Financial Planning & Reporting Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the financial planning & reporting job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

J Abshire

Jaylen

Abshire

5660 Baumbach Junction

New York

+1 (555) 584 7500

5660 Baumbach Junction

New York

Phone

p +1 (555) 584 7500

Experience Experience

Los Angeles, CA

Financial Planning & Reporting Analyst

Los Angeles, CA

Wunsch Group

Los Angeles, CA

Financial Planning & Reporting Analyst

Assist with preparation of effective OB / RF presentations and reports in order to provide Management with a clear and comprehensive view of the business
Simplify and improve all working spreadsheets to provide better structure and more effective BOF reads
Provides reporting and analysis to Senior Management
Prepare and maintain dashboards indicating performance related to established metrics
Prepare key performance metrics for management decision making
Provide bi-weekly insights and analysis of sales performance
Develops and maintains an understating of system dependencies, workflows, integrations and processes of application

Dallas, TX

Financial Planning & Reporting Manager

Dallas, TX

Cormier, Tremblay and Fisher

Dallas, TX

Financial Planning & Reporting Manager

Hiring, training, coaching and development of staff
Hiring, Training, Coaching and Development of colleagues
Manage components of the preparation of the monthly P&L rolling estimate, balance sheet, and cash flow forecast
Lead in the preparation of Annual Business Plans & liaising with Coca-Cola Refreshments on a three year Operational Business Plan seeking alignment of volume and revenue plans by customer/package/brand
Lead in the preparation of Annual Business Plan & work to help support the development of the 3 year Operational Business Plan seeking alignment of volume and revenue plan by customer/package/brand
Review actual results and project status ensuring expectations are being achieved. Where variances are identified, work to develop and implement corrective actions. Oversees business line financial budgets and ensure organization performs as planned
Identify through continuous communication with internal clients and functional department and bottler personnel, track & publish monthly risks and opportunities for the rolling estimates

present

Detroit, MI

Manager, Financial Planning & Reporting

Detroit, MI

Hilll, Zemlak and Parker

present

Detroit, MI

Manager, Financial Planning & Reporting

present

Ensures timely and accurate development and submission of management reporting. Measure actual performance against all Plans on an accurate and timely basis
Manages the development of annual Planning Round, Budget and Forecasts
Assist in the development of Board of Director and Standing Committee presentations
Coordinate with Risk Management to ensure consistent application of risk costs and loss projections for planning
Utilizes pricing models (and collaborates with Pricing colleagues) in the development of new business projections
Responsible for developing VW Brand balance sheet forecasts and budgets, and for managing month-end net liquidity targets
Utilize retail and lease pricing models for developing new business projections

Education Education

Bachelor’s Degree in Accounting

Chapman University

Bachelor’s Degree in Accounting

Skills Skills

Excellent analytical and problem solving skills and strong attention to detail
Knowledge of relational database design and development
Demonstrate strong and effective organizational and time management skills
Strong Familiarity with Data Warehouse concepts and technologies
Demonstrate strong and effective communication skills both verbally and in writing
Solid experience with IBM Cognos TM1 10.x
Solid Project management skills
Experience with TM1 installation, configuration, and administration
Experience designing new and modifying existing data models
Understanding and experience in TM1 cubes / Rules / TI process /Active Forms / Webforms

Create a Resume in Minutes

10 Financial Planning & Reporting resume templates

Read our complete resume writing guides

Financial Planning & Reporting Resume Examples & Samples

5+ years of experience at a “Big 4” or large accounting firm or a mix of Public/Private experience
BS/MS in Accounting
CPA license
Strong knowledge of MS Excel
Ability to multi-task, prioritize and work well under tight deadlines
Strong understanding of accounting principles and how to apply them
Excellent communication (verbal and written) and interpersonal skills

Manager, Financial Planning & Reporting Resume Examples & Samples

Acts as primary communication liaison between VCI and FSAG Controlling for all financial reporting issues and business steering
Manage the monthly preparation and presentation of FSAG reporting schedules including (1) CMIS report (2) Risk and Opportunities (3) Monthly forecast update (4) Management summary commentary
Prepare annual Planning Round and semi-annual Business Financial Review and VOKUS report
Prepare response to FSAG inquiries regarding all aspects of financial performance
Communicate to senior VCI management all significant FSAG inquiries with recommended response
Anticipate potential areas of concern and prepare appropriate analytics and response for VCI management
Directs and coaches two VCI Financial Specialists in monthly duties related to financial reporting, analysis, and presentation of results to VCI management and FSAG
Responds to all financial concerns and inquiries from VCI leadership team
Reviews and analytically tests monthly accounting statements for accuracy and consistency
Designs and develops excel and data based financial forecasting model
Develop sophisticated forecasting techniques and financial modeling applications
Utilize retail and lease pricing models for developing new business projections
Coordinates with Sales Operation team for all volume planning forecasts
Works with Ancillary product team to incorporate ancillary profit projections
Coordinate with Risk Management to ensure consistent application of risk costs and loss projections for planning
Analyze treasury funding scenarios for Maturity Transformation and Interest Income Calculatory profit impact
Manages the development of annual Planning Round, Budget and Forecasts
Establish required planning assumptions (vehicle volumes, retail / lease penetration assumptions etc.) in coordination with VWoA, Volkswagen, Audi, and Ducati brands and VCI departments
Coordinate with FSAG, VCI and Brand management planning assumptions (vehicle volumes, retail / lease penetration assumptions etc.)
Develop balance sheet and income statement projections (finance receivables, pricing, income recognition, etc.)
Provide analytical support to explain company profitability including key performance indicators, ratio analysis, yield analysis and profitability indicators
Develop and present business segment profitability and related analyses
Review monthly financial statements and reconcile actual results versus projected results
Coordinate portfolio funding activity and interest rate projections with corporate Treasury group
Assist in the development of Board of Director and Standing Committee presentations
Reports on performance targets for VCI business segments in compliance with business objectives and economic assumptions
Provides expert knowledge of U.S. and IFRS accounting and financial and operational impact of all VCI products
Undertakes special assignments based on experience including the resolution of problems and assistance in the development of new processes and support systems
10 + Years financial / accounting experience
Extensive computer financial application knowledge and experience
Plans and Organizes
Prioritizes and Takes Initiative
Analyzes Critical Data
Multi-tasks
Makes Sound Decisions
Accomplishes Goals

