Planning & Analysis Resume Samples

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TK
T Kerluke
Thomas
Kerluke
228 Lexie Mission
Chicago
IL
+1 (555) 918 1792
228 Lexie Mission
Chicago
IL
Phone
p +1 (555) 918 1792
Experience Experience
05/2015 present
Boston, MA
Director of Planning & Analysis
Boston, MA
Director of Planning & Analysis
05/2015 present
Boston, MA
Director of Planning & Analysis
05/2015 present
  • Assisting in capital management and the development of risk adjusted return analysis
  • Determines work procedures and expedites workflow
  • Leading development of insightful analytics, financial metrics, and identifying pertinent trends for reporting to senior management
  • Responsible for employee performance (disciplining, coaching, counseling)
  • Responsible for directing the overall operations and staff of the Planning & Analysis department. Develops, implements and manages operational goals and monitors achievements of performance and profit objectives
  • Develops presentations for budget meetings and operational reviews
  • Responsible for preparing, monitoring and adhering to budgets and ensuring compliance to departmental budget initiatives. Reports budget concerns / deviations to the Executive Management / GM
03/2011 02/2015
New York, NY
Senior Manager of Financial Planning & Analysis
New York, NY
Senior Manager of Financial Planning & Analysis
03/2011 02/2015
New York, NY
Senior Manager of Financial Planning & Analysis
03/2011 02/2015
  • Supporting Senior Management Team and Departments heads with in-depth analysis
  • Report on the financial performance of the company to senior leaders
  • Maintain a working knowledge of the LLS mission and programs to promote the field and campaign fundraising initiatives
  • Perform general mathematical calculations for purpose of determining metrics, creating business cases, budgets, etc
  • Partner with accounting to reconcile management reporting with financial books and records
  • Create and maintain financial forecasts in BI 360 environment and be on point for divisional questions around assumptions and rationales for forecasted numbers
  • Daily hands-on working with Business Intelligence Tools and Dashboard reports
01/2008 01/2011
San Francisco, CA
CIB F&BM Planning & Analysis
San Francisco, CA
CIB F&BM Planning & Analysis
01/2008 01/2011
San Francisco, CA
CIB F&BM Planning & Analysis
01/2008 01/2011
  • Thrives on challenges in a fluid working environment
  • Policy and Procedure Management
  • Identify and drive continuous improvement initiatives
  • Management Information Reporting
  • Adhere to and encourage strict controls processes and environment
  • Exposure to BI Tools (Cognos, Qlikview, SSRS, etc), SQL Server, Master Data Management tools (MDM, DRM), IBM Executive Viewer, Hyperion Essbase, IBM TM1 platform would be an added advantage
  • Knowledge of Investment Banking products and US GAAP
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Central Michigan University
Bachelor’s Degree in Finance
Skills Skills
  • 5+ years of experience in the financial services/banking area. Previous background in Planning & Analysis and/or Consumer business background desirable
  • Strong interpersonal and communication skills
  • Proficient in Microsoft Office (specifically Powerpoint, Excel & Word)
  • Proactive professional approach while actively seeking new assignments and delivering out-of-the-box results
  • Interest in business and economic environment
  • Familiarity with Citi Asia structure and related business products would be an advantage
  • Willingness to work / thrive in a pressured environment with tight deadlines
  • 8 years+ in Management Reporting / Business Analysis dealing with Senior Management
Create a Resume
1

Senior Associate, IT Planning & Analysis Resume Examples & Samples

  • Preparation and processing of chargeback data for specific services
  • Resolve business partner inquiries related to GBTS charges
  • Preparation and data analysis of monthly/quarterly financial reports
  • Participate in the planning/rate setting process
  • Assist in managing Service Level Agreements (SLAs with business partners)
  • Other tasks and analysis will be assigned on an ad hoc basis
  • Strong interpersonal skills as this individual will interface with business unit contacts. Customer focus and follow through is critical
  • Ability to work cooperatively in a team environment
  • This position requires great attention to detail and accuracy
  • Strong Microsoft Excel skills required; knowledge of Microsoft Word, PowerPoint and Access would be helpful
  • Undergraduate degree in a business oriented major (eg: Information Technology, Accounting/Finance) or equivalent work experience a plus
  • Ability to work flexible hours and/or overtime when necessary during peak times
2

Gf Planning & Analysis Analyst Resume Examples & Samples

  • Strong communication (written, verbal and interpersonal) skills including tact, diplomacy, and ability to influence senior level executives
  • Track record of success in delivering high quality work in a fast paced and dynamic environment
  • Strong financial accounting background with post qualification experience
  • Familiarity with financial services industry and/or related business products would be desirable but not essential
3

Regional Planning & Analysis Associate Resume Examples & Samples

  • Development and review of ad-hoc analysis to support various senior management discussions
  • Assist the team/lead subgroups on mission critical projects. Some of projects undertaken by the team include – Development of Locally Booked Expenses for Country Reviews with APMC, Country Dashboards, developing Client MIS to assess client and country level profitability
  • Act as supporting guide to support hub teams to ensure smooth execution of tasks
4

CIB F&bm-banking Planning & Analysis Resume Examples & Samples

  • Work on the annual planning and budgeting process
  • Work on a variety of initiatives supporting the Banking agenda, including continued build-out of MIS and profitability analysis
  • Support ad hoc analysis and competitor side-by-side comparisons
  • Streamline reporting and create scalability in order to support new initiatives
  • Results-oriented with the capacity and desire to work both at a strategic and detailed analysis level
  • Able to synthesize and articulate results to a diverse audience (i.e. product control, business managers, bankers, CFO, technology)
  • Strong partnership skills and ability to interact across different support and front office groups
  • Ability to work in pressure oriented environment and able to handle multiple tasks
5

Asia Banking Planning & Analysis Associate Resume Examples & Samples

  • Develop and review of analytical MIS to support various senior management discussions
  • Partner with BM’s, controllers and various PnA groups of different LOB’s
  • Be part of the yearly plan and monthly forecast process
  • Prepare ad hoc analysis of financial results for senior management
  • Partner with global P&A teams
6

Planning & Analysis Resume Examples & Samples

  • Managed the outlook process by working together with the business to identify opportunities and risks to meeting financial targets, analyzing, investigating and communicating key dynamics and trends in major P&L lines
  • Manage Citi China (Cards) business planning/budgeting process, including CCAR
  • Bachelor Degree or above
  • 5+ years of experience in the financial services/banking area. Previous background in Planning & Analysis and/or Consumer business background desirable
7

SVP, Retail Planning & Analysis Resume Examples & Samples

  • Minimum 10 years merchandise planning experience
  • Leading and developing large planning teams
  • Assuming additional areas of accountability successfully
8

Planning & Analysis Associate Resume Examples & Samples

  • Assist with closing the monthly general ledger. The close process includes preparing journal entries and entering them into general ledger (Oracle) for expense, loan and investment related activity, etc
  • Assist in preparation of GAAP financial statements to ensure accurate and timely filing of all reporting obligations, including providing analysis of key drivers
  • Assist in supporting joint ventures, new initiatives and strategic investing activities
  • Evaluate and make process improvements, wherever necessary
9

CIB CAO F&BM Planning & Analysis Resume Examples & Samples

  • Own aspects of CIB / firm-wide monthly reporting on behalf of total CIB CAO
  • Facilitate processes that improve timeliness and accuracy of deliverables
  • Partner with BMs and reporting teams to provide data on allocations to business
  • Manage completion of monthly corporate deliverables
  • Provide first-level analytics and flexibly respond to ad-hoc requests
  • 2 – 5 years Finance experience
  • Experience with financial systems
  • Superior Excel aptitude
  • Strong knowledge of PowerPoint
10

Planning & Analysis Associate Resume Examples & Samples

  • Produce presentations, analysis and supporting materials for Senior management
  • Collaborate with business partners across Mortgage Banking and the organization to ensure the timely, accurate and effective delivery of key initiatives
  • Ensure the accuracy and quality of business reviews, performance scorecards, competitive analysis, and ad-hoc initiatives
  • Provide qualitative and quantitative support for earnings releases (talking points, analyst presentation slides, back-up materials, etc.) and external investor presentations
  • Participate and support ad-hoc special projects and requests as needed
  • The candidate must be a self starter who is able to work in a fast paced, results driven environment
  • Strong people, team, planning, prioritization and time management skills
  • BA/BS in Finance, Economics, Accounting or related field (MBA a plus) with a minimum of 5 years of related experience, preferably in the financial services industry
  • Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously
  • The ability to comprehend and clearly communicate complex concepts in a fast- paced, dynamic environment
  • Excellent organizational, management, and communication skills
  • Extreme attention to detail
  • Proficiency in Microsoft Office applications, particularly PowerPoint and excel
11

Treasury Planning & Analysis VP Resume Examples & Samples

  • Manage funding and liquidity portfolio to ensure that there is sufficient liquidity to operate business even under the stressed environment
  • Maintain cost-effective funding; optimize liquidity aligned with liquidity risk appetite, regulatory requirements and business demands
  • Responsible for liquidity and Funds Transfer Pricing Policies, Liquidity stress tests, and internal funding resource monitoring with limit framework to control cash usage
  • Support governance by setting appropriate and timely agendas with key stakeholders and manage working level discussions in order to facilitate effective decision making and information sharing
  • Manage Global P&A agenda, timelines and delivery with Global Treasury COO including review of quality and effectiveness
  • Form internal liquidity policy and documentation, funding charge mechanism, and control framework to comply with the Basel3 ratio
  • Experience in Investment Banking products and balance sheet (especially secured funding), with knowledge of accounting and finance concepts
  • Efficient in using Microsoft Office tools
  • Both written and verbal English skills
  • Experience of Treasury, Market risk, Product control or trading and familiar with market data
  • Japanese communication
12

Planning & Analysis Essbase Administrator Resume Examples & Samples

  • Serves as an SME for Essbase and its use in specific functional aspects of business management reporting and system processes (ex. Budgeting, Forecasting, and CCAR) with working knowledge of its application in other areas
  • Works closely with the Finance organization and other internal customers to develop system strategies and transform business requirements into logical data models
  • Creates and maintains ad hoc databases to support various business functions, including specialized reporting and business planning processes
  • Schedules and performs all data loads, and guides the business in establishing effective and efficient automated solutions
  • Performs quality control and auditing of databases to ensure accurate and appropriate use of data
  • Maintains end user security, including setting up new user accounts, and creating security filters and user groups
  • Troubleshoots and tunes Essbase for system and performance problems; identifies and resolves information flow, and content issues
  • Provides end user support for questions and issues related to the financial Essbase cubes
  • Works closely with IT regarding server maintenance issues, including planned and unplanned outages, system patches and upgrades, restoration of databases from backup files, etc
  • Bachelor's degree in Information Systems/Finance, or related field
  • Minimum 2-3 years of work experience with at least 1-2 years of work experience with multidimensional OLAP database systems
  • Essbase is a MUST. Business Objects, Tableau, QlikView and SQL are a plus
  • Financial Services industry experience is a plus
  • Highly motivated individual with strong interpersonal skills and proven customer focused project and process management skills
  • A desire to work in a team based environment and contribute as a team player
  • Ability to handle multiple projects, competing priorities/deadlines with high degree of flexibility
  • Willingness to work during off hours when necessary
13

Markets Planning & Analysis Assistant Director Resume Examples & Samples

  • Support implementation of major programs of work related to planning and enablement in conjunction with the Area Markets Finance Leader, Area Markets Operations Leader, Area Accounts Leader and Regional Subject Matter Resource (SMR)
  • Provide PMO support to the Markets Operations Director and Area Markets Finance Leader on projects as required
  • Initiate, build and sustain relationships with key stakeholders
  • Build cross-geography relationships, where necessary, to leverage existing Global/Area best practices and initiatives
  • Work closely with other Global Markets and Global Finance representatives to identify interdependencies and ensure consistency
  • Bachelor degree in Accounting, Finance, Business Administration
  • 7+ years professional experience, 5 plus years in a finance/operational capacity
  • Knowledge of EY’s BD function, go-to-market platforms, Markets Operations, Finance and Markets Finance
  • Strong understanding of accounting / finance concepts, including EY Financial Reporting and metrics
  • Demonstrated success in building relationships at all levels and ability to influence without authority
  • Proven ability to objectively review existing processes, systems and ways of working, constructively analyse and distil requirements, and make recommendations
  • Strong analytical skills, both qualitative and quantitative
  • Advanced Excel skills, with proficiency in other financial & IT software (e.g. Business Objects, Excel, Access, SSRS, SQL) highly regarded
  • Quality improvement oriented, with experience of working on improvement initiatives
  • Ability to forge strong relationships with virtual team members
  • Ability to work to aggressive deadlines, manage constraints and coordinate multiple complex projects and initiatives at one time
  • Excellent written English and ability to display complex data in a meaningful and powerful manner
14

Planning & Analysis Essbase Administrator Resume Examples & Samples

  • Leads projects, makes recommendations and seeks system enhancements or solutions
  • Bachelor’s degree in Information Systems/Finance, or related field
  • Minimum 3-5 years of work experience with at least 2-3 years of work experience with multidimensional OLAP database systems
  • Essbase is a MUST. Essbase ASO, Business Objects, and SQL are a plus
15

CIB CAO F&BM Planning & Analysis Senior Associate Resume Examples & Samples

  • Partner with and influence business and financial resources across total CIB CAO to increase financial transparency
  • Own aspects of senior management presentations
  • Create decision points and highlight financial risks and opportunities in support of monthly senior management finance reviews
  • Partner with Business Managers and reporting teams to provide data on allocations to business (i.e., dimension impact of multi-year expense reductions of business strategy)
  • Ensure accuracy and alignment of financial systems and reporting
  • Support Annual Planning process with Business Management, Corporate & Central CIB P&A Team
  • 5-10 years Finance experience
  • Clear communication skills and the ability to articulate complex issues / data concisely
  • Ability to structure approach, process and execution of new concepts to CIB CAO
  • Experience with financial systems and across various financial disciplines
  • Superior Excel and PowerPoint aptitude
  • Excellent organization skills
16

AVP, Planning & Analysis Resume Examples & Samples

  • Prepare monthly and quarterly financial performance updates and present results to senior management
  • Provide performance analysis, working closely with the business areas and regions to create executive level summaries from detailed progress updates and provide early indications of areas needing greater management focus
  • Build-out partnerships and ensure Planning and Analysis provides accurate, timely and value-add information
  • Produce and deliver presentations that clearly communicate the financial performance of the business
  • Assist in the coordination of the annual budget in alignment with the strategy of the business. Work closely with regions/businesses to develop a prioritized investment spending plan
  • Assess process improvement opportunities that enhance the efficiency of the financial forecasting cycle while also increasing the informative value of the content provided to senior management
  • Liaise with global function groups and business planning groups to deepen GCB FP&A's analysis as well as manage various processes around forward-looking financials
  • B.S. (MBA preferred) in Economics, Finance, Accounting or related discipline
  • Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after resource
  • Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires proactive reviews to ensure targets are met and projects accomplished
  • Broad and deep understanding of accounting principles and corporate finance concepts
  • Highly motivated, participative team player with a change agent mentality
17

Planning & Analysis Resume Examples & Samples

  • Support CFO/Product Controllers/P&A Team and liaise with business partners to support business analytics and reviews
  • Coordinate key strategic initiatives including client analytics, Score card compilation, and investment allocation
  • Manage annual / strategic planning process including interfacing with products / business
  • Coordinate key financial reporting processes - monthly results, quarterly external reporting, budgeting, forecasting
  • Variance and analysis on business drivers (e.g. balances, spreads, deal revenue realization, AUCs)
  • Expense Analytics - headcount reporting, IC analysis, comp vs. non comp spend, trend analysis
  • Other projects (allocation reviews, balance sheet management and competitor analysis) and other ad-hoc requests
  • Gain SS business knowledge (market, industry, customer and product) as well as key drivers
  • Interact with senior management and functional partners (i.e. Business, Treasury, Risk, HR, Marketing)
  • Work in a team environment with high pressure deadlines, and need for a quality, reliable product
  • Very strong PC skills – proficiency in Access, Power Point and Excel Macro preferred
  • Experience in Treasury and balance sheet management preferred
  • Prior exposure to Citi financial reporting system including Pearl, Jade, GDW, Essbase, etc
  • Willingness to work / thrive in a pressured environment with tight deadlines
  • MBA in Finance / Accounting or CPA preferred
  • 8 years+ in Management Reporting / Business Analysis dealing with Senior Management
18

Manager, Expense Planning & Analysis Resume Examples & Samples

  • Lead the development of the annual plan and quarterly forecasts for the Institutional Investment Services (IIS) and Pension and Structured Solutions (P&SS) lines of business
  • Create strong relationships with business partners while gaining a thorough understanding of the business being supported
  • Produce actionable analytics and insightful financial metrics to facilitate transparency and drive cost efficiencies
  • Communicate and review monthly/quarterly expense results and analysis with business leaders to facilitate decision making
  • Manage ad hoc requests for financial information and implement efficiencies around production
  • Potential to participate in strategic resource deployment initiatives and/ or lead specific projects
  • Manage and develop a staff of one
  • Bachelors degree in Finance, Accounting or related field, with a minimum of 7 years of financial analysis or accounting experience
  • Advanced degree, MBA or CPA preferred
  • Excellent communication skills and ability to cultivate business partner relationships
  • Demonstrated ability to thoughtfully analyze, assess, challenge and influence across internal business partners
  • Collaborative and team oriented leadership style
  • Self-motivated, proactive, strong time management and organizational skills
  • Intermediate to Advanced skills in Excel and PowerPoint
  • Working knowledge of Essbase, Oracle, Clarity, or similar systems is a plus
  • Discretion to deal with confidential information
  • Ability and desire to work productively in a fast-paced, matrixed environment
19

Director of Planning & Analysis Resume Examples & Samples

  • Leading development of insightful analytics, financial metrics, and identifying pertinent trends for reporting to senior management
  • Collaborating with business leaders to identify, track, and execute on profitable growth opportunities
  • Driving enhanced profitability reporting to support strategic financial management
  • Continuing to build out financial models to support evolving business and regulatory requirements
  • Developing financial projections to support Corporate earnings guidance and regulatory requirements (e.g.,CCAR / SIFI)
  • Implementing efficient and sustainable processes to automate reporting and enable analysis
  • Assisting in capital management and the development of risk adjusted return analysis
  • Managing a staff of three
  • Highly motivated and creative problem solver; strategic thinker on financial management issues
  • Astute financial acumen, knowledge of earnings drivers and understanding of capital frameworks
  • Strong project management skills with ability to manage multiple priorities
  • Collaborative and team-oriented leadership style; able to work independently to drive results while building relationships throughout the business
  • Excellent presentation and communication skills; ability to communicate results and influence at senior management level
  • Demonstrated ability to thrive in a highly matrixed environment
  • Knowledge of Retirement or Financial Services industry preferred
20

Manager, Subscriber Planning & Analysis Resume Examples & Samples

  • Assist in developing and maintaining the financial models used for subscriber reporting, forecasting and long range planning
  • Bachelor's degree in finance, business, economics or related field. MBA preferred
  • Minimum of 3-5 years analytical business experience including forecasting, reporting and financial modeling
  • Experience in a subscription-based business preferred
  • Working knowledge of SQL, SAS and/or other database systems preferred
  • Working knowledge of Hyperion Essbase, Cognos preferred
21

CIB F&BM CAO Planning & Analysis Senior Associate Resume Examples & Samples

  • Provide timely and accurate financial reporting and monthly business reviews that provide clear, impactful explanations of operating results and variances based on relevant business drivers, and help ensure expense goals are achieved
  • Billing Model - oversight and coordination of all CIB offshore models
  • Assist in quarterly business review
  • Excellent PC skills, including Excel and Access, as well as the ability to master the JPM internal financial systems (SAPCO, FDW, Paragon, Essbase, CIB Reporting)
  • MBA a plus and Accounting certification, a plus
22

Manager, Subscriber Planning & Analysis Resume Examples & Samples

  • Responsible for developing, updating and improving the comprehensive subscriber financial model used for monthly, quarterly and annual forecasting, reporting and long range planning
  • Responsible for comprehensive forecast of subscriber counts, conversions, activations, and customer churn across multiple product groups and channels
  • Lead efforts to incorporate historical results, trends, and economic factors across multiple business segments to forecast subscriber performance
  • 3-5 years analytical business experience including forecasting, reporting and financial modeling
  • Advanced Microsoft Excel, Powerpoint
  • Working knowledge of Hyperion Essbase, Cognos and SQL preferred
23

Global Planning & Analysis Technology Lead Resume Examples & Samples

  • 10+ years of hands-on experience with developing and architecting Essbase applications
  • 10+ years of team management experience
  • Effective hands-on development leader with proven track record of delivering large scale applications in a fast paced, dynamic, and time-sensitive organization Ability to partner with Global business teams to gather, analyze requirements, and assist the team in defining appropriate technology solutions for business scenarios
  • Demonstrate analytical techniques and ability to make recommendations to technical and program leadership to improve the product, process or technology and present ideas clearly and concisely
  • Creative problem solver and solutions developer when presented with conflicting requirements, business demands and technical risks/issues
  • Excellent presentation and persuasion skills
  • Bachelor’s degree with 12+ plus years of financial technology industry experience
  • Extensive experience with
  • Strong work ethic and desire to drive significant impact
  • Willingness to challenge the status quo
  • An aptitude and interest in both technology and business
  • Ability to help business teams understand technology solutions
  • Excellent written and verbal communication skills are a must
  • Highly motivated. Specifically, being interested in following up on detailed business or technical issues and understanding the functional and technical impact of any change
  • Willingness to take initiative and work independently
  • Confidence & Influence – Someone who shows the potential to influence and motivate others
24

CIB F&BM Treasury Planning & Analysis Resume Examples & Samples

  • Support CCAR/DFAST stress projections for both RWA and balance sheet stress projections. Partner with LOB’s to understand underlying risk exposures. Lead production of CIB stress scenario RWA. This includes understanding CIB components of both Basel 3 Advanced and Basel 3 Standardized RWA. The ideal candidate will partner with stakeholders in the production of Market Risk and Credit Risk streams to produce CIB-wide stress scenario RWA and balance sheet plans. At the same time, the individual will question and challenge current and historic working assumptions and will ensure accuracy and consistency in approach across the CIB
  • Perform analytics of CCAR risk appetite stress scenario results for CIB; produce summaries of results which are ready for senior level review
  • Support balance sheet and RWA related ‘Recovery and Resolution’ requests. This would include developing various hypothetical stress scenario actions such as the sale of assets, the exit of certain business activities as well as other client-driven and market-driven shifts in the CIB’s liquidity and capital position
  • Assist in written documentation of results for CCAR; this will include partnering with senior level stakeholders to document nature, rationale and justification for any management judgement or model overlays which apply to stress modeling
  • Partner with LOB’s to produce written summaries of any Recovery/ Resolution related balance sheet or capital actions
  • Remain abreast of balance sheet and RWA actuals for foundation understanding of stress scenario results
  • Support the production of ad-hoc cross-CIB analytics. Specifically this can include the build-out and tracking of CCAR stress impacts by CIB sub LOB as well as other capital and stress specific ad-hoc projects. This will also include the any ad-hoc forecasting requests associated with CIB leverage
  • MBA/BA with 5-9 yrs of relevant experience in balance sheet and RWA Reporting, Planning & Analysis; familiarity with FRB CCAR stress testing a plus
  • Familiarity with CIB Balance Sheet products and core lines of business. Strong understanding of RWA concepts and application across CIB lines of businesses
  • Proficiency in Advanced Excel and PowerPoint
  • Results orientated without compromising control and detail
  • Ability to work under pressure and to strict timelines
  • Strong team management skills and good organizational skills & planning ability
  • Actively listens and assimilates broad ranging information quickly
  • Knowledge of Essbase and Cognos is a plus
25

CIB F&bm-investor Services Planning & Analysis Resume Examples & Samples

  • Develop knowledge of the Prime Services businesses and apply knowledge to creating business reviews and ad hoc reports
  • Develop a thoughtful annual plan for the business which incorporates strategic initiatives
  • Work on a variety of initiatives supporting the Prime Services agenda
  • Forecast financial results
  • Able to synthesize and articulate results to a diverse audience (i.e. product control, business managers, business heads, CFO, technology)
  • Strong Excel and Powerpoint skills
  • Understanding of Prime Services products and services
26

Planning & Analysis Group Manager Resume Examples & Samples

  • Excellent analytical, process and partnership skills
  • Excellent communication skills, including writing and presentation
  • Strong partnering and influencing skills
  • MBA preferred and a minimum of or 8-10 years in finance management roles
27

