Top Finance Planning Manager Skills

Below we've compiled a list of the most important skills for a Finance Planning Manager. We ranked the top skills based on the percentage of Finance Planning Manager resumes they appeared on. For example, 26.3% of Finance Planning Manager resumes contained Financial Performance as a skill. Let's find out what skills a Finance Planning Manager actually needs in order to be successful in the workplace.

The six most common skills found on Finance Planning Manager resumes in 2020. Read below to see the full list.

1. Financial Performance

high Demand
Here's how Financial Performance is used in Finance Planning Manager jobs:
  • Provide budget/forecast, business analysis, financial performance and profitability modeling and reporting for key areas of cost and revenue achievement.
  • Provided strategic key financial performance indicators that increased profitability & improved focus on initiatives which resulted in increased market share.
  • Analyzed financial results, researched variances, and advised senior management of corrective actions needed to improve financial performance.
  • Developed, managed and produced key indicator and financial performance reports for corporate and investor reporting requirements.
  • Researched and prepared detailed analysis of financial performance for presentation to board of directors and senior executives.
  • Reviewed financial performance against history, budget, forecast and competitors and analyzed investment opportunities.
  • Received Corporate 5-Star Award for developing division's first integrated engineering/financial performance model.
  • Develop and monitor business processes to improve operational and financial performance.
  • Monitored monthly and year-to-date financial performance in comparison to annual budgets.
  • Tracked financial performance against yearly strategic and quarterly tactical plans.
  • Communicated actual financial performance internally and to Corporate.
  • Managed financial performance of two retail locations.
  • Developed business and financial performance reports for senior management with various scenarios (monthly, quarterly and yearly).
  • Worked with business segment leaders and members on a daily basis to maintain accurate forecasts and optimize financial performance.
  • Championed analysis of financial performance to consult on special projects, new products, channels and partners.
  • Researched and quantified the impact of competitors' $4 Prescription program on CVS financial performance.
  • Report monthly financial performance to plan, prepare quarterly financial forecast updates to LROP.
  • Provided objective and insightful analysis on the financial performance of the North America business.
  • Complete complex variance reconciliations or bridges to explain key drivers of financial performance.
  • Position eventually eliminated due to company's poor financial performance in 2012.

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2. Financial Statements

high Demand
Here's how Financial Statements is used in Finance Planning Manager jobs:
  • Assist the Corporate Controller in the preparation of annual financial statements and periodic regulatory financial reporting and balance sheet account reconciliations.
  • Developed effective metrics to measure division performance and compiled consolidated financial statements of all divisions within the Americas region.
  • Collected, recorded and consolidated quarterly financial statements used by management for planning and control.
  • Reviewed financial statements for Director cost centers, posted revisions and prepared variance analysis.
  • Prepared and analyzed financial statements and conducted month end reconciliations and stock valuation.
  • Spearheaded the internal preparation of annual financial statements, providing substantial cost savings.
  • Managed month-end close ensuring accurate revenue recognition and financial statements and timely analysis.
  • Prepared, analyzed and presented monthly financial statements to company executives.
  • Maintained inventory obsolescence reserve for proper financial statements value.
  • Prepared monthly consolidated financial statements for 14 divisions.
  • Developed useful financial statements and internal reports.
  • Prepared and reviewed monthly financial statements.
  • Developed new MS Excel-based tool for preparing these financial statements, as wells as for analyzing actual-to-forecast variances.
  • Reviewed licensing agreements and financial statements during the due diligence phase of a proposed acquisition of a competitor.
  • Prepared all Division Financial statements for Corporate including Income Statement, Cash Flow Statement and Balance Sheet Statements.
  • Prepared, coordinated and filed quarterly 10-Q and annual 10-K financial statements with the SEC.
  • Create and validate forecasts, financial statements, and cash flows for all US divisions.
  • Oversee the financial statements and review with accounting to ensure accurate period end results.
  • Prepared and reviewed financial statements for four facilities, one located in Canada.
  • Prepared and closed monthly/annual financial statements, review and reconcile balance sheet.

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3. Business Units

high Demand
Here's how Business Units is used in Finance Planning Manager jobs:
  • Converted financial operations to new general ledger system and standardized chart of accounts for consistent financial reporting for multiple business units.
  • Ensured World Vision Haiti business units comply with Global Center financial reporting requirements such as financial reporting calendar dates and protocols.
  • Developed, monitored and reported on yearly staffing and budget allocations for various business units in the Customer Administrative Center.
  • Support Global Shared Services tactical and strategic initiatives and coach global business units in consistent reporting and taxonomy structures.
  • Implemented Plan and Forecasting strategies for transition from regions to business units while meeting all ongoing information requirements.
  • Created and implemented management reports by business units for senior executive management which facilitated improved decision-making.
  • Negotiated and facilitated plan execution with operational and strategic leadership across multiple business units globally.
  • Presented results to business units and Senior Management.
  • Planned 3-year expectation with 13 business units and quarterly projections and assessed risks & opportunities for business to achieve company-wide commitment.
  • Improved budget and long range planning process by cutting the preparation and consolidation time by 7 days for 6 business units.
  • Company used both a divisional and geographic reporting structure with four core businesses and about a dozen strategic business units.
  • Restructured the Operations indirect rate structure from SAIC Company pools to Business Units specific labor pools to meet DCAA requirements.
  • Partnered with Senior Finance Controllers and Vice Presidents of 4 business units to finalize forecasts based on strategic direction.
  • Provided decision support to business units resulting in improved understanding of value drivers and methods to expand margin.
  • Collaborate with business units, product areas, and IT to maintain and implement correct new asset logic.
  • Led global integration efforts to ensure smooth migration of business units to a new Oracle Chart of Accounts.
  • Managed a team of 10 resources responsible for Accenture's forecasting and planning applications across all business units.
  • Provide analysis insight, context and perspective to support the assigned business units and the senior management team.
  • Follow the strategic plan percentage of completion and status of objectives achieved in the different business units.
  • Handled day-to-day cash management for all business units, short term investment management, and banking relations.

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4. Business Development

high Demand
Here's how Business Development is used in Finance Planning Manager jobs:
  • Managed $60 million annual budgetary spend for Engineering, Product Portfolio, Business Development, and Product Software organization.
  • Sketched out the company's Business Development plan and strategically allocated resources for maximum profits and cost benefits.
  • Played a key role in business development, budgeting, estimating profitability, and project planning.
  • Aided business development staff by creating optimal acquisition and pro forma models.
  • Provided financial support for New Business Development at Hasbro including analyzing new opportunities, creating proforma models and developing business plans.
  • Develop, expand, and maintain satisfactory relationships among customers, operations and third-party vendors; Extensive consumer face-to-face business development.

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5. Variance Analysis

high Demand
Here's how Variance Analysis is used in Finance Planning Manager jobs:
  • Created automated executive level financial reporting and variance analysis and introducing probability techniques for new business and unfunded revenue projections.
  • Facilitated key stakeholder planning activities by conducting monthly/quarterly/annual financial performance reviews including variance analysis to budget and forecast.
  • Prepared monthly and quarterly Senior Management reports reflecting both historical trends and forward-looking impact and variance analysis.
  • Performed variance analysis and communicated results, improving understanding of how operational decisions affect the bottom line.
  • Determined metrics and methodologies for inventory variance analysis, POS data valuation and SOX compliance documentation.
  • Emphasized company goals on profit generation, expense control and production efficiency with variance analysis.
  • Managed ongoing analysis projects including modeling, forecasting, and variance analysis and budgeting.
  • Perform variance analysis and reporting to drive financial accountability with cost center owners.
  • Developed budgeting and variance analysis tools to enhance visibility and timely course corrections.
  • Conducted cost analysis, inventory valuation update and budget to actual variance analysis.
  • Coordinated annual planning/forecast updates, target setting, internal reporting and variance analysis.
  • Reconciled general ledger to forecast and provided variance analysis to investigate exceptions.
  • Complete monthly and quarterly variance analysis providing detailed written explanations as needed.
  • Generated periodic Profit & Loss Forecasts with detailed variance analysis.
  • Performed monthly variance analysis, budget preparation, and forecasting.
  • Summarized and present monthly financial results and variance analysis.
  • Developed process for standardized operating profit variance analysis.
  • General monthly financial reporting and variance analysis duties.
  • Provided monthly variance analysis and recommendations to management.
  • Performed variance analysis including GP margin analysis.

