Planning Analysis Manager Resume Sample
Camila Kling
323 Kreiger Squares,
Dallas,
TX
+1 (555) 912 1987
Work Experience
Financial Planning & Analysis Manager
01/2018
-
PRESENT
Chicago, IL
- Recruits, develops, and coaches analysts to ensure team develops key capabilities and competencies
- Annual planning process – Responsible to prepare the annual operating plan for the department in partnership with department leadership and corporate finance. When new investments are requested by the team, work closely with them to develop a business case/ROI that supports the investments requested
- Annual strategic (long-range) plan process– Assist the team in the formulation of its overall strategic direction and coordinate the annual strategic plan process. When new investments are requested by the team, work closely with the teams to develop a business case/ROI that supports the investments requested
- Executive presentations and other reporting as requested – Support business partners with quarterly or annual report outs on their operational & financial results as well as other ad hoc requests that arise
- Other Ad hoc analysis in support of corporate finance initiatives or consolidated views
- Responsible for financial reporting and variance analysis, interpreting and communicating results to senior BTD leadership team and to the company’s parent senior leadership team
- Responsible for the preparation of the company’s annual budget and quarterly forecasts, including coordinating the budget and forecast process, developing budget schedules and compiling budget information provided by department managers
- Animate CBU financial performance cycle through GPS (or similar) process, and monitor risks and opportunities
Planning & Analysis Manager
04/2013
-
08/2017
Los Angeles, CA
- Ensure completeness, accuracy and timely delivery of CBU business reporting
- Follow up overheads and other income and expenses, and contribute to closing under Financial Business Service supervision
- Coordinate update of local Business Intelligence tools
- Ensure compliance of accounting and internal control rules
- Realize adequate financial analysis to Management team, Line management, Danone regional and global teams
- Train, develop and motivate the subordinate to improve his/her efficiency and professionalism
- Make detailed presentations of financial analysis, including on projects and a variety of business problems to executive management
- Analyze and interpret data and make recommendations
- Acts as a primary contact to Cargill corporate accounting and internal/external auditors in the completion of statutory audits
Senior Financial Planning & Analysis Manager
03/2010
-
02/2013
Phoenix, AZ
- Partners with regional accounting peers and cross-functional managers/supervisors to determine key financial information to include in the financial reporting package
- Act as the team lead at Boyolali plant location by being the main finance contact with plant manager, supply chain, sales and other functions
- Monitoring business performance responsibilities include updates to monthly and quarterly expense projections with external project spend & forecast reviews with project management team and department spend review with VP/department leads
- Monitor business performance, providing reporting on KPIs versus forecast, including detailed explanations to all variances and the creation of action plans and recommendations for improvement vs. goals
- High standards for work quality, attention to detail and accuracy
- Excellent project management skills, with the ability to drive multiple projects simultaneously
- Communicate with all levels of team members and direct work of others
Education
Dixie State University
2006 - 2010
Bachelor's Degree in Accounting
Professional Skills
- Excellent programming and modeling skills in Excel; also excellent presentation skills using PowerPoint and Word required
- Strong computer skills including ERP/Accounting systems and strong Excel skills
- Strong analytical skills as well as critical thinking skills to identify and share business implications of financial results
- Demonstrated analytical abilities with strong decision making and problem solving skills
- Significant experience managing people, with strong, professional communication and writing skills
- Strong analytical aptitude and problem solving skills with a proven track record of driving results
- Strong planning and organizational skills to work in a fast-paced environment and manage multiple priorities
How to write Planning Analysis Manager Resume
Planning Analysis Manager role is responsible for analytical, excel, interpersonal, business, financial, advanced, analysis, microsoft, modeling, powerpoint.
