Top Manager Finance Planning And Analysis Skills

Below we've compiled a list of the most important skills for a Manager Finance Planning And Analysis. We ranked the top skills based on the percentage of Manager Finance Planning And Analysis resumes they appeared on. For example, 25.1% of Manager Finance Planning And Analysis resumes contained Financial Performance as a skill. Let's find out what skills a Manager Finance Planning And Analysis actually needs in order to be successful in the workplace.

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

1. Financial Performance

high Demand
Here's how Financial Performance is used in Manager Finance Planning And Analysis jobs:
  • Conducted on-site performance reviews of nationwide office locations addressing areas affecting financial performance / customer satisfaction ultimately resulting in improved results.
  • Developed financial modeling to allow loan origination units to assess the financial performance and potential profitability of potential new business.
  • Supported the department with detailed analysis of financial performance for various divisions, ensuring accuracy and integrity of all reporting.
  • Prepared monthly financial management presentation to leadership team, highlighting financial performance as well as risk and opportunities.
  • Facilitated corporate restructuring and ensured a foundation for optimal financial performance through the creation of inventory controls.
  • Provided key insights into financial performance against plan & forecasts to upper level finance and operations executives.
  • Initiate analysis of integrated financial forecasts, variance analyses and provide understanding of financial performance to leadership.
  • Provide timely and accurate reporting to all stakeholders ensuring a clear understanding of financial performance versus expectations.
  • Analyzed confidential account and branch financial performance data for 35 managers to determine management compensation levels.
  • Develop planning and forecasting methodologies, guidelines for allocations, budget constraints and financial performance targets.
  • Develop and disseminate standard monthly reporting comparing actual financial performance vs. plan or forecasts.
  • Designed and implemented a financial performance management dashboard and budget platform using Hyperion Planning.
  • Ensured the integrity of financial information by tracking, analyzing and forecasting financial performance.
  • Reviewed and managed cost analysis and financial performance comparisons at the business level.
  • Provided recommendations to provider sites related to improving operations and financial performance.
  • Created monthly and quarterly financial performance review presentations given to divisional President.
  • Report highlighted to senior management localized customer financial performance for further analysis.
  • Analyzed financial performance against operating budgets and forecasts for global operating units.
  • Established financial performance metrics for this relatively new line of business.
  • Provide timely communication of relevant financial performance information to senior management.

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2. Financial Statements

high Demand
Here's how Financial Statements is used in Manager Finance Planning And Analysis jobs:
  • Consolidated financial statements and assisted internal/external auditors.
  • Prepared financial statements for Ohio, Southern California, and Florida locations and coordinated financial reporting for Brazil and Canada.
  • Prepared expansion analysis for properties seeking to add hotel and casino space, evaluating profitability and impact on financial statements.
  • Conducted preliminary analysis for potential merger and acquisition candidates including the evaluation of financial statements and early business strategy assessments.
  • Produced and reviewed monthly financial statements and other key business data; analyzed performance against budget for trends impacting profitability.
  • Lead preparation of full year forecast financial statements, including sensitivity analysis for multiple market and business factors.
  • Prepared due diligence financial support documentation and proforma financial statements for successful recapitalization transaction valued at $2.6B.
  • Assisted with monthly bank reconciliations and facilitated preparation of periodic financial statements, ensuring their accuracy and timeliness.
  • Processed adjusting journals for field managers and transmitted the Divisional Financial Statements to Corporate Group Accounting for consolidation.
  • Prepared consolidated financial statements for all departments; participated in development of annual operating plan and quarterly forecasts.
  • Managed month end closing process, prepared monthly financial results and quarterly and annual statutory financial statements.
  • Lead monthly financial close ensuring accuracy, integrity and timeliness of financial statements and all subsequent reporting.
  • Performed in-depth financial analysis of the company's financial statements and propose recommendations to senior management.
  • Managed financial administration functions including development of monthly/quarterly financial statements, financial forecasts, and budgets.
  • Reviewed product marketing campaign expenditures; provided in-depth analysis of marketing portion of US financial statements.
  • Developed specific brand financial statements and their corresponding budgets as well as managed inventory for each.
  • Instituted divisional financial statements; prepared, reviewed and recommended profit enhancing strategies for higher earnings.
  • Analyzed financial statements of potential business ventures and acquisitions to evaluate revenue and investment risk.
  • Reviewed financial statements for accuracy/variances, analyzed schedules and accruals, and ensured on-time submission.
  • Produced financial statements and supporting charts/graphs on monthly basis for financial package presented to investors.

