Corporate Financial Planning & Analysis Resume Samples

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C Hamill

Carole

Hamill

78411 Boyd Fields

Phoenix

+1 (555) 611 5619

78411 Boyd Fields

Phoenix

Phone

p +1 (555) 611 5619

Experience Experience

Houston, TX

Corporate Financial Planning & Analysis

Houston, TX

Predovic Inc

Houston, TX

Corporate Financial Planning & Analysis

Compile financial results against financial plans and forecasts
Analyze sales performance, gross margin performance as well as cost trends
Prepare management and board presentations
Complete capital expenditure analysis
Oversee quarterly forecast process as well as annual budget preparation
Prepare, collect and review complex financial data
Complete variance analysis

Detroit, MI

Corporate Financial Planning & Analysis Professional

Detroit, MI

Lindgren and Sons

Detroit, MI

Corporate Financial Planning & Analysis Professional

Execute on day-to-day activities, including completion of Firm-wide financial forecasts for annual budget and Comprehensive Capital Analysis and Review (CCAR) process
Assist in developing value-add analytics for the strategic management decision-making process
Implement annual enhancements of critical financial forecasting policies and procedures, specifically on existing and emerging components of the Pre-Provision Net Revenue (PPNR) and balance sheet forecasting processes for CCAR regulation
Coordinate and project manage capital planning activities, including completion of Firm-wide financial forecasts for annual budget and Comprehensive Capital Analysis and Review (CCAR) process
Assist in developing value-add analytics for the strategic management decision-making process. Prepare in-depth financial reporting and presentations for senior management
Implement enhancements of critical financial forecasting policies and procedures, specifically on existing and emerging components of the Pre-Provision Net Revenue (PPNR) and Balance Sheet forecasting processes for CCAR
Execute on day-to-day activities, including completion the Firm’s financial forecasts, annual budget, and Comprehensive Capital Analysis and Review (CCAR) process

present

Philadelphia, PA

Corporate Financial Planning & Analysis Manager

Philadelphia, PA

Hyatt, Heller and Mueller

present

Philadelphia, PA

Corporate Financial Planning & Analysis Manager

present

Develop and communicate performance against key financial metrics on a monthly basis, leading to recommendations and action plans for future improvement
Work closely with Global Financial Systems team on enhancement of existing planning system
Develop Global Free Cash Flow to support Earnings Guidance
Deploys best practices throughout the global FP&A network, relative to business models, investment returns, and planning efficiencies
Documents the As-Is Business Process
Supports the CFO, Controller and CAO, relative to Corporate Operating Committee (COC), Board of Directors (BOD) and other ad hoc requests
Determines the optimal allocation of our capital, including R&D, Capital Expenditures, Commercialization funding, and other treasury instruments

Education Education

Bachelor’s Degree in Finance

Syracuse University

Bachelor’s Degree in Finance

Skills Skills

Excellent attention to detail and ability to use judgment
Resilient, quick thinker and ability to work in a fast-paced environment and meet critical deadlines
Excellent communication and reasoning skills
Proactive, confident and a self-starter
Desire to continue to learn and motivated to invest in him/herself
Excellence in Excel, Powerpoint and other presentation/analysis applications
Exposure to prior Management Reporting, Performance Reporting and CCAR is an advantage

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11 Corporate Financial Planning & Analysis resume templates

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Corporate Financial Planning & Analysis Professional Resume Examples & Samples

Execute on day-to-day activities, including completion of Firm-wide financial forecasts for annual budget and Comprehensive Capital Analysis and Review (CCAR) process
Budget, plan and analyze the Firm’s financial performance, while partnering with various stakeholders across the organization
Engage in significant interaction and drive strong partnerships with business units to ensure completion of financial forecasts and analysis
Maintain CCAR-related consolidation models, presentations and documentation
Implement annual enhancements of critical financial forecasting policies and procedures, specifically on existing and emerging components of the Pre-Provision Net Revenue (PPNR) and balance sheet forecasting processes for CCAR regulation
Assist in developing value-add analytics for the strategic management decision-making process
Review and implement infrastructure and systems needed to support Corporate FP&A’s strategic objectives
Complete ad-hoc analysis and presentations for Management
Bachelor’s degree in Finance, Economics, Accounting, Math / Statistics or related field, with 1-3 years of relevant experience
Experience with income statement and balance sheet forecasting a plus
Strong analytical and technical skills, including proficiency in Microsoft Excel, PowerPoint and Word
Proven aptitude to execute on special projects and strategic initiatives; effective time management and ability to meet tight deadlines
Solid interpersonal, communication (oral and written) and presentation skills
Exceptional attention to detail and excellent organizational skills