To write great resume for planning analysis manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Planning Analysis Manager Resume
The section contact information is important in your planning analysis manager 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 Planning Analysis Manager Resume
The section work experience is an essential part of your planning analysis manager 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 planning analysis manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular planning analysis manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Planning Analysis Manager resume experience can include:
- Strong proven leadership skills particularly, in terms of developing talent, setting direction and managing the performance of a small team
- Have advanced Excel skills including Macros, Access and Modelling skills
- Excellent skills in Microsoft Excel are critical, previous experience using SAP and GSI Maximo would be an advantage
- Effective team building, mentoring, coaching and team development skills
- Proven experience including problem-solving, research and analysis including strong analytical and quantitative statistical abilities
- Proven financial expertise, with a strong commercial base and solid understanding of financial accounting principles and best practice
Education on a Planning Analysis Manager Resume
Make sure to make education a priority on your planning analysis manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your planning analysis manager 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 Planning Analysis Manager Resume
When listing skills on your planning analysis manager 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 planning analysis manager skills:
- Strong FP&R planning and reporting skills
- Excellent problem solving skills with ability to identify existing or potential problems and recommend solutions
- Excellent communication and influencing skills; work globally across the organization with key stakeholders including senior management
- Strong IT skills (including Microsoft Office, including Power Point, HFM, and Oracle) are also necessary
- Demonstrated ability to both work effectively in and lead a group of peers
- Good organizational skills - structured approach
List of Typical Experience For a Planning Analysis Manager Resume
1
Experience For Financial Planning & Analysis Manager Resume
- Superior Excel skills, including strong modelling skills and an ability to work with a variety of software functions and data sources
- An independently driven individual with a strong desire to progress their career by proactively building experience and skills
- Strong written and verbal communication skills with demonstrated ability to interact with people at various levels of the organization
- Superb communication skills / ability to effectively interact directly with both senior leaders and front-line employees
- Communication and interpersonal skills to interact effectively with internal and external customers and various levels of management
- Outstanding analytical skills and a proven ability to connect data analysis with business issues and decisions
- Experience with, or strong understanding of, hard goods businesses (supply chain/manufacturing)
2
Experience For Planning & Analysis Manager Resume
- Excellent interpersonal skills and the ability to build productive cross functional relationships
- Very good communication skills and able to work with the C suite
- Good interpersonal and communication skills, self-motivated and able to work under pressure
- Detailed oriented, strong organizational and time management skills
- Strong verbal & written presentation skills
- Strong interpersonal and cross-functional project management skills required
3
Experience For Business Planning & Analysis Manager Resume
- Work independently and as a team member with excellent interpersonal skills – tact and diplomacy
- Flexible with good time management skills
- Strong analytical skills to prepare financial reports and reconciliations, analyze complex sets of data, develop action plans and solve problems
- Leadership skills necessary to direct staff, prioritize resources, set deadlines and monitor progress
- Excellent communication skills with the ability to simplify and explain complex problems to stakeholders of all levels across multiple functions
- Previous analytic skills and experience
4
Experience For Senior Financial Planning & Analysis Manager Resume
- Demonstrated internal customer service skills
- Strong technical skills and ability to query and analyze data
- Strong communication skills (written/oral/presentations)
- Strong communication, challenging and presentation skills
- Excellent communication skills with the ability to communicate at all levels across a global and diverse workforce
- Support Senior Management in driving the business planning process for the Region,to set metrics/targets to effectively run the business
- Work with cross functional teams & high level of interpersonal skills
- Extensive Excel modeling & data analysis skills
- The organizational skills necessary to manage detailed, multiple projects and meet established deadlines
5
Experience For Senior Merchandise Planning & Analysis Manager Resume
- The written and verbal communication skills necessary to convey information in a clear, concise manner
- Experience in working with large data sets & Oracle and SAP experience ideal
- Extensive analytical and problem-solving skills, with the ability to manage multiple projects and resources
