Finance Planning Analysis Resume Sample
Imelda Luettgen
33869 Hans Fall,
New York,
NY
+1 (555) 595 2895
Work Experience
Manager, Finance Planning & Analysis
01/2018
-
PRESENT
Philadelphia, PA
- Develop credibility for the Finance group by providing timely and accurate analysis of financial and operational performance that assists the CEO, CFO, VP of Finance, and senior leaders in managing their responsibilities
- Collaborates and builds solid relationships with senior leaders across the company to ensure financials accurately reflect operations, strategy, and risks/opportunities
- Proactively initiates communication with leadership teams to present compelling financial insights and propose creative solutions to resolve financial problems such as lethargic sales, revenue recognition challenges and cost over-runs which result in individual/team action plans
- Demonstrates thought leadership to supervise and coordinate preparation of monthly and quarterly forecast updates to drive short and long-term business decisions that sustain and/or augment competitive advantage
- Establish credibility throughout the organization as an effective problem solver; be viewed as approachable, utilize organizational agility and GAAP knowledge to maximize financial performance and act as a mentor to business partners on financial issues
- Develop and maintain KPIs (key performance metrics) and predictive analyses to forecast future growth, product mix and profitability
- Support new business development through insightful business case analysis and investment scenario modelling
- Develop a robust revenue tracking approach to allow validation of budgets, hiring forecasts, cash flow, etc
- Improve performance by evaluating processes to drive efficiency and understand ROI of investment, menu pricing, and new offerings
Finance Planning & Analysis Controller
07/2011
-
10/2017
Los Angeles, CA
- Collaborates with the Operational leaders to ensure a holistic view of the financial results
- Recruits, selects and retains highly qualified professionals
- Work directly with General Managers and Sales leaders in charge of each business unit to create revenue plans analyzing drivers, risks and opportunities
- Work directly with Operations leaders in each business unit to create COGS and OCOGS plans analyzing drivers, risks and opportunities
- Create departmental OPEX forecasts by understanding spend drivers, risks and opportunities
- Monitor complete P&L throughout the quarter to land within targets, perform variance analysis and determine root cause to fix issues
- Provide internal management reporting and recommendations to help lead the business
Finance Planning & Analysis Intern
12/2008
-
04/2011
Detroit, MI
- Provide analysis of the product bookings and backlog to determine financial risk
- Develop and report monthly analytical measures of functional and product financial performance including peer group comparisons
- Leads the post-acquisition financial integration of budgets and forecasts
- Collaborates with the company’s senior leaders and other departments to establish long-term strategic plans
- Provides financial opinions on agreements (e.g. contracts, purchases, services) during negotiation
- Leads the company’s Activity Based Costing processes, effectively interprets results and provides recommendations on improvements
- Leads a team of Financial Planning and Analysis professionals focused on financial plans and budgets as well as ongoing financial analysis of operations supported
- Guides the accounting team in matters that impact revenue recognition and accruals
Education
Western International University
2004 - 2008
Bachelor's Degree in Finance
Professional Skills
- Strong interpersonal and communication skills to work effectively with various functional groups
- Strong communication skills with the ability to communicate effectively with staff across all levels
- Thrive under pressure and meet tight deadlines, and demonstrate strong organizational and communication skills
- Management skills– planning, prioritization, objective setting, meeting management, project management and plan execution
- Excellent Analytical skills and solid financial modeling capabilities
- Possesses excellent financial modeling skills
- Advance data analysis skills both numerically and written, able to influence decision making through strong data provision
How to write Finance Planning Analysis Resume
Finance Planning Analysis role is responsible for modeling, analytical, financial, database, excel, power, accounting, finance, leadership, insurance.
