Financial Partner Resume Sample
Robyn Streich
93226 Kris Fords,
Houston,
TX
+1 (555) 494 5189
Work Experience
Associate Partner Financial Transformation
03/2018
-
PRESENT
Houston, TX
- Business acumen: to provide strategic business advice and demonstrate strategic thinking and analytical abilities
- Strong leadership skills: ability to influence, inspire others, collaborate (inter-relationships), and foster innovation. Highly driven and self-motivated
- Anticipate, identify and resolve financial issues
- Partner closely with cross-functional partners, including the Global Media Solutions’ team
- To understand clients’ pain points, challenges and goals in order to develop account penetration strategies
- Further, to understand the customers' specific business needs and applying service/process knowledge to meet those needs. Additionally, to identify strategic initiatives that help clients’ business achieve their goals
- Leverage strong domain knowledge in the Banking & Financial Services industry to understand customer’s business aspirations and challenges and design comprehensive transformation propositions
Financial Business Partner
08/2011
-
12/2017
New York, NY
- Writing and reviewing statements of work (SOW’s) that are designed for the success of project teams by aligning incentives for customers and Appirio
- Monitor and control expenses – daily monitoring of expenses, prepares and distributes monthly reports on expenses, analyzes monthly/quarterly results, drills down on variances to budget and last year’s, explains the variances to budget owners and the corporation and establishes courses of actions through discussions with senior management
- Work collaboratively with other Financial Planning personnel in a functional team environment
- Work cross-organizationally with other partners as required – Supply Management, Accounting, Network strategies, Network Operations and others as required
- Track record of operating independently, being detail-oriented, and delivering results
- Monitor and control expenses – daily monitoring of expenses (opex and capex), prepares and distributes monthly reports on expenses, analyzes monthly/quarterly results, drills down on variances to budget and last year’s, explains the variances to budget owners and the corporation and establishes courses of actions through discussions with senior management
- Advise the divisional leader and their staff as well as the company's senior finance and accounting leaders in establishing revenue and profitability targets for the annual budget and strategic plan
Financial Analyst FP&A Business Partner
03/2008
-
03/2011
Philadelphia, PA
- Identify and recommend tactics and strategies to achieve targets
- Serve as the finance leader in all recurring divisional meetings and calls
- Develop business cases and prepare presentations that support investment decisions such as acquisitions, capital spending and new initiatives
- Partner with Compensation Team to develop and modify sales compensation plans to drive growth in profitability
- Evaluate ROI on all sales projects and investments
- Review third-party contract negotiations, and participate in negotiations as appropriate
- Develop key operating metrics, investigate identified variances and work with divisional leads on corrective action
Education
Buena Vista University - Mason City Campus
2004 - 2008
Bachelor's Degree in Accounting
Professional Skills
- Strong commercial finance skills, including experience of scenario modelling, originating financial analysis, and producing clear, actionable recommendations
- Strong in Microsoft Power point and Excel data crunching skills
- Strong reporting and analytical skills are required
- Strong collaboration skills and a team player
- Experience in accounting (this is combined with experience in business controlling)
- Excel skills to a high level (including pivots, VLOOKUP, HLOOKUP, and building financial models)
- Experience in engineering or manufacturing business and B2B experience is preferable
How to write Financial Partner Resume
Financial Partner role is responsible for reporting, accounting, research, collaboration, analytical, compensation, finance, credit, training, integration.
To write great resume for financial partner job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Partner Resume
The section contact information is important in your financial partner 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 Financial Partner Resume
The section work experience is an essential part of your financial partner 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 financial partner responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial partner position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Partner resume experience can include:
- Experience in state government accounting or budget, including experience with either capital or internal service funds
- Driving brand building investment effectiveness and monthly results through partnering and influencing peer groups and sound holistic understanding
- Knowledge and experience with Washington state accounting, budgeting and reporting systems
- Perform region fixed absorption and sourcing analysis, including production shift between plants and import goods
- Perform region inventory analysis and reporting, including (Raw, Pack, Finished Goods, Spare Parts, etc.)
