VP, Planning Resume Samples

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HS
H Satterfield
Harmon
Satterfield
273 Schuster Knoll
Dallas
TX
+1 (555) 868 3652
273 Schuster Knoll
Dallas
TX
Phone
p +1 (555) 868 3652
Experience Experience
11/2014 present
Boston, MA
Senior VP, Planning & Analysis Senior Manager
Boston, MA
Senior VP, Planning & Analysis Senior Manager
11/2014 present
Boston, MA
Senior VP, Planning & Analysis Senior Manager
11/2014 present
  • Coordinate with various business and functional units to design and deliver analytical packages for the USCC senior management team, collecting and analyzing data from various groups to create meaningful and effective presentations
  • The position will also be fully engaged in the monthly close process, in partnership with key departments such as Corporate Reporting, Strategy and Tax as well as provide full support to the wider FP&A GPO transformational effort
  • Lead in the production and analysis of financials for all actuals and planning dimensions namely: Earnings, Outlooks, Forecasts, Annual Plan, CCAR, 3-Yr Financial Projections and manage the preparation of key senior financial executive presentations for CEO/CFO, USCC Leadership team and a variety of other internal or external stakeholders
  • Prepare ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues – sample issues include Rainbow deep dive analytics, capitalization eligibility determinations (with account policy and other key stakeholders), etc
  • Coordinate effort and lead / direct Mumbai based resources to ensure reporting tool readiness – eg. Microstrategies, and Standard Management Reporting compliance
  • Build out strategic partnerships with ICG, global finance and business partners and ensure that Planning and Analysis provides accurate, timely and value-add information to the business
  • Lead preparation of monthly financial reviews for regional heads of the North America Private Bank that clearly communicate the financial performance of the business
02/2010 08/2014
Detroit, MI
VP, Planning & Analysis Lead Analyst
Detroit, MI
VP, Planning & Analysis Lead Analyst
02/2010 08/2014
Detroit, MI
VP, Planning & Analysis Lead Analyst
02/2010 08/2014
  • B.S. in Economics, Finance, Accounting or related discipline
  • Lead balance sheet analytics working with off-shore partners (London, Mumbai, Costa Rica)
  • Driver a more robust forecast linking drivers and interest rates to balance sheet returns
  • Continuous growth and learning opportunities
  • Along with the LFO teams to craft overall story around trading revenue trends over time
  • Opportunity to help the business drive results and optimize performance
  • Coordinate and calibrate the corporate calendar production of the annual budget in alignment with the strategy of the business
03/2003 09/2009
Dallas, TX
VP, Planning & Analysis
Dallas, TX
VP, Planning & Analysis
03/2003 09/2009
Dallas, TX
VP, Planning & Analysis
03/2003 09/2009
  • Continuous review of processes with the goal of providing timely and accurate Management Reporting
  • Support the preparation of internal management reporting documents for presentation to senior management
  • Communicate the results of these forecasts directly to executive management and provide insights to facilitate strategic decision making
  • Provide financial support on expense management initiatives
  • Develop and prepare senior management reports and presentations for distribution to the CEO, CFO, Controller, Operating Committee and the Board of Directors
  • Design, establish and maintain an efficient and effective infrastructure to support management information
  • Keep senior management abreast of FRB observations and findings
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
New York University
Bachelor’s Degree in Accounting
Skills Skills
  • Demonstrates the ability to hire and retain highly capable people while fostering diversity and career development
  • Continuously learning technology. Strong understanding of today's digital technologies
  • Assuming additional areas of accountability successfully
  • Well-developed written and verbal communication skills including presenting complex material in an organized and compelling manner
  • Strategic forecasting for a multidimensional business
  • Driving business to exceed company plans
  • Influencing and negotiating at a variety of levels
  • Leading and developing large planning teams
  • Well-versed in planning and allocation systems, as well as advanced Microsoft windows applications
  • Experience in developing and managing integrated plans for delivering technology or product solutions to our operations. Structures and leads project status reviews, removing barriers, and communicating results of the expected business outcomes
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1