Citimortgage Planning & Analysis Group Manager Resume Examples & Samples

  • 10-15 plus years of relevant finance/business/accounting experience in financial services
  • B.S. in Economics, Finance, Accounting or related discipline. MBA preferred
  • Demonstrated skills and ability to direct staff in managing multiple projects and deadlines
  • Strong ability to build key relationships with finance and other business executives
  • Broad and deep understanding of accounting principles and concepts
  • Highly motivated, participative team player with a significant change agent mentality who can provide leadership
28

Financal Planning & Analysis Assistant Manager Resume Examples & Samples

  • Monitors bank budget in accordance with established guidelines and practices
  • Supervises preparation of the monthly unit profitability reports
  • Ensures the integration of the budgeting and planning data and with general ledger for monthly reporting of actual against budget
  • Performs other duties as assigned or requested
  • Analytical and research
  • Bank product and service knowledge
  • Coordinate meetings
  • Oracle Essbase knowledge a plus
29

Manager, Finanical Planning & Analysis Resume Examples & Samples

  • Partner with General Manager or functional P&L owner to drive strategic or financial decisions
  • Lead forecasting, budgeting and analysis of monthly results
  • Analyze business trends, metrics, and variance analysis to drive business improvement
  • Recommend process improvements within finance group and supported business unit
  • Develop ad hoc financial and business analyses as required
  • Support the business with special projects
  • Prepare and present monthly, quarterly, and annual presentations for senior management
  • Analyze, forecast, and report on complex operating metrics related to revenues and expenses and other key performance indicators
30

Analyst, Subscriber Planning & Analysis Resume Examples & Samples

  • Bachelor's degree in finance, business, economics or related field
  • 1-2 years analytical business experience including forecasting, reporting and financial modeling
  • Advanced Microsoft Excel
31

Manager of Retail Planning & Analysis Resume Examples & Samples

  • Providing topline insight
  • Prepare and distribute Weekly business update report providing insight into prior week’s performance (class, category and style)
  • Prepare and distribute weekly flash
  • Prepare weekly door analysis with frequent communication with Macy’s buying office to capitalize on opportunities
  • Identify and monitor top door performance
  • Drive performance in these doors through analysis and partnership with Macy’s buying office
  • Create and present by door seasonal sales plans
  • Focus on maximizing opportunities at the style, class, cluster, region and climate levels
  • Work with Director of Women’s and Senior Director on OTB Management participating in ROF calls with Macy’s buying office
  • Assist in preparing flow for Merchandising and Macys
  • Work with sales and merchandise planning team on markdown strategies
  • Assist Director of Replenishment in managing daily business needs focusing on warehouse orders, reporting and seasonal forecast updates
  • Participate in Budget process providing history in appropriate templates
  • Participate in preparation for monthly ship spread meeting
  • Assist with adhoc analysis and special projects
  • Minimum 4-5 years of experience in retail or wholesale environment, including time as a Planner, Buyer or Wholesale Analyst
  • Outstanding self management & team building skills
  • Strong retail math skills and financial and business acumen
  • Ability to think objectively and interpret meaningful results from quantitative
  • Resourceful, organized, meets deadlines
  • Works well in fast paced & dynamic environment
32

Planning & Analysis Group Manager Resume Examples & Samples

  • Oversee and manage end-to-end PPNR stress testing governance framework, ensuring alignment with standards for large, complex financial institutions
  • Design and continuously enhance critical PPNR operational and analytical controls across Citi, including reconciliations, sensitivity analysis, variance analysis, and backtesting
  • Establish forecasting standards, with appropriate governance, and educate the Citi team, including senior business and finance leaders in preparation for federal reserve discussions
  • Monitor CCAR rule/instruction changes, provide guidance on the instructions to the business and functional owners
  • Lead regulatory communications, including presentations to the Federal Reserve
  • Lead development of presentations for Federal Reserve meetings and internal Citi PPNR updates
  • Manage and monitor remediation activities for MRAs and MRIAs from the regulators
  • Controllership, monitoring, and project management for key projects, audit items, and regulatory commitments
  • Lead cross-functional CCAR projects, working closely with members of the risk workstream
  • Key interface with internal audit for audit follow-ups
  • Support efforts to strengthen PPNR model inventory routines, including closer monitoring of PPNR feeder models
  • Drive closer linkage of model development team for model overlays completed in the business
  • Establish process for quantification and governance of adjustments to Alternate Forecasting Approaches (AFAs)
  • Lead development of instructions for forecasting process for each forecasting cycle
  • Minimum 10 years of finance/accounting experience in financial services industry
  • Experience in communicating with regulators
  • Experience with CCAR requirements (Capital Plan, FR-Y14 A, reconciliations)
  • Proven analytical and quantitative skills
33

Regional Planning & Analysis Resume Examples & Samples

  • Support Region FP&A Head and liaise with various finance groups to support business analytics for Asia ICG and senior management review
  • Represent Asia ICG FP&A and handle various ad-hoc requests from global/country ICG FP&A and other finance functions (e.g. controller, treasury, etc.)
  • Support quarterly outlook/annual planning/CCAR process for Asia ICG and provide key stories for Asia senior management
  • Supervise key reporting processes for Asia ICG management book - monthly results, quarterly external reporting, budgeting, forecasting
  • Variance analysis and linkage to underlying business drivers on Revenues
  • Expense and headcount Analytics such as headcount forecast, trend analysis, and re-engineering analysis
  • Cover franchise related FP&A activities as required
  • Previous experience in financial control, strategy or planning required
  • Prior exposure to Citi financial reporting system including Pearl, Jade, GDW, APS, etc
  • Strong project management experience to drive various initiatives to completion
  • Multitasking skills with efficiently prioritizing various conflicts and interests
  • Proactive professional approach while actively seeking new assignments and delivering out-of-the-box results
  • MBA in Finance/Accounting or CPA preferred
  • 8-10+ years in Management Reporting/Business Analysis dealing with Senior Management
34

Lead Fin Planning & Analysis Resume Examples & Samples

  • Advanced knowledge of financial planning business processes and budgeting
  • Strong leadership and collaboration skills; demonstrated ability to work with geographically dispersed resources
  • Positive attitude and an ability to adapt to an ever-changing environment
  • Works across discipline boundaries to further the greater Nasdaq agenda
  • May lead functional teams or projects with moderate resource requirements, risk, and/or complexity
  • Constantly strives to improve and find better ways to accomplish personal and business objectives and performance
  • Leverages methods and approaches for data collection from other internal/external sources and best practices to address complex problems, situations or issues
  • Develops and refines requirements related to advanced financial modeling, teaching complex techniques to others
35

Lead Fin Planning & Analysis Associate Resume Examples & Samples

  • In collaboration with Equities & Derivatives senior manager and BU CFO, lead revenue planning processes (monthly forecast, quarterly long range planning and annual budget) from analysis and securing input, through reporting and presentations
  • Lead analysis and reporting of actual results in support of monthly accounting close process to ensure accuracy and understanding of results
  • Maintain and continually enhance historical and planning revenue/KPI model, facilitating reporting and analysis by customers/users and products to enable the business to better understand current and projected performance, trends, patterns and root causes and enable effective product management
  • Ensure planning and reporting systems, including product dashboards are current, complete, accurate and consistent with results and plans; proactively address reporting needs for new products and initiatives
  • Manage sales commission program including contract planning, quarterly calculations, forecasting and analysis, and reporting and payouts; drive program enhancement to continually ensure incentives are optimal and linked to revenue growth
  • Prepare and presents financial reports to senior managers with a consultative, informative approach to fulfill the need for financial follow up, business planning and business control within the organization
  • Review and analyze business initiatives, pricing, competitors, benchmark data, operational effectiveness, prospected mergers and acquisitions to guide business decisions, providing guidance on complex analyses
  • Routinely conduct ad-hoc analysis in support of key business and financial decisions
  • Is the team coach/mentor. Develops and motivates the team for success
  • Leads others to solve complex problems; uses sophisticated analytical thought to exercise judgment and identify innovative solutions
  • Approaches situations from a holistic perspective and considers interdependencies and the impact of actions; synthesizes results and links patterns and trends
  • Mentors others in making strategic decisions within parameters provided; considers linkages and risks that will impact timing of decisions to ensure the most beneficial decision is made
  • Demonstrates subject matter expertise in design tools and implements complex financial models
  • Demonstrates subject matter expertise in the business segment, financial markets where applicable, and the interplay of cash flows within the organization
36

HBO Coordinator Planning & Analysis Resume Examples & Samples

  • Open (and adjust if necessary), record and file POs, invoices and payments for all titles in a timely fashion, ensuring adherence to HBO policy. Work with AP and internal teams to rectify any potential PO and/or invoice issues or questions prior to submission
  • Become department go-to person for any PO / invoice questions
  • Manage monthly accruals process with Product Management & finance. Track potential shortfalls and savings
  • Coordinate quarterly accrual reversals with finance and internal HBOHE teams
  • Collaborate with US and International marketing teams to ensure marketing, retail and other budgets are up to date and accurately reported to Finance
  • Distribute weekly post-street title dashboards to inform department of by-title performance
37

CIB F&bm-asia Banking Planning & Analysis VP Resume Examples & Samples

  • Provide business and technical expertise in developing/performing data analysis and reporting in an Access, Excel or PowerPoint environment(s), to support standard reporting and ad-hoc analysis
  • Analyze financial results and provide commentary on preliminary and final, plan and forecast P&L, Balance Sheet, Headcount and other KPIs
  • Lead hub teams to ensure smooth execution of tasks
38

CIB F&BM Investor Services Planning & Analysis Resume Examples & Samples

  • Manage a small team; operate across a global team
  • Work on a variety of initiatives supporting the business agenda providing analytics to the CFO/Global Controller
  • Understand the fundamental financial drivers for business performance across the business
  • Provide monthly, quarterly and ad-hoc reporting on business performance together with relevant analysis to aid business heads/managers
  • Drive consistent reporting practices across our businesses
  • Implement controls and best practices to ensure accurate financial reporting
  • Coordinate the annual budgeting and mid-year forecasting processes, as well as periodic requirements such as Resolution & Recovery planning and CCAR submission
  • Ability to work in pressure-oriented environment; able to handle multiple tasks
  • Able to synthesize and articulate results to a diverse audience
  • Organized with an ability to prioritize
  • Proficient in Microsoft Excel and Pitchpro (PowerPoint)
  • Analytical skills, especially around business performance/drivers (e.g., Revenues, SVA, ROE)
  • Planning and Analysis/Business Control/Legal Entity Controller experience
  • Knowledge of JPM reporting systems - FDW, Paragon
39

CIB F&bm-planning & Analysis Resume Examples & Samples

  • Able to manage competing deadlines and demands, and to work on several projects concurrently
  • Communication and partnering skills / strong team player comfortable engaging at all levels specially with Business managers and Sales heads
  • Strong analytical skills with keen attention to detail
  • Moderate to Strong Excel, Financial modelling and Power Point
40

Commerce Solutions Planning & Analysis Resume Examples & Samples

  • Bachelors degree in Accounting/Finance/Economics or other related majors
  • 3+ years in Finance/Accounting, management consulting or other financial/analytic roles
  • Strong quantitative, critical thinking and analytic skills excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, has the ability to comprehend and clearly communicate complex concepts in a fast- paced, dynamic environment
  • Knowledge of Microsoft Word, Excel, PowerPoint/PitchPro, Essbase and SQL (preferred)
41

CIB F&BM Treasury Planning & Analysis Resume Examples & Samples

  • Drive CIB spot and average balance sheet forecasting, planning and articulation of results. This includes partnering across all CIB sub lines of business (Banking, Markets and Investor Services) to ensure LOB’s produce forecasts that align to latest corporate and line of business level objectives
  • Provide oversight and structure across P&A teams for the forecast of balance sheet, net interest income (“NII”) and internal funds transfer pricing (“FTP)
  • Partner closely with LOB’s and corporate treasury to ensure a controlled framework for Corporate FTP charges
  • Be lead point of contact for Liquidity Glidepath forecasting – partnering with LOB’s to capture and understand stress related outflows for forward forecast periods
  • Partner closely with Corporate P&A to articulate CIB total results with a focus on total CIB balance sheet trend results, net funding trends, quarterly NII results as well as the underlying business drivers
  • Drive the technology agenda to produce process efficiency improvements
  • Be lead P&A support for CIB Treasury Product Control function
  • Partner closely with Central P&L Forecasting team on shared initiatives
  • Support ad-hoc requests around interest rate sensitivity, growth initiatives as well as investor day and press release presentations. Summarize and present results to senior leaders
  • Liaise, partner and build strong relationship with key stakeholders across P&A and line controller teams
42

CIB F&BM CAO Planning & Analysis VP Bournemouth Resume Examples & Samples

  • Interact with senior CIB CAO Finance Executives, Business Managers and CIB P&A Teams
  • Work with external business partners for cross allocations
  • Develop and assist with standard planning reports
  • Prepare budget books
  • Prepare round table decks
  • Update allocations to reflect cross LE support
  • Streamline/coordinate requirements for centralized allocation process
  • Ad hoc reporting/projects as needed by LOB's/Management
43

Asia Planning & Analysis Resume Examples & Samples

  • An MBA (Finance) / Qualified CA with 1 year of post qualification experience with exposure to the banking industry preferred. Previous P&A / MIS Reporting experience is preferred
  • Attention to detail to ensure accuracy and completeness of work
  • Solid organizational skills with ability to consolidate and analyze data received from multiple sources
  • Good problem solving & execution skills
  • Works well individually and shares information, supports colleagues and staff
  • Excellent MS Excel (data manipulation, macros, v-lookups, pivot tables) / MS Access/ MS PowerPoint skill sets will be preferred
44

Planning Analysis & Controlling Manager Europe Based Resume Examples & Samples

  • Manage price calculation for all customers across Europe
  • Take responsibility for regular sales reporting and P&L of the individual customers and total department
  • Coordinate controlling and reporting activities, analyse relevant data, define credit control limits and related processes and implement approaches accordingly
  • Control planning and forecasting for international customers, calculate profitability and communicate recommended strategies
  • Collaborate closely with international stakeholders in Marketing, Sales, Customer Service, Finance and our Shared Service Centres in order to ensure smooth reporting and control
45

Global Functions Planning & Analysis Group Manager Resume Examples & Samples

  • Leading planning, forecasting and performance analyses for assigned functions and communicating coordinating management actions to key Global Function Leaders
  • Building and managing strong relationships with the leadership of the covered Functions by delivering value-add financial analysis, financial counsel and recommendations to GF execs
  • Partner with Functions to manage the financials and present results to senior management
  • Provide forward-looking view and proactively engage business leaders in discussion of gap analysis and identified levers to close gaps
  • Participate in strategy and reengineering discussions - in addition to basic finance responsibilities
  • Assist in transforming the global charge-out process to a driver-based charge-out methodology
  • Act as a thought-leader within the Global Functions Finance team by sharing best practices and identifying enhancement opportunities for the team
  • Proven track record of building strong relationships with senior executives
  • Strong leadership skills and ability to manage cross-functional teams
  • Excellent communication skills (written / verbal)
  • Experience in business/corporate strategy is a plus
  • Experience with Activity Based Costing and/or expense allocations preferred
46

CIB F&BM Investor Services Planning & Analysis Resume Examples & Samples

  • Drive to reduce down the Investor Services expenses
  • Strong focus on challenging expenses and expense allocations – continued tracking and monitoring of this changing dynamic
  • Engaging with CAO finance and business management teams on multi year planning and forecasting
  • Understand the fundamental financial drivers for expense allocation across the firm
  • Work on a variety of associated initiatives supporting the business agenda providing analytics to the CFO/Global Controller
  • Planning and Analysis experience
  • Knowledge of JPM reporting systems - FDW, Paragon, SAPCo/EARS
47

Enterprise Operations & Technology Planning & Analysis Senior Manager Resume Examples & Samples

  • Forecasting and planning under multiple environmental scenarios
  • Results analysis
  • Interpret, create and deliver financial reports to business clients
  • Reporting and analytics of re-engineering saves and initiative spends
  • Re-engineering processes for both finance organization and client organizations
  • Talent acquisition
  • Monitor progress on major deliverables
  • Provide key financial and operational analyses and forward looking projections to Corporate FPA
  • Provide direction to leaders with strategic, fact-based financial advice and counsel
  • Prepare and lead executive presentations, including monthly operating reviews
  • Support CIO council with financial analyses
  • Provide support for the cost allocations process, including reviews
  • Self-motivated and self-starter
  • Strong process management skills
  • Proven management skills with the ability to lead matrix teams
  • Strong communications; ability to distill volumes of data into clear, crisp and concise summary
  • Experience leading through influencing
  • 10 plus years relevant experience in Finance , Accounting or Project Management
  • Strong Microsoft Office skills (Excel, Powerpoint)
48

Director, ITS Planning & Analysis Resume Examples & Samples

  • Bachelor's degree in Computer Science, MIS, business or equivalent experience
  • 7+ years’ experience in leading Project & Portfolio management or business-related experience (consulting firm experience preferred)
  • Experience in developing Project process policies and strategies
  • Experience in managing teams
  • Ability to influence and interact with colleagues at all levels
  • Experience dealing with confidential and business critical issues
  • Strong interpersonal skills, including teamwork, facilitation, negotiation and consensus building skills
  • Strong knowledge of financial models, invoicing, and budgeting
  • Strong knowledge of project management framework and information management practices
  • Exposure to multiple, diverse technologies and project management
  • Certified in Project Management Professional (PMP) preferred
  • Excellent planning and organizational skills
  • Excellent customer and/or client service orientation
  • Polished and professional demeanor
  • Good presentation and analytical skills
  • Occasional travel to other offices and firm events
49

Asia Planning & Analysis Resume Examples & Samples

  • An MBA (Finance) / Qualified CA
  • Candidate should have at least 5 years of post qualification experience with exposure to the banking industry. Previous P&A / Management reporting experience is preferred
  • Strong communication skills — confident and organized with the ability to provide reasoning to senior management team
  • Solid organizational skills with ability to consolidate and analyze data received from multiple sources and translate it into relevant metrics/ MIS report that drives decision making
  • Highly effective time management skills - Ability to meet strict deadlines; manage multiple tasks concurrently in an efficient and effective manner with minimal supervision
  • Ability to work as part of a team and to lead a team, share information and support colleagues
  • Excellent MS Excel (data manipulation, macros, v-lookups, pivot tables) / MS Access/ MS PowerPoint skill sets
  • Working knowledge of MIS tools like Essbase, Paragon, Business Objects, Cognos will be an added advantage
50

CIB F&bm-markets Planning & Analysis Resume Examples & Samples

  • Providing monthly, quarterly and ad hoc reporting on business performance together with relevant analysis to aid Business Heads and Business Managers in strategic decision making
  • Ensuring reporting practices are consistent across both the Equities and other Markets businesses
  • Reviewing expenses and helping drive reductions in the business cost base
  • Assist in ad hoc business strategic projects
  • Liaising with legal entity controllers to ensure financial statement integrity and regulatory compliance
  • Strong relationship building and influencing skills
  • Analytical and organizational skills, ability to prioritize
  • Proficient in Microsoft Excel, Pitchpro (PowerPoint)
  • Planning & Analysis/Business Control/Legal Entity Controller experience
51

AVP, Enrollment Planning & Analysis Resume Examples & Samples

  • Provide leadership that brings direction, strategic vision, and evaluation to the enrollment services team, which includes Admissions, Financial Aid, Registrar and Prospective Student Services
  • Develop and implement a strategic enrollment management plan driven by institutional priorities and informed by data and national best practices in partnership with Academic Affairs and the college's Deans and Associate Deans
  • Implement predictive modeling and performance indicators that establish metrics to track departmental efficiency and enrollment goals and to forecast probabilities and trends
  • Develop and analyze reports in conjunction with Institutional Research for campus awareness, as well as Chancellor's Office-mandated reporting
  • Oversee the collection and organization of data concerning all phases of the enrollment process; analyze the data and regularly communicate analyses for use in planning and strategy development
  • Recruit, hire, evaluate and provide support for professional development opportunities for the directors and management staff
  • Support the Enrollment Managers in their administrative, human resources and budget activities for all assigned departments ensuring that all transactions are compliant with federal, state and institutional regulations, policies and processes
  • Collaborate across the campus to assess and improve services to students to enhance retention and graduation rates
  • Serve as a member on University committees and participate in academic policy committees, i.e. Academic Senate
  • Respond to media inquiries and present/share-out Enrollment Services information to relevant constituents
  • Master's Degree plus five years of progressive and significant experience in enrollment management and/or Student Services in higher education setting
  • Knowledge of national and regional trends and best practices in admissions, financial aid and scholarships, registrar's operations and student records
  • Demonstrated successful experience with outreach, recruitment and retention programs
  • Understanding of the faculty role in university governance
  • Successful experience in leadership, vision, strategic planning and supervisory roles
  • Demonstrated knowledge of Federal and State Financial Aid Regulations
  • Doctoral degree
  • Seven or more years of progressively responsible experience in enrollment planning and analysis and/or student services
  • Experience working with special populations (e.g. veterans, athletes, first generation college students, transfers)
  • Experience working with enterprise-wide administrative software system and other related software commonly used in enrollment and student services settings
  • Thorough knowledge and experience working with Recruitment, Admission, Financial Aid (Federal Title IV & State regulations), and Registrar offices
52

Citi Cards Existing Cardmember Planning & Analysis Lead Analyst Resume Examples & Samples

  • Provide financial and analytical insight and strategic support to the Existing Cardmember (“ECM”) Sales Growth team
  • Partner with line of business, decision management and FP&A teams to deliver quarterly forecasts and annual plan for balance transfer volumes, balance consolidation fees and promotional balances, including the identification of required management adjustments to run rate forecasts
  • Execute expense management oversight for marketing contracts requiring CFO approval
  • Deliver weekly management dashboard which communicates ECM program performance
  • Manage intercompany affiliate payments between Cards and Bank by coordinating with SD Controllers team for monthly processing and offshore team for preparing Flash, Outlook and Plan
  • Coordinate with Decision Management and Digital Payment Networks teams to analyze and communicate digital sales and wallet share trends on a quarterly basis
  • Liaise with business team to evaluate activities that qualify for Operating Loss reporting
  • Strong interpersonal skills. Ability to build key relationships with senior Finance and line of business executives and to be seen as a credible resource
  • Ability to influence and partner with business teams to deliver results
  • Highly motivated, participative team player with a leadership mentality and desire to drive change
  • Excellent written and verbal presentation and communication skills
  • Advanced Excel modeling and PowerPoint skills
  • Knowledge of financial systems such as Hyperion Essbase
  • Bachelor’s Degree in Finance, Accounting or Economics, MBA preferred
  • At least 5 years of relevant industry experience
53

CIB F&BM Treasury Planning & Analysis Resume Examples & Samples

  • MBA/BA with 3-5 yrs of relevant experience in balance sheet and RWA Reporting, Planning & Analysis; familiarity with FRB CCAR stress testing a plus
  • Strong Advanced Excel and PowerPoint skills are required
  • Strong project management and time management skills required
  • Strong organizational skills & planning ability
54

CIB F&BM Treasury Planning & Analysis Resume Examples & Samples

  • Support CIB spot and average balance sheet forecasting, planning and articulation of results. This includes partnering across all CIB sub lines of business (Banking, Markets and Investor Services) to ensure LOB’s produce forecasts that align to latest corporate and line of business level objectives
  • Assist in supporting CIB P&A teams for the forecast of balance sheet, net interest income (“NII”) and internal funds transfer pricing (“FTP”). Provide guidance to LOB’s on methodology, approach and guidance
  • Partner closely with LOB’s to ensure a controlled framework for forecasting of Corporate FTP charges. Support Corporate P&A requests detailing forecasted NII, FTP and balance projections
  • Support production of monthly, quarterly senior level overviews which articulate CIB total results with a focus on total CIB balance sheet trend results, net funding trends, quarterly NII results as well as the underlying business drivers
  • Provide P&A support for CIB Treasury Product Control function; this includes surveying revenue and balance sheet projections and coordinating deliverables across stakeholders
  • Partner across line controllers to coordinate weekly/monthly balance sheet projections for spot and average asset and liability balances
  • Support ad-hoc requests around interest rate sensitivity, growth initiatives as well as investor day and press release presentations
  • MBA/BA with 3-5 yrs of relevant experience in balance sheet and RWA Reporting, Planning & Analysis
  • Adept at synthesizing results into a cohesive message
55