- Experience with financial reporting, income statement forecasting and analysis, revenue forecasting, COGS forecasting, personnel expense forecasting, etc
- Strong familiarity with core financial planning and analysis processes including budgeting, forecasting and financial control process design
6
Experience For Financial Planning Analysis Manager Resume
- Analyzes marketing programs and events in order to determine the effectiveness of marketing efforts as measured by revenue generated compared to operating cost
- Have experience in creating and modifying financial models for reforecasting and sensitivity analysis
- Experience with project reporting and operational accounting and reporting is critical
- Qualified accountant (ACA, ACCA, CIMA) with experience working with and partnering and presenting to senior stakeholders
- Professional experience in financial modelling, planning & analysis of cash flows, income statements and balance sheets
- Experience in capital planning and legal entity planning, US GAAP, and some European statutory regimes
- Strong technical accounting background (preferably in a manufacturing environment)
- Gross margin and inventory experience preferably in a merchandising/retail setting
7
Experience For Group Financial Planning & Analysis Manager Resume
- Previous experience with Budgeting and Forecasting
- Experience in Accounting and/or Financial reporting
- Demonstrates understanding of people management with specific emphasis on motivation and team building
- Relationship Building - needs to be able to build effective working relationships with a broad range of people across the organization
- Experience in a large organization serving in a finance or accounting role required
8
Experience For Channel Sales Planning & Analysis Manager Resume
- Accounting or financial planning experience
- Significant managerial experience involving coordination of financial planning processes such as strategic plan, budgets, and forecasts
- Five to eight years of experience in a financial planning and reporting environment
- Strong at working within agreed constructs and holding others to account
- Experience in working with large data sets (preferably knowledge of one or more of the following: Qlik, Tableau, PowerBI)
9
Experience For Global Financial Planning & Analysis Manager Resume
- Experience developing dynamic financial and operational models
- Work closely with finance teams across the segment to prepare and report a consolidated view of spending across the HCS back office functions
- Establish relationships with individuals across the division to define practices and strategies to drive productivity and maintain cost effectiveness
- Work with SIOP team, Commercial Finance and Business Unit Finance team to drive effective SIOP process, improve Inventory Management and reduce E&O charges
- Entrepreneurial and able to demonstrate commercial acumen
- Manage list planning/strategy and campaign reporting functions to increase marketing effectiveness and ROI
- Develop excellent working relationship, as financial partner, with: Sales, Marketing, and Operations
- Develop excellent working relationship, as financial partner, with: Sales, Marketing, Operations, and others as deemed appropriate
- Experience advising senior leadership on financial strategies
10
Experience For Financial Planning & Analysis Manager, FCC Resume
- Experience managing the connection between Finance, Property, and Corporate groups
- Knowledge and understanding of financial and business management principles with the ability to communicate and prioritise business requirements
- Complete Month End Close routines for HAC (consolidation of multiple, multicurrency entities)
- Recommend alternatives for more cost effective methods to meet the same objectives
- Demonstrated ability to manage multi-functional teams
- Or equivalent experience, focused on commercial sales support
- Experience in financial analysis, financial modeling, sales forecasting and management reporting
- Work closely with accounting teams and other business partners during the Month-End Close process. Research and validate accuracy of month end financials
- Management accounting experience
List of Typical Skills For a Planning Analysis Manager Resume
1
Skills For Financial Planning & Analysis Manager Resume
- Excellent oral and written communication skills to work effectively in a team environment within and outside of the Accounting Department
- 1) Strong leadership skills with experience managing diverse team members
- Good presentation, organizational and prioritization skills
- Strong PowerPoint skills and proven ability to convey complex concepts clearly and concisely
- Excellent analytical skills (problem structuring and problem solving), able to handle complex analysis
- Strong strategic thinking, analytical and planning skills
2
Skills For Planning & Analysis Manager Resume
- Experience and demonstrated capability in financial analysis, production of commentaries and experience in supporting senior operational management
- Strong planning and organisation skills, able to meet deadlines under pressure
- Interact with all functions of the business and communicate at all levels; excellent influencing skills
- Strong analytical skills coupled with sound decision making abilities
- Strong organizational and planning skills. Ability to handle pressure at work and meet tight deadlines
- Strong presentation skills, along with the ability to influence across the Business including senior Management
3
Skills For Business Planning & Analysis Manager Resume
- Prior skills in developing external resources (IRI, Nielsen, analytic vendors, etc.)