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6. Balance Sheet

high Demand
Here's how Balance Sheet is used in Finance Planning Manager jobs:
  • Provided financial support and advice on various acquisitions including generating valuation models, risk assessments and valuation of opening balance sheets.
  • Determined financial health by reconciling balance sheet accounts with complex structure-based warranty and insurance regulations.
  • Analyzed monthly corporate financial projections including income statement and balance sheet performance.
  • Balance sheet and cash flow statement forecasting and actual follow-up responsibility.
  • Developed system pulls to facilitate balance sheet and resource/labor analysis.
  • Performed balance sheet (including capital) analysis and reconciliations.
  • Supervised department of 6 to develop P&L, Balance Sheet, Cash Flow, Head Count and Capital budgets.
  • Coordinated and directed annual budgeting and monthly forecasting activities; including P&L, balance sheet, and cash flow.
  • Prepared balance sheet, profit and loss statement, and other reports to summarize current and projected company financial position.
  • Developed and managed the cash flow and balance sheet forecasting to monitor variances, opportunities and risks for senior management.
  • Developed, prepared and analyzed the company's 5 Year Projected Income Statement, Balance Sheet and Cash Flow Statement.
  • Manage the Income Statement, Balance Sheet, Capital and O&M budgets, document and explain monthly variances.
  • Reviewed balance sheet accounts and ensured that any financial issues were reported to plant management and resolved timely.
  • Perform all month end closing duties including journal entries, balance sheet account reconciliation and management reporting.
  • Instituted annual budgeting process, monthly balance sheet, cash flow forecast, and capital budget.
  • Installed controls over the Balance Sheet accounts with emphasis on the Cash and Account Payable areas.
  • Implemented a US regional Balance Sheet reviews to mitigate risks in the manufacturing and corporate entities.
  • Provided leadership and subject matter expertise in preparing the consolidated Americas balance sheet for SOX compliance.
  • Performed full income statement/balance sheet/cash flow planning duties in EVA environment, reporting to CFO.
  • Analyzed and reconciled key balance sheet accounts on monthly basis, ensuring appropriate controls.

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7. Financial Models

high Demand
Here's how Financial Models is used in Finance Planning Manager jobs:
  • Designed detailed financial models providing significant contributions in the development of market strategies for the company's retail site portfolio.
  • Created complex excel financial models for debt compliance, executive deferred compensation program and partnership equity investment plan.
  • Continue preparing collateral valuations using financial models, cash flow NPV, and comparable multiples-based analysis.
  • Develop financial models and analyses to support business strategic initiatives and mergers and acquisitions.
  • Coordinate with internal operations in Boulder and Phoenix to develop predictive financial models.
  • Created advanced financial models designed to improve operational efficiency and increase performance.
  • Developed company's long-range strategic plans using financial models.
  • Developed & maintained financial models to evaluate business strategies.
  • Executed and delivered 5-year planning financial models.
  • Designed, developed and delivered budgeting and forecasting financial models and processes and maintained 90% accuracy level of the forecasts.
  • Developed financial models and analyses for potential growth opportunities that supported strategic initiatives which lead to $30M of additional revenue.
  • Created and revamped complex financial models after performing due diligence to quickly master the COGS process and related functions.
  • Created complex comprehensive financial models to capture all key assumptions and drivers for both revenues and expenses.
  • Develop financial models for business units to support financial planning, forecasting, and reporting processes.
  • Create financial models for potential new projects used by the business to determine strategic direction.
  • Prepared financial models and due diligence schedules related to the sale of the company.
  • Developed all new financial models to include regional pricing, utilization, and staffing.
  • Created software tools and financial models to support both financial and human resource planning.
  • Monitor and analyze key performance metrics and update financial models to reflect actual results.
  • Design long term financial models used by senior executives to drive strategic financial decisions.

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8. Strategic Plan

high Demand
Here's how Strategic Plan is used in Finance Planning Manager jobs:
  • Spearheaded strategic planning and related reporting, analysis and presentations, which enhanced business KPI performance and insight to Senior Management.
  • Managed SEC reporting; prepared and presented financial performance analyses, financing proposals and strategic planning reviews to company/parent leadership.
  • Determined impacts of project estimates at completion to operating and strategic planning objectives, profitability, and risk assessment.
  • Prepared and analyzed monthly and quarterly financial schedules and reports resulting in strategic planning and decision-making.
  • Supervised the annual budgeting cycle and assisted in the corporate strategic planning process with executive-level management.
  • Performed comprehensive market and industry analysis to present strategic planning initiatives to the President/executive team.
  • Partnered with leadership of assigned Corporate departments to analyze their strategic plans and budget accordingly.
  • Received President's Award for coordinating strategic plan which road-mapped restructured company goals.
  • Strengthened strategic planning and data access/accuracy by leading numerous technology implementations and upgrades.
  • Prepared, evaluated, and presented strategic plans that influenced senior management decision-making.
  • Created financial and strategic plans of these investment opportunities to senior executives.
  • Conduct strategic planning and analysis to ensure targeted business performance is achieved.
  • Worked collaboratively with executive team to create strategic plans for the organization.
  • Provided financial analysis for strategic planning to reduce operations.
  • Participated in formulating strategic plans for profit optimization.
  • Directed development of strategic plans and financial forecasts
  • Managed annual strategic planning process.
  • Interacted with Senior Management in developing strategic plans consistent with budget requirements for the company's short and long term strategies.
  • Led cross functional AP team in the development of the China Strategic Plan, crucial to the overall AP growth strategy.
  • Key positions included: Analyst, Planning and Analysis Manager, Plant Controller, Strategic Planning Manager and Special Projects.

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9. Capital Expenditures

high Demand
Here's how Capital Expenditures is used in Finance Planning Manager jobs:
  • Developed business cases for system development projects and capital expenditures that were deemed crucial to business transformation efforts.
  • Generated and analyzed Cash Requirement Report which keeps track of all company capital expenditures.
  • Lead efforts to forecast and monitor capital expenditures including capitalized labor.
  • Provide financial analysis to support business improvement / capital expenditures projects.
  • Provided return on investment and tracking for capital expenditures.
  • Provided follow-up performance reviews on major capital expenditures.
  • Documented and approved capital expenditures.
  • Monitored non-network capital expenditures on a project level detail for IT, Sales, Customer Care, and other Non-Network organizations.
  • Develop accurate forecasts and projections on revenue, costs, headcount, operating metrics, and capital expenditures.
  • Performed monthly re-forecast of P&L and capital expenditures for entire company.
  • Evaluated all company capital expenditures and managed a staff of 5 professionals.
  • Coordinated budgeting and approval of capital expenditures of $65M.
  • Control the Capital Expenditures budget of the Group.
  • Coordinated the preparation of the annual budget and rolling forecast updates and performed capital expenditures analysis.
  • Developed multi-year pro-forma statements adjusting for synergies, restructuring expenses, capital expenditures and net working capital.

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10. General Ledger Accounts

high Demand
Here's how General Ledger Accounts is used in Finance Planning Manager jobs:
  • Reconciled and general ledger accounts.
  • Ensured vehicle related General Ledger accounts are reconciled, balanced and reported as a part of the overall organizational financial reporting.
  • Implemented a general ledger system with 400,000 general ledger accounts with interfaces to related subsystems to ensure accurate financial reporting.
  • Ensured assigned general ledger accounts were analyzed, reviewed and substantiated in compliance with corporate accounting policies and procedures.
  • Maintained and provided timely and accurate reconciliations of various general ledger accounts and performs special projects as assigned.
  • Reviewed and reconciled site general ledger accounts and produced monthly internal financial reports for review with internal managers.

