Financial Analysis Planning Resume Sample

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Caitlyn Jenkins
741 Grady Lodge,  San Francisco,  CA
+1 (555) 601 9063

Work Experience

Senior Analyst, Financial Analysis & Planning
12/2017 - PRESENT
Houston, TX
  • Financial management, financial assistant, and/or financial analyst experience
  • Position is responsible for preparing information to be reported to Service Functions and Area Executive management
  • Computer proficiency; be proficient or trainable in complex aspects of financial software packages, including Excel , Essbase, Hyperion, Business Objects, PowerPoint, Internet Explorer
  • Deliver clear presentations including defending positions on controversial topics, adapt style to continuously seek ‘win/win’ solutions
  • Complete monthly system updates
  • Prepare Department Operating overhead budgets for assigned Centers of Excellence (COEs) and provide detailed analysis of monthly performance and forecasts. Provide financial support as required to COE’s for special project development work
  • Identify, catalogue and monitor a contract’s financial requirements and commitments
  • Provide Overhead and Functional Business Management support to assigned Centers of Excellence (COEs)
Financial Planning & Analysis Consultant
07/2010 - 07/2017
San Francisco, CA
  • Rate "what if" exercises
  • Enhanced monthly reporting standardization and itemized data visibility
  • Overhead budget template and process improvements
  • Develops, maintains and looks to continuously improve detailed financial models which support the consolidated five year strategic plan and annual forecasts, incentive plan preparation and accrual calculations, projected debt covenant compliance, and what-if analysis
  • Assists in the preparation, review, and analysis of financial performance against consolidated plans/updates on a monthly basis for senior management and the Board of Directors
  • Generates monthly, quarterly, and annual cash flow reports, net debt schedules, and balance sheet analysis, including equity roll forward, reconciliation of underlying detail, and model maintenance
  • Assists in preparation of presentations to various outside agencies including banks, rating agencies and investors
  • Generates ad hoc reports and participates in various projects as required
Intern Financial Analysis & Planning
10/2004 - 02/2010
San Francisco, CA
  • Support COEs with annual budget requirements and Estimate at Completions (EACs) as required
  • COE monthly performance reporting - utilize standardize Hyperion and Oracle Business Intelligence Enterprise Edition (OBIEE) reporting for monthly performance reporting while continuing to look for additional reporting efficiencies with increased data visibility
  • Provide support to COEs Resource Planning/Staffing requirements utilizing Hyperion Planning reports and the Resource Planning Extract (RPE) database
  • Review preliminary month end actuals for proper booked cost, accruals and prepaid expenses and work with Accounting for adjusting entries as required
  • Provide financial support as required to COE’s for special project development work
  • Provide support to FP&A Management for various Special Projects, including but not limited to
  • Cost studies for rate improvement opportunities


Bluffton University
2000 - 2004
Bachelor's Degree in Accounting

Professional Skills

  • Experience with Microsoft Office Suite with proven focus on Excel
  • Experience in finance in a government contracting/government cost accounting environment
  • Strong working knowledge of Microsoft Office, including Excel, MS Word, and PowerPoint
  • Experience working within an FP&A function
  • Experience with Oracle ERP and Hyperion Planning
  • Experience in a similar role
  • Experience in the telecommunications industry. Knowledge ofbusiness and cost drivers, financial statement analysis, and deep-dive analysis

How to write Financial Analysis Planning Resume

Financial Analysis Planning role is responsible for reporting, security, retail, finance, training, integration, telecommunications, drivers, design, research.
To write great resume for financial analysis planning job, your resume must include:

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

Contact Information For Financial Analysis Planning Resume

The section contact information is important in your financial analysis 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 Financial Analysis Planning Resume

The section work experience is an essential part of your financial analysis 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 financial analysis 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 financial analysis planning position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Financial Analysis Planning resume experience can include:

  • Prepare Department Operating overhead budgets for assigned Centers of Excellence (COEs) and provide detailed analysis of monthly performance and forecasts. Provide financial support as required to COE’s for special project development work
  • Experience with Hyperion suite of products, namely Hyperion Financial Management and Hyperion Planning
  • Supports innovation and organizational change to improve effectiveness
  • Learning and understanding a broad range of Amazon’s top edge data resources and know how, when and which data sources to use
  • Prepare reporting’ views and models for analysis for each planning cycle (plan, forecast, MLP, revenue planning)
  • Prepare reporting’ views and models for analysis for each planning cycle (plan, forecast)