- Exceptionally strong in MS Excel with advanced modelling skills and sound knowledge of other MS programmes
- Strong problem-solving skills with a solution oriented approach toward business issues
- Strong IT skills (including Microsoft Office, HFM, and Oracle) are also necessary
- Relevant business experience with a strong emphasis on analytics, demonstrated business and financial acumen
- Strong communication skills in order to present financial results to management
- Microsoft Office proficiency – strong excel skills
- Excellent interpersonal skills and ability to communicate to a range of audiences, from operations personal to the executive leadership team
- Excellent verbal, written, and interpersonal communications skills are required
4
Skills For Senior Financial Planning & Analysis Manager Resume
- Strong analytical skills, able to take complex ideas and summarise into consice insights and recommendations
- Excellent written & verbal communication skills with all levels of the business
- Strong upward management skills and ability to report to a senior level in a global multinational business
- Outstanding financial skills with financial modeling and data visualization expertise
- Modelling and analytical skills - ability to build accurate models that allow us to make informed business decisions
5
Skills For Senior Merchandise Planning & Analysis Manager Resume
- Advanced Excel Skills and comfortable building financial models, manipulating data and identifying trends and extrapolating results
- Proven experience in financial budgeting, forecasting and reporting
- A solid background accounting knowledge, through training and/or experience
- Prior experience in cost accounting or manufacturing finance
- Oversee local Accounting resources and ensure processes and procedures are running effectively and efficiently
6
Skills For Financial Planning Analysis Manager Resume
- Strong experience in P&L management, budgeting, and forecasting
- Strong team-building and networking skill
- Excellent ability in reviewing financial information with a critical eye and strong attention to detail, identifying data anomalies, trends or deviations
- Prior health insurance industry experience working in Finance/Accounting
- Strong knowledge of finance and accounting principles and experience working with income statements, balance sheets and cash flow statements
- PC skills including working knowledge of: Hyperion, SAP, and advanced excel functions
7
Skills For Group Financial Planning & Analysis Manager Resume
- Highly developed spreadsheet, database management and web reporting skills
- Advanced skills using Excel, Access and PowerPoint
- Has outstanding oral and written communication and presentation skills
- Demonstrated experience managing credit department in a distribution company with national retail accounts
- Superior communications and business partnering skills
- Proven result-oriented ability to work under pressure against tight and changing dead-lines and prioritize work or multiple tasks and deliver
- A qualified accountant with a solid proven background in financial planning and analysis
8
Skills For Channel Sales Planning & Analysis Manager Resume
- Proven ability to work under pressure against tight and changing dead-lines and prioritize work and deliver
- Self-starter with the ability to juggle multiple tasks and reprioritize with ease. Track record of good decisions when facing new and unfamiliar challenges
- Excel skills are required. Working knowledge of other Microsoft Office Products
- Advanced Excel modelling and PowerPoint skills
- Proven ability to develop effective working relationships across functions and with senior management
- Proven strong track record in a fast growing sales environment
- Advanced Excel, database and PowerPoint skills required
- High communication and leadership skills and presence to work with senior leaders
9
Skills For Global Financial Planning & Analysis Manager Resume
- Communicate effectively with a wide range of customers and team members
- Prior Leadership and Managerial experience
- Manufacturing or Pharmaceutical Industry experience required
- Willing to learn more than taught, does not wait to be told. Has strong initiative
- Building credibility within the business acting as a strong role model for the values of the company and business unit
- Experience in Budgeting, Forecasting, Operations, Modeling and Reporting
- Provide the business with relevant financial support to enable effective planning while applying moderate budgeting and forecasting techniques
- Experience in designing, evaluating, documenting and communicating variable compensation plans
10
Skills For Financial Planning & Analysis Manager, FCC Resume
