Corporate Financial Planning & Analysis Resume Sample
Immanuel Yost
382 Senger Trafficway,
Philadelphia,
PA
+1 (555) 819 0267
Work Experience
Corporate Financial Planning & Analysis Manager
11/2016
-
PRESENT
Detroit, MI
- Direct and manage monthly reporting and forecast process
- Lead cash flow and below operating income forecast and plan
- Direct and manage annual plan process
- Budget, plan and analyze the Firm’s financial performance, while partnering with various stakeholders across the organization
- Review and implement infrastructure and systems needed to support Corporate FP&A’s strategic objectives
- Perform in-depth financial analysis, including variance analysis and management dashboards, related to the Firm’s annual budget and forecasts
- Implement and enhance infrastructure and financial reporting systems used to support Corporate FP&A’s strategic objectives
Corporate Financial Planning & Analysis
04/2011
-
08/2016
Los Angeles, CA
- Develop standard analytical tools to further aid Operating Groups in their financial planning and analysis, and provide training to key stakeholders impacted by planning and forecasting activities
- Manage FP&A analyst(s) who acts as the primary point of contact for CBS portion of the annual planning cycle and is the primary interface for all CBS expense activities
- Lead the annual planning process to include schedules, instructions, and guidance among both Operating Groups and Corporate Organizations
- Lead the budgeting, forecasting, and analysis of the Firm’s financial performance, while partnering with various stakeholders across the organization
- Project lead the budgeting, forecasting, and analysis of the Firm’s financial performance, while partnering with various stakeholders across the organization
- Execute on day-to-day activities, including completion the Firm’s financial forecasts, annual budget, and Comprehensive Capital Analysis and Review (CCAR) process
- Implement and enhance financial reporting systems used to support Corporate FP&A’s strategic objectives
- Owns the Corporation’s Financial Planning process, both operationally and strategically. Continuously optimizes the process through technology, resource allocation, and other strategies
- Perform month-end close process
Corporate Financial Planning & Analysis Professional
03/2008
-
10/2010
Houston, TX
- Manage operating expenses for CIT’s corporate staff departments to include development of models to produce monthly, quarterly and annual budgets and forecasts
- Documents the definition of business measures
- Participates in workflow analysis in support of requirements definitions
- Assists in the collection and consolidation of required information and data
- Documents and analyzes required information and data
- Reviews and prepares business & functional requirements. Confirms that business requirements and functional specifications and updates are documented and approved
- Confirms requirements are in line with project scope
- Reviews System & Application Service Level Agreements (Business Criticality and issue communication)
- Serves as a liaison to other USG business analysts and the business where applicable
Education
DeVry University's Keller Graduate School of Management
2004 - 2008
Bachelor's Degree in Finance
Professional Skills
- Embodies a “One ICF” philosophy and commits to ICF’s high level of integrity and company values, including compliance with all legal and ethical standards
- Outstanding computer skills (excel spreadsheet and modeling skills, PowerPoint skills); Hyperion and other ERP software knowledge
- Effectively communicate at all levels, including senior leadership, with excellent verbal and written communication skills
- Exceptional presentation and communication skills. Demonstrated ability to communicate and deal effectively with all levels of an organization
- Creativity and excellent problem-solving skills, including strategic agility; ability to identify and adapt solutions as necessary
- Strong analytical and critical thinking skills; ability to assimilate large amounts of data and rapidly provide actionable insights
- Advanced proficiency in Microsoft Office; complex Excel model building and valuation analysis and advanced Power Point presentation skills
How to write Corporate Financial Planning & Analysis Resume
Corporate Financial Planning & Analysis role is responsible for advanced, software, modeling, reporting, microsoft, organization, excel, planning, finance, training.