Financial Planning & Reporting Manager Resume Examples & Samples

Liaison and key contact for CCL finance for business planning and key contribution to key deliverables including submissions to Coca-Cola North America and TCCC
Hiring, Training, Coaching and Development of colleagues
Lead in the preparation of Annual Business Plan & work to help support the development of the 3 year Operational Business Plan seeking alignment of volume and revenue plan by customer/package/brand
Manage components of the preparation of the monthly P&L rolling estimate, balance sheet, and cash flow forecast
Analyze and explain key variances including volume, price and mix variances for actual and estimated results
Analyze monthly variances versus business plan and estimates and providing input for senior finance management
Various P&L Comparisons and Analysis and special projects as assigned
Approve GL reconciliations and analysis, as required
Identify through continuous communication with internal clients and functional department and bottler personnel, track & publish monthly risks and opportunities for the rolling estimates

Financial Planning & Reporting Manager Resume Examples & Samples

Manage the analysis and reconciliation of the finance information systems including P&L's, balance sheet and cash flow statements
Complete the development and deployment of the finance structures and dashboard to drive performance
Manage the PM cost base
Ad hoc duties

Financial Planning & Reporting Manager Resume Examples & Samples

Liaison and key contact for CCL finance for business planning and key contribution to key deliverables including submissions to Coca-Cola North America and The Coca-Cola Company
Hiring, training, coaching and development of staff
Lead in the preparation of Annual Business Plans & liaising with Coca-Cola Refreshments on a three year Operational Business Plan seeking alignment of volume and revenue plans by customer/package/brand
Manage components of the preparation of the monthly P&L rolling estimate, balance sheet, and cash flow forecasts as required
Analyze monthly variances versus business plan and estimates and providing input for senior finance management, including risk & opportunity identification
Various P&L comparisons and analysis and special projects as assigned
Identify, through continuous communication with internal clients and functional departments and bottler personnel, track, and publish monthly risks and opportunities for the rolling estimates
5-7 years of related finance experience
Previous Coca-Cola system experience is preferred
Completed undergraduate university degree in business, finance or economics
CGA, CMA or CA professional accounting designation, or a completed Master’s Degree in Business or Finance is preferred
Proficiency in the use of Company financial planning and reporting systems, including SAP, BPC and BOFC is preferred
Proficiency in the use of Microsoft Office applications (Word, Excel and Power Point)
String leadership and people management skills
High level of initiative and accuracy

Financial Planning & Reporting Manager Resume Examples & Samples

Completes appropriate financial analysis to assist business unit management in making accurate decisions and determining suitable actions
Recommends courses of action related to the financial performance of the business unit to decision makers
Prepares appropriate financial analysis and required modeling to properly assess the business impact of projects, investments, and acquisitions. This would also include the review and/or support to help prepare a request for capital / investment and the follow-up on approved projects ensuring successful execution and reporting of such results
Works with the organization to develop and oversee appropriate business metrics to ensure successful execution of the business line strategies. This may involve working with the organization to ensure various recognition and reward programs are appropriate to help the business achieve success
Review actual results and project status ensuring expectations are being achieved. Where variances are identified, work to develop and implement corrective actions. Oversees business line financial budgets and ensure organization performs as planned
Bachelors degree in Accounting or Finance. CPA or MBA preferred
Over 10 years of progressive Financial experience with business management focus
Experience with Manufacturing Accounting
5 plus years Financial Planning experience
Solid understanding of GAAP and internal controls
Strong leadership, team player, interpersonal, analytical, organizational and computer skills
LI-KBS

Financial Planning & Reporting Resume Examples & Samples

Support development of regional budgets and business plans by coordinating across various entities / businesses / departments
Provide financial analysis and prepare presentations for senior management to support strategic decision-making processes
Maintain management reporting hierarchies to ensure data integrity across various sources
Assist in execution of various cross-functional projects and initiatives
5-7 years of experience in financial services industry, specifically within banking, securities and capital markets businesses
1-2 years of specific roles in business planning, budgeting and/or financial analysis
Able to speak/read/write Japanese
Able to deal with ambiguity, multitask, and manage impromptu ad hoc requests
Keen attention to detail and ability to communicate in a clear and concise manner
Strong knowledge of Excel (Pivot tables, VLOOKUP) and PowerPoint
Eligible to work in the US