Project Associate Planning & Analysis Resume Examples & Samples

  • Act as liaison with Sub-LOBs & partner with FERC, FRRA, and SEC external reporting teams to ensure appropriate implementation strategy for new CFO Attestation requirements
  • Support controller team in reporting on noted errors and recommendations developed with appropriate action plans and owners in support of CFO Attestation program
  • Partner with SOX and RCSA teams to continue to develop robust controls around the Capital production and reporting processes within CCB
  • Develop and manage integrated project plans and ensure appropriate closure of action plans developed in response to previous reported findings
  • Bachelors' degree required, 4+ years of relevant experience
  • Strong interpersonal skills and excellent and proven communication skills, both written and verbal
  • Perform under high stress and fast paced environment
  • Detailed oriented, organized, able to work with minimal supervision/guidance
  • Controls focused
  • Ability to work effectively, meet challenging deadlines and to work under pressure
  • Previous project management & controls experiences; with analytical skills are plus
56

Intern, Subscriber Planning & Analysis Resume Examples & Samples

  • Bachelor's degree / in progress towards bachelor's degree in finance, business, economics or related field
  • Strong quantitative and analytical skills combined with solid business and financial acumen
  • Basic Microsoft excel and financial modeling skills
  • Self-starter with initiative and desire to take ownership of responsibilities under minimal supervision
  • Superior organizational skills and attention to detail
  • Strong communication skills and ability to develop relationships and partnerships with multiple internal clients
  • Results oriented; shows significant initiative and is proactive
  • Basic Microsoft Excel and Powerpoint
57

Director, Global Consumer Planning & Analysis Resume Examples & Samples

  • Bachelors degree is required. Masters degree is preferred
  • 15+ years broad background in all types of credit risk
  • Detail-oriented, willing to dive into potentially unfamiliar areas, quickly master new concepts and become a subject matter expert
  • Strong leadership, sound judgment and confidence to actively engage with senior leadership. Experience managing high profile projects under tight deadlines
58

Forecasting Planning & Analysis Senior Manager Resume Examples & Samples

  • Highly numerate, analytical and commercially-minded individual with expert Excel, and PowerPoint ability, with great interpersonal skills
  • Prior experience of analysing performance of commercial KPI’s and forecasting
  • Clear communicator who delights in simplifying the complex whilst comfortable within the detail
  • Innate curiosity with a commitment to problem-solving, always anticipating the question
  • In the fast paced environment of Sky you shall be able to respond to frequent change with a calm and pragmatic nature
  • Able to influence internal & external stakeholders across a number of different level
  • An excellent communicator to all levels of management
  • Delivers on time and to a consistently high standard
59

Manager, Market Planning & Analysis Resume Examples & Samples

  • 5 years of automotive experience
  • Excellent Communication and Presentation Skills -- verbal and written
  • Project/Time Management and Delivery skills to meet deadlines
  • Demonstrates analytical and problem solving skills
  • Strong Microsoft Office skills (Excel, PowerPoint, Word)
  • ITM systems knowledge and expertise
  • Experience with Statistical and Financial Analysis
  • Intermediate Skill Level in Microsoft Office Suite (Excel, PowerPoint, Access, Word
60

Finanical Planning & Analysis Intern Resume Examples & Samples

  • Assist FP&A team members in the research and discovery of industry specific data to be used in competitive and strategic analysis
  • Work closely with the FP&A team in establishing and maintaining financial projections to be communicated to Executive Management, Manheim, & CEI (Parent/Partner companies)
  • Analyze financial trends to assist FP&A team in the creation of pricing models and annual budgets and forecasts
  • Work with various Nextgear departments to discover, develop, and refine reporting methods to be used in conjunction with the FP&A team
  • Become familiar with NextGear Capital and Cox Automotive, as well as the data that supports the company’s financial performance and projections
  • Prepare and give a presentation at the end of the internship period on the topic of what they have learned
  • Participate in the NextGear Capital Intern Charity Event
61

Performance Planning & Analysis Beneficiary Services Resume Examples & Samples

  • Responsible for development, planning and execution of improved cost and scale efficiencies by providing business intelligence, data analytics and trending analysis that will allow for a cost effective transformation to an enhanced and scalable beneficiary experience
  • Instill a relentless and rigorous focus on beneficiaries
  • Manage knowledge and workflow streams, while implementing process excellence to promote associate engagement and enable sustained performance over time
  • Develop and implement clear metrics and scorecards to improve service, cost and quality while driving scale. Also, develop key financial metrics such as RPC, CPC, etc
  • Responsible for developing and monitoring all activities pertaining to budgeting, forecasting, planning, reporting, compliance, risk and law
  • Drive a talent mindset and facilitate leadership development, identifying and providing guidance around specific technical or leadership growth opportunities. Collaborate with internal resources to provide appropriate assessment and subsequent training to address skill gaps
  • Drive climate and associate engagement through planned communication programs, regular updates on business results and awareness and adoption of process improvements and utilization of leadership connection philosophy
  • Plan and collaborate with peers to conduct monthly all-associate meetings and leadership off-sites to ensure continued understanding and engagement relative to business priorities including strategies, initiatives and key performance indicators
  • Manage internal relationships with all U.S. businesses as well as Finance, Risk, Compliance, Audit, HR, Centralized Business Services, the Customer Office and Leveraging Opportunities groups
  • Adept at random work sampling, capacity management and business process mapping
  • Provide market and business intelligence, data analytics and trending
  • Drive climate and associate engagement
  • Develop value proposition, identify needs and align innovative solutions
  • 10+ years of functional, process, analytics and leadership experience in a client service management, operations or finance organization, with significant experience in a leadership position. Organizational planning and/or effectiveness knowledge is preferred
  • Demonstrated ability to innovate, lead and drive change and leverage process improvement methodologies and/or technology enhancements, while also maintaining the ability to sustain improved performance levels
  • Innovative problem solving and strategic thinking skills, along with strong business and operational acumen and analytical capabilities. Proven skills in process excellence, continuous improvement and project management
  • Ability to take intelligent risks by generating new and valuable ideas and business solutions using creativity
  • Strong leadership and management experience with solid executive presence and talent mindset
  • Adept at articulating a vision, providing associates with a sense of purpose and driving a strong organizational climate
  • Strong communication skills including the ability to interface, influence and collaborate with senior leaders across the enterprise
  • Ability to influence peers and senior management; able to work across businesses to gain buy-in and build partnerships to achieve objectives
  • Extensive experience communicating in challenging circumstances (written, verbal and presentation)
  • Adept at creating and presenting compelling business cases and presentations
  • Ability to react quickly to changing business needs and adapt to dynamic business environments
  • Ability to identify and capitalize on opportunities generated through centralization
  • Embodies an enterprise focus and has the ability to understand and support the centralized strategy for the U.S. Businesses
62

Avp-fin Planning & Analysis Resume Examples & Samples

  • Oversee consolidated revenue reporting and analytical processes including for monthly, quarterly and annual requirements – both internal and external reporting views
  • Coordinate reporting and analysis related to capital structure strategy (including cash flow forecasting, capital policies and strategic scenario modeling)
  • Oversee budget and forecast activities related to share count, interest income/expense and stock compensation expense (including excess tax benefits)
  • Responsible for company-wide legal entity budgeting and forecasting including analyses that support annual impairment processes (US GAAP and statutory)
  • Support consolidated P&L actual/budget/forecast variance analysis during the monthly/quarterly close process and act on results to assist in effective business management
  • Support Corporate Finance and operating managers’ decision-making processes by providing forward-looking analysis and insights including “what if” and scenario analysis
  • Develop new reporting or analysis to provide insightful information to business and finance management
  • Recommend improvements/enhancements to current processes and reporting
  • Prepare presentations & analysis for various senior management audiences
  • Participate in special projects as assigned by Finance management
  • Provide guidance and leadership to junior team members
  • Undergraduate degree in Accounting or Finance (CPA, MBA or CFA, a plus)
  • Prior forecasting and reporting experience a plus
63

Avp-fin Planning & Analysis Resume Examples & Samples

  • Manage and support all phases of the Moody’s IT financial planning and reporting processes for software development teams
  • Responsible for taking a lead role annual budget and quarterly forecasting processes and developing analysis to support the decision making process
  • Manage/review periodic P&L actual/budget/forecast variance analysis during the monthly/quarterly close process and act on results to assist in effective business management
  • Responsible for managing IT department financials and month end responsibilities around IT project financials and software capitalization
  • Act as main point of contact on all Audit requests around current SOX controls
  • Partner with accounting teams to ensure integrity and relevance of IT expense accounts
  • Responsible for consolidating Moody’s Shared Services financials for all planning deliverables (forecast, budget, etc.)
  • Create executive presentations used for business updates to both the senior management team and key business partners across MCO
  • Undergraduate degree in Finance, Accounting, Economics, or other business discipline or progress toward equivalent accountancy qualification
  • Graduate degree and/or relevant professional qualification a plus
  • Experience working in an IT Finance role with software development capitalization preferred
  • High proficiency with Microsoft Excel, Access and PowerPoint
  • High proficiency with Hyperion Planning and Essbase
  • Strong written and verbal communication skills, coupled with a desire to communicate with various levels of senior management
  • Energetic, progressive approach to the role, and a willing participant in continual process enhancement
  • Provide strong leadership and drive business and finance management through all phases of the financial planning and analysis processes
64

CIB CAO F&BM Planning & Analysis Resume Examples & Samples

  • Provide integral support to executive reporting and senior management presentations
  • Monthly reporting - review incoming and outgoing indirect expenses
  • In depth variance analysis of expenses
  • Oversee Planning Process - work with P&A leads as well as CFOs to update allocations to reflect change in business requirements
  • Work with and meet with Controllers on a regular basis
  • Demonstrate leadership and organizational capabilities
  • Possesses the ability to research issues/problems & focuses on a ‘solution-based’ approach to their work environment
  • 5 to 7 years of experience in finance/accounting, preferably in the financial services industry, P&A or CFO experience a plus
  • BA in Finance / Accounting
65

Planning & Analysis Analyst Assistant VP Resume Examples & Samples

  • Lead the analysis of Headcount and Compensation for the ICG businesses across the actuals and planning dimensions, namely: Earnings, Outlooks and the, Annual Plan
  • Prepare monthly headcount and compensation reviews in partnership with the product finance teams, business teams and human resources
  • Help design predictive models used to forecast headcount and compensation impacts
  • Assist with the implementation of the Global incentive compensation and award amortization simplification project
  • Work with colleagues across the organization (Finance, Human Resources and the Business) to gather insight regarding headcount and Compensation drivers and enhance forward looking analytics
  • Help drive execution of firm-wide work force management strategies through analytics and Citi systems (CHAT & RM&S)
  • Create executive level program summaries and provide early indications of areas needing greater management focus
  • Prepare various ad-hoc requests on themes that arise at senior management’s request and/or through proactive research of potential issues
  • Work with various corporate teams (Human Resources, Productivity and GPOs) to achieve firm wide expense goals
  • Bachelors’ degree in Economics, Finance, Accounting or related discipline
  • Minimum 3 years of relevant Finance/Accounting/Business experience in Financial Services
  • Broad and deep understanding of accounting principles, investment, capital markets, trading, accrual products and corporate finance and balance sheet concepts
  • Highly motivated, participative team player with a significant change agent, leadership mentality
66

Markets Planning & Analysis Co-op Intern Resume Examples & Samples

  • Interact with team members to complete projects and acquire subject matter knowledge
  • Attend internal and/or external meetings to gain an understanding of the client needs
  • Learn and use EY technology tools to contribute to the team’s project work
  • Use Microsoft technology suite of products to develop spreadsheets, power point and/or word documents
  • Take direction from others to enable independent work on assignments; report back as needed, to produce quality results
  • A GPA of 3.0 or above
  • Approximately 0-2 years of related work experience
  • Strong written and verbal communication skills
  • Strong analytical, teamwork, and organizational skills
  • Integrity, maturity, dependability, a positive attitude and enthusiasm in the performance of responsibilities
  • Ability and willingness to travel, as necessary
67

Planning & Analysis Systems Developer Resume Examples & Samples

  • This position works on complex projects and leverages its knowledge of applications development methodologies, hardware characteristics, and other technologies to produce comprehensive solutions, within the agreed quality, service commitment levels, schedules and budgets. This position may provide coaching to less experienced developer or review some aspects of their technical output
  • Leads the daily work of the project team responsible for writing code and scripts for desired functionality of web-based software, products and programs
  • Materially updates and develops new front-end applications and tools
  • Performs as subject matter advisor to functional area and may become actively involved, as required, to meet schedules and resolve problems highly complex in nature
  • May develop the technical “vision” and design specifications of assigned projects and may lead in implementation
  • Writes code and scripts that provide desired functionality to the web-based software, typically for sites, products and programs that have little or no precedent
  • Ensures that software and program defects in assigned projects or programs are tracked and summarizes and presents findings to management
  • Shares information cross-functionally to improve workflow processes. Interacts with internal and external peers and management to share highly complex information related to areas of expertise and/or to gain acceptance of new or enhanced technology / business solutions
  • Gathers and updates necessary information and communicates to appropriate parties
  • Participates in the development of technical/business approaches and new or enhanced technical tools
  • Provides subject matter expertise to less experienced team members. May allocate and tracks the work of individual contributors. Participates in teaching and training members of work team
  • Mentors less experienced members of the team
  • May assist in live site support and incident resolution that may include on-call rotation
  • Bachelor’s Degree and at least 2 years of Application Development experience working on complex projects
  • At least 2 years of experience with Planview administration
  • Knowledge of Planview architecture
  • At least 2 years of .NET Development experience
  • At least 2 years of experience with Sequential Server Reporting Services (SSRS)
  • Knowledge of SQL and/or Oracle databases
  • Experience with on-shore / off-shore resources management
  • At least 2 years of experience with SharePoint Development and Administration
  • Availability to provide 24x7 support, when necessary
  • At least 2 years of experience developing and writing requirement specifications
  • At least 2 years of experience with software programming languages, coding standards
  • Experience working with standard test tools and the testing processes
  • Knowledge of technical design process and models
  • Experience with SDLC / SW development processed, such as RUP, Agile, and/or Waterfall
  • Experience using analytical skills, tools and techniques to investigate information and to draw conclusions
  • Experience mentoring less experienced team members
  • Bachelor's Degree in IT, IS, Mathematics or related field
  • Demonstrated expertise writing professional, quality, secure, performance capable code
  • Experience with software development practices
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UG Hub Planning & Analysis Intern Resume Examples & Samples

  • Working towards a BS/BA degree with coursework in a quantitative or business discipline (economics, mathematics, engineering, finance, management, etc.)
  • Demonstrated analytical skills, including the ability to assemble information, extract pertinent facts, draw logical conclusions, and present recommendations
  • Ability to work well within a team/office environment
  • Possess a valid U.S. driver's license and the ability to pass a background check
  • Legally authorized to work in U.S. without requiring a sponsorship
  • Travel Required: Less than 5%
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Intern Financial Planning & Analysis Associate Resume Examples & Samples

  • Analytical and Statistical skills; understanding of the relationship between various tools
  • General understanding of internal/external customer needs is required to make effective/informed decisions
  • Understands and can apply corporate accounting policies
  • Understands the interrelationships between departments and actively participate in cross-functional teams
  • Interpersonal skills; Ability to communicate effectively, both verbally and in writing, with a variety of customers, internal/external to Finance
  • Knowledge of computer applications such as WORD, Excel, PowerPoint and multiple business applications. Advanced knowledge of Excel is preferred including the ability to create spreadsheet macros
  • Ability to prepare a forecast for one element of the business (cost center, profit center, pricing forecast or key balance sheet component)
  • Ability to bridge between actual, plan, forecast and bids, analyzing mix impacts and summarizing in management reports
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Financial Planning & Analysis, Lead Resume Examples & Samples

  • Lead, manage, and develop the Corporate FP&A function
  • Lead the annual process in planning and monthly / quarterly forecasting of performance against plan
  • Partner with VPs, Directors and other senior leaders to provide financial recommendations. The ideal candidate has the ability to identify issues, perform analysis, and present to senior executives
  • Develop regular reporting and analysis, including key metrics reports, and conduct ad hoc financial analysis for strategic and operational decisions as required
  • Lead the financial modeling and analysis to support the development of long term strategic initiatives and business plans
  • Manage the preparation of monthly and quarterly budget versus actual analyses and management reporting
  • Model, analyze and forecast metrics that drive budgeting, forecasting and business decisions. An ideal candidate will have experience in optimizing finance processes for speed, agility and insight
  • Work closely with Financial Reporting Manager and accounting group to ensure appropriate reporting on US GAAP basis
  • Bachelor’s degree in Finance or Accounting required. MBA, CFA, CPA, or CMA is preferred
  • 5+ years FP&A experience
  • Proficiency with Microsoft Excel, working with data warehouses or enterprise systems, and various accounting, reporting and FPA systems – Oracle & Hyperion strongly preferred
  • Basic Knowledge of Accounting Principles a requirement
  • FP&A experience at a public company preferred
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Financial Planning & Analysis, Senior Manager Resume Examples & Samples

  • Leads the budget development, monthly reporting and forecasting, as well as quarterly Management Discussion Meeting (MDM) and Latest Estimate (LE) analysis and reporting for the business unit. The primary stakeholder of these processes is the Wolters Kluwer corporation, and ensuring its high profile within the software and information services industry
  • In addition to ensuring smooth and consistent delivery of monthly deliverables, the individual will take on ad-hoc analyses as assigned by the Director of FP&A for LIS, as well as the CT business partners. Role will manage an experienced team of 2 professionals in order to meet these objectives, and will be a key member of a team that will define new business processes and resource requirements, and create a financial planning and consolidation framework that enables and optimizes the performance of both business unit and the Wolters Kluwer corporation
  • Supports annual budget development, long-term Business Development Plan (BDP) activities, quarterly Management Discussion Meeting (MDM) and Latest Estimate (LE) analysis and reporting for the Business unit. To deliver these processes, the FP&A Sr. Manager will consolidate and assist in the management of department budgets and review these with senior leadership on a monthly basis; collaborate with business leadership to incorporate external economic and internal operational drivers into the CT financial model; and perform monthly variance analysis against plan in order to continually update forecasts and plans to enable portfolio reallocation within LIS
  • Assists in the identification and articulation of business unit opportunities and challenges in order to optimize business unit performance. The FP&A Sr. Manager must prepare compelling and clear data, reports, and presentations to share findings with other business leaders. The FP&A Sr. Manager will assist the Director of FP&A for LIS in implementing financial and operational KPIs, in order to establish a balanced scorecard for the CT business, on which to report monthly to the LIS CEO
  • Proactively pursue professional development & employee engagement activities
  • 8 years senior-level finance and accounting experience
  • Financial analysis, forecasting and business performance modeling (including ROIC, break-even)
  • Reporting: cash flow, profit and loss, and ad hoc
  • 2 years leading professional level employees or management employees
  • GAAP
  • Expert knowledge of MS Office products, especially Excel and PowerPoint
  • High level of organization and attention to detail
  • Ability to articulate business strategy and operations, and translate these into financial performance and driver-based modelling
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Gf-country Head of Financial Planning & Analysis Resume Examples & Samples

  • Act as business partner and trusted advisor, active participation in business forums and help drive cross-business initiative
  • Craft the strategic agenda for the franchise and deliver insights to drive sustainable long term business growth
  • Manage the Financial Planning & Analysis function and deliverables including but not limited to the Annual Budget, CCAR, Periodic Outlook, Forecast, and long term strategic plans including business directives
  • Monitoring of the banking industry landscape and competitive changes in Hong Kong
  • Dimension the business performance both from a Product and Client View perspective
  • Assist the CFO and the Franchise on overall governance, including financials and transactions from a legal entity perspective
  • Worked with Regional Office closely on Finance Transformation initiatives
  • Support the CCO and the CFO on other adhoc initiatives and projects
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Senior Manager, Financial Planning Analysis Resume Examples & Samples

  • Take ownership of the current DFAST submission process, identify improvements, and create and execute on a plan to deliver a comprehensive, accurate, effective, and timely submission
  • Determine the structure, flow, and organization of the Capital Plan narrative and supporting documentation. Compile the capital plan and supporting documents, and review the documents for accuracy, flow, and internal consistency. Assist in getting Board approval of Capital Plan
  • Populate and compile templates for CCAR. Implement validation checks to ensure accuracy and consistency within/across templates
  • Work with the modeling team to identify gaps in existing models and update models to address gaps
  • Update the Capital Policy and Internal Capital Adequacy Assessment Process (‘ICAAP’)
  • Create, socialize, review, and get approval of the framework for designing scenarios for CCAR
  • Determine and document approach for and governance of incorporation of additional material risks beyond the economic scenarios into the CCAR forecast
  • Determine and document the approach for and governance of determination of management actions under stress
  • Determine and document the approach for and governance of incorporation of first and second line challenges and judgement overlays into the final results
  • Work with the Capital Teams to determine the baseline capital actions and stress capital actions, and get board approval of the capital actions
  • Integrate and compile the P&L, Balance Sheet and Capital results
  • Create materials that summarize and socialize the results and assist in getting board approval of methodology, assumption, weaknesses, and results
  • Assist in determining the management oversight structure for stress testing
  • Create effective internal controls for stress testing
  • Assist in managing the calendar for stress testing
  • Identify gaps and create project plan to remediate gaps and make improvements to future CCAR programs
  • Should preferably have CCAR experience
  • Should preferably have regulations knowledge and experience (i.e., CCAR, Basel)
  • Should have at least seven years professional experience in Finance related roles with 3-4 years focused on forecasting and financial planning
  • Must have strong writing, verbal and interpersonal skills, with the ability to translate broad financial concepts into understandable messages for senior management
  • Must have very strong excel skills
  • Must be able to create word documents that are structured and convey a cohesive story, and meet regulatory requirements
  • Ability to independently manage large aspects of the CCAR program
  • Must have strong teambuilding skills
  • Be able to think quickly on their feet
  • Must be able to work in a structured manner within a sometimes ambiguous and sometimes time constrained environment. Must be able to adjust to new, different, or changing requirements
  • Should be able to work effectively and collaboratively with other teams
  • Should be able to function with a high degree of autonomy and ownership
  • Must have Bachelor’s degree in business or a related field of study
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Engineer Systems Planning & Analysis Resume Examples & Samples

  • Support Airports, Flight Ops, Inflight, JBU, Sys Ops, and Tech Ops in search of increased operational efficiencies and continuous process improvement/optimization
  • Determine required metrics and data requirements
  • Develop and implement prototype data warehouse initiatives
  • Support development of data warehouse initiatives by IT
  • Serve as internal consultant to the Operations organization to develop, enhance, and maintain complex staffing resourcing and operational reliability models
  • Determine root cause of operational and financial inefficiencies and recommends process improvement
  • Support budget and goal development for operational business units
  • Develop presentations and analysis for Senior department leaders on an ad hoc basis
  • Responsible for all aspects of project development throughout the project lifecycle including facilitating meetings and communication amongst project team members and monitoring adherence to project deadlines
  • Builds and fosters relationships with internal and external Customers
  • Master’s Degree in Systems Engineering, Operations Research, Mathematics or other technical field
  • Strong capabilities with multiple programming languages (Java, Python, C++, etc.)
  • Familiarity with relational databases and SQL language
  • Proficient with Microsoft Office Products: Word, Excel, and PowerPoint
  • Available for occasional overnight travel (10%)
  • Pass a ten (10) year background check and pre-employment drug test
  • One (1) year of analytical experience in transportation industry or related experience
  • Self-starter who is eager to participate and contribute in teams
  • Occasional trips to the airport may require special equipment – ear plugs, safety vests, and steel-toed boots
  • Organizational fit for the JetBlue culture, that is, exhibit the JetBlue values of Safety, Caring, Integrity, Fun and Passion
  • When working or traveling on JetBlue flights, and if time permits, all capable Crewmembers are asked to assist with light cleaning of the aircraft
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Financial Planning & Analysis Executive Resume Examples & Samples

  • Act as Finance Business Partner for Human Resources, IT/IS, and Supply Chain functions
  • Consolidate and ensure accuracy of CBU financial forecast through rolling forecast process
  • Lead Free Cash Flow animation through Cash Committee (or similar) process
  • Co-lead overheads productivity projects portfolio review
  • Follow up logistics, overheads and other income and expenses, and contribute to month end closing under Country Business Services supervision
  • Support CBU financial performance cycle through GPS (or similar) process, and monitor risks and opportunities
  • Support Key users of Master data & SAP Design
  • Minimum 3 years of Budgeting/Planning/Controlling experience in Finance Department
  • 1-2 years in FMCG company experience is preferable
  • SAP knowledge is a must
  • Ability to work with cross-functional teams
  • Good in business relations management
  • Curious and open to learn & share
  • No military obligation for male candidates
76

Aftermarket Financial Planning & Analysis Intern Resume Examples & Samples

  • Support sales and margin analysis in the matrix organization
  • Analyze business areas showing margin improvement potential
  • Preparation of performance bridges and P&Ls
  • Goal tree administration and further development
  • Support preparation and follow up of Target Setting Reviews with Senior Leadership
  • Assist in P&L preparation and analysis
  • Support Annual Operating Plan process and outputs
  • Prepare presentations for Management
  • Coordinates process improvement initiatives
  • Other as required
77

