certified financial planner resume

Ensures strong controls are in place and the company's intellectual property is protected, Manages department operations and supervises professional employees, frontline supervisors and/or business support staff, Participates in the development of policies and procedures to achieve specific goals, Decisions have a short term impact on work processes, outcomes, and customers, Interacts with subordinates, peer customers and suppliers at various management levels may interact with senior management, Interactions normally involves resolution of issues related to operations and/or projects, Gains consensus from various parties involved, Sales and margin reporting and forecasting, Driving Budget and Long Range Planning process for US and Canada markets, Conduct Monthly Financial Review of financial results and KPIs, Partner with Sales Operations and Analytics teams to measure progress against strategies and initiatives, Ensure compliance of pricing strategies and governance through participation in the Cordis Pricing Committee, Evaluate RFPs and rebate proposals for new and existing business to ensure viability, Support new product business cases and launch planning, Support new business development deal analysis and launch, Manage and develop the team including one Advisor and EMERGE, Support ad hoc analysis, projects and initiatives, Partner with Cordis consolidation team, Cordis regional finance teams, Accounting, IT and other finance teams as appropriate, Bachelors degree in business related field, or equivalent work experience, Responsible for the budgeting, forecasting and reporting activities for the Metro Medical businesses, Manage a team of four individuals focusing on career development and growth, Responsible for the execution and improvement of the forecasting & management financial reporting processes through involvement in system and process enhancements, Partner with the business to understand business drivers and trends, Partner with the Operations, Sales and Sourcing teams to assist in meeting customer's needs, Provide onsite leadership, creating an energetic and positive culture, Partnering with the client and delivery leaders within the practice, to develop rolling revenue, expense, and headcount forecasts, Performing client profitability analytics and making recommendations / partnering with the business on ways to improve client margins, Analyzing revenue pipeline metrics to help the business understand risks / opportunities to forecast, Performing detailed expense variance analysis, and presenting findings to financial management teams, Developing and maintaining operating metrics for Client Services organization, Assisting in managing the Epsilon International Technology Practice P&L, Partnering with Pricing team and supporting deal negotiations for selected accounts, The ideal candidate will have experience in Financial Planning & Analysis for a global Fortune 500 company. Universal and Warner) to collect data and report that will be used in the cash reporting/forecasting, Help develop and maintain financial models in support of the preparation, review and submission of Greenlights and Ultimates on a by-title basis for acquisition products across the Home Media distribution markets, mainly for international distribution, Provide analytical support in preparation of the annual budget and quarterly estimates and assist with corporate reporting across all Home Media markets, Develop valuation models, sensitivity analysis, and other ad hoc financial models, Participate in research/development/implementation process of new systems, Perform on-going reporting and analytical projects as well as on an ad-hoc basis as requested by Management, 5+ years professional experience in Financial Planning, Experience with Essbase, Hyperion, Cognos preferred, Advanced proficiency in Excel including advanced modeling and data mining capabilities required, as well as Word and PowerPoint, Ability to respond with urgency and accuracy in a fast paced, high pressure and dynamic environment, Strong aptitude for financial analysis and modeling, well-developed analytical and conceptual skills with sound judgment and decision-making ability, Develop recurring monthly financial forecasts and analysis required by parent company Masco, Generate recurring monthly analysis and reports required by the Milgard leadership team, Responsible for the process used to generate the Annual Operating Plan (AOP) and the Long Range Plan (LRP), Ad hoc reporting and analysis to support business decisions, Develop business cases and ROI analysis to support new product development and capital expenditures, Develop financial models to support strategic planning and “what-if” scenarios, Generate analysis tools and templates used by finance staff at manufacturing locations, Partner with IT on continued enhancement of tools used to support forecasting, AOP and analysis, 7+ years experience in Finance or Accounting with a clear progression of increased responsibilities, 3+ years experience supervising/leading others, Ability to analyze complex data and concisely summarize it in order to effectively engage