Senior Financial Planning Resume Samples

The Guide To Resume Tailoring

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

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

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

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

Noavatar-profile
NM
N Mraz
Naomi
Mraz
551 Casper Hill
Los Angeles
CA
551 Casper Hill
Los Angeles
CA
Experience Experience
10/2015 – present
New York, NY
Senior Financial Planning & Analysis Analyst
New York, NY
Senior Financial Planning & Analysis Analyst
10/2015 – present
New York, NY
Senior Financial Planning & Analysis Analyst
10/2015 – present
  • Developing financial models and communicating results to senior management
  • Assist the VP of Finance with the preparation of monthly and quarterly and annual management reporting and analysis
  • Recommend improvements to controls and test programs to improve overall control environment
  • Prepare monthly management reporting and other ad-hoc reporting, ensuring quality self-reviews on own work
  • Performs analysis on flash reporting comparing updated forecast to actual information
  • Support the creation of business metrics to monitor customer, regional, and overall fleet performance
  • Diagnose government compliance findings and draft internal audit reports and presentations to management
03/2009 – 05/2015
Detroit, MI
Senior Financial Planning & Control Analyst
Detroit, MI
Senior Financial Planning & Control Analyst
03/2009 – 05/2015
Detroit, MI
Senior Financial Planning & Control Analyst
03/2009 – 05/2015
  • Develop and distribute monthly budget vs actual reports to senior management for control purposes
  • Assist in creating, monitoring and analyzing monthly cash flow and debt reports to senior management for financial control purposes
  • Proficient in developing senior management level presentations
  • Contribute ideas, enthusiasm and support to the continuous improvement of the processes
  • Prepare key performance indicators, uploading on global reporting system
  • Support in preparing, analyzing and consolidating the budget and 10 year plan
  • Knowledge of data analysis, forecasting and budgeting methods
08/2004 – 10/2008
Detroit, MI
Senior Financial Planning & Analysis
Detroit, MI
Senior Financial Planning & Analysis
08/2004 – 10/2008
Detroit, MI
Senior Financial Planning & Analysis
08/2004 – 10/2008
  • Support forecasting and analysis of actual results deviations to forecast related to SAS cash flow and balance sheet. Develop report formats and analytical models that assist in forecasting of Working Capital and Cash flow
  • Work with functional dept owners to accurately forecast and report departmental expenses and recommend actions to maintain cost control
  • Support the monthly Sales planning process and reporting of sales by channel and product line
  • Planning, forecasting and analysis of financial data used to measure progress, summarize variances, and forecast results
  • Financial systems security, maintenance, consolidation and balancing
  • Overhead Budget planning and monthly variance analysis by budget owner
  • Forward Pricing Rate calculations / proposal analysis and negotiation, Over/Under Absorption Rate analysis
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
North Carolina State University
Bachelor’s Degree in Business
Skills Skills
  • Strong attention to detail
  • Detailed knowledge of ERP (Oracle/SAP/HFM)
  • Willingness to grow professionally in the position
  • Microsoft Office/Suite proficient (Project, Word, Excel and PowerPoint)
  • Solid analytical and research skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Excellent mastering of Excel and PowerPoint
  • Highly organized
  • Able to multitask efficiently and effectively
Create a Resume
1

Senior Financial Planning Specialist Resume Examples & Samples

  • 3+ years of securities experience
  • Financial planning experience required
  • Life, Health, and Long-Term Care Insurance Licenses, preferred
  • Strong knowledge of Social Security beneficial
  • Exceptional attention to detail and proofreading skills
  • Understanding of financial planning process, fiduciary standards and rules and regulations covered under the Investment Adviser Act of 1940
2

Senior Financial Planning & Analysis Resume Examples & Samples

  • Develops, prepares, analyzes, and presents various financial reports to the Company’s senior leadership team
  • Prepares financial forecasting reports and presents reports as required (weekly, monthly, quarterly)
  • Collaborates and contributes on ad-hoc projects for newly proposed programs, pricing, or opportunities
  • Acts as a business liaison between Finance and IT to review and implement improvements to business processes
  • Lead the design, reporting, and implementation of the financial reporting system (Essbase)
  • Prepares the quarterly bank covenant financial report
  • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
  • Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, pricing, new store rollouts as well as new projects
  • Analyze complex financial information and reports to provide accurate and timely financial. recommendations to management for decision making purposes
3