VP, Planning & Analysis Resume Examples & Samples

  • Play a leadership role on the P&A team in the ongoing development and enhancement of Balance Sheet reporting and analysis relative to the following key financial processes
  • Monthly forecasting and reporting (current actuals / future outlook)
  • Annual Budget and Mid-Year Forecast
  • Work with lines of business and corporate functions to continue to enhance accuracy, timeliness and granularity of Balance Sheet reporting and forecasting, including both spot an average balances
  • Partner with Treasury on key Balance Sheet related processes and projects, as part of the Firmwide planning activities
  • Funding plan
  • Funding cost allocations to the lines of business
  • Firm-wide control / oversight of structural interest rate risk
  • Liquidity reporting
  • Enhance and develop analyses and reporting to drive transparency and management of the Balance Sheet and to incorporate Balance Sheet and P&L data to provide holistic, impactful financial analyses for senior management (e.g. drivers, variance analysis, NII / NIM, etc.)
  • Analyze LOB Balance Sheets, business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results within the Corporate P&A team
  • Execution of the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
  • Lead additional one-off and repeatable analyses as required by senior management
  • Develop and prepare senior management reports and presentations for distribution to the CEO, CFO, Controller, Operating Committee and the Board of Directors
  • Communicate and coordinate effectively with the lines of business and corporate functions areas (e.g. Corporate Treasury, External Reporting, Investor Relations)
  • The Corporate P&A team has a number of specific roles / deliverables, as such this role would be anticipated to potentially support other Corporate P&A deliverables during peak periods if needed
  • Manage one or more junior staff / associates
  • Bachelor's Degree in Business Administration, Accounting, Finance, Economics, or related field
  • 5 to 7 years of relevant experience
  • Prior experience in a Balance Sheet management/Treasury focused Planning & Analysis role strongly preferred
  • Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables
  • Detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
  • Ability to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
  • Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
  • Advanced Microsoft Office skills (Excel & PowerPoint in particular)
  • Experience with internal financial systems, such as Essbase and Hyperion
2

Assistant VP, Planning & Analysis Analyst Resume Examples & Samples

  • Respond to Finance related enquiries from different partners
  • Add qualitative insight into business performance and variance - including data integrity identification and resolution
  • Perform bespoke analysis in partnership with the business and Finance partners
  • Help drive forecasting and budget processes with the business and Finance partners
  • Support efforts to clean-up the allocation of expenses between businesses
  • Bachelor's degree, preferably Finance, Economics, or Accounting
  • 2-3 years’ experience of financial analysis/reporting in a large organization
  • Experience of process re-engineering / automation
3

Senior VP, Planning & Analysis Senior Manager Resume Examples & Samples

  • Coordinate with various business and functional units to design and deliver analytical packages for the USCC senior management team, collecting and analyzing data from various groups to create meaningful and effective presentations
  • The position will also be fully engaged in the monthly close process, in partnership with key departments such as Corporate Reporting, Strategy and Tax as well as provide full support to the wider FP&A GPO transformational effort
  • Lead in the production and analysis of financials for all actuals and planning dimensions namely: Earnings, Outlooks, Forecasts, Annual Plan, CCAR, 3-Yr Financial Projections and manage the preparation of key senior financial executive presentations for CEO/CFO, USCC Leadership team and a variety of other internal or external stakeholders
  • Prepare ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues – sample issues include Rainbow deep dive analytics, capitalization eligibility determinations (with account policy and other key stakeholders), etc
  • Coordinate effort and lead / direct Mumbai based resources to ensure reporting tool readiness – eg. Microstrategies, and Standard Management Reporting compliance
  • 5-7 plus years of relevant finance/business/accounting experience in financial services
  • Level-headed and able to deliver under tight timelines
  • Broad and deep understanding of accounting principles, and corporate finance concepts
4

VP, Planning & Analysis Lead Analyst Resume Examples & Samples

  • Assist in the production and analysis of financials for all actuals and planning dimensions namely: Earnings, Outlooks, Forecasts, Annual Plan, CCAR, 3-Yr Financial Projections and manage the preparation of key senior financial executive presentations for CEO/CFO, USCC Leadership team and a variety of other internal or external stakeholders Assist in the preparation of ad-hoc analytics on themes that arise at senior management’s request
  • Liaise with various global functional and business planning groups to deepen USCC FP&A’s analysis as well as manage various processes around actual and forward-looking financials
  • 4-6 plus years of relevant finance/business/accounting experience in financial services
  • B.S. in Economics, Finance, Accounting or related discipline
  • Superb presentation skills; the ability to translate complex financial schedules into meaningful presentations is critical; demonstrated analytical skills including the ability to synthesize quantitative and qualitative data
  • Demonstrated skills and ability in managing multiple projects and deadlines
  • Broad understanding of accounting principles and corporate finance concepts
  • Highly motivated, participative team player with a significant change agent mentality that can provide leadership
  • Experience with Business Objects or Pearl, a plus
5

