Financial Partner Resume Samples

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L Kulas

Laney

Kulas

94998 Tianna Tunnel

New York

+1 (555) 773 3636

94998 Tianna Tunnel

New York

Phone

p +1 (555) 773 3636

Experience Experience

Philadelphia, PA

Financial Partner

Philadelphia, PA

Rodriguez, Dietrich and Kertzmann

Philadelphia, PA

Financial Partner

Challenging work environment balancing interaction with busy schedules of operations managers against a adherence to multiple deadlines each month
Helps to develop strategies to achieve productivity improvements
Monitors workforce headcounts and compares it versus the workforce plan
Structure data from various systems and works hands on to improve reporting and control systems
Perform forecasting and budgeting processes, including actual variance to preview and to budget
Works closely with stakeholders to prepare the operating expense budget, the capital plan and basic capital budgets
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

Houston, TX

Financial Business Partner

Houston, TX

Runolfsson, Block and Brown

Houston, TX

Financial Business Partner

Maintain billings database and provide regular milestone reporting
Support management decision-making by interfacing with senior Finance team members in key tasks and analyses e.g. variance reporting, requests from BMW Group
Advanced level of Excel and a working knowledge of SAP
Proven record working within an engineering environment
Assist in regular forecasting, budgeting and strategic planning activities
Delivery of month end and annual closing activities
Enhancement of tools and data accuracy for project cost reporting

present

Houston, TX

Business Partner / Financial Analyst x

Houston, TX

Goyette and Sons

present

Houston, TX

Business Partner / Financial Analyst x

present

The Finance Excellence Team (FET) is a core pillar within Unilever Finance. The team directly business partners both Marketing and Customer Development teams, leading the performance management agenda together with decision support & analytics
Leading engagement with two Marketing leadership teams or Customer Development leadership teams to develop, shape, & submit monthly business performance forecasts
Building Innovation Performance Management capabilities within the Marketing teams by building & maintaining reports & tools around in-market performance of key launches
Embedding the rigor and discipline around Post-Launch Evaluations (PLEs) in Marketing teams and working in partnership with Marketing on developing insights from PLEs to improve the performance of future innovations
Building Gross Margin capabilities within the Marketing & CD teams by maintaining a central library of self-service tools & reports, embedding these in the business, and providing coaching and insights to teams on how to use them
Owning & driving the Gross Margin agenda for the business as a whole, Including working with the VP Finance MCO on planning, forecasting, and risk management
Maintaining and managing performance against a category/customer framework of business targets

Education Education

Bachelor’s Degree in Accounting

University of California, Irvine

Bachelor’s Degree in Accounting

Skills Skills

Manage a complex set of client relationships across industry and client groups, functions, brands, agencies, and in some cases geographies to drive our measurement objectives
Push clients to measure true business value by building and operationalizing a “learning agenda” that highlights how a client can improve business outcomes by employing better measurement techniques
Play a strategic role in developing the cross-platform and cross-media measurement approaches and agendas for large advertisers and agencies, vertical categories or specific local markets
Design tests to showcase the power of good measurement using client data and FB or third party technology tools
Conduct in-depth standard and custom ad effectiveness studies for Facebook advertisers to understand the relative impact of different marketing strategies across digital platforms and across media
Communicate complex research results to a general audience
Provide feedback to and collaborate with Product, R&D, and Partnerships to identify opportunities for new features, products, and partnerships and drive client engagement around measurement innovation, including product alphas and beta
Partner closely with cross-functional partners, including the Global Media Solutions’ team

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Financial Business Partner Resume Examples & Samples