Senior Financial Planning Consultant Calgary Resume Examples & Samples

  • Responsibility for “discovering” clients, preparing, reviewing and delivering complex financial plans for/to high net worth clients of both SM and SPCG
  • Provide ongoing, professional financial planning advice on complex strategies to Wealth Advisors, Primary Relationship Managers, Financial Consultants, clients and other staff of SPCG Centers and SM Branches
  • Work closely with members of the internal Team of Experts and Wealth Advisors to ensure there is an integrated, organized and comprehensive approach to financial planning
  • Educate staff of SPCG and SM to foster and encourage the use of financial planning to drive the business forward and uncover opportunities and gather/consolidate assets
  • Develop professional relationships with local external experts (i.e. CA's, lawyers, and other professionals as required) to provide optimal service on complex planning matters
  • Facilitate client and staff workshops and seminars on various current topics relating to financial planning. This will require some independent research
  • Financial planning experience with HNW clients and complex scenarios
  • Ability to operate effectively in a matrixed management model
4

Senior Financial Planning & Analysis Analyst Resume Examples & Samples

  • Developing financial models and communicating results to senior management
  • Consolidate financial results
  • Assist in strategic planning inclusive of business plan preparation
  • Ad hoc duties as required
  • Bachelors degree in Accounting, Finance or Economics
  • Preference will be given to candidates with a Master's in Finance or Business Administration
  • 5-7 years of relevant experience is necessary along with strong analytical capabilities and proficiency in financial modeling and analysis
  • Hyperion Planning experience is preferred
5

Senior Financial Planning & Analysis Resume Examples & Samples

  • Administer and maintain the Security & Access Solutions HFM financial reporting system used for reporting of financial results to Americas management and operations. Coordinate data requirements of the Americas HFM system, update with actual data as required by SAS time-sensitive closing schedule. Review and reconcile P/L, B/S and supplemental data with the corporate HFM system
  • Work with functional dept owners to accurately forecast and report departmental expenses and recommend actions to maintain cost control
  • Administration
  • Project Manager
6

Senior Financial Planning & Analysis Resume Examples & Samples

  • Financial planning and analysis related activities for the monthly forecasting and annual OMM planning process for the Balance Sheet, including HFM uploads and monthly variance analysis. Support the Profit and Loss statement analysis as needed
  • Support the monthly closing and forecasting process including monthly deliverables for ISR & Space Systems
  • Forward Pricing Rate calculations / proposal analysis and negotiation, Over/Under Absorption Rate analysis
  • With the pending SAP implementation involvement in determining the OH account structure and data validation for the balance sheet accounts will be required
7

Senior Financial Planning Consultant Resume Examples & Samples

  • Assist advisors via phone in the design of financial planning solutions for their clients; help advisors illustrate specific cases concerning their clients within LPL Financial's WealthVision software platform; contribute to advisors satisfaction by providing them with timely and responsive services,assistance with implementation and work products
  • Timely and accurate processing of financial planning engagements. Identifying implementation opportunities from phone call and financial plan reviews for inter-department referrals. Thoroughly and accurately analyze information; work with internal resources to prepare practical and creative solutions to client's financial planning situation and arrive at appropriate conclusions; share planning ideas with others as well as participate in and contribute to achieving team goals
  • Provide Advisor onboarding support to our LPL Financial internal business partners; Being prepared and professional with Advisor engagements through the home office visit process;timely follow-up with advisor and internal business partners specific requests
  • Demonstrate an understanding of increasingly complex personal and business financial planning concepts and discuss complex personal and business financial planning issues with financial planning team and advisors. keep informed of current financial planning developments and effectively apply knowledge to client situation
  • Bachelor's degree in Business, Finance, Accounting, or related field
  • 3-5 years of experience in personal financial counseling within a professional services and/or a financial planning environment
  • Series 7 and 63, 65 or 66 required
  • CFP required
  • Series 24 strongly preferred
  • Broad exposure to financial planning
  • Must have strong knowledge of financial planning software; eMoney knowledge is a must
  • Experience with federal income taxation matters
  • Ability to effectively communicate with Advisors in person and via the phone, excellent interpersonal and organizational skills
  • Strong in Outlook, Excel, Word
8