VP, Planning Resume Examples & Samples

  • 4-year degree; advanced degree a plus
  • Minimum 10 years Merchandise Planning experience
  • Driving business to exceed company plans
  • Strategic forecasting for a multidimensional business
  • Well-versed in planning and allocation systems, as well as advanced Microsoft windows applications
6

VP, Planning & Analysis Resume Examples & Samples

  • Lead the Leveraging Opportunities finance team responsible to support the financial reporting and analysis of Leveraging Opportunities results
  • Lead the Leveraging Opportunities quarterly financial forecasting process
  • Communicate the results of these forecasts directly to executive management and provide insights to facilitate strategic decision making
  • Support the preparation of internal management reporting documents for presentation to senior management
  • Lead the business case analysis for new initiatives
  • Executive presence and experience dealing with Sr. business leaders
  • Strong interpersonal skills and the ability to work effectively in a team environment
  • Proven leadership skills with the ability to develop talent
  • Experience in creating financial presentation PowerPoint decks
7

Assistant VP, Planning & Analysis Analyst Resume Examples & Samples

  • Production of global reports including Daily / Weekly Trend Reports, Monthly
  • An excellent understanding of the key systems and processes from where
  • Strong financial management reporting system knowledge with drive and ability
  • Numerate /Analytical
  • IT skills – Excel, PowerPoint, Qlikview, Business Objects and MIS applications
  • Strong attention to detail / high levels of accuracy
  • Ability to manage and prioritize own workload effectively and resolve conflicting
8

VP, Planning & Analysis Resume Examples & Samples

  • Ensure accurate, timely and well-controlled reporting of the business unit financial results & forecast
  • Liaison with HR department to ensure compensation analysis for the business units are accurate
  • Support the financial reporting, forecast and budgets for the PREI global business support functions, ex. Marketing, Systems, Operations etc. Ensure cost are properly allocated to business units / funds
  • Evaluate new products from a risk and profitability perspective in a timely manner
  • Provide financial support on expense management initiatives
  • Support internal controls and legal entity P&L forecast activities for tax and treasury department; serve as liaison with internal and external auditors for audits and reviews
  • Minimum of 15 - 20 years of financial planning & analysis / financial reporting experience, preferably within the financial services industry. Asset Management, Real Estate investment management and fund accounting experience, a plus
  • Excellent communication, interpersonal, teamwork and collaboration skills
9

Senior VP, Planning & Analysis Senior Manager Resume Examples & Samples

  • Lead preparation of monthly financial reviews for regional heads of the North America Private Bank that clearly communicate the financial performance of the business
  • Develop and provide detailed revenue forecasting model to segment heads, and present monthly business and financial updates
  • Design and track performance indicators and metrics that facilitate transparency and measure the effectiveness of sales and product teams
  • Coordinate production of the annual plan and bi-weekly flash in alignment with the strategy of the business
  • Considerable day-to-day interaction with the business managers and team on the field to provide finance and strategic support
  • Responsible for 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
  • Build out strategic partnerships with ICG, global finance and business partners and ensure that Planning and Analysis provides accurate, timely and value-add information to the business
  • Leverage technical expertise to execute quantitative analyses that translates into actionable insights for senior management
  • 5+ years of relevant finance/business/accounting experience in financial services
  • Excellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentations
  • Flexibility to be effective and persuasive with all levels of management
  • Ability to build key relationships with finance and other professionals
  • Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires proactive self starter to ensure targets are met and projects accomplished
  • Broad and deep understanding of accounting principles, investment products, and corporate finance concepts
  • Highly motivated, participative team player with a change agent mentality that can provide financial leadership
10

