Finance & Planning Resume Sample

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16513 Bogisich Fields,  Phoenix, AZ
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Work Experience

Senior Analyst Finance & Planning
09/2016 - PRESENT
Phoenix, AZ
  • Act as the liaison and single point of contact into finance for specified business function areas (environment, health and safety(EHS), technical services and information tecnology)
  • Support the month-end reporting, budgeting, forecasting and long-range planning
  • Complete accounting entries for the corresponding team, improving and expanding existing processes with a focus on efficiency
  • Perform ad hoc and project analysis as required
  • Provide support with annual business plan and budget preparation, crafting ad hoc forecasts as required
  • Complete monthly management reporting of financial results and trending, operational and strategic data
  • Prepare focused business analytics in support of strategic priorities
  • Enable sound business decisions via your ability to visualize HR and Legal results and trends
  • Complete accounting entries and handle delegation of authority for customer groups
Finance & Planning
07/2012 - 08/2016
Detroit, MI
  • Professional experience:Up to 5 years experience in financial planning and analysis, excellent on working with spreadsheet and multiple planning tool/applications (TM1, ERP system). Prefering FMCG working experience
  • Planning, managing, and monitoring Kinesiology’s annual operating budget and financial reporting process. In conjunction with the Dean, develop the strategic budget planning document submitted annually to the Provost. Ensure compliance with external agencies related to all federal and non-federal sponsored programs
  • Proven FP&A experience from within a complex global organisation
  • Previous financial modelling and project analysis is essential
  • Previous portfolio management experience is essential
  • Ideally a qualified accountant however not essential
  • Excellent Management Information Reporting experience
MBA Finance & Planning Analyst Intern
06/2005 - 01/2012
Dallas, TX
  • Improve existing processes with a focus on efficiency
  • Collaborate with budget owners to guide budget management and establish priorities aligned to strategic initiatives
  • Create forward-looking financial plans to support operational priorities
  • Support the development of a standard framework to evaluate competing projects within MTS and among operating groups and to allocate limited resources
  • Articulate & Communicate MTS’ long-term and strategic priorities and operational progress against them to Viacom’s Senior Management
  • Contribute to the development of the Technology Finance Roadmap to become the “CFO” function for MTS and support its execution with periodic calibrations to ensure its alignment to business needs
  • Participate as an active member of our refinery’s leadership team
  • Education :Finance and accounting certification
  • Language :Native Vietnamese, good at English, be able to communicate with Regional team in related field


William Jessup University
2001 - 2005
Bachelor's Degree in Kinesiology

Professional Skills

  • Strong organizational and analytical skills; demonstrable logical skills
  • Excellent PC skills. Specifically strong Excel user
  • Finance experience with strong analysis skills
  • 1-3years finance experience with strong analysis skills
  • Strong communication, interpersonal, consulting and influencing skills
  • Analytical and financial modeling skills, comfort with Finance and Accounting principles and strong financial statement analysis ability.
  • Strong organising & planning skills

How to write Finance & Planning Resume

Finance & Planning role is responsible for finance, modeling, analysis, excel, training, integration, compensation, reporting, manufacturing, consulting.
To write great resume for finance & planning job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Finance & Planning Resume

The section contact information is important in your finance & planning 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
  • Email
  • Telephone number

Work Experience in Your Finance & Planning Resume

The section work experience is an essential part of your finance & planning 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 finance & planning responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular finance & planning position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Finance & Planning resume experience can include:

  • Demonstrate leadership skillset
  • Able to communicate effectively with different parties - Finance, Production or Management
  • Analytical skills, rigor and attention to details
  • Effectively works within teams to provide services and solve problems
  • SAP experience or proven track record to quickly learn ERP systems
  • Strong depth of financial, economic and business analysis experience

Education on a Finance & Planning Resume

Make sure to make education a priority on your finance & planning resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your finance & planning 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 Finance & Planning Resume

When listing skills on your finance & planning 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 finance & planning skills:

  • Strong interpersonal skills to deal with internal and external communications, including senior management
  • Strong computer skills, including proficiency with Microsoft Excel, PowerPoint, SAP, SAP-BW; SAP-BPC knowledge is an asset
  • Demonstrated high level of technical skills with computer based systems, data compilation, and development of complex databases
  • Excellent oral presentation, written communication and organizational skills
  • Effectively managing the necessary communication with the Regional controllership and support teams in India
  • Two or more years of related experience with preference for oil and gas experience

List of Typical Experience For a Finance & Planning Resume


Experience For Analyst, Finance & Planning Resume

  • Lead the three-month-rolling-forecast (3mRF) monthly input and output meetings, developing a strong knowledge of the US Minerals product line
  • Present and available for questions, strategic discussions, and ad-hoc coaching sessions
  • Owns the capital management process. Ensuring capital delivers world class results
  • Finance and Planning Leader who owns and drives performance results
  • Provides internal control training and oversight to business partners
  • Acts as a sounding board for key decision