Maintain billings database and provide regular milestone reporting
Participate in accounting activities within the department and across the wider organisation
Departmental spend reporting and analysis
Assist in regular forecasting, budgeting and strategic planning activities
Tracking of budget change approval process and analysis of project costs
Driving accuracy of cost bookings
Enhancement of tools and data accuracy for project cost reporting
Delivery of month end and annual closing activities
Proven record working within an engineering environment
Accounting qualification with CIMA, ACCA or ACA, or individuals that are QBE
Positive "can-do" approach with the ability to engage and influence non finance individuals in the business
Flexible work style & must be able to work on own initiative
Ability to work under pressure to tight timescales to perform month end closing and regular reporting
Must have excellent Microsoft Excel skills, good basic user skills of Microsoft Access

Practice Partner Financial Services Resume Examples & Samples

Ten or more years of leading delivery teams for GRC solutions in Banking & Capital firms
Experiencing working with CRO, CIOs and regulations staff to understand regulatory impacts on firms technology processing
Experience dealing with diverse technology partners to provide integrated client solutions
Experience working with project implementation methodologies
Experience working with the client's vision, strategy, and business objectives
Experience working with delivery assurance policies, procedures and principles
Ability to provide strong leadership and support to project implementation teams
Ability to be a high-impact player on multiple simultaneous engagements
Ability to think strategically, balancing long and short-term priorities
Ability to travel when required
NYC location preferred
AxiomSL, MetricSteam consulting implementation knowledge and experience are considered a plus for this position
TBD
Ability to travel

Success Partner Financial Services South Central Resume Examples & Samples

Understand client's business drivers, strategic objectives, and desired outcomes
Assemble the client solution team including SI's, ISVs and other parties
Be recognized across the Salesforce ecosystem as the go-to person for selling all Success Products, including MC Services
Achieve bookings targets across the Success Products portfolio
Accurately forecast Success Products within their portfolio of accounts
Consultative selling approach that builds a trusted advisor relationship with buyers - going beyond a traditional sales relationship
10+ years of enterprise application solution sales experience with a proven record of successfully exceeding quota
BA/BS or equivalent; MBA is a plus
Recent, tangible customer CxO engagement
Experience growing accounts with large and complex pursuits ($M+)
Certified Salesforce product expert
Enterprise transformation experience, including a track record of selling targeted engagements that will underpin Salesforce's "customer company" strategy

Success Partner Financial Services NY Resume Examples & Samples

Target strategically important accounts and partner across the Salesforce ecosystem to serve our customers
Establish and maintain C-Level relationships at strategic accounts
Escalate issues where customer success is at risk during the sales cycle
Create a personalized long term success plan for each client that aligns with their business goals
10+ years experience delivering professional services
Certification in transformational and consultative selling
Demonstrated ability to connect relationally with business and IT stakeholders
Demonstrated ability to lead and manage teams through influence while also functioning as an individual contributor / team member
Experience negotiating large contracts
Proven capability to prioritize and champion long-term customer success, especially in environments with multiple sales teams working an opportunity

IT Financial Business Partner Resume Examples & Samples

Supporting the implementation and operation of sound portfolio financial control
Ensures that Global IT is in full control over cost, financial forecasts and budgets
Be a key contributor to internal and external benchmarking
Be contributor to development of new IT funding model in Vestas including showback and chargeback
Master degree in Finance, Business or similar (Cand.merc /Cand.oecon)
2-3 years of experience with the financial side of a project oriented organization. You can also be a newly graduated Master with experience from a relevant student job
Good understanding of how to work with SAP, Business Intelligence, Project tools and methods
Excellent MS Excel skills
Proficiency in English both verbal and written
Analytical, structured and methodological
Able to act in a dynamic work environment
Proactive & self-driven
Able to act in a cross cultural and global environment

Financial Analyst, Technology Partner Resume Examples & Samples

Reconcile monthly actual spend against the forecast to maintain expenditure controls, including creating detailed cost walks explaining variance to Op Plan for multiple cost centers
Partner with technology leadership and program, platform, and project delivery teams to achieve a flat capacity forecast that is accurate within a 3% variance
Consult with cost center managers to resolve financial discrepancies
Prepare adjusted entries and submit to Finance
Drive the end-to-end monthly forecast revision process
Prepare monthly financial scorecards and trends
Prepare monthly financial risks and opportunities
Create the year-end budgets for the delivery centers
Additional Program Support