Financial Planning & Reporting Analyst Resume Examples & Samples

Prepare the Original Budget - Long Range Plan (OB-LRP) and Rolling Forecast (RF) for Overheads and Distribution costs: collect, validate, analyze and consolidate the detailed budget data for Overheads and Distribution expenses; ensure effective and timely communication and provide relevant support to each functional area
Ensure timely submission of OB / RF forecasts according to PMI reporting requirements and deadlines
Assist with preparation of effective OB / RF presentations and reports in order to provide Management with a clear and comprehensive view of the business
Prepare/assist with the accurate and timely submission of regular reports as per the PMI Reporting instructions and Finance Operating Model. Identify and propose the necessary US GAAP accounting entries (adjustments, reclassification, closing, etc.) to ensure compliance with PMI Finance Standards, Principle & Practices and fulfillment of reporting requirements
Maintain a permanent and accurate costs control: monthly monitoring of actual spending vs. latest OB / RF; proactively identifying cost savings / overruns through continuous interaction with all the functional areas; perform a quarterly audit on Distribution cost
Coordinate the monthly / Year End accruals process for Overheads and Distribution Costs, ensuring validation and accuracy of amounts booked and relevance of back-up documentation
Ad hoc analysis required by local management, EU or PMI Finance (e.g. Cost Center Reports, Management Reporting Book). Ensure that the variances are analyzed, commented and reported according to the instructions received on content and timing from local and regional Management
University degree in Economics
Minimum 3 years of experience in reporting, budgeting, audit or accounting
Specific Experience: Good theoretical and practical knowledge of the financial analysis technics
Good conceptual skills on understanding of IAS/US GAAP accounting principles and theories
Strong Microsoft Excel skills – ability to work with databases, consolidate and summarize information in a timely and accurate manner
Previous experience of working with SAP would be a plus
Fluency in English – written and spoken
Ability to work in a time pressure environment with strict and tight deadlines
High learning agility, High ethics and integrity

Manager, Financial Planning & Reporting Resume Examples & Samples

Manages the development, preparation, analysis and presentation of financial reporting schedules and presentations (e.g. monthly forecasts, annual Planning Round and Budget, Business Financial Reviews, and associated reporting)
Liaises VCI and FSAG regarding all aspects of financial performance and business steering
Alerts VCI Management to potential future risks to financial targets. Delivers on-target result
Informs VCI management of significant FSAG inquiries. Prepares and advises recommended response
Analyzes monthly accounting results vs. forecast, consults Accounting as necessary
Liaises VCI, FSAG, and Brand colleagues to ensure knowledge of developments that might impact forecast. Represents VCI in related financial analysis and agreements
Constructs sophisticated calculations in Excel financial models to ensure accurate and constantly improving forecast results
Develops and presents analytical support behind profitability and variances, including key performance indicators, ratio analysis, and yield analysis
Utilizes pricing models (and collaborates with Pricing colleagues) in the development of new business projections
Coordinates with relevant departments for key forecast inputs or variance rationale
Analyzes treasury funding scenarios for Maturity Transformation and Interest Income Calculatory profit impact
Reports on performance targets for business segments as needed, including the timely recognition of key risks
Shares and applies expert knowledge of U.S. and IFRS accounting rules
Acquires and demonstrates strategic and cross-functional understanding of VCI/Brand/FSAG departments, functions, products, projects, etc
Allocates work in a manner that meets deadlines, ensures quality and leads to team development
Undertakes special assignments as needed
7-10 years of progressive Finance and Accounting experience
3-5 years leading Finance professionals and developing a high performing team
Bachelor’s Degree in Finance or Accounting, courses in both
MBA in Finance or Accounting, courses in both
Communication with all levels and cross-culturally
Expert level Excel modeling skills
Deep and broad comprehension of Accounting and Finance concepts
Understanding of retail loan and lease amortization and accounting
Working knowledge of International Financial Reporting Standards (IFRS)
Experience with balance sheet and income statement forecasting

Financial Planning & Reporting Project Manager Resume Examples & Samples

Provide appropriate leadership, coordination and facilitation to ensure Financial Planning and Reporting end users understand new solution and successfully adopt new system
Define project charter, track progress against project schedule and report status to all levels of the stakeholder hierarchy, including oversight committees
Capture and manage project Risks, Action Items, Issues and Key Decisions throughout project life cycle
Facilitate and manage program meetings and drive team members to key decision points including deliverable approval meetings
7+ years of Corporate Planning, Budget, Forecast and Reporting experience in an operational or consulting role
7+ years of project management experience, preferably in a Corporate Planning and Reporting environment
Strong knowledge of Financial Planning and Reporting business processes and procedures
Strong facilitator – can run effective project meetings and workshops delivering on objectives by engaging participants
Prior Big 5 consulting experience preferred

Financial Planning & Reporting Analyst Resume Examples & Samples

Support monthly POR and close process including preparation and maintenance of the files necessary for the close process
Support the process of improving site POR’s, the quality of data provided and the quality of the reviews of the submitted POR’s
Full maintenance and future development of the site POR file. Provision of site technical support and support for monthly site submissions
Assist with delivering the annual internal budget for the Business Unit
Preparation and submission to US Corporate of the Annual Currency Exposure Report
Support and report on site performance and trends,
Simplify and improve all working spreadsheets to provide better structure and more effective BOF reads
Assist with HFM data upload files and process monthly upload of data to HFM database
Develop working documents for introducing controls and best practices for forecasting Accounts Payable
Track and consolidate CT’s quarterly price performance and provide data for easy and consistent completion of the required exhibits
Communicate effectively and efficiently with sites and Group Finance regarding any relevant issues that affect the accuracy of the reported data
Other Ad-Hoc analysis as required
Assist with GSS site month end close as required
Assist with completion of Quarterly Product and Site price analysis

Financial Planning & Reporting Analyst Resume Examples & Samples

Finance qualification (CA, CPA, CIMA) or studying towards completing
2 - 4 years’ Accounting and Finance experience within commercially focused roles suited to 2nd mover
FMCG or branded goods company experience preferable
Experience of working with cross-functional teams
Advanced Excel and systems skills - Cognos/SAP/BW skills an advantage

