and reporting of results for manufacturing costs, standard costs, output, inventory, operating budgets and staffing
Provide support to and help guide Operations and business unit leadership
Preparation and communication of critical PCP information for product cost pools
Consolidation and reporting of monthly metrics
Promote and maintain an environment compliant with company controls and accepted accounting standards
Drive a sustained culture of lean by improving processes and eliminating redundancies
Bachelor's degree in Accounting or Finance or absence of a degree, six years related experience
Experience with HP

184

Senior Manager, Financial Planning Resume Examples & Samples

Develop and maintain the Cash Planning model for monthly and quarterly forecasting. Along with monthly cash actual reporting and variance analysis
Take the lead in researching and then explaining cash variance to senior financial management
Foster and maintain relationships with key Paramount business groups including all areas of distribution and sales; liaise with internal Planning partners to gather relevant data to build/ revise cash forecast and perform deep-dive analysis as required
Foster and maintain relationships with key distribution partners (i.e. Universal and Warner) to collect data and report that will be used in the cash reporting/forecasting
Help develop and maintain financial models in support of the preparation, review and submission of Greenlights and Ultimates on a by-title basis for acquisition products across the Home Media distribution markets, mainly for international distribution
Provide analytical support in preparation of the annual budget and quarterly estimates and assist with corporate reporting across all Home Media markets
Develop valuation models, sensitivity analysis, and other ad hoc financial models
Participate in research/development/implementation process of new systems
Perform on-going reporting and analytical projects as well as on an ad-hoc basis as requested by Management
5+ years professional experience in Financial Planning
Home Media Finance experienced preferred
Experience with Essbase, Hyperion, Cognos preferred
Advanced proficiency in Excel including advanced modeling and data mining capabilities required, as well as Word and PowerPoint
Ability to respond with urgency and accuracy in a fast paced, high pressure and dynamic environment
Strong aptitude for financial analysis and modeling, well-developed analytical and conceptual skills with sound judgment and decision-making ability

185

Manager, Financial Planning & Analysis Resume Examples & Samples

Develop recurring monthly financial forecasts and analysis required by parent company Masco
Generate recurring monthly analysis and reports required by the Milgard leadership team
Responsible for the process used to generate the Annual Operating Plan (AOP) and the Long Range Plan (LRP)
Ad hoc reporting and analysis to support business decisions
Develop business cases and ROI analysis to support new product development and capital expenditures
Develop financial models to support strategic planning and “what-if” scenarios
Generate analysis tools and templates used by finance staff at manufacturing locations
Partner with IT on continued enhancement of tools used to support forecasting, AOP and analysis
7+ years experience in Finance or Accounting with a clear progression of increased responsibilities
3+ years experience supervising/leading others
Ability to analyze complex data and concisely summarize it in order to effectively engage with the leadership team and other stakeholders
Highly organized; strong critical thinking skills; excellent business perspective; self-motivated
Experience in manufacturing is strongly desired
Advanced skills with Excel and Business Intelligence (BI) tools
Use of tools to support the budgeting and forecasting process such as Cognos TM1
Bachelor’s Degree in Finance, Accounting or Economics is required
Advanced degrees and/or Certifications are preferred

186

Manager, Financial Planning & Analysis Resume Examples & Samples

Very high level of matrix management, including leading and managing with and without reporting authority at all levels within the organization
Manage the expectations of 7 different business areas as part of the planning and forecasting process including Corporate FP&A (Segment and Administrative Expense), all Subsidiaries, AmeriHealth Caritas, Actuarial, Strategy, and Membership
The manager provides a strong central FP&A role to ensure that all FP&A units remain in sync on timing, assumptions, and deliverables
The role requires an understanding of the organization including P&L line items, accounting policies, industry expertise, capital planning, and messaging of key drivers
Direct interaction and influencing is required with Officers and Directors of Independence Health Group (inclusive of AmeriHealth Caritas)
Regular direct communication with the CFO, Chief Accounting Officer, and Chief Actuary
Lead the Executive Reporting function and drive a multi-year vision of financial transparency, education, and be the resource for financial messaging internally and externally
Mentor and provide guidance to the Executive Reporting Analyst as it relates to supporting the Annual Operating Plan, Reforecast Process, P&L Risks & Opportunities, and Multi-year Strategic Financials
Develop and own the Executive Reporting Calendar
Deliverables include AOP, Forecast, internal leader briefings, Board of Directors materials, and materials for external audiences (S&P, Banks, Insurance Departments, BCBSA, etc)
Assisting in the development of and maintenance/reporting of metrics for Annual Performance Bonus and Long Term Incentive Plans
Delivering monthly scorecard package to senior leadership
Developing messaging, content, and design for presentations to internal and external stakeholders
Support Corporate Communications during the year-end press release and media call
Supporting Finance Leadership on ad-hoc requests and other special projects
Provide analytical and decision support to business partners; be business’s trusted advisor and support them in attaining their business and financial results
Bachelor's Degree in Business, Accounting, Finance, Economics, or Management (or equivalent work experience or other related field)
5-8 years experience preparing and analyzing financial results. Experience in Investor Relations is a plus. Prior management of staff preferred
Strong communication (both written and verbal) and strong presentation skills. Emphasis of Executive Presentation skills and the ability to communicate to influence
Self-motivated, highly organized, detail oriented and strong problem solving/analytical skills required
Understanding of long term forecasting and modeling principles. Prior experience desired but not required
Ability to manage competing priorities
Demonstrated ability to work with business unit partners and corporate management
Ability to work, and is comfortable with ambiguous situations, framing assumptions and data uncertainty. Ability to step in and drive process where ambiguity exists
The ability to manage projects, escalate issues and manage customer expectations to a successful conclusion is essential
Ability to matrix manage, including establishment of clear roles and responsibilities and driving accountability of others
Ability to develop Executive and Sr. Leadership presentations to influence decisions
Healthcare Experience not required but is a plus
Other key competencies required include strong business acumen, strategic skills, executive presentation, organization, executive presence and problem solving
Demonstrated proficiency with MS Office Suite (Excel, PowerPoint, and Word). PeopleSoft & Hyperion software experience is desired but not required

187

Manager, Financial Planning & Analysis Resume Examples & Samples

Annual budget preparation (utilizing Ana Plan software); develop/maintain short-term and long-term forecast models; prepare monthly forecast
Work with senior leadership in Finance as well as Operations. Ad-hoc reporting/analysis as necessary. Work with Operations Managers with budget variance analysis
Assist with financial statement close and balance sheet reconciliations, as necessary; meet aggressive deadlines (monthly close/reporting, monthly forecast, annual budget)
Conduct special studies to analyze complex financial projects and prepare recommendations for financial investments or future policies
Analyze financial information to determine present and future financial performance. Prepare return on investment analyzes for various capital projects. Ensure integrity, accuracy, and reasonableness of financial results
Identify trends and recommend improvements accordingly
Interpret and apply corporate financial policies, government legislation, and accounting theory
Establish databases of pertinent information for use in analyzing future plans and forecasts
Make recommendations to management regarding cost savings or profit generating opportunities, and profitability improvement strategies
Responsible to prepare annual surveys such as the MGMA survey, US Census Data, or other similar reports. Ensure accurate and reasonable reporting of DMG- Colorado financial data
Demonstrate and exemplify behavior consistent with DaVita’s core values – service excellence, integrity, team, continuous improvement, accountability, fulfillment, fun
Maintain knowledge of company policies and procedures, and other related regulations and guidelines, and ensure department compliance
Use, protect, and disclose CSHP patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards
Attend and complete all required training and development to include annual compliance training
Perform additional duties as needed
Ability to maintain the strictest confidentiality
Ability to be flexible and able to set priorities in order to adhere to strict reporting deadlines
Must be able to work independently, as a member of a team, and under direct supervision

188

Manager, Financial Planning & Analysis Resume Examples & Samples

Responsible for the REIT Annual Plan, Forecasts, Outlook and Strategic Plan (P&L, Balance Sheet and Cash Flow)
Oversee the preparation of presentation materials for Senior Management and the Board of Directors
Play a lead role in determining the financial impact and insights for various scenarios and special project work (development, acquisitions, divestitures, debt and equity raises, etc.)
Collaborate with the Real Estate group and other Finance departments across CTC to complete the Annual Plan, Forecast, Outlook, and Strategic Plan
Oversee and provide valuable insight into the preparation of month-end and quarterly analysis on the P&L, Balance Sheet, Metrics, and Capital Expenditures
Manage the quarterly fair market value process of investment properties
Understand macro-economic and business issues, trends, and opportunities that will impact our overall financial performance
Ensure that meaningful analysis and reports are prepared to support various levels for reviews and presentations for various Officer and Board of Director’s meetings
Lead, develop, and provide coaching to a team of 3 direct reports
Perform ad hoc analysis as required
Accounting designation (CPA – CA, CMA, CGA)
5+ years of experience working in a finance, FP&A, or related role with demonstrated career progression
Extensive REIT and/or Real Estate experience is considered an asset
Excellent analytical, organizational, time management, and problem solving skills
Experience managing and developing staff
Superior communication, presentation, and interpersonal skills
Ability to perform in a fast paced and dynamic environment

189

Manager, Financial Planning & Analysis Resume Examples & Samples

Perform analysis to support management decisions, may include: financing decisions, operating decisions, pricing, budgetary, new site evaluations, etc
Design, build and present improved financial models for corporate and communities
Provide financial consulting services to various departments within the organization
Supervise the FP&A representative(s) or finance department representatives(s) on various projects
In-depth understanding of managerial finance and accounting concepts and practices
Expertise in the areas of budgeting, forecasting, financial statement analysis and various types of financial modeling
Strong proficiency with spreadsheet, database and other analytical tools
Ability to communicate complex ideas both in writing and verbally
Discipline to work autonomously in a demanding, project-oriented environment
Four-year degree in finance or accounting is required. MBA preferred
Minimum of 7 years of professional experience in analytical finance, accounting or sales/marketing roles

190

Manager, Financial Planning Resume Examples & Samples

Home Entertainment Product (TV, Audio etc.) Sell Out Promotion (Instant Rebate, Bundle, SPIFF) Planning, Coordination,
Execution co-working with product management team and sales team
Monitor sell out performance in the market field and analyze financial ROI of sell out promotion
Develop short-term and long-term sell out promotion strategy co-working with product management team and sales team
Home Entertainment Product (TV, Audit etc.) price planning and management including pricing simulation, pricing setup & communication, and pricing strategy development
Sell Out Promotion Cost Forecasting based on PSI for Rolling Plan
Develop Financial Analysis Tool and Improve Sell Out Cost Management Process
Ad-hoc task upon request