VP, Planning & Operations Resume Examples & Samples

  • Manage and coordinate the PVH Performs activities with the PVH Performs team, MEBC and JDA teams thru the Wholesale Planning Solution Roll-out across the PVH Enterprise
  • Build IBP programs and adoption across the PVH Enterprise including senior leadership
  • Develop and implement innovative Value Chain programs to gain increased benefit from PVH Performs
  • Ensure Business Readiness and adoption of process, solution and organizational changes
  • Outline programs and process to
  • Monitor and evaluate previously implemented Business Unit’s KPIs to ensure continued performance and business benefits are being achieved
  • Manage and maintain the collections of Consolidate knowledge and experience to supplement Supply Chain Knowledge Base
11

VP, Planning & Analysis Resume Examples & Samples

  • Serve as the primary RCO contact for preparing the US businesses for Discovery Reviews and Targeted Examinations
  • Work with the FRB examiners to outline expected scope of the review
  • Educate businesses on the expectations of the FRB
  • Develop mock first day letter
  • Advise businesses on how to respond to the first day letter and ensure responses are complete and timely
  • Keep senior management abreast of FRB observations and findings
  • Oversee various workstreams for the annual Resolution and Recovery Plan submissions to the FRB and FDIC,(e.g. Funding & Liquidity, various Material Legal Entities and Core Business Lines) and manage the team of associates that work on these two deliverables. Incumbent will also help prepare and make presentations to Senior Management regarding the Resolution Plans including the Steering Committee and Finance Committee of the Prudential Board of Directors
  • Bachelors degree required, with specialization in Finance, Accounting, or other analytical field preferred
  • Advanced financial degree (CFA or MBA) preferred
  • 10 or more years of experience in an accounting or finance role
  • Experience and/or familiarity with development of Resolution Plan, or another similar regulatory initiative, preferable
  • Solid understanding of insurance industry and products
  • Demonstrated track record in problem-solving, strategic thinking and analytical capabilities
  • Strong presentation and written communication skills
  • Experience managing a staff of 5 or more individuals
  • Demonstrated ability to multi-task
12

VP, Planning & Analysis Lead Analyst Resume Examples & Samples

  • Lead the analysis of financials for all actuals and planning dimensions namely: Earnings, Outlooks, Forecasts, Annual Plan, CCAR, 3-Yr Financial Projections and manage the preparation of key senior financial executive presentations for CEO/CFO, Operating Committee and Board of Directors
  • Provide insightful analytics and prepare Citi’s CFO for quarterly earnings on various ICG-related matters in partnership with the business CFO’s and FP&A leads
  • Coordinate and calibrate the corporate calendar production of the annual budget in alignment with the strategy of the business
  • In partnership with the FP&A and wider Finance GPO’s a(global payment operations) assist and lead various process improvement opportunities that enhance the efficiency of the financial reporting cycle and increase the informative value of the content provided to senior management
  • Lead ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues
  • Liaise with various global functional and business planning groups to deepen Corporate FP&A’s analysis as well as manage various processes around actual and forward-looking financials
  • Excellent presentation skills; the ability to translate complex financial schedules into meaningful presentations is critical; demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
13

VP, Planning & Analysis Lead Analyst Resume Examples & Samples

  • Degree in Economics, Finance, Accounting, Engineering or related discipline
  • Strong working knowledge of Excel pivot tables, and preferably integration with Access database
  • Ability to translate complex financial schedules into meaningful presentations
  • Broad and deep understanding of accounting principles, investment, accrual products and corporate finance concepts
14

VP, Planning & Analysis Resume Examples & Samples

  • Partner with the various Corporate Sector Finance teams to provide standardized and custom reporting
  • Provide monthly financial reporting and analytics for CFO teams and various senior leaders across the Corporate Sector organization
  • Reporting of the monthly Consent, Enteprise Wide Programs and other Regulatory expenses (P&L and Cash Views)
  • Manage completion of Corporate Sector deliverables, including interaction with Finance team members to provide variance explanations and walk forwards
  • Minimum 5 years Financial Reporting experience
15