To write great resume for finance planning analysis job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Finance Planning Analysis Resume
The section contact information is important in your finance planning analysis resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Finance Planning Analysis Resume
The section work experience is an essential part of your finance planning analysis resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous finance planning analysis responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular finance planning analysis position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Finance Planning Analysis resume experience can include:
- Create and update financial forecast models used to budget Revenue, COGS, OpEx, CapEx, Balance Sheet & Cash Flow updates of key assumptions and financial impact analysis
- Effectively manage multiple priorities and to deal with stretch deadlines
- Posses advanced skills in excel including graphing, knowledge of Great Plains, FRx, power point and accounting including US GAAP required
- Possesses excellent financial modeling experience
- Work experience in finance with demonstrated increasing responsibilities
- Provides technical skills and the potential to assume greater responsibilities
Education on a Finance Planning Analysis Resume
Make sure to make education a priority on your finance planning analysis resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your finance planning analysis experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Finance Planning Analysis Resume
When listing skills on your finance planning analysis resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical finance planning analysis skills:
- Demonstrate strong leadership skills and accountable mindset within cross functional team
- Solid technical and analytical skills in finance and general accounting
- Strong collaborative skills and ability to work in a dynamic team based environment
- Strong systems skills (Query, Visual Basic, report design)
- Strong Excel skills and knowledge of database applications such as Lawson, Essbase and Power BI
- Good in communication skills that are impactful
List of Typical Experience For a Finance Planning Analysis Resume
1
Experience For Manager, Finance Planning & Analysis Resume
- 8+years FIE working experience in finance field with FP&A experience
- Collaborate with the finance leads for other functions to capture key changes in the forecast to include in the consolidated MD&A
- Providing “Count on Me” service to the business leaders supported
- Work directly with accounting to support closing of the books and post close analysis of actual vs. forecast
- Prepare ad-hoc detailed analysis for administrative departments focusing on providing valuable and actionable information on business opportunities or issues
2
Experience For Finance Planning & Analysis Manager Resume
- Preparation of forecasting package including analyses of revenue drivers, significant cost/expense items, margins and other key performance indicators
- Collaborate within the Asia Supply Chain Finance team, sharing best practices and reapplying those from other Clusters
- Establish and complete overall closing and reporting process for DP BU specific activities as required to support
- Provides guidance to ensure relevant and timely delivery of all financial reporting and planning outputs
- Upgrades management reporting, develops business processes and tools to provide accurate, consistent and timely reporting and analysis of business results
3
Experience For Business & Finance Planning & Analysis Manager Resume
- Develop and maintain financial models to support the quarterly planning process and stress testing scenarios
- Coordination of the financial planning process for the Region including set up calendars & deadlines for all the countries information required
- Monthly reporting package preparation including Full P&L and Balance Sheet variance analysis and commentary
- Cost center modeling and analysis including payroll, travel, allocations, etc
- Interpret commercial, medical and economic product data and positioning and develop sound analytical data to support marketing strategies
4
Experience For Senior Manager, Finance Planning & Analysis Resume
- Lead Finance team in driving Divisional initiatives
- Manage ad hoc financial analysis and reporting requests from management
- Preparation of various ad hoc analyses to better understand the underlying trends in the company’s performance
- Provide guidance and instruction to G&A cost center personnel regarding financial policies, process and systems
- Strategic Financial Planning – Budget presentations to HUGO BOSS AG, Quarterly P&L statements
- Work with Director to enhance pricing strategy and processes
- Ideally working knowledge of PolyPaths ALM or other ALM application
- Management AccountingStandard Costing
- Interaction with various Business Unit counterparts to coordinate reporting and support of the corporate SLT
5
Experience For Senior Spclst, Finance Planning & Analysis Resume
- Sources data and provides ad-hoc reporting to support decisions and provide conclusions
- Develops and implements management tools for maximizing departmental profitability and/or cost control
- Design and implement planning and analysis frameworks, and “best practices” around methodologies and analysis techniques
- Capable of working across boundaries and functional areas
- Competent in working in multicultural environment
6
Experience For Finance Planning & Analysis Controller Resume