191

Manager Financial Planning & Analysis Resume Examples & Samples

Manage the Corporate financial planning process, including the annual business plan (budget), interim forecasts and longer term strategic plan for a multi-national, public corporation with numerous legal and management reporting entities
Define data and analytical requirements and time tables for the business units relating to all these planning processes
Enhance Corporate consolidation system to begin including budget/plan and forecast categories for income statements, balance sheet and cash flow statements
Evaluate alternative consolidation software systems in a multiple ERP, decentralized environment with significant foreign entity operations
Distribute consolidation software and train business unit users on data upload procedures
Develop and enhance financial reporting templates for Actual vs Plan, Forecast vs Plan, Actual vs Forecast, trend reports, financial ratios and other comparisons
Develop and coordinate monthly financial analysis requirements and analytical reporting formats by business unit, segment and Corporate
Assist in the preparation of presentations for senior management and the Board of Directors for financial performance, plans, forecasts and strategic plans
Other special analytical projects as defined by the CFO

192

Manager, Financial Planning Resume Examples & Samples

Responsible for staying current on all NYC Deferred Compensation Plan services as well as additional City-Wide employee benefits. Keep current with the financial planning industry at large
Present all NYC Deferred Compensation On-Site seminars which include, but are not limited to the following topics: Retirement Planning, Money and Credit, Estate Planning, Social Security & Medicare, Distribution Planning, NYCE IRA and Tax Planning
Conduct Work-Site financial planning seminars within the assigned geographic area
Using highly effective presentation and personal communication skills make concepts and reports understandable when delivering seminars and financial plans to participants
Conduct Individual Consultations for New York City Deferred Compensation Plan participants
Other duties and projects as assigned for the program
Will be required to present both before and after normal business hours

193

Digital Product Manager Financial Planning Tools Resume Examples & Samples

Perform detailed competitive analysis and stay on top of changes with both established and emerging fintech competitors
Assist with driving the strategic roadmap for enhancements to Morgan Stanley’s digital experience
Develop business requirements for online and mobile platforms and ensure they are thoroughly reviewed by the appropriate partners (e.g. technology, legal, risk, compliance, service & operations, fraud, etc.)
Work closely with our technology and operations partners to oversee project implementation
Report on status, issues, client feedback, and other KPIs during and post project launch
While initially this role will be functioning as an individual contributor, it is likely the individual will take on management responsibilities as additional assistance is necessary
5-8 years of digital product management experience, preferably in the financial services industry
Successful track record of leading product initiatives through technology and control partner governance groups
Ability to independently drive projects to completion
Strong PowerPoint and Excel skills to assemble & lead executive presentations
Strong personal or professional understanding of self-directed brokerage platforms, and a familiarity with both digital advice and the wealth management landscape
Familiarity with financial planning tools and personal finance calculators is a big plus

194

Manager Financial Planning & Analysis Resume Examples & Samples

Business Acumen: Uses economic, financial, market, and industry data to understand and improve clinic business results; uses one’s understanding of major business functions, industry trends, and ABQ HP’s position to contribute to effective business strategies and tactics
Developing Others: Plans and supports the development of individuals’ skills and abilities so that they can fulfill current or future job/role responsibilities more effectively
Leadership Disposition: Demonstrates the traits, inclinations, and dispositions that characterize successful leaders; exhibits behavior styles that meet the demands of the leader role
Planning and Organizing: Establishes courses of action for self and others to ensure that work is completed efficiently
Responsible for providing relevant, timely information regarding forecasting, monthly dashboard development, labor/productivity, payor contracting analysis, Medical Loss Ratio Analysis, budget variance, forecast variance, and capitation analysis
Participate in special projects, structure the work, manage the process, drive the right set of analyses, and present the answer to senior executives through a compelling storyline
Drive data collection and exchange process with ABQ HP partners
Aptitude for critical thinking in complex situations, ability to synthesize ambiguous data into concrete results
Ability to drive multiple projects forward simultaneously; ability to synthesize ambiguous data into concrete results
Utilize working knowledge of financial statements in thoughtful financial analyses
Mentor and assist in the development of junior teammates
Effectively manages individual work streams and communicate analyses effectively within the team and with senior executives

195

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

You will lead the company-wide processes for budgeting, forecasting and reporting of actual financial results to ensure timely, accurate and relevant financial information is available for business decision-making
You will partner with the VP of FP&A, brand Finance leaders, the VP/Corporate Controller, and other members of the business team to drive accountability for financial results, manage financial risks and opportunities across the portfolio of brands, and provide financial leadership to help the company meet or exceed its financial objectives
The successful candidate will help understand the business performance and drive execution by presenting a clear, concise analysis and accurate summarization of the business’ financial results in comparison to budget, prior forecast, and prior year results
You will develop a comprehensive understanding of all key business drivers and their related financial implications that enable the team to deliver insightful, value-added analysis across the company, including consolidated as well as sport level analysis
The Senior Manager, Financial Planning and Analysis will provide financial leadership for the corporate platform functions to ensure that corporate spending is managed efficiently and invested properly in support of the brands and company
You will support internal reporting as well as reporting for the Board of Directors in the form of actual reviews, forecast reviews and daily/weekly/monthly dashboards
You will look to continuously improve the systems landscape and financial reporting and analysis processes across the company
You will support the company’s strategic planning efforts to develop long range financial plans including both organic and inorganic growth strategies

196

Manager Financial Planning & Analysis Resume Examples & Samples

Ensure that all financial reporting is completed in compliance with GAAP standards, as well as, Sarbanes-Oxley (SOX) and corporate policies and requirements
Assist in monthly and quarterly reporting to VP of Finance and Division President
Assist in the administration of systems and policies to effectively measure financial and operational performance
Manage the preparation of budgets/forecasts and variance analysis and consolidate total division wide budgets/forecasts
Oversee long and short range operational planning and performance measurement, including, profit planning, Sales forecasts, expense budgeting, asset utilization, cost standards, savings opportunities, capital investing and labor tracking
Calculate currency hedging for international financial reporting – MX and UK
Evaluate and develop financial reporting tools and standard reports to reflect consolidated division results
Work with plant finance teams to implement best practices in financial reporting across the division
Evaluate financial processes and identify opportunities to streamline activities across plants and division
Create and maintain an Airfoils division-wide tool to measure material flow on a weekly basis. Included in this measurement
B.S/B.A. degree in Accounting
7-9 years’ experience in Accounting
Public Accounting experience, a plus
Good analytical skills and attention to detail
Proficient in PC applications, including expert skills in Excel
Experience with Hyperion, Syteline & Oracle accounting package, a plus
Good communication skills and initiative
Travel to PCC Airfoils’ facilities, as requested
Must be highly motivated to take on required tasks with minimum supervision and must be willing to work overtime as required

197

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

7 - 10 years of progressive responsibility for financial analysis, MBA a plus
Must have strong analytical skills and experience in managing and developing the forecasting / planning process
Must have strong HFM, Excel, and PowerPoint skills
Knowledge of JD Edwards (not required, but helpful)
Travel <5%

198

Manager, Financial Planning & Analysis Resume Examples & Samples

Leverage knowledge of products, pricing, promotions and growth initiatives to lead setting of sales quotas
Data mine, develop queries from various financial systems, manage databases and perform analytics to support and propose direction on business decisions
Research and resolve concerns related to compensation payouts. Elevate issues to review board, where necessary
Bachelors Degree in Finance, Accounting, or Economics required. Advanced degree i.e. MBA are preferred
4+ years of relevant financial analysis, preferably in a sales environment, experience is required
Applicants with a CPA or in process of achieving certification are preferred
Experience with ERP systems (PeopleSoft in particular) is a plus
Working knowledge of MS Access, MS Excel, MS PowerPoint, and Essbase is required
Proficiency with Teradata SQL
Experience in the technology or telecommunications industry preferred
Detail oriented, demonstrates a sense of urgency, effective teaming skills, self-driven with strong initiative, ability to balance multiple priorities to meet stringent deadlines, adaptive to change

199

Manager, Financial Planning & Analysis Resume Examples & Samples

Monthly and quarterly review of month end, 10-Q/10-K, board, and regulatory reporting during regular business cycles
Annual development of the Bank’s 5-year business plan, which includes gathering forecasting assumptions, running projections in the asset-liability management system, and presenting results to senior management
Annual performance of the Capital Stress Test, which spans from the development of financial models to documentation, presentation, and data review
Build and utilize various internal models for business planning, including budgeting and forecasting for various business lines. Challenge and validate models, processes, and procedures created by other members of the Finance team or other departments throughout the bank
Assist in data collection, extraction, scrubbing, validity and sanity checks, transformation, and validation for a variety of projects
Develop methods to disseminate reports using new tools at the Bank
Continuously seek out opportunities for process improvement
Ad hoc reporting is frequent from senior management
Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor
Participate in the development of department policies and/or procedures and assist with client specific projects as assigned
Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
Undergraduate degree in Finance, Economics, Accounting, or related field preferred; MBA a plus
Excel knowledge is necessary
SQL, Hyperion Essbase, and BancWare ALM5 expertise is highly preferred
Familiarity with Access and PowerPoint a plus
Excellent verbal and composition skills
Furthers the First Republic Bank culture and values
Vision must be sufficient to read data reports, manuals and computer screens
Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person
Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions
Position involves sitting most of the time, but may involve walking or standing for brief periods of time
Must be able to travel in a limited capacity