Measurement Partner, Financial Services Resume Examples & Samples

Manage a complex set of client relationships across industry and client groups, functions, brands, agencies, and in some cases geographies to drive our measurement objectives
Push clients to measure true business value by building and operationalizing a “learning agenda” that highlights how a client can improve business outcomes by employing better measurement techniques
Play a strategic role in developing the cross-platform and cross-media measurement approaches and agendas for large advertisers and agencies, vertical categories or specific local markets
Drive client, vertical, and industry adoption of preferred measurement methodologies, products, and approaches in support of the “learning agenda”
Design tests to showcase the power of good measurement using client data and FB or third party technology tools
Conduct in-depth standard and custom ad effectiveness studies for Facebook advertisers to understand the relative impact of different marketing strategies across digital platforms and across media
Communicate complex research results to a general audience
Provide feedback to and collaborate with Product, R&D, and Partnerships to identify opportunities for new features, products, and partnerships and drive client engagement around measurement innovation, including product alphas and beta
Partner closely with cross-functional partners, including the Global Media Solutions’ team
8+ years and Bachelor’s degree in an analytical field such as Computer Science, Engineering, Mathematics, Statistics, Economics, Finance, or similar
6+ years and advance degree with relevant working experience, consulting, research or analytics research experience and experience-based aptitude to use data and numbers to formulate insights
Direct experience independently scoping and executing a research project from start to finish
Able to analyze and manipulate data sets to understand patterns and provide client insights
General knowledge of advertising measurement methods and technologies
Client-facing experience, including experience driving change through adoption of products or research methods
Interpersonal skills with demonstrated ability to communicate technical content to general audience
Demonstrated leadership skills at an industry level and with clients
Experience working with data-sets, statistical software such as R, MATLAB, SPSS, SAS, STATA, and Hive and/or SQL
General knowledge of advertising and/or measurement methods and technologies
Track record of operating independently, demonstrating creativity, being detail-oriented, and delivering results
Experience in financial industry and familiarity with fair lending environment

Client Partner Banking & Financial Services Resume Examples & Samples

To build and manage relationships across various levels in the client organization, particularly in the C-level/executive management level
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
Create and manage pipeline of consulting and IT projects and platforms across the transformation journey from pilots to platforms
Manage and own overall health of the engagements in the portfolio of accounts and to ensure customer satisfaction
Managing the budget/P&L for the portfolio
Language: English (fluent business level)
Strong communication and inter-personal skills
Degree / diploma in full time MBA from top international B school
Certification in Project Management, ITIL and Financial courses
Analytical and understands a broad range of technologies; keeps up to date with market and technology trends
Strong leadership and influential skills

Financial Business Partner Traits Resume Examples & Samples

Provide financial BP support for global R&D financial business partners including: Prepare and coordinate with US cost center managers of forecast and budget targets in compliance with global guidance. Prepare monthly deviation analysis providing necessary business interpretations and estimation of future impact. FTE tracking & planning. Support annual CapEx budgets/forecast/analyses
Be responsible for coordinating cost accumulation by project activity in line with global guidelines. This includes ensuring that cost center spending is fully tracking into the project tracking tool LUMOS
Supports US CFO activities including: Prepare monthly deviation analysis providing necessary business interpretations and estimation of future impact. Coordinate with US deadlines determined by central controlling with global stakeholders to ensure compliance with US deadlines and processes for preparation of budgets & forecasts. Ensure compliance with value flow guidelines for responsible groups. Continuously improve and standardize processes, strong involvement in efficiency projects to gain operational excellence. Foster implementation of central controlling concepts including communication to cost center managers and global clients. Coordinate with ULP budget & reporting
Coordinate legal entity reporting to fulfill contractual requirements related to the asset transfer from Athenix to BCS LP
Key controlling contact for review of contracts
B.S./B.A. Degree in Finance or similar with a minimum of 6 years of progressive financial analysis experience including good understanding of financial planning & forecasting, budgeting
Working in a matrix environment, must be self-directed and proactive with a customer focus to effectively prioritize clients requirements, with courage to provide sound business oriented feedback
A strong collaborator capable of cultivating relationships critical to achieve results
Good communication skills to create needed trust environment with ability to work at multiple levels of the organizations
Working knowledge of Bayer systems (SAP BW, PACE) as well as Bayer approved software (Excel and Powerpoint)
Strong analytical skills to evaluate large amounts of information for effective problem solving