Financial Planning & Analysis Business Lead Starches & Sweeteners Europe Resume Examples & Samples

  • Leads the annual planning and forecasting process for the business, understanding key commercial drivers of the business and related sensitivities. Understands controllable and uncontrollable (macro economic) factors impacting the business, proactively works with business leadership to develop actionable plans to respond to controllable factors
  • Works collaboratively with the Product Group Operations FP&A Leader to align on planned volumes,related costs, and manufacturing variances; ensures operations is briefed as necessary to support business plan changes and new products and or business driven projects impacting operations
  • Leads and supervises the PMO process for the business. Ensures the PMO process is effectively aligned with the business, with appropriate leadership, aligns with and supports Group PMO requirements. Ensures high alignment between business strategy, capital plan, and the PMO. Creates visibility to the right forward looking PMO metrics
  • Supports the strategic planning process of the business with thebusiness Managing Director) by working closely with the Group FP&A leader and Group Strategy and Innovation (S&I) leader; following the lead of the Group Leader and Group S&S Leader
  • Responsible for the annual and multi year non base capital plan for the business, ensuring alignment of planned spend with the business strategy; ensures necessary rigor and sensitivity analysis is in place. Aligns with and supports group capital planning process
  • MADJV support and process leadership for the business, sources of value created in MADJV transactions and related sensitivities. High degree of partnering across the business , CSD, Tax, Treasury and other COEs. Acts as the financial leader of the MADJV project for the business
  • Demonstrates an application of broad/diverse commercial knowledge with understanding of how all areas come together and operate as a business
  • Communicates as an official spokesperson for the function within the businesss group and enterprise in a variety of settings
  • Provides broad knowledge of and connects with right relationships with COE partners for areas such as Tax, Treasury, Risk Management, Controls, etc
  • Identify talent and champion development opportunities reflective of the business needs, succession plans and growth objectives
  • Builds trust across multiple stakeholder groups
  • Experience and success in motivating teams for high performance
  • Demonstrated ability to influence at all levels of the organization
  • Ability to partner and engage with centers of expertise (like Tax, CFR, Audit, Controls, HR, IT)
  • Commercial experience
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Senior Manager Financial, Planning & Analysis Resume Examples & Samples

  • Manage and execute standardized monthly and ad-hoc financial forecasting reporting / process and partner with business and Senior Management for enabling fact based decision making
  • Coordinate, execute and participate in the budgeting process for Emerging Markets
  • Ensure timely & accurate monthly, quarterly and year-end closing reporting according to Group policies (including monthly comments)
  • Reporting on all globally aligned KPIs for ad-hoc, short- and long-term planning in line with global standards
  • Preparing updated management information to Group Finance on a regular basis related to actual achievements and forecasts (telco, ad hoc analysis)
  • Partner with global corporate functions (e.g. IT, Logistics, Legal)
  • 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 business partners and EM countries
  • Manage and execute Cash flow controlling
  • Manage and execute Standard Margin, Net Margin, Operating Overhead and Marketing Working Budget, Brand (Category) analysis for making better business decisions by actively collaborate with business partners and EM countries
  • Identify significant improvement potential through variance analysis, derive solutions and facilitate related decisions
  • Develop and create new processes, working methods, analytic tools, standards or operational plans and deliver results with direct impact on the department and overall targets
  • Provide support to EM countries regarding accounting treatment issues to ensure compliance with group regulations
  • Managing, monitoring, reporting and approving Capex spending’s of all EM subsidiaries
  • Manage and execute standardized and ad hoc analysis for DTC channel with related reporting
  • 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 senior management, EM countries and global Retail organization
  • Controls T&E spending and provides regular detailed reporting on T&E of all subsidiaries
  • Single point of contact for HQ and countries within Emerging Markets in terms of providing information and consolidation of results
  • Lead medium-large sized projects, implement findings and ensure sustainability of achievements
  • Manage and execute order-book / BOH analysis and validation on Risks and Opportunities
  • Coach and guide other more junior team members
  • Ability to effectively present information and respond to questions from senior managers, stakeholders and cross functional business leaders
  • Good currency and exchange rate impact understanding in doing business in a complex geographical area with 5 markets, 76 countries, 19 reporting units, 13 legal entities & 10 different currencies with SAP & adirace system landscape
  • Desire and ability to work closely and collaboratively with other members of senior Finance leadership team at Market and Global level
  • Ability to think and act strategically and develop operational plans
  • Excellent analytical (managing large data quantities from multiple sources), written, oral, organizational, and presentation skills for persuasion and convincing business partners and senior management
  • Ability to operate cross-functionally in a consistently changing environment and understanding of external business drivers
  • Advanced degree or qualification in Finance, Economics or Accounting
  • Advanced excel and power point skills required
  • Familiarity with SAP, and other relevant adidas and industry Finance systems/analytical software a major plus
  • 8 -10 years of experience in Controlling or Business Analysis
  • Industry experience: ideally in apparel/fashion/consumer goods or FMCG
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Global Operations Financial Planning & Analysis Resume Examples & Samples

  • Lead Supply Chain outlook process and EOQ variance results, including understanding of key operational drivers and presentation of results to Corporate and the BUs
  • Governance of cost recovery vs. spend via product cost adder validation and spend/absorption reporting
  • Enable forecast/actual reporting of costs by LOB and Supply Chain
  • Drive continuous process improvements to streamline reporting/communication and provide better visibility to our financial performance with clear linkage to the P&L
  • Must have excellent analytical skills, and ability to interpret data into summaries and actions
  • Must have a good understanding of accounting, as role will be reporting and monitoring absorption variances, and must understand where costs should be incurred and reconcile discrepancies with Cost Accounting
  • Advanced Excel skills a must
  • Good presentation skills required, as role has regular presentations to Global Ops Finance VP
80

Spclst, Fin Planning & Analysis Resume Examples & Samples

  • Minimum 2 – 4 years experience in finance
  • Minimum 2 years experience in planning
  • Bachelor degree is a must – Accounting or Finance
  • Prefered to have experience in a Pharam/healthcare industry
  • Should be comfortable working in a mix environment
  • Strong decision making ability
  • Strategic understanding and planning
  • Ability to plan and implement
  • Good motivational skills
  • A team player, can multi-task, strong coordination, organization and implementation skills
  • Must know English
81

Superintendent Planning & Analysis & Improvement Resume Examples & Samples

  • An overriding commitment to health, safety, environmental responsibility and sustainable development. Ensure conformance with the BHP Billiton Charter, the BHP Billiton Group Level Documents, Code of Conduct and relevant statutory obligations
  • As a Section 44 Appointed Person, you are required to ensure compliance with the requirements of the Mine Safety and Inspection Act and Mines Safety Inspection Regulations in accordance with your appointment
  • Leading, developing and engaging direct reports
  • Communication and engagement with all relevant stakeholders
  • Ensuring that executable maintenance strategies and plans, that appropriately manage risk, are developed
  • Contribute to the improvement of agreed work standards and practices
  • Ensure solutions to issues and improvement opportunities are identified and implemented in a coordinated safe, effective and timely manner
  • Providing input into the Port Capital budget
  • Accountable for the development of the Site Infrastructure two year financial budget
  • A demonstrated commitment to Health, Safety and the environment is essential
  • Experience in continuous improvement and project delivery
  • Demonstrated competence with computer based planning systems, such as SAP (highly desirable)
  • The ability to successfully lead and work within a team
  • Ability to influence external stakeholders
  • Ability to improve team culture
  • Minimum of C class manual drivers license
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Financial Planning & Analysis Business Lead Cargill Texturising Solutions Resume Examples & Samples

  • Actively participates in new product development projects, develops necessary financial projections and sensitivity, approves the final financial forecast and model for the business
  • Actively supports and provides financial leadership to the businesses Supply & Demand planning (S&OP, IBP) processes, working collaboratively with the Operations FP&A Lead
  • Identifies new metrics (i.e. KPIs) to drive performance relative to strategic priorities. Enhance scenario planning analysis for strategic planning activities
  • Creates and drives value within business (stretch targets). Measured by profit improvement (wider margins), lower cost and driving performance. Focus management on most critical risks and opportunities; understands how to win in markets served by the business and drives actions necessary to achieve this
  • Understands, translates, and provides insight into business performance against competitor & industry trends
  • Participates in business customer solution teams with focus on offering financial solutions to customers
  • Delivers clear presentations including defending positions on controversial topics, adapt style to continuously seek ‘winwin’ solutions
  • Partners closely with COE and the cross-business/functional senior managers to play an active role in enhancing connectivity and communication
  • 10% Choose and Develop Talent
  • Identify, develop and coach direct reports to ensure a high performing team. Capable of initiating change, empowering the team and driving results. Ensures the right mix of talent, balanced in possessing and growing FP&A skills
  • Identifiy talent and champion development opportunities reflective of the business needs, succession plans and growth objectives
  • Demonstrated ability to develop long term strategic plans
  • Ability to integrate and interpret disparate sources of data using broad range of analytical data tools. Incorporates use of statistical methodolgy and predictive modeling techniques. Design, develop and implement value-added business analytics
  • Demonstrated flexibility and ability to deal with ambiguity
83

VP-fin Planning & Analysis Resume Examples & Samples

  • Manage the core planning functions: results analysis, forecasting, annual budgeting, and strategic planning
  • Responsible for leading the annual budget and quarterly forecasting processes and developing analysis to support the decision making process
  • Manage periodic P&L actual/budget/forecast variance analysis during the monthly/quarterly close process and act on results to assist in effective business management
  • Responsible for cash modeling in support of treasury related analysis including capital structure planning and capital deployment decisions
  • Develop materials for senior management presentations, discussions and reviews
  • Provide analytical support and suggestions regarding the development of planning systems, processes and outputs
  • Work with the accounting teams to ensure integrity and relevance of management accounts
  • Work closely with the senior management team on strategic operating issues, long-term strategies and profit goals through the development and implementation of financial and strategic planning
  • Ensure close coordination across several different lines of business and support functions that are geographically dispersed
  • Undergraduate degree in Finance, Accounting, Economics, or other business discipline
  • CPA, graduate degree and/or other relevant professional qualification a plus
  • 8+ years of business experience in financial planning and analysis role
  • Minimum of three to five years’ experience in business management, process re-engineering, and project management
84

Senior Finance Head-planning & Analysis Mexico Resume Examples & Samples

  • Support financial calendar planning and monthly outlook process
  • Analyze actual business performance to provide explanations and insights on drivers, in order to assess risks and opportunities for strategic forecasts
  • Analyze and control the Balance Sheets and Cash Flows
  • Provide effective financial analysis and decision support to Mexico Finance Director & Finance Leadership team to enable targeted profit and shareholder value
  • Ensure integrity of the financial statements and the accuracy of information; strict adherence to generally accepted accounting principles and Kellogg accounting policies
  • Bachelor degree in Accounting, Finance, Economy, Engineering or related fields
  • Previous experience in finance management, business administration. (Minimum 7 years experience)
  • Strong leadership, analytic and communication skills
  • English proficiency. (Capable of maintaining business conversations)
  • Advanced MS Office skills, especially Excel & Power Point
  • Proactive attitude to solve issues/problems bringing solution alternatives
85

SVP, Financial Planning & Analysis Director Resume Examples & Samples

  • Leads all aspects for the following processes
  • Education – Bachelors degree in Finance or Accounting is preferred or equivalent experience
  • Experience in banking industry required
  • Experience in a DFAST regulatory environment highly desirable
  • CPA, CFA or other certification preferred
  • Six Sigma (or equivalent) expertise preferred
  • Minimum of ten years of progressively increasing responsibilities in finance, business and analytical functions including management of teams
  • Expertise with financial systems and tools (ERP systems, MS Access, MS Excel, etc.) required
  • Strong analytical and problem solving skills and possess a strong attention to process and detail
  • Excellent written and verbal communication skills: ability to write clear and concise reports, business correspondence, procedures and management presentations
  • Excellent interpersonal skills: ability to develop and maintain effective and positive working relationships with people at all levels of the organization
  • Understanding of accounting and reporting rules and regulations in a public-company environment
  • Highly organized, accurate and detail-oriented: must possess a big-picture and strategic perspective and be well versed in efficient processes and procedures
  • Excellent judgment in prioritizing and managing multiple projects and deadlines
86

Distribution Planning & Analysis Engineer Resume Examples & Samples

  • Execution of distribution planning and modeling using Synergi software as project and client needs dictate; these studies will include load flow for both traditional distribution planning studies and for studies driven by distributed energy requirements
  • Present and prepare technical materials directly to/for clients—both in-person with presentations and also with written reports and data
  • A minimum of 4+ year of experience in distribution analytics, e.g., load flow studies, stability studies, protection and short circuit studies and be knowledgeable of various power system theories and limitations as well as Bachelors of Science in Electrical Engineering or other related engineering degree is required; Masters in Engineering, or MBA, or other technical advance degree and 2+ years of relevant experience
  • Possess solid analytical distribution experience, including load flow for both traditional planning studies and for studies driven by distributed energy requirements
  • Familiarity and experience with distribution policy and regulatory issues is also considered a plus
  • Must have experience functioning in a technical role in distribution studies and capable of conducting studies under the direction of a technical supervisor
  • Experience with DNV GL’s Synergi required; Siemens PTI’s PSS/E or GE Concordia’s PSLF,. EMTP or PSCAD experience is a plus. ASPEN OneLiner or Electrocon’s CAPE software experience also a plus
  • Must possess strong communication skills, including listening, writing, and presentation skills
  • Must be a team player, able to work collaboratively with many different people with diverse backgrounds and geographic locations
87

Student Assistant for Financial Planning & Analysis Resume Examples & Samples

  • Provide support during financial forecasts, including consolidating, analysing and reporting long-term forecasts to our executive management and the Board of Directors
  • Support the team with internal valuations
  • Support the team with financial analyses, e.g. investment decisions and capital allocation, risk analyses, price and currency sensitivities, etc
  • Are studying finance, business administration or economy corresponding to the Danish degree equivalent to cand.merc.fir. cand.oecon or cand.polit
  • Have a strong personal drive, enabling you to take initiative and create high-quality results
  • Have knowledge of financial modelling in Excel, and it will be an advantage if you have good PowerPoint skills
  • Speak and write English fluently
88

SVP, Global Consumer Planning & Analysis Resume Examples & Samples

  • Bachelor’s degree is required. Master’s degree is preferred
  • 10+ years broad background in all types of credit risk
  • Strong project management, written and oral communication/presentation skills, including presenting to senior management. Ability to clearly communicate complex analyses to both technical and non-technical audiences
  • Experience in a matrix organization, establishing and maintaining strong lines of communication with colleagues in other regions and functional groups
  • Experience with global risk governance, regulatory and financial reporting
89

Global Functions Financial Planning & Analysis Senior Manager Resume Examples & Samples

  • Support the Finance Lead Manager directly aligned to the applicable function(s)
  • Provide critical support on financial requests including budgeting, monthly reporting, quarterly CEO reviews and ad-hoc requests
  • Work directly with the supported Global Function head’s direct reports to facilitate meetings, discuss and manage financial performance including scorecard metrics
  • Support and assist business leaders to estimate savings opportunities in addition to validate ongoing savings tracking
  • Interface with Human Resources on headcount forecasting
  • Provide support during the annual charge-out process
  • Partner with regional Global Function resources (Mumbai and other) to provide Global Function support
  • Over 8 years of experience within Financial Services industry, preferably within Financial Planning and Analysis
  • Seasoned in-depth analytical skill set
  • Bachelor's degree required, MBA preferred
  • Must have a proven track record of success working in a fast paced, matrixed environment
  • Strong verbal and written communicator with the ability to build relationships across business lines
90

Senior Director of Financial Planning & Analysis Resume Examples & Samples

  • Maintain detailed budget and forecasting model including P&L, cash flow and balance sheet
  • Direct and coordinate corporate financial planning and budget process
  • Anticipate opportunities and risks in the forecasts and effectively communicate them to stakeholders
  • Recommend benchmarks for measuring financial and operating performance
  • Monitor and analyze monthly operating results against budget and provide insightful and actionable variance explanations
  • Provide recommendations to improve profitability and cash flow
  • Support capital raising and M&A activities through modeling support as well as by providing insights and guidance to improve executive decision-making
  • Manage the preparation of financial outlooks and financial forecasts for banks, investors, and owners
  • Assist in the interactions and communications with the Board, bankers, advisors, PE firms
  • Have a deep understanding of the business and the forecasting styles of the operating teams
  • Prepare financial analysis for contract negotiations and product investment decisions
  • Work with department managers to develop the budget and business plans
  • Assist in establishing short- and long-range goals, objectives, policies, and operating procedures
  • Work closely with the Corporate Controller during the monthly close process and annual audit
  • Oversee one direct report who will assist in the activities above
  • Bachelor’s degree in Finance is required from an accredited university/college and MBA is preferred
  • 10 - 15 years of relevant experience
  • Knowledge of Deltek and Cognos is highly preferred
  • Experience with global businesses is preferred
  • Strong operational knowledge/Experience gathering insights from data to inform strategy and tactics
  • Experience in the capital markets raising debt or equity is preferred
  • Experience with mergers and acquisitions preferred
  • Experience with PE owned business and publicly traded companies is preferred
  • Excellent communication skills (written, spoken, listening, presenting)
  • Ability to manage and succeed within a dynamic, entrepreneurial environment is preferred
  • Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles
  • Knowledge of automated financial and accounting reporting systems
  • Ability to analyze financial data and prepare financial reports, statements and projections
  • Knowledge of short and long term budgeting and forecasting, rolling budgets, and product-line profitability analysis
  • Experience in Government contracts and commercial organizations
  • Small and large project/program orientation
  • Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects
  • **************** No Agencies Please *****************
91

CIB Finance & Business Management Banking Planning & Analysis VP Resume Examples & Samples

  • Driving Strategic and analytical support for internal reviews and presentations across the Banking business as well as providing support on external requests from regulators
  • Partnering across the Finance & Business Management organization to drive results
  • Preparation of the monthly, quarterly, year-end and ad-hoc financial results for internal purpose including forecasting of revenue, expenses and headcount
  • Manage the annual planning process and owning the line of business and legal entity plan numbers
  • End to end ownership of the Banking Planning & Analysis function, working towards having a sound knowledge of the different aspects of the business both from a P&L and Balance Sheet perspective
  • Leverage and analyse large amounts of data to provide suggestions and solutions to business problems
  • Prepares presentation materials that clearly articulate findings and present to regional management
  • Facilitate and support in the consolidation of the annual planning process for the business across revenues, expenses, headcount and balance sheet, both in terms of preparation of templates and data integrity
  • Proactively engage with Business Management and the Global P&A teams to drive consistency in reporting, whilst identifying opportunities to better satisfy the reporting needs of the business
  • Involvement in legal entity strategy and any associated restructuring initiatives
  • Support on external requests from the regulators and co-ordinate with Product Controllers and Business Management on any requests
  • Strong verbal and written communication
  • Adjusts communication technique/style to maximize effectiveness based on audience
  • Is proactive in attempting to understand needs of managers, peers, subordinates, and clients and updates them when needed
  • Engages and motivates Team members, subordinates and others to get things done
  • Thinks creatively and develops new strategies and processes that impact the business in both the short- and long-term
  • Ensures market structure and regulatory changes are considered when business strategy is developed or changed
  • Identifies continuous improvement and change opportunities. Helps drive change
  • Leads by example through instilling a culture of compliance within the business
  • Has a thorough understanding of products and financial concepts in immediate business area
  • Has a thorough understanding of management accounting and business profitability including revenues
  • Experience in partnering with Senior Stakeholders
  • Managing and Mentoring a team
  • Proven ability to perform ad-hoc analysis on different data sets, draw conclusions, highlight key issues and communicate findings
  • Expertise in all Microsoft Office applications – Excel, Outlook, Word and PowerPoint
  • Ability to take a holistic view, as well as attention to detail
  • Quantitative ability
  • Degree qualification
92

Financial Planning & Analysis Assistant Resume Examples & Samples

  • Day to day generation of reports (i.e. budgets, invoices, forecasts, simulations, analysis, pricing)
  • Report design, creation, population and dissemination
  • Day to day push of results to various stakeholders (i.e. department heads, client services, operating leaders)
  • Drive the implementation of initiatives, strategies and policies to ensure attainment of goals
  • Drive continuous improvement by tweaking processes, leveraging others, eliminating wastage, automating reports, etc
  • Bachelor's degree in required - Business, Accounting or Finance
  • Very good Excel skills
  • Excellent communicator, both verbal and written
  • Shows enthusiasm
93

Manager of Planning & Analysis Resume Examples & Samples

  • B.S. Degree or equivalent in Business related field
  • A minimum of 6 months in operations or financial analysis in any industry
  • Ability to communicate effectively with Guests, Team Members and Management in both written and verbal form
  • Excellent PC and spreadsheet skills
  • Ability to multi-task and meet deadlines
  • Strong organizational skills. Detail oriented, innovative, flexible, thorough, task oriented, can work independently with minimal direction
  • Must be flexible, able to handle multiple tasks, and establish priorities effectively
  • Must be able to obtain gaming registration for the jurisdiction in which the property is located
  • Must be able to access all areas of the casino as part of the requirements to perform duties as listed above
94

Financial Planning & Analysis Co-op Resume Examples & Samples

  • Prepare, review and analyze monthly estimate reports for the Income Statement, Balance Sheet and Statement of Cash Flows
  • Support the annual Plan process to include data analysis, presentation preparation, and consolidation of business unit inputs
  • Assists with corporate expense tracking and forecasting process, analyze cash flow by business unit, prepare variance analysis for key financial metrics, develop templates for new data requests, perform ad-hoc analyses, and other duties as assigned
  • Applicants should be Finance and/or Accounting major with proficiency in Microsoft Office applications
  • Strong Excel and PowerPoint skills with particular focus on the use of advanced features is a plus
  • Previous finance and/or accounting internship experience is preferred but not required
  • Applicants must be a Sophomore, Junior or rising Senior
  • Strong interpersonal, teamwork, and leadership skills
  • Good analytical, conceptual and problem solving skills to evaluate business problems and apply knowledge to identify appropriate solutions
  • Must be eager to learn, self-motivated, flexible, and accountable with the ability to effectively handle multiple tasks at one time
95

Planning & Analysis Director Resume Examples & Samples

  • Partner with the business leadership to drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to strategic objectives
  • Create sophisticated financial models that provide financial analysis and decision support to senior leadership on key business decisions. Advise business leadership of opportunities and risks impacting business performance. Propose potential solutions to complex problems
  • Lead the preparation of financial analysis, commentary and presentation materials for operational and executive review meetings
  • 6 years of related finance and accounting experience required. 8 years of related finance and accounting experience preferred
  • Professional accounting experience in a fast paced multinational organization preferred
  • Strong knowledge and experience with accounting principles including, but not limited to, Generally Accepted Accounting Principles (GAAP), Financial Accounting Standards Board (FASB) standards, audit pronouncements, financial analysis, cash management, and inventory management
  • Ability to maintain the highest level of confidentiality
  • Ability to define problems, collect data, establish facts, and draw valid conclusions, to prioritize and work in a multi-tasked environment
  • Ability to adapt to a flexible schedule
  • Proficient personal computer skills, including Microsoft Office and SAP
  • Ability to work in a team fostered environment
96

Planning & Analysis Director Resume Examples & Samples

  • Manage the financial planning process for the sales and client solutions department costs
  • Create, implement and produce reporting packages for sales and growth activity with comprehensive executive level explanations of variances and trends
  • Create sophisticated financial models that provide financial analysis and decision support to senior leadership on key business components. Advise business leadership of opportunities and risks impacting business performance. Propose potential solutions to complex problems
  • Lead the preparation of financial analysis, commentary and presentation materials for executive review meetings
  • Review, analyze and compare monthly and quarterly client financial performance against plan and other internal benchmarks
  • Track new sales activity, including management of Salesforce.Sales commission review and analysis
  • Minimum 5 years + of progressive finance experience in high growth companies
  • Experience with financial planning for a large enterprise, business unit budgeting and reporting, and financial modeling and analysis
  • Experience with performance management, scorecards, and dash boarding is highly desirable
  • Ability to work as a business partner with all business units, corporate and executive leadership is essential
97

Financial Planning, Analysis & Forecasting Resume Examples & Samples

  • Financial planning forecasting and analysis, covering , monthly/weekly revenue and expense forecasting and analysis, and annual financial planning
  • Involvement in the Group planning and forecasting process
  • Key role in an international team with the opportunity to gain insights into overall financials of the bank
  • Familiarity with management accounting processes and Microsoft Office products is an advantage
  • Ability to work under pressure and to tight timelines
  • Desire to learn the businesses and business processes being supported and contribute towards continuous process improvements
98