200

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Contribute to strategic initiative progression and realization by providing financial leadership for initiatives; assisting with procuring resources, timelines and standards for cross functional initiatives; ensuring, along with other sales and operations leaders that the quality of deliverables meets the expectations of the VP/GM and the needs of the business; identifying commonalities and ways to produce synergies; participating in market visits; attending business planning meetings and strategy reviews; conducting research and summarizing findings; and applying knowledge from background area of expertise to special projects
Identify opportunities for improving financial performance by staying abreast and knowledgeable of industry trends and events that may/will impact business performance (including subscribing to and reviewing industry reports, and visiting clients); identifying and communicating shortfalls or upside, along with likely causes, early; advising and working with business leaders and business unit VP/GM to capitalize on emerging and unanticipated opportunities (e.g., building business cases for new resources or initiatives mid-year for presentation at MDM sessions); establishing, overseeing and evolving internal auditing and control mechanisms to ensure full workforce compliance with spending policies
Lead budget development and reporting by establishing organized, logical and efficient systems, tools and templates to organize and optimize department planning activity and accuracy; preparing and delivering timely and accurate prior period results and current run rates to each business function for building budgets and plans; staying apprised of economic conditions that may impact forecasts; collaborating with operations leadership to incorporate service delivery information; advising department heads on potential impact of current economic conditions; consolidating department budgets; reviewing with senior leaders; iterating and adjusting until plans and budgets are approved by business unit and GRC leadership; and tracking actual activity monthly against plan
Bachelor’s Degree in Finance, Accounting, or related business field OR 12 years of experience in Finance and Business Operations roles
A minimum of 8 years of senior-level finance and accounting experience, including
Business process engineering or re-engineering
Financial analysis, forecasting and business performance modeling
Collaborate with business partners
Reporting: profit and loss, and ad hoc
A minimum of 2 years of experience leading and developing professional level employees or management employees
Master’s Degree in Business Administration with Emphasis in Accounting or Finance
12 years of finance and accounting leadership including
6 years managing professional level and management employees
M & A experience
Professional individual contributor or management of non-finance function (sales, operations, customer service, product management)
Business planning & Forecasting
Legal and Banking industries
Corporate Legal Services Marketplace
Analytical and statistical techniques

201

Manager Financial Planning Resume Examples & Samples

Direct the completion of the forecast for Combined Highmark entity and communicate results to senior management
Direct the implementation and maintenance of forecasting software and identify and implement other forecasting best practices
Support the Corporation’s strategic planning efforts through the modeling of financial results at Highmark and subsidiaries/affiliates
Design the forecast model and project financial results to assist senior management in determining the financial results by business segment and assist executives in determining appropriate financial targets for subsidiaries/affiliates by analyzing competitive data and historical and projected data
Support the financial analysis department in identifying the cause for variances from the financial plan
Direct the completion of ad hoc financial planning activities and communicate results to senior management
Assist in the development of business cases for development/acquisitions requiring capital of greater than $5 million and complete financial analysis on these initiatives
3 years experience presenting financial results to executive audiences
Ability to analyze financial results and to comprehend complex rating structures impacting financial results and used for financial forecasting
Ability to interpret and summarize results of variance analysis
Experience working with Financial Systems/Spreadsheet knowledge
Knowledge of Highmark products

202

Manager, Financial Planning Resume Examples & Samples

Execute the financial planning and coordination of monthly P&L forecasts and annual budget process, including capital expenditures
Create a roadmap for improving the budgeting and forecasting tools and processes, with special emphasis on Finance’s role within Agile development methodology
Streamline and automate certain financial operations
Manage financial responsibilities for multiple departments
Perform financial modeling with a perspective on benchmarking across comparable industries
Perform ad hoc analysis to support business decisions
Interpret financial data, project financials, variance analyses, and key business drivers to identify trends and make recommendations for improvement
Consolidation and reporting of Technology & Product financials across all businesses
Assist with presentation of financial analysis and interpretations to executive-level audience
Work effectively on multiple assignments, activities or projects
Bachelor’s degree in Finance/Accounting or equivalent work experience in a financial or IT environment required. MBA a plus
Minimum of six years of technology, manufacturing, or other industry experience with strong focus in Financial Planning and Analysis, and/or Strategic Business Analysis
Minimum of two years’ experience effectively leading a team or major project
Demonstrated analytical (industry, market, and business) and quantitative skills with track record of delivering insights which improve business results
Solid knowledge of financial modeling and benchmarking techniques with the ability to synthesize complex information in executive level formats
Proven ability to develop structured and fact-based analytics that include actionable conclusions and recommendations
Self-starter with flexibility and willingness to balance multiple, changing priorities and work under tight deadlines
Demonstrated ability to influence and build strong trusted working relationships with internal and external business customers
Effective written, verbal and presentation skills with the ability to communicate and present to executive level management
Advanced MS Excel skills required, including formulas, financial functions, pivot tables, design, and formatting for executive presentations
Experience with Oracle, Hyperion Planning, Reports, and Apptio is a strong plus

203

Senior Manager Financial Planning Resume Examples & Samples

5 years as a financial planning analyst
Proficient in financial planning software tools (i.e. – NaviPlan, e Money, Profiles)
Strong knowledge of asset allocation and risk tolerance questionnares
Bachelor Degree - Accounting / Finance or Business Degree required
Series 7 & 24, 63/65 or 66, CFP or working toward the designation (some modules completed)
Minimum of 3-5 years Financial Services experience required
Strong interpersonal communication skills with proven ability to build effective relationships
Strong working knowledge of retail financial services industry
Strong knowledge of industry standard planning concepts
Ability to work both independently and as part of a team

204

Manager, Financial Planning Resume Examples & Samples

Improve transparency of Technology expenditures, focusing on services being charged back to the rest of the business
Develop a comprehensive planning process for Technology services using the Apptio Planning tool
Consolidation and reporting of financials for the Chief Information Officer

205

Manager, Financial Planning Resume Examples & Samples

Interpret financial results, variance analysis, and key business drivers to identify trends and make recommendations based on risks and opportunities
Analyze market dynamics and assess impacts to business performance, strategic direction, and long range financial plans
Play a key role in partnering with the Client Success sales organization to develop deals and processes to provide visibility across the organization in terms of deal structure, accounting, and monthly reporting
Lead efforts to improve the structure of our analytical tools, data, and processes to enhance the company’s analytic capabilities and understanding of business performance
Manage long range plan target modeling with a perspective on benchmarking, industry and consumer trend impacts on business drivers
Assist with developing recommendations through analysis for our CFO & Executive Leadership Team, providing financial and operational insights necessary to help manage the company’s financials and support effective decision making
Minimum of seven years business experience with strong focus in FP&A
Management experience with direct report(s) required
Experience in supporting a sales function or supporting business development/customer deals is a requirement
Strong analytical and problem solving ability with track record of delivering results
Proven ability to prepare and present executive level presentations and insights
Ability to work in a dynamic environment managing multiple, changing priorities and to work under tight deadlines
Advanced MS Excel skills required, including logical and reference formulas, financial functions, correlation through pivots and logic, and formatting for executive presentations

206

Manager Financial Planning & Analysis Resume Examples & Samples

Responsible for supervision of month-end close processes including approval of journal entries and account reconciliations for accounting topics such as prepaids, accruals, allocations, chargebacks and Foundation specific accounting to ensure accounting is in compliance with US GAAP
Responsible for ensuring accounting processes are executed in well controlled manner aligned with S-OX and internal control requirements
Partners with FPA on implementing pre- and post-close reporting processes to streamline the close process and ensure roles are aligned appropriately between accounting and FPA
Partners with global process owners and external vendors for areas such as global meetings and ex-patriot/relocation to develop global, streamlined process documentation and resolve issues, ensure accurate billing and financial reporting and execute process efficiencies
Works with stakeholders in AFS, Corporate and the affiliates to develop and communicate to develop and redesign consistent accounting methodology for relocation and meetings. Responsible for rolling out global redesign program including centralizing accounting into shared service functions, where appropriate
Reviews monthly financials for the AbbVie Foundation and Patient Assistance Fund and assist with audit schedules and requests throughout the year for the year end audit
Responsible for creating ideas to reduce entries and create simplifications for the AbbVie close process aligned with the Accounting COE goals of Close Acceleration and Close Efficiency
Bachelor’s degree in Accounting or Finance
7-9 years minimum experience required in accounting and finance roles; consolidations and accounting support preferred
Solid knowledge of AbbVie policies, U.S. GAAP, internal controls, Sarbanes Oxley and financial reporting requirements
Excellent analytical, problem solving and communication skills
Attention to detail and ability to manage to timelines, quality and process improvement goals
Ability to work independently and adjust priorities to achieve accurate and timely results
Proficient in Excel. Knowledge of SAP, BlackLine and HFM is a plus

207

Manager, Financial Planning & Analysis Resume Examples & Samples

Financial Planning / Reporting/Analysis
Lead the development of quarterly projections and related variance analysis
Assist in the monthly close process and deliver accurate reporting of financial transactions, summarize variance analysis and develop narratives to communicate to senior management
Identify and pay close attention to financial trends; Identify the significant ones as early as possible and provide data-driven recommendations to assist management in decision making process
Support supply chain for inventory management, forecasts, write-offs, obsolescence analysis, forecasting purchases for hedging purposes, and supporting new and annual product costing
Transfer price calculation, validation and set up, oversee completion of tax provision and annual tax return
Develop and maintain financial scorecard to support analysis of the business, including variances to plan, tracking of cost-saving and revenue initiatives
Coordinate and prepare annual budget and assist in strategic planning process
Responsible for reviewing / analysing general ledger accounts related to revenues and expenses
Perform account reconciliations and prepare adjusting journal entries
Business Controls
Assists in the management of internal control processes and procedures across the organization
Ensure that internal control issues are anticipated and audit infractions are avoided by performing internal control reviews throughout the year, including yearend assessments
Reviews any deficiencies identified and develops/implements remedial plans
7+ years of related experience
Previous experience developing budgets and projections including cost of goods sold, transfer price, foreign exchange and taxes
Strong Excel (advanced functions, complex formulas) and PowerPoint skills and an overall high level of comfort with technology and ERP systems (i.e. SAP, BOBJ, BPC, Great Plains, etc.) and proficient in pulling data from these systems
Experience working in a professional business environment and effectively developing and implementing new processes to achieve desired results
Strong project management skills and the ability to organize and manage multiple priorities and projects
Working knowledge of business controls at a public company

208

Manager, Financial Planning & Analysis Resume Examples & Samples

Act as the financial thought-leader and initiative driver for divisions while providing the divisional financial voice to senior executives
Lead, communicate, implement, and execute the corporate strategic planning, budgeting, and forecasting cycles to support REI’s strategic initiatives at the senior leadership level
Recognize and solve complex business problems through financial analyses, such as lease-versus purchase, capital appropriations, or discounted cash flow
Own ongoing recurring divisional financial deliverables such as QBRs and Board packets
Develop business cases and support post implementation analysis
Provide coaching, direction, and leadership support to team in order to achieve department, company, and customer results

209

Manager, Financial Planning & Analysis Resume Examples & Samples

Minimum of 5 years of experience required
Advanced Microsoft Excel knowledge, including modeling and specialized functions
Ability to quickly learn new concepts, solve problems, and implement solutions
Strong attention to detail without losing sight of the broader objectives
Embraces teamwork; shares ideas / methods to improve performance
SAP and Cognos experience a plus