with the leadership team and other stakeholders, Highly organized; strong critical thinking skills; excellent business perspective; self-motivated, Experience in manufacturing is strongly desired, Advanced skills with Excel and Business Intelligence (BI) tools, Use of tools to support the budgeting and forecasting process such as Cognos TM1, Bachelor’s Degree in Finance, Accounting or Economics is required, Advanced degrees and/or Certifications are preferred, Very high level of matrix management, including leading and managing with and without reporting authority at all levels within the organization, Manage the expectations of 7 different business areas as part of the planning and forecasting process including Corporate FP&A (Segment and Administrative Expense), all Subsidiaries, AmeriHealth Caritas, Actuarial, Strategy, and Membership, The manager provides a strong central FP&A role to ensure that all FP&A units remain in sync on timing, assumptions, and deliverables, The role requires an understanding of the organization including P&L line items, accounting policies, industry expertise, capital planning, and messaging of key drivers, Direct interaction and influencing is required with Officers and Directors of Independence Health Group (inclusive of AmeriHealth Caritas), Regular direct communication with the CFO, Chief Accounting Officer, and Chief Actuary, Lead the Executive Reporting function and drive a multi-year vision of financial transparency, education, and be the resource for financial messaging internally and externally, Mentor and provide guidance to the Executive Reporting Analyst as it relates to supporting the Annual Operating Plan, Reforecast Process, P&L Risks & Opportunities, and Multi-year Strategic Financials, Develop and own the Executive Reporting Calendar, Deliverables include AOP, Forecast, internal leader briefings, Board of Directors materials, and materials for external audiences (S&P, Banks, Insurance Departments, BCBSA, etc), Assisting in the development of and maintenance/reporting of metrics for Annual Performance Bonus and Long Term Incentive Plans, Delivering monthly scorecard package to senior leadership, Developing messaging, content, and design for presentations to internal and external stakeholders, Support Corporate Communications during the year-end press release and media call, Supporting Finance Leadership on ad-hoc requests and other special projects, Provide analytical and decision support to business partners; be business’s trusted advisor and support them in attaining their business and financial results, Bachelor's Degree in Business, Accounting, Finance, Economics, or Management (or equivalent work experience or other related field), 5-8 years experience preparing and analyzing financial results. Develop tools to support build financial capability at franchisee level. Hyperion experience a plus but not required, Manages the tactical execution of short- and long-term objectives through the coordination of activities with a direct responsibility for results, including costs, methods, and staffing, Provides leadership, coaching and development plans for all direct reports to maintain an engaged and productive workforce, Responsible for the preparation of all budgets, forecasts and strategic plans, Evaluates controls, identifies and controls gaps, and prepares and reviews narrative and templates as necessary, Prepares periodic in-depth financial reports evaluating and interpreting the company’s financial performance to support the Company’s financial objectives, Prepares/reviews Financial Review Charts for budget, results of operations, and financial position for management, Manages the functions of operating expense analysis and partners with department heads to analyze and plan expenses, Perform due diligence activities in support of various business development initiatives, Develops comprehensive strategies for analyzing and adjusting processes and procedures to attain maximum efficiencies, Provides financial analysis and cash flow analysis for capital appropriations, Manages the coordination of activities of a section or department with direct responsibility for results, including costs, methods, and staffing, Follows processes and operational policies in selecting methods and techniques for obtaining solutions. ), Develop and maintain WGL Energy & WGL Midstream 5-year forecasting model and assists with the development and updating of WGES corporate budget data. Prepare financial reviews for management at different levels. ), Creative thinking with Excellent written and oral communication skills, Exceptional project management skill with the ability to take initiative and prioritize tasks; Proficient timeline control, yet flexible and willing to adapt to changing deadlines if necessary, Patient and positive attitude a must; neatness and punctuality important, Ability to perform smoothly under pressure, Manage and prepare annual budget and quarterly forecast, Manage and prepare monthly Management P&L statements by segment, region, and country, Manage and Prepare cost center (budget vs. actual) reports, Conduct periodic budget reviews with department