Senior Financial Planning & Analysis Controller Resume Examples & Samples

  • Drive and execute the planning and execution of the annual budgeting process and periodical forecasting process
  • Implement and maintain best-of-class monthly and ad-hoc financial forecasting process in strong collaboration with commercial channels and brand finance counterparts
  • Co-creator of the preparation, analysis and presentation of financials and operating results for senior leadership
  • Consolidate and format presentations for business updates and other meetings including monthly comments for FP&A Manager and Finance Director
  • Drive monthly closing process with market subsidiaries to ensure compliance with Group deadlines and reporting policies
  • Review and analyze FY (full year) impact of FX (exchange rates) developments and impact on NM (net margin)
  • Review and consolidate LAM R&O (risks and opportunities), present proposal to Market Financial Director for sign/off and submission to HQ
  • Partners with commercial channels and brands leadership to analyze the pricing strategies to maximize profitability, optimal product mix and contribution targets
  • Review submissions of TA (target adjustments) from countries, coordinate feedback and calculate year-end achievements
  • Analyzes proposed business opportunities, projects and other pending decisions to determine impact on company’s financial results, in order to identify ways to improve the economics for the Company and prepares post-mortems on outcomes
  • Main point of contact for Market LAM regarding GRAPE (adidas Global reporting system) to ensure Report Maintenance and proper functioning and correct upload of financials, for the countries and for global counterparts
  • Main point of contact for Market LAM regarding MicroStrategy Reporting system to ensure maintenance and proper functioning and correct upload of financials, for the countries and for global counterparts
  • Support end to end TMaG (Taylor Made adidas Golf) Financial reporting process for Market LAM
  • IT Skills: Outlook and Word basic, Excel/PPT advanced; basic Datawarehouse
  • Language Skills: Spanish fluent and English advanced. Portuguese ideal, not a must
  • Excellent presentation skills. Strong attention to details
  • Analytic/interpersonal skills, ability to present subjects in a clear manner, being curious to understand "the whole story"
  • University degree and/or post-graduate degree in Finance, Economics, Accounting and Industrial Engineering
  • 3-5 years of experience in Finance related area of a multinational company
  • Preferable with experience supervising teams
9

Senior Financial Planning & Analysis Accountant Resume Examples & Samples

  • Work with various functions of the business to improve the quality, level and amount of cost information so that drivers and KPI's can be understood and substantiated
  • Create financial models, standard costs and simplified dashboards through obtaining buy-in from key stakeholders and implementing across the group
  • Drive projects / business case analysis, create data efficiencies and identify trends to support the growth of the business as required to the FP&A manager
  • Monthly reporting - preparation of monthly cost centre reports including variance analysis, allocations with invoices to Business Units and commentary providing insightful recommendations
  • Assist in the development of long-range strategic planning process for new product/service offerings for the greater group
10

Senior Financial Planning & Analysis Analyst Resume Examples & Samples

  • Education / Certifications
  • Experience / Qualifications
  • Strong analytical, problem-solving and trending skills
  • Focus on results and the ability to drive tasks to completion
  • Demonstrated effectiveness in working across functions, organizations and all levels of management
  • Working knowledge of continuous improvement principles (e.g. ACE, QCPC)
  • Knowledge of our Program Management toolsets (SAP, Primavera, Dassian, eCSVAR)
11

Senior Financial Planning Specialist Resume Examples & Samples

  • Assist in the development, preparation and consolidation of monthly financial forecast and annual plans. Load forecast and plan data to the Hyperion system. Evaluate actual results for reasonableness and prepare fluctuation analysis on balances as necessary
  • Utilize the Americas Commercial HFM financial reporting system used for reporting of financial results to Americas management and operations. Coordinate data requirements of the Americas HFM system for business areas supported, update with actual data as required by Carrier's time-sensitive closing schedule. Review and reconcile P/L, B/S, Cash Flow and supplemental data with the corporate HFM system
  • Work with functional dept owners to accurately forecast and report SG&A expenses
  • Manage actual and forecast process for balance sheet and cash flow for total Commercial business
  • Participate in working capital analysis including cash flow forecasts
  • Prepare presentations for key meetings with executives
12

Senior Financial Planning & Analysis Resume Examples & Samples

  • Maintain and update product costing, financial models, and expenditure reporting for the projects
  • Participate in and develop data for program management Passport reviews as required
  • Participate in annual business/financial plan development
  • Knowledge of cost accounting, and the ability to apply this knowledge to support new product development and assist in identifying opportunities for cost reduction
  • Strong analytical skills with demonstrated ability to pull data from assorted sources/systems and synthesize in both graphic and verbal format so that it is easily understood by the target audience
  • Actively support all program passport reviews, including development and presentation of program
  • Review slides
  • Analyze, verify, and consolidate all financial inputs from sales and marketing, the factories, and engineering, to ensure that the resulting consolidated financials are accurate, consistent with the scope of the program, and fairly represent the overall Carrier cost and financial benefit of the program
  • Complete special analyses/projects as required
  • Responsible for HFM load and retrieves
  • Continuous improvement utilizing ACE tools
  • RDE – planning, forecasting, reporting, detailing out programs / projects
  • Capital – car oversight, developing business cases, program alignment; besides planning, forecasting, reporting
13