VP, Planning & Analysis Resume Examples & Samples

  • Oversight of monthly corporate deliverables, analysis of financial results and ad hoc projects
  • Design, establish and maintain an efficient and effective infrastructure to support management information
  • Partner with the various Corporate groups and LOB’s Finance teams to provide transparency and insight to functional expense, delivery schedule, efficiency programs and resource agenda
  • Ensure processes are in place to provide the proper level of visibility on investments and expenses with a focus on key drivers
  • Develop analytical capabilities for the CFO’s in order to strengthen the decision making process, identify trends and increase transparency to the lines of businesses
  • Work closely with the Global teams to consolidate results and clearly articulate drivers for Corporate functions
  • Develop and present highly analytical metrics that give senior management insight into drivers, benchmarking comparisons and make recommendations for process improvements
  • Manage completion of Corporate deliverables, including interaction with Finance teams to provide variance analysis and walk forwards of monthly expense trends, risks and opportunities
  • Bachelor’s degree; finance, accounting, economics, preferred; MBA/CPA preferred
  • 5+ years of finance and overall business management experience in a financial organization
  • Strong interpersonal and communication skills and ability to work effectively with senior management
  • Proven ability to act independently with excellent decision-making skills, effectively push back where appropriate and challenge the status quo
  • Demonstrated experience with strategic planning, issue resolution and negotiation
  • Ability to multi-task and work well under pressure
  • Demonstrated leadership abilities with track record of driving results in challenging and unstructured environments
  • Strong analytical and problem solving skills, creative thinker with ability to simplify concepts and create or oversee the creation of Powerpoint/Pitch Pro documents
  • Ability to be strategic and forward-thinking in approach to process improvements
  • Computer literacy skills (Advanced Excel, PowerPoint, Word, Access) Hyperion/Essbase, SAP preferred but not required
  • Highly motivated, self-directed and a team player
16

VP Planning & IT Operations Resume Examples & Samples

  • Develop a modern IT Service Management model and framework consisting of an IT service catalog and cost/allocation chargeback process to provide financial transparency for each LOB as to the allocation and cost of these services. Lead the development, maintenance and extension of IT service cost reports and dashboards to support the understanding of IT service costs over time. Lead the development of the IT annual operating plan and the multi-year planning forecast, including Operational Expense and Capital Expense, across the IT group in coordination with the corporate Finance organization
  • Lead a formal Business Relationship Management function which aligns business analysts with LOB leaders across the enterprise to identify needs for changed or new IT services. Advise business leaders on the best ways to meet their technology needs in support of their business through the IT governance process. Looks for commonalities to leverage demand, and repurpose it across all LOB’s to meet the future demands of the business
  • Lead the development of the enterprise IT strategy that guides the development, acquisition and evolution of IT services in alignment with the company’s business plan; develop strategic IT service and technology roadmaps to enable current and future business strategies. Analyze business objectives, the business environment, and industry, market and technology trends in order to identify and prioritize IT projects and timelines
  • Lead the IT Demand & Portfolio Management function which includes corporate governance processes for the justification, prioritization and governance of all business demand for IT services. Establish, lead and maintain a Project Management Center of Excellence and provide management governance over all significant IT projects throughout their project lifecycle to assure successful execution and delivery of intended results on time and within budget
  • Establish and manage the global IT supply chain process to achieve superior vendor performance at a business effective cost; oversee managed service providers relationships and other vendors across the contract lifecycle, including RFP processes, negotiation of terms and conditions, changes and modifications, and the enforcement of performance clauses. Lead the process to analyze vendors in order to highlight their cost of service and performance across different contract engagements
  • Lead enterprise IT governance, and compliance activities including: IT related SOX compliance, governance, risk and compliance (GRC) controls, and IT support to audits and necessary remediation activities; lead the development and maintenance of plans to improve and implement data protection controls around IT systems and processes; ensure proper safeguarding of protected classes of data
  • Lead the due diligence process for the IT area for M&A targets or planned joint ventures/divestitures; understand key technology implications, financial indicators, risks and integration timelines
  • Define, plan, establish and test BCP/DR plans and the supporting IT Service Continuity Service Management processes to assure that in a significant business disruption or IT service outage, business and IT services may be recovered within acceptable time frames to support required business activities
  • KEY CANDIDATE ATTRIBUTES AND COMPETENCIES
  • Background and Experience – demonstrated experience with strategic planning and IT corporate governance processes and the development of an IT Service Management and Catalog framework to provide financial transparency back to the business. Deep knowledge of financial management and planning activities necessary to support IT group operations in a large, distributed global business enterprise. Ability to build and maintain credibility and relationships with business and finance leaders across the enterprise. Executive management experience across multiple disciplines in a corporate enterprise IT group including infrastructure, applications, architecture, data management, security and audit & compliance
  • Business Focus – ability to relate well to the business, gain its confidence and support, and increase the business’s overall effectiveness with the best possible IT return on investment. Ability to identify, address and provide viable solutions for the company’s “pain points” and opportunities. Ability to articulate and orchestrate a series of changes through influence rather than through direct control. Demonstrated track record of delivering successful outcomes for stated business objectives
  • Ability to Articulate a Business Case – experience in preparing and presenting business cases that provide the necessary financial and business metrics that will enable senior management to make informed decisions regarding investments in technology solutions
  • Diplomacy – ability to listen, understand, and manage the expectations of business and technology personnel; ability to balance appropriate risk management principles and techniques with a flexible, responsive, innovative, and collaborative approach to the evolving needs of the organization
  • Outstanding Organizational and Project Management Skills – ability to position resources effectively; ability to prioritize, structure, manage, and implement multiple projects through to a successful conclusion on time and within budget
  • Outstanding Leadership and Motivational Skills – ability to recruit, develop, reward and energize teams within a global corporate environment in various locations
  • IT Supply Chain Responsibility – demonstrated ability to manage service providers across the contract lifecycle, including negotiation of terms and conditions, changes and modifications, the enforcement of performance clauses and associated financial ramifications on a global basis
  • Cultural Fit – ability to communicate and succeed in a rapidly growing organization that has based its success on a culture focused on core values such as: collaboration, sustainability, integrity, and employee engagement and welfare
  • Education – Undergraduate Degree required. Advanced degree preferred
17