Experience For Senior Analyst Finance & Planning Resume

  • Proactively provides meaningful information that highlights the “so what” to support decision making
  • Inventory oversight and management – Actual, Plan and Forecast and variances vs Plan/Forecast
  • High levels of pro-active support to the Site Leader
  • Delivery of consistently accurate and reliable information to European Leadership
  • Decision support for commercial operation through analytical exercise

Experience For Finance Planning Analyst Resume

  • Detail hands-on analysis on SG&A / COGS and finance template development for cross-functional communication
  • Champion in simplification and standardization of finance process
  • Able to deliver complicated assignment in a simplified and strategic fashion
  • Mobile – able to relocate outside Korea
  • Lead the preparation and evaluation of the annual budgets; quarterly forecast reports, monthly and mid-monthly reports in accordance with reporting timetables. This includes appropriate delegation of tasks to Finance team to gather budget and forecasting information from departments
  • Perform in depth analysis of variances between actual and budget / current forecast comparisons, including regular engagement with key business partners to determine root causes
  • Summarize monthly results, through presentation to senior management, with support from finance team to investigate variances from forecast/ budget
  • Direct the IT Department to create system reports (Cognos and Mapics) needed to achieve desired analyses

Experience For MBA Finance & Planning Analyst Intern Resume

  • Monitor and forecast of working capital. Close liaison with key business partners (including operations, procurement, accounts receivable and accounts payable) to develop actions to manage working capital effectively and meet targets. Monitor the implementation of actions and recommend corrective actions where necessary
  • Support key business partners in financial analysis / modeling of the potential impact of changes e.g. product price changes, changes in commodity prices etc
  • Complete general accounting responsibilities as assigned, such as balance sheet reconciliations
  • Preparation of responses to ad hoc financial analysis requests on a timely basis
  • Responsible for Environmental Health and Safety management and policy commitments as prescribed for this role in Weir's Duty of Care
  • Real Estateplans, builds and operates the firm's facilities worldwide, and is critical to ensuring that our core businesses operate efficiently 24 hours a day, 7 days a week Business Servicesdelivers high-quality, commercially managed services to internal partners throughout the firm
  • Financecomprised of regionally based teams and a central hub in Bangalore, India, provides financial analysis, decision support, procurement, contract administration and reporting for all initiatives within the Services Division and for business partners across the firm

Experience For Finance Planning & Project Analyst Resume

  • Data Strategyfocuses on ensuring that the operational and financial data is of high quality, accurate and complete and is made available to key stakeholders on a timely basis
  • Operations Planningpartners with our divisional businesses to drive change that enhances the quality and commercial efficiency, maximize productivity and improve asset utilization
  • Management Strategyoversee organizational development and the strategic divisional initiative
  • Communication & Social Governancestreamline and internal and client communication and drive the social governance initiatives of the division
  • Business partner viewed as a trusted advisor
  • Collaborates to influence team member performance
  • Drives the Operational Excellence culture and provide financial supports for the operations

Experience For Project Finance Planning Analyst Resume

  • Understands complex concepts and knows how to communicate a simple message
  • Supervisor and coach 2, direct reports
  • Development of Annual Plans and monthly forecasts
  • Accountable for all financial aspects of the site
  • Makes informed decisions, takes deliberate action, and owns results and outcomes
  • Uses business knowledge, data, and analysis to Identify and share opportunities

Experience For Senior Finance Planning Analyst Resume

  • Actively participate/lead continuous improvement initiatives
  • Consistently delivers relevant and reliable support
  • Delivers on commitments and communicates constraints with proposed solutions
  • Inquisitive, curious, and focused on details to identify anomalies and opportunities
  • Proactively shares successes and improvement opportunities broadly

List of Typical Skills For a Finance & Planning Resume


Skills For Analyst, Finance & Planning Resume

  • Work with deadlines and to effectively multi-task
  • High capability of commanding MS application package and generating business material to communicate in an effective manner
  • Strong understanding of Generally Accepted Account Principles
  • Good working knowledge of Microsoft Office Applications, i.e. Excel, Word, Powerpoint, and Sharepoint
  • Experience with enterprise-wide budget and financial information systems, analytical and reporting tools
  • Strong, proactive leadership style with the ability to lead and manage change
  • Two or more years of related work experience
  • Strong analytical, interactive communication and time management abilities with the ability to lead and steward toward deadlines
  • Work experience working as an analyst