Manager, Financial Planning & Reporting Resume Examples & Samples

Ensures timely and accurate development and submission of management reporting. Measure actual performance against all Plans on an accurate and timely basis
Responsible for developing VW Brand balance sheet forecasts and budgets, and for managing month-end net liquidity targets
Responsible for all reporting deadlines and submissions to Finance functions in Volkswagen AG for VW Brand and consolidated results
Responsible for with financial planning and strategic business development of sundry, fringe rate, and other non-Class 4 budget items
Lead month-end accounting close activities. Primary liaison with Accounting Services. Assist in developing accounting strategies and compliance with accepted accounting guidelines
Lead audit activities with internal and external auditors. Ensure timely delivery of required financial back-up material and assist with achieving favorable audit outcomes
Assist VW AG Governance, Risk and Compliance (GRC) and our local GRC compliance officer with the assessment of corporate risk factors and the effects on business operations and financial results
Direct and manage the Financial Reporting Specialist to support department goals and objectives
Minimum of 7 years of experience in Financial Planning and Analysis or Accounting disciplines
Bachelor’s Degree in Business, Accounting, Finance, or a related field
Masters of Business Administration, Masters of Finance/Accounting/Economics, Certified Professional Accountant (CPA) or other professional accounting designation
Management reporting
Strategic decision making
Communication skills – written, oral, reporting, and presentation
Analytical skills – account reconciliation, data review and analysis
Conceptual thinking skills – process-orientation, innovative thinking regarding established methods
Proficiency in Microsoft Office Suite, SAP experience preferred
SAP FICO experience
Controlling skill set

Financial Planning & Reporting Analyst Resume Examples & Samples

Prepare all financial reporting and related analysis due to corporate
Prepare all internal reporting and analysis, including key performance indicators as needed to support management decision making functions
Prepare monthly and quarterly forecasts and related analytics
Prepare and maintain dashboards indicating performance related to established metrics
Prepare annual operating budgets and related analytics
Ad hoc reporting and special projects as dictated by upper management
Perform analysis for all products and services, costs and expenses and assist with auditors as needed
Document revenue recognition position on small and large complex transactions
Review sales, distribution and marketing agreements to identify accounting issues and monitor compliance with company’s revenue recognition policies
Review draft contracts and provide revenue recognition recommendation to sales team
Evaluate impact to revenue recognition and communicate key risks to accounting management
Collaborate with upper level management on the financial and strategic impact of new programs
Consult with Operations Team to produce outstanding financial results
Develops and maintains an understating of system dependencies, workflows, integrations and processes of application
Identify and recommend product customizations, enhancements or work rounds to meet business needs
Perform reconciliation, check links and maintenance
Lead or assist with various projects for new programs or changes to existing programs
Assist with the new Oracle system conversion
Complete all budgets and forecasts
Complete financial reporting & analysis
Prepare key performance metrics for management decision making
Report on Progress including all opportunities and risks
Prepare financial modeling and analysis for new programs and changes to existing programs
Bachelor of Science in Accounting and or Finance
Five (5) years minimum experience with financial reporting, planning and analysis
Knowledge of US GAAP, revenue recognition principles and ability to apply
Financial management and leadership during periods of change
Manufacturing and or Logistics experience is highly preferred
Organizational skills, including attention to detail, problem solving and follow through
Ability to lead and work as member of a team
Analytical thinking, judgment and decision-making skills
Advanced Excel and database application skills (e.g. Using V-Look Ups, Pivot Tables, etc. in excel and report writing in database programs)
Ability to multi-task, results driven, team player, can work under tight deadlines and ability to communicate with all levels of financial and operational personnel
Office position which works within a warehouse environment
Ability to work independently with minimal supervision and as part of a team

Analyst, Financial Planning & Reporting Resume Examples & Samples

Participate in month-end close process and perform reporting functions, such as analysis support for Departments (internal clients)
Utilize Hyperion Planning, People Soft and Reporting Studio to conduct research and perform analysis
Assist the Planning Director in the coordination of planning process, research and information gathering activities, preparing ad-hoc department variance analysis and other duties as assigned
Establish and maintain collaborative internal relationship across departments and remote offices to facilitate timely resolution of issues during budget cycle
Bachelor’s Degree in Accounting or Finance is required
A minimum of 1 year of experience in Accounting or Finance Department, preferably supporting multi-site operation
Must understand Accounting principles and business cycles in addition to being analytical with problem solving skills
Must have strong computer skills with a high proficiency in Excel, Microsoft Office applications and relevant financial & reporting systems; experience in PeopleSoft is preferred
Attention to detail and the ability to maintain a high level of accuracy is critical
Effective communication and collaboration skills; able to build effective partnerships with internal customers and remote offices
Must be organized with good time management skills; demonstrate drive and willingness to take ownership of tasks and responsibilities
Demonstrate sound work ethics, respect, team building, and cultural sensitivity and awareness
Bilingual language skills required; fluency in Spanish & English is a must