To write great resume for corporate financial planning & analysis job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Corporate Financial Planning & Analysis Resume
The section contact information is important in your corporate financial planning & analysis resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Corporate Financial Planning & Analysis Resume
The section work experience is an essential part of your corporate financial planning & analysis resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous corporate financial planning & analysis responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular corporate financial planning & analysis position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Corporate Financial Planning & Analysis resume experience can include:
- Advanced Excel skills would be a definite asset; and
- Business analysis experience, including detailed budgeting and forecasting of expenses
- General business sense, accounting/finance background with experience in accounting and finance principles and application
- Operate independently and adaptability to changing requirements
- Work in a fast-paced environment, managing multiple priorities
- Prepare and analyze income and balance sheet statements, consolidated statements, and various other accounting statements and reports
Education on a Corporate Financial Planning & Analysis Resume
Make sure to make education a priority on your corporate financial planning & analysis resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your corporate financial planning & analysis experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Corporate Financial Planning & Analysis Resume
When listing skills on your corporate financial planning & analysis resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical corporate financial planning & analysis skills:
- Strong communication skills, both verbal and written, with the ability to effectively interact with all levels of the organization
- Proven successful experience in corporate consolidated financial planning and analysis
- Prior experience in change management, process efficiencies and automation
- Advanced analytical, critical thinking and problem-solving skills
- Demonstrated ability to collaborate with other departments and build strong working relationships
- Advanced Excel, PowerPoint, pivot table, report building skills
List of Typical Experience For a Corporate Financial Planning & Analysis Resume
1
Experience For Corporate Financial Planning & Analysis Manager Resume
- Provide analytical support for competitor and marketplace research
- Develop, report and identify trends and internal performance metrics
- Perform short and long-term cash forecasts
- Take initiative, collaborate and lead
- Highly visible role providing financial planning and analysis support to the Company’s senior leadership team and managing the P&L of the Corporate Home Office
- Provide monthly P&Ls to all Home Office leaders and update department forecasts as needed
- Meet with all Home Office leaders, at least once a quarter, to review their department P&L versus budget, validate the latest forecast, and stay abreast on potential changes or restructuring
2
Experience For Director Corporate Financial Planning & Analysis Resume
- Lead the annual planning process for the Home Office, assisting department leaders with completing their budget templates, inputting budgets into Hyperion, preparing presentations for the CEO, and developing the methodology to allocate costs to the operating divisions
- Manage the P&L of all non-allocated Corporate costs, completing a monthly operating review of performance to forecast and bridging year over year cost variances
- Understand and maintain the allocation rules to allocate corporate costs to the business segments
- Develop materials for a quarterly executive review of Home Office costs, so that business presidents can understand and weigh in on decisions impacting their allocated cost levels
- Prepare a quarterly analysis of global SG&A costs, consolidating variance explanations from the business finance teams
- Coordinate with the Hyperion team to maintain department hierarchy and allocation rules
- Support the CFO, VP, and Director with ad hoc analysis as requested
3
Experience For SVP, Corporate Financial Planning & Analysis Resume
- Design and improve processes with Navigation and operational partners
- Support new capability implementations in Host
- Provide change management leadership for the process
- Provide analysis & insight on forecast results
- Manage the Host Analytics relationship as well as system access
4
Experience For VP, Corporate Financial Planning & Analysis Resume
- Support FP&A initiatives in a project manager role as determined by corporate wide initiatives (e.g. Goal Grading, Affiliate Profitability Analysis, Corporate Costs Topside Allocation process)
- Provide meaningful financial analysis (P&L, profitability, Sales Growth, etc.) on a Division and Country level basis to multiple end-users
- Serve as liaison to the Division FP&A teams and provide guidance on Corporate requests
- Continue CFP&A’s communication and collaborative efforts with the Medical Devices FP&A team. CFP&A relies on Business Unit data submissions not captured in HFM or Essbase
- Effective communication skills (verbal and written) with all levels of management
- Anticipate major themes in Abbott’s business as applicable to CFP&A deliverables and intended audience
5
Experience For Corporate Financial Planning & Analysis Professional Resume
- Optimizes Business Processes
- Travel required 0%-10%
- Champion the process
List of Typical Skills For a Corporate Financial Planning & Analysis Resume
1
Skills For Corporate Financial Planning & Analysis Manager Resume
- Able to operate globally and willing to travel ~10%
- Solid understanding of the P&L
- Demonstrates the highest ethical standards and values
- Progressive work experience in fast-paced environment
- Enthusiastic team player with demonstrated ability to thrive in a fast paced changing work environment
- Demonstrated analytical abilities that are quality driven and detail oriented
- Ten or more years of project management and financial analysis experience, demonstrating knowledge of budgetary and revenue analyses
- Effective time management and ability to meet tight deadlines and handle high pressure situations
2
Skills For Director Corporate Financial Planning & Analysis Resume
- Experience with TM1 and Oracle Financials or comparable technologies required
- Experience in any analytical role
- Experience with financial reporting, forecasting and analysis across the income statement, balance sheet and statement of cash flows
- STrong business acumen and ability to see the big picture
- Working knowledge of the company’s financial reporting and operating structure
- Understanding of corporate finance and forecasting
- Prepare Macro planning models to assist with budgeting and 3-year planning
- Takes ownership for delivering results and meeting timelines
3
