VP Financial Planning Resume Sample

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Cora Hermiston
286 Adrian Bridge,  San Francisco, CA
+1 (555) 241 3319

Work Experience

VP, Financial Planning & Analysis
04/2018 - PRESENT
Detroit, MI
  • Oversee weekly update of the financial forecast and reporting package
  • Develop and lead rolling 12-month budget process including directing and driving planning templates, calendars and timelines. Synthesize input from all clients of the business strategy to deliver a financial budget
  • Coordinate monthly, quarterly and YTD variance to budget, forecast and LY financial statement analysis. Identify opportunities and risks along with action plans to ensure attainment of financial goals
  • Ensure data and analytical support is available for senior management team to review and update the monthly/weekly forecasting process and analysis, the annual budget, and the multi-year strategic plan
  • Define a broad array of financial performance metrics aimed at delivering shareholder value creation; manage related reporting/report development, and distribution of these
  • Develop analytical tools, financial models and reports for evaluating, tracking and reporting on strategic initiatives
  • Prepare Board-level reports of strategic plan, budget, forecast and other key metrics
  • Develop ad hoc data and analysis requests for key business functions, particularly Store Operations, Supply Chain and Merchandising to identify key drivers and business trends
  • Lead company’s implementation of enhanced financial planning toolset
VP Financial Planning & Analysis
11/2011 - 12/2017
Detroit, MI
  • Highly influence the enterprise-wide planning processes, systems priorities, and strategic initiatives; help CFO and CEO ensure attainment of multi-year goals that have a direct financial impact on the bottom line
  • Supervise two Directors, one responsible for the Planning areas, and another responsible for Sales and Store performance reporting and analytics
  • Excellent analytical and financial modeling skills in support of investment analysis and other initiative evaluations
  • Ten or more years of relevant finance experience, preferably including both corporate and operational finance experience
  • Develop, implement, and review and recommend revisions to a 1 - 2 year plan including: vision, mission, values, strategic positioning, sales and service, operational and resource plans, ensuring an optimal allocation of resources to develop the local Investment Solutions network
  • Establish goals, plans and assignments for each subordinate to achieve the plan
  • Assess both the competition and market opportunities on a regular basis to identify strengths, opportunities, weaknesses, and threats and create plans to address. Make recommendations to the District Executive and participate in Divisional planning process as appropriate
Assistant VP-financial Planning & Analysis
12/2005 - 06/2011
San Francisco, CA
  • Review progress to plans, and develop, communicate, delegate and actively participate in the implementation of actions necessary to correct internal and external issues affecting the ability of the District Investment Solutions Network to meet annual business plan goals. Escalate significant issues to the District Executive
  • Determine and deploy equipment, processes and human resources, and optimize the allocation of resources within the District Investment Solutions Network
  • Provide support to each other as required (co-ordinate day to day operations)
  • Hold/attend joint meetings to keep each other informed on pertinent issues, as appropriate
  • Provide/request information in a timely manner
  • Discuss/plan Human Resource strategies for local market
  • Collaborate on development and implementation of Area market plan
  • Jointly review progress against business objectives and profitability, and seek input with respect to corrective action plans


Fairleigh Dickinson University - Metropolitan Campus
2000 - 2005
Bachelor's Degree in Finance

Professional Skills

  • Strong people leadership skills evidenced by a proven track record of attracting, engaging, developing and retaining a diverse team
  • Demonstrated time-management and multi-tasking skills coupled with a keen ability to prioritize assignment
  • Strong planning and analytical skills demonstrated in navigating a complex environment
  • Advanced Microsoft Excel skills required. Access and Lawson skills desirable
  • Complex analytical, computer & data modeling and problem solving skills with proven ability to exercise sound judgment in a variety of situations
  • Strong operating and management skills; the ability to influence company operations beyond the finance function
  • Strong management and supervisory skills with the ability to mentor and roll up sleeves

How to write VP Financial Planning Resume

VP Financial Planning role is responsible for analytical, financial, leadership, excel, business, modeling, reporting, planning, analysis, finance.
To write great resume for vp financial planning job, your resume must include:

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

Contact Information For VP Financial Planning Resume

The section contact information is important in your vp financial 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 VP Financial Planning Resume

The section work experience is an essential part of your vp financial 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 vp financial 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 vp financial planning position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative VP Financial Planning resume experience can include:

  • Solid project management skills, from initial idea through execution. This includes: effective delegation, timely deadline management; effective prioritization
  • Expert level financial analysis skills with prior experience designing and facilitating FP&A deliverables
  • Create highly professional and effective presentations for senior leadership and demonstrated experience presenting information at all levels
  • Possesses excellent written communication skills, with the ability to craft powerful and engaging messages
  • Demonstrated ability to establish positive relationships and work effectively with all internal and external constituencies
  • Demonstrated ability to work with all levels of employees to resolve issues effectively and in a timely manner

Education on a VP Financial Planning Resume

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

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

  • Strong Analytical Ability: Strong financial skills to guide decision making
  • Keen analytical skills and a proven ability to develop effective financial analysis
  • Proven track record of delivering on commitments, developing great teams and working closely and effectively with peers outside of the Finance group
  • Solid understanding and demonstrated experience managing strategic and operational planning activities
  • Excellent strategic thinking and planning skills to provide authoritative advice and recommendations to support a best in class financial culture
  • Effective presentation skills, demonstrating a commanding and mature presence and the ability to present complex material tailored to the audience

List of Typical Experience For a VP Financial Planning Resume


Experience For VP, Financial Planning & Analysis Resume

  • Demonstrated experience in financial leadership, management, and strategic thinking
  • Develop and lead the FP&A team, including providing regular coaching, delegating work effectively, and hiring as necessary
  • Assist with special financial and business-related analysis and cooperate with other departments in preparing analyses
  • Strategic and proactive senior management experience, preferably for a publicly traded company
  • Distribution industry experience helpful
  • Leading the financial planning,annual budgeting and monthly forecasting processes to ensure accurate and timely projections for NAT
  • Outstanding financial acumen and advanced aptitude in problem solving, including the ability to logically structure an appropriate analytical framework
  • Working with business leaders, develops and enhances business analytics to support new and existing business initiatives
  • Planning the work and determining the appropriate work techniques

Experience For VP Financial Planning & Analysis Resume

  • Driving, creating and maintaining accurate P&L
  • Developing and maintaining business and financial models to support decision-making processes
  • Develops reporting and analysis to support the long-range planning process and cash flow forecasting
  • Organize financial benchmarking, including executive reporting of key performance indicators
  • Develop and manage standardized monthly, quarterly and annual cycles around budgeting , forecasting and reporting
  • Develop a company-wide planning/forecasting/performance reporting system

Experience For Assistant VP-financial Planning & Analysis Resume

  • Monitor, track and drive analytics supporting Leadership with understanding risks, opportunities for optimal business decision making
  • Lead budget and target-setting processes, including monthly forecasts and key performance monitoring
  • Provides primary analytical and reporting support to Operations, Marketing and the Innovation group, as well as planning activities for the Home Office
  • Leads Avnet’s budgeting, forecasting, analysis and management reporting processes
  • Develops reporting solutions to support monthly forecasting and the annual budget process
  • Evaluates the adequacy of financial planning and reporting tools, and recommends ways to improve data quality and timeliness
  • Responsible for the development, maintenance, and improvement of Hyperion Planning, Hyperion Financial Management and/or other financial reporting tools

Experience For Director / VP Financial Planning & Analysis Resume

  • Partners with the external financial reporting team to ensure consistent GAAP reporting and the accuracy of source reports for external filings
  • Lead the development, monitoring and reporting of key operational metrics and drive process change across the organization
  • Direct the preparation of clear, metric-based, financial plans, including annual budgets, rolling-forecasts, long range plans, and related updates
  • Provide earnings call support including schedule control, compiling data and Q&A
  • Manage budgeting & forecasting process on a monthly and annual basis
  • Provide financial justification for new products, operating models and technology solutions relating to the business

