Manager, Financial Planning Resume Samples

The Guide To Resume Tailoring

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

  • Craft your perfect resume by picking job responsibilities written by professional recruiters

  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

Noavatar-profile
MS
M Schmidt
Mireya
Schmidt
72844 Heller Key
New York
NY
72844 Heller Key
New York
NY
Experience Experience
04/2015 – present
Dallas, TX
Senior Manager, Financial Planning & Analysis
Senior Manager, Financial Planning & Analysis
04/2015 – present
Dallas, TX
Senior Manager, Financial Planning & Analysis
04/2015 – 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
03/2009 – 01/2015
San Francisco, CA
Manager, Financial Planning & Analysis
Manager, Financial Planning & Analysis
03/2009 – 01/2015
San Francisco, CA
Manager, Financial Planning & Analysis
03/2009 – 01/2015
  • 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
06/2005 – 09/2008
Dallas, TX
Manager Financial Planning & Analysis
Manager Financial Planning & Analysis
06/2005 – 09/2008
Dallas, TX
Manager Financial Planning & Analysis
06/2005 – 09/2008
  • 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
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
Create a Resume
1

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)
2

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
3

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
4

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
5

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
6

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
7

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
8

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
9

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
10

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)
11

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
12

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
13

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
14

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
15

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)
16

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
17

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
18

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
19

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
20

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
21

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)
22

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
23

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
24

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
25

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
26

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
27

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
28

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
29

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
30

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
31

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
32

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
33

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
34

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
35

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
36

Senior Manager, Financial Planning & Analysis Resume Examples & Samples

  • Quarterly forecasting, annual budgeting
  • Enterprise cost analysis, cost run rate analysis
  • Special projects
  • Internal & external reporting
37

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
38

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
39

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.)
40

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
41

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)
42

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
43

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
44

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
45

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
46

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
47

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
48

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
49

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
50

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
51

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
52

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
53

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
54

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
55

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
56

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
57

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
58

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
59

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
60

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
61

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
62

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)
63

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
64

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
65

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
66

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
67

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
68

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
69

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
70

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
71

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
72

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
73

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
74

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
75

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
76

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
77

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
78

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
79

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
80

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
81

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
82

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
83

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
84

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
85

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
86

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
87

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
88

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
89

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
90

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
91

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
92

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
93

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
94

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
95

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
96

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
97

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
98

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
99

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