Planning & Analysis Resume Samples

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T Kerluke

Thomas

Kerluke

228 Lexie Mission

Chicago

+1 (555) 918 1792

228 Lexie Mission

Chicago

Phone

p +1 (555) 918 1792

Experience Experience

San Francisco, CA

CIB F&BM Planning & Analysis

San Francisco, CA

Braun, Fritsch and Schmidt

San Francisco, CA

CIB F&BM Planning & Analysis

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

New York, NY

Senior Manager of Financial Planning & Analysis

New York, NY

Huel, Murazik and Frami

New York, NY

Senior Manager of Financial Planning & Analysis

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

present

Boston, MA

Director of Planning & Analysis

Boston, MA

Crona-Oberbrunner

present

Boston, MA

Director of Planning & Analysis

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

Education Education

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

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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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%

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 *****************

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

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

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

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

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

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

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

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

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

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