- Have a high learning agility and resilient in different subject matters within corporate
- Have high basic business acumen across marketing, sales, product development and operations
- Flexible Spending Accounts, short & long term disability, life insurance & educational assistance
- Standard working hours & shift
- Champion ideas, focus on results and command respect through exercise of sound business judgment and clear decision-making
- Prepare monthly financial forecast presentation for executive staff
- Other ad-hoc FP&A tasks and analysis as necessary
7
Experience For Director, Finance Planning Analysis Resume
- Manage the project application process for selected programs, working with various cross-functional departments to ensure that applications are accurate and approved in a timely manner
- Work cross functionally with Supply Chain, Marketing, Real Estate, Fuel and Corporate Finance to support corporate profitability and new initiatives
- Develop and maintain transition materials including detailed description and directions of co-op tasks, organizational charts, contact lists, and system overviews
- Preparing annual budgets and monthly forecasts for internal and external stakeholders
- Help to develop and maintain the long-term strategy for planning systems with the objective of assuring that the systems are sufficient to accommodate the Division’s changing requirements
- Obtaining nuanced understanding of all areas of the business’ financials including revenues, expenses, balance sheet, and RWA
- Establish strong partnership with various constituents (including Treasury, Controllers, Operations & Technology, Business COO) to understand all components of financial results, reach informed decisions to be able to effectively influence senior management, and to keep abreast of market trends or impacts to business’ financials
- A detailed understanding of the Investor Services products
- Develops, at the direction of the BUM (asked and not asked) and in collaboration with the other team members, market and financial analyses in support of the product strategy
8
Experience For Regional Senior Finance Planning & Analysis Resume
- Initiates and coordinates BU and affiliate encompassing market research
- Develops an appropriate BU forecasting model and prepares with the other team members the proposed Budget / LE
- Manage & optimize P&L of business unit
- Coordinates with sales managers and product managers to ensure that marketing assumptions are appropriately linked to sales performance metrics and targets (e.g. support SAP and SIP)
- Maximizes the utilization of the available primary and secondary data sources/systems & quantitative competitive data in support of audience/product
- Build competencies and depth of the team
- Provide the financial expertise for platform-wide initiatives
9
Experience For Global Cards Finance Planning & Analysis Analyst Resume
- Financial closing: Support monthly/quarterly/annual closing including various report submissions utilizing SAP, TM1, Controller, STC and other systems as required
- Support Global and Regional financial initiatives/projects as required
- Interaction with various Business Unit counterparts to understand their respective financial results
- Interaction with various business unit and corporate counterparts to understand business performance, analyze trends and results, develop risks and opportunities and produce analyses and reports to aid senior leadership in decision making
- Preparation of financial models for cash flow forecasting, sources and uses reporting and rating agency model support; develop analytics to drive accuracy in the cash forecast and provide critical thinking around cash opportunities and risks
- Support the annual strategic planning and budget process through business unit analytics and preparation of presentation materials for C Suite approval
- Preparation of financial models for investor relations, treasury, strategic planning and M&A
- Various ad-hoc projects and analyses, including competitive analyses, valuation methodologies, industry trends, sources and uses, as well as other treasury/cash metric management exercises, etc
- Monthly P&L forecast - consolidation, preparation and analysis of P&L
10
Experience For Finance Planning & Analysis Specialist Resume
- Lead the “bottoms-up” budget, forecast and long-range strategic plans for revenue, headcount, operating expenses and capital expenditures for a business function
- Analyze RFG month end results and forecasts, assessing variances by brands/departments for senior management review
- Partner with G&A Senior Leadership to forecast business unit expenses and future initiatives while identifying risks and opportunities
- Perform highly complex financial research and analyses to identify issues, support business decisions and develop solutions
- Evaluate existing business processes, identify and implement system solutions to gain processing efficiencies. Re-engineer the Cash Flow Consolidation forecast process to maximize efficiencies and implement creative solutions to minimize non valued added efforts. Implement the Oracle upgrade and working capital reporting
- Evaluate solutions to deliver automated business unit financials and operating metrics, dashboard type reporting for consolidated key financials, Cash Flow and CAPEX
List of Typical Skills For a Finance Planning Analysis Resume
1
Skills For Manager, Finance Planning & Analysis Resume
- Excellent highly developed people management skills
- Advanced skills in accessing and processing data (SQL Server, Visual Basic for Applications (VBA))