CIB F&BM Planning & Analysis Resume Examples & Samples

  • Interact extensively with technology while serving the interests of the business
  • Liaise with various Project teams to ensure timely completion of MIS initiatives
  • Ensure existing data/information assets are identified, stewarded and leveraged across various groups within the Central P&A team
  • Perform end to end review of all deliverables sent by the team to different stakeholders
  • Extraction, mining and analytics of data from the source MIS systems
  • Liaison with the P&A teams and other support groups
  • Identify and drive continuous improvement initiatives
  • Adhere to and encourage strict controls processes and environment
  • Design of dashboards and analytics tools to enable the business users and senior management to derive information and / or creatively analyze data
  • Hands on knowledge on BI Tools for automation and analytics
  • Business ownership of Technology systems and responsible for
  • Completeness of Processing
  • Data Integrity
  • Data Validation
  • Management Information Reporting
  • Policy and Procedure Management
  • 6+ years of Financial Service industry experience preferred
  • Knowledge of Investment Banking products and US GAAP
  • Strong technology exposure
  • Knowledgeable in aspects of designing and constructing reports and dashboards
  • Exposure to BI Tools (Cognos, Qlikview, SSRS, etc), SQL Server, Master Data Management tools (MDM, DRM), IBM Executive Viewer, Hyperion Essbase, IBM TM1 platform would be an added advantage
  • Ability to absorb and synthesize volumes of data and draw conclusions
  • Ability to work under pressure and to strict deadlines
99

CIB F&BM NA Global Treasury Services Planning & Analysis Lead-VP Resume Examples & Samples

  • Ad hoc analysis of the business and business drivers. Identify opportunities for business improvement and recommend actions across the business
  • Create transparency around capital and balance sheet usage by industry and client in order to optimize efficiency
  • Ability to work across senior levels of the organization in a leadership role
  • Understanding of Banking products and services
  • Strong partnerships / relationships across business management teams
  • Presentation/Communication – ability to present work and analysis to senior management and create high impact presentations
100

Country Expense Planning & Analysis Head Resume Examples & Samples

  • Min Bachelor's degree
  • Have 3-5 yrs experience in Business/Financial Planning & Analytics
  • Proactive self-starter with the ability to work independently and multitask under tight deadlines
  • Ability to stay organized and work effectively with shifting priorities and multiple deadlines
  • Excellent communication, interpersonal and organizational skills
  • The candidate will interface with various levels of management and operations/finance/technology/business partners throughout the organization; individual must possess strong analytical abilities
  • Tasks and responsibilities associated with Budgeting, Financial Forecasting and Planning
101

Planning & Analysis Consultant Resume Examples & Samples

  • Prepare Divisional Financial Information
  • Develop Financial Analysis
  • Perform Forecasting and Budgeting
  • Develop New Reporting Applications
  • Responsible for the preparation and production of financial information related to one or more divisions
  • Coordinates internal financial audits to ensure compliance with company policies and procedures and
  • May provide leadership, direction, and guidance to a small team
  • Maintains the processes related to financial support for one or more divisions or business units
  • Bachelor's Degree in Accounting or Finance or equivalent in relevant work experience required
  • Certified Public Accountant (CPA) or Master of Business Administration preferred
  • Four years of financial analysis experience required. Seven or more years of financial analysis
  • Experience with Human Resources Information Systems (HRIS), including SAP preferred
  • Subject Matter Expertise level understanding of key corporate finance principles and multiple valuation analysis
  • Proficient personal computer skills including Microsoft Office
  • Excellent interpersonal, written, and oral communication skills
  • Ability to prioritize and organize work in a multitasked environment
102

Global Planning & Analysis Controller Resume Examples & Samples

  • Manage and coordinate with high autonomy the actual reporting and consolidation across GDD organization including alignment with BPAs in the different units and divisions
  • Provide Development Finance with regular external costs reports and variance analysis for decision-making at project and function level (Horizon reporting) as well as a proper tracking of the monthly forecast to support the resource allocation process across GDD units
  • Lead and coordinate the implementation of the new global charging model in the actual reporting process, including the alignment with divisions and FRA Provide solid interpretation of the monthly actuals in comparison to budgets, prior year, latest outlooks, highlighting the key business drivers, risks & opportunities to be included in the presentations for senior management (DCN, MBR review with Group etc.)
  • Coordinate and support the Budget / Latest outlook processes and target setting for Development across all Global Line Functions and Franchises including appropriate communication of timelines, guidelines, etc
  • Coordinate the alignment with Divisional BPAs and GDD units on the planning and reporting processes in order to ensure timely and accurate system’s submission
  • Coordinate and report Global Drug Development budget shifts and boundary adjustments through key interactions with units and regions, including coordinate the bonus accrual process and tracking across GDD
  • Key contact to coordinate NBS processes and boundary adjustments across GDD Provide financial support to Head FP&A and Head BPA for ad-hoc projects as required
  • Key contact for GDD financial IT landscape and processes (BPC, FCRS, HORIZON etc.) including their maintenance and constant process improvement in order to facilitate and increase alignment of financial processes & reporting across GDD
103

CIB F&BM Banking Planning & Analysis Head-executive Director Resume Examples & Samples

  • Define priorities for the global team, oversee core processes to ensure timely, robust, accurate and relevant analysis is provided to business heads, business management, central CIB P&A, corporate, and other stakeholders
  • Lead financial analysis across the franchise, and have the ability to translate financial / operational data to meaningful information / analysis resulting in improved business performance
  • Lead the annual budgeting and monthly forecasting processes
  • Provide functional leadership for Banking CCAR/ICAAP capital stress testing, risk appetite processes and present at regulatory and senior management meetings
  • Assist in ad-hoc business strategic projects and providing analytics to the CFO
  • Continue developing deeper analytical capabilities of the organization to provide business-focused support
  • Strong partnership skills with proven experience of collaborating with and influencing others across functions and product and locations
  • Outstanding presentation and communication skills with the ability to demonstrate the gravitas required to influence at business head level
  • Ownership for resolving issues with any development intervention or follow-up necessary
  • Minimum of 10 years of business and financial management experience
  • Able to organize a large geographically dispersed team delivering high quality core reports and being nimble to deliver adhoc requests
  • Process-oriented, with focus on continuous streamlining/improvement
104

Assc Dir-fin Planning & Analysis Resume Examples & Samples

  • Review existing models and align with MA-wide approach
  • Analyze the sales pipeline and track the progress of opportunity life cycles, to help understand the new business prospects
  • Support MAKS in their pursuit of commercial opportunities, focused on organic growth, by providing ad-hoc analysis on customer and market information
  • Understand sales operation workflow including pricing and products, to support recommendations for technical framework of sales analytics
  • Provide recommendations to senior management to drive business performance, including the identification of potential risks and opportunities
  • Collaborate with Moody’s Analytics senior management team, FP&A colleagues, Business and Corporate Planning, Accounting, HR, and Corporate Development
  • Bachelor degree in Finance, Accounting, or Management; MBA preferred
  • 10+ years of analytical and strategy experience, preferably within Financial services industry
  • Extensive experience with building annual operating plans, budgets, and forecasting
  • Demonstrated "big picture" strategic thinking and the ability to provide recommendations to individual business units
  • Demonstrated capabilities in project management and tactical execution within a financial services setting
  • Senior executive management skills, including ability to negotiate complex relationships across multiple stakeholder groups
  • Strategic influencing skills to ensure alignment to strategic objectives across functions, departments and stakeholders
  • Excellent communication and negotiation skills, capable of building enthusiastic support for new ideas and converting resistance to endorsement. - Superior skills with Microsoft Office applications (Excel, PowerPoint, Word, Outlook)
  • Knowledge of Hyperion Planning and Smartview is preferred
  • Exposure to PeopleSoft Financials general ledger
105

Wholesale Planning & Analysis Intern Resume Examples & Samples

  • Provide support updating in-season and pre-season planning documents such as the Open-to-Buy (OTB) and vendor plans
  • Assist Planner in weekly/monthly/seasonal reporting and analysis of the following
  • Knowledge of Microsoft Office (Outlook, Word, PowerPoint, Excel)
  • Detail oriented, strong organizational skills, including ability to prioritize
106

Financial Planning & Analysis Lead-services Resume Examples & Samples

  • Deliver timely and accurate monthly results and variance explanations to business leaders
  • Participate in preparation files for critical financial review meetings with leadership
  • Responsible for the coordination and tracking of investments for the NA HVAC business, including district offices, streams, and functional spend
  • Provide support for systems and reporting implementations, including validation, testing, and training activities
  • Support the Service stream by providing support on general financial questions, analysis of tools/templates, and provide training on financial tools/systems (including Essbase and Webforms for HRPLAN, PLAN2, ASO, and HFM)
  • 7 plus years finance/accounting experience, with strong business acumen and understanding of financial statements
  • Must have very strong PC/Microsoft Office skills, particularly advanced Excel expertise
  • Strong analytical and problem solving skills, critical thinking and ability to multi-task
  • Ability to work independently, implement process improvements, and perform in a fast-paced environment
107

Financial Planning & Analysis Intern Product Ops Resume Examples & Samples

  • Completion of at least 2 years of undergraduate work before start of internship
  • Familiarity with Microsoft Excel and PowerPoint; experience with R, Python, or SQL is a plus
  • Highly self-motivated, curious, and comfortable with ambiguous challenges
  • Ability to communicate effectively (written, oral) with the team
  • Experience working with data (wrangling, cleaning, summarizing, etc.), including at least one major quantitative research project desired (e.g., stats or econometrics term papers)
108

Financial Planning & Analysis Undergraduate Intern Resume Examples & Samples

  • Lead an initiative that supports the further maturation of Bloom’s FP&A financial processes and/or systems, including: process/system requirements analysis, design, development and deployment; this project will be presented by the intern to senior management at the end of the internship program
  • Support ad-hoc reporting and analysis for senior management and Bloom investors
  • Pursuing a Bachelor's Degree in Finance, Accounting, Economics or related field
  • Collaborative and team-oriented
  • Ability to interact with a wide variety of Bloom stakeholders, including engineering and operations functions, senior management and external partners
  • Highly-driven and self-motivated
  • Intermediate Microsoft Excel and PowerPoint skills
109

Financial Planning & Analysis MBA Intern Resume Examples & Samples

  • Model financial business cases for potential business opportunities for both internal programs and external initiatives with Bloom’s business partners
  • Support profit and loss modeling and analysis
  • Bachelor's Degree in Finance, Accounting, Economics or related field
  • Pursuing an MBA (or equivalent) or graduated from an MBA program within the last 6 months
  • Strong analytical and critical thinker
  • Highest standards of accuracy and precision; highly organized
  • Articulate with excellent verbal and written communication skills with an ability to synthesize complex financial information for senior management
  • Ability to think creatively
110

CIB F&BM Core Planning & Analysis Head-executive Director Resume Examples & Samples

  • Excellent problem solving skills, attention to detail and determination to succeed
  • Provide monthly, quarterly and ad-hoc management reporting on business performance together with relevant analysis to aid business heads/CFO in decision making
  • Ensure processes are in place to provide the proper level of transparency on expenses with a focus on key drivers; review expenses and driving reductions in the business cost base
  • Must be able to control and deal with a wide range of business as usual and development activities whilst retaining attention to details at the same time
  • Comfortable operating in a demanding and fast-paced environment
  • Demonstrated ability to partner well and influence others
111

Dir Rest Planning & Analysis Resume Examples & Samples

  • Annual budgets
  • Monthly reporting and analysis
  • Financial and analytical support provided to Regional Operations Vice Presidents and their respective teams
  • Monthly forecast
  • Special requests and projects aimed at improving sales and profitability
  • Working knowledge of accounting/financial theory and practice
  • Demonstrated analytical and research skills
  • Proficient PC skills and experience with financial applications (Excel, Word, Power Point, ESSBASE)
  • 10+ years experience required
  • CPA, CMA, CFM or MBA preferred
  • Experience with multi-unit restaurant or retail industry preferred
112

Executive, Financial Planning & Analysis Resume Examples & Samples

  • Participate in monthly reporting and forecasting process (P&L, Balance Sheet, Cashflow, CAPEX, Enrollment)
  • Participate in yearly budgeting and long range plan process
  • Compile and reconcile data to support financial and operational reporting and routine analytical reviews
  • Perform quality assurance reviews to ensure all deliverables meet reporting requirements and in quality
  • Assist with on-going operation efficiency projects as well as strategic initiatives
  • Assist with ad-hoc analysis/tasks under FP&A scope of responsibility
113

VP-fin Planning & Analysis Resume Examples & Samples

  • Manage core planning functions for the corporation including results analysis, forecasting, annual budgeting and strategic planning
  • Responsible for leading the annual budget and quarterly forecasting processes, developing analysis to support senior management decision making processes and preparing Board-level reporting
  • Manage periodic P&L actual/budget/forecast variance analysis during the monthly/quarterly close processes and act on results to assist in effective business management
  • Contribute to strategic reviews of compensation programs
  • Oversee forecast modeling, accounting accruals and reporting for existing compensation programs
  • 10+ years of business experience in financial planning and analysis role
114

Svp-infrastructure Financial Planning & Analysis Group Manager Resume Examples & Samples

  • Working with Financial analysts across the globe to understand the global CTI recovery model, monthly charge-outs, recoveries and EBIT position
  • Produce monthly flash, forecast and outlook reporting, review and present to senior management, Technology teams and to the ICG businesses
  • Prepare annual and quarterly financial impact analysis of new business investment in Citi’s investment forecasting tools; Book of Work (BoW)
  • Develop working relationship with CTI operations and project delivery groups to understand inventory tracking and control for financial trend reporting and forecasting
  • Work with the business on financial tracking mechanisms and trend reporting in order to drive appropriate forecasting and impact customer behaviour and demand
  • Deliver strategic improvement initiatives that help identify and drive cost efficiency opportunities by working with application, and infrastructure teams
  • Creation of Total Cost of Ownership for Application (TCOA) models, product driver analysis, product variance analysis and rate/volume analysis
  • Perform benchmarking, both internally and externally, on behalf of the customer
  • Proven experience at an advanced level in Financial Planning and Analysis environment
  • Substantial financial and accounting experience in financial services and /or high-tech environment
  • Requires 3+ years in a customer facing/engagement role supporting investment banking clients across all products
  • Requires excellent verbal and written communication skills, easily interacting with people across a multitude of backgrounds and levels
  • Manage full year plans and periodic forecasts of business expectations
  • Working knowledge of ABC (Activity Based Costing)
  • Ability to incorporate current and upcoming business initiatives into quantifiable and relevant financial impacts within short and long term financial plans
  • Pinpoint variances between forecasts and results on month and quarter ends across the business. Work with support teams to determine the origin of variances. Communicate potential risks and opportunities
  • Increase transparency of operating expenses drivers by requiring enhanced accountability of individual business groups
  • Able to analyze results versus forecast/ plans by using and developing metrics and ad-hoc analysis to determine variances and future trends
  • Possesses a strong understanding of control environment: ensure accuracy, completeness, and timeliness
  • Bachelor’s Degree, or equivalent work experience with 8+ years’ experience in a financial analysis role preferred
  • Experience working in a global environment in a complex/matrix organization
  • Role will require a proven ability to develop and manage relationships at all levels
  • IT literate with a strong emphasis on Excel and PowerPoint
  • Experience in financial services preferred, with working knowledge of all investment banking sectors
  • Any post graduate or professional qualifications a plus. Any technical coursework/qualifications also a plus
  • Candidate needs to be able to work independently, have a strong ability to multi-task to meet tight deadlines, and have excellent communications and interpersonal skills
115

Senior Associate, Planning & Analysis Resume Examples & Samples

  • Review and analyze monthly expenses
  • Review, track, verify, and process vendor invoices
  • Create, monitor, and track internal capital invoices
  • Develop/update monthly processing reports
  • Participate in the quarterly reprojection package creation
  • Manage analytical projects
  • Work closely with the Hardware & Software Acquisition team on Japan orders
  • Perform ad-hoc reporting and analysis
  • Strong communication and interpersonal skills as this individual interfaces frequently with business unit contacts both in the US and internationally
  • Strong organization skills and the ability to be flexible and manage multiple priorities while working under tight time constraints
  • Self motivated worker who is able to function independently with limited guidance
  • Strong analytical/problem solving skills
  • Position requires great attention to detail and accuracy
  • Strong systems aptitude, with specific knowledge of Microsoft Office suite ( Excel, Word and PowerPoint) and Lotus Notes Database functionality
  • Understanding of Information Technology terminology and platforms is a plus
  • College degree in a business oriented major (Information Management, Accounting/Finance)
  • Ability to work flexible hours when necessary to accommodate International time zones
  • Ability to travel Internationally as needed
116

Enterprise Financial Planning & Analysis Resume Examples & Samples

  • Provide insight, modelling and analytical support to Regions/Countries on revenue recognition and allocation
  • Evaluate markets metrics and how they inform financial performance metrics
  • Identify improvements to enablement solutions for revenue and margin analytics
  • Support the annual enterprise rates setting process (Cost Rates, Revenue Billing Rates)
  • Work closely with technical team members on the design and maintenance of the financial applications that support the rates setting process, engagement/account margin, and revenue analysis
  • Assist with design and development of materials to support use of Enterprise Planning/Analysis tools
  • Involved in Financial Analysis, particularly focused on the Markets view of revenue and margin
  • Enablement - assess, drive efficiencies and optimization into enterprise planning and analysis solutions
  • Understand complex problems; design approach to solving issues
  • Strong analytical and MS Excel modelling capabilities a must
  • Ability to understand complex problems and design solution approaches
  • Solid understanding of markets metrics (including engagement economics) and both markets and financial reports
  • Excellent interpersonal, client service, communication (verbal/written), organizational and project management skills
  • Ability to work with a global mindset
  • Ability to react appropriately under pressure and meet tight deadlines
  • Ability to work with large data sets, basic MS Access and SQL skills would be a distinct advantage
  • Familiarity with the Hyperion suite (SmartView, Essbase, Planning, Reporting) would be a plus
  • Ability to knowledge share with team members
  • Receive direction rather than supervision
  • Manage the activities of multiple priorities
  • 5-10 years’ experience in a medium to large environment designing solutions and performing financial analysis
  • Experience with managing Planning and Forecasting processes
  • Experience with the following tools would be a distinct advantage: Hyperion Planning, SmartView, Essbase, SQL
117

Retail Services Financial Planning & Analysis Lead Resume Examples & Samples

  • Analysis – Develops, prepares, and presents analysis, presentations, and reporting for internal management on a scheduled and ad-hoc basis. Analysis will include segmentation of key portfolio drivers and metrics, balance composition, and yield/revenue analysis. Develops and prepares periodic reporting and analysis for client
  • Month-end close – Prepares month end financial reports, including detailed causal variance analysis, P&L statements, and key financial metrics. Communicates results and analysis to partner management team and finance stakeholders
  • Perform ad hoc portfolio analysis as required
  • Written and verbal communication skills – role is required to be able to present multiple clients and varying key themes in a concise manner to Business Senior Management
  • Able to multi-task – conflicting time pressures during close or forecast periods require prioritization skills and the ability to work well under pressure
  • Undergraduate degree required, MBA a plus
118

Manager of Financial Planning & Analysis Concessions Resume Examples & Samples

  • Act as a liaison with Account Management to monitor and communicate revenue risks
  • Using key metrics to determine risk areas, engage with Account Management and Leadership to develop effective resolution strategies to preserve revenue and maintain healthy member relationships
  • Work closely with Legal department to review and approve contractual amendments
  • Collaborate with the contract booking and billing teams to assist with ensuring contractual amendments are properly entered for revenue and invoicing purposes
  • Report and analyze revenue risks on a monthly basis to management and flag high risk situations
  • Maintain a comprehensive understanding of revenue recognition standards to ensure proper modeling of revenue risks
  • Develop a basic understanding of company products across the firm
  • Participate in conversations with members as required in regards to collections or renegotiation situations
  • Bachelor’s Degree from an accredited College/University
  • Accounting or Finance experience
  • 4 years of relevant work experience
  • Leadership experience
  • Proven team collaboration experience
  • Proven staff management experience
  • Ability to communicate effectively, both oral and written, with senior executives
  • Experience managing a team towards a goal
  • Demonstrated accounting knowledge
  • Proven experience managing multiple, competing priorities
  • Experience finding multiple solutions to a complex problem
  • Ability to successfully overcome challenges or obstacles
  • Experience developing personal organization tactics to meet business goals
  • Ability to work independently and within a team environment
119

Planning & Analysis Consultant, Senior Resume Examples & Samples

  • 9+ years of experience in a professional work environment
  • Experience with supporting operational elements of intelligence community (IC) efforts or operational military units, combatant commands, or operations commands
  • Knowledge of the IC’s strategic objectives and military support strategies
  • Ability to work independently at senior management levels within the IC
  • Ability to communicate effectively both orally and in writing, including conveying technical information
  • Ability to work independently with minimal or no oversight
  • Ability to manage data
  • HS diploma or GED and 2 years of experience in a professional work environment or BA or BS degree
  • Experience with articulating detailed and structured recommendations to senior management and staff members to support decision making
  • Experience with formulating, analyzing, and resolving plans, policy and business issues
  • Knowledge of Global Force Management Allocation Plan (GFMAP) processes, including the roles of Joint Staff, force providers, and combat support agencies
  • Ability to work in a demanding and dynamic environment
120

Manager, Franchise Planning & Analysis Resume Examples & Samples

  • Work closely with senior management teams to provide analytical support and modeling including competitive, ultimates, forecast, film and TV Share and varied ad hoc requests
  • Contribute to ongoing decision support and strategy
  • Development of executive and communications prep documents for earnings, press releases and other events
  • Support strategic franchise initiatives using analytics and other information
  • Manage complex projects with minimal direction
  • Sift through multiple types of information to distill key insights and develop recommendations to make key strategic decisions
  • Creation of periodic reports and presentations to senior management
  • Collaborate and liaise with the international finance teams to address requests and analytics on various franchises and initiatives
  • Preparation of key deliverables for senior management teams in DCPI Franchise, Investor Relations, Corporate Franchise Management, Studio, Media Networks and other TWDC groups and segments
  • Drive market Research and Insights to support strategic decisions in DCPI and across the enterprise
  • Guiding and mentoring of senior analyst
  • Provide direct financial and analytical support for the DCPI franchise team
  • Minimum 2 years of previous management experience
  • More than 5 years of robust financial analysis in fast-paced environment
  • Proven ability to manage multiple priorities and meet deadlines
  • Experience managing processes and projects that involve collaborating with teams across the enterprise
  • A passion for problem-solving and intellectual curiosity
  • Ability to be decisive and have a high level of comfort with ambiguity
  • Extensive Excel and PowerPoint capabilities (data consolidation tools (Cognos, Microstrategy) also preferred
  • Excellent oral/written communication and presentation skills, able to develop compelling and credible arguments,ability to tailor messages for the audience, articulate and clear
  • Experience with analyzing data and creating business models in a consumer-focused company (consumer goods, retail, or entertainment ) a plus
  • Experience in management consulting or investment banking a plus
  • Bachelor’s Degree required preferably in a quantitative field
121

Manager International Financial Planning & Analysis Resume Examples & Samples

  • Analytical experience; advanced knowledge of excel and power point
  • At least 4-5 years of prior experience, preferably at a large media company
  • Prior media experience
122

Senior Manager of Financial Planning & Analysis Resume Examples & Samples

  • Provide leadership, coordination and management of the monthly forecast, annual plan and long term plan
  • Work closely with accounting team on matters such as the annual audit and goodwill impairment analysis
  • Ability to structure problems, perform analysis and present recommendations to senior management
  • Report on the financial performance of the company to senior leaders
  • An ideal candidate will have experience in optimizing finance processes for speed, agility and insight
  • Proactively develop, maintain and extent strong networks and trust-based relationships
  • Develop ad-hoc business cases and present them to senior management
  • Promote effective work practices related to financial management
  • Interact monthly with current shareholders; interact on an ad-hoc basis with potential shareholders
  • Bachelor’s degree in Finance, Accounting, Economics or other technical discipline. MBA strongly preferred
  • 7-10 years of relevant corporate finance experience. Other types of experiences will be considered if it demonstrates the problem solving, financial acumen, and business partnering skills required
  • Advanced modeling skills including advanced Excel skills
  • Strong working knowledge and experience with enterprise reporting and planning systems tools (e.g. Hyperion)
  • Ability to work with Senior Business Partners in fast paced business environment. A passion for delivering results and building trust with senior leaders
  • Strong written and verbal communication skills with a customer focused, professional demeanor
  • Proven ability to meet tight deadlines and prioritize workload
  • Strong presentation skills, effective communicator with various audiences, both internally and externally
  • Experience with Hyperion Planning and Essbase tools (Hyperion Planning, Workspace, Smart View, Financial Reporting Studio) preferred
123