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3. Business Units

high Demand
Here's how Business Units is used in Manager Finance Planning And Analysis jobs:
  • Prepared complex financial analysis for expense reduction initiatives, segment profitability reporting, and financial performance across business units and geographies.
  • Prepared market reports, recommendations and competitor profiles and advised business units and leadership teams on strategic implications of competitive activities.
  • Created and implemented standardized monthly and quarterly reporting from seven international business units allowing for increased automation of the consolidation process.
  • Developed and maintained key performance and cost per sales reporting and analysis, providing financial analysis support to departmental business units.
  • Standardized the weekly sales and orders reporting process across all business units to enhance timing, visibility and accountability.
  • Assisted operations managers with improvements to existing processes to enable business units to achieve or improve business goals.
  • Provided financial leadership to senior management teams and increased visibility into performance of their respective business units.
  • Provide decision support to Senior Management and Business Units through preparation of financial and operational analyses.
  • Implemented financial reporting structures resulting in tighter fiscal controls and improved variance reporting to business units.
  • Provided transitional leadership as the organization restructured from regionally focused business units to customer segment reporting.
  • Guided business units towards achieving strategic objectives by providing recommendations based on various reports and analysis.
  • Supported development of methodology for assigning and calculating cost reduction targets to all Hamilton business units.
  • Partner with business units to ensure machines are being properly utilized by monitoring machine/fix assets.
  • Coordinated business units' Budget/Forecast exercise, challenging assumptions and communicating driving factors to management.
  • Improved reporting consistency across all business units by redefining requirements and creating standard reporting template.
  • Developed P&L reporting analysis packages based on fully allocated strategic business units.
  • Aggregate results of 5 business units are presented quarterly to executive management and shareholders.
  • Prepared and generated monthly calendar and coordinated deadline with individual business units and Corporate.
  • Coordinated with management of business units to ensure accurate and timely financial information.
  • Standardized monthly and quarterly internal financial reporting and analysis across all business units.

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4. External Auditors

high Demand
Here's how External Auditors is used in Manager Finance Planning And Analysis jobs:
  • Managed monthly and quarterly income statement reporting to internal/external auditors and corporate management team.
  • Prepare worksheets and analysis requested by external auditors during mid-year review and year-end audit.
  • Worked with internal and external auditors on all revenue recognition related matters.
  • Acted as liaison between internal/external auditors and control owners.
  • Communicated and coordinate with internal and external auditors.
  • Coordinate quarterly and annual audit with external auditors.
  • Presented reconciliations to external auditors.
  • Interfaced extensively with external auditors.
  • Integrated statistical training from MBA program to clearly map out that FAS 133 hedges were effective to the external auditors.
  • Work with internal and external auditors to ensure full cooperation from accounting staff and compliance with all qualified requests.
  • Create and maintain effective SOX controls and serve as a key contact to both internal and external auditors.
  • Worked closely with government defense contracting agency auditors (DCAA) and external auditors to fulfill audit requests
  • Managed process owners and external auditors to ensure a timely and superior work product for management review.
  • Worked with internal and external auditors in identifying areas of concern to SOX and implemented process safeguards.
  • Responded to inquiries from Internal and External Auditors, as well as the Tax and Legal departments.
  • Interact with internal or external auditors, corporate accounting, and statutory reporting entities as required.
  • Controlled the annual audit and was the corporate liaison between the accountants and the external auditors.
  • Coordinate with internal and external auditors to maintain system of controls and provide evidence of compliance.
  • Managed the ULSC's daily financial operations and accounting staff and worked with external auditors.
  • Experience interacting with external auditors, internal financial colleagues, as well as senior executives.

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5. Variance Analysis

high Demand
Here's how Variance Analysis is used in Manager Finance Planning And Analysis jobs:
  • Consolidated internal forecast and plan which centralized capital spending for actual, forecast, and budget reporting and performed variance analysis.
  • Created a structured budget process, prepared forecasts, collaborated with management team, and provided variance analysis to senior management.
  • Boosted reporting and variance analysis speed for senior management by collaborating with corporate finance and accounting to improve field accrual processes.
  • Composed and upheld various monthly analysis such as Price/Cost analysis, Purchase Price Variance analysis, and Customer Profitability analysis.
  • Analyzed month-end financial reports, provided variance analysis, researched and resolved financial irregularities, purveyed recommendations to upper management.
  • Managed Month-End Financial Reporting and Analysis, provided variance analysis, researched financial irregularities, and provided commentary support.
  • Assist in managing investment portfolios including process management, project approvals and variance analysis driving decisions impacting client relationships.
  • Established cost accounting function, methodologies and systems, including standard product costing, inventory management and variance analysis.
  • Spearheaded implementation of monthly budget variance analysis, review, and reporting procedures, improving overall financial management.
  • Job dimensions included regional business planning, forecasting, variance analysis, corporate reporting and capital investment evaluation.
  • Directed monthly departmental operating expense variance analysis and worked with managers to develop action plans for improvement.
  • Prepared monthly actual vs. budget variance analysis and financial reporting for board commentary and executive review.
  • Managed variance analysis and focused on early identification of operational and financial trends in the company/industry.
  • Prepared weekly/monthly/quarterly/ yearly management reporting, scorecard, variance analysis and commentary on key financial drivers.
  • Provided monthly management reporting to senior leadership including variance analysis and assessment of key trends.
  • Presented timely reporting of results with variance analysis to both Finance and Operational leadership teams.
  • Report monthly financial results to include variance analysis to proactively identify trends and potential issues.
  • Increased adoption of Hyperion planning application allowing business to streamline monthly forecasting and variance analysis.
  • Prepared quarterly balance sheet variance analysis and balance attestation of over 600 tax disbursement accounts.
  • Conducted variance analysis of monthly results; worked with operating managers to implement corrective actions.