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11. Financial Analysts

high Demand
Here's how Financial Analysts is used in Finance Planning Manager jobs:
  • Led successful Division-wide implementation of Sales Volume/Rebates/Forecasting tool by facilitating the interaction between financial analysts and key account sales team.
  • Facilitated communication with Accounting and Financial Planning functions and directed staff of two Financial Analysts.
  • Managed two additional support Financial Analysts.
  • Managed and developed two financial analysts.
  • Resulted in a 20% reduction in the time spent by financial analysts in planning, forecasting and maintaining capital projects.
  • Supervised team of four analysts - two senior financial analysts, a cost accountant and a pricing analyst.
  • Managed and provided career development to a large pool of financial analysts and recognized for people management skills.
  • Directed a team of financial analysts responsible for creating meaning of financial performance and results to the organization.
  • Team consisted of 13 to 15 Financial Analysts covering 5 regions (US/Canada/Mexico/Brazil/Spanish Speaking Americas).
  • Designed costing and analysis tools for the organization that increased the productivity of the financial analysts.
  • Led global team of financial analysts for monthly close, forecast, and annual planning.
  • Manage and supervise all financial analysts and direct work assignments from senior management.
  • Managed staff of up to eight direct reports (Senior Financial Analysts).
  • Managed two financial analysts responsible for day to day financial and accounting duties.
  • Managed, trained and led a staff of 6 Financial Analysts.
  • Supervised two Senior Financial Analysts within the Office of the CFO.
  • Managed, developed and lead a team of financial analysts.
  • Managed a staff of (3) senior financial analysts.
  • Provided leadership and technical direction to 8 Financial Analysts.
  • Managed a team of 13 financial analysts and accountants.

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12. Financial Plans

high Demand
Here's how Financial Plans is used in Finance Planning Manager jobs:
  • Collaborate with executive leadership to drive annual planning process, producing strategic business and financial plans.
  • Presented forecasts and budget to executive leadership team and ensured accuracy and adherence to financial plans.
  • Assisted Country Manager in operational analysis, preparing corporate financial plans & performance briefs.
  • Developed annual financial plans, quarterly forecasts and manufacturing plans and departmental budgets.
  • Developed corporate financial plans; linked to overall business strategy.
  • Provided clients with personalized financial plans after reviewing portfolios.
  • Co-developed annual financial plans and budgets.
  • Partner with the GMM and Category Director to ensure alignment of merchandise financial plans to the category strategy and merchant vision.
  • Managed preparation and development of annual and long range financial plans and operating budgets based on corporate goals and objectives.
  • Supported the development of NCS financial plans and provided executive level support on an ongoing basis.
  • Developed and managed long and short-term strategic financial plans in line with overall corporate goals.
  • Directed the development of current financial plans and management of inventories to plan.
  • Developed financial plans and forecasts for sales, margin and inventory budgets.
  • Created financial plans, analyzed performance, and advised management on results.
  • Reconcile top-down and bottom-up financial plans.
  • Led the annual budget and quarterly forecasting processes and developed multi-year financial plans.
  • Reviewed comprehensive financial plans for SEC and NASD suitability.

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13. Key Performance Indicators

high Demand
Here's how Key Performance Indicators is used in Finance Planning Manager jobs:
  • Developed methodology to automatically identify potential contract renewals based on key performance indicators like duration, credit, industry and season.
  • Forecast organization's revenue and expense accounts and provide analysis and comparison of financial results and key performance indicators against forecasts.
  • Analyzed and revised Key Performance Indicators which alleviated complexity and enhanced ability to manage costs.
  • Implement and provide support for identification and reporting of key performance indicators and productivity.
  • Developed model for key performance indicators utilized for weekly executive review.
  • Developed key performance indicators for Completions & Production segment.
  • Conducted trend analysis for key performance indicators in revenue, cost of sales, and expenses.
  • Generated monthly financial reports and key performance indicators, which were presented to key stakeholders.
  • Established key performance indicators, targets and reporting to measure the performance of plan initiatives.
  • Support $40MM high growth commercial team with analysis, reporting and key performance indicators.
  • Developed KPIs (Key Performance Indicators) for Business Units to establish Benchmarks and measure ROI of strategic initiatives.
  • Develop reports on key performance indicators (KPI) in a multi-ledger environment.

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14. Due Diligence

high Demand
Here's how Due Diligence is used in Finance Planning Manager jobs:
  • Performed due diligence of smaller manufacturing and service companies for potential acquisition or asset purchase.
  • Conduct valuation analysis and perform due diligence on acquisition opportunities.
  • Implement policies and procedures for processing unclaimed property, including sending out due diligence letters and preparing unclaimed property returns.
  • Completed comprehensive valuation analysis and credit review of acquisition target, and was a key member of due diligence team.
  • Served as the lead of consolidating the due diligence documents needed in the sale of our Off-the-Road Tire Business.
  • Assist CFO in preparing due diligence package for upcoming projects including ESOP sale and transfer from LLC to INC.
  • Led and coordinated due diligence efforts with the acquisition owners and management, outside accountants, and attorneys.
  • Develop, analyze, and implement proposals for strategic improvements, synergies and due diligence against different opportunities.
  • Assist in securing line of credit and term loan financing including due diligence and covenant analysis.
  • Performed due diligence research and analysis for potential mergers, acquisitions, and plant closures.
  • Played key role as member on Due Diligence Audit team responsible for two acquisitions.
  • Accompanied CFO to perform on-site due diligence and negotiate terms with potential targets.
  • Appointed to due diligence team, and participated in structuring 3 acquisitions.
  • Prepared five-year due diligence P&L model for acquisition target.
  • Provided financial insight and due diligence for 3 new manufacturing partnerships.
  • Contributed to the analysis and due diligence of potential acquisitions.
  • Assisted interested acquiring companies with their due diligence.
  • Led acquisition due diligence and analysis by understanding economic drivers, key performance indicators and benchmarks.
  • Led due diligence analysis of multi-year partnership contracts, validating total cost of ownership and revenue generation.

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15. Cost Savings

average Demand
Here's how Cost Savings is used in Finance Planning Manager jobs:
  • Collaborated with IT Directors and business units to identify cost savings and resource maximization opportunities.
  • Utilized this data to improve overall operational efficiency, productivity, and decrease cost savings.
  • Awarded CEO Club designation for 20+ cost savings ideas in one year that generated over $1M in annual cost savings.
  • Generated and negotiated over $43 million in cost savings over a 3-year term on 3rd party logistics contracts.
  • Led Financial Planning & Analysis for division, tracking trends to identify cost savings or revenue opportunities.
  • Provided financial leadership for the team, resulting in actions which achieved $20M in cost savings.
  • Support the Region CFO on cost savings initiatives, tracking and analysis for management special requests.
  • Provided financial expertise for process improvement initiatives yielding >$8M in annual cost savings.
  • Streamlined weekly variance reports and operational metrics to focus on areas of potential cost savings.
  • Assist departments in staying within budget and identifying cost savings and effective uses of resources.
  • Provided financial analysis for IT cost savings initiatives resulting in $30M of annual savings.
  • Collaborate with the CFO to identify cost savings opportunities in lieu of headcount reduction.
  • Teamed to achieve the 'one-day close' resulting in cost savings & reduced errors.
  • Interacted with local market leaders to quantify cost savings actions.
  • Key PMO member for $200M+ strategic cost savings initiative called Operational Excellence .

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16. Executive Management

average Demand
Here's how Executive Management is used in Finance Planning Manager jobs:
  • Furnished financial thought leadership to executive management, a 26-member account management team and a 30-member product delivery group.
  • Presented financial forecasts and budget information to the U.S. executive management team monthly with presentations to corporate executives quarterly.
  • Streamlined corporate budgeting process and improved both the accuracy and timeliness reports provided to executive management.
  • Drive process improvements and projects as identified, support special reviews for executive management.
  • Developed presentation materials for Business Review Meetings with Senior Executive Management and Region HQ.
  • Complete internal reporting schedules for Executive Management and Board of Directors.
  • Developed a global manufacturing metrics reporting process utilized by executive management.
  • Prepared finalized budget analysis and variance reports for executive management.
  • Presented capital acquisition projects and plans to Executive Management.
  • Developed and provided reports with key performance metrics to executive management, which included EBITDA, P/E ratios and profitability.
  • Developed a method of extracting from Great Plains information into Excel that produced detail reports for the executive management package.
  • Managed the Corporate Planning and the Executive Management Information System for this $2 billion diversified public holding company.
  • Provide summary schedules and insight at the budget review meetings with the Executive Management Team.
  • Developed weekly flash reports to Executive Management team on results by channel & region.
  • Reported to executive management on performance to plan and explained variances to plan.
  • Presented financial results to the Executive Management team.
  • Oversee the quarterly and annual profit and loss reforecast consolidation processes including the delivery of executive management presentations.
  • Attended financial review meetings with the Corporate Executive management team (e.g.
  • Key Results: Responsible for analyzing, preparing, and presenting global consolidated financials to the executive management team.