Partner, Financial Services Resume Examples & Samples

Establishing and managing the overall client relationship with key decision makers
Positioning Appirio as a Strategic partner and identifying avenues for Appirio to implement solutions
Identifying and qualifying new opportunities for Appirio, and managing all aspects of a deal cycles from identification through close
Engaging our Strategy and Digital teams in order to create a roadmap of solutions
Defining delivery approaches, and developing optimal pricing models for deals
Bachelor’s Degree, or equivalent combination of education and experience, and a minimum of 15 years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm. MBA a plus
Experience with the global service delivery model
Proven track record in client relationship management, business development, and sales
Past experience managing a client P&L of at least $10 million dollars, including reporting and metric assessment for the account
Strong understanding of CRM solutions core components, including marketing, sales, service and analytics
Knowledge of Client context and client engagement guidelines including organizational sensitivities to consistently look for new solutions

Financial Analyst, Partner Finance Resume Examples & Samples

Provide recommendations for process improvements in reporting and analysis
1 year of financial analysis experience
Demonstrated understanding of financial concepts and the ability to apply them
Working knowledge of financial systems such as Cognos and/or languages such as SQL
Proficient in Microsoft Office applications

Client Partner, Banking & Financial Services Resume Examples & Samples

Possesses system-wide responsibility on multiple projects
Responsible for strategic planning for the business unit
Key member for managing business unit target revenues, profitability and customer acquisitions
Manage single large customer or multiple customers
Responsible for multiple project delivery and project management
Responsible for Business Unit Development; competency and business development plans
Responsible for people Management; involved in Hiring decisions, finalizing appraisals and development plans
Responsible for overall motivation and morale of the group
Responsible for customer Satisfaction and relationship building
Resource Utilization, Quality management
Provides overall direction to the project teams
Routinely reports project status to Senior Mgmt
Has authority to make account/Business unit related decisions
High level of influence within the organization and external customers/ business partners
Proven track record of growing a successful consulting business in the banking and financial services industry
Deep knowledge of Information Systems/Business Consulting Methodologies
Senior executive presence – possesses an interest and passion toward engaging senior level executives in grasping and enabling fundamentals of business change through consulting solutions
Executive-level experience in the areas of resource management (financial, cost and asset), preferably with a mix of consulting and operations experience
Excellent communication and facilitation skills
Exceptional client management skills and experience

Financial Partner Resume Examples & Samples

Monitor and control expenses for the HQ Common and HQ Departments portfolios, and communicate with budget owners (Vice-Presidents) on a regular basis to ensure alignment with corporate objectives
Perform forecasting and budgeting processes, including actual variance to preview and to budget
Produce high profile monthly and quarterly deliverables sent to the CFO, Board of Directors and other Executives
Provide quarterly reports to Accounting and external auditors, including variance to prior year analysis for all CN expenses
Comply with SOX requirements, including month-end variance analysis and reports
Identify and implement process improvements and automation opportunities
Execute ad hoc requests as required
CPA and/or CFA designation or MBA
3 to 5 years relevant work experience
Superior problem solving and analytical skills
Work with tight deadlines and thrive under pressure
Thorough, conscientious and results-oriented
Excellent communication and interpersonal skills, with an ability to manage relationships at the executive level
Strong knowledge of MS Excel required
Knowledge of SAP, BW, Business Objects an asset
Knowledge of MS Access an asset
General railroad knowledge an asset
Knowledge of both languages an asset