managers and directors, Recommend internal process changes which will lead to greater financial and operating efficiency, Manage and prepare various analyses and reports for distribution to senior management, Project manage the development of a Business Intelligence system that will provide key statistics for senior management, Lead initiatives to streamline financial reporting processes for company, Prepare valuations for potential acquisitions, Interview and select candidates for open positions on the team, Evaluate and performance manage direct reports, Demonstrates a proficient working knowledge of Microsoft Office Suite, including Microsoft Excel & Access, Must be detail-oriented and have the ability to work proactively and effectively with minimal supervision, Ability to prioritize and multi-task in a flexible, fast paced and challenging environment, Must be team-oriented, possess a positive attitude and work well with others, Excellent time management and project management skills, Superior organizational and analytical skills with keen attention to detail and quality, Demonstrates a proficient knowledge of accounting theory and methods, Demonstrates proficient presentation skills, Masters of Business Administration (MBA) Degree, Prior financial planning interaction or experience, Experience with Business Intelligence reporting systems, Experience working for a company with global operations, Experience in consolidating financial information of multiple companies or business units, 3+ years of management experience required, Masters of Science in Accounting preferred, Internal management reporting / presentations to be delivered to the C-suite and BOARD, Designing reports / slides for earnings calls, Financial modeling & sensitivity analysis, Financial analysis & reporting (using Hyperion), Cash forecasting and sychronzing with Finance & Treasury, SOX & internal control compliance; handling audit requests, Software implementation initiatives and other projects as needed, Supports Regional FP&A teams through coordination of budgeting, forecasting, and compensation planning, Aggregates, analyzes, adjusts and finalizes West Division forecasting, budgeting and compensation planning, Works closely with Regional FP&A teams to ensure consistency, alignment and standard approaches in relation to organizational education of financial performance, Coordinates and collaborates with Regional FP&A teams on creation and alterations to Divisional reporting and analytics, Creates materials for and trains Regional FP&A teams on existing and new financial reporting, forecasting, budgeting and compensation tools, analysis and approach, Provides ad hoc reporting and analysis for Sr. Management upon request, Oversight, leadership and management of the financial planning process for IOSS units in Toronto and overseas, and facilitates the negotiations for Shared Services Hubs with Senior Management, Leads the process for defining country allocations, liaising with IB Finance, regional units, country management and IOSS Hubs, Provides assistance, advice and counsel on financial planning, country allocations and IOSS services to countries, IB Finance and IOSS senior management, Provides reporting, analytics and intelligence on trends, escalates issues and propose improvements to the process to mitigate manual work, Re-engineers existing process by leading the design and implementation of key metrics to track performance of shared services units across the Division, Clearly articulates trends on key metrics management and proposes solutions to identified issues, Designs and maintains the executive dashboard for IOSS, working with different levels from senior management to programmers to ensure delivery, Leads the onboarding of LATAM Hubs on IOSS processes, Leads the annual process for initiative planning for IOSS, liaising with multiple stakeholders, Designs and implements a mechanism for ongoing reporting on projects with emphasis on accountability and timely delivery, Provides coaching to IOSS team members on best practices for Project management and reporting based on updated standards, Identifies opportunities for efficiency improvement within scope of accountabilities by maintaining a network of contacts with service users and IB partner groups and soliciting suggestions & researching opportunities, Supports department initiatives by proposing opportunities for improvement and providing insights on trends, The Senior Manager contributes to the satisfaction of financial and performance management needs in IOSS by providing expert advice and counsel to hub, countries and colleagues in IOSS and by participating in special assignments that will periodically arise, Demonstrates an advanced proficient working knowledge of Microsoft Office Suite, including Microsoft Excel & Access, Experience working with Business Intelligence reporting systems, Prior experience working in Oracle (Oracle, OBIEE, or Hyperion), For zone countries and adidas Turkey, provides support to Financial Controller in preparing periodic financial reports, annual budget and strategic business plan.

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