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17. Gaap

average Demand
Here's how Gaap is used in Finance Planning Manager jobs:
  • Provided regional accounting guidance on USGAAP and SOX, served as liaison between Sector, Corporate, and KPMG audit team.
  • Maintained general ledgers on tax and GAAP basis, including preparation of monthly, quarterly and year-end work papers and reports.
  • Partner with global finance counterparts in the GAAP to Management reconciliation for the completion of the financial reporting package.
  • Assured the integrity of all financial statements in accordance with GAAP for the High Springs water plant.
  • Monitored revenue recognition on $100M - $200M contract utilizing GAAP, FAR, and D-FAR.
  • Carry out with International reports deadlines dates in US GAAP to headquarters in Houston, Texas.
  • Compiled the annual financial statements and footnotes in compliance with GAAP and PCAOB for external audit.
  • Managed 5 financial analysts who prepared the AOP reflecting both US GAAP regulatory basis and IFRS.
  • Evaluate and compare financial results on different basis as GAAP, statutory and incurred/managerial.
  • Ensured internal control consistency in the region according to corporate standards and local GAAP.
  • Ensured actions taken by operations were in compliance with policies and GAAP.
  • Audited processes to maintain compliance with corporate financial policy and GAAP requirements.
  • Calculated the adjusting journal entries to record revenue per GAAP.
  • Ensured adherence to established policies & procedures and USGAAP.
  • Researched compliance with GAAP regarding financial reporting issues.
  • Account reconciliation, GAAP and DCAA compliance.
  • Ensured appropriate application of GAAP.
  • Followed all US GAAP requirements.
  • Redesigned and automated accounting procedures for controllership and GAAP compliance.
  • Report all monthly statements in accordance with US and Irish GAAP principles (i.e.

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18. ROI

average Demand
Here's how ROI is used in Finance Planning Manager jobs:
  • Developed financial analyses such as ROIC and investment return modeling to support operational departments and company initiatives.
  • Developed and implemented ROI standards for commercial and residential properties as well as individual business segments.
  • Developed models to measure investment and analyze ROI for various marketing communication initiatives and staff additions.
  • Designed enhancements to the evaluation model including product development costs and ROI calculations.
  • Prepare and monitor capital spending activities, and where appropriate, prepare cost/benefit and ROI analysis to support capital spending requests.
  • Presented Balanced Scorecard Analysis and executive briefings to Senior Leaders as a measure of strategic planning and ROI models.
  • Assisted the affiliates in attaining their operating income goals and the planned DOH, DSO, and ROI targets.
  • Played major role in restructuring company to restore profitability and achieve ROI objectives after two years of losses.
  • Selected for special projects such as managing CapEx, Asset Management, and DSO & ROI Capital Models.
  • Prepare analysis and reports including customer profitability, POS data, commissions, marketing ROI, etc.
  • Developed an ROI/financial model to assess viability of the launch of a new product line extension.
  • Performed all IRR/ROI analysis on sales proposals, developed pricing models for the US Sales organization.
  • Reviewed project approval requests to ensure projects are within ROI scope and adhere to corporate budget.
  • Subject matter expert in developing key standard reporting metrics such as working capital and ROIC.
  • Functioned as financial manager over portrait and optical businesses, achieving highest ROIC in company.
  • Conducted ROI analysis on all prospective site deals and presented findings before the Development Committee.
  • Trained personnel on an ROI cash flow template with justifications for capital proposals.
  • Created strategic planning and ROI models to develop clinical programs.
  • Developed business cases and conducted ROI analyses.
  • Assess profitability, ROI, IRR, NPV, OFCF, and key performance metrics for new product launches.

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19. Revenue Growth

average Demand
Here's how Revenue Growth is used in Finance Planning Manager jobs:
  • Worked directly with the VP of Operations and Product management to drive major business decisions related to volume and revenue growth.
  • Created and maintained revenue modeling reporting system partnering with Sales and Marketing departments to drive revenue growth.
  • Lead the business planning process (Forecasts, Budget and Revenue Growth Agenda) and reporting rhythms.
  • Collaborated with cross-functional teams to create cross sell strategies delivering 30% revenue growth.
  • Contributed to strong revenue growth by managing budgets and forecasting processes, which provided information for high-level strategic planning and decision-making.
  • Directed the development and implementation of business strategies for the Portfolio Management division focused on revenue growth and cost reduction.

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20. Annual Budget Process

average Demand
Here's how Annual Budget Process is used in Finance Planning Manager jobs:
  • Integrated long-range forecasting activity into the annual budget process.
  • Complete the Annual Budget process for Corporate Headquarters G&A expenses.
  • Managed annual budget process and rolling forecasts for all business entities.
  • Manage the quarterly forecast and annual budget processes.
  • Developed and implemented the annual budget process.
  • Created detailed financial models utilizing Excel functions for annual budget process from various databases resulting in more timely and accurate projections.

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21. SOX

average Demand
Here's how SOX is used in Finance Planning Manager jobs:
  • Developed and strengthened financial controls for the capital planning and fixed asset accounting processes to meet SOX requirements.
  • Ensured compliance with SOX regarding the financial integration of costs associated with acquisitions.
  • Contributed to SOX workshops and worked to ensure ongoing SOX and JSOX compliance.
  • Team lead for the annual SOX compliance for the Sales organization.
  • Ensured compliance with SOX and VSOE regulations as organizational process owner/sponsor.
  • Implemented a complete departmental documentation program in compliance with SOX.
  • Developed comprehensive and SOX compliant Policies for GL.
  • Contributed to the development of business/financial processes in accordance with Sox requirements.
  • Introduced controls and best practices to ensure SOX compliance for marketing finance.
  • Ensured that SOX guidelines were consistently adhered Managed or participated in process improvement initiatives within the Finance department (e.g.
  • Review of Sox documentation, testing and compliance Oversee team's work with internal and external audits.

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22. Annual Plan

average Demand
Here's how Annual Plan is used in Finance Planning Manager jobs:
  • Prepared and managed annual planning process including developing targets, assumptions, and productivity initiatives.
  • Developed staff in modeling of management of volume, revenue and expense assumptions to assist with annual plans and quarterly forecasts.
  • Prepared all annual plans (S1, S2 and Op Plan) and performed detail analysis in support of portfolio profitability.
  • Implemented data validation and completeness controls to ensure the accuracy and completeness of the annual plan and quarterly forecasts.
  • Analyze monthly financial results to identify trends and variances versus previous year, annual plan and previous forecast.
  • Led annual planning process, decreasing overall completion time from 5 to 4 months in one budget year.
  • Owned and drove annual planning processes including 3-Year Outlook, 1-Year Outlook, Operating Plan and quarterly estimates.
  • Coordinate monthly, quarterly, and annual planning cycles across functional organizations for wireless P&L.
  • Monitor actual results against annual plan, report variances and modify forecast as needed.
  • Developed new and improved MS Excel-based tool for preparing monthly forecast and annual plan.
  • Provide financial analysis and control information to ensure proper execution of the Annual Plan.
  • Led annual planning process and prepared final plan for holding company and company officers.
  • Led the development of the annual plan, as well as quarterly revisions.
  • Coordinated process for monthly results, quarterly outlooks, and annual plans.
  • Lead domestic analyst in charge of annual planning process for European Region.
  • Manage Annual Planning process inclusive of Sale Volumes, Revenue and Costs.
  • Coordinate and review the annual plan and quarterly budgets.
  • Lead annual planning process and quarterly forecast updates.
  • Prepare quarterly forecasts and the annual plan.
  • Prepare $1 billion+ annual plan.

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23. Annual Sales

average Demand
Here's how Annual Sales is used in Finance Planning Manager jobs:
  • Participated on networks cross-functional team, developing annual sales incentive plan programs that drove desired behaviors for business unit growth.
  • Led FP&A activities for a ~$500 MILLION annual sales division improving profitability and operational efficiency.
  • Manage the Seasonal & Variety division of business totaling over $2.6 billion in annual sales.
  • Maintained annual sales, operating, and capital budgets for all domestic and international operations.
  • Analyzed revenues, annual sales, P&L, and variance reconciliations.
  • Manage $55 million in annual sales volume.
  • Generated gross marginal increase of 48% Increased net annual sales by 22% ($215M)
  • Manage $102 million in annual sales volume representing 51% of total company sales volume.
  • Advised the Biomedical President on decisions impacting a $200M annual Sales division.