Experience For VP, Financial Planning & Analysis, Ad Sales Resume

  • Assist the President and CFO with long term financial projections, strategic planning, capital budgeting
  • Lead ad-Hoc Reporting and Analysis; Monthly, Quarterly and Annual Financial reports including annual strategic plan
  • Partner with HR and department leaders in building and managing headcount plans
  • Lead the development of key operational metrics and reporting; assist with formulating goals
  • Prepare concise information regarding Relativity’s performance; assist in presenting results and findings to monthly/quarterly leadership

Experience For VP, Financial Planning & Analysis, Retail Resume

  • Plans, directs, and leads long range financial planning, including strategic growth initiatives for RRGB
  • Develop a deep understanding of home building markets, customers, and products for budget and forecast processes
  • Manage the company’s cash on a daily basis including short-term and long-term forecasting
  • Develops business glossary to ensure consistency of reporting standards and metric definitions
  • Develops documented policies and procedures to maintain consistent impactful reporting
  • Lead development of business intelligence, key performance monitoring tools and department level key metric dashboards
  • Work closely with the executive team to develop annual budgets and operational analysis and reporting

Experience For VP, Financial Planning & Analysis, Pfs Resume

  • Prepare the multi-year strategic financial plan in consultation with Operating Group Business Manager and ICF’s Strategy department
  • Update the company’s senior management by providing analysis of weekly performance metrics across the various enterprise activities
  • Partner with executive leaders to create analytical insights and provide critical reporting requirements
  • Track the pacing and performance of investments and identify potential risks and opportunities
  • Strategic analysis and planning – own the financial model and keep updated with latest actual and plan information

Experience For Senior VP, Financial Planning & Analysis Resume

  • Educate management on critical metrics through regular reporting and analysis; develop new metrics
  • Manage relationships with ongoing projects within and outside of the finance group
  • Monitor and analyze monthly operating results against budget and forecast
  • Support all external financial reporting and compliance requirements
  • Implement and work with enterprise forecasting tools and dashboard reports

Experience For Regional VP, Financial Planning, Pacific Resume

  • Oversee the Sales Commission function to include monitoring and development of commission plans and payments
  • Leads annual sales commission planning process with the channel and finance leads
  • Coordinates expense budgeting with department heads
  • Coordinates loss budgeting with Decision Science management
  • Partner with department heads and their staff to prepare and analyze revenue and expenses for rolling forecasts, as well as capital expenditures
  • Evaluate operating results and provide analysis
  • Leads the development of the 5-year strategic plan, annual plans, and the Balanced Scorecard; establishing performance expectations for the organization

Experience For Group VP, Financial Planning & Analysis Resume

  • Builds commitment to key stakeholders by championing best in class financial models
  • Partner with other Disney Streaming Services finance teams to improve processes and pursue strategic initiatives across the portfolio
  • Perform ad hoc analytics on large/diverse datasets using various tools and techniques
  • Lead communication of monthly internal and external financial results, including analyses of forecast performance
  • Provide market insights including financial trends, shareholder concerns and competitor actions
  • Develop capital allocation strategy with the input of the VP of Finance & Accounting and be able to execute on that strategy
  • Manage effort to remain in compliance with all existing and future debt agreements
  • Recruits, develops, manages, trains, and inspires a team of financial analysts
  • Responsible for the preparation of all internal financial reporting. Develops and produces comprehensive monthly management reporting that creates a clear view of periodic performance in support of financial goals

List of Typical Skills For a VP Financial Planning Resume


Skills For VP, Financial Planning & Analysis Resume

  • Strong analytical, problem-solving, planning, communication and processing skills
  • Exceptional analytical skills coupled with a solid understanding of business dynamics
  • Plan, prioritize, and manage programs, projects, and budgets to meet timelines and utilize resources effectively
  • Possess excellent analytical, communication, decision making, interpersonal and organizational skills
  • Strong communication and presentation skills, confident with graphical and statistical materials, written analysis and verbal presentations
  • Outstanding self-management skills