- Three (3) years of experience in preparing and monitoring complex budgets required
Education on a Financial Partner Resume
Make sure to make education a priority on your financial partner resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial partner 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 Financial Partner Resume
When listing skills on your financial partner 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 financial partner skills:
- Strong communication skills and ability to present effectively to groups and members of all organizational levels
- Detail oriented with strong organizational, analytical, and critical thinking skills
- Effective networking skills inside and outside of the organization and ability to gain collaboration
- Strong analytical, collaborative, and communication skills
- Demonstrate solid understanding of critical business requirements, recommending process improvement and IT solutions that provide competitive advantage
- Relationship building skills across all levels of the business
List of Typical Experience For a Financial Partner Resume
1
Experience For Financial Business Partner Resume
- Financial Analysing skills
- Financial Analyzing skills
- Enforcing brand building recognition policies and partner with the category and Internal Control teams to guarantee an effective control environment
- Validate and review plant’s capital investment requirements, including DCF’s
- Supports Business leaders to define requirements and assist with Process Improvement in the area of Finance, FP&A, Consolidation, treasury, Statutory reporting
- Supporting commercial decision making with focus on category business plans, ROI & promotion evaluation, pricing analysis and ad hoc projects
2
Experience For Client Partner, Banking & Financial Services Resume
- Identifying and recommending initiatives to enhance business performance, return on investment and brand management
- Providing financial support for annual budget planning, monthly forecasts, and value-added analysis
- Assuring all audit requests and analysis are delivered on time
- Continuing to review and strengthen the finance processes associated with the role
- Providing recommendations on Cash Flow management focused on inventory levels
- Building and monitoring actuals financial sets of the perimeter in charge
- Working with other department personnel on projects or tasks
- Prepare monthly, quarterly and annual workpapers, supporting schedules, and reporting
3
Experience For Financial Analyst FP&A Business Partner Resume
- A cafeteria in the building (indoor and outdoor seating)
- Budget management: Work closely with stakeholders to prepare the operating expense budget, the capital plan and basic capital budgets
- Ensure compliance with SOX key controls on operating and capital expenses – i.e. up to date control reports and variance explanations and M9 Accident accruals
- In-depth knowledge of software applications including Word, Excel, Powerpoint, MS Project, Essbase
- Access, maintain and support various reporting systems to provide timely decision support
- Understand, analyze, and decipher key metrics for the growing Cloud Business
- Comfortable with analyzing large quantities of data
4
Experience For Associate Partner Financial Transformation Resume
- Prepare monthly, quarterly and annual closing journal entries
- Review financial transactions and research to ensure proper accounting treatment in books
- Assist developing financial policies and procedures
- Influence decisions that improve performance by partnering with the business
- Plant trials review, control and accounting assurance
- Develop, in conjunction with the Area, the regional budget schedule and cascade to regional supply chain departments involved (including Logistics)
- Perform Finance Business Partner activities, including ad-hoc cost trend analysis, inflation comparatives, savings trends, etc
5
Experience For Industry Partner Marketing for Financial Services Resume
- Perform region inventory analysis and reporting
- Gate keeper of Solution Integrity – ensuring solution is WW across TS businesses
- Review and cascade top-down targets to the regional Supply Chain departments (including logistics)
- Bus service (including the DASH (free) shuttle
- Visual/graphic data modeling
6
Experience For Client Partner Banking & Financial Services Resume
- Monitor key performance metrics and their potential impact on expense trends
- On an ongoing basis, work closely with key budget stakeholders to manage costs, drive accountability, promote sound fiscal management and develop corrective actions where required
- Work collaboratively with other Financial partners personnel in a functional team environment
- Provides management with timely financial data and information to support business decisions
- Design, report and measure business performance (KPI’s) and their potential impact on expense trends
- Monitor workforce headcounts and compare it versus the workforce plan. Help to develop strategies to achieve productivity improvements
- Provide accurate budget/forecast including year-end outlook (YEO) based on actual results and spending trends, and drive cost improvements with support from senior management to address areas of concerns
7
Experience For IT Business Partner for Financial Services Resume
- Good knowledge of railway operations or equivalent
- Develop appropriate control processes and monitor compliance (overtime, adherence to policies, etc.)