Senior Financial Planning & Analysis Resume Examples & Samples

  • Debt analysis
  • Regulatory Reporting
  • M&A analysis
  • Financial Modeling
  • Financial Statement variance analysis
  • 5+ years of budgeting and reporting experience, FERC preferred
  • Bachelor’s Degree in Finance with an MBA preferred
  • Oracle, PeopleSoft, SAP or JDE exposure a plus
  • Strong Excel and modeling skills
  • Must be comfortable presenting to all levels of management
14

Senior Financial Planning & Analysis Analyst Resume Examples & Samples

  • Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, trended future requirements, and operating rolling forecasts
  • Performs analysis on flash reporting comparing updated forecast to actual information
  • Assists in the review and preparation of manufacturing standards and analysis
  • Assists Corporate Controller and CFO as needed with projects
  • Supervises and trains staff in learning and understanding reporting and analysis of the Aluminum product stream
  • Reviews reports to analyze projections of sales and profit against actual figures, budgeted expenses against final totals and suggest methods of improving the planning process as appropriate
  • Analyzes stream operations to pinpoint opportunities and areas that need to be re-organized, focused on, or changed. Develops and monitors product line costing for aluminum product stream by product line
  • Minimum 5 - 7 years experience in FP&A or Corporate Finance (preferably in a Manufacturing environment)
15

Senior Financial Planning & Analysis Analyst Resume Examples & Samples

  • Support the creation of business metrics to monitor customer, regional, and overall fleet performance
  • Support the annual contract EAC process
  • Identify opportunities to implement business reporting tools (BW) to drive process efficiency and repeatability
  • Monthly closing variance analysis and reporting
  • Monthly MML and OMM forecast roll-up and submission to HFM
  • Tracking of Engine Services Risks & Opportunities (e.g. LCCO realization, Time on Wing performance, Near Wing utilization)
  • Cash flow reporting (e.g. A/R aging, Invoice tracking)
16

Senior Financial Planning Consultant Resume Examples & Samples

  • Engage Scotia Wealth Management™ advisors and meet with their high net worth clients for a “discovery” meeting
  • Prepare a complex financial plan with input from other internal experts and meet with the client to deliver the financial plan
  • Provide ongoing, professional financial planning advice on complex strategies to Wealth Advisors and other Scotia Wealth Management specialists
  • Work closely with internal experts and Scotia Wealth Management specialists to ensure there is an integrated, organized and comprehensive approach to financial planning and client solutions
  • Financial planning experience with HNW clients and complex cases
  • Flexibility and desire to work in a team and process driven environment to deliver results
  • Ability to model complex plans and provide possible solutions for HNW clients
17

Senior Financial Planning & Analysis Analyst Resume Examples & Samples

  • Bachelor's Degree in Finance, Business, or Accounting from an accredited institution
  • Minimum 5 years of finance experience
  • Preparing annual and multi-year plans and forecasts based on economic assumptions and guidelines
  • Management of compliance requirements resulting from SOX and US GAAP
  • Proficiency in Excel and PowerPoint including Think-Cell, advanced experience with Oracle (Hyperion, Smartview, EBS and Discoverer.)
  • Proficiency in system which tracks and manages cost savings and benchmarking actions throughout the business in different areas (Productivity, Growth and Assets including Working Capital)
  • Financial systems and reports (KPI reporting and bridging)
  • Experience with FX and Metal P&L impacts and knowledge of sensitivities analysis
18

Global Senior Financial Planning & Controlling Analyst Resume Examples & Samples

  • Develop and manage monthly reporting, analysis, commentary, forecasting/planning process and actions for sales and related activities, including OCEAN expert system ownership, data hierarchy maintenance, price/volume/exchange, daily sales tracking etc
  • Develop and manage monthly reporting, analysis, commentary, forecasting/planning process and actions for cost/allocations and related activities, including COINS expert system ownership, data hierarchy maintenance, discretionary cost, OPEX, etc
  • Coordinate and challenge annual Strategic Path Analysis around sales, cost and margin
  • Lead price-volume-exchange and margin analytics as well as related actions
  • Lead internal and external to divisional allocations transparency and support Fit for Profitable Growth initiative as well as the functional owner manager process as part of Service Demand Management
  • Project manage preparation/analysis for senior management and investor reviews and other ad-hoc business projects/initiatives, as needed
19