Skills For VP Financial Planning & Analysis Resume

  • Demonstrated experience successfully implementing and enhancing financial planning processes in a growing organization
  • Exceptional analytical and problem-solving skills. Ability to translate data and financial information into strategies to drive business results
  • Has exceptional analytical, problem-solving and project-management skills
  • Multiple geography experience and experience of working within a centralized Finance model
  • Strong, demonstrated leadership and coaching abilities
  • Superior oral and written communication skills, oriented towards detail, thoroughness and accuracy
  • Effectively interpret performance and financial data

Skills For Assistant VP-financial Planning & Analysis Resume

  • Leadership experience that includes staff management experience
  • Team player with exceptional analytical ability, problem solving skills, and technological aptitude
  • Demonstrated experience using Excel to build and maintain complex financial models as well as perform financial and data analysis
  • Expert Excel and Hyperion Enterprise and Planning system (or related) skills
  • Ensures the highest level of engagement, effectiveness and continued skill development of the Finance team
  • Demonstrated ability to develop effective internal and external relationships across divisional and geographic boundaries in pursuit of corporate goals

Skills For Director / VP Financial Planning & Analysis Resume

  • Proven experience managing and developing an organization or team through change in process
  • Proven leadership and ability, as well as strength in building and maintaining strong internal partnerships
  • Develop robust and collaborative relationships at all levels and demonstrates strong influencing competence
  • Very strong drive, dedication and work ethic with a strong focus on customer success
  • Has extensive experience developing and executing financial planning, budgeting, and forecasting processes in complex, global organizations

Skills For VP, Financial Planning & Analysis, Ad Sales Resume

  • Exercise effective decision-making and problem-solving
  • Experience in public and or private industry accounting with emphasis on financial reporting (internal and external)
  • Experience in Financial Planning role within Merchant Acquiring or Payments Industry
  • Experience in developing and maintaining sales commission plans
  • Experience with financial reporting, FP&A, or financial systems

Skills For VP, Financial Planning & Analysis, Retail Resume

  • Strong knowledge of accounting and GAAP
  • Experience operating in a global environment (multi-national, multi-cultural, FX)
  • Experience managing large teams and cross-functional stakeholders / projects
  • Deliver timely, accurate, and effective analysis and reporting of financial and operational performance metrics
  • Personally demonstrate and lead Topgolf’s Core Values: Fun, One Team, Excellence, Edgy Spirit, and Caring

Skills For VP, Financial Planning & Analysis, Pfs Resume

  • Financial experience in an operational, strategic, or consulting capacity
  • Excellent ability to execute results-based management
  • Develop an effective District Investment Solutions Network sales and service environment that provides consistently superior service to customers
  • Strong conceptual thinking, with the ability to innovate solutions that are practical and efficient
  • Has 5+ years of relevant experience in a global, director-level role or above
  • Passion for leadership and several years of successful leadership experience

Skills For Senior VP, Financial Planning & Analysis Resume

  • Experience with Business Intelligence application
  • Solid knowledge of all MS Office Products with high proficiency in Excel and PowerPoint
  • Strong emotional intelligence and enjoys being at the center of a fast paced organization
  • Effective management principles, practices, and supervision techniques
  • Proven ability to identify and solve problems independently
  • Handle projects with multiple workstreams, with proven leadership success over a wide variety of product business problems
  • Experience developing financial analyses for programs from clinical development through launch and commercialization
  • Experience with mid to large revenue companies of at least 200m+ annual revenue is required

Skills For Regional VP, Financial Planning, Pacific Resume

  • Develop valuation and performance metrics to value and prioritize significant content investments
  • FP&A experience (leading, budgeting, and finance processing)
  • Experience providing critical input, regarding the operational and financial performance of the company, including recommendations for action
  • Finance experience, with 5+ years in FP&A function. Deep knowledge of business and finance
  • Proven leadership qualities in partnering with internal and external stakeholders as well as developing and managing a team