- Deep working knowledge of/experience with key financial tools such as NPV, ROIC, cash flow, activity based costing, accounting fundamentals, etc
- Significant experience with at least one of the following financial planning and management reporting systems: Hyperion, Cognos, Adaptive Insights, Lawson
- Experience performing financial modeling and analysis, forecasting, preferably for a related information provider company
- Experience managing budgeting and financial statement forecasting processes is highly desirable
- Experience in finance, accounting, forecasting/budgeting, or other related field
List of Typical Responsibilities For a Planning Analysis Manager Resume
1
Responsibilities For Financial Planning & Analysis Manager Resume
- Proven experience delivering high quality business partnering, and strong approach to dealing with high levels of ambiguity and considerable change
- Outstanding analytical skills; mastery of excel modeling / data analysis
- Strong experience developing documents for Board of Directors and Senior Management
- Proven experience with leadership and development of professional teams
- Skill in examining and re-engineering operations and procedures, formulating, developing and implementing new approaches and processes
- Experience with financial reporting, income statement forecasting and analysis, revenue forecasting, unit sales forecasting, internet subscription models, etc
2
Responsibilities For Planning & Analysis Manager Resume
- Manage the daily/monthly reporting system of financial information, provide reports to senior management enabling effective financial decision making
- Preparation of monthly reporting packages and consolidated marketing presentations to assist with reporting for our CMO
- Strong exposure to financial control; budgeting, forecasting and management reporting
- Business or financial operations experience in a manufacturing / marketing or service company required
- Experience of working in well-established global multinationals with matrix reporting structures
- Relevant financial analysis experience is required, including Balance Sheet, P&L, and Cash forecasting and variance analysis
- Strong excel & modelling capabilities
3
Responsibilities For Business Planning & Analysis Manager Resume
- Strong understanding of ERP systems, preferably Hyperion & Oracle
- Progressive experience in accounting or finance, preferably in a Sales Finance or Commission-related role
- Perform Group consolidation and analysis, insights and narratives for Actuals, Rolling Estimates
- Three years relevant experience in planning
- Experience managing a professional finance staff
4
Responsibilities For Senior Financial Planning & Analysis Manager Resume
- +10 years related working experience from retail or FMCG industries
- Consolidation of the global marketing story through collaboration with key leaders in our US and international offices
- Strong technical aptitude for Market Analysis and Forecasting ideally within the pharma industry
- Support accounting team to ensure proper controls and infrastructure are in place; support strong control and compliance environment
- 5 – 7 years of experience in financial planning and analysis
5
Responsibilities For Senior Merchandise Planning & Analysis Manager Resume
- Quickly understand the culture, establish credibility and build strong working relationships with internal and external stakeholders
- Logical thinking, Meticulous and attentive to details, Communicative and possess strong initiative, Able to work under pressure
- Provide analysis of consolidate financial elements, focusing on project and business unit performance
- Co-operate with insurance broker to establish optimal policy portfolio while considering long-term business road map
- Routinely communicate business unit and company consolidated financial and operational performance trends, historical and forecasted, using appropriate metrics
- Experience Hyperion Essbase programming language; knowledge of the infrastructure of data marts with interactions of attributes; knowledge of PeopleSoft
6
Responsibilities For Financial Planning Analysis Manager Resume
- Experience in Project Accounting and Rates Analysis is required
- Consolidations reporting throughout domestic and international subsidiaries
- Provide metrics and KPI’s that improve the key drivers of operations and enable effective management, decision-making and execution
- Assure that segmentation, targeting and prioritization of customer base is up-to-date with latest Sales and Market data
- Develop and analyze budget/forecast/prior year comparison reporting
- Strong aptitude for numbers and quick grasp of new reporting applications
- Previous experience in a similar role, working as a business partner and providing strategic and operational support to management
7
