VP Financial Planning Resume Samples

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MG
M Green
Michelle
Green
40649 Wilderman Lodge
Philadelphia
PA
40649 Wilderman Lodge
Philadelphia
PA
Experience Experience
09/2016 – present
Phoenix, AZ
VP, Financial Planning & Analysis
Phoenix, AZ
VP, Financial Planning & Analysis
09/2016 – present
Phoenix, AZ
VP, Financial Planning & Analysis
09/2016 – present
  • Manage identification/evaluation of opportunities to improve business performance, including the development of comprehensive business plans/models
  • Update the company’s senior management by providing analysis of weekly performance metrics across the various enterprise activities
  • Build high-performance culture and manage team to be best-in-class, high performance, analytically driven organization
  • Working in collaboration with global business service (GBS) centers and local businesses to establish and manage regional cash planning processes
  • Train, develop and grow team by providing ongoing coaching and performance feedback
  • Work in collaboration with the systems teams, business intelligence and management to develop and enhance VIMN’s analytical tools and processes
  • Assist in pricing analysis and collaborate with product management on modeling and testing to ensure pricing captures value
05/2010 – 04/2016
Chicago, IL
VP-financial Planning & Analysis
Chicago, IL
VP-financial Planning & Analysis
05/2010 – 04/2016
Chicago, IL
VP-financial Planning & Analysis
05/2010 – 04/2016
  • Produce monthly management reports including variance to forecast and to look at and analyse the financial performance of the bank
  • To work closely with different Finance heads and BU stakeholders to understand key revenue drivers of the organisation
  • To prepare and drive the preparation of annual budgets
  • To play a pivotal role in financial projects over the course of the next three months
  • Forward looking processes (including Outlook, Operating Plan, CCAR submissions)
  • Performance Management reviews
  • Facilitating driver based analytical insight to influence business decision making; partner with Senior Business Stakeholders in building Unit Cost analysis views, drive business discussion & reviewing business drivers
11/2003 – 03/2010
Chicago, IL
Assistant VP-financial Planning & Analysis
Chicago, IL
Assistant VP-financial Planning & Analysis
11/2003 – 03/2010
Chicago, IL
Assistant VP-financial Planning & Analysis
11/2003 – 03/2010
  • Reviewing processes and suggesting/implementing improvements & changes to current procedures
  • Providing support on activities like CCAR, Outlook, Flash etc
  • Leading engagement with Product/Business teams
  • Analyzing, investigating and explaining key movements and trends in Citi Holdings P&L
  • Proactive and willing to work independently to deliver on project and other initiatives
  • Lead the planning and forecasting for the China businesses by proactively working with multiple Country FP&A team and Business
  • Drive process improvement opportunities that enhance the efficiency of the financial reporting cycle while also increasing the informative value of the content provided to senior management
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of California, Santa Barbara
Bachelor’s Degree in Accounting
Skills Skills
  • Demonstrable commercial finance / FP&A experience at a senior level in an international matrix organisation
  • Collaborate with internal and external customers; encourage open communication, cooperation and knowledge sharing
  • Demonstrates strong level of intellectual curiosity
  • Able to travel domestically and internationally (mostly domestic) 30-40% of work time
  • Ability to work in a fast dynamic environment whilst managing competing priorities and ensuring completeness / accuracy of all estimates
  • Strategic planning expert ability to model and provide insights
  • Comfortable working with a mixed and changing portfolio of projects and tasks
  • Strong communication and interpersonal skills to effectively interact with Senior Management
  • Ability to safeguard sensitive and confidential data
  • Ability to manage and develop both direct and indirect staff
Create a Resume
1

VP, Financial Planning & Analysis Resume Examples & Samples

  • Ownership of all planning, budgeting, and pacing cycles for total Telemundo Group financials
  • Develop and manage Executive Reporting and Dashboards
  • Oversight of planning/forecasting process and reporting
  • Manage Business Intelligence Initiatives including Business Objects reporting automation and centralized financial processes
  • Prepare ad hoc presentations and analysis for entire business group
  • Minimum of 10 years of experience in Finance
  • Bachelor's degree in Finance, Accounting, or related field
  • Interested candidate must submit a resume/CV through www.nbcunicareers.com to be considered
  • Must be willing to work in Hialeah, Fl
  • Willingness to travel for business with short notice
  • Must be willing to facilitate personnel requirements resulting from breaking news, hurricane emergencies, and/or last minute production changes in a 24/7 production work environment
  • Strong Project Management Skills
  • Strong Computer / Analysis Skills, particularly in Excel
  • Experience with SAP Accounting/ Business Intelligence a Plus
2

VP, Financial Planning & Analysis Resume Examples & Samples

  • Responsible for leading Corporate Financial Planning & Analysis and overseeing VIMN Brand Verticals
  • Develop an effective planning function
  • Bring a collaborative and entrepreneurial hands-on approach to the development of the International FP&A organization
  • Promote a strong sense of urgency and appropriate level of support for deliverables
  • Develop open communication and productive relationships with leadership, operations and finance
  • Work in collaboration with the systems teams, business intelligence and management to develop and enhance VIMN’s analytical tools and processes
  • Support the SVP in establishing and implementing FP&A best practices and developing a world class FP&A organization
  • Develop and maintain an initiative tracking system that will allow the business to assess project/investment performance relative to original plan
  • Ensure FP&A is closely integrated and collaborating with the Strategy and Business Intelligence organizations and prepared for adhoc requests and projects
  • Process
  • Manage all VIMN planning processes including forecasts, annual budgets and long range plans
  • Provision of detailed guidance & instruction outlining the key deliverables, financial targets, material changes in process and presentation expectations
  • Management and communication of the VIMN planning calendar ensuring co-ordination with Viacom, VMN and local businesses
  • Deliver timely, accurate, and effective analysis and reporting of financial and operational performance
  • Create quarterly forecast scorecard to evaluate effectiveness of the forecast process. Lead recommendations for improvement in forecast process
  • Responsible for working with the business to constantly identify and monitor risks & opportunities
  • Liaison with MTVN General Accounting to ensure forecasting basis is in line with Viacom Policy
  • Working in collaboration with global business service (GBS) centers and local businesses to establish and manage regional cash planning processes
  • Responsible for driving improved awareness below OI and enhancing BTL management reporting
  • Liaise with Viacom tax, GBS and local management for VIMN tax planning processes
  • Work closely with systems team to ensure that processes are automated where possible and that the systems team are fully prepared to support the FP&A processes
  • Presentation
  • Creation, and on-going enhancement, of all planning and analytical presentation decks for management purposes
  • Expected to represent FP&A function in front of senior VIMN personnel in presentations and Q&A
  • Continuous improvement of presentations by enhancing graphical representation of financials, general quality of output and ease of interpretation by audience
  • Direct, co-ordinate and incorporate strategic, BI or local business elements where relevant to provide deeper level of understanding
  • Establish frequent application, monitoring and presentation of key concepts and tools such as the Operating units, vertical brand P&Ls and functional analytics
  • Directly, and indirectly, manage a team of finance professionals building FP&A best practices and developing a world class FP&A organization
  • Lead and energize the team, identify and cultivate talent, ensure constant constructive feedback
  • Foster and build local FP&A links to establish connectivity relationships
  • Minimum of 15 years of relevant experience
  • Minimum of 2+ years managing a team
  • MBA and CPA are preferred
  • Strong analytical, communication, presentation and management skills
  • Experience of supervising a team, setting objectives and monitoring performance
  • A progressive, strategic thinker and visionary
  • Deeply authentic with an inspirational leadership style; the ability to lead by example
  • Polished and poised with strong executive presence
  • Experience working with analytics systems
  • Commercially focused with a client service approach
  • Confidence in dealing and building relationships with all levels of management
  • Ability to multi-task in a complex, fast-paced business; detail-oriented without being a micro-manager
  • Concise, deliberate communicator, able to effectively engage with all levels of leadership
  • High level of accuracy and attention to detail
  • Well organised with strength in prioritising
  • Flexible attitude to achieve results
  • Positive outlook and ambition to progress within
  • Driven by a challenge
3