Skills For Group VP, Financial Planning & Analysis Resume

  • Innovation and creative thinking and strong thought leadership and decision-making capability
  • Strong strategic agility and capability as well as ability to drive operational excellence - Ability and inclination to roll up sleeves and dig in
  • Supervisory experience in financial analysis, strategy or related field
  • Demonstrated ability to roll-up sleeves and work with team members in a hands-on leadership capacity
  • Working knowledge of planning, forecasting, and reporting systems; Oracle/JDE/ERP systems; and Hyperion/Business Intelligence systems
  • Leading annual planning cycle
  • Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling & Reporting tools and hierarchies
  • Primary FP&A expert and leader, overseeing all OpCo budgeting, planning and forecasting procedures for a global business with revenues above $4B

List of Typical Responsibilities For a VP Financial Planning Resume


Responsibilities For VP, Financial Planning & Analysis Resume

  • Work in collaboration with the systems teams, business intelligence and management to develop and enhance VIMN’s analytical tools and processes
  • Lead deliverables for all planning and forecasting cycles (monthly and quarterly forecasts, long range plan and budgets) ensuring accurate and timely reporting to the operator and business unit CFO, as well as divisional CFO
  • Provide financial guidance to the division leadership to assist in its strategic and tactical goals
  • Participate in operational reviews with NBCUniversal senior management
  • Identify and highlight business risks and opportunities
  • Work closely with CFO to assess overall financial trends and develop appropriate financial action plans

Responsibilities For VP Financial Planning & Analysis Resume

  • Lead in the development and execution of the Company’s financial planning process including annual plans, monthly and quarterly forecasts, as well as its long-range financial plans in close partnership with the financial leadership team
  • Oversee the review and analysis of monthly, quarterly and annual financial performance of the business to determine key drivers impacting the Company’s performance
  • Prepare presentations for the Company’s Board of Directors
  • Excellent people management, leadership and development skills coupled with the ability to adjust to multiple demands, shifting priorities and rapid changes are essential
  • Establish and manage the company’s five year business plan
  • Develop and maintain annual plan (budget) including the quarterly forecast requirements, schedule, instructions, and guidance to both Operating Groups and Corporate Organizations
  • Manage timely and accurate completion of consolidated financial plans and quarterly forecasts. Summarize the consolidated annual plan, evaluate, make recommendations, and present consolidated results for management review
  • Monitor and track actual versus plan/forecast results

Responsibilities For Assistant VP-financial Planning & Analysis Resume

  • Guide development of the Company’s annual operating plan, long-term plan, and monthly financial forecasts; identify and secure consensus regarding key assumptions
  • Extensive (10+ years’) experience as a finance executive/professional in a financial, budgeting and planning & analysis role within a dynamic, fast-paced, working environment
  • Provide financial and strategic support to senior management including preparing board presentations, financial presentations and cash flow analysis
  • Spearhead the Company’s financial quarterly reforecast, annual budgeting process and operating plan variance analysis
  • Provide weekly and as-needed financial performance updates to drive business decisions

Responsibilities For Director / VP Financial Planning & Analysis Resume

  • Responsible for setting the planning cycle for the entire company, maintaining the systems that support this cycle and managing the deliverables from each of the operating groups
  • Play a crucial role in earnings release preparation by providing short-term and long-term guidance to Investor Relations and reviewing draft release materials as a member of the Disclosure Committee
  • Oversee all aspects of the financial planning and analysis organization and partner with the management team, both regional and corporate, to provide value-added insight into the business
  • Lead the company's annual budgeting and planning process which shall include establishing budget tools, setting timelines and acting as lead project manager for the budgeting process ensuring all budgets are accurate, comprehensive and completed on time
  • SAP and Hyperion system experience
  • Assists with the Company’s acquisition strategy, including supporting financial modeling and accounting due diligence
  • Prepare and be responsible for developing and updating a rolling twelve month cash forecast
  • Develop and implement financial reporting and control systems to support Business Finance in accordance with the company’s guidelines and financial policy