- Knowledge of Sarbanes-Oxley would be considered an asset
- Written and verbal knowledge of both official languages is required
- Performance management for operations across the SATCOM group and sites
8
Experience For Business Partner / Financial Analyst x Resume
- Routinely reports project status to Senior Management
- Assist in the development of Budget and quarterly Sales Forecast of assigned EMEA Regions
- Participate in the development and implementation of automation and process improvements
- Frequent correspondence and guidance to and from the India GFIC team, EMEA Credit & Collections and GIC
- Participate in general and ad hoc work assignments as requested by management
- Be result oriented and have positive and can-do attitude
9
Experience For Partner, Financial Services Vertical Resume
- Able to multi-task and complete projects timely and accurately under tight time constraints
- Able to work well with different regions and management levels in fast paced and dynamic environment
- Able to articulate and follow up on issues and provide recommendations/solutions via verbal or written communication
- Implement and maintain customer credit environment
- Responsible for accounts receivable process and customer collections
- Participate in monthly and annual cash forecast process
10
Experience For Partner, Financial Services Resume
- Prepare variance analysis and communicate conclusions to management
- Analyze differences between forecasted, budgeted and actual results
- Work with management to ensure that supporting, documentation with adequate explanation is provided to internal and external auditors in a timely manner to support their audits
- Responsible for following, supporting, and enforcing all internal control processes and procedures
- Influence decisions that improve performance by partnering with the business and challenging systematically and productively business assumptions and decisions
- Maintain, support and actively participate in internal control requirements as well as ensuring compliance with policies and U.S. and International GAAP
- Coordination of controlling across countries
List of Typical Skills For a Financial Partner Resume
1
Skills For Financial Business Partner Resume
- Strong background in providing group and individual training to a various employee populations
- Demonstrates integrity and ethics in day-to-day tasks and decision making
- Experience of working in an IT environment would be beneficial
- Proven competencies in communication, financial analysis and working across functions with different levels of management to drive results
- Experience with Semiconductor Equipment or Components Manufacturing is desired but not required
- Three (3) years of experience in performing complex project research and analysis required
2
Skills For Client Partner, Banking & Financial Services Resume
- Good in cost accounting and variance analysis
- Prepare comprehensive reports and prepare and conduct effective presentations
- A strong, well rounded commercial finance person
- Highly technical and analytical IT experience
- Proficient in Microsoft Office including Excel. Knowledge of research techniques sufficient to collect and interpret detailed financial data
- Maintains a focus on self-development and seeks out continuous feedback and learning opportunities
3
Skills For Financial Analyst FP&A Business Partner Resume
- Confident presenting to senior stakeholders
- In-depth knowledge of software applications including Excel, Access, Work, Essbase, PowerPoint, BW and SQL Server
- Technical knowledge of computer applications including MS Office
- A salary ranging from 57K to 75K per annum based on a 36-hour workweek
- Knowledge of descriptive statistics to analyze statistical data and prepare estimates
- Knowledge of legal and fiscal requirements and regulations (i.e., GAAP)
- Interpret and analyze complex financial data
4
Skills For Associate Partner Financial Transformation Resume
- Organize, coordinate and monitor project work
- Exhibits integrity in all actions and communications
- Lead others in a team environment and work well individually
- Adheres to Dignity Health's core values of dignity, collaboration, justice stewardship and excellence
- Team Member Satisfaction, and
- Solid experience of financial reporting, with a track record of innovating and evolving reports to maximise impact and clarity of information for users of the reports
5
Skills For Industry Partner Marketing for Financial Services Resume
- JDE / Insights skills beneficial
- Previous experience in a role of Finance Business Partner, Finance Controller, Finance Manager or similar
- Qualified accountant, with significant post-qualification experience
- Self-starter: able to maintain financial cycle deliverables, identify change and drive items to closure with minimal management oversight
- We are looking for an ambitious person, with a proven strong professional and educational background, who naturally takes ownership and who is capable of driving improvements without being afraid of challenging existing processes and procedures
- Financial Analysis experience, preferably in FP&A, Supply Chain or business control
- Consolidate and review regional Co-Man / Co-Pack activities
- Team player, passion, attention to detail & result oriented
- Guide other team members, high integrity and timeliness
6
Skills For Client Partner Banking & Financial Services Resume
- The opportunity to pro-actively work on your vitality and fitness
- A personal development budget of EUR 1.000 per year
- An annual public transportation pass for unlimited use within the Netherlands
- Understand and manage with GBS BU / Region’s Balance Sheet status
- Review and manage regional commercial variations (e.g. obsoletes, volume and mix analysis, fixed expenses absorption, promotions valuations, Pringles and non-Pringles imports, etc.)