VP Financial Planning & Analysis Resume Examples & Samples

  • At least 7 years of experience in financial planning and analysis as well as management reporting
  • Strong skillset in Cognos TM1, Excel, and PowerPoint
  • Revenue reporting including monthly reports to review actual v. forecast analysis
  • Training new employees and ensuring training material is kept current
  • Maintaining and developing various financial models and standard templates, ensuring quality, accurate, and focused analytic reviews
  • Coordinating group completion of financial review templates and meetings
  • Supporting financial planning and analysis business unit by being the point of contact for questions and concerns
  • Demonstrating insightful use of financial analysis techniques to provide practical counsel to business-area partners and management
4

VP Financial Planning & Analysis Resume Examples & Samples

  • Solid financial modeling skills
  • Demonstrated penchant for challenging the status quo and driving results and process improvements
  • Clear thinker, comfortable with balancing details with big picture thinking
5

VP Financial Planning & Analysis Resume Examples & Samples

  • Lead in the development and execution of the Company’s financial planning process including annual plans, monthly and quarterly forecasts, as well as its long-range financial plans in close partnership with the financial leadership team
  • Oversee the review and analysis of monthly, quarterly and annual financial performance of the business to determine key drivers impacting the Company’s performance
  • Direct the timely comparison of actual results to plans and prior year results for the purpose of identifying and communicating areas that may require additional focus. Monitor and communicate trends, and assess implications along with developing actionable strategies
  • Suggest improvements to operational processes and key cost components
  • Prepare presentations for the Company’s Board of Directors
  • Support Investor Relations and Treasury on financial forecasts and metrics
6

VP, Financial Planning & Analysis Resume Examples & Samples

  • Directing disciplined budget planning, analysis and forecasting across company, departments and other business segments as needed in order to support the business planning processes of ABILITY
  • Consolidating and communicating financial reporting management within the company, including distribution and explanation of the financial reporting from Great Plains, SalesForce, and other financially significant systems
  • Analyzing and translating financial information into key performance metrics to provide management with information critical to leveraging current and future business direction including, and not limited to, decisions regarding product investments
  • Establish and manage the company’s five year business plan
  • Providing day-to-day financial advice, counsel and excellent service to management and other employees in decision-making roles
  • Assessing the financial data and advising on financial considerations of potential mergers, acquisitions, and divestitures. Assists with the orderly transitioning of any mergers, acquisitions and divestitures in respect to financial systems and reporting
  • Analyzing financial statements and recommending profitability improvement measures and actions to leverage and improve business results, as well as alerting management to real and potential financial risks to business viability
  • Determining and validating all incentive compensation calculations in support with other departments
  • Managing the investor relations function to ensure proper expectations are set with the investor community and achieved
  • Preparing all internal and Board of Directors reports
  • Maintaining and organizational structure which supports the future growth of the company. Ensures team is comprised of top talent
  • Perform other duties and tasks as assigned
  • Bachelor’s degree in finance, accounting or business. MBA preferred
  • CPA or CFA, preferred
  • Minimum of 10 years’ experience in a senior level financial role. At least 5 years’ experience in an organization which provides SaaS solutions, preferably in the healthcare industry
  • Experience with completion of an initial public offering preferred
  • Experience with mergers and acquisitions
  • Experience rapidly scaling finance processes and creating enduring structures
  • Strong organizational skills, attention to detail, ability to prioritize and meet deadlines
  • Ability to multi-task in a fast-paced environment with fluctuating priorities and deadlines. A self-starter, highly motivated, with the ability to multitask problems, and manage time wisely
  • Ability to work without direct supervision, and efficiently manage tasks and time
  • Requires thorough knowledge of financial analysis, Corporate Finance theory and application, Generally Accepted Accounting Principles, SEC reporting, valuation methodologies for acquisitions and an understanding of the accounting for acquisitions and divestitures
  • Must have the technical and managerial skills and knowledge to perform a wide variety of financial analyses and to critique the analyses of financial professionals in the business units
  • Must have superior communication skills, with extensive experience writing both technical financial opinions and clear communications of financial principles to non-financial people
7

VP, Financial Planning & Analysis Resume Examples & Samples

  • Oversee all planning and forecasting cycles (Budget, quarterly forecasts and Long Range Plan)
  • Publish periodic financial analysis that requires interaction with all business units across NBCUniversal
  • Supervise analysis & presentations for senior NBCU & Comcast management and Comcast Board of Directors
  • Support quarterly investor relations and external reporting processes; primary liaison with Controllership & Investor Relations teams
  • Assign and execute on other ad hoc requests as assigned by the head of FP&A and CFO of NBCUniversal
  • Minimum of 10 years of experience in Finance, Accounting
  • Prior experience in financial planning & analysis required with experience at a major media company preferred
  • Ability to synthesize and encapsulate difficult and complex issues succinctly is a must
  • Strong communication skills / Solid financial modeling skills
8