Manager Financial Planning & Reporting Resume Examples & Samples

Minimum level : Graduate level in (manufacturing) Finance / Accounting
Preferred level : MBA-like
5 – 6 years of hands-on professional Finance experience, preferably in a Manufacturing environment
Good understanding of how technical finance issues can impact the delivery of financial performance in a manufacturing environment
Ability to act or to develop as an effective Finance Partner in a very complex environment across multiple countries
Ability to acquire / develop Finance Partnering Capabilities and make the best use of simple standardized tools
Capability to work in a complex matrix environment
Given Global complexity of role and size of cost base to manage. To have (or able to) acquired a solid methodology for data gathering and analysis together with a good understanding of accounting principles. This will also give the person the assurance to perform the role
Fluency in English is required, French is an asset
Provide support to the GIO Financial Planning & Analysis Controller and leadership in budget and forecasting for GIO & Quality by writing and communicating clear guidelines and training, planning activities with sites a regional finances as well as with senior GIO management & Finance
Ensure the sites and functions update timely and accurately the systems and the consolidated picture is aligned with agreed targets
Support the GIO Financial Planning & Analysis Controller, ensuring accurate and timely budget and forecast reporting to the Vaccines Controlling Consolidation Team
Educate business colleagues on financial aspects of business decisions, resource allocations and financial planning
Support the GIO Financial Planning & Analysis Controller in all business analysis by collecting / extracting a pertinent and accurate set of data and presenting it in an impactful manner

Financial Planning & Reporting Analyst Resume Examples & Samples

Performs complex financial analyses, prepares related presentations and presents results including compilation and review of financial plans and budgets, taking into consideration actual
Leads forecasting and budget processes
Evaluates data, analyzes trends and presents results pertaining to sales, operations, information systems, general business conditions and other areas
Performs complex financial and operational analysis to support short term and long range strategic plans and operating budgets
Serves as a recognized organization expert in specialized technical area of finance. Develops or engages others in developing conceptual solutions to complex, non routine problems and issues in a highly specialized area
Carries out financial analysis at multiple complexity levels including rate of return, depreciation, working capital, investments, budgeting, cost analysis, bid, job analysis and financial and expense performance comparisons. Identifies and communicates internal control issues for assigned area(s)
Independently researches, acquires expertise, and develops solutions for advanced business problems and issues. Identifies key barriers/core problems and applies problem solving skills in order to deal creatively with most situations
Provides reporting and analysis to Senior Management
Troubleshoots and resolves complex financial problems including the creations of financial models, development and testing of multiple scenarios and outcomes and provides feedback to assist in management decisions as directed
Directs or participates on major projects with significant business impact. Effectively coaches and communicates with team members. Develops detailed project plans and optimizes the use of time and resources in achieving desired results
Bachelors degree in Finance, Accounting, or other related finance field
Certification or equivalent may be required in some areas
8 to 10 years Finance experience required
Possesses and applies comprehensive knowledge of particular field of specialization to the completion of complex assignments
Demonstrates significant knowledge of organizations technologies, business practices, issues faced, and problem resolution
Displays a high level of critical thinking in bringing successful resolution to high impact, complex, and/or cross functional problems
Excellent verbal and written communication, presentation, and leadership skills
Experience with integrated financial systems and Microsoft Office programs
Ability to prioritize daily tasks and multi-task
Ability to work within a team and cross-functional teams as needed
Qualified Applicants must be legally authorized for employment in the Unites States. Qualified Applicants will not require employer sponsored work authorization now or in the future for employment in the United States
Prior leadership/ supervisory experience preferred
LI-MJP

Manager Financial Planning & Reporting Resume Examples & Samples

7-10 years related experience in forecasting, budgeting, financial modeling
Must possess and maintain a valid motor vehicle operator's license and a driving record satisfactory to the company and its insurers
Must obtain and/or meet all requirements to enter foreign trade zones; such as background checks by both the U.S. Coast Guard and the Department of Homeland Security, i.e. obtain and maintain a Transportation Workers Identification Card (TWIC)
The successful candidate will be required to clear a drug screen and a complete background check, after an offer has been extended and prior to being employed
Excellent verbal and written communication skills due to the high level of interaction with business and operations people
Excellent organization skills and ability to maintain and track multiple scenarios/projects/tasks at any given time
Ability to achieve stated objectives and outcomes through the work of others
Attentional to detail, strong analytical skills, and sound overall business acumen
Possess exceptional project management skills and have the ability to meet strict deadlines
Excellent MS Excel and other IT skills: must either already know how to work in Hyperion and develop queries or be able to learn these skills quickly
Willingness to travel as needed to field locations

Senior Financial Planning & Reporting Analyst Resume Examples & Samples

Review and/or prepare monthly reporting for the ALUSA cluster including income statement, balance sheet, cash flow, debt reporting, intercompany reporting, variance analysis, and comments on figures reported
Responsible for preparing ALUSA quarterly full financial statements for reporting to Head Office
Maintain frequent, prompt, direct communication with Head Office to ensure proper group reporting
Develop answers to complex questions on figures to be reported
Responsible for preparing quarterly North American consolidated financial statements for bank, which are audited annually
Coordinate with external auditors on quarterly figures reported to head office and annual audited North American IFRS financial statements
Prepare comments and explanations on figures for the American Air Liquide Holdings board meeting
Develop ad hoc schedules for planning and decision making, and assist with special projects as necessary
Accountable for accuracy and consistency of the data reported and used
Supervise, train, and mentor staff
Keep current on International Financial Reporting Standards, and related accounting issues
Comply, without exception, with all safety regulations and guidelines while on Company property
4+ years experience in a Finance/Accounting role; Master's Degree plus 2+ years Finance/Accounting experience will be considered
CPA or CPA candidate
Strong analytical, interpersonal, and communication skills
Ability to multitask and adapt to changing environments
Demonstrate ability to drive process improvement, must be a self-starter with strong organizational skills and attention to detail
Must possess the energy and drive to execute under pressure and meet tight deadlines
Proven ability to work both independently and jointly with varying levels of employees
Proficient with Microsoft and Google tools
Overtime required during critical periods
This position is an office-based position
Public Accounting work experience
Proficiency in Oracle