- Work in a fast paced environment with often competing priorities
- Consolidate region’s ZBB information and document actions to mitigate impacts
- Finance Experience or similar; at least 5 years in similar finance positions
- Commercial finance/decision support experience, preferably within an FMCG environment
7
Skills For IT Business Partner for Financial Services Resume
- Excellent written and verbal communication, both in Spanish and English
- Challenging work environment balancing interaction with busy schedules of operations managers against an adherence to multiple deadlines each month
- Lead and drive Display operating expense budgets by partnering with senior management in business, engineering and operations departments
- Consider the position could be closed before the expiring date. Do not miss this opportunity to continue growing your career with us, go ahead and apply now
- Oversee M&A analysis (operating model), coordinating analysis with FP&A team
- Drive project / waterfall analyses and partner with operations & Center of Excellence spending analyst team to drive actual spending to targeted levels
8
Skills For Business Partner / Financial Analyst x Resume
- Prepare region’s QoE reports, incorporating commercial variations, logistics and Co-Man / Co-Pack results
- Provide financial leadership for new and existing initiatives
- Lead the divisional capital process, allocation of expenditures and track actual vs. plan spending
- Works closely with stakeholders to prepare operating and capital budgets or capital business cases (AFE’s)
- Prepare logistics and co-man / co-pack information for period-end and budget review meetings with the area
- Bilingual: Fluent English, Portuguese desired
- Proficient in Company Tools / Applications Excel, SAP, COGNOS, BPC, etc
- Bilingual:English and Spanish fluent or native; Portuguese desired
- Identify opportunities to increase profitability through cost reduction and revenue growth
9
Skills For Partner, Financial Services Vertical Resume
- Perform financial and operational due diligence on potential acquisitions and partnerships
- Advise divisional leads, their staff, and senior financial staff to assist with contingency planning and develop alternative solutions to eliminate unfavorable financial variances
- Review and report on progress against established objectives and budget variances in monthly results meetings
- Direct/prepare ad hoc financial analysis as required such as potential savings from operational efficiency opportunities
- Direct profitability analysis of acquisitions and other investments. Report variances to initial projections and recommend actions to address any shortfalls
- Other activities as directed by divisional leads, department heads, Vice President of Finance and the CFO
10
Skills For Partner, Financial Services Resume
- Stay abreast of industry developments and competitive landscape to identify opportunities
- Partner within finance to drive and implement best practices for financial tools and processes for financial cycles and analytical tools
- Ensure data accuracy and help management team develop and tell the story of the business unit using that information (forecasting/budgeting, financial close, balance sheet integrity)
- Interpret internal/external business challenges and recommends best practices to improve products, processes or services
- Prepares detailed models for executive consumption and develops presentation of results
- Monitor and control expenses – daily monitoring of expenses, prepares and distributes monthly reports on expenses, analyzes monthly/quarterly results, drills down on variances to budget and last year’s, explains the variances to budget owners and the corporation and established courses of actions through discussions with senior management
List of Typical Responsibilities For a Financial Partner Resume
1
Responsibilities For Financial Business Partner Resume
- Consolidate and review region’s bottom-up P&L and identify deviations against targets as well as actions to mitigate impacts
- Driving and owning monthly analysis and insights by facilitating the monthly closing process, ensuring the accurate and timely close of brand building spend
- Identify problems or concerns and work with management or others as necessary to improve or resolve as needed
- High level of familiarity with U.S. and international GAAP
- With an assigned network of schools or a central office department