Skills For SVP, Corporate Financial Planning & Analysis Resume
- Incorporate competitive insights in planning and forecasting model
- Support deployment of corporate planning and forecasting system
- Prepare working capital forecast for cash flow forecasting
- Participate in 3-year planning and strategic planning meetings
- Develop efficient reporting and analytical tools to enable process efficiencies
- Prepare materials for governance committee pertaining to budgets, 3-year plans and other board deliverables
- Maintain and develop standard business metrics for analyzing business performance
- Maintain existing and develop new management information reports that report key metrics and communicate trends to appropriate management
- Maintain and improve planning tools and processes
4
Skills For VP, Corporate Financial Planning & Analysis Resume
- Report actual results versus plan, including variance analysis insights
- Prepare ad-hoc reporting materials for stakeholders and executive management
- Provide analytical, research, and planning support for Treasury
- Perform analytical modeling of capital and liquidity requirements
- Support the CFO with reporting and analysis to manage global finance costs
- Viewed as a collaborative business partner
5
Skills For Corporate Financial Planning & Analysis Professional Resume
- Extremely high attention to detail and ability to multi-task
- Access or VBA knowledge
- Work with the team to manage the end-to-end planning and forecasting process including working with various business units for smooth and accurate flow of information
- Perform trend analysis to generate insights for management reporting
- Liaise with various operating divisions including the George Weston Limited Finance, Treasury, Pension and Tax groups as required to ensure timely, accurate and consistent reporting and forecasting
6
Skills For Manager of Corporate Financial Planning & Analysis Resume
- Special projects and ad-hoc reporting as required
- Chartered Professional Accountant (CPA) designation, or working towards the designation
- Provide recommendations on process improvements and opportunities to enhance controls
- Results oriented – consistently delivers on time and drives for results
- Strong project management skills with the ability to leverage resources (people, processes, departments, tools) to complete objectives effectively and efficiently
- Coordinate the consolidation, forecasting, budgeting and long-range planning of Fluidigm’s business (P&L, Balance Sheet, Cash Flow); define rolling quarterly and annual financial forecasting and planning processes / requirements and manage the planning process
- Prepare monthly and quarterly management reports - analyzing operating and financial results, distilling/synthesizing key trends, assessing current and future business risk, and communicating key messages to senior management
- Provide hands-on, metrics driven financial leadership to help accelerate growth and profitability and provide the executive team with “operational insight” to better manage the business
- Lead ad hoc financial modeling and analysis for special projects; build detailed financial models for scenario planning
7
Skills For AVP, Corporate Financial Planning & Analysis Resume
- Seven or more years leading and managing a finance team within large, complex, multi-national organization
- Initiate proactive business dialogue and challenge assumptions to ensure sound financial decisions and improve business performance
- Partner with G&A functions to ensure compliance with company policies and drive systematic process improvements to increase productivity
- Partner with IT and the broader organization to drive process and systematic improvements across Fluidigm, including assessing ongoing FP&A processes and tools for continuous improvement and automation opportunities
- Develop BOD, financing, and other ad hoc presentations
- Support accounting team in certain close procedures
- Develop a high-performing team that is inspired, motivated, and organized to achieve great results over the long term
- Provide leadership to the Planning team
8
Skills For Financial Analyst Corporate Financial Planning & Analysis Resume
- Participate in acquisition due diligence and integration
- Work in fast paced environment and meet tight deadlines
- Highly adaptable, flexible and customer service focused
- Proactive with an aptitude for process improvement
- Meet deadlines in a fun, fast-pace environment
- See ahead clearly and anticipate future trends
- Manage and prioritize large and dynamic workload, including project management skills to own and drive a timeline, deliverables, and communicating results
- Familiarity with accounting concepts and ability to analyze financial statements
9
Skills For VP-corporate Financial Planning & Analysis Resume
- Lead and develop team members, and consistently motivate and align them with the most important objectives of the company
- Provide financial and analytical support to business teams. Build and maintain models that facilitate decision making, recommend appropriate analytical techniques and provide appropriate counsel
- Meet with business SME’s to elicit and document user requirements
- Facilitate the collection of USG business process knowledge to the project team
- Partner with business segment finance leaders to continually improve the budgeting and forecasting processes from all aspects – including Capital Forecast and Strategic Planning processes
- Prepare and analyze supporting schedules as required for monthly, quarterly, and year-end reporting requirements. Including consolidation of platform bridge charts
10
Skills For Corporate Financial Planning & Analysis Ccar Professional Resume
- Prepare and analyze the company’s Capital Forecast and support the company’s Strategic Planning process
- Participate in the timely and accurate standard monthly/quarterly/annual internal reporting process, consolidating segment information and preparing high-level analyses of summary results, focusing on key business factors driving financial performance, to aid decision-making by senior management
- Perform complex financial analysis. Analyze and evaluate the company's operating results and financial position. Analyze options for company improvement on expenses
- Assist in the preparation of the CFO’s financial presentations to both internal and external customers, including the Board of Directors
- Prepare and analyze allocation of expenses to the platforms
- Partner with other financial departments (tax, treasury, IT, consolidations, etc.) to improve internal forecasting and reporting and assist in external presentations of consolidating financial results
- Coordination and completion of planning process, inclusive of annual budgets, forecasts and long-term plans
- Participate in and lead special projects and ad hoc requests in support of Corporate FP&A and the Corporate Controller’s Group
- Work with corporate functional managers to develop and build plans
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