210

Manager Financial Planning & Analysis Resume Examples & Samples

Support development of financial models to assess financial returns of proposed investments; perform sensitivities (scenario analysis) to long term projections
Define and provide business requirements to the Hyperion configuration team
Prepare the monthly MMR and MFR materials for internal and external stakeholders, ready to be reviewed by the Director FP&A
Ensure timely delivery of data for the key financial reports (CMIS, Trend files, KVD sheets)
Establish and improve the processes, tools and procedures for on-going planning and forecasting
Ensure the timely and accurate consolidation of key financial data within the HFP environment; coordinate with the regions to ensure appropriate analysis are timely prepared
Partner with our Corporate Financial Reporting and Investor Relations teams to provide meaningful business performance analysis for regulatory filings and external communications
Develop bridge analysis, create new analysis to support evolving business needs (scrap benefit, cash flow, metal price lag, variance analysis, etc)
Bachelors degree in Finance, Engineering, Math or Economics, and/or a related field with a minimum of seven to nine years of relevant operations / Finance experience
Preferred candidates will possess MBA, experience with Access and/or Visual Basic, and experience with Hyperion and/or Business Objects/SAP
Strong management and leadership skills with a proactive participative management style
Strong oral and written communication skills, including facilitation of groups toward deliverables

211

Manager, Financial Planning & Analysis Resume Examples & Samples

Consistently exhibits behavior and communication skills that demonstrate HealthCare Partners’ (HCP) commitment to superior customer service, including quality, care and concern with each and every internal and external customer
Participates in WPI projects as an ad hoc member to develop the necessary understanding of the project
Assesses and quantifies all project, capital and ongoing operating costs that will result from the project, as well as all potential benefits to be derived from the project
Provides conservative and independent analysis of the viability of the project
Prepares presentation of analysis for project team and senior management
Monitors and reports on actual costs and benefits as compared to projections
Determines appropriate measures for accurately gauging performance of project
Develops run-rate for current status of measures where available
Develops charts and other reporting tools to depict projected performance
Prepares routine and ad hoc schedules, statements, reports and analysis as necessary
Manages department performance based on budgets and standards. Participates in annual budget process as well as in the formulation of department policies and procedures and other department standards
Maintains department policies and procedures manual as well as department training and development programs
Identifies areas for streamlining processes involving staff and systems resources
Uses, protects, and discloses HCP patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards
Performs additional duties as assigned
Over 3 years and up to and including 5 years of experience
3 years supervisory experience
In-depth understanding of finance, management and financial policies, and tax regulations
Ability to interface effectively with staff and external customers
Ability to work independently and use judgment
Ability to supervise and train staff

212

Senior Manager Financial Planning Resume Examples & Samples

Five or more years of combined experience in roles supporting finance, budgeting, financial forecasting, financial modeling, accounting, or related activities
Demonstrated experience with Microsoft Word, Excel, and PowerPoint
Demonstrated ability to create and maintain a safety conscious work environment

213

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead Supervise and manage workload of Financial Analysts on various tasks including but not limited to the items listed below
Manage development of Financial Analysts
Consolidation of all submissions for the Annual Planning Processes (Capital, Strategic and Operational)
Evaluation of Forecasts to recommend Public Earnings Guidance
Preparation of a variety of analyses for the CEO,CFO and SVP Investor Relations for the quarterly conference call including the highlighting of new trends which are developing
Prepare competitive analysis for Executive/Senior Management and the Board of Directors including value added commentary
Assist in the creation of Long-term (five year) financial projections (for Executive Management, the Board of Directors and the Rating Agencies) and by Currency (for Treasury)
Annually prepare value added analysis of brand and ship ROI’s
A variety of value added self-initiated ad-hoc analysis as well as analysis requested by Executive Management and other departments
Bachelor’s degree from a four year university. Certified Public Accountant, Chartered Accountant or similar certification preferred but not required
Minimum of 7 years of total experience progressed to the manager level or above
Direct experience with a large multi-billion international corporation, either as an employee or external auditor
Superior skills with analytical software, especially Microsoft Excel, and experience with a variety of financial analysis
Experience with managing process change and/or project management and proven ability to interact with all levels of the organization
Strong proficiency with Power Point, Hyperion Essbase and Oracle Financial Systems or the equivalent is strongly preferred. Creative thinker and solutions oriented
Ability to learn quickly in a fast-paced, rapidly changing, team-oriented environment
“Hands-on” style and detail-oriented approach to analysis preparation and/or review
Strong analytical and organizational skills. Be able to analyze, evaluate and move quickly to support rapid decision making
Informative and collaborative communications style

214

Manager, Financial Planning & Analysis Resume Examples & Samples

Collaborate with local market Finance team to provide timely and accurate financial insights to market and National leadership
Be the subject matter expert for your market
Serve as a trusted strategic partner to your market, including all departments, sites, and teammates within the market
Leverage understanding of financial statements, financial modeling, and a hypothesis-based approach to identify, validate, and quantify opportunities/risks
Identify cost saving opportunities and drive expense management initiatives with cross functional teams
Train local market Operations teams on the basics of Financial Reporting (budgeting, forecasting, variance reporting), use of FP&A tools (Anaplan, Essbase, MR, Excel models) and areas of focus when reporting to leadership
Communicate findings in a cohesive story and present comfortably and compellingly to teammates at all levels of the organization
Other duties and responsibilities as assigned including but not limited to
Travel to market at varying frequencies
4-6 weeks of in-market immersion shortly after hire date, with focus on learning about the market’s business and establishing relationships with key partners and stakeholders
Attend team meetings, phone conferences, and training events as needed
Know, understand, and follow teammate guidelines, employment policies, and department or company procedures
3-6 years of experience required, preferably in a Finance or corporate strategy function of a large organization, or a top tier management consulting or financial services firm
Healthcare background preferred
Complete proficiency in Microsoft Excel, PowerPoint, and working knowledge of other MS Office products
Demonstrated ability to communicate with multiple levels of an organization on a frequent basis
Ability to think strategically by leveraging quantitative analysis to derive insights
Strong understanding of business process with the ability to translate business requirements into meaningful reports
“Self-starter” who is passionate about continuously improving themselves and the way DaVita does business
Desire to work through ambiguous assignments and adapt easily to a fast-paced, changing environment
Strong verbal, written, and interpersonal communications skills including ability to listen attentively and to communicate information clearly and effectively throughout all levels of the organization and with audiences with varying levels of familiarity with information
Demonstrated interpersonal, collaborative, and relationship-building skills
Willingness to travel up to 25% of the time
Personal values in line with DaVita’s values of Service Excellence, Integrity, Team, Continuous Improvement, Accountability

215

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Evidence of a Bachelor’s degree or higher in Accounting or Finance (from a leading undergraduate or graduate institution) representing a track record of academic excellence. MBA and/or CPA preferred
Evidence of having progressively responsible financial leadership roles. (10 years)
Experience in Excel
Experience in education, design, or similar people-centric or service industries
Evidence of an entrepreneurial mindset and a confident and energetic style with excellent interpersonal and advanced communication skills (verbal, written, presentation) that enable effectiveness with senior leaders as well as employees of all levels to build internal partnerships
Experience as a “hands-on” finance professional with experience in accounting, financial modeling and strategic planning
Experience in developing financial plans, budgets, models and variance analysis
Evidence of an understanding of financial statements and their interdependencies
Evidence of a high degree of strategic and analytical capability, including the ability to analyze a large amounts of data
Experience in leading and motivating a team
Evidence of being comfortable with ambiguity and converting unstructured ideas to solid next steps
Evidence of being driven and highly-motivated with a tendency to run toward challenges and fast-paced unstructured environments
Experience in identifying opportunities, diagnosing, and developing process improvements
Experience in critical thinking and problem-solving skills
Experience with being well-organized and managing multiple projects with strict deadlines
Experience in interrogating the business to gain detailed knowledge, identifying key factors, and translating this into trends affecting our business

216

Senior Manager Financial Planning & Analysis Resume Examples & Samples

Create transparency about business performance by analyzing and comparing data from different sources of information
Provide senior management and headquarters with correct, timely and in-depth financial analysis or other ad hoc reporting
Assume back up roles to cover colleagues for in advance assigned tasks
Demonstrated analytical and financial modeling skills, comfort with Finance and Accounting principles and strong financial statement analysis ability
Ability to navigate in complex and international environments to influence and enable key business partners
University degree (Dipl./Master) in business administration with focus on Finance/Controlling
Experience with personnel management

217

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage the consolidation of corporate budgets and forecasts
Partner with assigned business functions to provide analytical decision support and performance analysis, recommend and implement actions and drive for desired results
Provide comprehensive variance analysis, including identification of gaps, trends and opportunities within the business and recommendations for possible course corrections to functional and finance management
Coordinate annual operating and capital budgets by working with assigned business functions, including planning for strategic objectives, headcount, initiatives, expenses and operational metrics
Plan, facilitate and implement reports and ad hoc analysis to support decision making and evaluate business initiatives and performance
Develop business cases for capital projects and strategic investments utilizing concepts including IRR, NPV, and payback
Lead a team of financial analysts who each support assigned areas of the Institute
Bachelor’s Degree in Finance is required; MBA preferred
Prior management experience required
Previous experience with project accounting and partnering with project managers
Experience as a FP&A power user of a budgeting and planning application
Advanced financial reporting and planning system, SAP Business Objects and Excel skills
Previous experience with SAP or similar ERP system
Flexibility and adaptability, ability to manage in dynamic environment with a strong sense of urgency

218

Manager, Financial Planning & Analysis Resume Examples & Samples

Manage the global planning and forecasting process. Provide financial analysis and serve as liaison with the divisions during the preparation and consolidation of the AOP, STF and LRFF
Analyze monthly financial results compared with the AOP, STF, LRFF and Target Economics and proactively report findings to the VP, Business Development, CFO and CEO
Manage the Capital Expenditure Process including the preparation and approval of the budget, completion of post audit procedures and reports
Support Corporate Management on interpretation of actual results v plan and prior year for all public communications
Advice and support Corporate Management on financial aspects of decisions e.g. sourcing make vs. Buy, capacity utilization, major investments
Degree combined with 10 or more years’ experience performing analysis, auditing, accounting and/or reporting for an international manufacturing entity
General Business and Project Management Skills
Hands-on-accounting skills
Hands-on consolidation experience with multiple legal entitles and inter-co eliminations
SAP ECC6 experience (with FI, CO and ECCS modules) required. Hyperion experience a plus but not required
Experience with foreign currency a plus