VP, Financial Planning & Analysis Resume Examples & Samples

  • 15+years of experience of financial analysis, preferably including 5+ years of experience as a leader in an FP&A function
  • 5+ years of direct staff management experience and proven ability to effectively lead resources from other parts of the company. Experience managing a team of financial professionals is essential
  • Successful experience in leading the functional design and implementation of a financial forecasting and performance management reporting tool
  • Demonstrated expertise with financial modeling skills, including experience consolidating budgets, forecasts, and longer range plans
  • Knowledge of and experience with government accounting regulations and related indirect rate structures
  • Bachelor’s Degree in accounting or finance
  • MBA plus CPA or CFA preferred
  • Experience working in Federal, Commercial, and International consulting preferred
  • Excellent writing and presentation skills, with extensive experience writing both technical financial opinions and clear communications of financial principles to a non-financial audience
  • Superb analytical and qualitative strategic thinking capabilities and outstanding influencing and collaboration skills
  • Embodies a “One ICF” philosophy and commits to ICF’s high level of integrity and company values, including compliance with all legal and ethical standards
9

Senior VP-financial Planning & Analysis Resume Examples & Samples

  • 15+ years of related work experience
  • Advanced working knowledge of financial analysis and modeling, managing financial operations and reporting
  • Strong understanding of accounting and cash flow concepts and principles
  • Knowledge of relevant trends and information within the industry
  • Strong process orientation skills
  • Collaborative mindset
10

VP, Financial Planning & Analysis Resume Examples & Samples

  • Manage the communication and relationship between the assigned segment planning teams in order to understand and identify key trends within the businesses
  • Prepare and present business update materials to the TWDC CFO for the assigned segments covered
  • Prepare the quarterly financial update for the assigned segments to the Board of Directors
  • Update the company’s senior management by providing analysis of weekly performance metrics across the various enterprise activities
  • Calculate and present company-wide financial metrics such as return on invested capital, economic profit and total shareholder return using peer companies as benchmarks
  • Manage and motivate a team of professionals
  • 10-15 years of progressive experience in financial planning, strategic planning, management consulting, corporate finance and or/accounting Management experience leading teams
  • Charismatic, dynamic leader and effective manager, who leads by example and will mentor a team to meet high profile and dynamic objectives
  • Quantitative and analytical skills combined with solid business and financial acumen
  • Relationship building skills and a highly professional “client service orientation”
  • Maintain a consultative approach with colleagues and partners helping drive business and financial decisions
  • Must be able to interact with all levels of management, specifically Senior Management
  • Able to translate financial information to various business audiences to drive decision making
  • Flexible, “special-projects” orientation coupled with solid multi-tasking abilities
  • High energy level; strong work ethic Self-driven, independent thinker Results-oriented, decisive
  • Demonstrated track record of process improvements and desire to implement best practices
  • Must possess a Bachelor’s degree in Finance, Business Administration or related field
  • MBA required
11

VP-financial Planning & Analysis Resume Examples & Samples

  • Produce monthly management reports including variance to forecast and to look at and analyse the financial performance of the bank
  • To work closely with different Finance heads and BU stakeholders to understand key revenue drivers of the organisation
  • To prepare and drive the preparation of annual budgets
  • To play a pivotal role in financial projects over the course of the next three months
12

VP, Financial Planning & Analysis Resume Examples & Samples

  • Management of NBCU-I Corporate cost base and projects (OCF), Free Cash Flow (FCF) and TV Group/Corporate Capital spend (CAPEX)
  • Working closely with NBCU-I Corporate FP&A Director and leading team to provide regular analysis, spend updates and variances to budget, providing monthly financial packs to engage monthly with budget holders, ensuring buy in and best business insight
  • Provide analysis to review project profitability helping with strategic decision making
  • Leading analysis on identifying risks and opportunities within group and pacing to NY
  • Demonstrable commercial finance / FP&A experience at a senior level in an international matrix organisation
  • Ability to work in a fast dynamic environment whilst managing competing priorities and ensuring completeness / accuracy of all estimates
  • Enjoys working in an unpredictable environment and has an organised but flexible approach, to be able to deal with various unforeseen adhoc projects/requests as needed
  • Flexible and enthusiastic self-starter with an ambition to grow through the role
  • Strong communication and interpersonal skills to effectively interact with Senior Management
  • Ability to safeguard sensitive and confidential data
  • Ability to manage and develop both direct and indirect staff
  • Excellent English language (written and spoken)
13

VP, Financial Planning & Analysis Resume Examples & Samples

  • Guide development of the Company’s annual operating plan, long-term plan, and monthly financial forecasts; identify and secure consensus regarding key assumptions
  • Support the development/communication of financial reviews that describe business results; highlight operating issues and facilitate discussion of key initiatives
  • Facilitate analysis of financial results and operating performance relative to company targets and peer/industry benchmarks (identify measures to enhance forecast accuracy)
  • Work with management and FP&A staff to identify “gaps” to stated financial objectives and to identify/evaluate gap closing measures
  • Manage identification/evaluation of opportunities to improve business performance, including the development of comprehensive business plans/models
  • Review company presentations to equity analysts and investors
  • Provide thoughtful leadership to a diverse team, serving multiple business units while also providing meaningful decision-making support and business intelligence, as well as board reporting preparation, financial forecasts, and financial and operational metrics
  • Extensive (10+ years’) experience as a finance executive/professional in a financial, budgeting and planning & analysis role within a dynamic, fast-paced, working environment
  • MBA with business, financial, and analytic expertise characteristic of investment banking, consulting, and/or financial planning
  • Proven track record of creative problem solving and change management
  • Strong leading, coaching, analytic, and influencing skills
  • Knowledge of the entertainment/media industry, including content and media rights, subscription and programming business models
  • Able to manage and motivate a staff of financial professionals and to guide analysis of complex issues (including collection and synthesis of internal and external data)
  • Proven history of working with and effectively influencing executive management
  • Skilled in designing effective presentations with clear narrative and impactful graphics
  • Experience as a hands on, roll-up-your-sleeves player-coach with the ability to influence and engage direct and indirect reports, and peers alike
  • Energetic, flexible, collaborative, and proactive attitude, coupled with flawless execution skills
  • Exceptional written, verbal, interpersonal, and presentation skills
14