Financial Planning & Reporting Analyst Resume Examples & Samples

Analyze data and prepare variance analysis as required
Prepare and submit monthly and quarterly financial reports
Special projects and ad-hoc analyses as required
LI-KH1
Bachelors degree in Accounting or Finance required
Minimum of 2 years experience required
Candidates with relevant experience in a Job Cost Environment will receive preference
Must be a fast learner
Good attention to detail required
Strong interpersonal skills, must be team player
Must be proficient in MS Excel and PowerPoint
Accounting/Finance experience in Aerospace & Defense or Construction Industry is a Plus

Financial Planning & Reporting Analyst Europe & Americas Resume Examples & Samples

Bachelors degree and relevant experience; professional finance qualification (e.g. ACCA, ACA, CIMA, CPA or equivalent)
Strong analytical background in analysis tools such as IBM/Cognos and proficient knowledge of Microsoft Office (particularly Excel and Powerpoint)
Good understanding of the broad analytics space and approaches taken by peer organizations
Demonstrated ability to deal with complex financial and non-financial data utilizing a wide range of specialized systems and ways of working
Experience in working with stakeholders across the network at varying levels in the management hierarchy
Control & management of regional cost centres for HQ and Non-Core spending including headcount reporting
HQ market management including dashboard uploading, Bison journals/adjustments etc. for monthly Actuals and Forecast/Plan exercises
Regional balance sheet and headcount commentary, liaising with the Area Supply Chain Finance Partners and sites on the details/explanations and reviewing with CH Commercial colleagues
Preparation and maintenance of standard monthly reporting for the E&A Supply Chain region, including running of performance reports on monthly Actuals, latest Forecasts and Plans
Consolidation of standard reporting for the region (e.g. recoveries by brand and market, gross savings, latest weekly financials)
Main liaison on behalf of the sites on standard queries to GMS Finance CRC and Area Commercial FDs
Monitoring and reporting of E&A Supply Chain Working Capital Actuals results and latest Forecast/Plan; first point in contact with CH regional controllers team for movement analysis as required
Inventory reporting and liaison with central inventory teams regarding target setting, understanding & explaining the movements in Actuals vs. plan to support commentary and S&OP, and consolidation of activities to gain a regional view
Support to Regional Supply Chain Finance Partner for planning, forecasting and actuals – including preparation of presentation packs (both Excel and PowerPoint templates for the sites and areas to prepare, as well as final slides for the regional presentation to Sector), reconciliation of numbers, adjustments etc
Creation of non-standard financial analysis, presentation of trends, identification of insight and offering sound, financially based recommendations. Supported with both internal and external information based on benchmarking. Work as part of a cross functional team to build the opportunity and drive to execution
Support to regional finance teams as it relates to the annual standards setting exercise
Main lead for E&A Strategy Deployment reporting on monthly basis to Ops and Strategic deployment team leads
Ensure proper alignment with NA Financial Analyst of similar team exercises and activities
Ad-hoc reporting of E&A monthly Actual results and Forecast/Plan on an as needed basis in support of business partners
Ah-hoc project work on an as needed basis to support the E&A Finance region
LI-GSK

Financial Planning & Reporting Resume Examples & Samples

IBM Cognos TM1 Certification preferred
Solid experience with IBM Cognos TM1 10.x
Strong Familiarity with Data Warehouse concepts and technologies
Experience in solutions within financial planning, budgeting and forecasting
Knowledge of relational database design and development
Demonstrated analytical, problem-solving, organizational, interpersonal, communication skills
Understanding and experience in TM1 cubes / Rules / TI process /Active Forms / Webforms
Experience in Oracle, SQL and related skills
Experience with TM1 installation, configuration, and administration
Experience designing new and modifying existing data models
Must be able to read table design and work with very little documentation
Ability to communicate effectively with the key business users before, during, and after the development of analytical tools to ensure adequate requirements gathering, development progress, user acceptance and business process integration
Excellent analytical and problem solving skills and strong attention to detail
Demonstrate strong and effective communication skills both verbally and in writing
Demonstrate strong and effective organizational and time management skills
Core understanding of Finance / Accounting disciplines and associated data / reporting requirements for growth in a global company
Bachelor's degree in Computer Science, Computer Information Systems or a related field
Solid Project management skills