219

Manager, Financial Planning & Analysis Resume Examples & Samples

Manages the tactical execution of short- and long-term objectives through the coordination of activities with a direct responsibility for results, including costs, methods, and staffing
Provides leadership, coaching and development plans for all direct reports to maintain an engaged and productive workforce
Responsible for the preparation of all budgets, forecasts and strategic plans
Evaluates controls, identifies and controls gaps, and prepares and reviews narrative and templates as necessary
Prepares periodic in-depth financial reports evaluating and interpreting the company’s financial performance to support the Company’s financial objectives
Prepares/reviews Financial Review Charts for budget, results of operations, and financial position for management
Manages the functions of operating expense analysis and partners with department heads to analyze and plan expenses
Perform due diligence activities in support of various business development initiatives
Develops comprehensive strategies for analyzing and adjusting processes and procedures to attain maximum efficiencies
Provides financial analysis and cash flow analysis for capital appropriations
Manages the coordination of activities of a section or department with direct responsibility for results, including costs, methods, and staffing
Follows processes and operational policies in selecting methods and techniques for obtaining solutions. Interprets and recommends change to policies and establishes procedures that effect immediate organization(s)
Interacts with internal departments and external customers; particularly in problem resolution. Acts as an advisor to subordinate(s) to meet schedules and/or resolve technical problems
Responsible for hiring, coaching and counseling employees, including performance reviews, disciplinary action and terminations
Assists with various projects as assigned
6 – 8 years’ experience in financial modeling and planning
3+ years’ supervisory or project/program management experience preferred
Strong analytical, project management, presentation and interpersonal skills
Advanced financial modeling skills

220

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Recommend planning and business performance issues to define and execute action plans
Manage all aspects of sales performance and quota management, to include: quota setting, sales dollar target setting, tracking and reporting on spiffs, contests and incentive activity
Ensure all compensation changes are clearly laid out and communicated in a timely manner to Sr Leadership and channel leadership
Represent Finance on monthly incentive review board meetings to ensure decisions are financially sound and equitable
Manage President's cabinet and Winners Circle for the market
Liaison with HQ compensation/HR and M&SO to rollout compensation plan changes

221

Manager, Financial Planning & Analysis Resume Examples & Samples

Oversee the preparation of the IT annual capital and operating expense budget
Lead the review of all IT project funding submissions, including cost benefit analysis and post implementation reviews
Produce monthly and quarterly operating expense and capital reports that provide insights to the IT group and Executives on key variances/metrics
Lead the quarterly forecasting process for IT Financial Planning and Analysis including providing updated projections for capital and operating expenses throughout the quarter
Oversee the preparation of presentation materials for Senior Executive reviews
Work closely with the project management office in IT to provide performance updates to the IT team
Identify and implement opportunities for system functionality, process enhancements and automation to improve efficiency and the quality of deliverables
Manage and develop a team of 7 direct reports
University degree in Accounting/Finance or business related discipline
Accounting designation (CPA) or MBA
6+ years of experience in a relevant FP&A role
Experience managing and developing a high performing team
Excellent analytical, problem solving, and organizational skills
Superior interpersonal and communication skills (both written and verbal)
Able to perform in a fast paced and dynamic environment
Well rounded business acumen
Experience supporting IT organizations is considered an asset

222

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Lead and coordinate the planning and forecasting processes, for management’s successful delivery of compelling and ambitious plans that support strategic objectives
Analyze and interpret financial information and prepare Monthly Operating Reports in accordance with US GAAP
Expense budgeting, analysis and controls
Prepare management presentations such as Business Updates and Reviews, Strategy Meetings, Staff Town Halls, Board Updates
Manage special finance projects as required
Assist CFO with enterprise risk management, including working with stakeholders to identify key risks and establish mitigation action plans for submission to Global Risk Manager
Assist CFO with Board and other company secretarial duties, including organizing committee meetings and preparing minutes
Top notch credentials from Actuarial, Finance, Economy or Business Administration background
Excellent oral and written English communication is a must. Spoken Cantonese will be a significant advantage
Strong experience in FP&A and/or Insurance industry. At least 7 years’ experience in Financial or Accounting field with a preferably 2 years’ management experience
Strong skills with Microsoft Office (Power Point, Excel and Word)
Strong team player with excellent communication and influencing skills

223

Manager, Financial Planning & Analysis Resume Examples & Samples

Responsible for management of the Company’s Profit and Loss results against target or plan in conjunction with the Director of Financial Planning & Analysis
Plan and direct the timely preparation and reporting of monthly financial results of Corby and Hiram Walker in Canda and Fort Smith, Arkansas for PRISMA reporting and internal management purposes (volumes and all P&L elements)
Plan and direct the preparation of forecasts (short term and long term) and budgets within deadlines. Monitors, evaluates and advises on operational performance compared to budgets and forecasts, including preparation of variance analysis
Key role in the Collaborative Business Planning (CBP) process of the company in liaison with Sales and marketing teams. Support role to Directors’ Forum
Work closely with A&P and Pricing team as well as Sales and Marketing Teams on brand performance
Complete Financial reporting obligations for Corby Spirit and Wine Ltd including Management Discussion & Analysis
Structure Costs planning, analysis and reporting
Management of various internal reporting requirements for Pernod Ricard
Preparation of the Company’s annual and long-term P&L budgets/strategic plans
Identifying and explaining underlying business trends and the financial implications of strategic decisions
Identifying and addressing growth opportunities, business risks, opportunities and uncertainties
Participating in the Company’s long-term strategic planning process
Financial reporting and analysis for Export business
Management and supervision of 3 analysts
Ad-hoc analyses and requests as required
Strong written and verbal skills, specifically, ability to draft both Management Commentaries (BIS) and MD&A as well as financial statement and note disclosures in compliance with applicable IFRS and Ontario Securities Commission regulations
Expert level knowledge of core International Financial Reporting Standards
Working knowledge of more advanced IFRS(s) re
Previous planning/management reporting experience
Minimum 5 years’ experience with big four international accounting firm auditing public companies

224

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Partners with System and Regional Finance leadership in the establishment of standard and comparable measurement, reporting, analytics and financial planning to drive consistent accountability and efficient use of resources across organization. Communicating results to finance leaders including budget and trend analysis
Leads the development of the strategic design and roadmap for the System standard modeling and financial planning (long range plan, budget, quarterly forecasting, month end close analysis, monthly performance reporting and weekly flash reporting) methodologies by consulting with key stakeholders. Leads the forecasting and management reporting functions; developing and maintain tools for management, analysis and monitoring financial performance
Act as a trusted business partner to provide financial performance analytics, guidance and strategic recommendations to customers and leadership. Providing detailed analysis and guidance specific to risks and opportunities to support decision making information and help drive and challenge strategic discussion with senior leadership
Leads a team that is responsible for financial planning activities and facilitates the annual, quarterly, and monthly processes. Manages staff resources to adhere to standard calendar schedule to ensure accurate and timely deliverables. Continuously monitor workload and methodologies used to achieve results, making recommendations to improve efficiency and/or achieve cost savings whenever possible
Oversees the financial planning processes to support the output of accurate, timely and valid data and information to support decision making. Manages the preparation of financial analysis and reports for presentation to top management
8 + Years of previous financial planning, business & financial analysis, planning & project management experience
5 + years management experience
2 + years of previous experience with reimbursement, financial planning and/or decision support in the healthcare industry supporting operational departments
Strong knowledge of a wide variety of the financial planning concepts, practices, and procedures for health care
Experience in a large, matrixed organization, preferably healthcare
Strong knowledge of healthcare reimbursement ,costing and financial planning methodologies, service line profitability analysis and physician revenue modeling
Independent, proactive, and innovative problem solver who concisely provides options with recommended solution for management decision
Demonstrated strong oral and written communication skills including ability to write business cases and effectively articulate ideas and recommendations. Ability to effectively interact with all levels of management, especially Senior Leadership
Possess good decision-making skills based upon a mixture of analysis, wisdom, experience, and judgment
Strong computer skills including all MS Office
Ability to plan, organize and effectively lead multi-disciplinary teams and projects and develop meaningful results within established timeframes
Attention to detail and macro understanding of financial planning for current and future needs of the organization
Possess excellent interpersonal skills and demonstrate the ability to work with a wide variety of people, both within the system and outside
Effectively communicate and interact with peers, facility leadership and regional employees
Able to use critical thinking skills to recognize opportunities and to report on the financial impact of proposed actions
Able to build, lead, support and motivate effective teams
Able to present complex information to diverse groups, support findings and collaboratively drive change based on organizational goals and strategic objectives
Able to communicate project status with dep’t leadership and identify and resolve issues impacting team performance

225

Manager, Financial Planning & Analysis Resume Examples & Samples

A Master’s degree with a focus on Finance or Accounting is preferred
CPA/CFA certifications a plus, but not required
6 to 8 years’ experience pertaining to the role’s responsibilities
Knowledge of budgeting and forecasting techniques as well as proficiency with financial statement analysis and projection. Knowledge of overall business strategy and operations including business processes, revenue and cost components and drivers of these measures. Strong understanding of Finance and Accounting principles. Understanding of valuation methodologies, profitability and return on investment modeling, as well as standard financial reporting ratios and KPIs
Strong knowledge of Microsoft Office (Excel, Word and PowerPoint) with an emphasis on Excel modeling. Understanding of Oracle Financial Systems, Hyperion Interactive Reporting and Hyperion Essbase or similar system
Experience managing a team of Analysts and demonstrated track record of achievements. Ability to manage multiple projects to completion, coordinate action plans, present to executive management and implement decision strategies. Must have excellent interpersonal and communication skills