Education on a Financial Analysis Planning Resume

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

When listing skills on your financial analysis 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 financial analysis planning skills:

  • Demonstrate high level of Functional expense understanding leading to predictable financial outcomes
  • Develop new reporting formats and analytical tools with the Group consolidation system team, to drive improved financial insight and performance
  • Being an active part of a professional, dynamic and truly global team
  • Attend the monthly regional business performance reviews, driving closure of the resulting action plans with each region
  • Support in your professional development due to internal training sessions
  • Develop business cases used to determine overall profitability for product initiatives

List of Typical Experience For a Financial Analysis Planning Resume


Experience For Financial Planning & Analysis Consultant Resume

  • Identify root cause issues and develop plans to resolve
  • Develops and delivers professional presentations to all levels of leadership and organization governance
  • Communicates financial reports to senior managers with a consultative, informative approach to fulfill the need for financial follow up, business planning and business control within the organization
  • Reviews analyses of business initiatives, competitors, benchmark data, operational effectiveness, prospected mergers and acquisitions to guide business decisions, providing guidance on complex analyses
  • Communicates and presents data as needed
  • Conducts a complex analysis of key business and financial decisions

List of Typical Skills For a Financial Analysis Planning Resume


Skills For Financial Planning & Analysis Consultant Resume

  • Communicate effectively, both verbally and in writing, with various levels throughout the Company
  • Experience in financial modeling, financial statement analysis, and statistical analysis
  • Assist in consolidating and reporting company’s Capital & D&A Analysis
  • Coordinate budgeting, forecasting and long range financial planning cycles for IT
  • Presents monthly accounting close data, in addition to forecasting and budget activities to contribute to a better business awareness and resource planning

Skills For Analyst Central Financial Planning & Analysis EU Resume

  • Development and Ownership of Business Unit Financial modelling and reporting
  • Develop framework for developing expense optimization opportunities and maintaining accurate projections
  • Deliver headcount and expense analytics, reporting, and forecasting for the Markets business segments
  • Coordinate the running and enhancement of TM1 planning tool with enterprise FP&A
  • Drive P&L, Working Capital and Cash Conversion analysis across the globe
  • Prepare and present functional expense and P&L results to senior management focusing on key financial drivers of variance analysis against budget and outlook
  • Accountable for monthly functional expense forecasting process linked to business drivers
  • BA/BS with major or minor in Accounting or Finance

Skills For Financial Planning & Analysis Coordinator Resume

  • Work directly with all levels of functional management, finance, and accounting
  • He/she supports the design of the information strategy and the flawless reporting execution
  • Manage cross regional team supporting expenses for the Markets products
  • Help institute, monitor, and work with other business partners in implementing the Markets and Research internal expense allocation process
  • Bachelors in Finance and/or Accounting. Enrolled in MBA program

Skills For Financial Planning & Analysis Analyst Quartz & Ceramics Resume

  • Can be flexible moving from one project to the next
  • Lead efforts to enhance the timeliness and accuracy of the planning process
  • Works with service line leaders to create strategic and long range business plans; supports capital and operating budget development
  • Assist in the preparation of the monthly Business Operations Report and annual Forward Pricing Rate Proposal
  • Process focused with an understanding of end to end business processes and their financial impacts
  • Present business case results and recommendations to executive leadership (written and oral)
  • Internal interest groups (sports group, art group, charity group and many others)
  • Ensure that all internal monthly Actuals reporting, annual Budgeting and quarterly Forecasting is delivered in a timely and accurate way (P&L and Balance Sheet), balancing speed, efficiency and quality