Senior Financial Planning & Analysis Analyst Resume Examples & Samples

  • 3+ years of Financial Planning & Analysis experience
  • Bachelor's Degree in Accounting, Economics, and/or a Finance
  • Previous experience with Budgeting / Forecasting / Planning and Financial / Revenue / Expense Analysis
  • Microsoft Office/Suite proficient (Project, Word, Excel and PowerPoint)
20

Senior Financial Planning Consultant Resume Examples & Samples

  • Lead the planning discovery process, independently or in partnership with internal client relationship team members
  • Prepare & review complex financial plans and/or executive summaries incorporating various wealth strategies, in partnership with internal Scotia Wealth Management Specialists & Wealth Advisors
  • Present financial plans / wealth strategies in partnership with Wealth Advisors
  • Update financial plans as and if necessary after presentation; Understand implementation status of plan recommendations. Provide support for periodic reviews
  • Develop & sustain external COI relationships for mutual benefit – expertise for clients & source of referrals
  • Work with Financial Planning and Advisory Services team to develop and maintain best practices, planning standards, technical and compliance knowledge
  • Complete ongoing reporting of plans completed, opportunities identified, and implementation status of planning action items
21

Senior Financial Planning Analysis Resume Examples & Samples

  • 3DEXPERIENCE, the Compass logo and the 3DS logo, CATIA, SOLIDWORKS, ENOVIA, DELMIA, SIMULIA, GEOVIA, EXALEAD, 3D VIA, BIOVIA, NETVIBES and 3DEXCITE are registered trademarks of Dassault Systèmes or its subsidiaries in the US and/or other countries
  • Be partner with our senior management to ensure sales operating results/metrics
  • You work with the Professional Channel executive management to define reporting packages
  • You provide expense forecasts that align with the key operational drivers
  • You produce, track and communicate operating metrics in a timely manner
  • You are partner with our Shared Services Accounting team to ensure accurancy of results
  • You contribute to the channel planning of our geography
22

Senior Financial Planning Product Manager Resume Examples & Samples

  • Liaison with other business groups including Product (Managed Money, Annuity and Credit), Legal, Compliance and Risk
  • Participate in enhancement council and manage taking suggestions and feedback, and work with management to prioritize, design, build, test, and rollout into production any enhancements or updates
  • Ensure that all the necessary internal approvals are met and disclosures and fillings are up to date as required
  • Work closely with members of the Investment Product Specialists and Wealth Advisory teams by answering Customized Financial Analysis-related questions
  • Be involved in testing in the UAT and Production environments for all enhancements, updates and upgrades. Will be responsible for scheduling and prioritization
  • Prepare client/Financial Advisor seminar and training materials and conduct client seminars and field force training sessions to any of the new enhancements and updates
  • Work on enhancement and development projects concerning Customized Financial Analysis applications
  • Ownership of the Retirement Calculator on Chase.com including anything from reporting to improving use, improving design and functionality, and how to create and solidify business opportunity
  • Bachelor’s degree with 5+ years of financial planning product support and/or management experience
  • Excellent working knowledge of each area of the Financial Planning process, including investments, insurance, tax, education planning, retirement planning, estate and wealth transfer strategies
  • Substantial work experience required in a financial advisory/sales and/or financial plan creation role
  • In-depth experience with financial planning and investment planning software applications and customized Excel modeling
  • Certified Financial Planner license preferred
  • NASD Series 7 and 63 licenses desired
  • Knowledge of Microsoft Office tools desired
  • Knowledge of Moneyguide Pro financial planning software highly desirable
  • Solid analytical, writing, communication, and technical skills required
  • Strong interpersonal, teamwork, and partnership skills are a must
23

Senior Financial Planning Sales Specialist Resume Examples & Samples

  • Create webexes designed to educate advisors on various aspects of financial planning, closing business, and prospecting
  • Conduct proactive marketing campaigns directed toward financial advisors, designed to promote financial planning services and increase financial planning sales company-wide
  • Conduct follow-up interviews to determine advisor success. Track sales, reward successes and offer additional assistance as needed
  • Coordinate efforts with and reinforce the activities of Regional Directors, other FAST Departments, and various departments within FAD
  • Maintain a commitment to continuing education in financial planning, and participate in sales and technical training to enhance professional growth
  • At least four years proven sales or sales support experience using financial planning, presentation and sales tools and software
  • Ability to handle detailed work with a high degree of accuracy
  • Ability to provide exceptional customer service and support to field sales force in a professional and timely manner
  • Strong PC skills to include MS Word, email, internet research, and various investment software tools
  • Experience with contact relationship management (CRM) systems
  • Experience using financial planning software tools for use with clients
24