226

Manager Financial Planning & Analysis Resume Examples & Samples

Assist the Director of Financial Planning & Analysis in overseeing the daily/monthly/yearly activities of MGM National Harbor
Monitor and evaluate monthly results to ensure financial objectives are being met in order to maximize potential financial return and meet company objectives
Research and document monthly variances; provide explanations for deviations from expected results and make recommendations in order to meet department financial objectives
Provide property leadership with support and documentation for capital requests (ROIs, business justification, etc.), submitting and routing capital requests for approval and reviewing results with the Director monthly
Work with the Director to coordinate, plan and present at quarterly P & L meetings
Continually oversee and manage property FTEs (budgeted vs. actual) and investigate over-budget FTE variances and report findings to the Director
Plan, prepare and oversee department annual budgets and periodic re-forecasts and prepare related executive reports and/or presentations
Perform analyses and create models (to include ROI, NPV, etc.) to support executive management in making operational and/or financial decisions
Prepare ad hoc reports, graphs or presentations for executive management
Prepare ad hoc and recurring reports, graphs, and metrics for property departments, identify areas for improvement and works with property departments to implement practices to meet departmental financial objectives
Manage the planning and analysis team, responsibilities include, but are not limited to: hiring, supervising, disciplining, and developing financial analysts
Provide leadership for Financial Planning & Analysis department to include: Create a work environment that promotes teamwork, performance feedback, recognition, mutual respect and employee satisfaction
Work with dedicated Finance representatives from other company departments as needed
Sr. Financial Analyst (2)
Financial Analyst (3)
Bachelor degree is required in Business/Hotel, Accounting, Finance or Economics; or other work related experience
At least six years’ experience in financial analysis and experience with accounting principles and theories with the successful application of these concepts; preferably in a hotel/casino environment
Effectively communicate in English, both written and oral forms
Must have strong analytical skills
Must have interpersonal skills to deal effectively with all business contacts, including upper management
Must be detail oriented, organized and able to function independently while exercising good judgment with minimal supervision
Must be able to maintain confidentiality of sensitive information while complying with all company rules and regulations
Must be able to develop, maintain, and enhance analytical and reporting models
Must have proficiency in Microsoft Office products such as Word, Outlook, Excel, Power Point, and Access
Must have basic understanding of SQL and business intelligence applications, such as Cognos
Strong computer desktop and spreadsheet skills are necessary for the preparation, maintenance, and upkeep of computer files
Must be able to prepare data and exhibit meaningful reports; and contribute to the development and design of overall presentations
Must be able to manage budget preparation, forecasting, financial analyses, and productivity/labor analysis as needed
Must be able to evaluate and monitor property volumes and financial performance to ensure that goals and plans are met
Must be able to effectively communicate in English; in both oral and written forms

227

Manager, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s degree in Accounting/Finance or related field
Minimum 5 years’ progressive experience in Corporate Finance & Accounting
Strong communication skills with ability to engage effectively up to the C-level
Strong Microsoft Office skills, Microsoft Access experience preferred
Ability to think strategically, anticipate future trends and evaluate risks

228

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Business partnering with the department managers in the G&A and R&D functions
Manage financial planning cycles and translate financial plan into information supporting business decisions and performance
Prepare and analyze monthly financial and operating results comparing to budget / forecasts and provide department managers timely variance explanations
Prepare monthly expense accrual entries
Assist in preparation and review of the 5-year consolidated and segment forecasts of income statement, balance sheet, and cash flow
Perform ad hoc analysis and reports as needed
BS/BA in accounting or finance
8+ years of experience in business partnering with commercial leadership
8+ years of financial analysis experience in the pharmaceutical industry
Candidate must be proficient with Microsoft Office, including intermediate to advanced level of Excel (i.e. Pivot Tables, Formulas, LOOKUP functions)
Experience planning and reporting at a business unit level
Strong relationship building skills and a highly professional "client service orientation"
Analytical self- starter with a high emphasis on teamwork, timeliness, and attention to detail
Ability to effectively present information and respond to questions from Senior Management

229

Manager, Financial Planning & Analysis Resume Examples & Samples

Work with the Senior Analyst to build company-wide budgets and forecasts
Analyze historical and current trends and articulate these trends (and their business outputs) to working group leaders to create forecasts related to future opportunities
Oversee Senior Analyst and collaborate with Managers and Analysts on the team in performing monthly and quarterly financial reviews for management by working together to coordinate with accounting, HR and other functional & product teams
Own and understand Etsy’s financial results and be able to aid in telling the story on Etsy’s financial picture to a variety of internal and external audiences
Contribute ideas for continued build-out and improvement of the financial planning processes and systems that are in place, with a strong eye toward reliability, continuity and growth
Proactively partner with department heads to improve the FP&A team’s ability to interpret and communicate quantitative data to help determine areas of investment company-wide
Collaborate with full FP&A team on projects such as analyzing product P&L’s and assessing the financial and strategic implications of potential product enhancements, new products, or new businesses
Champion FP&A and our goal to be the heartbeat of the organization

230

Manager, Financial Planning & Analysis Resume Examples & Samples

Partnering with US Commercial department budget owners to provide monthly reports and operational analysis to help manage the budget and improve forecasting accuracy
Participate in the annual budget process and the quarterly forecast process to help deliver on corporate objectives across all commercial business units
Driving reporting and forecasting improvements through insightful variance analysis, creation of new informative reports, systems enhancements and process improvements
Performing timely and accurate ad-hoc financial analyses as necessary to support business needs of the US Commercial organization
Work with the FP&A Associate Director and Commercial leadership team to develop and track key performance metrics and deliver key messages
Work closely with Accounting on the month end and quarter end close processes, including accruals, reconciliations, pre-paid etc
Help with the monthly management and development of the trackers to enable project level tracking
Assist in the development of dashboards and reports for trending and analysis of specific business objectives and processes
Proactively identify opportunities for tactical improvements in commercial operations and shared services
Communicate findings, develop recommendations, and present them to senior management
Bachelor's degree in Finance, Accounting or Business Administration, MBA and/or CPA preferred
Minimum of 5 years year’s post qualification experience with strong financial planning and analysis, including experience working in the pharmaceuticals industry and in-depth knowledge of the accounting practices required. Prior experience with accruals a plus
Strong interpersonal and organizational skills; ability to work with a diverse team and influence/drive change across functional and business boundaries
Strong planning and analytical skills preferable, including superior financial modeling, Excel, and financial database systems skills/knowledge (SAP BPC, Host Analytics, Hyperion Planning, or similar)
Description of Physical Demands
Occasional mobility within office environment
Routinely sitting for extended periods of time
Constantly operating a computer, printer, telephone and other similar office machinery
Description of Work Environment
Work indoors in normal office environment with little exposure to excessive noise, dust, fumes, vibrations and temperature changes
Frequent computer use at workstation
May move from one work location to another occasionally
Responsibilities may require a work schedule that may include working outside of “normal” work hours, in order to meet business demands
Occasional public contact requiring appropriate business apparel

231

Manager, Financial Planning & Analysis Resume Examples & Samples

Master's Degree Preferred
Requires at least 8 years related experience; Service Industry Experience Preferred
Strong organizational skills, attention to detail
Proficient in Microsoft Office applications, with strong Excel and PowerPoint skills
Knowledge of enterprise systems (e.g., Microsoft Great Plains, SAP, Hyperion)
Strong leadership skills with proven ability to lead and manage
Excellent interpersonal, written and verbal communication skills

232

Manager, Financial Planning & Analysis Resume Examples & Samples

Drives the annual operating and capital budget development process and all interim re-forecasting
Ensures annual budgets are realistic and are aligned with company leadership’s view of investor expectations and that forecasts are predictive and insightful to allow line management to make decisions to meet the company’s business and financial objectives
Develops and refines budgeting techniques to provide leadership with optimum control and planning tools
Ensures that cost controls are in place to monitor actual spending versus budget
Communicates with line management to enable them to fulfill their business objectives while remaining within their hiring and spending authorizations
Provides consultation to operational leadership on key projects, financial matters, financial performance, and related issues
Leads or participates in development of decision-support tools/reports to assist operational leaders in decision-making
Creates management reports that are timely and meaningful which effectively enhance business decisions
Prepares monthly analysis for management, including rolling revenue and expense forecasts and G&A review
Prepares quarterly business reviews, and consolidates variances against budget to support management presentations
Reviews delta between historical and forecasted results to improve go-forward forecasting accuracy
Provides consultation to operational leadership on financial projects and advises on the planning for new programs
Performs other tasks and completes other assignments and special projects as needed
Maintains financial staff by recruiting, selecting, developing, and training employees
BA or BS degree in Finance, Accounting or Business Administration
MBA is highly desirable
5 years of experience in finance and accounting with a minimum of three (3) in developing budgets and forecasts and other financial planning responsibilities
Understanding of US GAAP, including software and SaaS revenue recognition
Very proficient in the use of Microsoft Office tools (power user of Excel) or similar tools
Knowledge of budget and data tools such as Adaptive and Cognos
Excellent leadership and team-building skills
Well-developed communication and interpersonal skills with all levels of employees, management, executives, and other organizations
Previous experience with public market technology company preferred
Ability to influence and interface effectively with employees at all levels within the company as well as external professionals
Ability to function in a consultative style and to drive for results through cross-functional interactions
Extremely detail oriented
High ethical standards with an appropriate professional image

233

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Partner with senior Facilities leadership in order to prepare informed capital, operating and headcount annual budgets and quarterly reforecasts for multiple cost centers across multiple sites
Defend budgets with Facilities and corporate management and provide additional support to Finance and Senior Management to meet business needs
Provide insightful analysis of business results to Facilities senior management and perform ad-hoc analyses that lead to problem solving and sound business recommendations
Prepare and present analyses, forecasts and reports and dashboards to Finance and Facility team leaders to support decision making
Analyze actual to budget variances; present to Facilities management and Finance. Research and resolve discrepancies in both Operating and Capital budgets vs. Actual spend as reported by Accounting. Affect changes to data categorization through Accounting & Procurement
Accurately forecast headcount and expenses by tracking and analyzing results, uncovering key trends, and assessing current and future business risks
Manage FID (Finance ID) model for all Facilities projects and other expenses
Structure and perform analysis independently and conduct research to uncover insights to help Facilities drive business decisions
Coordinate with Facilities internal and external project management teams to develop cash flow analyses, track spend, and manage and reconcile project budgets
Develop Tools, including dashboards, for easy snapshots and interpretation of Facilities’ financial position and projections. Participate in project teams developing Facilities applications involving financial and headcount data
Prepare business justification presentations for the CFO seeking approval for capital projects
Use different metrics (cost per service, cost per user etc.) to prepare sensitivity analysis on the Facilities budget and actuals
Perform financial analysis of real estate transactions and scenarios
Liaise between Facilities and Finance. Participate in, and provide input for, the Corporate Capital Steering Committee
Inform Facilities leadership of, and implement corporate strategy related to Finance and development of financial tools
Assist with developing metrics and cost analysis tools for sustainability efforts, including energy models
Analyze actual to budget/ forecast variances, review with Facilities management and prepare variance explanations for Finance
Identify and implement continuous process improvements within the G&A Finance team