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24. Financial Support

average Demand
Here's how Financial Support is used in Finance Planning Manager jobs:
  • Provided all areas of financial support and analysis for Supply Chain Operations including the planning and optimization of distribution centers.
  • Provided financial support and consultation to various divisional managers to help them resolve divisional financial and operational issues.
  • Provided financial support and counsel to marketing and operations business groups.
  • Provided financial support for the RS/6000 Manufacturing Organization.
  • Provided full financial support for new business-line initiatives.
  • Provided financial support to various operational organizations.
  • Provide financial support, budgeting, and forecasting, for multiple departments including Engineering, Product Management, and Operations.
  • Delivered financial support to the Planning, Accounting, and Senior Management of the organization.
  • Coordinated and provided western financial support and analysis for the sale of business from AIP.
  • Provided timely, accurate, relevant and complete financial support to assist managers.
  • Provide financial support and input to managed care contracting process.
  • Provided financial support to Vice Presidents for quarterly Executive Board meetings Developed organizational expense budgets
  • Prepared ad-hoc special project financial support reporting directly to the Business Unit Leader.
  • Provided financial support and analysis for sale of business from Weyerhaeuser.

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25. ERP

average Demand
Here's how ERP is used in Finance Planning Manager jobs:
  • Conducted evaluations of budgeting and forecasting tools and integration with PeopleSoft ERP system achieving more efficiency in the budgeting process.
  • Coordinate collection and interpretation of financial and clinical data for strategic initiatives, cost containment, and continuing program evaluation.
  • Consolidated and interpreted worldwide operating results; evaluated financial performance by manufacturing operation, geography, channel and market.
  • Administer business partnering support to Cost Center Owners by adding insight via analysis and interpretation of financial data.
  • Coached and mentored two analysts for senior level responsibilities through developing their knowledge base and interpersonal skills.
  • Supported Senior Management in various budget planning, executive board PowerPoint Presentations, and business projection recaps.
  • Submitted forecast and budget data to corporate headquarters via internally developed reporting system and Hyperion Enterprise.
  • Partnered with region and country level leaders to align to local operational plans with enterprise-level objectives.
  • Develop, analyze and interpret financial metrics related to sales, manufacturing and operations.
  • Prepared financial analysis for capital investments and incentive/bonus calculations for enterprise operations and development.
  • Analyzed and interpreted the Balance Sheet and Financial Statement to improve operational efficiency.
  • Worked with senior management to develop enterprise short-term and long-range financial projections.
  • Developed Excel spreadsheets, PowerPoint presentations, authored financial planning articles.
  • Consolidated three customized mission critical applications into one centralized ERP System.
  • Developed Sarbanes-Oxley process flowchart for the enterprise planning process.
  • Reviewed, analyzed and interpreted monthly financial statements.
  • Set up the corporate financial, planning and forecasting business process and management reporting system for a $1.2 Billion enterprise.
  • Delivered a $66M cost savings over five years, winning the Finance Achievement Award for ERP Software negotiations.
  • Created, systematized and rolled out enterprise-wide Return on Investment and Business Planning methodology for new and ongoing programs.
  • Led the development and distribution of weekly and monthly financial reports and actively interpreted the results for management.

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26. Special Projects

average Demand
Here's how Special Projects is used in Finance Planning Manager jobs:
  • Developed strong relationships across departments to guide special projects and promote open lines of communication.
  • Provided financial management for new product market development and special projects.
  • Completed various special projects as assigned from senior management.
  • Prepared financial forecasts for operations and special projects.
  • Prepare cost analyses for new product design and current product re-designs, pricing changes and special projects.
  • Assigned to special projects (example - development of product margin methodology).
  • Managed special projects for AARP Foundation's President and CFO.

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27. Business Performance

average Demand
Here's how Business Performance is used in Finance Planning Manager jobs:
  • Identified and implemented metrics to measure business performance; streamlined financial planning; improved financial forecasting and prepared BOD presentations.
  • Delivered reliable actual cost reports across six sites and produced accompanying quality commentary for key stakeholders to understand business performance.
  • Optimized service team headcount levels by developing tool which used multiple regression of independent management levers against business performance outcomes.
  • Communicated daily demand updates of business performance to executive team Developed metrics to track headcount migration to lower cost sites
  • Performed monthly analysis of business performance by reviewing comparative operating results, researching variances, and documenting findings.
  • Design and build financial and statistical reports/models to analyze the business performance and import the forecasting process.
  • Directed business performance and order processing evaluations for two divisions of a Fortune 100 company.
  • Develop and maintain Midstream business performance tracking metrics and systems.
  • Developed and communicated analytics to highlight key business performance drivers.
  • Developed KPIs, which improved visibility into business performances that led to reduction in costs and/or strategic reallocation of resources.
  • Enhanced standard Business Performance Reporting process across countries (KPIs Book) and monthly / quarterly Business Updates.
  • Developed business KPIs, allowing the Managing Director, CFO and ELT improved visibility into the business performance.

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28. Journal Entries

average Demand
Here's how Journal Entries is used in Finance Planning Manager jobs:
  • Developed a financial model using complex formulas to automate several monthly journal entries.
  • Generated monthly reports, posted journal entries, accounts payable and accounts receivable, reconciled bank statements, processed payroll.
  • Directed monthly and year-end closings including all journal entries, account reconciliation's funds flow analysis and required financial presentations.
  • Prepared and input journal entries; Coordinated month & annual accounting close cycles and audits.
  • Assisted with month end accounting duties, journal entries and account reconciliations.
  • Supervised month-end and year-end closing procedures and activities, including required journal entries and account analysis of financial statements.

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29. Process Improvement

average Demand
Here's how Process Improvement is used in Finance Planning Manager jobs:
  • Worked on cross-functional teams to determine performance gaps and devise and implement process improvement initiatives across multiple branches.
  • Developed a standardized month end close and forecasting dashboard and multiple process improvements which increased accuracy and comprehension.
  • Facilitate several process improvements including the ownership of implementation of new Business Intelligence software for the entire company.
  • Developed the maintenance, enhancement and quality process improvements associated with business goals and cost-cutting objectives.
  • Improved plant inventory accuracy and responsiveness with a cross-functional team formed for plant process improvements.
  • Implemented process improvements and created cross divisional task force designed to develop accountability structure.
  • Directed and identified process improvement and responsibility enhancement opportunities for accounting team.
  • Provide corporation efficiency and process improvement suggestions and lead implementation where necessary.
  • Analyzed new business proposals and business process improvements.
  • Provide presentations with regards to process improvements.
  • Implemented process improvements to boost efficiency.
  • Based on our findings various clinical process improvement initiatives are put in place to help physicians see more patients in clinics.
  • Served as a key member of the executive team charged with process improvement and executive leadership.
  • Nominated as Estimate and Planning Simplification Team Leader driving process improvements in the supply chain.
  • Reduced forecast cycle by 3 days by developing, testing and delivering process improvements.
  • Developed and managed Operations Cycle Time Reduction Models (Business Process Improvement Model.)
  • Output Performance and Activities Base Management; Activity Analysis Links to Process Improvements.
  • Completed UAT for offshore FTE billing automation, participated on process improvement sub-committees.
  • Participated in ACE (Achieving Competitive Excellence) process improvement.
  • Awarded for process improvement and outstanding service.

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30. Close Process

low Demand
Here's how Close Process is used in Finance Planning Manager jobs:
  • Improved month end close processes enabling timelier financial reporting and analysis.
  • Coordinated monthly and quarterly accounting period close process.
  • Full accounting responsibilities for each area including month-end close process, journal entries and account reconciliations.
  • Project leader to reduce time of completion for the month-end-close process decreasing such in two days.
  • Reduced month-end close process from 23 days to 11 days and increased accuracy by 45%.
  • Directed monthly close process, which included sales, operations, and accounting departments.
  • Automated the monthly close process, reducing compilation time by 50%.
  • Prepared reports to substantiate individual transactions prior to monthly close process.
  • Managed the monthly close process including preparing journal entries and reconciliations.
  • Led the monthly close process for the division.
  • Coordinate with accounting for quarter close process.
  • Supported the monthly accounting close process.
  • Oversee month end close process.
  • Manage budget and monthly close process
  • Owned and coordinated the month end close process, presenting monthly and quarterly results to Terumo Leadership team.
  • Assist accounting for close process and audit support for flux analysis and ad hoc reports.
  • Co-led Kaizen exercise resulting in 30% cycle time reduction to Planning and Close process.