Intern, Global Financial Planning & Analysis Resume Examples & Samples

  • Support initiatives including: ongoing development of management reporting through projects and reporting activities, M&A financial integration efforts, special projects benefiting the Finance organization, and support of the global product reporting process
  • Create financial reports / analysis
  • Coordinate project materials, meetings, and communications
  • Track project status and report to project owners
  • Provide support for the Global Product Profitability submission and reporting process
  • Complete testing and reconciliation for management reporting projects
  • Assist Finance colleagues with training and support of processes and applications
  • The successful candidate will have preferably completed a minimum of their sophomore year and be currently enrolled in an accredited college or university in a Finance, Accounting, or Information Technology degree program, or a related field of study. A minimum 3.0 GPA is strongly preferred. Related experience and/or education may be considered
  • Must possess knowledge of Finance and Accounting principles
  • Must possess the ability to utilize Microsoft Excel, Word, and PowerPoint
  • Must be an organized, self-starter who is able to communicate effectively
  • Proficiency in speaking, comprehending, reading and writing English is preferred
124

Lead-financial Planning & Analysis Resume Examples & Samples

  • Supports the financial analysis requirements of all-operating Market and headquarter departments including Marketing, Network, Strategic Planning, IT, and Customer Service
  • Develops financial models, tools and corresponding assumptions used to evaluate the profitability and shareowner value potential new product development and major company financial decisions
  • Analyzes the financial profitability of new and existing, voice and data, products and services through the development of business cases and discounted cash flow models
  • Performs financial analysis supporting ad hoc business requests
  • Prepares financial presentation materials and formal business case documents for use with senior management with opportunities to present this material to senior management
  • Single customer LTV: Responsible for updating financial models with current financial reporting trends; periodically review assumptions to ensure accurate modeling results; incorporate new functionality into the model; and troubleshoot the model
  • 2-5 years of diversified experience with emphasis in Financial Analysis and Planning. Experience in Business Development, Strategic Planning, Marketing or Accounting a plus
  • Possesses excellent analytical and problem solving skills, familiarity with Data Warehouse, Essbase, dashboards and other reporting sources
  • Strong analytical and financial modeling skills
  • High proficiency with spreadsheet, word processing, and presentation software
  • Excellent verbal and written communication, organizational and interpersonal skills
  • Understanding of key industry metrics and wireless financial and operational drivers
  • Broad based knowledge of wireless telecommunications industry
  • Ability to work effectively under tight time constraints and deliver results by critical deadlines
125

Intern, Global Financial Planning & Analysis Resume Examples & Samples

  • Support initiatives including, annual strategic planning process, monthly forecast process, various partner finance (IT, HR, etc.) projects and initiatives as well as other projects as needed
  • Assist with the monthly forecast process including consolidation of domestic and international operations. Develop an understanding of the business risks and opportunities
  • Assist with the annual strategic planning process including providing financial and analytical support for Mylan management
  • Provide financial and analytical support to help functional leaders understand the key business drivers impacting their forecasts
  • Develop an understanding of consolidated Mylan financials and perform analysis related to the consolidated forecast, budget, and strategic plan
  • Gain familiarity with global financial systems such as HFM and Hyperion Planning
  • Develop presentations and other materials for review with Mylan Executive leadership
  • The successful candidate will have preferably completed a minimum of their junior year and be currently enrolled in an accredited college or university in an Economics or Business area. A minimum 3.0 GPA is strongly preferred. Related experience and/or education may be considered
  • Must possess knowledge of accounting, finance and / or business information systems
  • Must possess strong analytical and problem solving skills as well as excellent oral and written communications skills. Strong knowledge in MS Office – in particular Excel – is highly preferred
  • Familiarity with financial systems such as HFM also highly preferred. Furthermore an ability to contribute as a team member within a dynamic and fast-paced organization is essential
126

Associate Financial Planning & Analysis Director Resume Examples & Samples

  • 8+ years of Public Accounting and/or Private Industry
  • Microsoft Excel proficient (Pivot Tables and V-Look Ups)
  • Previous experience working with the Pharmaceutical company
127

Lead, Financial Planning & Analysis Resume Examples & Samples

  • Assist in establishing the systems, processes, tools and infrastructure for FP&A to support the Company’s growth
  • Drive the analysis of the financial impact of new products and distribution channels
  • Lead and contribute to business case development or new strategic initiatives
  • Responsible for maintaining and improving business forecast models
  • Analyzes trends in revenue, expenses, sales and general business conditions including partner performance
  • Assist in annual budgeting process
  • Compiles standard reports to communicate results, variances and other findings to senior leadership and management on monthly and quarterly basis
  • Develops complex financial models, documents assumptions, and reviews outcomes
  • Assists with due diligence for enterprise-wide strategy, product launches, and mergers and acquisitions, as well as other ad-hoc analyses
  • Bachelor's degree in Business Administration, Accounting, Finance, Math, related field, or equivalent experience
  • At least 4 years of demonstrable experience performing financial analysis with strong financial data and analysis skills
  • Initiative to identify business questions, scope and logically structure an analysis, extract relevant insights and communicate with a point of view
  • Strong communication skills and attention to detail required
  • Strong Excel and PowerPoint skills required. SAP and BI experience preferred
  • Experience with variable annuities, life insurance, mutual funds preferred. Experience with due-diligence, mergers and acquisitions a plus
128

Hub Planning & Analysis Intern Resume Examples & Samples

  • Station performance reporting and evaluation
  • Creating forms, reports, and databases utilizing available software and data sources to support the department
  • Staffing analyses for 2,000+ airport employees
  • Time & motion studies for various airport processes
  • Development of Excel models for improved real-time and historical trend analysis and reporting
  • Analysis and reporting hub budget
  • Preparing financial justifications (creative/persuasive writing) for hub capital projects and staffing requests
  • Presentation development for management
  • Hands-on airport operations experience
  • Refined skills with MS Office (chiefly MS Excel and PowerPoint); familiarity with software programs used in conducting quantitative analysis and presentations
  • Interest in optimization, problem-solving and process improvement
  • Ability to make independent judgments and decisions while taking ownership of job responsibilities
  • Possess a valid U.S. driver’s license and the ability to pass a background check
129

Senior Manager of Financial Planning & Analysis Resume Examples & Samples

  • Oversee and coordinate the preparation and review of annual operating budgets and long-term financial plans
  • Execute the enterprise formalized budget and budget process
  • Assist Chapters, Product Lines, and Departments with the preparation and review of financial plans, forecasts, and reporting
  • Coordinate and execute the quarterly forecasts process across entire organization,
  • Coordinate monthly financial reviews with senior management
  • Analyze and interpret monthly, quarterly and annual results compared to approved budgets with variance analysis, as well as identify risks and opportunities
  • Provide financial support, analysis, and management for current and future organization strategic initiatives
  • Partner with accounting to reconcile management reporting with financial books and records
  • Communicate and solicit feedback with senior management to ensure that processes, timelines, and reporting requirements meet their changing needs
  • Forecast the organization’s consolidated cash flows and balance sheet
  • Support senior management in the execution of financial transactions, the preparation of materials for board and audit committee meetings, and financial institutions
  • Maintain a working knowledge of the LLS mission and programs to promote the field and campaign fundraising initiatives
  • Bachelor's Degree, MBA preferred in Accounting, Finance, or Business
  • 7+ years finance experience at the corporate level with 5+ years of financial planning & analysis
130

CIB F&BM Cao-planning & Analysis Resume Examples & Samples

  • Solid organizational skills and ability to prioritize
  • Excellent multitasking/prioritizing skills and ready to deliver under a challenging environment
  • Interacts effectively with peers and senior management
  • Process-oriented with focus on continuous streamlining/improvement
  • 6 to 8 years of experience in finance/accounting, preferably in the financial services industry, P&A or CFO experience a plus
131

Financial Planning & Analysis Summer Intern Resume Examples & Samples

  • Assist with the preparation of the monthly operating and capital forecast
  • Perform variance analysis on forecast results
  • Coordinate and compile data for monthly and quarterly presentations
  • Perform special projects as directed by Supervisor, and interface with corporate office as necessary
  • High School Diploma
  • Current undergraduate college student seeking a bachelor's degree in Finance or Accounting
  • Strong proficiency in Microsoft Excel
  • Analytical team player, self-motivated and a self-starter
  • Previous hospitality or timeshare internship or work experience
  • Previous finance or accounting internship or work experience
  • Strong organizational skills in a fluid, entrepreneurial corporate environment
  • Proficiency in Microsoft Office Suite
  • Completed junior year
132

HBO Coordinator Planning & Analysis Resume Examples & Samples

  • Pulls data and develop regular analyses to monitor franchise sales performance, informing key HBO stakeholders (i.e. Product Management & Account Management) of key insights
  • Become in-department expert on all available data sources (Business Objects, MediaMorph, Warner Category Management, etc.)
  • Collaborate with Product Management & Account Management teams to understand their key business challenges and analytic needs, and support Manager in creation of actionable analyses for these groups
  • Pro-actively develop on-going and ad-hoc analyses, including catalog performance, pricing, competitive trends and retailer performance / findings
  • Compile and analyze Media & Entertainment market trends (primarily in the Home Entertainment & SVOD categories)
133

CIB F&bm-planning & Analysis Associate Resume Examples & Samples

  • Support the development of reporting initiatives including weekly revenue reporting, International Reporting Framework and business performance analysis
  • Assist the team lead/subgroups on mission critical activities
  • Partner with P&A teams (both regional & global) within and outside CIB to drive international reporting agenda
  • Act as point of contact for various infrastructure and strategic projects – regionally and globally
134

Financial Planning & Analysis With English Resume Examples & Samples

  • University degree in economical field
  • Relevant experience in accounting
  • Understanding of US GAAP, IFRS & SOX requirements
  • Good understanding of end to end accounting cycles
  • Analytical thinking and organized person
  • Experience in a multinational and multicultural environment is a plus
  • Computer literacy and working knowledge of Microsoft Office
  • Driven and enthusiastic personality
135

Financial Planning & Analysis, VP-latin Resume Examples & Samples

  • Will work to support both Americas standard financial views and LatAm internal management views, by uniting and managing the underlying data sets
  • Lead the reconciliation and analysis for “Actual to Estimate” for the business unit, including both the accounting results and the “collaboration” credit for shared accountability
  • Ensure appropriate review and accountability for forecast variances and the impact on future forecast periods, for timely, consistent and actionable projections
  • Work with LatAm planning team to integrate pipeline forecasts are integrated into the revenue / BS forecast and that the pipeline is syndicated with product organizations within MUFG
  • Work with LatAm planning team and local offices to improve the timeliness and consistency of the forecasting process, leveraging telephone and Webex meetings as well as emails, in order to improve the flow of information and the consistency of process
  • Develop and maintain Essbase retrievals to link standard reporting templates to the foundational data set
  • 7-10 years experience in managerial accounting in financial sector
  • Strong financial reporting knowledge required
136

Intern Planning & Analysis Resume Examples & Samples

  • Working on projects related to key business priorities determined by their home properties
  • Exposure to property and company senior leaders
  • Rotating through critical functional areas
  • Participating in company-wide training programs, and attending executive team meetings
  • Providing support to Functional Leaders and General Managers
  • Building relationships with department leaders, executive team, supervisors, and employees
  • Developing and presenting a final project to the executive team which may be used to influence business strategy moving forward
  • Assist in the preparation and maintenance of the various monthly, quarterly, year-end and as-needed performance metrics
  • Assist in collection, preparation and maintenance of internal and external slot machine performance and setting data
  • Support the preparation of analysis, commentary, and presentation materials for department and property reviews including both financial results, business initiatives, customer behavior, slot machine operation and maintenance, etc
  • Assist with reporting and analysis and organize results in a meaningful and concise manner
  • Analyze trends and KPIs related to company performance, perform regular data quality audits on existing data in the data warehouse
  • Utilize business intelligence tools to create interactive reports and dashboards to help operators understand their business and make data-driven decisions
  • Collaborate with Business Intelligence team and others to standardize reporting and automate reports if possible
  • Perform related duties and responsibilities as required
  • Enrolled in, or graduate of an accredited university in a quantitative discipline (e.g. computer science, mathematics, engineering, statistics etc.)
  • Minimum cumulative GPA of 3.0 or higher
  • Basic scripting and programming skill is required
  • At least 21 years of age by the start of the program, currently planned for early May 2017
  • Available for the duration of the program for full time employment (40hrs/week), working varied shifts including holidays and weekends
137

Planning & Analysis Intern Resume Examples & Samples

  • Work with the Planning and Analysis Team on ad hoc reporting and analysis requests from business organizations
  • Data analysis covering employee lifecycle activities such as hiring, promotions, and organizational movement
  • Assist in developing and maintaining standard work for key processes
  • Assist HR Managers with other tasks and key processes
  • Presentation development
  • Provide best in class customer service to client groups and employees
  • Data management
  • Math, Statistics, Computer Science, Psychology, and/or Sociology knowledge is a plus
  • Experience with Excel macros, Access, SQL, or other databases is a major plus, but not required
  • Excellent learning agility
  • Intermediate MS Excel and PowerPoint skills, beyond the basics
138

Analyst, Ops Planning & Analysis Resume Examples & Samples

  • Responsibility #1
  • Use modeling software, create, document, and refine statistic-based predictive models for a range of internal customers to identify areas of growth and capitalize on opportunities (20% time)
  • Responsibility #2
  • Partner with Yield to evaluate marketing channels and recommend solutions of increased profit by evaluating sales efficiencies and other key performance indicators (10% time)
  • Responsibility #3
  • Develop, implement and maintain data models to incorporate statistical forecasting and support inventory and reservation systems for all resorts in WVO (30% time)
  • Responsibility #5
  • Preparation of monthly forecast deliverables, management reporting and budget preparation and management (40% time)
  • Excellent strategic, analytical and creative thinking aptitude in both an independent and team environment
  • Must be self-motivated, being able to manage multiple projects while incorporating work style with team objective
  • Must be well organized and able to perform under stressful situations
  • Must be able to communicate and partner effectively with all levels of the organization
  • Must be decision-minded, capable of providing senior management clear paths to optimal results desired
  • Experience with SAS Data Miner / Forecast / Statistical modeling software (2+ years)
  • Experience with database software applications and data mining tools (2+ years)
  • Expertise with Microsoft Excel and Access
  • 2+ years’ experience in statistical analysis and forecasting required
  • Timeshare, Hotel, or Travel industry experience a plus
139

Intern Financial Planning & Analysis Resume Examples & Samples

  • Assist the EMEA FP&A team in providing analysis and insight for the EMEA region with a specific focus on the Central Europe region (Germany, Austria/Switzerland, Eastern Europe)
  • Support the monthly closing and quarterly forecast and budget processes
  • Improve current reporting (quality / granularity / automation) to support business decisions
  • Maintain and improve automated reporting tools and provide recurring reports and sales analysis to business partners directors
  • Help with monthly variance analysis of revenue and costs vs budget/forecast
  • Assist in pulling out data decks and ad-hoc analysis for regional sales and operations support
  • Participate to the quarterly forecast process
  • LI-BH1
140

Coordinator, Financial Planning & Analysis Resume Examples & Samples

  • Organize and prepare executive level presentations, including creative components such as graphic design, audio and video elements as needed
  • Prepare and coordinate development of basic financial analyses, models and charts to support business analyses
  • Establish and maintain effective administration and planning systems including source materials, resources, and shared drives
  • Organize and coordinate office operations for executives in fast paced environment, providing admin support to VPs and other executives as needed
  • Contribute to and periodically leading departmental special projects, events and committees, such as team building & lunch & learn sessions
  • 2-5 years work experience in a professional environment
  • Strong presentation skills using PowerPoint
  • Outlook, SAP Workplace, Windows 7, Microsoft Word 2010, Excel, , SharePoint and Adobe Acrobat expertise
  • Prior graphic design experience & comfortable managing large data
  • Experience in a professional setting
  • Experience managing projects, coordinating events
  • 1-2 years of administrative experience
141

Senior Analyst Service Recovery Planning & Analysis Resume Examples & Samples

  • Participate in the development of an overall Service Recovery plan for the company and lead highly visible projects across multiple departments to support the plan
  • Perform in-depth analysis of customer data to identify service delivery gaps and suggest measures to improve performance
  • Perform extensive analytical and statistical interpretation of internal Customer Relations and CBRO data and prepare reports to present the findings to senior management
  • Support strategic direction for Service Recovery through measurement and analysis of key performance metrics
  • Act as an owner of the airline performance data, serving as main contact point for operational data requests and statistical analyses
  • Assist the Service Recovery department leadership in modeling work flows to determine appropriate headcount requirements
  • Strong project management skills, including experience managing projects across departments
  • At least 2 years of experience with data extraction, manipulation and analysis
  • Experience with relational databases is desirable
  • Ability to independently query a database to extract relevant information is highly desirable
  • Proficient with Microsoft Office applications (MS Excel, Access and PowerPoint); advanced knowledge of Microsoft Excel and Tableau is desirable
  • Experience with data extraction tools and methods (SQL, SAS, Access, etc.)
  • Advanced aptitude in problem-solving, including the ability to logically structure an appropriate analytical framework
  • Excellent verbal and written communication skills with the ability to effectively interact with employees at all levels within the organization as well as with external agency contacts
  • Excellent leadership and teamwork skills with proven ability to work effectively in a variety of situations
142

CIB F&BM Treasury RWA Planning & Analysis Resume Examples & Samples

  • Support the planning and forecasting process for RWA and capital planning
  • Partner closely with sub-line of business controllers to coordinate on projected RWA balances and underlying forecast assumptions
  • Support ongoing forecast vs. actual variance analytics and commentaries, review of Basel rules and policy discussions
  • Act as point of contact between CIB Treasury P&A and line of business controllers to coordinate and organize RWA forecast timelines and requirements. Lead messaging to LOB’s around controls and variance analytics requirements
  • Assist in weekly updates of projected RWA across three-year time horizon
  • Responsible for RWA reporting in various MIS reports including watermark and executive management reports (“EMR”)
  • Support the production of ad-hoc analysis and review presentation materials for senior CIB management, Corporate P&A and RCMO
  • Remain abreast of balance sheet and RWA actuals for foundation understanding of projected results
  • Liaise, partner and build strong relationship with key stakeholders
  • Bachelor’s degree or equivalent in Accounting, Finance, Business Administration or related field. 2-5yrs of relevant experience; experience in Planning & Analysis, Reporting or Controlling roles a plus
  • Familiarity with CIB Balance Sheet products and core lines of business
  • Strong stakeholder management and excellent communication skills
  • Strong Excel and PowerPoint skills are required
  • Ability to handle multiple tasks simultaneously and efficiently
143

CIB F&BM Treasury Services Planning & Analysis Resume Examples & Samples

  • Working on the forecast process and reporting of financial results: walkforwards, P&L, revenue and expense drivers
  • Independently partner with business managers to develop LOB aligned presentations, business reviews, weekly performance updates, and annual budget
  • Support end to end projects
  • MBA/BA with 3-5 yrs of relevant experience in Planning & Analysis
  • Familiarity with CIB lines of business with strong understanding of Banking products and concepts
  • Strong project management skills required
  • Familiarity with Essbase and Paragon planning databases a plus
144

Director of Planning & Analysis Resume Examples & Samples

  • At least 5 years of experience in Accounting/Finance, or equivalent education and experience
  • At least 2 years of supervisory experience
  • Bachelor’s degree in Business/Hotel, Accounting/Finance or a related field
  • Experience working with all levels of management, including executive level
  • Excellent working knowledge of financial computer systems and personal computer software programs such as Infinium and SQL
  • Excellent project management skills including communication skills, organization skills and the ability to drive a project to a successful conclusion
  • Advanced knowledge of Microsoft Excel, Outlook, and Word
  • Ability to learn and use electronic system tools to improve process, mine data, extract and report
  • Strong research and business writing skills
  • Ability to work in a fast – paced, rapidly changing environment and prioritize multiple tasks and projects with completion in a timely manner
  • Strong organizational skills with attention to detail and quality
  • Ability to effectively prioritize tasks associated with projects
  • Ability to lead and mentor a team
145

CIB F&BM Investor Services Planning & Analysis Resume Examples & Samples

  • Develop knowledge of Custody & fund services business and apply it to create business reviews and ad hoc reports
  • Work on a variety of initiatives supporting the business agenda
  • Independently partner with business managers to develop LOB aligned presentations and business reviews
  • Results-oriented with capacity and desire to work both at a strategic and detailed analysis level
  • Able to synthesize and articulate results to a diverse audience (i.e. product control, business managers, business heads, CFO)
  • Strong partnership skills and ability to interact across different support groups
  • Ability to work in pressure-oriented environment and able to handle multiple tasks
  • Understanding of Custody & Fund Services products and services
  • Strong partnerships / relationships across business management and product controller teams
146

Financial Planning & Analysis, Senior Manager Resume Examples & Samples

  • To provide world class finance support to senior management and key stakeholders, providing financial expertise to decisions-makers and insightful financial planning and value oriented support to the business
  • Responsibility for the Common Functions Reporting & Analysis process. Common functions comprise the Group’s central activities and holding companies, with total opex of over £1.5bn and capex of £1.0bn
  • For forecast events, you will be required to manage the timely and accurate submission of data into the Group’s consolidation system
  • Direct management and development of 2 qualified accountants
  • Management of other related tasks as required, including in relation to the Group’s consolidation and financial reporting processes
  • Management of two direct reports
  • Ability to understand complex detail and present this in a simple & effective way
  • Strong communication and presentation skills to ensure credibility with senior management
  • Experience in a reporting environment, with good knowledge of IFRS
  • An ability to prioritise and manage time
  • Team management
  • ACA, ACCA or CIMA Qualification
  • Relevant professional accountancy experience
  • Relevant industry experience working in a similar role
147

Senior Manager, Projects Planning & Analysis Resume Examples & Samples

  • Leads the development, establishment and implementation of global standards, tools and practices of economic & portfolio evaluations. Develop new and/or improve existing economic models that quantify net present value and rate of return of incremental after-tax cash flows related to specific investment alternatives
  • Lead and manage and provide recommendations for the development of specialized analytical tools including simulations, scenario analysis, portfolio management or detailed budgeting systems. Integrate findings into the consolidated business plan to determine portfolio risks and opportunities
  • Establish and manage a critical financial reporting systems & control framework, effectively serving as the “gatekeeper” for consistent and disciplined communication of project metrics, assumptions, and assertions, supporting the information needs of Investor Relations, Financial Reporting, and Newmont’s executive leadership team
  • PerformQA/QC & peer reviews, as well as planning, coordinating, and providing advanced and complex analytics, evaluation, interpretation and, synthesis of data; leading business and strategic decisions
  • Act as a true business partner with Director & above leaders (SVP, Projects, and Study and Project Directors) & other cross functional teams to present coordinated results for project investment reviews with the Executive Leadership Team. Manage functional relationship and provide independent recommendations
  • With thorough knowledge of corporate and regional business plans and strategies, assist in communicating the global strategic rationale for investment decisions effectively to help determine the strategic fit of a project or investment opportunity and present analysis to relevant stakeholders, including the ELT, regional & functional leadership
  • Independently develop, produce, enhance and analyze key performance metrics for projects / operations/investment opportunities that enable a standardized rating and ranking against other alternatives in Newmont’s investment portfolio
  • Enhance plan flexibility and optionality by leading & facilitating the process of evaluating project, portfolio & investment options that are collectively exhaustive and mutually exclusive
  • Drive quality assurance and establish quality control processes by providing internal and external benchmarking analysis related to key assumptions and parameters used in the economic and portfolio models
  • Leads the effort of collaborating with technical and business functions to ensure that sources used in economic and portfolio models are based on appropriate assumptions that conform to current Planning guidance
  • Provide mentoring to individuals in the organization that improves economic evaluation techniques, planning skills, understanding of Newmont’s portfolio and overall business acumen
  • Subject Matter Expert for the department’s analytical tools, methods and processes. Provides recommendations for improvement/best practices. Requires sound knowledge of integrated planning systems, financial accounting, tax, capital budgeting and portfolio analysis
  • Undergraduate degree in Finance, Economics or Mining related technical degree. MBA or Masters in Mineral Economics preferred
  • Minimum 10+ years of combined relevant experience in mining and financial work. At least 3 years in the mining industry. Previous management experience preferred
  • Ability to efficiently and effectively evaluate and prioritize tasks
  • Self-motivated, dynamic, diplomatic and results oriented
  • Experience in project management, valuation, risk analysis, simulation and mining operations
  • Excellent communication/presentation skills, both written and verbal
  • Strong interpersonal skills and ability to interact with all levels within the organization
  • Strong understanding of financial accounting, tax, capital budgeting and portfolio analysis, including development of portfolio management tools
  • Expert analytic, quantitative and synthesis skills; in-depth understanding and application of financial data and modeling and associated systems/tools
  • Ability to lead through influence, impact across diverse stakeholder groups
148