- Self-starter with the ability to work independently, particularly in the area of using sound, independent judgment, problem-solving and analytical skills,
- Critical thinking and well developed analytical skills
- Exemplary partnering and customer support skills
- Have outstanding written and verbal communication skills with the ability to clearly articulate issues, alternatives and conclusions
2
Skills For Finance Planning & Analysis Manager Resume
- Have highly developed leadership and influencing skills
- Have strong quantitative/financial modeling experience
- Advanced presentation skills to communicate complex data analysis both visually and verbally, including to senior LT level non-financial management
- Sharp written and oral communication skills as well as the ability to work independently
- Communicate and partner effectively with all levels of the organization
3
Skills For Business & Finance Planning & Analysis Manager Resume
- Provides technical skills and the potential to assume greater responsibilities.Physical Demands
- First rate attention to detail with great communication skills
- Professional communication / interpersonal skills at all levels
- Have the ability to effectively manage project teams; and
- An ability to think “outside the box” and a desire to use financial skills to help develop and grow the business
- Understanding of valuation techniques using spreadsheet software and proven ‘modelling’ capabilities
- Experience developing and leading annual budget, periodic forecasting and monthly closing process
4
Skills For Senior Manager, Finance Planning & Analysis Resume
- Leads the development of strong planning and forecasting capabilities by incorporating improvements into an existing process
- Finance Planning and Analysis experience in a Public Accounting and/or Private Industry setting
- Previous experience with Budgeting, Forecasting, Planning, and Cash Flows
- Management reporting: Prepare monthly and regularly scheduled reports relating to volume, sales, A&P, S&C, etc. on time to support effective decision making
- Experience with research and development clinical forecasting and tracking
- Min 8 years experiences as finance profession whether in multi- national auditing, accounting, or consultancy firm or corporate/company at managerial level
- Experience working with financial reporting systems/tools and processes (Hyperion, OutlookSoft, SAP BPC or similar)
- Experience of increasing responsibility in Finance/Planning/Analysis
5
Skills For Senior Spclst, Finance Planning & Analysis Resume
- Experience working with Hyperion Planning, Essbase and Smart View toolset
- Demonstrates track record of producing timely and accurate financial analysis in complex growing organizations
- In-depth problem solving and root cause identification proficiencyRequired knowledge & experience
- To the Manager Finance / Sales & Marketing Effectiveness
- Experience in financial planning and analysis and commercial finance to support sales division
- Professional accounting designation with at least 2 years’ experience post designation
- Experience working with senior leaders,
- Advanced working experience with Excel required
- Experience in management of a related financial/accounting function
6
Skills For Finance Planning & Analysis Controller Resume
- Finance/Accounting experience
- Experience supporting high level business leaders
- Analysis and forecasting experience required
- Experience in management of a related financial/accounting function, preferably in the Timeshare industry
- As a member of the Sales & Marketing Effectiveness/Finance team
- Excellent communication abilities, oral and written
- Demonstrated process improvement ability
- Work on multiple projects simultaneously with the flexibility to adjust priorities, as necessary
7
Skills For Director, Finance Planning Analysis Resume
- Highly proficient with MS Office, excellent in Excel
- Posses knowledge and experience of industry
- Excellent technical and financial knowledge
- Proficient in Excel skill
- Strong IT systems aptitude (SAP R3, SAP Business Warehouse, SAP BPC/Outlooksoft/Hyperion, Powerpoint, Word
- Strong Excel knowledge & financial acumen
- Experience in the assigned therapeutic areas
- Ideally previous experience with Oracle/Hyperion financial applications
8
Skills For Regional Senior Finance Planning & Analysis Resume
- Coaching / Teaching / Mentoring
- Producing thoughtful, relevant management reporting materials for Business Units, Investment Division Executive team, Group Finance, and external stakeholders
- Driving for results and self-motivated
- Delivering market and financial analysis in support of audience and product needs to maximize market value
- Delivering analysis and plans in a manner consistent with agreed commercial processes
- Developing in strategic competencies
- Budgeting: Prepare full company P&L budget based on Global guidelines
9
Skills For Global Cards Finance Planning & Analysis Analyst Resume
- Leads a strategic and structured financial forecasting and planning process ensuring the accurate reflection of up to date business conditions
- Track record of producing timely and accurate financial analysis in complex growing organizations
- World Class in finance acumen, particularly on accounting, financial and management reporting area
- Entrepreneurial spirit with a full understanding of the whole picture and a winning / collaborative / proactive attitude
- Support the growth of the business though pricing models, business case analysis, financial modeling, and forecasts