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31. Internal Controls

low Demand
Here's how Internal Controls is used in Finance Planning Manager jobs:
  • Performed controls testing to ensure adequacy and effectiveness of established internal controls, as well as compliance with external reporting requirements.
  • Designed and implemented new internal controls.
  • Developed and implemented financial solutions to support growth while providing strong attention to cost control, ethics and effective internal controls.
  • Support finance and planning managers in Canada, Eugene and Garibaldi on accounting processes and internal controls.
  • Implemented PeopleSoft Finance internal controls resulting in zero accounting internal control (SOX) deficiencies.
  • Documented and reviewed internal controls for various areas to ensure compliance with Sarbanes-Oxley Act.
  • Led global compliance of internal controls resulting in timely defect prevention and favorable audits.
  • Developed Disney Mobile's financial forecast models, corresponding processes & internal controls.
  • Increased internal controls to facilitate WatchGuard's compliance of Sarbanes-Oxley in 2005.
  • Instituted internal controls for payroll and 401k processes.

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32. New Product Development

low Demand
Here's how New Product Development is used in Finance Planning Manager jobs:
  • Coordinated the development of financial analysis to properly satisfy both operational and organizational needs for new product development.
  • Reviewed financial results against rolling forecast monthly with executives responsible for new product development and new initiatives.
  • Supported the sales and marketing organizations in product profitability analysis for existing products and new product development.
  • Launched several new products as finance representative on New Product Development Team.
  • Provided financial analyses and supported feasibility studies to construct business cases for new product development.
  • Evaluated margin contribution from company's investment in new product development programs.

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33. R

low Demand
Here's how R is used in Finance Planning Manager jobs:
  • Assisted with proactive liquidation planning and execution with the purpose of maximizing stakeholders returned value while minimizing regulatory and operational risk.
  • Provided executive decision support on business strategy formulation and execution, contract negotiation, market entry/exit evaluation, and resource allocation.
  • Developed forecasting model allowing Business Manager to forecast more efficiently, reducing the time required by 80% while maintaining accuracy.
  • Prepared monthly financial reporting package, including presentations for senior management and board of directors including all explanations of fluctuations.
  • Completed several financial proposals that resulted in positive outcomes, driving cost reductions, market expansion and strategic revenue partnerships.
  • Finance manager for Massachusetts regions including reporting results and modeling introduction of internet, telephone and plant construction using IRR.
  • Prepared valuation analysis on potential acquisition candidates to determine EPS contribution and present analysis to senior management.
  • Provided executive team with reporting and analysis regarding plan and forecast utilizing metrics and detailed operational data.
  • Provided in depth analysis to identify the areas for improvement and to achieve desired operating margin.
  • Prepared financial analysis and collaborated with senior management in all Gaming, Hospitality and Marketing departments.
  • Coordinated and conducted training sessions for new and experienced financial planners and Financial Planning Directors.
  • Coordinated monthly global forecasting process Financial Analyst - Specialty Materials - Financial Planning & Analysis.
  • Managed all aspects of marketing budgets Financial Analyst/Plant Controller - Specialty Materials: Specialty Additives.
  • Manage complex financial activities for business development in the domestic liquefied natural gas industry.
  • Ensured internal financial reporting and operating processes were in compliance with executed legal contracts.
  • Created financial processes and monthly reporting while building relationships with over 40 functional Vice-Presidents.
  • Prepared variances reports, explanations and analysis of variances from income and expenditure forecasts.
  • Supervised the transition of a newly acquired merchant processing business into bank operations.
  • Coordinated and facilitated the Capital and Operating Budget Process for the entire organization.
  • Prepare Play-book commentary detailing quarterly results to be disclosed to the investment community.

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34. Direct Reports

low Demand
Here's how Direct Reports is used in Finance Planning Manager jobs:
  • Ensured proper training and development for two direct reports by providing ongoing coaching/support, performance management processes and individual development plans.
  • Supervised two direct reports and assisted in supervising four additional employees.
  • Prepared annual and mid-year performance evaluations of direct reports.
  • Supervised/Managed 8 people (4 direct reports) while interim Kinetics CFO/Controller; Led/Managed cross-functional project teams of 4-16 people.
  • Managed $1.5B sales revenue projections by state, $1B in expenses, and 3 direct reports.
  • Spearheaded financial planning, systems and compliance for 5 direct/20 indirect reports with a $51M budget.
  • Managed the accounting and contract administration assignments of 8 direct reports.
  • Hire, manage, and develop up to six direct reports.
  • Supervised seven direct reports while reporting directly to the CFO.
  • Develop performance plans and development tracks for direct reports.
  • Managed the accounting assignments of 4 direct reports.
  • Coach, mentor and motivated two direct reports.
  • Led five direct and 20 indirect reports.
  • Supervised two direct and eight indirect reports.
  • Led and developed 6 direct reports.
  • Manage nine direct reports globally.
  • Managed 12 direct reports in Finance and Order Management and an $900k department budget.
  • Manage a team of direct reports, provide mentorship, guidance and career development opportunities.

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35. Capex

low Demand
Here's how Capex is used in Finance Planning Manager jobs:
  • Completed the Quarterly Business Reviews and StrategicPlans Reviewed CAPEX and Post Investment Appraisals resulting in balanced capital budgets.
  • Controlled budget of Capex/Opex projects.
  • Designed and maintained a process for collecting company-wide CapEx requests to simplify consolidation, approval, and reporting during budgeting.
  • Provided management with timely updates of actual and projected capital requirements (CAPEX) with appropriate analysis and comparisons.
  • Provided regional budgeting, project ranking, profit and loss impact, and coordination of all CAPEX proposals.
  • Maintained CAPEX and projection of capital expenditures on a monthly basis.

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36. Revenue Recognition

low Demand
Here's how Revenue Recognition is used in Finance Planning Manager jobs:
  • Analyzed and revised billing procedures to ensure complete and accurate billing and revenue recognition.
  • Prepared monthly revenue forecast and analysis of revenue streams for revenue recognition timing.
  • Manage team responsible for sales revenue recognition, commission calculation and payout, advertising audits, and contract policies and compliance.
  • Coordinated with Operations and Technical Accounting on revenue recognition in accordance to SOP 97-2 & 98-1.
  • Analyzed revenue results compared to budget and liaise with accounting to ensure proper revenue recognition.
  • Oversee the revenue function, including revenue recognition, reviewing customer and distributor contracts.
  • Led the VSOE process of revenue recognition for a printing software business unit.
  • Prepare and execute manual journal entries for revenue recognition and revenue deferral.
  • Managed the estimate at completion project costing process for revenue recognition.
  • Developed and maintains the revenue recognition process for worldwide revenue.
  • Job cost and POC accounting and associated revenue recognition.
  • Ensured revenue recognition compliance by investigating variances between sales' expectations and actuals.

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37. Business Cases

low Demand
Here's how Business Cases is used in Finance Planning Manager jobs:
  • Prepared and evaluated business cases to ensure they facilitated informed decision making.
  • Developed models used to evaluation major business decisions, including business cases, major asset purchases, and key vendor selections.
  • Evaluated external investments and internal product/service business cases for best case scenario to meet turn- around goals.
  • Reviewed all business cases for additional spending, including hiring, before reporting to executive leadership team.
  • Prepare & present all business cases and budget proposals for all proposed projects to senior allocation committee.
  • Collect and assess information from different sources, and generate recommendations for all business cases.
  • Managed key international launch initiatives and presented business cases on behalf of Japan and France.
  • Created and submitted Business Cases for specific projects such as NT Refresh and w2k Refresh.
  • Perform first line review and testing of MTN Nigeria product business cases and assumptions.
  • Prepared and/or reviewed Business Cases and Plans on major projects affecting the department.
  • Developed and presented business cases with total capital expenditure of $4B.
  • Evaluated business cases for new capital projects and performed post project analysis.
  • Present business cases for new products and services.
  • Approved financial business cases within the Salesforce software.
  • Presented analytical and pro-forma business cases to senior executives, both internal and external.