Manager, IT Financial Planning & Analysis Resume Examples & Samples

  • Bachelor’s degree in a related discipline (e.g. Business, Finance, Accounting)
  • Minimum of 7 years of work experience, with progressive responsibility within a similar Finance or FP&A environment
  • Minimum of 3 years demonstrated supervisory experience
  • Previous experience using financial/accounting systems
  • MBA or equivalent work experience with similar environment
  • The ability to work with varied constituencies to achieve business objectives
  • Demonstrated success at proactively developing and maintaining effective working relationships with customers and peers
149

Manager, LOB Financial Planning & Analysis Resume Examples & Samples

  • Lead key driver forecasts (including Actives and Sales / Balance Transfer volumes) based on external macroeconomic factors, internal trends and strategy assumptions
  • Synthesize forecast projections / results analyses and articulate strategic takeaways to business partners and Senior Management
  • Execute against a flexible planning framework that fulfills multiple business purposes including forecasting, goal setting, and capital planning
  • Effectively manage a team of analysts, driving cross-functional training opportunities and knowledge sharing
  • Develop long-range financial plans in conjunction with the company strategic plan development process to support Board of Director meetings and executive strategy reviews
  • Drive proactive financial analytics to support management decision making and improve forecasting accuracy
  • Leverage relationships with business partners and through understanding of the framework to identify areas of risk/opportunity
  • Provide monthly financial close support and variance analysis; review and report on actual results and variances to forecasts
  • Partner with Financial Modeling and Corporate Risk Management to continuously enhance modeling robustness and address limitations/findings
  • Continuously invest in process and reporting effectiveness drive accuracy, efficiency and controls
  • Promote a risk-aware culture; ensure efficient and effective risk and compliance management practices by adhering to required standards and practices, and timely completion of compliance/risk management related activities
  • Bachelor’s Degree in Finance, Economics, Statistics or related field of study
  • 5+ years of forecasting or quantitative modeling experience (in a Microsoft Excel environment)
  • Excellent analytical and problem-solving skills, a high level of initiative and critical thinking
  • Demonstrated ability to balance attention to detail with task prioritization
  • Strong interpersonal, presentation, and organizational skills
  • Proven track record of process ownership and enhancement
  • MBA or CFA preferred
  • Experience with Hyperion/Essbase
  • Modeling background and banking experience
150

Student Intern Planning & Analysis Resume Examples & Samples

  • Assist with BWH and Department of Surgery initiative implementation
  • Write and present proposals for various quality improvement, network growth, and efficiency efforts
  • Identify and research best practices and collaborate with other departments on activities aligned with the divisional strategic priorities
  • Manage a project from planning through to completion and maintenance
  • Be an agent of change for the staff, patients, providers and management team
  • Assist in various operational improvements including enhancement of website, ensuring accurate contact information, etc
  • This position will receive training and experience in the following areas
  • Candidate must be pursuing Bachelors or Master’s degree
  • Proficient in Microsoft Office software including Outlook, Excel, Word and PowerPoint. Quick learner in other database software
  • Professionalism Skills. Strong written and oral skills to communicate effectively personally and produce the products developed in this position (newsletter, reports, programs, etcetera)
  • Creative, self-motivated, possesses excellent judgment and the ability to plan and initiate new/improved activities
  • Proven or demonstrated ability to function independently and effectively in a dynamic environment; develop timelines, and meet deadlines with proven or demonstrated ability to effectively respond to time-sensitive issues
  • Supports the leadership team on a variety of complex and confidential special projects, supporting leadership roles. Proven or demonstrated ability to communicate effectively with a wide range of departments, medical staff, and individuals throughout the campus as well as persons from outside the Institution
151

Anlst, Planning & Analysis Resume Examples & Samples

  • Assist with consolidation of annual capital plan and monthly forecasting/reconciliation processes
  • Help facilitate approval of capital projects, asset management, and post-mortem project performance
  • Serve as financial liaison for shared service teams facilitating budget planning, month end close, and ad hoc financial requests
  • Assist with monthly forecast process; prepare trend analysis, investigate, report on, and make recommendations when variances exist
  • Assist with the development and execution of the annual operating plan process
  • Build and enhance financial models and reports used to forecast and report the company’s financials, strategic plan, and other key business metrics
  • Develop and implement relevant performance management metrics and business analytics to track corporate performance and strategy implementation
  • Responsible for ad hoc reporting, analysis and projects for management such as
  • Bachelor’s degree in finance, accounting, business or related field
  • 2+ years of relevant financial experience
  • Advanced level proficiency with MS Office
  • Strong analytical skills with the ability to identify potential financial risks and opportunity; strong communication and interpersonal skills; ability to multitask, manage time effectively, and operate with a sense of urgency
  • The preferred candidate will demonstrate attention to detail, the ability to deal with ambiguity, and can work successfully and effectively on cross functional teams
  • Previous experience with capital planning and asset management a plus
  • Experience with PeopleSoft Financial systems, Essbase, and other reporting tools a plus
152

Cib-f&bm-regional Planning & Analysis Resume Examples & Samples

  • End to end understanding of the P&A function, working towards having a sound knowledge of the different aspects of the business from a P&L and Balance Sheet perspective
  • Ownership of EMEA country reporting including country dashboards, country P&L, client reporting, expense and headcount reporting
  • Support daily, weekly and monthly reporting of CIB key operating metrics including revenue drivers, expense analysis and headcount to senior management and regulators
  • Support internal business reviews and presentations; support/lead group projects in relation to cross LOB financial information
  • Ensure data integrity and accuracy in all reporting
  • Proactively analyse trends, research issues and respond to enquiries
  • Build an in-depth understanding of reporting systems including Paragon, FDW and WCP
  • Working closely with Senior Country Business Managers, Legal Entity Controllers, CIB LOB P&A and Mumbai based CIB Finance service center who produce the majority of the standardised reports
  • Qualified accountant with at least 3 years post qualification experience
  • Strong interpersonal, verbal and written communication skills - ability to synthesise financial information into concise, insightful and actionable recommendations
  • Ability to multi-task and deliver quality work under pressure
  • Expertise in all Microsoft Office applications – Excel, Word and PowerPoint
153

Fin Planning & Analysis Spec Resume Examples & Samples

  • Understands key business drivers and is aware of the competition and the factors that differentiate them in the market
  • Plans and prioritizes work using resources in the best possible way to complete tasks on time and with high quality
  • Is starting to look at 'best practice'
  • Generates healthy debate within team, influencing team to look for a 'better approach'
  • Integrates complex information and concepts and organizes analysis efforts into a systematic framework; verifies logic of others and challenges ideas, assumptions and conclusions
  • Evaluates current situation based on previous experience; identifies advanced implications/ conclusions from the logical analysis of a complex situation or issue; weighs options critically
  • Utilizes a strategic approach to decision-making by linking data, knowledge and insights together
  • Utilizes financial models to develop projected P&Ls, cash flows and balance sheets that aid in the development of long-range plans for growth and profitability objectives
  • Synthesizes and analyzes complex market analyses and benchmarking data to measure and manage business performance
  • Possesses firm knowledge of design tools to build and implement financial models
  • Compiles data, performs routine to complex analyses, and finalizes papers/reports for consideration and presentation by varying audiences
154

Senior Director of Financial Planning & Analysis Resume Examples & Samples

  • Cohesive integration of the various business processes of Ultimate’s financial planning model (“Model”)
  • Continuously implement process improvements while ensuring quality, timeliness, reliability, and usefulness of information
  • Implement a procedure manual for Financial Planning & Analysis (“FP&A”), to be maintained by the applicable members of the FP&A team
  • Incorporate Ultimate’s business strategy in a working Model and leverage each of the business units’ operational knowledge and data to devise and execute the Model
  • Identify areas of opportunity to reach Ultimate’s overall financial goals and objectives
  • Present and execute new concepts to enhance effectiveness and efficiency of financial planning
  • Responsible for implementing and overseeing TM1 Project
  • Monthly review of budget to actual results, including evaluation of historical trends and understanding the business sufficiently to identify potential issues that need to be resolved before finalizing the financial results. Issue monthly review notes to the Accounting and Finance personnel to resolve
  • TM1 experience
155

Senior Accountant Consolidation Planning & Analysis Resume Examples & Samples

  • Bachelor's Degree or higher in Accounting or closely related subject
  • 5+ years of accounting and/or finance experience
  • Good understanding of GAAP requirements
  • Excellent knowledge of work processes, ERP system (SAP preferable), and other accounting and planning computer applications
  • Superior communication skills are important in this role
  • Good knowledge of Microsoft Excel, PowerPoint, and Access
  • CPA with public accounting experience
  • Varied accounting and finance experience (i.e. several assignments in several work process areas)
  • Strong foundation in SAP/ECC accounting system and processes
  • Detailed knowledge of a manufacturing environment
  • Ability to quickly learn the organizational structure and to collaborate with colleagues (functional and business)
  • Degree must be from a school that is accredited by an accrediting agency recognized by the Secretary of Education of the U.S. Department of Education
156

Asset Management F&BM Planning & Analysis Associate Resume Examples & Samples

  • Professional practical experience in accounting and Finance
  • Completion of Professional accounting qualification to at least Professional level (part qualified). University degree and Investment Management experience preferable but not essential
  • Advanced Excel (e.g. use of pivot tables look up tables essential, ability to write macro’s desirable)
  • PowerPoint
  • Access (desirable but not essential)
  • SAP GL (desirable but not essential)
  • Essbase (desirable but not essential)
  • Organised and methodical
  • Ability to work under pressure and meet deadlines
  • Self motivated and self-starter
  • Be able to communicate effectively (oral and written)
  • Flexibility on working hours in order to meet various deadlines at critical monthly deadlines
  • Desire to investigate problems and then to resolve them
  • Professional attitude and ability to communicate with employees at all levels
157

Converse Finance Director Global Financial Planning & Analysis Resume Examples & Samples

  • Leads team, setting individual and team goals aligned with department and functional goals
  • Coaches’ staff, creates opportunities for development, makes hiring decisions, drives performance management, recognition and rewards. Develops team structure that facilitates and maximizes individual and team performance
  • Develops and drives achievement of short-term goals critical to the company’s success
  • Oversees business unit planning, budgeting, performance targets, and policy development
  • Participates in cross-functional discussions and initiatives and utilizes internal and/or external partnerships to leverage resources and enhance business group effectiveness
  • Works with teams to establish key measures, business strategies, and continues to refine Converse’s long-term financial model
  • Manages the preparation of timely and insightful financial analysis to determine progress against both long and short-term strategic plans
  • Sets financial goals across the globe, and works closely with regional finance leads to ensure each are tracking
  • Partners with Controllership to help ensure integrity of financial statements
  • Works closely with Nike Inc’s WHQ to articulate Converse’s financial position and global strategy
  • Actively interprets and reviews financial results with senior leaders, including trends/issues and opportunities, to drive actionable responses
  • Ensure business leaders are educated on use and interpretation of financial reports, metrics, and other key performance indicators
  • Drives and measures forecast accuracy across the globe
  • Oversees and/or leads analysis that aids in the decision making process and helps drive increased profitability and cash flow for Converse
  • Drive and monitor that working capital is efficiently and effectively being used (inventory and AR focus)
  • Drive improvement in metrics focused on P&L, Balance sheet, and free cash flow (such as CACC, ROIC)
158

Manager Cost Planning & Analysis Resume Examples & Samples

  • Communicates effectively. This job displays effective communication skills while performing the following functions: interaction with a wide array of internal and external customers, including Directors and Vice Presidents on a regular basis; interacts regularly with numerous areas of the Company, including the Corp Services Business Leaders (clients), finance, cost management and allocations, membership and information technology departments. Significant interaction will occur with leadership and VPs’s of the Corporate Services functions; Discusses results of financial analysis, corporate initiatives, and financial modeling findings with Business Unit Leaders, the VP, Enterprise Finance Strategy, and where necessary the CFO
  • Directs and coordinates the annual budget and monitoring process. Provides guidance and counsel to business leaders on where opportunities exist to manage costs and establish budgets that are aligned to current business environment
  • Monitors client financial performance through detailed analysis of actual spending versus approved budgets. Provides management with clear analytics of financial and staff impact and develop and present alternative courses of action to ensure goals are achieved
  • Leads or participates in process improvement initiatives for business functions to deliver improved financial or business outcomes. Provides project management for financial initiatives – including project planning, development of financial goals/ KPIs, project status documentation, issue tracking and resolution and post project outcome monitoring and reporting
  • Strong leadership, coaching and team development capabilities; Ability to lead and inspire others, building consensus and team cohesion
  • Ability to think strategically and transform strategy into action to implement/execute plans
  • Strong business acumen and ability to work with leaders on business strategy and financial cost management; Credibility as a trusted advisor and confidant to senior leadership
  • Highly effective communicator with the ability to clearly and concisely articulate ideas, concepts and proposals at all levels of the organizations
  • Capability of quantitative analysis with a proven ability to work with financial data; Ability to creatively apply finance, accounting and business planning knowledge to a variety of situations
  • Model motivator, initiator and a true advocate for change
  • Skilled in project planning and be able to work within tight time frames, utilizing both internal and external resources as well as benchmarking with best in class organizations
  • Adept at navigating a large organization undergoing cultural and operational transformation
159

Financial Planning & Analysis, VP Resume Examples & Samples

  • Support development of regional business plans, including coordination across entities/business lines
  • Prepare presentations to report performance to senior management on a monthly/quarterly basis, including client analytics and business drivers
  • Develop standardized budget vs. actual reports to help front office and corporate functions understand and manage expenses
  • Maintain reporting hierarchies to ensure data integrity across various platforms
  • Assist in planning and execution of various cross-functional projects and initiatives
  • 7-10 years of experience in corporate banking, securities and/or capital markets businesses
  • 3-5 years of specific roles in business planning, budgeting and/or financial analysis required
  • Excellent problem-solving and analytical skills to interpret a wide range of financial information
  • Ability to deal with ambiguity, multitask, and manage ad hoc requests
  • Strong knowledge of Excel (VLOOKUP, Pivot tables, macros) and PowerPoint; familiarity with Hyperion Planning/Essbase a plus
160

Converse Finance Director Global Financial Planning & Analysis Resume Examples & Samples

  • Bachelor's degree, preferably in a business-related field with an emphasis in finance and/or accounting
  • 10 years' extensive experience in financial analysis, financial/strategic planning, accounting and/or budgeting
  • 5 years' proven people management experience
  • An advanced degree may be acceptable in lieu of 2 year of experience
  • An MBA (with a concentration in finance, economics, business administration or a related field), CMA or CPA is preferred
  • Excellent knowledge of strategic planning, budgeting, investment analysis and economic profit analysis and knowledge of GAAP is strongly preferred
  • Excellent verbal and written communication skills, including meeting facilitation and presentations
  • Strong ability to communicate complex and/or controversial topics and concepts to a wide and diverse audience
  • Strong ability to develop high profile, influential and collaborative relationships across teams, functions and layers
  • Excellent understanding and application of managerial concepts and techniques in areas such as innovation, inspiration, employee development, coaching and engagement
  • Demonstrated leadership in building an effective learning environment, creating empowering processes and leading major change implementation efforts
  • Ability to pass a 7 year background check
161

Planning & Analysis VP Resume Examples & Samples

  • Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to strategic objectives
  • Oversee the corporate financial planning process which includes a rolling forecast, monthly flash and annual budget
  • Consolidate and summarize company financial information in order to produce actuals results/forecasts with analytical commentary
  • Create, implement and produce a monthly reporting package that includes full financial statements, operational Dashboard reporting, analysis of key business trends, and comprehensive executive level explanations of variances and trends
  • Review, analyze and compare monthly and quarterly operating department financial results and key performance indicators against plan and other internal benchmarks, including working capital and cash flow analysis
  • Manage the capital planning process
  • Bachelor’s degree in Accounting or Finance. MBA a plus
  • Minimum 10 years + of progressive financial planning and analysis and corporate finance management experience in high growth companies
  • Experience with financial planning for a large enterprise, business unit and/or back-office budgeting and reporting, and financial modeling and analysis, and capital budgeting
  • Exceptional analytical and financial analysis skills with passion for details and “digging in”
  • Experience developing, optimizing and transforming processes
  • Experience with executive level presentations and interaction preferred
  • Exceptional communication skills with ability to present analysis and findings in both verbal and written formats to all levels of management
162

VP-ccar Financial Planning & Analysis Resume Examples & Samples

  • Development of econometric forecasting models for all significant balance sheet assets and liabilities for capital and business planning purposes. This includes the calculation of Net Interest Income (“NII”), which is also referred to as Net Interest Revenue (“NIR”), Interest Rate Exposure (“IRE”), Economic Value Sensitivity (“EVS”), and other associated interest rate risk metrics
  • Development, documentation and testing of product models needed as input to Financial Planning and Risk Management forecasts
  • Evaluate the impact on the product models of various scenarios used for Comprehensive Capital Analysis & Review (CCAR) submissions
  • Create a culture of accountability and strict quality control of the data integrity and modeling process
  • Develop and maintain a comprehensive modeling system that maintains consistent approach to data quality and modeling methods, audit, back test, tracking, annual validation. This is critical in reducing the model operating risk
  • Coordinate COE FP&A activities for CCAR, including liaising with business units, risk and treasury
  • Present stress test and other scenarios to corporate FP&A senior management
163

Analyst CIB F&bmtreasury Planning & Analysis Resume Examples & Samples

  • Support the planning and forecast process for RWA, Balance Sheet NII & FTP and Capital
  • Prepare executive monthly and quarterly review packs and analytics for Treasury senior management and Investor Relations
  • Assist technology projects related to P&A initiatives and perform Treasury related UAT testing
  • Conduct ad-hoc analyses for Senior Management or Corporate P&A team
  • MBA/CA with 2-4 years of relevant experience/ Bachelor’s degree or the equivalent in Accounting, Finance, Business
  • Administration or related field with 3-5 years of experience in Reporting, Planning & Analysis
  • Strong teamwork and communication skills
  • Thrives on challenges in a fluid working environment
164

Cib-cfo Regional Planning & Analysis Resume Examples & Samples

  • Support the CIB performance reporting on a daily, weekly and monthly basis
  • Produce CIB Business reporting to UK Regulators
  • Support Regional MIS reporting (across all LOBs) to EMEA Management Committee
  • Ensure data integrity and accuracy in all reporting ensuring all controls are documented and tested
  • Business management support to the EMEA Regional CEO including preparation for Regulatory meetings and internal business reviews
  • Supporting EMEA country reporting including country dashboards, country P&L, client reporting, expense and headcount reporting used across the region by senior business managers and country officers
  • Drive process improvement and lead group projects in relation to cross LOB financial information
  • Drive the agenda with the Mumbai based CIB Finance service center who produce the majority of the standardised reports for the region
  • Partnering with multiple teams across finance, businesses, strategy and control functions
  • Qualified accountant with at least 5 years post qualification experience
  • Strong quantitative, critical thinking and analytic skills
165

Senior Associate, Planning & Analysis Resume Examples & Samples

  • Responsible for quarterly CFIO forecast
  • Non-Life Sales & Distribution SOE management reporting and forecasting
  • Monthly and quarterly actual results reporting of key drivers and analytics including productivity, headcount, retention, & etc
  • Fixed Expense Management including Distribution & Sales, Prudential Advisors, and Multi-Cultural Marketing ROI analytics
  • Assist in the preparation of numerous decks and presentations
  • Support ILI forecast re-design multi-year initiative including Sales and Expense driver-based models, net distribution loss & deferred acquisition costs
  • Participate in commission accounting initiatives to support new expense items, product launch and new compensation system, e.g. strategic compensation project
  • Ability to work independently and work across the team supporting various deliverables/initiatives
  • Willingness and a strong desire to learn
166

Internship Financial Planning & Analysis Resume Examples & Samples

  • Define, analyse and control the full P&L and cash flow performance for the Italian distribution market, both for monthly reporting and planning (Budget / Estimate / 3 year plan)
  • Specifically focus on Volume / Net sales analysis, Gross Margin, A&P (Advertisement and Promotion) and Structure costs
  • Support operations by being a key business partner of other departments of the affiliate, especially the Commercial and Marketing Departments, helping them make the most relevant business decisions
  • Identify and evaluate risks and for the business
  • Coordinate, consolidate and monitor (since 2014) Southern Europe
  • Support the CFO and the Exec. Committee with all relevant financial information and business reports
  • Communicate with and report to the European headquarters (PR EMEA) based in Paris regarding financial performance of both the Italian affiliate and the Management Entity
  • Manage Group and local projects
  • Maintain and develop existing & new tools of business analysis and business forecast
  • Contribute to the daily operations of the controlling team, supporting seasoned controllers in their daily responsibilities, whether on P&L or Cash Flow control
  • Support the preparation of budgets, 3-year plan, estimates, monthly reporting against budget, latest estimate or last year performance
  • Provide financial support and analysis to our internal business partners on ad hoc requests
  • Contribute to the improvement of existing processes
  • Contribute to specific projects when needed
  • Prepare "ad hoc" reporting for local management and the headquarters
  • Update, develop and control compliance of local procedures to Group guidelines
167

Senior Manager, Market Planning & Analysis Resume Examples & Samples

  • Proficiently utilize current tools and techniques required to perform tasks like: data mining, building data products, and communicating findings to key stakeholders
  • Handle day to day activities and some broader conceptual knowledge of retail metrics
  • Familiarity with GIS spatial platform
  • Produce statistical and regression analysis
  • Interact with internal customers and product owners to analyze a problem and clearly articulate a solution and plan
  • Thorough understanding of the retail framework and the dynamics associated with each area of concentration (real estate, marketing, consumer insights, data insights)
  • Acts as a model to the team in the areas of leaving a good first impression, building relationships, achieving win-win outcomes, self-motivation, positive attitude, integrity, prioritization, adaptability, stress management, and time management
  • Acts as a student of the business by partnering with them to help determine current and on-going needs by gaining further knowledge into their processes
  • Mentor others in areas of expertise
  • Strong understanding of agile delivery
  • Reliable and consistent ability to deliver on commitments that he/she makes
  • Maintain a reasonable amount of documentation to improve quality and reduce risk
  • Requires a Bachelor's degree in Statistics, Finance, Operations Research, Applied Math, Computer Science or related quantitative field from an accredited university or college
  • 3-5 years of related experience and/or training
  • Proficient in SQL and analytical tools R or Python
  • Knowledge of advanced statistics, data manipulation, and research methods
  • Proficient in BI data visualization tools (e.g. Microstrategy, Tableau)
  • Must be able to think both creatively and critically
  • Must demonstrate the ability to interpret business data and translate into insightful recommendations
  • Ability to write reports for management and professional correspondence
  • Ability to take initiative, be decisive and quick, when appropriate, all while adhering to the team’s standards and patterns and practices
  • Must have a high degree of motivation, exceptional attention to detail, and the ability to derive answers from communications with multiple parts of the business
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
  • A desire to constantly learn
168

Director of Forecasting, Planning & Analysis Resume Examples & Samples

  • Requires a bachelor's degree in Accounting or Finance. MBA is a plus
  • 8+ years’ accounting or finance experience in a leadership role ideally with in-house financial management experience gained in a manufacturing organization. Emphasis on analysis preferred
  • Good working knowledge of corporate finance principles helpful
  • Knowledge of general ledger structures helpful with prior analysis experience
  • Previous budgeting and reporting experience helpful
169

Mexico Planning & Analysis Resume Examples & Samples

  • Proficient in MS Excel and PowerPoint skills
  • Ability collaborate within a team while being able to work independently as an individual contributor
  • Good analytical skills, intellectual curiosity
170

Colombia Planning & Analysis Resume Examples & Samples

  • Degree in Finance, Economics, Accounting, Industrial Engineer or a related field with at least 3-6 years of experience
  • Financial analysis foundation creating forecasts and models is desirable
  • Keen interest in business and economic environment
  • Bilingual: English and Spanish. Articulate with excellent verbal and written communication skills. Portuguese is a plus
  • Ability to exchange information in a concise and logical way as well as be sensitive to audience diversity
171