- Provide financial and strategic leadership in the development and execution of the regional long-range plan. Coordinate the development and presentation of the long-range plan with regional leadership to the global executive team
- Coordinate the development and presentation of the annual operating budget for the Nordic region. This responsibility entails working with the global financial team and the regional leadership team to establish timelines, budget objectives and presentation formats and then to coordinate the development of budgets with each market in the region
2
Responsibilities For Client Partner, Banking & Financial Services Resume
- Support the Nordic Market Leader in identifying regional market expansion opportunities and in developing financial evaluations for the opportunities identified. Work with regional management to develop business plans for these expansion opportunities
- Challenge business assumptions and decisions systematically and productively
- Provide financial and strategic leadership in the development and execution of the regional long range plan
- Coordinate the development and presentation of the annual operating budget for the Germanic region. This responsibility entails working with the global financial team and the regional leadership team to establish timelines, budget objectives and presentation formats and then to coordinate the development of budgets with each market in the region
- Provide monthly analysis of results throughout the region to the regional Market Leader and to global leadership. Provide direction on steps to be taken to execute the operating plan and to deliver the agreed financial results
3
Responsibilities For Financial Analyst FP&A Business Partner Resume
- Maintain constant oversight of financial operations in each regional market. Work with local leaders and their teams to ensure adherence of company policies while meeting company objectives
- Support the Germanic Market Leader in identifying regional market expansion opportunities and in developing financial evaluations for the opportunities identified. Work with regional management to develop business plans for these expansion opportunities
- Early warning report on sales and margin
- Perform Finance Business Partnering activities for the plant, including scenario analysis, opportunity areas identification and validation, accounting guidelines, etc
- Validate standard costs release
4
Responsibilities For Associate Partner Financial Transformation Resume
- Prepare and validate plant’s P&L, including savings transferred, approved OTC / OTB, obsolete estimates, full capacity impacts, income and cost curves, etc
- Prepare plant’s deck for period end and budget / outlook reviews
- Perform commercial cost budget activities, variations bridge, logistics cost variations analysis, savings analysis, etc
- Review and manage regional commercial variations
- Providing the category leadership with financial reporting, analysis and insights to ensure good decision making and continuous improvements in investment return
- Assure IT solutions deployed in the business remain compliant and are continuously improved to drive better business results
- Analyze and recommend Financial solutions on all business areas
5
Responsibilities For Industry Partner Marketing for Financial Services Resume
- Design, integrations between domain area and other applications / systems
- Evaluate local commercial innovation initiatives
- Perform commercial cost budget activities, including imported, Co-Man & Co-Pack standard cost setup, YoY variations bridge, logistics cost variations analysis, savings analysis, etc
- A solid pension plan
- Nearby is the Chehalis bike trail and on premise bike lockers and shower rooms
6
Responsibilities For Client Partner Banking & Financial Services Resume
- Flex schedules and compressed work weeks
- And we LOVE babies! (we have an Infants in the Workplace program)
- MANY opportunities to promote within the agency
- Experience comparing and analyzing financial data, identifying issues or challenges, and trends; using critical thinking to provide important feedback and status reports; and problem solving to offer well thought out options for resolution and next steps
- Vanpool (commuting) opportunities
- Monitor and control expenses – daily monitoring of expenses (opex and capex), prepare and distribute monthly reports on expenses, analyze monthly/quarterly results, drill down on variances to budget and last year’s, explain the variances to budget owners and the corporation and establish courses of action through discussions with senior management
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