Skills For Senior Analyst, Financial Analysis & Planning Resume

  • Deliver best in class financial information and analysis to both the DAN Board and Dentsu Inc. Finance team, providing timely, sound and clear financial analysis of current results and insights on impacts to future performance
  • Summarise the financial trends across businesses, geographies, brands and capabilities into Board level executive summaries
  • Identify and pursue actionable opportunities to improve the financial performance of the global business
  • Manage the Budgeting and Forecasting process, working in collaboration with regional Finance teams to ensure planning is realistic, balanced and action-orientated
  • Work closely with the Finance Transformation team to embed the Finance Operating Model, and develop end-to-end FP&A process improvements
  • Maintain a robust FP&A control environment that adheres to the DAN Group policies and embeds best practice across the business
  • Provide management with clear and concise analysis of financial information and recommendations to support business decisions
  • Prepare business cases, make recommendations and monitor performance
  • Responsible for annual functional business planning process. Providing expense expertise and knowledge to interlock the EMEA business plan into the global process

Skills For Financial Planning / Analysis Lead Resume

  • Drive EMEA Profitability through developing and creating a framework to track improvement initiatives
  • Prepare, present and review monthly results with Business Unit leaders focusing on key highlights obtained through detailed analysis
  • Partner with business unit leaders to understand, track and monitor resource alignment against customers and projects
  • Proactively identify cost optimisation opportunities to improve business performance
  • Knowledge of Kaiser Permanente’s systems and financial tools is highly desired
  • Streamline the data gathering process, support the identification and evaluation of process improvement opportunities, maximize efficiencies, and generate key reports in a timely manner
  • Financial Analysis: Ability to create advanced spreadsheets, explain variances to estimates, identify business risks and opportunities, and make appropriate recommendations
  • Forecasting: Knowledge of, and ability to apply, financial and forecasting procedures. This includes the ability to develop sound assumptions and produce relevant financial projections and models from those assumptions. Ability to identify and understand patterns and interconnectivity of relevant data in order to predict business performance

Skills For Head of Group Financial Planning & Analysis Resume

  • Control Environment: Understanding of internal controls, standards, and processes to ensure accuracy and consistency in data used for decision-making, internal/external reporting and communications
  • Basic Operating Systems: Knowledge of basic software and operating systems and all related aspects (e.g., system tools, software, hardware, related products and controls; TM1)
  • Support with creating/updating scenarios related to the Company’s Long Range Plan including ‘what-if’ scenario’s
  • He/she supports the EU logistics FP&A and controlling processes
  • He/she reviews the financials results and extrapolates insights for the Logistics LT

Skills For Director IT Financial Planning & Analysis Resume

  • He/she reviews and understand the Monthly financial performance and identify the business drivers behind
  • He/she plays an instrumental role in the monthly forecasting and in the annual Business Planning process. In this context, he manages the connection with the Country and Rotterdam Central teams
  • He/she connects with the various Finance teams to ensure and effective EtE management of the ABC & transfer price communication processes
  • In collaboration with the Operations and Finance team, he/she ensures a smooth and efficient run of month end cycles
  • He/she supports the finance manager FP&A for any ad hoc projects and analysis

Skills For Markets Financial Planning & Analysis Group Manager for Expenses Resume

  • Provide insights and actionable recommendations to senior management based on competitors’ strategies and product innovations
  • Manage relationship with functions which charge Markets or otherwise influence their expense base
  • Dynamically managing a P&L ‘to target’, including identification of risks and opportunities, implementation of cost controls and provision of meaningful commentaries and analysis
  • Evaluate all financial planning results for reasonableness and completeness, and prepare recommendations for program office submissions
  • Significant interface with IAPS leadership (co-located with the business president’s office and CFO
  • Provide FP&A support for the CIO and IT CFO

Skills For Lead Financial Planning & Analysis Resume

  • Work with IT strategic services to develop the financial story for the CIO and IT CFO to share with Kaiser Permanente senior leadership
  • Partner with Medical Center Operations Leadership on financial matters
  • Takes action to achieve measurable results
  • Responsible for all aspects of business planning and financial performance for assigned service lines, to include but not limited to staying abreast of emerging industry trends and legislation
  • Partners with service line leadership to develop strategies and tactics for financial performance improvement; to include financial goal development based on organizational targets and external benchmarks
  • Experience: 5 years relevant experience
  • Willingly adapts to organizational change and models commitment to professional development and continuous improvement

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