Senior Manager Financial Planning & Reporting Resume Examples & Samples

MBA / Master in Finance
Advanced MS Excel skills, PowerPoint and financial systems capabilities: ability to make hands dirty with analysis
Excellent analytical and problem solving skills – brain powerhouse is a must, important to be able to step-back to see the big picture as well as quickly deep dive in appropriate level of detail on key items
Good presentation skills: ability to present complex information in simplified way to senior stakeholders and drive decisions and discussions
Matrix Leadership skills: resilience, agility and strong communication skills, ownership, ability to act/drive business, decisiveness, emotional maturity
Able to build collaborative relationships with business and finance colleagues
Able to work on multiple assignments, prioritize accordingly to meet stringent deadlines and work effectively without direct supervision
Cross-cultural awareness, able to work effectively with world-wide finance and business colleagues
Drive Value Creation mindset among procurement, business and finance: bring pipeline of projects driven by business to impact OPEX, PPV, POV, Write-off and other P&L impacts in the Gross Profit. Facilitate cross collaboration between Vaccines Sites, Business Units and function to share best practices on Value Creation
Generate monthly insights (deep-dive) on the progress vs. yearly Value Creation Ambition to senior management to drive actions and decisions
Ensure guidelines, process and tools linked to Value Creation are well adopted by business, procurement and finance (~200 persons across sites and functions)
Co-ordinate with Corporate on Yearly Vx Target and be Vaccines Finance representative in discussions with Corporate. Lead yearly alignment on Value Creation target among Business areas, Sites and Functions. Work closely with finance partners to ensure a big portion of Value Creation Savings are embedded in financial plan
Drive CFO sign-off meetings of Vx Value Creation Forecast during Budget cycles
Successfully co-partner with Senior Business Leaders such as COO, CFO of Vaccines and be the right-hand of VP Global Vaccines Procurement; Provide ad-hoc support to Vaccines Procurement VP in analysis and presentation at CXO level meetings: act as Procurement VP’s Co-pilot in decision making
Drive project identification; especially the big and bold ideas beyond current financial year to have good visibility on future pipeline of projects. Along with Procurement VP, make the projects visible to senior management to mitigate risk of attrition
Ensure Procurement continue to deliver synergies benefit post Novartis integration till 2018
Bring visibility of Year-on-Year Impact P&L of Value Creation to business
Build HC and OPEX plan for Procurement and ensure timely updates during different financial cycles
Co-steer Vaccines procurement department budget by providing value added analysis on monthly performance, escalating risk and opportunities as well as proposing solutions in meeting the year end targets
Drive discussions with procurement to deliver value through Improved cash conversions thereby impacting working capital (Raw Material Inventory, Supplier Payment Terms)
Guide procurement in collaboration with Treasury on foreign currency exposure on contract negotiations to protect value for GSK
Facilitate finance, business and procurement alignment on the principle of SPC setting (e.g. New SPC = last price paid or New SPC= Future potential Price taking into account Market Conditions, Inflation and other factors…)

Financial Planning & Reporting Analyst Resume Examples & Samples

Bachelor’s Degree in Finance, Accounting, or similarly related business field
3 plus years of progressive financial reporting and/or corporate financial planning and analysis experience within a complex, multi-entity multi-national environment
Proficiency in Excel required; experience working in spreadsheets and use of key tools / functions such as graphing, lookups, pivot tables, etc
Solid Understanding of key financial statements (i.e., income statement, cash flow, balance) and how they interrelate
Strong attention to detail and accuracy in reporting of numbers, results, schedules, etc
Ability to work with different IT reporting systems / tools or the ability to learn them relatively quickly Strong verbal and written communication and interpersonal skills
Ability to interface with varying levels of financial and operational management
Ability to work under pressure to meet strict deadlines
Experiencing in public accounting / auditing a plus
Experience in a retail industry a plus
Experience with SAP and/or BPC

Financial Planning & Reporting Manager Resume Examples & Samples

5+ years experience within a multinational environment preferably in a distribution business
Professional level knowledge of modern accountancy and finance practices and techniques, both IFRS and French GAAP
Strong computer skills, user knowledge of MS Office / SAP ECC6 / SAP BPC Planning & Statutory
Excellent analytical capability
Excellent overall knowledge of business development practices
Good understanding of all departments within the Company and of the business
Good economic and financial knowledge
Good management and excellent interpersonal skills
Capacity to engage with non Finance audience to support driving Finance strategic agenda
Lead, motivate, inspire and develop resources under supervision to maintain a sustainable pipeline within the Finance team

Financial Planning & Reporting Analyst Pebac Resume Examples & Samples

Support in preparation and consolidation of monthly BPM cycle. Focus the PEBAC Leaders on the interventions that need to be made to keep performance on track
Ensure a robust and delivers BPM process with the right information and support of each market in a timely manner
Support the adequate running of the monthly PEBAC BPM meeting
Active participation in the annual operating planning process (AOP) for PEBAC and consolidating and ensuring the joined up with the business planning cycle. Coordinate with each business unite contacts
Support the decision making on in year changes to the AOP, particularly around R&O, ‘more for more’ investment choices, and PRODUCTIVITY agenda
Ensures full compliance with CARM, Diageo Code of Business Conduct and other key Diageo policies
Degree in Accounting, Finance, or Economics. Accounting certification a plus. MBA is useful, but not essential
3 - 5 years’ experience in financial planning, analysis and reporting, and accounting
Very strong Excel skills. Ability to understand and manage significant amounts of data
Financial systems knowledge highly desirable (SAP, planning / forecasting systems)
Self-starter, high level of commitment, delivers reliably against goals with minimal supervision
Success partnering with stakeholders to accomplish business objectives

Senior Financial Planning & Reporting Analyst Resume Examples & Samples

Track and reforecast project expenses and resources for GAAP ledger accounting, funding pool management, and other off-ledger reporting
Serve as a liaison to Accounting for all project related month end accrual detail and support
Coordinate with other departments to facilitate detailed resource and infrastructure planning
Create, maintain, and update a variety of performance reporting that suits the needs of different stakeholders
Provide frequent variance analysis to leadership in order to assess project performance against targets
Develop complex financial modeling to determine impacts of project scope changes and other environmental factors
Monitor ongoing project deliverables against CBA assumptions for cost and delivered value
Bachelor’s degree in Accounting, Mathematics, or other business related subject
5+ years of accounting and/or financial reporting experience
Proficiency in Microsoft Excel and Word
Experience in healthcare, insurance and/or financial services industry
Past experience working with general ledger / sub - ledger accounting applications
Proficiency in Microsoft Access or SAS
Knowledge of Agile project management
Ability to demonstrate solid planning and organizational skills, along with a high degree of detail orientation
Ability to work in both team and self - directed work environments
Ability to demonstrate good communication skills, both verbal and written
Ability to assess and interpret customer needs and requirements
Ability to solve moderately complex problems and / or conduct moderately complex analyses and provide explanations and information to others
Ability to establish and maintain good working relationships with customers and colleagues, both internal and external