VP, Financial Planning & Analysis Resume Examples & Samples

  • Manage the financial reporting processes and cycles including month end, quarter end, and year end reporting and management discussion and analysis
  • Prepare annual budgets, business development plans, long range financial plans and assist with internal and external audits
  • Develop short and long range strategic plans and operating budgets
  • Conduct performance analytics and provide insight and expertise to business leaders
  • Review and evaluate operating results to ensure the attainment of overall divisional goals
  • Monitor and manage adherence to corporate financial policy
  • Work closely with North American Legal on financial related business unit contract issues
  • Develop business cases, analyze investments, conduct ROI analysis
  • Work collaboratively with North American Accounting Center and other business unit finance leaders
  • Assist in pricing analysis and collaborate with product management on modeling and testing to ensure pricing captures value
  • Perform financial analysis of acquisition targets and the financial impact to the business
  • Collaborate with CIOX on applying profitability insights to market insights
  • Coach and mentor a staff of managers and analysts aligned with financial planning and analysis function
  • Models and promotes company core values
  • Serve as financial expert and partner and is part of the financial senior leadership team
  • Occasional speaker or presenter to internal and external groups
  • Bachelor's Degree in Accounting, Finance or related discipline
  • A minimum of 15 years of experience working in corporate finance, including time spent in a Controller role
  • A minimum of 5 years of people management experience
  • Master's Degree in Finance, Business Administration, or related discipline
  • CPA is highly desirable
  • Experience in a global organization/International experience
  • Working knowledge of the legal and/or financial services industry and software development processes
  • Strong interpersonal and leadership skills; demonstrated ability to work collaboratively with a wide range of individuals across global geographies and at all levels of the organization
  • Comfortable leading discussions and being in front of large groups
  • Expert in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Must be capable of multitasking, prioritization, decision making and able to manage multiple systems, data sets and priorities
  • Facile and effective with numbers, data, analysis, trends and best practices
  • Superior organizational, project management and analytical skills
  • Excellent and proven written and verbal communication
  • Ability to conduct risk assessment
  • Leadership skills and demonstrated management techniques in challenging market environment
  • Team building (attracting and developing talent) and building team capabilities
  • Merger and Acquisition strategy
  • Strategic planning expert ability to model and provide insights
  • Fluent in English language
  • Able to travel domestically and internationally (mostly domestic) 30-40% of work time
15

VP, Financial Planning & Analysis Resume Examples & Samples

  • Work directly with the business segment FP&A teams, the individual will analyze the P&L and Balance Sheet with a focus on the key business metrics: Margin, Assets/Volume and Capital Allocation
  • Identify profitability drivers that explain business performance and financial condition, using strong analytical and critical thinking skills
  • Prepare and review monthly and quarterly financial reporting packages and ad hoc reporting
  • Exposure to and support provided to the company CFO, the Executive Management Committee (EMC) and the Board of Directors
  • Frequent interactions with Investor Relations and participation in quarterly Earnings preparation
  • Provide input and decision-making recommendations for improving financial performance to the senior leadership team
  • Lead projects for a wide range of business initiatives, including business, financial and process improvements and strategic and operational planning
  • Excellent communication and leadership skills to effectively interact with cross functional teams and senior management
  • CPA or MBA is preferred
  • 5+ years of financial services experience
  • Demonstrated ability to meet deadlines
  • Strong leadership and collaboration skills
  • Independent critical thinking with well-developed analytical abilities
  • Ability to work in a fast paced, high volume, team oriented environment
  • Leasing knowledge is a plus
  • Hyperion Essbase proficiency is required
  • Proficiency with Microsoft Office products, particularly Excel and PowerPoint
16

VP, Financial Planning & Analysis Resume Examples & Samples

  • Leads interactions with Corporate and U.S. Finance and Brand stakeholders to provide insightful, timely and accurate updates and recommendations around
  • Minimum ten years’ experience in a Business Planning/Financial Analysis capacity (preferably within the CPG industry) or related role
  • MBA in Finance
  • Experience in consumer packaged goods/brand finance
  • Leadership & excellent communication skills, combined with significant business & personal drive
  • Understanding of P&L reporting fundamentals
  • Understanding of budgeting/forecasting practices and financial reporting fundamentals
  • Experience in public company environment delivering key financial metrics quarterly
  • Knowledge of Hyperion financial software preferred
  • Ability to effectively interpret and communicate complex financial metrics
  • Excellent organizational skills, ability to prioritize multiple priorities and strong attention to detail
  • Ability to collaborate at all levels of the organization and across other functional areas
  • Conflict resolution skills
17

Regional VP, Financial Planning, Pacific Resume Examples & Samples

  • Proven sales management & leadership experience
  • Results driven, highly motivated individual with a track record of taking on new challenges and delivering superior results
  • Embraces change and recognized as a champion for continuous improvement
  • Outstanding people management, leadership and coaching skills
  • Ability to build for the future by attracting and developing the very best people
  • Strong communicator, with excellent oral, written and presentation skills
  • Strong relationship management skills, the ability to impact and influence
  • Solid understanding of TDCT and Wealth businesses is an asset
18

VP-financial Planning & Analysis Resume Examples & Samples

  • Demonstrate strong organizational skills and proficiency in driving process improvement
  • Possess strong analytical and financial modeling skills
  • Able to work independently and in a group setting
  • Self-starter and be able to work with minimal guidance
  • Extremely proficient in Excel and PowerPoint with a focus on database and pivot table functionality; knowledge of other Microsoft office products
  • Conversant with or demonstrate an ability to quickly learn and be proficient with numerous systems (G/L, Advertising, Traffic, etc.)
19

VP Financial Planning & Analysis Resume Examples & Samples

  • Oversee finance and accounting staff. Plan and distribute work assignments; select, train and supervise staff. Conduct performance and salary reviews; coach and motivate team members; monitor and evaluate staff performance and provide counseling and career mentoring; perform other human resource functions for the team; and develop and manage budgets
  • Establish and maintain assigned regional financial rhythm that is aligned with the Global financial rhythm, other internal and external financial reporting processes, including monthly and quarterly closes, budgeting, strategic planning, and external communication of financial results and forecasts
  • Ensure the regional finance & accounting organization and activities are cohesively aligned
  • Partner with P&L, functional and departmental leaders to ensure those leaders are accountable, understand and can act upon aspects including current period results and the related implications on achieving financial commitments and objectives, shorter term forecasts as they relate to company financial commitments and objectives, and longer term forecasts as they related to company financial commitments and objectives
  • Continuously work to drive financial accountability with managers through education, tools and process that will allow them to understand the impacts of their decisions
  • Proactively establish "cost control" mentality within the assigned organization. Ensure Product Management Managers are trained and that once / month there is a review at the Technology staff meeting. The review should include monthly, year-to-date and trending results. Develop the product management P&L models for investment considerations
  • Develop and maintain the financial model that considers the various moving parts of the organization/channel (sales, revenue, backlog, cash generation, capital structure, tax strategies, etc)
  • Process planning, design and management especially with Development and Product Management
  • Process metrics especially for Development and Product Management Organizations
  • Budget process; deliver results & managing variances
  • Excellent negotiation and influencing skills
  • Excellent financial & analytical skills; effectively interpret data
  • Proven ability to work extensively with Product Managers and Development Leadership
20