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38. Monthly Forecasts

low Demand
Here's how Monthly Forecasts is used in Finance Planning Manager jobs:
  • Prepared monthly forecasts, coordinating with all business functions and assessing risks and opportunities, prioritized investment opportunities and contingency plans.
  • Prepare monthly forecasts, variance analysis and quarterly reports for management reviews including Boards of Directors meetings.
  • Formulated annual operating budgets and monthly forecasts and tracked corporate expenses.
  • Performed financial consolidation of AOP's, 5YP's, and monthly forecasts of international regions and submit to corporate.
  • Build and load annual budget and monthly forecasts for two plants in Indy and one in Singapore using Hyperion.
  • Prepare Monthly Forecasts, following the Budget scenario but adjusting it according to the Real Scenario.
  • Developed budgets, monthly forecasts, internal and external financial reporting, and audit responses.
  • Reviewed and approved overall creation of annual plans, monthly forecasts and strategic plans.
  • Manage strategic plan, annual operating plan and monthly forecasts for the H.J.
  • Developed long-term and annual budgets, and updated quarterly and monthly forecasts.
  • Develop monthly forecasts and annual plans for a $700MM revenue business.
  • Conduct monthly forecasts, variance analysis, projections and expense accruals.
  • Prepared cause of change analysis for monthly forecasts.
  • Prepared monthly forecasts and annual budgets.
  • Coordinated with Onboard Revenue Operational Directors and Vice President to establish monthly forecasts and 2013 budget.

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39. Financial Forecasts

low Demand
Here's how Financial Forecasts is used in Finance Planning Manager jobs:
  • Performed strategic evaluations, financial forecasts, regulatory filings, budget tracking and subsidiary analysis.
  • Executed financial management functions including the development of monthly/quarterly financial forecasts and budgets.
  • Supported non-recurring programs resource and financial forecasts and estimates at completion.
  • Develop annual operating budgets, financial forecasts and monthly reporting.
  • Maintain 5 to 30 year financial forecasts; accuracy of which drives essentials such as guidance and credit issuance.
  • Assisted Department in getting into 4 major business ventures in one year by creating financial forecasts/business plans.
  • Revised financial forecasts to reflect the impact of capital investments on future operating expenses and revenues.
  • Created the monthly and annual financial forecasts as well as the five year strategic operation plan.
  • Managed long-range 5 year financial forecasts for CHA and all its corporate entities.

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40. SG

low Demand
Here's how SG is used in Finance Planning Manager jobs:
  • Managed FP&A process under our Corporate Controller including SME role for 1+ billion dollar worldwide SG&A spend.
  • Tracked and monitored monthly SG&A trends and worked closely with business unit owners to evaluate and control spend.
  • Developed processes and reports to consistently report segment Gross Margins and SG&A information to the CFO/COO.
  • Partnered with SG&A teams to foster understanding, develop forecasts, and ensure cost control.
  • Worked with consultants and internal leadership to recommend opportunities for SG&A reduction.
  • Supported overhead budgeting efforts including monitoring of headcount and SG&A key metrics.
  • Performed Finance Consolidation Role for NSG Northeast Region responsible for $1.4B budget.
  • Planed, negotiated and consolidated budget proposals for SG&A groups.
  • Maintain and account for all Capital Expenditure requests involving the MSGE Division.
  • Designed and maintained a financial model for the divestiture of CLSG.
  • Review monthly and quarterly SG&A and identify key metrics to reduce overstaffing and excess expenditures in group homes.
  • Provide risk analysis and mitigation related to DOE and SG&A variances.
  • Analyzed and forecasted Corporate SG&A spending.
  • Sponsored by Division President to attend Weir Emerging Leaders Programme at University of Strathclyde in Glasgow, Scotland.

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41. Monthly Basis

low Demand
Here's how Monthly Basis is used in Finance Planning Manager jobs:
  • Analyze accounts receivable and prepare bad debt analysis on a monthly basis.
  • Generated forecasts on a monthly basis and presented to the management team.
  • Performed trend and cost analysis on a weekly and monthly basis.
  • Worked with Marketing on a monthly basis to track actual promotion take rates vs forecasted across two product lines.
  • Analyzed, monitored and reconciled investment accounts for high net-worth individuals on a monthly basis; prepared investment portfolio performance reports.
  • Determined delinquency calculations on a monthly basis and analyzed impact on portfolio performance, calculated and analyzed realized losses and gains.

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42. Cost Centers

low Demand
Here's how Cost Centers is used in Finance Planning Manager jobs:
  • Manage and create FLI OPEX budget for amortization, travel & entertainment, auto lease, marketing and selling cost centers.
  • Reduced cost centers from 1150+ to 150 cost centers, across 4 data sources and over 30 countries.
  • Managed annual financial planning process for sale volumes, revenue and expense for 12 profit and cost centers.
  • Budget and forecast over $67 million for executive, legal, compliance and infrastructure cost centers.
  • Provided analysis and support to over 300 employees across 25 cost centers and 5 locations globally.
  • Managed cost center hierarchy and allocations between 6 companies and 90+ cost centers for expense items.
  • Achieved an overall cost reduction of 10% by re-structuring profit and cost centers.
  • Help develop and create I-office to identify which cost centers are at each locations.
  • Run cost centers study time and develop cost centers unit cost.
  • Allocated wages and salaries to proper cost centers.
  • Implemented controls to ensure all revenue due to the department was received, including proper revenue allocation for 18 cost centers.

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43. Essbase

low Demand
Here's how Essbase is used in Finance Planning Manager jobs:
  • Led 5 member Hyperion Essbase production support team providing quality customer service and excellent system availability.
  • Served as Hyperion Essbase Administrator with accountability for automating Excel templates using VB code and outlining system changes to increase automation.
  • Partner with other developers and analysts on best practices in Essbase and QlikView design and development.
  • Started as a consultant documenting system security and access for Oracle, Essbase and Hyperion.
  • Coordinated with Sterling Operations team to define process for EPE data consolidation to Essbase.
  • Optimize and tune existing Essbase applications and QlikView Dashboards to enhance performance.
  • involved in implementation of Oracle Financials and Hyperion Essbase.

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44. HR

low Demand
Here's how HR is used in Finance Planning Manager jobs:
  • Coordinated and managed results for a three person finance department, reviewed month-end closing statements and analyzed customer / market profitability.
  • Created visibility to key performance indicators throughout the organization by developing enhanced reporting at the organization, customer and product level.
  • Communicated and worked with three commercial sales department managers, three selling/marketing department managers and twenty-seven administrative cost center managers.
  • Engaged business partners to improve margins primarily through royalty/engineering management, materials sourcing, portfolio pricing, placement and promotions.
  • Drive continuous process improvements in reporting, forecasting, and budgeting activities through automation, consolidation, and quality improvement.
  • Research and Development - Improved new product resource allocation and decision- making through portfolio analysis and structured process enhancement.
  • Provided direction and oversaw production of reported results and variance reports delivered to senior executives throughout the closing process.
  • Evaluated and implemented new software to improve financial projects in inflationary economy and provided support through value-based management.
  • Documented over 800 transition service agreements for the Chrysler divestiture including defining transition levels and associated fees.
  • Drive improvement in the overall efficiency of administrative and operational processes through evaluation of tools and resources.
  • Set pricing for new product launches and incorporated anticipated financial impacts into one- and three-year operating plans.
  • Improved financial visibility and awareness to top management team through enhanced monthly reporting and effective financial presentations.
  • Originated and developed Financial Freedom program to eliminate personal debt through an advanced system of repayment.
  • Increased data accessibility through design and implementation of efficient and user-friendly reporting processes and tools.
  • Led forecast, assigned areas through budgeting process, monthly and quarterly management reporting preparation.
  • Provided direction to three financial analysts supporting manufacturing, engineering and high volume production.
  • Plant Finance Manager Provided strategic financial support to key stakeholders throughout the organization.
  • Developed and implemented optimization of business processes by synchronizing & scrubbing data.
  • Supported Venezuelan business through insightful recommendations reaching company Budget targets during tenure.
  • Educate and heighten financial awareness throughout the facility* Directly supervises analysis associates.