Corporate Financial Planning & Analysis Professional Resume Examples & Samples

Perform in-depth financial analysis, including variance analysis and management dashboards, related to the Firm’s annual budget and forecasts
Implement and enhance infrastructure and financial reporting systems used to support Corporate FP&A’s strategic objectives
Bachelor’s degree in Finance, Economics, Accounting, Math / Statistics or related field, with 2-4 years of relevant experience

Director Corporate Financial Planning & Analysis Resume Examples & Samples

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

Senior Finance Analyst Corporate Financial Planning & Analysis Resume Examples & Samples

5+ years of elated experience in Financial Planning and Analysis
Financial Services background
Previous experience with Budgeting / Forecasting / Planning
Able to multitask efficiently and effecitvely

Senior Corporate Financial Planning & Analysis Analyst Resume Examples & Samples

3+ years of Financial Planning and Analysis experience
Bachelor's Degree in Accounting, Finance, and/or related field
Demonstrated understanding of Finance and Accounting
Working knowledge of Essbase and Hyperion

VP-corporate Financial Planning & Analysis Resume Examples & Samples

Execution of day to day activities, including completion of Firm financial forecasts, annual budget and PPNR forecasts for CCAR
Supervision and management of Corporate FP&A staff
Strong partnership/coordination with Business Units and functional areas, including the review of Business Unit production and overall quality review of FP&A deliverables
Responsible for budgeting, planning and analyzing the Firm’s financial performance including revenue, expenses and balance sheet, partnering with various stakeholders across the organization
Responsible for executing the regulatory reporting requirements at the Firm level for semiannual CCAR reviews, particularly the PPNR forecasting process
Responsible for establishing and maintaining effective relationships with key regulators
Maintenance and annual enhancements of critical financial forecasting policies and procedures
Responsible for active participation in and cooperation with all internal, external and regulatory examinations involving forecasting and applicable CCAR processes
Significant interaction with the business units to ensure completion of financial forecasts, analyses and Board presentations
Review and implementation of infrastructure and systems needed to support Corporate FP&A’s strategic objectives. Drive change to automate and streamline processes
Manage the development and execution of processes and related analytics for all PPNR and Balance Sheet models used for producing the firm’s base and stress forecast projections
Develop and coordinate the production of materials for various regulatory requirements, including all materials related to the PPNR process for the firm’s bi-annual CCAR submission
Manage and interpret existing and emerging regulations and partner with business and Risk functions to ensure compliance with regulatory requirements
Advanced degree, MBA or CPA or equivalent, with 6+ years of senior management experience
Strong analytical and problem solving skills, with proven ability to proactively manage and execute on special projects and strategic initiatives
Ability to define, enhance, and manage complex processes and think both strategically and tactically while driving execution
Exceptional oral communication and writing skills, with ability to quickly synthesize complex information into straightforward language for multiple stakeholders, including the Board, senior management and external regulators
Candidates should have proven leadership, and relationship management experience
Strong analytical and problem solving skills
Proven ability to execute special projects and strategic initiatives; manage time effectively and meet tight deadlines
Effective communication skills
Strong work ethic and drive
Ability and willingness to adapt to new challenges in a dynamic environment with shifting priorities
Excellent interpersonal and communications skills, both written and oral
Ability to effectively communicate key data, including presentations to senior management, regulators and external third parties

Corporate Financial Planning & Analysis Professional Resume Examples & Samples

Lead the budgeting, forecasting, and analysis of the Firm’s financial performance, while partnering with various stakeholders across the organization
Complete ad-hoc analysis and presentations for senior management
Bachelor’s degree in Finance, Economics, Accounting, Math / Statistics or related field, with 2-5 years of relevant experience
Strong interpersonal skills; effective communication (in both writing and presenting)
Technical skills, including proficiency in Microsoft Excel, PowerPoint, and Word. Experience in financial reporting systems preferred
Experience with financial reporting and forecasting (income statement and/or balance sheet) preferred
Should be familiar with CCAR / DFAST and relevant stress test topics

Corporate Financial Planning & Analysis Professional Resume Examples & Samples

Coordinate and project manage capital planning activities, including completion of Firm-wide financial forecasts for annual budget and Comprehensive Capital Analysis and Review (CCAR) process
Project lead the budgeting, forecasting, and analysis of the Firm’s financial performance, while partnering with various stakeholders across the organization
Ability to manage end to end process, inclusive of all stakeholders, business and functional areas to ensure successful and timely delivery of requirements