Group VP, Financial Planning & Analysis Resume Examples & Samples

  • Bachelor Degree with a concentration in business, finance or accounting required
  • MBA with a concentration in Finance strongly desired
  • 10+ years experience in a combination of corporate finance, financial planning & analysis, and accounting
  • Significant experience leading a business planning & analysis function
  • Significant experience partnering with Business Unit leads to drive operational results
  • Significant experience managing a team of high performing, high level finance professionals
21

VP, Financial Planning & Analysis Resume Examples & Samples

  • Participate in financial and operational target setting for WB Technology
  • Provide analysis, reporting, and modeling to WB Technology and Corporate management to support target achievement, cost savings initiatives, and funding optimization
  • Manage the preparation, consolidation and review of comprehensive budgets and reporting for P&L and overhead-related departments, as well as certain capital budget and cash flow requirements. Present budgets to senior WB Technology and Corporate management
  • Oversee analysis, and design and implementation of planning systems and procedures. Identify and drive continuous improvement efforts
  • Oversee financial elements of technology-related joint venture investments
  • Lead a team in the delivery of financial planning activities
22

Senior VP, Financial Planning & Analysis Resume Examples & Samples

  • Prepare company-wide compensation analysis, including STIP, commissions and fringe benefits. Working with the CAO, s/he prepares STIP calculated payouts, proposed budget STIP grids and other analytical materials for the Compensation Committee
  • 20+ years in Finance or Accounting, preferably within the Media and Entertainment industry
  • Bachelor's Degree; MBA is a plus
  • Highly analytical, with ability to synthesize data and tell the story from an operational perspective
  • Ability to manage competing priorities and deliver results under tight deadlines
  • Excellent written and presentation skills
  • Inspirational leader
  • Collaborative team member
23

VP, Financial Planning & Analysis, Retail Resume Examples & Samples

  • Supervise and manage a Retail FP&A department
  • Drive the budget, forecast and long range plan process for stores, digital and overhead
  • Responsible for financial reporting including monthly reviews with Corporate executive management teams and detailed review with divisional leadership teams
  • Lead expense management initiatives by partnering with field and overhead leadership to manage expense line-items and partner with procurement to spearhead expense reduction projects
  • Oversee the capital expenditure approval and planning process
  • Strategic partner to division president. Align strategic initiatives to long range plans and prepare divisional scorecards
  • Provide support and guidance to international retail divisions to ensure standardization and consistency in projections, reporting and processes
  • Support Corporate investor relations functions by providing reporting and analysis for quarterly filings and earnings release preparation
  • Prepare reports and presentations for quarterly Board of Directors meetings
  • Maintain SOX compliance for retail FP&A department
  • Perform ad hoc projects for Corporate and U.S. Retail executives on an as needed basis
  • 10+ years of experience in planning, analysis and financial management
  • Retail, international and public company experience preferred
  • Exposure to digital and e-commerce required
  • Strong quantitative, analytical skills with attention to detail and accuracy
  • Strong communication, critical-thinking, and presentation skills; including the ability to provide written and verbal direction effectively
  • Experience with Hyperion Planning preferred
24

Assistant VP-financial Planning & Analysis Resume Examples & Samples

  • Post Graduate in Finance – CA/MBA with Bachelor’s degree in Engineering would be preferred
  • Good experience in financial analysis and working on management reporting tools having prior work experience
  • Deep understanding of financial systems and underlying data
  • Strong understanding of financial processes is a big plus
  • Ability to manage and manipulate large data sets is critical to this role
  • Financial data analysis experience
  • Ability to work independently is extremely critical
  • Adaptability, multitasking and project management
  • Time management and organizational skills
  • Flexibility–able to react quickly to changing priorities and timelines
25

Assistant VP-financial Planning & Analysis Resume Examples & Samples

  • Lead the planning and forecasting for the China businesses by proactively working with multiple Country FP&A team and Business
  • Involves significant direct interaction with senior management; requiring the candidate to have excellent organizational, communication, and presentation skills
  • Lead preparation, review, and presentation of weekly flashes, monthly financial summaries, and monthly business reviews for senior management that clearly communicate the financial performance of the business
  • Design, implement, and monitor key performance indicators and metrics that facilitate transparency and enable identification of cost optimization initiatives
  • Coordinate production of the annual operating plan and multi-year strategic plan in alignment with the strategy of the business
  • Drive process improvement opportunities that enhance the efficiency of the financial reporting cycle while also increasing the informative value of the content provided to senior management
  • Good understanding of Expenses analytics including Charge-outs, Allocations
26

Assistant VP-financial Planning & Analysis Resume Examples & Samples

  • Consolidation and presentation of overall financials across regions and business of Citi Holdings
  • Analyzing, investigating and explaining key movements and trends in Citi Holdings P&L
  • Preparation of senior management materials including preparation of presentations to Holdings CFO, CEO, regulators
  • Support communication/presentation of analytical findings to senior management in a concise and objective manner
  • Monthly management reporting, variance explanations and reporting of any issues, risks and opportunities
  • Working with Country and Regional Managers to create and review forecasts and annual financial plans, including reporting & analysis to explain changes against given baselines
  • Assist in key month end activities which provides oversight of completeness and accuracy of underlying management information
  • Providing support on activities like CCAR, Outlook, Flash etc
  • Working as part of a diverse team spread across the region, interaction with a wide range of people and exposure to Regional/Global Finance Owners (eg: finance, business)
  • Reviewing processes and suggesting/implementing improvements & changes to current procedures
  • Chartered Accountant or MBA – Finance with at least 7-8 years of FP&A experience
  • Excellent communications/interpersonal skills
  • Ability to see the big picture and derive implications for the business from data analysis
  • Proactive and willing to work independently to deliver on project and other initiatives
  • Ability to work with colleagues at all levels across multiple locations
  • Experienced in Microsoft Office (including PowerPoint, Excel and Word)
  • Experience working with data and knowledge of financial reporting tools such as Essbase, Interactive Sandbox, SMR would be a plus
27