Director, Financial Planning & Reporting Resume Examples & Samples

Live and exemplify the Five Principles of Mars, Inc. within self and team
Lead the Financial Shaping Process and target setting for VHG which includes partnership with management across VHG business units
Ensure financial plans are fully aligned to the strategic direction and aspirations of the business
Prepare insightful and informative presentation material on the operating plan to the President, CFO and Global Petcare
Identify opportunities for continuous improvement in processes and systems
Create and present financial analysis necessary to measure the financial results and guide future business decisions (i.e., periodic and quarterly financial packages to track trends and performance of our key performance indicators)
Identify opportunities for cost savings and unfavorable trends early to enable immediate corrective action
Work with others to provide the best customer service to associates, clients, and matrix partners
Develop operating planning tools for the entire Veterinary Health Group business segment
Work with other finance associates across VHG to improve overall level of Financial Planning and Analysis
Partner with leaders to develop, implement and maintain the highest quality and most efficient systems to ensure strong internal controls, appropriate financial reporting and leverage human resources
Lead and sponsor projects related to Financial Planning & Analysis and other areas as opportunities within VHG arise
Develop effective communication with other units within VHG (i.e., BluePearl, Pet Partners, Banfield)
Ensure the timely and accurate preparation of all Mars reporting based on period, quarterly, and annual requirements
Other job duties as assigned
Bachelor’s degree in Accounting, Finance or related field preferred, or the equivalent combination of education, training and experience that provides the required knowledge, skills, and abilities
Ten years of relevant experience in a combination of finance, accounting, and planning and analysis
Understanding of finance functions and their impact to the rest of the business required with experience interacting with and presenting to senior leadership preferred
Prior experience with finance process development required with financial and business performance reporting preferred
Prefer health care background (veterinary or human healthcare, pharmaceutical, etc.)

Senior Financial Planning & Reporting Analyst Resume Examples & Samples

Lead on building effective internal relationships with stakeholders to support the business partnering model, offer timely solutions to stakeholder feedback
Analyze, interpret and communicate financial data into meaningful business insight for stakeholders, including contextual visualization of business narratives
Preparation and analysis of financial data relating to rolling forecasts, profit plans, operating reviews, strategic plan, monthly results and ad-hoc requests
Acquire & maintain complete understanding of the Eaton financial analysis tools including Khalix /ENCORE/Oracle both individually and at team level
On time delivery of all assigned activities such as Management reporting packs, financial analysis, interpretation of variances from budgets, and advice to management
Ensure documentation on FP&A processes and procedures is maintained to a high standard
Participate in the preparation of profit planning and forecasting with stakeholders including coordinating stakeholder calls/meetings
Ensures adherence to standard accounting principles and practices under both local and US GAAP. Ensure adherence to internal controls and compliance with Sarbanes-Oxley and audit requirements. Ensure compliance with Eaton policies
Support co-ordination of the monthly closing and rolling forecast processes. Analyze operational and financial data, investigate variances, identify business drivers, and evaluate their impact on planned objectives. Document meaningful variance analysis commentary for management, support more junior members
Support the FP&A Team Leader with the migration and integration of FP&A activities into Budapest Service Center
Significant experience with business operations and FP&A within a multinational (manufacturing) company
Strong written and presentation skills and must be able to effectively work in a cross-functional team environment
Minimum of 5 years proven track record working in an FP&A function
Agility to quickly tailor FP&A reporting/analytics to supporting business/stakeholder changes
Strict attention to detail and deadline orientated
Ability to operate at a senior level in collaboration with diverse internal and external executives; used to operate, negotiate and influence effectively in an international organization
Ability to serve as a role model to junior financial analysts and provide coaching/guidance to support development
Strong cross/multi-cultural background and experience; sensitive to cultural differences
Solid understanding and experience with US GAAP; exposure to Sarbanes Oxley & IFRS
Proven track record leading on business improvement initiatives
Bachelor's Degree or equivalent education
Proficient in Microsoft applications (Excel & PowerPoint)
Strong Analytical, Planning and Organizational Skills
Excellent communication/ interpersonal skill and proven problem solving capability
Business service center experience an advantage but not essential

Financial Planning & Reporting Analyst Resume Examples & Samples

Be passionate about providing business analyst support for a world-class manufacturer
Be energized by collaborating on cross-functional, cross-regional, and cross-divisional teams
Recognize the importance of building and maintaining strong interpersonal relationships
Enhancing Fabrics financial reporting infrastructure to support evolving business needs while ensuring alignment with Enterprise systems
Participating in Enterprise projects representing Fabrics data structure
Analyzing Fabrics finance reporting needs to streamline and consolidate reporting
Improving Fabrics forecasting and best estimate processes by providing tools to analyze or report data
Reconciling annual forecast process in TM1 system
Evaluating predictive analytical tools to validate forecasting within Fabrics
Working with business and functional analysts to provide ad hoc analysis
Building working knowledge of Fabrics business to understand impact of financial reporting
Building Enterprise financial and reporting knowledge to enable a transition to the Enterprise finance team
Bachelors’ degree in Accounting or Finance
Minimum of 3 years’ experience in business analysis environment
Demonstrated knowledge of