Corporate Financial Planning & Analysis Manager Resume Examples & Samples

6+ years of Public Accounting and/or Private Industry experience
Solid SEC Reporting and Financial Analysis experience
Management background
Solid analytical and accounting skills
Working knowledge of Hyperion, Essbase, and/or SAP

Corporate Financial Planning & Analysis Professional Resume Examples & Samples

Execute on day-to-day activities, including completion the Firm’s financial forecasts, annual budget, and Comprehensive Capital Analysis and Review (CCAR) process
Maintain CCAR-related consolidation models, presentations, and documentation
Implement enhancements of critical financial forecasting policies and procedures, specifically on existing and emerging components of the Pre-Provision Net Revenue (PPNR) and Balance Sheet forecasting processes for CCAR
Assist in developing value-add analytics for the strategic management decision-making process. Prepare in-depth financial reporting and presentations for senior management
Implement and enhance financial reporting systems used to support Corporate FP&A’s strategic objectives
Strong analytical and technical skills, including proficiency in Microsoft Excel and PowerPoint
Proven ability to execute on special projects and strategic initiatives under tight deadlines
Prior experience with income statement and balance sheet reporting or forecasting

Corporate Financial Planning & Analysis Ccar Professional Resume Examples & Samples

Drive strong partnerships with business units to ensure completion of financial forecasts and relevant analysis
Bachelor’s degree in Finance, Economics, Accounting, Math / Statistics or related field, with 3+ years of relevant experience
Analytical mindset with attention to detail
Effective time management and ability to meet tight deadlines and handle pressure situations

Corporate Financial Planning & Analysis Manager Resume Examples & Samples

Owns the Corporation’s Financial Planning process, both operationally and strategically. Continuously optimizes the process through technology, resource allocation, and other strategies
Determines the optimal allocation of our capital, including R&D, Capital Expenditures, Commercialization funding, and other treasury instruments
Monitors the external landscape, including macro-economy and competitive performance, while integrating into our planning and decision making rhythm. Leverage the external landscape in driving / aligning company decisions
Consults senior leadership on key trends, issues, challenges and opportunities. Identifying and consulting on course-correcting actions necessary to deliver both short term and long term financial objectives
Builds and deploys the Data Analytics strategy for 3M Finance, and determines the appropriate mix of projects and resources. This includes management of the internal team and continuously building and leveraging external partnership with key universities
Deploys best practices throughout the global FP&A network, relative to business models, investment returns, and planning efficiencies
Supports the CFO, Controller and CAO, relative to Corporate Operating Committee (COC), Board of Directors (BOD) and other ad hoc requests
Bachelor's degree or higher from an accredited university
Minimum of five (5) years of combined experience in finance, statistics, and/or economics
Experience with a combination of statistical analysis, predictive analytics, and/or data analytics
Experience leading direct reports and influencing business leadership
Master's degree in Finance, Statistics, and/or Economics
Collaborative, engaging leader, with ability to communicate and influence cross functionally
Personal capacity to deal with competing priorities, and difficult timelines. Ability to highly leverage small, nimble teams
Ability to independently drive large, impactful, initiatives
Strategic and analytical thinker, while continuously integrating external perspectives
Relevant experience using software for data analytics, statistical analysis, or predictive analytics

Corporate Financial Planning & Analysis Resume Examples & Samples

2 years of FP&A experience
MBA is highly preferred
Proficient in Oracle, PeopleSoft, SAP and Excel

AVP, Corporate Financial Planning & Analysis Resume Examples & Samples

Partner with peers and management to implement process and reporting improvements
Serve as operating expense subject matter expert in the implementation of Hyperion Planning Cloud solution to include Workforce Planning and expense allocations through Hyperion Profitability and Cost Management
7+ years of financial services or related industries
Strong analytical and communication skills
Ability to work in a fast paced, high volume, team oriented environment

Corporate Financial Planning & Analysis Manager Resume Examples & Samples

Minimum of 5 years of experience in Accounting or Finance with progressive responsibility
Project Management experience
Hyperion administrative experience a plus
Excellent problem solving and decision making skills
Strong communication skills – Written & oral
Strong computer skills including excel, word, access and PowerPoint
Highly motivated and excellent leadership skills
Ability to manage multiple projects and deadlines
Cost accounting experience
Variance analysis experience
DCF/IRR experience
Financial modeling experience
Hyperion/Oracle reporting experience
USG Answers experience