VP, Planning & Allocation Resume Examples & Samples

  • Serve as a key leader of the North America Commerce team and Cole Haan leadership team to drive and deliver sustainable, profitable growth for the region
  • Partner with Cole Haan leadership team to set the vision for the North America Planning & Allocation organization and structure and execute organizational restructuring and process change management. Lead team of approximately 20-25; develop and drive proper structure and processes to maximize team productivity and results
  • Develop, execute, and communicate financial merchandise plans, demand plans, and strategies to support the merchandising, marketing and financial objectives across North American marketplace including Direct to Consumer (e-commerce, inline stores, outlet stores) and Wholesale channels
  • Drive financial results that maximize revenue, gross margin, fulfillment, inventory and inventory turn goals and minimize excess inventory
  • Implement process redesign, rigor and discipline around planning and inventory buying, as well as inventory management and tracking
  • Responsible for pre-season forecast and in season management of planning forecasts, all on order, and receipt flow to ensure that available inventory meets open to buy strategy and maximizes cash flow and inventory utilization across all of North America
  • Monitor, analyze, and guide all pre and in season buys. Manage, lead, optimize and enhance the Open-to-Buy process across channels to drive efficiency of inventory and overall business performance
  • Capitalize on allocation, inventory, and margin opportunities across all North America channels: optimize product at the right time, the right place, and the highest margin
  • Define, direct, and manage promotional calendar for Direct to Consumer
  • Manage marketplace cohesion to maximize overall business performance and profitability across all channels in North America: manage product segmentation plans in coordination with Corporate Merchandising, Sales, and DTC Buying partners. Manage cross-channel mark-down cadence and lifecycle management. Manage and communicate promotional calendar
  • Create and implement strategies to liquidate inventory liabilities. Collaborate with channel Partner with Finance to reconcile planning forecasts to financial forecast t by channel and develop strategies to amplify and/or address opportunities
  • Collaborate extensively with channel and corporate partners to define and execute business strategies; define and drive business process changes and overall change management
  • Collaborate with external wholesale partners to drive sound demand (sales) plans
  • Lead systems roadmap & execution to support business vision and evolution in partnership with IT and business cross-functions
  • Build, develop, and lead the entire North America Planning and Allocation organization. Maximize team design, ensure all team members have the right goals, and coach and develop the skills of all team members
  • 10-15 years prior experience in retail planning & allocation
  • Vertical retail & e-commerce experience
  • Wholesale planning experience a significant plus
  • Strong leadership skills, executive presence and acumen
  • Strong analytical skills paired with strategic business acumen and application
  • Detail-oriented, results-driven, highly, motivated, and entrepreneurial. Ability to both lead and work in the details
  • Ability to negotiate with and influence peers, members of a cross-functional team and senior management
18