234

Manager, Financial Planning & Analysis Resume Examples & Samples

Reporting – Produces monthly management reporting package , quarterly close package for partners (Penske Corporation), internal tax reports as requested, and other ad requests for senior management
Forecasting – Will provide analysis support and recommendations for both short term and long term forecasts (5 year) to the Director – FPA
Annual Business Plan – Performs analysis and presentation of findings to the Director – FPA which are necessary to support the Annual Business Plan process. Duties include the Field P&L target and finalization of the Management pretax and Partnership earnings target. Responsibilities will include oversight of the Business Plan activities of the Business Plan project manager and extended team members that report to the Manager- FPA
Management - Oversees a team of analyst direct reports by providing guidance, delegating projects, and providing career development
Activity Based Forecasting Models – In support of the Revenue and Forecasting responsibilities, this position will identify and develop activity based explanatory models for revenue, cost, and balance sheet items as needed
Other projects as assigned by the Director
BA in Accounting/Finance/Economics required; MBA/CPA/CMA highly preferred
At least 5-7 years Finance/analysis experience, with experience in budgeting and forecasting in a multinational company
Must be able to manage and meet multiple simultaneous deadlines to multiple internal/external customers with fast turnaround times
Must have strong analytical capabilities and ability to understand complex projection models – both the technical and theoretical aspects
Must be able to clearly communicate analytical findings, orally and in writing
Must interface with all levels of personnel from accounting clerk to Senior VPs
Must be a self-starter and be able to lead, motivate and develop a team of 2 Senior analysts and 1 Project Manager
Visualization and “Big Data” analytics experience is a plus
Regular, predictable, full attendance is an essential function of the job
Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required

235

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

In charge of
Education:Bachelors Degree in Finance or Accounting; MBA preferred
Experience:A minimum of 7 years’ progressive experience in financial analysis, budgeting, accounting, financial statement preparation. Extensive knowledge in project management required with a minimum of 4 years’ experience in financial planning. 3 years’ experience in a functional management and supervisory role required. Strong working knowledge of Excel & Essbase
Languages:Spanish is a plus
Expectation of travel is: 15%

236

Manager, Financial Planning & Analysis Resume Examples & Samples

Bachelor's degree accounting, business administration or related field. MBA preferred
6 years of progressively responsible technical experience in finance
3 years of leadership experience
Advanced Microsoft Office skills
Advanced knowledge of accounting rules and concepts and ability to apply the appropriate accounting standards to the relevant job duties. (i.e. Statistical data analysis, regression analysis, business modeling

237

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Financial Planning & Analysis partner for the CRO
Ownership of detailed bottoms up Revenue models to deliver accurate and transparent forecast and budgets focusing on Client, Pipeline and Product initiatives
Drive operational efficiencies throughout the organization
Responsible for consolidated forecast of Financial Statements including P&L, Balance Sheet and Cash flow
Partner with Accounting to ensure timely and accurate monthly closing and reporting
Define key performance indicators and develop audience appropriate reports
Develop and oversee analytical projects
Lead creation of product profitability analysis and reporting
Additional responsibilities and projects as needed
10+ years of relevant FP&A experience with specialization in supporting Revenue
Professional demeanor with advanced leadership capabilities to develop working rapport with management
Pre-IPO technologyand/or media company experience
Extensive financial modeling experience
Advanced knowledge of Salesforce.com
Advanced knowledge of Excel and other financial applications, Intacct accounting software a plus. Database comfort level desirable
Hands-on detail oriented individual willing to be immersed in all aspects of the finance function
Excellent communication skills, able to clearly and accurately message complex concepts in an easy to understand format
Pro-active work ethic and ability to perform with minimal supervision

238

Manager Financial Planning Resume Examples & Samples

Provides Financial Support to Service Lines and Clinical Support Platforms
Participates in the month-end close process
Contributes towards the planning and organization of the programs and operations of the Department within the Organization's long range plan
Directs and supervises the operations of the Department to ensure the quality of services provided
Maintains the operations of the Department within the fiscal and productivity guidelines of the Organization
Manages the Human Resources attributes of the Department to ensure achievement of Department goals
Contributes to and promotes the positive image of the Organization
Responsible for preparation of departmental safety procedures, documenting mandated safety training of staff and monitoring/reporting of incidents; and
Develops and achieves annual departmental goals and assigned organizational objectives which support the Organization's goals and mission statement

239

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead and coach a team of financial analysts
Lead annual financial planning processes for the Group, including annual profit plan, consolidating and assisting in the preparation of plan presentation and reporting, and supporting the development of the long range financials for the annual Strategic Plan
Coordinating & leading the monthly close reporting & forecasting processes for the Group: analyze operational and financial data, investigate variances, identify business drivers, and evaluate their impact on planned objectives; deliver timely completion of close and forecasts cycles; ensure accuracy and integrity of financial data and other operational metrics; and communicating key business drivers across all levels and functions
Deliver internal / management reporting and ad hoc analysis
Work in a team environment to drive improvement in financial processes through tools/systems, automation, and standardization
Manage the capital processes, including approving, reporting, and auditing for the Hydraulics group
Bachelor’s degree in Finance or Accounting from an accredited institution
Minimum of 5 years of finance or accounting experience
Minimum of 2 years of leadership/supervisory experience
Legally authorization to work in the United States without company sponsorship now or in the future
MBA or Master’s degree in Finance or Accounting from an accredited institution
5 years of financial planning and analysis experience within a manufacturing environment
Demonstrated International experience across financial disciplines (i.e.; foreign currency reporting translation impacts, tax strategies, transfer pricing, currency hedging, statutory reporting, legal entity implications, etc.)
In-depth knowledge of cost accounting within a manufacturing environment; plant experience preferred
Proficiency with LongView, Oracle, MFG Pro

240

Manager, Financial Planning & Analysis Resume Examples & Samples

Perform special project work as required to address a myriad of complex, non-standard analysis to support executive decisions
Manage project teams of employees and\or consultants to accomplish defined project goals
Develop a network of contacts across APP and BU functions to facilitate an efficient data gathering process
Provide expert services in analysis, business planning and reporting of business results and outlooks to Arconic Power and Propulsion
Prepare, participate and lead discussions with executive leadership on assigned project topics
Coordinate approach and analysis for APP and/or Corporate Initiatives. Examples include Annual Operating Plan, forecasts analysis, strategy reviews, Executive Council meetings, Quarterly Business Reviews, etc
Review quarterly forecast and annual plan bridges, understand deviations and provide first challenge before submission to Group leadership and Corporate Finance
Provide guidance and assist with target setting and benchmarking activities for the plants
Serve as liaison between the business unit (BU) Support Organizations and various other areas of the company: Sales, Group & Corp Finance, GBS, Audit, etc
Assist in the development and cross training of the business unit Financial professionals
Monitor actual vs. plan costs and identify opportunities for cost reduction, cash generation, etc
Provide monthly financial management reporting & analysis to BU Lead Team
Prepare presentations for executive review
Coordinate business unit efforts to achieve benchmark performance. Help identify opportunities for cost reduction through standardization of processes and consolidation of functions
Provide support to staff functions (HR, EHS, OPEX) requesting financial data for analysis
Will manage a team of 3-4 individuals
Strong leadership skills required. The position provides decision support analysis for key APP decisions. The incumbent needs to be comfortable analyzing complex problems, working on ambiguous projects, making decisions and convincing the controllers to follow
Strong communication skills. Incumbent needs to be able to get into the details to understand issues, but be able to explain things in a concise manner
Works independently, with guidance in only the most complex situations
Strong leadership and talent development skills
Takes initiative to make process improvements and standardize approach across APP
Bachelor's Degree from an accredited college or university
A minimum of 7 years of experience in finance/accounting
Expert at Microsoft Excel, all Hyperion planning and reporting applications, Oracle querying
Experience in a manufacturing environment
MBA , CMA, and/or CPA preferred

241

Manager Financial Planning & Analysis Resume Examples & Samples

Manage and execute standardized monthly and ad-hoc financial forecasting reporting / process and partner with all internal stakeholders for enabling fact based decision making
Creating transparency and acting as advisor for commercial, marketing and finance counterparts based on the actual reporting, forecasting/budgeting process, potential Risk / Opportunities and management comments
Responsible for the timely & accurate monthly, quarterly and year-end closing reporting, according to Group policies (including monthly comments)
Coordinate, execute and participate in the budgeting/forecasting/Annual Strategic Business Plan processes by gathering data from various departments, accomplishing required standard templates, reflecting this data on the company’s reporting tool and ensure compliance in relation to the Group manuals
Preparing updated management information packs on a regular basis related to actual achievements and forecasts (ad hoc analysis, presentations, telco)
Manage and execute Operating Working Capital analysis (ageing of receivables, overdue receivables & inventory, non-current stock, clearance, accounts payable) for making better business decisions by actively collaborate with internal stakeholders
Manage and execute Standard Margin, Net Margin, Operating Overhead, Marketing Working Budget and Brand (Category) analysis
Identify significant improvement potential through variance analysis and propose solutions
Provide support regarding accounting treatment issues to ensure compliance with Group regulations
Managing, monitoring and reporting Capex spending’s of Egypt subsidiary
Manage and execute comprehensive Retail channel controlling, ensure smooth operation, analysis and reporting of the business for all related actions (i.e. BPM management, Rollout Plans, Impairment Test) and secure business partnering with local Retail Management and Emerging Market HQ
Control T&E spending and provide regular detailed reporting
Prepare monthly/weekly reports required either by the different departments (Sales, Operations, Marketing, etc.) or by the Market/HQ through standardised reports or self-prepared templates
Create transparency about business performance by analysing and comparing data from different sources of information and preparing dashboards for Senior Management with variance analysis and recommendations regarding achievements for adidas Egypt
Be involved in ad hoc projects and implementing/automating reports
Coach and guide other team members
Ability to effectively present information and respond to questions from Senior Management, stakeholders and cross functional teams
Analytical and financial modeling skills, comfort with Finance and Accounting principles and good financial statement analysis ability
Good understanding of currencies and exchange rate impacts in doing business in a complex geographical area with SAP system landscape
Ability to define problems, collect data, establish facts and draw valid conclusions
Desire and ability to work closely and collaboratively with other members of Finance team at Market level
Ability to think and act strategically, synthesize the most complex data and develop innovative solutions within an entrepreneurial environment
Excellent analytical (managing large data quantities from multiple sources), written, oral, organizational and presentation skills to influence company leadership and decisions at all levels
Strong team player with an international mindset and high degree of customer orientation
High result orientation and pro-activity
University degree in Finance, Economics or Accounting
More than 5 years of experience in Financial Planning and Analysis or Controlling
Solid accounting knowledge of IFRS / local GAAP
SAP experience is a major advantage
IT skills: Outlook & Word: Basic; PowerPoint & Excel: advanced
Fluent in English (written and spoken)