Assistance VP-financial Planning & Analysis Resume Examples & Samples

  • Lead Asia MSS Mumbai team and focus on planning and forecasting for all the businesses (Balance Sheet, Revenue, Expense, Headcount) by proactively working with multiple Finance and Product teams
  • Lead preparation, review, and presentation of multiple products/regions, monthly financial summaries and monthly business reviews for senior management that clearly communicate the financial performance of the business
  • Support the corporate outlook process to derive the financials for MSS businesses
  • Partner with FP&A teams in Mumbai, Singapore and Hong Kong. Also coordinate with other GPO, PCG/FRO and Business teams for various initiatives, BAU and Adhoc tasks
  • Evaluate and streamline reporting processes to drive efficiency, standardization and centralization
28

VP-financial Planning & Analysis Resume Examples & Samples

  • Role as lead for LatAm Franchise encompasses responsibility for FP&A support for LatAm regional office as well as Clusters. It involves good amount of individual contribution and team responsibilities. It entails partnering with Region, Cluster & Country FP&A leads and team for
  • Forward looking processes (including Outlook, Operating Plan, CCAR submissions)
  • Performance Measurement reviews
  • Facilitating driver based analytical insight to influence business decision making
  • Driving Standardization across all clusters as well as ensuring uniform support model & engagement
  • Driving projects / initiatives in areas like cost control, simplification, strengthening controls, etc. that add tangible value to LatAm Franchise or Citi as a whole
  • Set up robust trilateral engagement model amongst – Mumbai, Costa Rica and Clusters
  • Driving Global Finance transformation initiatives
  • Leading engagement with Product/Business teams
  • Team management – regular feedback, mentoring/coaching as required, motivating, leading by example and team engagement
  • Involvement in center level initiatives
  • Working across teams to drive business results
  • Excellent academic background with a minimum of a Masters in a Finance, Economics or Accounting related field; Advanced degree a plus
  • Minimum 10 years of experience in a financial services/consulting capacity within a large organization
  • Experience with financial analysis and understanding of P&L and key business drivers
  • Comprehensive technical abilities, particularly in Excel and PowerPoint
  • Knowledge of Citi Financial systems (Pearl, Essbase, Business Objects etc.) a plus
  • Strong analytical and strategic aptitudes, with the ability to learn quickly
  • Proactive and results driven, with an extreme attention to detail
  • Flexible and able to manage multiple projects and work within tight timelines
  • Great interpersonal skills, able to cultivate and leverage relationships across global teams
  • Must demonstrate considerable energy, focus and drive
29

VP-financial Planning & Analysis Resume Examples & Samples

  • Performance Management reviews
  • Facilitating driver based analytical insight to influence business decision making; partner with Senior Business Stakeholders in building Unit Cost analysis views, drive business discussion & reviewing business drivers
  • Role requires detailed understanding of Global Consumer Business & Products. Primary focus will be on Operation & Technology expenses; Service provider and Business Chargeout view
  • Partner with senior stakeholders & drive discussion on Technology spend, Digitization Initiatives & Impact on overall Operation spending
  • Contribute to Global strategic initiatives like implementation of Global system ‘IT Business management’, streamlining of chargeout process, etc
  • Provide strategic leadership, build relationships across Country / Regional Business Finance and Global teams to overcome challenges and meet business needs
  • Support Consumer Business Transformation efforts and drive implementation, adoption and consumption of standardized processes and tools across Global Consumer O&T
  • Set up robust trilateral engagement model amongst – Mumbai, Costa Rica and Onshore teams
  • Driving Global Finance transformation initiatives including financial process standardization across regions
  • This role requires a disciplined, process oriented approach to delivery and project management, the ability to function in a dynamic and fluid environment, strong attention to detail and the ability to multi-task
  • Knowledge of GCB businesses and O&T functions, key drivers and priorities
  • Knowledge of Citi Financial systems (Citi Insight, Pearl, Jade, CHAT, etc.) a plus
  • Past experience managing a team required
30

VP, Financial Planning & Analysis Resume Examples & Samples

  • Support business leadership with proactive analysis and support on key business initiatives and programs
  • Develop and deliver internal monthly and quarterly financial operating packages
  • Coordinate inputs to complete timely monthly financial forecasts that improve the ability to effectively plan and manage the growth of the organization
  • Develop financial models to support alternative business outcomes to complex business issues
  • Provide financial support on mergers, acquisitions, or divestitures, as necessary
  • Develop and report peer financial and operational benchmarks
  • Manage and control data elements related to Hyperion reporting tool
  • Identify, analyze and communicate the key metrics for the purpose of identifying trends and conditions which both predict and detect issues which require management focus or highlight achievement of desired results
  • Act as a liaison to corporate finance staff in the annual budgeting process and other top-down requests to ensure that they are managed appropriately and effectively
  • Support the CFO in evaluating new financial policies and procedures and in ensuring compliance with other corporate policies
  • Develop, manage, and mentor FP&A team members
  • Finance MBA and/or CPA preferred
  • 15+ years of progressive financial management experience with most of the experience centered on providing financial support to operating businesses
  • Extensive experience with Hyperion and experience with SAP preferred
  • Exceptional results orientation, with a high degree of personal initiative and leadership
  • Outstanding analytical skills and proven ability to connect data analysis with business issues and decisions. Advanced Excel and modeling skills and strong presentation skills
  • Strong verbal and written communication skills, ability to interact successfully with all management levels
  • Excellent project management skills and attention to detail
31

VP, Financial Planning & Analysis Resume Examples & Samples

  • Collaborate with business leaders on analyzing trends, industry best practices and objectives to guide the development of strategies that support business plans and organizational growth
  • Develop operational metrics and business tools both for business areas and for the Company as a whole to identify, track and forecast primary drivers that impact results including responsibility for monthly key performance indicators reporting, financial and issues for decision, quarterly business profitability reviews, rolling forecasts, and market and competitor benchmarking
  • Lead a team responsible for the analysis of actual underwriting results and articulation of the impact including recommendations to business leaders
  • Develop a culture of continuous process improvement by utilizing subject matter expertise to standardize, consolidate and simplify processes, collaborating with business leaders and communicating business impact to leverage synergy, mitigate risk and ensure competitive advantage of the organization and understanding of reinsurance economics
  • Liaise with both operations and accounting to ensure adequate processes are in place to ensure the financial stability of the business
  • Counsel and support the development and presentation to key stakeholders including the board of directors, rating agencies, and the investment community
  • Manages relationships with external customers and facilitates a partnership with clients and brokers that is mutually profitable
  • Manage a performance enhancement culture by actively coaching and mentoring direct reports, providing regular feedback and developing employees for wider roles and responsibilities to foster professional growth and development
  • Manage budgeted resources by anticipating expenditures, accurately forecasting resource needs/costs and properly accounting for expenses to meet requirements and achieve fiscal responsibility
  • Create a positive environment by modeling cultural expectations and guiding leaders to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
  • Model QBE values in personal work behaviors, decision-making, contributions and interpersonal interactions; manage own career development by soliciting feedback and valuing other perspectives
  • Advanced working knowledge of products and concepts relating to the insurance industry
  • Advanced working knowledge of financial reporting, financial analysis and financial modeling
  • Advanced working knowledge of Microsoft Office Suite and budgeting software
  • Demonstrates strong level of intellectual curiosity
  • Effectively present thoughts to influence and persuade organizational leaders and key stakeholders to adopt innovative recommendations
  • Manage large scale and complex projects
  • Collaborate with internal and external customers; encourage open communication, cooperation and knowledge sharing
  • Establish long-range objectives and specify the strategies and actions to achieve them
  • Adapt and be flexible in a complex, changing environment
  • Provide vision and think creatively and innovatively
  • Motivational, inspirational and enthusiastic approach to team leading and management
  • Utilize insightful judgment and subject matter expertise to make sound decisions
32