VP, Planning & Analysis Resume Examples & Samples

  • Support investment department and corporate functions on strategic initiative around Asset and Liability Management including duration studies, long-term investments portfolio allocations and interest rate risk management
  • Supervise quarterly detailed Investment Spread analysis and forecasting process
  • Support the Individual Life Business new product design, pricing analysis and launch process
  • Support Actuarial department’s model review for all financial forecasting and capital management processes
  • Support various ad hoc strategic initiatives on in force product portfolio in order to optimize overall product profitability
  • Support the Individual Life Business growth strategy through insightful financial analysis
  • Build and maintain a working relationship between finance department and Actuarial, ERM, Treasury and Investment departments
  • 7- 10 years business experience in actuarial or finance role within the insurance industry
  • Bachelors degree in Accounting, Finance, Actuarial Science or related field
  • CFA, FSA or other advanced degree preferred
  • Knowledge of Life Insurance products and applicable actuarial concepts preferred
  • Strong written and oral communication skills with the ability to break down complex actuarial or financial concepts and communicate them to all levels of management
  • Demonstrated ability to lead cross-functional teams
19

VP-planning & Forecasting Resume Examples & Samples

  • Minimum 7 years of Retail Planning experience – preferably within apparel or consumer products
  • Advanced computer skills (Excel – pivot tables/ v-lookups/etc., Word, Internet)
  • Expert level of knowledge around planning processes, analytical tools, and managing a planning organization
  • Knowledge of supply chain management – demand, inventory, purchasing and delivering plans
20

VP, Planning & Analysis Lead Analyst Resume Examples & Samples

  • Identify linkages to external variables and around risk metrics for trading revenues; Build process for using Greeks analysis to assist in explaining revenue moves
  • Work with business and partners in LFO teams on CCAR efforts related to Trading Revenues; Will include responsibilities around developing or enhancing models, working with business to explain model output, quantifying any required overlays, and documenting model input and model results
  • Along with the LFO teams to craft overall story around trading revenue trends over time
  • Use understanding gained from historical analysis to help inform LFO teams on forward looking view on trading revenues; Forward looking views developed as part of Outlook, Plan, Mid-Year Forecast processes
  • Along with rest of Trading Revenues workstream, develop metrics and linkages to balance sheet and help Finance senior management to effectively allocate resources
  • P&L reporting, experience in financial services/statistics, (i.e. Greek analysis)
  • Demonstrated analytical skills, including the ability to synthesize large amount of data and draw conclusions
  • Ability to work independently, with minimal direction or as part of a team
  • Experience with Excel
  • Ability to prioritize workload effectively and resolve conflicting deliverables
  • BS in Economics, Finance, or related field
  • Minimum of 5-7 years’ experience
  • Strong working knowledge of Excel
  • Experience with statistical analysis
  • Experience with Oracle Essbase, Pearl, Jade, RUBY systems a plus
21

VP, Planning & Analysis Lead Analyst Resume Examples & Samples

  • Supports consistent financial process across Fintech and Rainbow Technology Functions
  • Supports financial projections and provides strategic leadership to drive consistency across Fintech and Rainbow Technology Functions
  • Analyzes and accurately forecasts performance for Fintech and Rainbow Technology Sub-Functions
  • Supports development of plans and the implementation and utilization of automation and tools across the Fintech and Rainbow Technology Functions
  • Supports analysis to support Fintech and Rainbow Technology Leadership in understanding expense dynamics and drive decision making
  • Bachelor's degree (preferred degree in Finance, Accounting or Economics)
  • 5+ years of advanced financial analysis experience
  • Demonstrated leadership skills and ability to influence and partner with colleagues at all levels of the organization
  • Broad understanding of financial systems and problem solving
  • Strong analytical abilities and ability to identify business needs, formulate innovative and strategic solutions and following through with detailed execution
  • Ability to manage multiple diverse priorities and work well under tight deadlines
22