Manager of Corporate Financial Planning & Analysis Resume Examples & Samples

Provides administrative and technical supervision to multiple direct reports, including Sr. Financial Analysts, Financial Analysts and Trainees. Strategically delegates work assignments based upon capacity, nature of the work and opportunity for development. Reviews work in progress for assignments prepared by direct reports and other assignments based upon materiality and the degree of judgment and estimation. Facilitates issue resolution as necessary. Sets performance expectations, guides development and trains direct reports
Manages preparation of the Company's annual operating plan and weekly earnings forecast process. Coordinates with various partners throughout the organization (FP&A, Accounting, Merchants, etc.) at senior levels to ensure that material variances to our expectations are identified, understood and contemplated in our financial plans. Prepares and communicates materials to senior executives, highlighting material variances, trends, opportunities and risks identified. Conducts scenarios / sensitivity modeling for senior management as necessary. Liaise with Strategic Planning, Treasury, Real Estate, and Accounting teams to ensure alignment of budget / earnings forecast content to long-term planning model and actual financial results are inclusive of trends and variances identified, particularly related to areas of emerging business processes and transactions
Provides monthly reporting to management to assess the overall performance of the business. Supports Investor Relations in preparation for the Company's quarterly and annual external earnings communications, including preparation and communication of ad hoc analyses to provide further insights to management
Thorough knowledge of business processes and systems; Applies knowledge to develop or re-engineer systems and business processes to increase efficiency or support emerging business initiatives or transactions. Leverages knowledge of Company and business processes to assess and contemplates the impact of process improvements to customers / stakeholders
Collaborates with management to assess potential informational / analytical needs of the business and develops reporting and procedures to support operational and functional business activities

VP, Corporate Financial Planning & Analysis Resume Examples & Samples

Manage operating expenses for CIT’s corporate staff departments to include development of models to produce monthly, quarterly and annual budgets and forecasts
Analyze costs and understand business drivers and levers to influence efficiencies. Provide input and recommendations on improving financial performance
Identify and implement best practices ensuring an efficient, cost effective financial planning and analysis team
Lead productivity projects for a wide range of business initiatives including expense management, business / process improvements, strategic and operational planning
Partner with to senior management of corporate staff departments. Prepare executive presentations to facilitate decision-making and management improvements in operational expense structure
Bachelor’s degree in Accounting, Finance or related field required. CPA or MBA preferred
Hyperion Planning/Essbase experience preferred
Strong leadership and collaboration skills
Independent critical thinking with well-developed analytical abilities
Proficiency with Microsoft Office products, particularly Excel and PowerPoint

Corporate Financial Planning & Analysis Resume Examples & Samples

Firm's CFO, Board, Management & Operating Committee
Proactive, confident and a self-starter
Excellent attention to detail and ability to use judgment
Resilient, quick thinker and ability to work in a fast-paced environment and meet critical deadlines
Desire to continue to learn and motivated to invest in him/herself
Exposure to prior Management Reporting, Performance Reporting and CCAR is an advantage

Financial Analyst Corporate Financial Planning & Analysis Resume Examples & Samples

Ease in communicating and partnering with all levels in the organization
Proven attention to detail and an ability to work independently
Strong organizational and time management skills to balance tight and shifting deadlines, while maintaining accuracy
Strong analytical and independent problem solving skills required to evaluate financial results and projections

Corporate Financial Planning & Analysis Manager Resume Examples & Samples

Serve as the Finance Business Partner to the HR, Global IT and Finance departments
Develop an understanding of HR, IT and Finance cost structures and contracts
Responsible for timely submissions of the HR, Global IT and Finance annual operating budget and five year strategic plan; ensure that accurate forecasts are developed and updated on a quarterly basis
Ensure accurate and timely reporting of financial results to the HR, IT and Finance leadership teams, including monthly variance analysis compared to forecast, budget and prior period
Ensure that expenses are timely and accurately accrued for services and goods received but not yet invoiced
Develop and communicate performance against key financial metrics on a monthly basis, leading to recommendations and action plans for future improvement
Prepare the required capital expenditure requests, including the investment analysis required to support major projects
Track and monitor capital expenditures against budget including the implementing the controls associated with proper recording of spending
Calculate performance against key incentive compensation metrics to assist the HR department with reporting on progress against targets. Assist in developing scenarios for future programs
Bachelor’s degree from an accredited four-year college in related area (Accounting, Finance)
5+ years of financial and budgeting experience required
Experience with global companies highly preferred
Experience with a financial consolidation and reporting application like SAP BPC or Hyperion
Strong knowledge of the Microsoft suite of products with advanced skills in Excel expected
MBA is desired
Strong leadership, interpersonal skills and executive presence
Financial planning and control experience in a global setting
Experience in SAP FI (Finance), AP (Accounts Payable), Projects, CAPEX (Capital Expenditures), Fixed Assets Modules