VP Financial Planning & Analysis Resume Examples & Samples

  • Lead and direct the Financial Analysis and Planning team and partner with the business leaders and Finance leaders to provide value-added insight into business performance
  • Directs the development and implementation of robust financial models to ensure that revenue growth and earnings growth opportunities are realized
  • Provide financial leadership and analytical support regarding financial projections, capital investments and business strategies
  • Partner with Directors of FP&A to prepare and provide strategic financial analysis and insights into corporate financial performance. Ensure business units financial and operating decisions are made on the basis of timely and accurate financial data; and, applying financial expertise to overall strategy and business direction
  • Prepare formal presentations with recommendations and summaries of financial results and forecasted results to Senior Executive Leadership as well as the Board of Directors
  • Prepare monthly reporting package that includes full financial statements, operational Dashboard reporting, analysis of key business trends, actual versus budget variances and comprehensive executive level analysis
  • Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to the strategic objectives
  • Develop and monitor the company’s annual budget and monthly forecasts, which shall include establishing budget tools, setting timelines and acting as project manager for the company, ensuring all budgets are accurate, comprehensive and completed on time
  • Prepare and monitor the company’s long range strategic planning models
  • Directs the department including interviewing and hiring employees following required EEO and Affirmative Action guidelines and ensuring employees receive the proper training. Conducts performance evaluation, and is responsible for managing employees, including skill and career development, policy administration, coaching on performance management and behavior, employee relations and cost control
33

Senior VP-financial Planning Resume Examples & Samples

  • 5+ years financial services & investment industry in a client facing, service minded, sales role
  • Possess the Series 65 or Series 7 & 66 licenses
  • A Clean U-4
34

VP, Financial Planning & Analysis, Ad Sales Resume Examples & Samples

  • Lead the monthly/quarterly close and reporting cycle for the National Ad Sales organization, which includes the net revenue rollup and variance submission reports to Corporate FP&A and Network divisional finance groups
  • Responsible for annual budget and long range plan presentations, as well as monthly operating review results/presentations to Senior and Executive Management
  • Provide financial performance updates as needed to drive business decisions
  • Strategic partner to the CFO and internal support to the broader Ad Sales Finance team on a number of tactical and strategic initiatives for the Sales Organization
  • This role will be a key partner with Sales in certain areas of deal structure with emphasis on billing, barter arrangements and revenue recognition
  • Assign and execute on other ad-hoc requests as assigned by the CFO and Chairman of Advertising Sales
  • Identify and implement best practices and standardization of procedures across the Ad Sales Finance organization
  • Successfully manage, develop and motivate a team
  • Minimum of 8 years of experience in the accounting and finance sector with a focus in media and an understanding of ad sales
  • Prior experience in financial planning and analysis required
  • Four year degree (B.A., B.S.) in Business, Accounting, or Finance required
  • Prior experience in a finance role supporting an ad sales function within a media or entertainment company highly desired
  • Demonstrated ability to synthesize and encapsulate complex data and information, in order to build financial models and presentations to senior leadership
  • Strong interpersonal skills with the proven ability to work and communicate effectively with all levels of the organization
  • Team player with demonstrated formal and informal leadership skills
  • SAP experience with solid GAAP and financial reporting technical skills
  • Flexibility to pivot on short notice from task to task as priorities change
  • Ability to work in a fast-paced, deadline-driven environment
35

VP, Financial Planning & Analysis Resume Examples & Samples

  • Provide senior financial analytical business partnership and council by demonstrating outstanding financial analysis, communications, interpretation, and scenario planning skills resulting in improved business results
  • Assure annual plans and periodic financial forecasts, meeting goals and objectives stated by CFO
  • Assure accurate and timely financial projections, forecasts, and analysis of relevant financial and operational information as required for Board, Executive Team, and other specific requests
  • Ensure company's internal financial information needs are met. Develop and maintain relationships with financial services providers such as auditors, lenders, and rating agencies
  • Develop and implement financial reporting and control systems to support Business Finance in accordance with the company’s guidelines and financial policy
  • Analyze company's financial results with respect to profits, trends, costs and compliance with budgets. Issue regular status and ad hoc reports to executive leadership
  • Provide strategic guidance around capital financing options to support company growth needs
  • Develop and coordinate all relationships with lending/financial institutions
  • Assist executive management in financial planning and results management. Work with other team members to understand revenue and cost drivers and define appropriate reports for tracking
  • Coordinate, prepare and review monthly, quarterly, and annual reports
  • Manage relationships with insurance providers and ensuring compliance
  • Manage cash flow planning and reporting
  • Interact with board of directors as needed
  • Train, develop and grow team by providing ongoing coaching and performance feedback
  • Develop and communicate a strategic direction for the functional area
  • Bachelor’s Degree in Accounting, Finance or related field; MBA preferred
  • High level of Financial Systems and process experience (Oracle Financials experience preferred but not required)
  • 10+ years of Public/Private experience in a leadership capacity
  • Proven experience implementing financial reporting processes and systems
  • Software industry experience strongly preferred
  • Ability to multi-task in a fast-paced environment with fluctuating priorities and deadlines
  • Motivate teams to produce quality materials within tight timeframes
  • High level of proficiency in the use of Microsoft products including Project, Word, Excel, PowerPoint, SharePoint and Outlook
36