IT Business Partner for Financial Services Resume Examples & Samples

Capture Financial Services Demand: partner with aligned Integration Engineer to understand long term work stream and Ideas. Capture in working roadmaps
Support annual budget: Assemble following year roadmap in advance of creation of annual budget. Collaborate with technology leaders and finance on annual budget process and account for all budget components. Reconcile FS work to ES budget
Own Enterprise Services Front Door
Lead Enterprise Services/Business Unit Interlock Sessions: Financial Service receives and understands Technology Debt and deliver plans to address
FS receives and understands TLM Programs / End State IT Transformation Environments (the stacks) and delivers plans to migrate applications
Escalate misalignment
Partner with Financial Services to understand the overall portfolio of work: Mandatory, Business as Usual, and IT Transformation including Technology Debt Retirement
5+ years relevant work experience with at least in an industry-related operations management and/or customer relationship management position
Exceptional written and verbal communication skills. Strong collaboration and organization skills. Strategic thinking and planning
Ability to draw various and perhaps conflicting information together and guide organizations to good decisions
Technology background, especially within Financial Services would be preferred
Finance and budgeting experience, preferred
Insight into project and program management, preferred

Associate Partner Financial Transformation Resume Examples & Samples

Strategic acumen – that is, the ability to think strategically about client business issues such as industry/market assessment, competitive analysis, and product positioning
Analytical skills – the ability to express points of view in fact-based terms using quantitative analysis and related research
Intellectual curiosity – a desire to delve deeper into problems and look at situations from multiple angles to develop new insights
High personal motivation -- a passion for delivering excellent solutions to clients and an underlying commitment to excellence
Persuasion skills – the ability to persuade clients to go forward on strategic initiatives based upon merit, fact, and understanding
Presentation skills – strength in developing effective business and consulting presentations
Project management skills – sound project management capabilities particularly in regard to managing small to medium-sized engagements with diverse, international staff
Financial services knowledge – “big picture” knowledge of the financial services industry and depth of experience in a particular industry area
Professionalism – commitment to excellence in client advise and recommendations
Bachelor's Degree in Business Administration, Computer Science, or Engineering
10 or more years of Financial Services experience
Experience in a project leadership role – leading large scale transformational engagements
Associated capability to success mange large, multidisciplinary teams
Experience in business, operations, or technology strategy development
Experience with a top management consulting firm (strategy, Big 4, or equivalent)
Readiness to travel up to 5 days a week (home on weekends, based upon project requirements)
Readiness to work periods away from home

Partner, Financial Services Vertical Resume Examples & Samples

Establishing and building "trust" and leveraging client context by understanding client's overall business goals
Creating targeting and compelling proposals for new business
Writing and reviewing statements of work (SOW’s) that are designed for the success of project teams by aligning incentives for customers and Appirio
Directing and managing the overall client relationship to include work quality and customer satisfaction
Managing the account teams (account mgmt and project mgmt) to meet and exceed client expectations
The Partner should be comfortable in groups/teams and be able to lead. Must bring top-notch consulting /relationship management skills and a deep appreciation of IT tools, techniques, systems and solutions. The Partner will be held accountable against Measurable Revenue/Profit Growth within set timelines
Experience working with financial service organizations as clients preferred
Familiarity with the financial services industry and the key sub categories preferred
Exposure to new and emerging technologies – Salesforce, Workday, Google as a delivery mechanism
Have a strong background in a project environment and agile application development
Excellent problem solving, communication, and client management skills are essential. This role requires strong leadership skills and demonstrated capabilities of being a thought leader. The candidate must be able to work in a dynamic, entrepreneurial environment
Candidates must have a proven record of building and maintaining long-term relationships at senior (CXO and CXO-1) levels. They must be comfortable presenting to C-level executives, and senior business and technology leaders, and must be persuasive and influential