- Review pricing discounting and non-standard contract terms on sales opportunities to ensure financially responsible sales practices
- Support global strategy, business planning, and decision-making opportunities
- Provide monthly/quarterly reports and analysis of financial and performance KPI’s including P&L and Trade Working Capital
10
Skills For Finance Planning & Analysis Specialist Resume
- Group reporting: Prepare variance analysis and dashboard/deck for financial reporting based on Global guidelines
- Preparation of the forecast & budget including variance analysis highlighting Company’s performance
- Preparation of the forecast & budget including variance analysis highlighting performance
- Team with G&A cost center Leadership to prepare annual budget by managing process and deliverables while providing input and guidance
- Prepare all necessary G&A cost center accounting entries into Oracle consistent with generally accepted accounting principles
- Coordinate the total company forecasting process with key stakeholders including submission to region/cluster
- Perform month-end closing on SF/ODE, ensuring all costs are appropriately recorded and allocated to the business as per globally approved methodology
List of Typical Responsibilities For a Finance Planning Analysis Resume
1
Responsibilities For Manager, Finance Planning & Analysis Resume
- Support Strategic Sourcing with small / medium sourcing & benchmarking Initiatives
- Assist with Strategic Sourcing reporting & (KPI) Key Performance Indicator tracking
- Support benchmarking and other competitive analysis
- Direct nationwide budget process for manufacturing, distribution, sales and finance cost centers
- SOX implementation and documentation
- Guidance on and evaluation of IT capital spend
2
Responsibilities For Finance Planning & Analysis Manager Resume
- Partner with the business function on the annual planning, periodic re-forecasting and long-term planning processes to provide financial oversight and support decision-making
- Prepare and utilize consolidated monthly management discussion & analysis (MD&A)
- Lead meetings with functional business partners to review financial results
- Deliver expert technical and systems support to key business deliverables. Create the automation and process improvements to the Long Range Plan business model. Develop tools to allow for a brand level cash flow forecast. Serve as a liaison between FP&A and their partners to develop expertise in transactional databases
- Prepare RFG forecast package for submission to Corporate
3
Responsibilities For Business & Finance Planning & Analysis Manager Resume
- Manage G&A cost centers consulting on trends, initiatives, non-recurring activities, and other events, ensuring these items are properly reflected in the actual results and expense forecasts
- Present G&A cost center results, forecast and variance explanations to senior management
- Review G&A cost centers’ requests for expenditures, ensure they are included in the forecast, are reasonable from a business perspective, and proper general ledger account coding
- Identify and implement operational efficiencies and improvements to reduce results variability and increase accuracy on an on-going basis (both process flow and system operations)
- Strong written and verbal communication skills required across all levels
- Familiarity with general ledger accounting systems and consolidation systems, preferably Oracle
- Work closely with senior leaders and other key stakeholders to ensure that reporting and analysis drives the necessary insights needed to effectively manage expenses
4
Responsibilities For Senior Manager, Finance Planning & Analysis Resume
- Provide stakeholders with demonstrated leadership and advice on all expense-related matters and drive efficiencies where possible
- Lead or participate in expense initiatives and develop standard processes, tools and policies
- Support the periodic Budget/Forecast processes
- To own the P&L management by providing identifying risks and variances compared to target, providing gap analysis and commentary and opportunities or recommendations to achieve target
- To ensure that the financial plan and forecast exercises are flawlessly captured the business needs, align with regional/cluster expectations and considering the relevant market potential
- To ensure that the market demonstrate integrity, on Time and in full of the reported numbers in reporting tools, SAP and BISON
- Plan, implement and maintain internal control framework to safeguard the organization
- To ensure that corporate finance risks are identified, mitigated and managed aligned with management policies
5
Responsibilities For Senior Spclst, Finance Planning & Analysis Resume
- Commentary and root cause analysis as required
- Working with India & North Asia Logistics Leadership team, develop action plans to address major root cause negative variances and build a sustainable cost savings program to drive SF/ODE margin improvement
- Has strong orientation towards continuous improvement with LEAN oriented mindset
- Region consolidation and standardization of Financial reports
- Provide monthly inventory reporting with insights to Supply Chain to course correct where needed
6
Responsibilities For Finance Planning & Analysis Controller Resume
- Drive winning results for critical business, Global Product Supply and Finance initiatives
- Provide RFP (Request for Proposal) and negotiation strategy support including participation in negotiations as necessary delivering optimal costs and terms (i.e. freight bids, distribution center lease, fork truck lease vs buy, 3pl bid, etc.)