Responsibilities For Group Financial Planning & Analysis Manager Resume
- Strong commercial awareness and business savvy
- Establish effective relationships across many levels
- Strong focus on detail and integrity of financial analysis presented
- Experience in FP&A or operations finance
- Proven ability to indirectly influence others
- Analyzes marketing programs in order to determine the effectiveness of marketing efforts as measured by revenue generated compared to operating cost
- Strong understanding of statistics, budgets, forecasts, and financial statements
8
Responsibilities For Channel Sales Planning & Analysis Manager Resume
- Strong numerical or statistical aptitude
- Three or more (3+) years of applicable analytical experience required
- One or more (1+) year supervisory experience required
- Cross cultural/international experience and a willingness/openness to international mobility
- Financial and insurance experience
9
Responsibilities For Global Financial Planning & Analysis Manager Resume
- Team focused attitude with strong ability to drive results through multiple teams
- Perform monthly analysis and report of consolidated financial results
- Experience in the Pharma industry
- Prepare and prioritize ad-hoc analysis requests and projects
- Share best practices, good ideas, and mistakes freely to establish trust, transparency and teamwork
- Develop strong professional relationships within the Edelman network
- Assist in the consolidation and analysis of the annual budget and forecasts
- Assist VP – Finance with M&A, integration, consolidation topics as they arise
10
Responsibilities For Financial Planning & Analysis Manager, FCC Resume
- At least five years of experience in a similar role required
- A demonstrated ability to analyze financial trends and communicate results to management required
- Manage the Quarterly Business Review to drive the effectiveness of the POP strategy & execution
- Commercial experience of channel & category sales development and preferably Sales
- Extensive US GAAP experience
- Proven ability to influence others at all levels and across functional responsibilities
Related to Planning Analysis Manager Resume Samples
Finance Planning Analysis Resume Sample
Work Experience
• 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 c...
Professional Skills
• Strong interpersonal and communication ski...
• Strong communication skills with the abili...
• Thrive under pressure and meet tight deadl...
Operations Planning Manager Resume Sample
Work Experience
• Helps set strategic direction for retail execution to support specific Retailers and Geographies
• Develops process and Annual Retail Plan that delivers brand expectations in store
• Tracks and adjusts plan with ROM and Customer Business Development team to meet execution obj...
Professional Skills
• Strong quantitative and problem-solving sk...
• Demonstrated strong interpersonal skills, ...
• Have strong organizational, prioritization...
Planning Analytics Manager Resume Sample
Work Experience
• The lead within the department to Finance on gating and breakdowns for the annual US Plan, BU’s, and LE’s
• A strong FedEx brand consistently ranked among the world’s most admired and trusted employers
• Providing analysis for financial impacts to forecast and actual results ...
Recovery Resolution Planning Resume Sample
Work Experience
• Ensure overall compliance with RRP regulatory requirements
• Create and maintain recovery and resolution planning deliverables and fulfill additional data requests from regulators
• Monitor and track measures for improvement
• Manage recovery and resolu...
Professional Skills
• Strong written and verbal communication sk...
• Previous experience in developing and writ...
• Familiarity with accounting and balance sh...
Financial Analysis Planning Resume Sample
Work Experience
• Financial management, financial assistant, and/or financial analyst experience
• Position is responsible for preparing information to be reported to Service Functions and Area Executive management
• Computer proficiency; be proficient or trainable in complex aspects of financ...
Professional Skills
• Experience with Microsoft Office Suite wit...
• Experience in finance in a government cont...
• Strong working knowledge of Microsoft Offi...
Financial Analyst, Planning Resume Sample
Work Experience
• Participate in developing iterations of each calendar month and is responsible for calculating daily sales projections based on changes to event offers/cadence/duration/days and holiday shifts while recording assumptions/notes for each day
• Determine optimal offers of events – mix and level of dis...
Professional Skills
• Financial or accounting experience and dem...
• Prior experience working with budgeting, p...
• Experience in financial planning and analy...