Senior Financial Planning & Analysis Analyst Resume Examples & Samples

  • Apply Zero-Based Budgeting techniques to the elaboration of the Annual Operating Plan of the organizations under financial oversight
  • Own the monthly closing and reporting process, including the consolidation of transactions into the management reporting system in coordination with the Global Finance Center in Bangalore
  • Verify the coherence of the monthly management reporting and the different subsystems involved
  • Prepare monthly management reporting and other ad-hoc reporting, ensuring quality self-reviews on own work
  • Coordinating with colleagues based at the Global Finance Center team in Bangalore, execute or assist in the preparation of recurrent or one-off management reports, managing responsibly challenging deadlines
  • Interaction with corporate functions' staff and leader as to understand and/or explain business results vs. Annual Operating Plan, Forecasts and Prior Year data
  • Define actions, deadlines and owners resulting from analysis of reporting, executing those under the responsibility of the analyst
  • Understand financial processes relevant to the position including among others Account to Report (A2R), Procurement to Pay (P2P), Customer to Cash (C2C) and HR systems, and the interaction between systems, processes and stakeholders necessary to carry out the responsibilities of the role
  • Lead or participate in cross-country/cross-organization teams applying Sort, Store, Shine, Standardize and Sustain (5S) Principles in continuous process improvements initiatives on owned and shared processes
  • Participate on ad-hoc projects, like support to vendor bids process, set-up of new processes, integration of acquisitions
  • Minimum of 5 years experience in accounting and reporting, with good knowledge of annual operating plan procedures
  • Experience in working with remote teams (GFC, Cap Gemini or similar) required
  • Accounting degree required, and other finance qualification a plus
  • Strong English required while other Honeywell-relevant language a plus
  • Willingness to interact with senior management providing finance and variance analysis vs. AOP
  • Demonstrate ability to get results and meet deadlines
  • Willingness to grow professionally in the position
  • Strong technical accounting skills
  • Self-starter with ability to work effectively in remote teams
  • Ability to manage priorities and drive process improvements
  • Detailed knowledge of ERP (Oracle/SAP/HFM)
  • Advanced MS Office (spreadsheet) skills
25

Senior Financial Planning & Analysis Resume Examples & Samples

  • Develop, in conjunction with sales team principals, RFP team members, and Pricing/Contracting Manager, solutions and pricing that provide Xerox the best opportunity to win customer’s multiple unit and/or services decisions in the Geography to drive profitable revenue growth
  • Act as focal point for the identification and development of preferred customer contracting opportunities to maximize Xerox share of our customer’s document spend. Also provide ongoing support of these agreements once established
  • Provide consultation, support, and approval to sales staff on ValueQuix worksheets and workups to increase the velocity and accuracy of proposals, orders and revenue recognition
  • Act as the field program manager for the Financing Businesses group to drive high penetration of Xerox financing instruments, thereby delivering increased retention and profitability
  • Act as the subject matter expert for all administrative processes affecting order generation and on-going post sale support to ensure the most expeditious and issue-free experience for both internal and external customers
  • Capture and track approval and outcomes of all exceptions granted to provide intelligence to future opportunities, and to ensure compliance with all internal control processes
  • Strong Financial acumen
  • Positioning finance programs that meet both customer and Xerox requirements
  • Operating vs. Capital lease
  • Ability to lead discussions with Sales Teams on pricing
  • Understand and implement Empowered Pricing Programs across Sales ( Empowerment Letter and SVP Flex Funds)
  • Understanding of Key pricing tools and utilization
  • Valuequix, TCO, PDA, Balance Tool, etc
  • Support Key Pricing resources on finance and contracting
  • Sales, Delivery, Service, OGC and administration
  • Strong ability to do multiple activities simultaneously and meet stringent time demands
  • Ability to communicate value proposition to Customer on Price
  • Excellent Communication Skills for training of Field and other Pricing personnel
26

Senior Financial Planning & Analysis Analyst Resume Examples & Samples

  • Federal contracting compliance oversight
  • Internal audit facilitation for Federal contracting compliance reviews
  • Organization lead/contact for all external audit requirements involving Federal contracting Federal Contracting Compliance
  • Plan, develop and implement Federal contracting compliance testing programs
  • Document compliance processes
  • Performs specialized compliance reviews/audits for Federal contracting regulatory requirements covering FAR, DFAR, CAS, Business Systems, annual filing requirements, etc
  • Recommend improvements to controls and test programs to improve overall control environment
  • Follow-up to ensure that past recommendations have been implemented properly to correct deficiencies noted
  • Oversee maintenance and preparation of clear, detailed and accurate government compliance documentation, including narratives, control descriptions, risk control matrices, test plans, test results, and management responses and remediation
  • Be closely involved with the implementation of new systems to insure
  • Monitor, maintain and continuously improve government compliance systems in place for FAR/DFAR compliance, government required business systems, Cost Accounting Standards (CAS) and government required annual filings
  • Utilize sound judgment to identify and assess: risk, materiality, adequacy of audit evidence, compensating controls, and significance of findings
  • Diagnose government compliance findings and draft internal audit reports and presentations to management
27