VP, Planning Resume Examples & Samples

  • Manage the strategy and planning to establish the workstreams, deliverables, and status of the cross-product portfolio
  • Oversees standard program material and delivers into high-value intellectual capital, leveraging analytics and performance monitoring
  • Manage the delivery of a digital communications portal that captures the development and documentation of workflow processes
  • Oversee the business results and performance by managing the analytics and communications for the team
  • Work closely with leadership team to provide recommendations, guidance and support to the optimization of the planning decisions and improvement of the portfolio
  • Experience in developing and managing integrated plans for delivering technology or product solutions to our operations. Structures and leads project status reviews, removing barriers, and communicating results of the expected business outcomes
  • Experience in building relationships that are highly collaborative, with a keen ability to connect cross functional partners in an effort to achieve the expected results in our operational delivery
  • Solid knowledge and experience in digital and traditional product delivery processes with proven ability to problem solve andskillfully identify and remove barriers to program success. Ensures that the project teams utilizes flexible approach to match the pace of change
  • Proven record of success in leveraging data analytics to share results, and manage opportunities for performance improvements that will be integrated into solutions
  • Demonstrates the ability to hire and retain highly capable people while fostering diversity and career development
  • Continuously learning technology. Strong understanding of today's digital technologies
23

VP Planning & Analysis Resume Examples & Samples

  • Produce monthly reporting packages that include full financial statements, operational Dashboard reporting, analysis of key business trends, and comprehensive executive level explanations of variances and trends
  • Minimum 7 years + of progressive financial planning and analysis and corporate finance management experience in high growth companies
  • Strong Computer aptitude and proficiency, including expert Excel skills. Proficiency in other Microsoft Office applications is a must – Word, PowerPoint
  • Able to manage multiple projects simultaneously with superior attention to detail
  • High degree of maturity, diplomacy and professionalism. Self-starter and independent thinker who has the desire to work in a fast-paced organization
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Assistant VP, Planning & Analysis Analyst Resume Examples & Samples

  • Production of global reports including Daily / Weekly Trend Reports, Monthly MBRs, Quarterly Decks for Senior management, Town-Hall presentations and other ad-hoc presentations for Executive Committee and Global Heads of the businesses
  • Development of client/product analysis to aid in managing the Business, which will involve distilling large, complex data sets into actionable insights
  • Provide ad-hoc management information - working as part of a global team the employee will provide time critical analysis relating to client performance, for the Products, Sales, Finance as well as senior management
  • Work with Internal colleagues and Third party vendors to develop client wallets, market share and gaps. This will help management focus on the greater client opportunities Work with colleagues to define, test and deploy on line MIS for senior business management
  • Administration of governance processes to ensure the client value database is complete, accurate down to the trade level, and reasonable in relation to P&L
  • Troubleshoot trade flow issues – Coordinating with sales, middle office and technology to resolve issues and improve flows, and increase automation
  • An excellent understanding of the key systems and processes from where data is input / extracted from
  • Ability to build strong relationships with Finance colleagues, senior Business leaders
  • Opportunity for career progression within Finance or the businesses as well as international mobility
  • Strong financial management reporting system knowledge with drive and ability to continuously develop and improve processes
  • Minimum of 3 years’ experience of financial analysis in a large organization
  • IT skills – Excel, PowerPoint, Qlikview / visualization tools, and SQL
  • Results / Task oriented
  • Excellent academic background educated to a minimum of degree level ideally in a relevant subject
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VP, Planning & Analysis Lead Analyst Resume Examples & Samples

  • Develop linkage between the balance sheet and associated revenue
  • Support the formulation of annual business plans, global budget and re-forecasts, interim outlooks, the CCAR submission, etc. Coverage will include analysis of revenues, assets, capital optimization, Basel III, etc
  • Articulate the story on the business’ financial performance at month and quarter-end to support Investor Relation in developing the business performance summary
  • Driver a more robust forecast linking drivers and interest rates to balance sheet returns
  • Partner with the business unit management team, Capital Optimization, and Controllers to understand drivers of and improve balance sheet efficiency
  • Lead balance sheet analytics working with off-shore partners (London, Mumbai, Costa Rica)
  • An excellent knowledge of the key systems that house Citi financial data
  • Opportunity to help the business drive results and optimize performance
  • Ability to build strong relationships with Finance and business colleagues
  • 4-6 years of relevant finance/business/accounting experience in financial services
  • B.S. in Finance, Accounting or related discipline
  • Very strong working knowledge of Excel, experience with pivot tables and Hyperion
  • Strong presentation skills; the ability to translate complex financial schedules into meaningful presentations is critical; demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and drive decision making
  • Demonstrated skills and ability to handle multiple projects and deadlines