Financial Business Partner Resume Examples & Samples

Collaborate with and provide financial advice to management, including the evaluation of business cases, to enable decisions to be made based on high quality information and analysis
Influence business departments and senior management on the definition of measures to meet the financial goals of the organisation and identify risks and opportunities to optimise business performance and ensure financial targets are achieved
Support management decision-making by interfacing with senior Finance team members in key tasks and analyses e.g. variance reporting, requests from BMW Group
Action and advise on effective internal controls within the business area to ensure the accuracy of financial statements and security over company assets
Enhance accurate financial reporting at month end/year end by making the necessary accruals and provisions and providing detailed variance analysis to the relevant senior Finance Manager to enable corrective action to be taken if required
Build strong relationships with all stakeholders whilst being able to challenge assumptions
Extensive financial accounting / cost controlling experience, relevant qualifications (ACA, CIMA or equivalent) and a good level of business knowledge
Strong analytical skills: able to question complex information to identify cause and effect and deliver attractive solutions, both tactical and strategic
Effective communicator and relationship builder with the ability to deliver commercial and operational messages and influence stakeholders drawn from a wide audience
Flexible in approach, adaptable to changing situations and a good team player
Advanced level of Excel and a working knowledge of SAP

Financial Partner Resume Examples & Samples

Works closely with stakeholders to prepare the operating and special capital expense budget
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
Monitors key performance metrics and their potential impact on expense trends
Monitors workforce headcounts and compares it versus the workforce plan. Helps to develop strategies to achieve productivity improvements; validates budget impacts on hiring requests
Prepares year-end outlook (YEO) based on actual results and spending trends, convinces senior management on the YEO and keeps Financial Planning advised of the changes to the YEO
Ensures compliance with SOX key controls on operating and capital expenses – i.e. up to date control reports, variance explanations, accruals
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
Leverage data from various systems to highlight and quantify issues and to improve reporting and controls
Document issues and coordinate resolution by engaging accountable budget owners
Instill and maintain a culture of ongoing communication with key budget owners
Bachelor’s degree in Accounting or Finance or Engineering, MBA is a plus
Minimum of 5 to 10 years of relevant experience
Strong organization, communication and interpersonal skills, with a proven ability to manage relations at various levels within and outside an organization
Good knowledge railway operations or equivalent
Possess superior problem solving, analytical, investigative and negotiating skills
In-depth knowledge of software applications including Excel, Access, Word, Essbase, Powerpoint
Knowledge of Sarbanes Oxley would be considered an asset

Financial Partner Resume Examples & Samples

Works closely with stakeholders to prepare the operating expense budget, the capital plan and basic capital budgets
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
Monitors workforce headcounts and compares it versus the workforce plan
Helps to develop strategies to achieve productivity improvements
Prepares year-end outlook (YEO) based on actual results and spending trends, discusses with the aim of convincing senior management of the YEO guidance and keeps Financial Planning abreast of the changes to the YEO
Monitors and ensures M9 accident costs are complete and accurate
Ensures compliance with SOx key controls on operating and capital expenses – i.e. up to date control reports and variance explanations
Instil and maintain a culture of ongoing communication with key budget owners
Drive accountability by promoting understanding of budget aspects; provide the right information quickly
Monitor major initiatives; devise meaningful segmentation of Opex and Capex budgets
Leverage data from various systems to highlight and quantify issues
Structure data from various systems and works hands on to improve reporting and control systems
Occasional travel to field offices and work sites is required
Bachelor’s degree in Accounting, Finance or Engineering. MBA is a plus
In-depth knowledge of software applications including Excel, Access, Word, Essbase, SQL Server and Visual Office