Senior Financial Planning Manager Resume Examples & Samples

  • Lead and manage developing and reporting financial plans for 10 years long term plan, 3 years strategic business plan, annual business plan and certain business project plan such as 2018 Winter Olympic project financial plan, working closely with other teams (Marketing, Customer & commercial, Technical, PA&C, Olympic team, etc.) and aligning with the leadership team for goals/directions
  • Prepare and Provide accurate, realistic and timely monthly financial performance reports (Actual, Rolling Estimates, Brand P&Ls, Risks & Opportunities, etc.) for leadership team and other teams, supported with performance drivers understanding, aiming to foster decision making and corrective actions to deliver the BP financial targets
  • Monitor and analyse actual and forecasted trend of Volume and System Net Sales Revenue (by Brand/Pack/Channel – weekly and monthly), compare with system BP and KO BP, understand key drivers and report to leadership team and other teams for decision making and corrective actions. And also, manage monthly/quarterly financial settlements with Bottler for incidence pricing brands/products and system profit sharing brands/products
  • Manage all of routine and ad-hoc reporting requirements and communication with BU/Group/Corporate Finance functions, with accurate and on-time submissions (daily sales volume, weekly volume report, Actual P&L variances vs. RE/BP, Bottler inventory, DME, Economic Profit, )
  • Work with Korea CPS plant and Bottler procurement / finance teams to secure that Bottler Inventory and concentrate purchases can be managed at the required and reasonable level (vs. RE and BP). Also review slow sales trend products and Bottler inventory status by brand/flavour to report and wok with other teams (Marketing, CPS) to minimize KO side concentrate inventory write-off risks
  • Lead and champion for utilization of the finance planning tools (GPS, IPM, BPC), implementation of any new planning tool (i.e. EPM) and training to other finance employees
  • Overall responsibility for process improvement, global finance initiatives, capability development, objective setting and people management. And manage ad-hoc requests
  • To Manage Budget Assistant (Non-employee worker) with full supervision accountability including hiring, performance reviews, termination and coaching
  • Strong communication and presentation skills, leading initiatives with cross functions and delivering key messages to the leadership team
  • Strong negotiation and influencing skills, working with Bottler Finance for financial settlements in a way brining more values to company and system
  • Strong Analytical and planning skills, with attention to detail and to big picture for delivery of results and revenue growth
  • Ability and passion to improve and redesign processes and systems
  • Ability to operate in an environment of uncertainty and multi-tasks
  • Strong leadership behaviours, to manage and develop direct reporting associates
  • Minimum 12~14 years of relevant working experience in Finance area (accounting, controllership, financial planning, commercial finance)
  • In depth understanding and knowledge of TCCC systems, business processes, KO financial planning & reporting policies and practices
  • Professional Accountancy qualification such as CPA, CMA, CIMA, CA, or equivalent, or
  • MBA degree,
28

Senior Financial Planning & Analysis Analyst Resume Examples & Samples

  • Carries out responsibilities in accordance with the organization’s policies, procedures, and state, federal and local laws
  • Assist with the departmental budget and forecast, including creation of budget templates, data gathering from multiple sources, review accuracy, trend analysis and prepare PowerPoint presentations, when needed
  • Assist with budget and forecast through BPC system being able to create reports and manipulate data in the system. Uses excel templates for data consolidation when needed
  • Run and analyze month and quarter-end actuals for comparsion versus forecast; prepare reports and analyze variances
  • Work on ad-hoc requests as needed and upon management request
  • Ensures compliance with all Company policies and procedures, including safety rules and regulations
  • Generally Accepted Accounting Principles, practices and their applications
  • Pertinent federal, state and local laws, codes and regulations
  • Business English usage, spelling, grammar and punctuation
  • Business and personal computer hardware and software applications
  • Handling multiple projects, duties and assignments
  • Communicating clearly and concisely, both orally and in writing
  • Establishing and maintaining cooperative working relationships with others
  • Excellent mastering of Excel and PowerPoint
29