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45. KPI

low Demand
Here's how KPI is used in Finance Planning Manager jobs:
  • Coordinated the development of an associate performance evaluation process utilizing KPI's.
  • Provided improved KPI and metrics visibility enhancing confidence in business decisions
  • Partner with Sales & Marketing to develop new sales pipeline analysis and reporting for measuring future KPI performance.
  • Created and automated process for updating Heinz North America KPI Scorecard issued to Executive Leadership Team.
  • Developed, tracked, and reported KPI's and evaluated against sales and target margins.
  • Developed budget and long-range objectives, and managed monthly forecast and KPI reporting process.
  • Partner with Operations to provide accurate monthly KPI analysis and quarterly forecast figures.
  • Developed KPI metrics, dashboards, productivity and efficiency analysis, cost allocations.
  • Prepared and presented monthly and quarterly KPI metrics to Leadership team.
  • Apply KPI s to detect variations in budgets.
  • Developed multiple bonus models based on KPI's.
  • Established KPIs/Scorecard to assess operational results and take corrective action to achieve company objectives.
  • Created operations and financial packages detailing core KPIs to identify core operational issues.
  • Developed financial and clinical metrics/KPIs.
  • Developed new KPIs such as Owned Revenue and Manageable DSO to more accurately measure performance.
  • Designed and implemented a new balanced scorecard and reviewed KPIs with CEO and exec team.
  • Developed and managed suite of reports to measure business KPIs for management reporting.
  • Conducted ad hoc financial analysis, implemented Six Sigma initiatives, and developed KPIs and operational scorecards.
  • Analyzed leading and lagging KPIs and KRIs to assess the status of strategies as well as overall country performance.
  • Created ad hoc reports (including custom sql scripts) for internal customers and KPIs for board presentations.

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46. Market Share

low Demand
Here's how Market Share is used in Finance Planning Manager jobs:
  • Identified new business opportunities and developed strategies to expand market share.
  • Provide commentary and analysis on net sales changes due to market share, unit, price, etc.
  • Delivered recommendations that improved performance across all metrics and increased market share 5% in impacted categories.
  • Increased customer retention by 70% and enhanced HSBC's local market share to 25%.
  • Showed the effect of product development delays on market share and P&L.
  • Evaluated pent-up demand impact on market share trends and analyzed competitors' performance.
  • Analyze and track market share for gross gaming revenues and hotel statistics.
  • Perform analysis on Global Sub-Custody market share Offshore Team Management

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47. NPV

low Demand
Here's how NPV is used in Finance Planning Manager jobs:
  • Identify operating expenses associated with projects and develop an NPV recommendation for all project plans.
  • Prepare customer-centric financial packages using NPV, IRR or alternate financial formulas to determine project profitability and utilize in negotiations.
  • Increased average NPV of new customers by 20% by analyzing and communicating economic characteristics of profitable customers to sales management.
  • Performed valuation of $22 billion debt portfolio and presented redemption/refinancing NPV analysis recommending possible early debt retirement options.
  • Completed initial research and performed NPV analyses in order to determine priority and feasibility of projects.
  • Managed vehicle development cost and investment, perform NPV analysis on lifelong profitability of programs.

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48. Financial Metrics

low Demand
Here's how Financial Metrics is used in Finance Planning Manager jobs:
  • Analyzed key financial metrics and operational results and provided reporting to the Executive Team and Board of Directors.
  • Prepared and analyzed the various budgets, estimates and short/long range forecasts related to key financial metrics.
  • Revamped financial metrics to align business decisions with company's long term strategic objectives.
  • Initiated benchmarking study of competitors to analyze key financial metrics: profit margin, return on capital, inventory turnover.
  • Performed market analysis and research on competitors and targets including financial metrics and company strategy in order to assess investment opportunity.
  • Integrated and Analyzing Operational performance metrics with financial metrics in order to streamline operational decisions.

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49. External Auditors

low Demand
Here's how External Auditors is used in Finance Planning Manager jobs:
  • Served as liaison to external auditors as finance department representative most capable of conducting line-by-line clarification on company ledgers.
  • Worked with both internal and external auditors to ensure a strong internal control environment within inventory reporting.
  • Developed Sarbanes-Oxley procedures for facility and received compliance ratings from internal and external auditors.
  • Completed required SOX testing and provided schedules and support to internal/external auditors.
  • Provided information to external auditors and tax accountants.
  • Supported all audits from DCAA, IRS, Internal Audit department, and External Auditors annually.
  • Managed the annual financial statement audit, serving as the main contact to the external auditors.
  • Work with external auditors to coordinate year-end financial audit process.
  • Conducted quarterly financial reviews with external auditors (KPMG).
  • Coordinated the audit with the external auditors.
  • Interact and assist internal and external auditors.
  • Work with accounting and external auditors with year-end reconciliations for asset valuations, capitalization and intercompany royalty payments.

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50. Joint Venture

low Demand
Here's how Joint Venture is used in Finance Planning Manager jobs:
  • Provided financial reporting and analysis to executive management, joint venture partners, and operations management.
  • Coordinated budget efforts across commercial, manufacturing and production planning including numerous joint ventures.
  • Analyzed new business opportunities including retail outlets, wholesale relationships and joint ventures.
  • Review and evaluate financial information received for proposed overseas joint venture in conjunction with the CFO.
  • Developed forecasts and presentations for internal C-suite and Joint Venture boards for official business reviews.
  • Developed strategic plan s, and performed joint venture/acquisition due diligence.
  • Authored the joint venture's first ever 5 Year Plan.

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20 Most Common Skill for a Finance Planning Manager

Financial Performance34.1%
Financial Statements17.5%
Business Units6.2%
Business Development4.4%
Variance Analysis4.2%
Balance Sheet3.4%
Financial Models2.9%
Strategic Plan2.9%

Typical Skill-Sets Required For A Finance Planning Manager

RankSkillPercentage of ResumesPercentage
1
1
Financial Performance
Financial Performance
26.3%
26.3%
2
2
Financial Statements
Financial Statements
13.5%
13.5%
3
3
Business Units
Business Units
4.8%
4.8%
4
4
Business Development
Business Development
3.4%
3.4%
5
5
Variance Analysis
Variance Analysis
3.2%
3.2%
6
6
Balance Sheet
Balance Sheet
2.6%
2.6%
7
7
Financial Models
Financial Models
2.3%
2.3%
8
8
Strategic Plan
Strategic Plan
2.2%
2.2%
9
9
Capital Expenditures
Capital Expenditures
2%
2%
10
10
General Ledger Accounts
General Ledger Accounts
2%
2%
11
11
Financial Analysts
Financial Analysts
1.8%
1.8%
12
12
Financial Plans
Financial Plans
1.8%
1.8%
13
13
Key Performance Indicators
Key Performance Indicators
1.6%
1.6%
14
14
Due Diligence
Due Diligence
1.6%
1.6%
15
15
Cost Savings
Cost Savings
1.4%
1.4%
16
16
Executive Management
Executive Management
1.4%
1.4%
17
17
Gaap
Gaap
1.4%
1.4%
18
18
ROI
ROI
1.3%
1.3%
19
19
Revenue Growth
Revenue Growth
1.3%
1.3%
20
20
Annual Budget Process
Annual Budget Process
1.3%
1.3%
21
21
SOX
SOX
1.2%
1.2%
22
22
Annual Plan
Annual Plan
1%
1%
23
23
Annual Sales
Annual Sales
1%
1%
24
24
Financial Support
Financial Support
1%
1%
25
25
ERP
ERP
1%
1%
26
26
Special Projects
Special Projects
0.9%
0.9%
27
27
Business Performance
Business Performance
0.9%
0.9%
28
28
Journal Entries
Journal Entries
0.9%
0.9%
29
29
Process Improvement
Process Improvement
0.9%
0.9%
30
30
Close Process
Close Process
0.8%
0.8%
31
31
Internal Controls
Internal Controls
0.8%
0.8%
32
32
New Product Development
New Product Development
0.8%
0.8%
33
33
R
R
0.8%
0.8%
34
34
Direct Reports
Direct Reports
0.7%
0.7%
35
35
Capex
Capex
0.7%
0.7%
36
36
Revenue Recognition
Revenue Recognition
0.7%
0.7%
37
37
Business Cases
Business Cases
0.7%
0.7%
38
38
Monthly Forecasts
Monthly Forecasts
0.7%
0.7%
39
39
Financial Forecasts
Financial Forecasts
0.7%
0.7%
40
40
SG
SG
0.7%
0.7%
41
41
Monthly Basis
Monthly Basis
0.7%
0.7%
42
42
Cost Centers
Cost Centers
0.7%
0.7%
43
43
Essbase
Essbase
0.6%
0.6%
44
44
HR
HR
0.6%
0.6%
45
45
KPI
KPI
0.6%
0.6%
46
46
Market Share
Market Share
0.6%
0.6%
47
47
NPV
NPV
0.6%
0.6%
48
48
Financial Metrics
Financial Metrics
0.6%
0.6%
49
49
External Auditors
External Auditors
0.6%
0.6%
50
50
Joint Venture
Joint Venture
0.6%
0.6%

31,945 Finance Planning Manager Jobs

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