Industry Partner Marketing for Financial Services Resume Examples & Samples

Create partner marketing plans focused on high ROI events and alignment with corporate priorities
Own flawless end-to-end execution of the integrated marketing plan (including executive events and content development)
Provide consistent and clear communications to all stakeholders
Be the partner advocate and trusted advisor representing the partner perspective
Build and maintain strong relationships with a diverse set of internal and partner constituencies including senior level executives, legal, finance, support, sales and marketing experts
Track and measure customer and partner success
Highly motivated team player with high energy, enthusiasm, and passion for the business
Strategic and analytical thinker, while also having strong creative skills
Experience building and executing a marketing plan including event execution
Experience working with SIs and ISVs is desired
Strong executive presence with proven ability to present in formal and informal settings
Ability to manage multiple priorities in a fast paced and dynamic working environment and build excellent rapport with internal teams
Minimum 5+ years experience in high tech industry (preferably enterprise CRM) in the following areas: Alliances Marketing, Product Marketing, Industry Marketing
Experience in Financial Services (desired)

Financial Analyst FP&A Business Partner Resume Examples & Samples

Work with business unit leadership to develop, submit, and countermeasure departmental budgets and sales volumes including preparation of the Long Range Plan (LRP) and Annual Operating Plan (AOP)
Assist with the preparation and presentation of capital requests
Monitor all business unit capital projects to ensure timely processing and communication of progress
Responsible for daily reporting, review, and communication of sales margins
Report and drive ownership of financial and business unit specific metrics
Assist in the month-end closing process which includes journal entries, account reconciliations, and analysis of accounts
Maintain, support and actively participate in internal control requirements as well as ensuring compliance with policies and GAAP
Identify and communicate the financial impact of business unit process and changes
Prepare senior management for routine and non-routine meetings via assistance with data collection, presentation preparation, and/or team coordination
Assist with the preparation of management financial statements and corporate reporting
Provide support for development of accounting procedures and processes
Provide analytical support to management on special projects or data requests
Provide backup support as needed to other individuals in the department
Experience in a manufacturing environment preferred
High level of familiarity with US GAAP
Excellent Microsoft Office expertise required
Knowledge of software such as SAP, Hyperion, Excel, Access, PowerPoint
Strong data mining and analytic skills
Ability to write reports and effectively present information and respond to questions from groups of managers
Individual who is action oriented and excellent people skills highly desirable

Business Partner / Financial Analyst x Resume Examples & Samples

The Finance Excellence Team (FET) is a core pillar within Unilever Finance. The team directly business partners both Marketing and Customer Development teams, leading the performance management agenda together with decision support & analytics
Partnering value and unlocking operational efficiencies are core principles of the FET
Working within the FET provides ambitious individuals with the opportunity to experience the fast-paced environment of FMCG and be directly involved in steering front line business performance against stretching goals
Building Innovation Performance Management capabilities within the Marketing teams by building & maintaining reports & tools around in-market performance of key launches
Embedding the rigor and discipline around Post-Launch Evaluations (PLEs) in Marketing teams and working in partnership with Marketing on developing insights from PLEs to improve the performance of future innovations
Directly partnering Marketing on development of business cases for innovation & key projects that will launch in the market
Building Gross Margin capabilities within the Marketing & CD teams by maintaining a central library of self-service tools & reports, embedding these in the business, and providing coaching and insights to teams on how to use them
Working directly with the Marketing & CD teams to resolve Gross Margin business challenges
Owning & driving the Gross Margin agenda for the business as a whole, Including working with the VP Finance MCO on planning, forecasting, and risk management
Leading engagement with two Marketing leadership teams or Customer Development leadership teams to develop, shape, & submit monthly business performance forecasts
Presenting the monthly category or customer forecasts to the Marketing Vice-Presidents/Directors and Finance Directors
Owning and leading engagement with two Marketing leadership teams around our business Annual plan for their categories
Maintaining and managing performance against a category/customer framework of business targets

Financial Services Partner SA Resume Examples & Samples

Enterprise customer-facing experience
10+ years of highly technical and analytical IT experience
2+ years experience in the financial services industry
Demonstrated ability to think strategically about business, product, and technical challenges

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