Manager, Financial Planning Analysis Resume Examples & Samples

  • Manage monthly financial close, variance analysis, expense & headcount forecast process
  • Prepare, analyze and present monthly management reporting along with executive summary for FP&A and business partners review
  • Monitor KPI and expense drivers to identify trends and highlight areas of risk or opportunity
  • Lead annual budgeting process in close collaboration with business clearly defining targets and agreed upon assumptions
  • Supervise, develop and mentor Financial Analyst reporting to this position
  • Actively participate in preparation of ad hoc business case analysis and special projects by creating thorough, insightful financial models and providing high quality analysis
  • Enhance financial analysis and reporting and contribute to our continuing process improvement initiatives
  • Coordinate with other FP&A team members and develop strong working relationships with key stakeholders across the organization
172

Asset Management Financial Planning & Analysis Resume Examples & Samples

  • P&L analysis – analysis of the overall AM financial results and business metrics
  • CFO support – preparation of presentations and support for AM CFO ahead of senior management meetings such as AM OC, IMA OC, OCC, AM Advisory Council, Town Halls etc
  • Budgeting/forecasting – coordination of process, modeling of results and scenarios, and presentation of results/analysis
  • AM contact for AWM Center – communication of AM results and drivers to the AWM Center P&A team, and point person for answering their questions and ad hoc requests
  • Accounting or professional qualification (ACA, ACCA, CIMA, CPA, CFA)
  • Bachelor's degree in finance, economics, accounting, or in a subject of a technical nature
  • 3 years financial analysis and / or financial services experience
  • Excellent analytical skills and knowledge of finance and accounting concepts
  • Exemplary communication, influencing, relationship building, and coordination skills
  • Technical aptitude - advanced skills in Excel and Hyperion Essbase
  • Strong process improvement skills (project management skills a plus)
  • Team player with ability to be respected as a trusted partner with the Business, Finance, Human Resources and P&A Teams
173

Assoc Dir, Fin Planning & Analysis Resume Examples & Samples

  • A minimum of 3 years expertise with financial modeling techniques in an Excel-based environment
  • A minimum of 5 years of demonstrated experience in a business related role, preferably in financial analysis
  • Solid knowledge of corporate finance and accounting principles as it relates to valuation
174

Financial Planning & Analysis Expert Resume Examples & Samples

  • Specifically focus on Volume / Net sales analysis, Gross Margin, A&P (Advertisement & Promotion) and Structure costs
  • Perform the industrial controlling of the plant (main product: Amaro Ramazzotti) that manufactures both for Italy and for Export markets
  • Identify and evaluate risks and for the business, propose action plans and follow-up their implementation
  • A&P (Advertisement & Promotion) control & planning
175

Senior Manager of Financial Planning & Analysis Resume Examples & Samples

  • Eight (8) to Ten (10) years of prior forecast, financial analysis, Strategy, Division support and budget management
  • Strong leadership skills and presentation skills are required
  • Experience in multi- site entity is preferred with solid experience in managing executive meetings and MD&A
  • Advanced Microsoft Excel and PowerPoint skills
  • Access and Great Plains and BI 360 skills are desirable
  • Ability to be detailed but adept in thinking strategically to influence business decisions by senior management
  • Ability to think creatively, highly-driven, and self-motivated
  • Analyze past, current, and future trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
  • Design and Implementation of robust business analysis tools and systems, leveraging technology, and operational data to create world-class business intelligence
  • Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan, and Modeling tools
  • Daily hands-on working with Business Intelligence Tools and Dashboard reports
  • Supporting Senior Management Team and Departments heads with in-depth analysis
  • Prepare presentations to Board of Directors and Senior Management Team
  • Analyze financial statements and create key indicator reports
  • Perform general mathematical calculations for purpose of determining metrics, creating business cases, budgets, etc
  • Provide analytical support based on monthly results and theorize, formulate, and develop forecast that will assist ops leaders to make better decisions
  • Communicate how operational data impacts department profit and loss and anticipate questions from senior management and prepare in depth presentation for executive meetings
  • Create and maintain various budgets and understand the details of the drivers and communicate any specific trend to management quickly
  • Create and maintain financial forecasts in BI 360 environment and be on point for divisional questions around assumptions and rationales for forecasted numbers
  • Identify problem areas in the PNL and work collaboratively with accounting VPs and Ops VPS to propose solutions, monitor progress, and publish results
  • Must be able to apply principles of critical thinking to a variety of practical and emergent situations and accurately follow standardized procedures that may call for deviations
  • Must be able to work under stress on a regular or continuous basis
176

Associate Director of Financial Planning & Analysis Resume Examples & Samples

  • Partner with Associate Director of Budget to oversee the development and maintenance of the division-wide submission of the biennial budget and monthly forecast
  • Relevant knowledge of accounting theories and principles
  • Demonstrated ability to plan and organize work, and be very flexible and adaptable to continually changing priorities
  • Strong leadership capabilities as demonstrated through effective management of financial programs or similar functions
  • Strong analytical, written and oral communication skills
  • Experience effectively managing personnel with diverse skill sets, and the ability to mentor new employees
  • Establish and maintain effective working relationships with Division and department personnel
  • Proficient in MS Office including Word, Excel and PowerPoint
177

Manager Financial Planning & Analysis PDD ES Resume Examples & Samples

  • Manages all financial reporting requirements of the division. Verifies the accuracy of the reports and insures their adherence to prescribed schedules, policies and procedures
  • Manages the preparation of and analyzes financial forecasts as required for divisional levels
  • Provides guidance, training and assistance to the personnel in the finance organization in the plants
  • Supervises work of Senior Financial Analyst
  • Minimum of 3 years of relevant experience
  • Solid knowledge of ERP Systems (SAP, Oracle), preferably Encore
  • Fluent in English (written & oral) plus another European language
  • Solid knowledge of US GAAP & SOX
  • Ideally some experience in managing and developing people
178

Global Financial Planning & Analysis Resume Examples & Samples

  • Support and manage planning / rates / margin applications through the system lifecycle. Work with multiple teams to support the integration of financial processes
  • Design and develop planning processes and draft functional requirements to support the development of financial planning, cost / revenue rate setting tools and margin analytics tools
  • Work closely with technical team members in the development of financial applications to ensure that the developed product delivers the functional requirements
  • Design and develop materials to support use of Financial Planning tools
  • Design and develop briefing and training materials to support the communication of process changes and the launch of each annual planning / forecast / rate setting process
  • Prepare analytical packages to support decision making across the Enterprise
  • Define and manage application changes based on needs of clients
  • Involved in Financial Analysis as well as some Financial System management
  • Provide guidance and oversight to management of several products while making certain that diverse requirements of multiple countries are met
  • Strong analytical capabilities
  • Familiarity with markets metrics and reports would be an advantage
  • Excellent interpersonal, client service, communication (verbal and written), organizational, and project management skills
  • Ability to work with a Global mindset
  • Ability to react appropriately under pressure
  • Experience of writing business requirements
  • Strong Excel modelling skills required; knowledge of Smartview, Essbase, and Hyperion Reporting would be a distinct advantage
  • Ability to knowledge share with Team members
179

Senior Manager Financial Planning Analysis Resume Examples & Samples

  • Responsible for compliance with applicable Corporate and Divisional Policies and procedures
  • Maintain controls to ensure the integrity of assets and compliance with applicable policies, procedures and guidelines; interpret financial results, evaluate risks of alternatives, recommend actions and develop strategies to address various scenarios
  • Manage month-end accounting activities to ensure availability of timely, well-presented, quality P&L, balance sheet, sales results, etc
  • Prepare financial reports (such as Plans, LBE's and long range projections) that meet the timing and quality of presentation requirements, facilitating management review and decision making while ensuring integrity of data and compliance with GAAP as well as Abbott's operating policies
  • Develop flexible, comprehensive tools to support program proposals and tracking focused on ROI and fully-burdened margin profitability as well as developing system solutions and process improvements that meet the needs of the financial planning and/or reporting requirements
  • Develop and maintain a financial organization capable of meeting Division and Corporate requirements, including but not limited to mobilizing staff to work in teams, facilitate teamwork to increase quality and productivity, assume direct responsibility for results, empower others while maintaining high performance standards; responsible for staff development, mentoring, performance management, engagement and recognition, administrative duties, etc
  • Establish and maintain and effective and efficient planning process for the division and operational functions being supported, including coordination of a planning calendar with key dates and deliverables
  • Prepare and coordinate monthly S&OP financial processes and presentation of Executive S&OP package to Sr. Staff
  • Ensure EHS goals are established and achieved. Promote adherence to EHS policies, procedures, rules and regulations. Recognize
  • EHS achievements across the organization. Ensure departmental employees receive EHS training
  • Responsible for implementing and maintaining the effectiveness of the Quality System
  • Bachelor's degree or equivalent experience required; advanced degree (such as a Master's or MBA) is desired
  • Relevant experience to develop the competence required to meet the skills and responsibilities of the position
  • Ability to clearly, concisely and accurately communicate with others through various means
  • Ability to interact with finance and non-finance professionals at all levels
  • Ability or aptitude to supervise others
  • Demonstrated initiative, analytical thinking, critical-thinking, problem solving skills
  • Ability to operate independently and in groups
  • Demonstrated initiative, analytical thinking, critical-thinking, problem-solving skills
  • Ability to operate independently with broad scope of responsibility under minimal supervision and under challenging time constraints
  • Ability to facilitate interpretation and understanding of data, identify risks, develop recommendations and implement solutions
  • Ability or aptitude to utilize computer software applications to complete tasks
180

Retail Financial Planning & Analysis Resume Examples & Samples

  • Play key role in the annual sales and revenue planning process together with monthly forecasting and reporting
  • Develop detailed sales and revenue budget and forecast models to drive high quality decision-making
  • Manage the weekly and monthly management reporting processes and coordination with the team in India
  • Lead the financial modelling for business appraisal, pricing and strategic projects
  • Play a key role in the Quarterly Business Review and Investor Relation processes
  • Analyse trends in the business each month and produce detailed reports for senior management highlighting key changes
  • Develop presentations and detailed financial analyses and present to senior management
  • Create a cohesive narrative in communicating results to senior management and present data in a simple and clear manner
  • Experience in budgeting, planning, and reporting, preferably in asset management or the broader financial services industry
  • Experience acting as a successful finance business partner
  • Experience with financial modelling is preferred
  • Advanced Excel skills required, experience with TM1 Cognos preferred VBA skills a plus
  • Able to work effectively under pressure and in a rapidly changing environment in order to meet deadlines
  • Focused attention to detail and high standards for quality and accuracy in his/her work product
  • A great attitude and strong work ethic
  • Collaborative, team-oriented, service-oriented
  • A desire to work in a high-energy environment with a dedicated commitment to excellence
181

Director of Planning & Analysis Resume Examples & Samples

  • Provide friendly, fast, and helpful customer service, through the consistent practice and delivery of Marquee Customer Service to all guests and team members
  • Responsible for directing the overall operations and staff of the Planning & Analysis department. Develops, implements and manages operational goals and monitors achievements of performance and profit objectives
  • Ensures that scheduling is done in an effective and efficient manner, while maintaining labor costs, meeting staffing objectives and achieving deadlines
  • Responsible for preparing, monitoring and adhering to budgets and ensuring compliance to departmental budget initiatives. Reports budget concerns / deviations to the Executive Management / GM
  • Proactively seeks out margin enhancement opportunities and provides recommendations with relative departments and implements change
  • Identify Market trends develop strategies to address potential concerns
  • Primarily responsible for short and long term financial analysis for the property including labor, and financial data reporting. Exercise discretion and independent judgment within the Manager of Business Planning and Analysis function including
  • Calculates profitability of marketing programs. Analyze results to identify opportunities for improving efficiency of marketing expenditures. Communicate findings to executive team
  • Oversees all aspects of preparing the annual budget
  • Develops, maintains and distributes key operating metrics to evaluate attainment of company’s operating, service and financial objectives
  • Performs queries of various databases to extract data for use in analysis
  • Prepares ad-hoc analysis as needed
  • Enthusiastically supports, actively promotes, and demonstrates superior customer service in accordance with department and company standards and programs. Ensures customer service standards are followed by all team members and addresses issues as they arise. Responsible for the overall achievement of department customer service goals
  • Responsible for ensuring the compliance with all regulatory compliance within area of responsibility and reporting potential issues to Executive Management / GM
  • Maintains strict confidentiality in all departmental and company matters
  • Bachelor’s degree (B.A. / B.S.) from an accredited four-year college or university; MBA preferred
  • At least five years casino experience is preferred
  • Must have broad knowledge of accounting and financial analysis
  • Experience with computer report writing software highly desirable
  • Advanced Excel spreadsheet skills essential
  • Skilled in the use of Microsoft Word, PowerPoint, Excel, Access, COGNOS, SQL, CRM, CDS, ACES and any other systems required to process, analyze and present data is highly preferred
  • This position is responsible for providing a high level of customer service and promoting a positive attitude to create a fun and entertaining experience for our guests and employees
  • Must understand and speak the English language
  • Must be able to acquire and maintain appropriate gaming license
  • Responsible for staff development and training programs
  • Responsible for rewards and recognition program to maximize employee engagement
  • Evaluates team members within department and delivers constructive feedback to employees in regards to performance
  • Determines recommendation for staffing (including interviewing and hiring) and scheduling (planning, assigning and directing work) to meet business needs
  • Determines work procedures and expedites workflow
  • Responsible for employee performance (disciplining, coaching, counseling)
182

VP Operational Planning & Analysis Resume Examples & Samples

  • Define JetBlue’s Operations Planning and Analysis strategy and gain support at all levels of the organization using data, compelling business rationale, and personal influence and credibility
  • Oversee the analysis that drives Operations decision making to ensure quality, efficiency and alignment with corporate strategy
  • Oversee the workforce planning functions of all Operations groups including Airports Planning, Crew Planning and System Planning, and partner with the Network Planning teams to optimize operational margins
  • Develop and implement an Operations team metrics strategy, including metric definitions, dashboards, communications plans, and framework for an optimal metrics driven decision making
  • Establish the data collection and analysis strategies for JetBlue
  • Oversee the design of the operating data collection and analysis systems
  • Own the overall operations budget, and mediate between competing departmental needs with the goal of finding optimal solutions at the corporate level
  • Collaborate with other business areas in improving communication and teamwork to drive efficiencies
  • Take a significant role in the development of crewmembers to support the engagement, growth, goal achievement
  • Bachelor’s Degree in Business, Aviation, Analytics, Mathematics, Computer Science or related field
  • Ten (10) years of broad operational experience, preferably within the airline industry
  • Five (5) years leadership experience
  • Knowledgeable of analysis and planning techniques
  • Knowledge of airline operations and business models
  • Demonstrated ability to create and present a business case, including simplifying complex analyses
  • Demonstrated broad experience leading large cross-functional teams
  • Available for moderate overnight travel (up to 20%)
  • Able to work flexible hours and be available for an emergency response on short notice
  • MBA or Master’s degree
  • Must fulfill safety accountabilities as prescribed by JetBlue’s Safety Management System
  • Identify safety and security concerns, issues, incidents or hazards that should be reported and report them whenever possible and by any means necessary including JetBlue’s confidential reporting systems (Aviation Safety Action Program (ASAP) and Safety Action Report (SAR))
183

Financial Planning & Analysis Partner Resume Examples & Samples

  • Excellent interpersonal, listening and communication skills combined with ability to condense detailed subject matter into clear and effective communications
  • Builds broad-based business relationships across the organization. Skillfully influences peers and colleagues to promote and sell ideas. Proactively surfaces and resolves
  • Conflict with minimal noise
  • Must possess strong understanding of the business and its commercial drivers in the context of the various trades and segments
  • Stakeholder Management
  • Ability to lead, influence and drive change across multiple business units
  • Results oriented, drives issues to closure
  • Organization and time management skills; multi-tasking and prioritizing (based on impact), planning work activities efficiently to meet deadlines and high level goals
  • Ability to understand when high level of detailed analysis is needed and when higher level reviews are sufficient
  • Adaptable and able to keep the bigger picture in focus while navigating through a complex issue
  • Ability to work both independently, as well as and as part of a cross-departmental team where innovative solutions are required
  • Possess an excellent knowledge of the NAM market and infrastructure
  • Working knowledge of Salesforce.com
  • Participation or leadership of a process improvement project (i.e. green belt)
  • Transportation logistics industry experience, understanding of detention and demurrage a plus
  • Finance business partnering experience supporting commercial/sales businesses
  • Experience working with data analytics and Business Intelligence dashboards
  • Experience with Project Management & Change Management
184

Global Manager of Financial Planning & Analysis Resume Examples & Samples

  • Lead the preparation of the monthly forecast and Quarterly Operating Reviews working in conjunction with the BU Commercial and Financial Leaders
  • Responsible for financial reporting for the Consolidated Global business. Monitor orders, sales, profit, and cash against forecast on a daily, weekly, monthly, and quarterly basis
  • Evaluate business performance including Income Statement, Working Capital, and spending analysis
  • Coordinate and prepare consolidated annual budget and assist in strategic planning process
  • Analyze variances and develop narratives to communicate to senior management, specifically driven by PBIT walks and other bridging tool
  • Prepare and consolidate monthly financial statements in accordance with US-GAAP and IDEX corporate requirements
  • Maintain formal internal controls and support annual SOX and internal audit cycles
  • Serve as the lead for Hyperion Corporate consolidation system (HFM) for the platform, as well as BLADE Business Line consolidation tool. Conduct on-site and remote training to new users, as well as, keeping existing users informed of changes to corporate reporting requirements
  • Provide ad hoc 8020 analytics support, partnering with cross-functional resources
  • Provide other financial and commercial ad hoc analysis and support as requested
  • Ability to build relationships at all levels within the organization
  • Clear, precise verbal and written communication skills
  • Strong business acumen and analytical skills with a demonstrated ability to gather, analyze and present data
  • Operations and commercial literacy
  • Ability to organize multiple responsibilities and deliver results in an accurate and timely manner while adapting to changes in priorities
  • Ability to influence and strategically partner with individuals of various educational and technical backgrounds, both inside and outside the organization
  • Detail and process oriented
  • Ability to manage multiple projects and meet deadlines under pressure
  • Self-starter with a strong sense of urgency and follow up skills
  • Consistently operates at the highest level of integrity and is never willing to compromise with regards to ethical standards
  • Bachelor's degree in Accounting or Finance and/or MBA required (MBA/CPA a plus)
  • A minimum of 5-7 years of relevant experience, ideally in a similar-sized multi-site operation, including experience in finance and accounting in a manufacturing environment
  • Experience in preparing, analyzing, and implementing accounting and reporting requirements
  • Experience in a process focused organization (Six Sigma, Value Streams, Lean)
  • Experience with Hyperion and ERP system (JDE) preferred along with proficiency in Microsoft Office applications
  • Must have a proven track record, demonstrated by a progressive level of growth in responsibility
  • Leads and/or participates in special projects and assignments as required
  • Maintains the professional standards of the Finance Department
185

FP&A Performance Planning & Analysis Lead Resume Examples & Samples

  • Bachelor or Master’s degree in a Business Economics, Finance and/or Accounting orientated study. Professional certifications preferred
  • 10-15 years of progressive working experience and roles in e.g. Finance, FP&A, financial control, management reporting and analysis, preferably within an international environment
  • Intellectual capacity to digest complex information, see trends & analysis through data
  • Advanced technical skills in Excel, ERP (SAP preferred), PowerPoint, also in reporting & analytical tools, like SPSS, Business-Intelligence environments, SQL, etc
  • Deliver meaningful, accurate and timely reporting, analysis and planning support for senior analysts, managers and FP&A stakeholders
  • Strong affinity with LEAN processes and tools
  • Curious mind-set, with excellent communication skills
  • Business savvy and political acumen to be able to interact with General Managers of the businesses. Executive presence and proven track record of interacting with senior management
  • Ability to balance speed and accuracy
  • Take pro-active ownership and accountability for independent analytical work or process coordination and improvement
186

Enterprise Operations & Technology Planning & Analysis Senior Manager Resume Examples & Samples

  • Prepare executive presentations for senior management review
  • Reporting and analytics of repositioning charges
  • Provide reporting and analytics of balance sheet and revenue forecasting
  • Forecasting and planning
  • Provide key financial and operational analyses and forward looking projections to business partners
  • Work and partner with multiple areas across Citi FP&A
  • Lead/Participate in projects and ad-hoc requests
  • 10 plus years relevant experience in Finance, Accounting or Project Management
187

Global Ops Financial Planning & Analysis Resume Examples & Samples

  • Opex controller to support Chief Supply Chain Officer staff including forecast/outlook/actual reporting
  • Consolidation of overall Global Operations headcount and opex reporting
  • Variance analysis and proactively drive actions to close cost challenge
  • Publish monthly KPI report to enable executives to keep a pulse on the business and continue to drive operational excellence
  • Coordinate and publish a quarterly financial report and highlighting financial and operational performance
  • Provide system controllership/governance of Ops channels for Financial systems (FDM/HPT)
  • Assist with and implement reporting process improvement plans and or tools to increase accuracy and range of reporting
  • Degree Holder in a Business / Finance discipline
  • Finance & Accounting background preferred
  • FP&A experience is critical
  • Business Planning / Reporting knowledge
  • Minimum 7 years working experience in a similar capacity
  • Excellence in business analysis
  • Strong presentation to Senior Management
  • Excellent Communication and presentation skills (with different level in the organization and various regions)
  • Previous experience with Financial reporting & systems preferred
  • Proactive and self motivating
  • Results orientated
  • Microsoft Office with high level of Microsoft Excel proficiency required
188

Global Financial Planning & Analysis Leader Resume Examples & Samples

  • Bachelor's Degree in Finance or Business from an accredited university or college
  • Minimum of 8 years of finance experience with a minimum of 3 years of experience in a multinational company in FP&A / Supply Chain / Commercial or Fulfillment finance roles
  • Master’s Degree in Business Administration (MBA) or Finance
  • CPA (Certified Public Accountant) / ACCA (Association of Chartered Certified Accountant) with ‘Big 4’ audit manager experience
  • Ability to work under tight deadlines and to prioritize under pressure
  • Strategic thinker with the ability to create and execute concrete action plans
  • Strong analytical, project management, and organizational skills
  • Knowledge of accounting policy and practices
  • Experience with ERP’s and BI systems
189

Senior Analyst, Fin Planning & Analysis Resume Examples & Samples

  • Assists in the development of strategic plans for existing, new, or proposed business operations, with a focus on Next Generation Access Network programs
  • Partner with Field finance and operations teams to deliver timely and accurate forecasts of construction-related capital and operating expenses
  • Assist in the creation, monitoring, and maintenance of a construction database, including development of construction performance metrics
190

Cib-f&bm-regional Planning & Analysis Resume Examples & Samples

  • Ownership of daily, weekly and monthly reporting of CIB key operating metrics including revenue drivers, expense analysis and headcount to senior management and regulators
  • Support EMEA country reporting including country dashboards, country P&L, client reporting, expense and headcount reporting
  • Working closely with CIB Product Controllers, Legal Entity Controllers, CIB LOB P&A and Mumbai based CIB Finance service center who produce the majority of the standardised reports
  • Finance qualification and/or experience
191

CIB F&BM Core Planning & Analysis Resume Examples & Samples

  • Strong project management & process re engineering experience with track record of delivering under pressure and to tight deadlines
  • Contribute and present to senior management on financial performance, budgets, strategic reviews
  • Lead Financial analysis for CIB, and have the ability to translate financial/ operational data to meaningful information/ analysis resulting in improved business performance
  • Provide thought leadership and influence on driving consistent reporting practices across our businesses, best practices, reporting solutions and implement controls to ensure accurate financial reporting
  • Minimum of 8+ years of business and financial management experience
  • Execution focused self-starter with strong initiative and eye for detail; able to take ownership and work independently, as well as on a team
  • Responds with flexibility in dynamic environment and comfortable with addressing ambiguity
192

Director Retail Planning & Analysis Resume Examples & Samples

  • Develop seasonal/annual budgets by account
  • Develop supporting strategic business plans
  • Ensure formation of account open to buy plans that ensure our financial objectives are met
  • Create and manage by door plan objectives
  • Create/manage price ladders that support account open to buy plans
  • Manage reporting on business productivity metrics
  • Re-project monthly sales and markdowns based on trends, receipt flow and promotions
  • Identify & resolve to opportunities/issues by account that exist in sales, markdowns, allowances etc
  • Analyze in season selling by account/total division. Make in season business/mark down recommendations
  • Manage department allowance budget
  • Oversee monthly process of reforecasting shipments to our customers
  • Ensure EDI business is maximized and projected accurately
  • Collaborate with Sales to develop class assortments by account
  • Collaborate with Sales on all market activity
  • Supervise/manage 1 or more analysts
  • Strong communication, presentation, negotiation and decision-making skills
  • Extensive experience in planning & analysis; wholesale experience preferred
  • Solid understanding of retail financials including GM, allowance calculations