Responsibilities For VP, Financial Planning & Analysis, Ad Sales Resume

  • Ensures metrics and reporting of key financial results across all TAA BU’s is aligned with WK Policy and reporting requirements; coordinate with all Corporate & BU finance leaders that all new measures are communicated, tracked and reported efficiently and effectively across the Division
  • Significant retail experience, preferably across multiple channels of business/concepts
  • Demonstrated history of accomplishments
  • Be resourceful, creative and time sensitive when face with multiple projects or challenging deadlines
  • Strong team player, able to be highly effective in a relationship-driven environment, and performance oriented culture, possessing a strong work ethic and drive for results
  • Sound judgment with the ability to present recommendations with clarity and conviction and to make decisions to serve the business objectives
  • Partner with leadership to drive strategic recommendations and decision-making around business strategy, programming, production, distribution and digital platforms
  • Analyze all aspects of operations, structure, and spending patterns to help identify opportunities with the goal of maximizing operational efficiency
  • Partner with other BAMTECH finance teams to improve processes and pursue strategic initiatives across the portfolio

Responsibilities For VP, Financial Planning & Analysis, Retail Resume

  • Develop and lead business analyses and the presentation of analyses to executives
  • Support systems development and improved analytics
  • Conducting actionable data analytics on critical projects and investments such as new product innovation, sales initiatives, financial and capital structure, including assessment in financial markets and performance anticipating multi-year value creation per our sponsors
  • Driving capabilities for NAT, including front-end user tools and capability of our teams as well as partnering with technology on back-end platforms and processes
  • Designing and deploying best-in-class financial planning and business intelligence processes, systems, and tools to create a highly efficient, effective, and scalable FP&A function
  • Proactively drive significant ad-hoc projects and analysis of key business issues illuminating introspection
  • Driving mid and long-term pricing strategy and tactics adapting for potential changes in market environment and competition. Evaluating and recommending pricing models for new and existing products, where warranted
  • Ensure strong business partnering with key internal customers

Responsibilities For VP, Financial Planning & Analysis, Pfs Resume

  • Meticulous attention to detail, organization and prioritization with a high level of integrity and principles that embrace transparency
  • Experience leading the FP&A function
  • Experience supporting business analysis
  • Work with senior management, evaluate and prioritize projects
  • Finance experience in the SaaS industry

Responsibilities For Senior VP, Financial Planning & Analysis Resume

  • Plan, lead, and manage the ongoing evaluation of the Business Unit’s financial performance
  • Lead the Company's core financial process including annual plans, quarterly and interim forecasts
  • Recruit, train and develop exceptional analytical capabilities in others both inside the department and across the company
  • Strong communication skills with the ability to constructively explain business challenges to non-financial people as well as to effectively work cross-functionally with a variety of shareholders at multiple levels
  • Experience developing, implementing and maintaining short, mid and long-term planning and forecasting models

Responsibilities For Regional VP, Financial Planning, Pacific Resume

  • A history of driving an efficient, effective and comprehensive process for developing financial plans and budgets that link to key corporate objectives, ensuring that all budgets and forecasts are accurate, comprehensive and completed on time
  • Creativity, flexibility and an entrepreneurial mindset to the solution of business issues; sound business judgment
  • The ability to keep teams on track and consistently meet and exceed deadlines
  • Develop and recommend actions to achieve the financial objectives
  • Provide strategic consultation and guidance to senior management on financial issues, evaluate business proposals, and make recommendations for optimizing the financial impact of business initiatives

Responsibilities For Group VP, Financial Planning & Analysis Resume

  • Plan, lead, coordinate, and manage the budgeting and forecasting activities
  • Develop in-depth financial analysis for trends in revenue, cost, pricing and profitability across channels and customers
  • High level of organizational astuteness, professionalism, executive presence and poise
  • Develop and articulate general strategies and detailed operational plans
  • Experience managing cross-functional projects and ability to plan and facilitate effective. meetings; demonstrated leadership skills in team and/or group settings

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