- Provide ad-hoc financial analysis to supply chain
- Ensure full compliance to cost internal controls. Regularly performs control testing, reviewing control test results, driving and implementing resolution to control gaps
- Excellent ERP knowledge, preferably SAP
- Provide financial information, analysis and support to various stakeholders (Director and VP Finance, DP management team, ARP BG etc...) as required
- Develops monthly report deck for executive management
7
Responsibilities For Director, Finance Planning Analysis Resume
- Improves decision support analysis, analyzes company performance against targets
- Posses knowledge and experience of industry and solves problems with a highly analytical and challenging mindset, excellent technical and financial knowledge, operationally and business savvy, uses strategic and independent thinking and acts as a confident financial management leader
- Analyzes and presents complex information in clear, relevant and interesting way
- Develop forecasts of the income statement, balance sheet and key business drivers, including scenario analysis under various economic conditions
- Provides ability to communicate executive level presentations
- Liaison with business and finance partners in Taiwan, China, India, and Italy
- Prepare analysis packages for senior management discussions on multi-year forecasts, strategic initiatives and opportunities to improve financial performance
- Assist in the review of the balance sheet to ensure legal entities are appropriately capitalized under Prudential’s capital framework, and recommend capital actions as needed
8
Responsibilities For Regional Senior Finance Planning & Analysis Resume
- Collaborate with business partners to drive profitability analysis by product and distribution channel
- Supports the business with full P & L
- Coordination of the financial month end closing for the Region, providing all required information to the different accounting departments, making sure all countries comply with Abbott Financial policies and US GAP procedures
- Collaborate on key financial and strategic issues with countries managers and his/her staff
- Regular review of ADC specific balance sheet accounts
- Facilitate monthly financial reviews with country commercial staff
- Support Regional Controller in internal controls and financial audits
- Retail Financial Planning – Work in conjunction with the Licensing division regarding the financial planning of company-owned retail stores, facilities, HUGO BOSS franchisees, etc
9
Responsibilities For Global Cards Finance Planning & Analysis Analyst Resume
- Perform annual / quarterly price reviews
- Relevant experience such as, business planning, budgeting, forecasting, accounting, variance analysis or financial reporting. Experience interacting and communicating across functional areas such as with line organization, corporate finance and controller’s departments
- Excellent computer skills, especially Microsoft Office Suite
- Exceptional communication, influence, collaboration and facilitation skills,
- Eight or more years of experience in FP&A or related role
- Review opportunity pricing requests in Salesforce.com for revenue growth and profitability
- Analyze, interpret and make recommendations related to business transactions, financial statements and metrics
10
Responsibilities For Finance Planning & Analysis Specialist Resume
- Manage multiple concurrent objectives, projects, groups and activities while maintaining proper focus on major tactical and strategic initiatives. Ability to perform under pressure and/or opposition
- Expert financial and mathematical skills. Demonstrated advanced skill in PC applications (e.g. Access, Excel, Power Point, database management, financial software)
- Experience as Manager of Financial Planning and Analysis
- High level of initiative and work well in a cross functional team environment
- Executive presentation support
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