Skills For Senior Analyst Finance & Planning Resume

  • Demonstrate ability to work in team environment and work collaboratively across matrix organization
  • Strong analytical, interpersonal, communication and time management abilities
  • Team player able to implement a good team spirit
  • Working knowledge of cost accounting, financial systems, and internal controls
  • Coordinating the Monthly Operating reviews with America Management from a Financial perspective
  • Recommending actions for Improvementn

Skills For Finance Planning Analyst Resume

  • Driving reductions in Cost of Poor Quality initiatives especially on Scrap & Warranty
  • Supporting the Line of Business to achieve Product Cost targets
  • Co-leading monthly close process with accounting team and supporting financial analysis and reporting
  • Flexible and capable of adapting to different ways of looking at and solving problems
  • Work with Cost Accounting team in the analysis of manufacturing variances and with the relevant business areas to address recurring issues

Skills For MBA Finance & Planning Analyst Intern Resume

  • Provide monthly performance analysis, stewardship reporting, variance analysis of the Upgrading assets
  • Graduation in Economy, Administration or Engineering Ongoing
  • Comfortable and confident in working with sales, operations, finance, and accounting teams
  • Annual Operating Plan & Monthly/Quarterly Forecasting
  • Produce the daily input/ output/ backlog report, making improvements where necessary, including potential transition to Power BI

Skills For Finance Planning & Project Analyst Resume

  • Identify cost savings opportunities and work with Upgrading business contacts to assemble opportunities identified via the value capture process
  • Manage operating expenses against established budgets
  • Preference for completion of, or working toward, your Chartered Professional Accountant (CPA) designation
  • Some travel (5% to 10%) to Denver or Mississauga is required
  • Manage market’s cost centers, account creation and liase with BSC for these matters

Skills For Project Finance Planning Analyst Resume

  • To comply with the Standards of Business Conduct and work within the context of all Company’s policies & procedures
  • Polytechnic Diploma or equivalent
  • Adaptable to constant change in scope and responsibilities of the role
  • Able to review and make suggestions to business processes with a focus on continuous improvement
  • Be the recognized expert for deep technical knowledge and to manage demand from the business for analytics requests
  • Business Acumen – ID business drivers based on overall objectives, translate into quantitative measures, evaluate consistency with budgets and strategic plans
  • Proactively challenge business partners and leadership on resource allocation -expenses, business cases, investment proposals, etc. – and recommend alternatives
  • Actively think and communicate in context of various scenarios. Flexible and adaptive, ability to take new perspectives on existing solutions
  • Courage to challenge current practice and suggest new ways of working, value-added ideas/ approaches

Skills For Senior Finance Planning Analyst Resume

  • Serves as a key member of the Finance, Planning and Analysis team in Eller College of Management Administration
  • Understand and interpret internal/external business issues and recommend best practice solutions to drive improvements
  • Work in a team based environment and to interface with employees at all levels
  • Summarize data and extract a concise message for presentation and discussion purposes
  • Able to lead and steward toward deadlines, with a continuous improvement mindset to look beyond the role description and contribute where needed
  • Able to work under time & budget pressure
  • Eye for detail with the ability to remain focused on the “big picture”

Skills For Senior Finance & Planning Analyst Resume

  • Review with Corporate Accounting month end close process. Verify that all entries are recorded accurately and timely for specific areas. Liaison with other finance areas as needed that pertains to divisions. (15%)
  • Performs a number of highly technical functions including advanced fiscal analysis and monitoring, financial modeling, projections, financial planning, management information and report development, and business process improvement for the College
  • Leading finance project as required at affiliate level
  • Partnering with operation team to provide performance measurement
  • Supports the College in establishing a comprehensive data driven information support infrastructure for financial management and management decision support

Skills For Aiesec Internship Finance Planning Resume

  • Responsible for developing and tracking financial and budget activity, performing analysis, interpreting, and making recommendations on a broad range of financial and operating issues
  • Strong working knowledge of enterprise wide systems with preference for higher education
  • Extracts data and information from data warehouses, developing complex database, analysis, statistical and projection modeling
  • Identifies and implements process improvements through information and technology integration for improved customer support and resource efficiencies
  • Serves on committees and project teams as assigned
  • Work independently, with stated objectives and only general guidance and oversight
  • Ensuring the Site meets all Honeywell and statutory business control requirements, in co-ordination with the Country / Regional Controllers, and Regional Finance team

Skills For Uk&I Finance & Planning Analyst Resume

  • Effective working with Leadership to develop and ensure a clear path to achieve productivity & working capital targets
  • Strong & relevant financial analysis and reports driving continuous improvement
  • Demonstrable analytical work with solid accounting knowledge
  • Active participation in Honeywell Operation System (HOS) activities, Monthly Operating Reviews and issue resolutions
  • Improved understanding of financial results in the Leadership Team
  • Preparation of operational and financial planning
  • Generation of monthly business review package and managing HQ finance expectation through deliverable

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