Senior, Financial Planning & Analysis Resume Examples & Samples

  • Lead budget and forecast preparation for assigned functions
  • Prepare cost projections for assigned functions
  • Analyze and report variances versus Plan/Forecast/Current and Past Trends for assigned functions
  • Identify areas of improvement within assigned functions and internally in the larger Finance team
  • Quarterly and Monthly Financial reports, and Ad-Hoc Reporting and Analysis
  • Create and maintain the Company’s five-year financial model. Partner with VP of FP&A to develop key revenue and cost drivers to utilize in the creation of the model
  • Ability to accurately meet all time sensitive reporting dates.\Build strong cross-functional partnerships to serve as a financial resource, support operations, provide business insights and improve business processes
  • Bachelor's Degree in Finance, Accounting, or equivalent
  • 1-3 years experience in Financial Planning and Analysis
  • Experience in working with global company and multi-currency reporting, preferable technology industry
  • Ability to comb through large volumes of data to provide financial insights
  • Demonstrated ability to roll-up sleeves and work with team members
  • Experience with implementing FP&A automated software preferred
30

Senior Financial Planning & Analysis Resume Examples & Samples

  • Under direct supervision, conducts and documents moderate to complex financial analysis projects
  • Prepares forecasts and analyses trends in manufacturing, sales, finance, general business conditions and other areas
  • Performs economic research work and prepares analysis of subjects such as rates of return, depreciation, working capital, investment and financial and expense performance comparisons
  • Handles special projects, as assigned
  • Bachelor's Degree in Finance, Economics, Accounting or equivalent
31

Wealth Senior Financial Planning Strategist Resume Examples & Samples

  • Prioritize and manage workload based on established goals for completion of planning engagements. Communicate status of work by utilizing the Wealth Financial Planning (WFP) Workflow Report
  • Make suggestions to WFP management for changes and/or enhancements to assure quality service and timely delivery of WFP services
  • Work on advanced financial plans for affluent clients (usually $15+ million) and develop actionable planning recommendations. Maintain a current level of knowledge in area of expertise to bring the most sophisticated planning solutions to BB&T Wealth
  • Mentor and teach specific area of expertise and communicate subject matter updates to other WM Strategists on a regular basis in order to increase abilities and knowledge
  • Utilize client relationship management software to record financial plan sale dates, proper crediting for implementation of products, planning activity, and delivery of financial plans
  • Comply with WFP policies and procedures as well as related bank, regulatory, and legal guidelines/requirements to ensure compliance with appropriate audit standards
  • Strong technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning
  • Strong communication and relationship skills
  • Strong written, verbal, problem solving, and analytical skills
  • Proven ability to lead projects and special financial planning lines of businesses
  • Master’s degree in Business, Financial Services, Accounting, Law, or other related discipline INDBBTW
32

Senior Financial Planning & Control Analyst Resume Examples & Samples

  • Develop and distribute monthly budget vs actual reports to senior management for control purposes
  • Responsible for gathering and processing of raw data for the monthly business review that reflects operational and financial performance and assist in preparing the notes — mainly focused on revenues and OpEx analysis
  • Prepare monthly financial reporting package for corporate, collaborating daily with corporate office to share knowledge to ensure consistent and accurate reporting
  • Assist in creating, monitoring and analyzing monthly cash flow and debt reports to senior management for financial control purposes
  • Prepare key performance indicators, uploading on global reporting system
  • Exploit Hyperion and SAP to its maximum
  • Elaborate and analyze financial statements (P&L/BS/CF) with accounting knowledge
  • Working closely with accounting in order to support the smooth and accurate month-end closing, assist in preparing accruals to ensure the month-end results show the clear and fair picture
  • Support in preparing rolling forecast and other financial data
  • Support in preparing, analyzing and consolidating the budget and 10 year plan
  • Special projects, ad-hoc analysis, preparation routine correspondence, reports and briefings
  • Understanding intercompany operations and consolidation method
  • Contribute ideas, enthusiasm and support to the continuous improvement of the processes
  • BS/BA in Economics, Accounting, finance, business or relevant field
  • Minimum of 3-5 years of related experience
  • Proficient in developing senior management level presentations
  • Knowledge of data analysis, forecasting and budgeting methods
  • Analytical, mathematical ability with and problem solving skills
  • Strong organizational skills and superlative attention to detail
  • Expert proficiency in MS Office (Word, Excel, PowerPoint) and databases
  • Good interpersonal skills with ability to engage and cooperate effectively with multi-disciplinary and multinational teams
  • Experienced with SAP system (FI-CO module)
  • Knowledge of key financial accounting principles is a plus
  • Strong Hyperion knowledge is a plus