Director / VP Financial Planning & Analysis Resume Examples & Samples

  • Lead the ongoing reporting of financial performance and variance identification and explanation via the monthly/quarterly preliminary Highlights, Management’s Discussion and Analysis and Monthly BPR and MDM processes. Responsible for the financial analysis and developing commentary at a “global view” working in conjunction with the business unit CFO’s and FP&A teams, WK Corporate, and other finance personnel. This analysis and explanation will focus on both internal users with deep knowledge and interest in the business, as well as external users who require more strategic and summary analysis
  • Identifies opportunities to improve financial performance within TAA by staying abreast and knowledgeable of industry trends and events impacting business performance (e.g., subscribing to and reviewing industry reports, visiting TAA sites); focusing on data analysis whether financial and / or operational, tracking expense to revenue against the plan; collaborating with multiple accounting/finance contacts within WK across the globe; working with the Chief Financial Officers and supporting Accounting/FP&A team members of multiple units; identifying and communicating shortfalls/upside and likely causes; advising and working with business leaders to capitalize on emerging and unanticipated opportunities (e.g., building business case models)
  • Take a leadership role in the development of the Vision Strategy Plan (VSP) & Budget development and delivery, by establishing organized, logical, and efficient systems, tools, and templates to organize and optimize BU planning activity and accuracy; preparing and delivering timely and accurate prior period results and current run rates; staying apprised of economic conditions that may impact forecasts; and advising BU CFO’s and Divisional department heads on potential impact of current economic conditions and forecasts on their budgets early
  • Contributes to strategic initiative progression and realization by sharing analytical, quantitative, and conceptual insights to enhance the organization; providing leadership in high-level, cross-functional initiatives; assisting with timelines and standards for cross functional initiatives; ensuring that the quality of deliverables meets the expectations of leadership and the needs of the business; attending business planning meetings and strategy reviews; conducting research and summarizing findings; and applying knowledge from background area of expertise to special projects
  • Partner with and provide strategic and financial support to Division functional executives regarding projects and initiatives within their functional scope
  • Coordinates the activities necessary to complete a comprehensive Global budget for TAA with business units, internal departments and external stakeholders (Corporate Analysis & Control, GBS, etc.). Be responsible for the division overhead cost centers primarily aligned with the Divisional offices of: CEO, CFO, Business Development & Strategy, and own the monthly management of division overhead
  • Seek continuous improvements to the current quarterly forecasting process, through greater use of technology, improved communications, data analytics, and additional financial training to finance leaders and managers throughout the Business Unit
  • Become completely “fluent” in discussing and explaining results in multiple currencies and exchange rates, segregating actual performance form currency/exchange rate effects
  • Lead the tracking and reporting of corporate productivity, cost savings, and operational excellence initiatives
  • Ensures metrics and reporting of key financial results across all TAA BU’s is aligned with WK Policy and reporting requirements; coordinate with all Corporate & BU finance leaders that all new measures are communicated, tracked and reported efficiently and effectively across the Division
  • 10 + years related experience with at least five years management responsibility
  • 5 years leading and developing professional-level employees or management employees
  • Working collaboratively in various environments and cultures
  • Communicating strategic objectives and business results, through both verbal and written communications
  • Strong background in forecasting and business analysis,
  • Experience and knowledge of IFRS and External Financial Reporting
  • Proven success in being able to evaluate and understand business transactions
  • Proven success in partnering with the business to meet financial objectives
  • Proven skills in working collaboratively across all systems, organizational levels and international geographies
  • Experience in a large Corporation which conducts business in multiple countries including North America, Europe a must
  • Excellent analytical skills, strong written and verbal communication skills
  • Proven management experience and ability to assume increasing levels of organizational responsibility within the finance function
37

VP, Financial Planning & Analysis Resume Examples & Samples

  • Responsible for ensuring the Company has appropriate personnel and tools required for developing and maintaining timely and accurate financial plans and forecasts
  • Develops and maintains multi-year financial planning models, incorporating key business drivers
  • Manages annual budgeting process, partnering with business leaders to ensure accountability to meet or exceed budget expectations
  • Manages monthly forecasting process, reflecting actual results and trends into expected financial results, communicates expectations and influences organizational performance to exceed forecasted expectations
  • Develops analyses that provide deep insight into product revenue and pricing and white space definition and capture with the goal of achieving long-term sustained revenue growth
  • Develops standard and ad hoc financial analyses and dashboards to provide operational insight to business leaders
  • Assists with capital structure planning, utilizing multi-year planning model, to ensure capital structure supports capital expenditure and acquisition expectations
  • Assists with the Company’s acquisition strategy, including supporting financial modeling and accounting due diligence
  • Develops and maintains software tools for effective and efficient budgeting and forecasting
  • Recruits, manages and develops a successful team of financial planning professionals
  • Bachelor’s degree in Accounting or Finance. CPA or MBA a plus, but not required
  • Minimum of 12 years professional experience in finance or accounting with at least five years in a lead financial planning role
  • Strong analytical skills, including superior financial modeling, database querying and statistical analysis
  • Ability to build integrated financial models (income statement, balance sheet and cash flow)
  • Experience with Excel, ERP systems and business planning/business intelligence systems
  • Professional, poised and accomplished communicator with senior executives
  • Ability to motivate teams to produce quality materials within tight timeframes
  • Cross-functional expertise, with experience operating in a complex organization
  • Strong project management, planning and organization skills, including ability to handle multiple projects in a fast-paced environment
  • Continuous improvement attitude; ability to seek out and implement internal or external best practices
  • Travel will be required to South Bend, IN and other regional offices
38

VP, Financial Planning & Analysis, Pfs Resume Examples & Samples

  • Partner with the Division President and leadership team to support the development of the global long range plan, including the key initiatives, investments and financial projections
  • Lead the development of the budgets for all elements of the business, in collaboration with the functional leads, which achieves the require financial objectives
  • Lead activity based forecasting discussions, including reviews of trends, risks and opportunities, to develop an accurate projection of financial results
  • Lead the month end close process including validation of the results, variance analysis and insightful financial reporting
  • Support the real estate management process through strategic and financial evaluation of store opening, closing and renovation decisions
  • Lead cross functional meetings and initiatives to improve Divisional business performance
  • Partner with the functional leads to assist them in developing accurate forecasts and to achieve their budgets
  • Develop a divisional strategic scorecard that quantifies the progress on the key strategic actions
  • Participate in inventory meetings to review aging status and receipt plans
  • Ensure that the financial process is well controlled including policy enforcement. Auditor support and Capital management
  • Develop the financial and business skills of the Divisional FP&A team
  • Demonstrating integrity, judgment and principled decision