242

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s degree in Finance, Accounting, Business or related quantitative discipline required; MBA preferred
7+ years of financial analysis or related experience
2+ years of experience managing an FP&A or related team
Willingness to travel (expect to be in your region/market 1 – 2 times each month)
Experience leading the budgeting, forecasting and planning process in an FP&A environment
Strong experience in consulting with executive leaders to influence business decisions by leveraging data based insights
Expert in a broad range of data analysis, statistical and data management methods
Superior financial acumen and analytical ability
Advanced knowledge of Microsoft Excel, Access, Oracle G/L, SQL
Working knowledge of budgeting, data visualization and business intelligence software and tools
Expert ability to build and interpret pro forma financial models

243

Senior Manager Financial Planning & Analysis Resume Examples & Samples

Member of Regional management team
Input to regional strategic planning
Track performance against key financial objectives
Regional Financial Analysis - both for regional managers and up to EU/ROW management
Group financial analysis and presentation - preparation of information pertaining to the EU/ROW business for EC / Board
Manage the annual and quarterly budgetting and forecasting process
Preparation of variance analysis and communication thereof
Ad-hoc and project work
Required Knowledge, Skills, and Abilities
A minimum of 5 years post-qualification experience with a focus on Financial Planning and Analysis. Preferably including working in the pharmaceutical industry
Strong interpersonal and team building skills; ability to work with a diverse team and influence / drive change across functional and international boundaries
Strong planning and analytical skills, including financial modelling, Excel, ERP (AX / BPC or similar)
Qualified Accountant (ACA/ACCA/CIMA)

244

Manager, Financial Planning & Analysis Resume Examples & Samples

Bachelor’s in Accounting or Finance
Minimum 7 years’ progressive financial experience
Minimum 3 years' in Manufacturing Planning and Analysis experience
Experience in Manufacturing and Fortune 500 environment…Broad background in all aspects of financial planning and analysis
Strong cost accounting and manufacturing analysis background
Excellent analytical, interpersonal and communication/presentation skills and overall business acumen required
Demonstrated results in improving processes and developing financial analysis that provides business insight

245

Manager, Financial Planning & Analysis Resume Examples & Samples

Oversee and manage the development of modeling tools
Provide the financial expertise for platform initiatives
Recommend financial actions by assessing options in relation to organization goals
Weekly snap shot forecast update and KPI development, coordination, analysis, and reporting
Review of existing financial processes and development of new and/or improved processes in alignment with the Esterline Operating System
Experience in manufacturing, preferably in aerospace
Capable of interfacing objectively with people at all levels and all functions within the organization including Sales, Operations, Contracts, Finance, Program Management and Senior Management
Experience with ERP systems like Syteline and Epicore, as well as reporting tools like Essbase
Thorough understanding of advanced financial analysis metrics & KPIs
Advanced experience with complex financial spreadsheets and formulas
Understanding of valuation techniques using spreadsheet software and proven ‘modelling’ capabilities
Ability to design executive level reports for decision making purposes
Multi-national organization exposure
Minimum 5 years of professional experience with the last 3 years in an evaluation and/or planning role
10+ years with previous FPA role preferred

246

Manager Financial Planning & Analysis Resume Examples & Samples

Accountable for reporting, forecasting, planning and all associated financial activities for the Tax & Accounting division
Report monthly financial results ensuring applicable processes, policies and key internal controls of the business unit and Wolters Kluwer are understood and followed by personnel
Analyze and interprets financial information pertaining to the company’s performance. Understand business issues and can advise concerning business policy, resource allocation, and business operations to improve company financial performance
Assist in developing the creation of annual budget and three year Business Development Plan, detailing revenue and profit expectations, along with supporting strategic and tactical plans
Prepare forecasts and evaluate corresponding efficiencies, productivity and other initiatives, as applicable
Develop business cases for cost saving initiatives and assists in driving to completion
Responsible for the creating and modifying system automated revenue, expense, and headcount reports on an as needed basis
Oversee components of the division’s cash flow forecasting model including responsibility for capital tracking and reporting
Participate in the monthly financial closing process via submission of key accruals and other necessary journal entries
Serve as a manager to two financial analysts and assure they are properly directed and qualified to fulfill their job responsibilities
Participate and recommend efficiencies and opportunities for process improvement within given responsibility

247

Manager, Financial Planning & Analysis Resume Examples & Samples

Lead the consolidation processes, including: forecasting, budgeting, and reporting
Analyze and communicate financial results against projections
Forecast corporate assumptions, including: salaries, benefits, payroll taxes and other employee-related costs
Responsible for quarterly management and Board reporting, ensuring high degree of quality, timeliness, and accuracy, as well as, highlighting key business insights
Participate in the Company’s annual strategic and multi-year planning processes
Report forecast accuracy metrics
Lead ad hoc financial modeling and analysis for special projects; build financial models for scenario planning
Drive and improve existing management reporting - analyze financial results, communicate key messages, and make recommendations to management
Evaluate forecast processes, drive system enhancements, and identify opportunities to optimize performance
Partner cross functionally with Line of Business FP&A Teams, Accounting, Tax, Treasury, Systems, and other parts of the organization
Provide additional FP&A support to international teams
Manage two financial analysts. Develop and coach team members for success in their career progression

248

Manager, Financial Planning & Analysis Resume Examples & Samples

Own consolidated financial forecast models including income statement, balance sheet, and cash flows
Continuously validate forecast assumptions with Accounting
Assist in preparation of monthly and quarterly reporting packages and presentations
Utilize Business Planning & Consolidations (BPC) for actuals and budget/forecast tracking
Partner cross-functionally with Treasury, Tax, Accounting, FP&A, and Systems
Perform other duties as assigned by manager and/or as requested by other team members
Bachelor’s degree in Finance or Accounting required, CPA or candidate preferred
Minimum 5-7 years of related finance experience; at least 1 year of managerial experience
Previous experience in Corporate FP&A at a SaaS company
Advanced understanding of U.S. GAAP, accounting concepts, SaaS related metrics and KPIs
A passion for problem-solving, identifying trends and turning confusion into comprehension
Demonstrated success creating financial models for management consumption and internal forecasting
Ability to work cross functionally and influence appropriately
Experience with the following systems: SAP, BPC, Business Objects, or other BI tools
Expert in Excel and PowerPoint

249

Senior Manager Financial Planning & Analysis Resume Examples & Samples

Financial planning, analysis and accounting for all SDS functions
Perform review of monthly financial results and produce executive level summaries with commentary for Business Reviews with Executive Leadership and Business Unit Finance teams
Analyze and forecast monthly operating expenses for SDS, incorporating impact of changes to key performance metrics
Own the monthly forecasting of SDS associate headcount. Create analysis to understand the financial impact of open positions and organizational changes
Oversee, coordinate and administer the annual budget process for SDS expense and Run capital
Think analytically, focus on the big picture, ability to drill into the detail and disseminate key insights
Strategic planning and development for key processes in SDS
Communicate related strategy, concepts efficiently and effectively to a senior executive audience
Quickly adapt to shifting priorities while maintaining focus on the broader business
Ensure all key internal customer requests for financial information, questions and ad-hoc issues are handled in a timely, professional manner
Maintain an understanding of Finance concepts, standards, and technology; make sound decisions and recommendations based on that understanding
Ability to form strategy and apply a comprehensive knowledge of current and evolving best practices and industry trends
Serve as a Finance thought leader – build financial models that can predict outcomes reliably and accurately
Manage the operational performance management process including monthly operational reporting, financial forecasts & budget management
Manage the accounting and audit processes in accordance with GAAP
Provide support, training, mentoring, and development to staff on an ongoing basis to ensure the department performs at a maximum level
Responsible for proactively preventing problems as well as addressing and independently guiding problem solving efforts
10 or more years of progressive finance experience
At least 5 years of progressive management experience
Experience working with generally accepted accounting principles and accounting software
Strong interpersonal skills for interacting with Technology, Finance partners, and Executive Leadership
Strong analytical and problem solving skills, excellent attention to detail required
Advanced presentation skills for educating internal business partners on emerging trends for Technology and presenting to the Executive Leadership team
Exceptional planning and organizational skills to balance and prioritize work
MBA or master’s degree in a related field
Experience synthesizing complex results into communicable insights
Experience working within a large public global organization

250

Manager Financial Planning & Aanalysis Resume Examples & Samples

Functional
Develop Business Analysis- & Business Plan-thinking with the Regional and District Managers
Establish state of the art analysis (gross to net, mwb, ooh) and turn new tools to action by involving cluster controllers and business partners
Work closely with all retail back office partners (store operations, marketing, and merchandising) on assigned projects to improve the partnership and co-pilot the business as finance consultant
Manage the dynamic planning processes (SBP, IBP, budget, forecast) as well as month end closing for CD according to group policies and guidelines
Ensure weekly sales FC and related planning tools
Manage & execute monthly retail reporting incl. detailed plan/actual comparison for relevant KPI’s and ad-hoc analysis
Assist on the financial configuration for store openings, remodelling’s and closures (‘BPMs’)
Develop and implement adequate and aligned communication packages to present results, recommendations and solutions
Identify risks and opportunities and derive recommended action steps
Very good communication skills for persuasion and convincing others
Deep business understanding of Retail processes and structure
Very good analytical skills, managing large data quantities from multiple sources
Challenging attitude
Strong competence with SAP AFS (FICO, BI, GRAPE, MicroStrategy)
Functional: 3-8 years professional experience
Knowledge in retail and/or brand FP&A

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Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Senior Manager Financial Planning & Analysis Resume Examples & Samples

Senior Manager Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning Resume Examples & Samples

Senior Regional Manager Financial Planning Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Assistant Manager Financial Planning & Analysis Resume Examples & Samples

Assistant Manager Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning Associates Resume Examples & Samples

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

Manager Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Manager Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis Resume Examples & Samples

Manager Financial Planning & Analysis Resume Examples & Samples

Manager, Financial Planning & Analysis, ADF Resume Examples & Samples

Manager Financial Planning & Analysis Resume Examples & Samples

Assistant Manager Financial Planning & Analysis Resume Examples & Samples

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

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