Corporate Financial Planning & Analysis Resume Examples & Samples

Primary responsibility is to lead in the consolidation and analysis of total Medical Devices monthly/quarterly actual packages and LBE packages for the EVP of Medical Devices
Provide effective and meaningful financial decision support to the EVP of Medical Devices and FP&A team, including any ad-hoc analysis requests
Prepare Rolling LBE templates and provide communication of Rolling LBE requirements to Divisions and Corporate groups
Load Rolling LBE submission templates and assist in Total Abbott consolidation and preparation of management review package
Assist in preparation of presentation schedules for monthly Senior Management staff meeting
Function as a liaison between Corporate Financial Planning & Analysis, all Divisions, Corporate Reporting, Treasury and Tax with regard to consolidation issues, analytics and ad-hoc requests
Maintain Essbase database to ensure accuracy as well as leverage the system, along with HFM, for increased efficiency and analytical support
Assemble financial analysis packages for the Executive Suite and Board of Directors

SVP, Corporate Financial Planning & Analysis Resume Examples & Samples

Re-develop the company-wide annual budgeting and quarterly forecasting processes to provide reliable, metric-based, and internally consistent plans which drive resource allocation across functions to deliver our multi-year financial targets and margins
Develop robust weekly, monthly, quarterly financial reporting which provide both insight and analytics for internal teams (corporate and business leaders) and for our private equity owners
Develop and manage internal operational dashboards and monitor KPIs / business drivers for all functions, highlighting trends and analyzing underlying causes of variance, for the executive team
Develop and lead a corporate analytics team which acts as the analytical engine of the company to provide data-driven insights and business decision support across the company
Develop analytical tools and models to help the company prioritize, track and assess the performance of its R&D investments
Serve as the primary financial support for non-customer facing operating expense spend, including product, marketing, and G&A
Prepare presentations for Board of Directors, Lenders, and Executive Team
In partnership with IT and Corporate Controller, develop and execute a roadmap to simplify financial processes and systems which drive transparency and accountability across the business and enable data driven reporting and analysis required to support the company
Execution oriented, get-stuff done leader who builds high performing teams and processes. Demonstrated ability to attract and develop great talent and to lead and manage diverse teams in multiple geographic regions to achieve results. High achievement orientation with ability to lead and motivate others around results. Cultivates a culture of energy and employee engagement
A player-coach who leads through example and is willing and able to dive in when needed and roll up sleeves to attack problems and devise solutions
Demonstrated experience and success leading and building high quality financial planning, pricing, corporate analytics, and financial systems in a private equity owned company, with increasing levels of responsibility
Deep experience and understanding of software business models and key drivers for success. Demonstrated experience guiding transition from license based models to SaaS/Cloud models
Sound business judgement and acumen and operational ability to proactively and effectively guide the company’s planning and resource allocation processes. Strong analytical skills and ability to work with imperfect information to inform data-driven decision-making. Exceptional ability to challenge and support the business, to anticipate issues, and to drive good decision making with fact based analytics
Strong listener and strong communication and presentation skills with the ability to convey complex concepts in a succinct, simple way. Demonstrates ability to quickly establish credibility and capability to effectively build rapport with and partner with executives and sponsors
Exceptional business partner with outstanding ability to collaborate and work cross-functionally and at multiple levels of the organization through influence rather than direct authority
High integrity leader who demonstrates commitment to fairness, driving to the right answers and builds culture of trust
Thrive in a high visibility role in an entrepreneurial environment and ability to work and deliver well within deadlines

Corporate Financial Planning & Analysis Manager Resume Examples & Samples

Lead implementation of new Oracle Planning tool including collaboration with Global Finance teams on planning requirements and developing processes which are aligned with leading practices
Ownership of Strategic Plan, Annual Operating Plan, and Forecasts deliverables
Preparation and ownership of the Executive Leadership Team meeting presentations
Work closely with Global Financial Systems team on enhancement of existing planning system
Develop Global Free Cash Flow to support Earnings Guidance
Mentor junior members on the team to drive timeliness and accuracy of planning deliverables
Bachelor's degree in Accounting or Finance required
8 - 10 years of relevant experience required
Experience in forecasting, budgeting and analysis
Proven expertise in MS Office Suite, including advanced Excel with ability to create models
Experience with large ERP system, JDE experience a plus