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6. Financial Models

high Demand
Here's how Financial Models is used in Manager Finance Planning And Analysis jobs:
  • Created financial models encompassing sensitivity analysis to emulate buyers' returns, various financing strategies and identifying optimal timing of dispositions.
  • Developed and maintained monthly revenue, expense and profit forecast models for individual lines of business using internally developed financial models.
  • Researched, developed, and implemented comprehensive financial models to analyze and evaluate strategic alternatives used in long-term planning process.
  • Created financial models for projection and sensitivity analysis to provide management the information needed to make operational and financial decisions.
  • Assist in corporate business development by developing financial models to address business opportunities and justify product expansion recommendations or acquisitions.
  • Develop and maintain financial models that capture significant trends and/or significant changes that are implemented into the monthly roll-forward forecast.
  • Created and maintained financial models and reports used by management to evaluate various business case scenarios and strategic options.
  • Develop budget tools and prepare large intricate financial models to accurately portray financial metrics and evaluate company financial performance.
  • Developed financial models, which improved analysis and planning related to financial measurements, cash flow, and budget consolidation
  • Designed and developed complex financial models that allowed for detailed revenue and expense forecasting of multiple business segments.
  • Supported various operating groups and developed advanced financial models and operational improvement initiatives for presentation to company executives.
  • Developed and successfully implemented standard financial models, analysis of results reporting packages and management review processes.
  • Developed financial models for corporate-wide capital budget and monthly capital expenditure forecasts and eliminated capital reporting inconsistencies.
  • Created financial models for several acquisitions and integrated acquisitions into the financial plans of the business unit.
  • Develop detailed financial models including cost-benefit analysis and outlining key revenue drivers and critical success factors.
  • Prepared financial models to value acquisition opportunities and to quantify financial exposure/opportunities from various business decisions.
  • Develop complex financial models to support management decision making related to complex business and financial issues.
  • Develop sophisticated financial models and perform in-depth analysis used to influence senior management decision making.
  • Developed complex financial models to assist in the analysis of budget-to-actual variances and projected trends.
  • Develop financial models to measure and analyze company performance while ensuring accuracy of the data.

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7. Balance Sheet

high Demand
Here's how Balance Sheet is used in Manager Finance Planning And Analysis jobs:
  • Implemented 1st systematic forecast for balance sheet and cash flow in Hyperion planning providing senior management timely analysis for decision making.
  • Analyze monthly financial results including income statements and balance sheets and report results to internal management.
  • Improved balance sheet forecasting by driving accountability to lower levels and setting expectations.
  • Prepared and consolidated monthly estimated operating income statements and balance sheet metrics.
  • Overhauled promotional mail expense reporting process and eliminated outstanding balance sheet discrepancies.
  • General ledger updates, analysis and Balance Sheet reconciliations.
  • Prepare monthly balance sheet account reconciliations.
  • Evaluate their financial reports such as income statement and balance sheets and determining how the company finances will impact business operations.
  • Conduct monthly, quarterly and year over year trial balance and balance sheet reviews, explaining and documenting variances in accounts.
  • Model included income statement, balance sheet and full discounted cash flow analysis accounting for all product development & licensing costs.
  • Created detailed P&L, Balance Sheet and Cash Flow projections by region, then Consolidated at a Group level.
  • Led the entire NA finance team on balance sheet reconciliation project; presenting monthly project updates to the Sr. Executive Committee.
  • Perform balance sheet management for the account, worth in excess of $659M in revenue and $396M in expenses.
  • Directed monthly cash forecast and credit assessment of affiliates, validating balance sheet bad debt reserves, and impact of adjustments.
  • Created accurate P&L and balance sheet forecast and budget data based on trends and expected results from team members.
  • Led reporting to HQ Systems and Supply Chain and analyze YTD and Plan variances in P&L and Balance Sheet.
  • Designed 5-year strategic plan model that included monthly income statements, balance sheets, cash flow, and capital investments.
  • Build fully integrated income, balance sheet, and cash flow statement models to forecast possible acquisitions and business expansions.
  • Lead and support briefings to senior leadership on sales performance, business development opportunities and P&L/balance sheet performance.
  • Prepare balance sheet, profit and loss, cash flow, and stockholders' equity statements, and supporting schedules.

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8. Human Resources

high Demand
Here's how Human Resources is used in Manager Finance Planning And Analysis jobs:
  • Managed other administrative operations, such as facilities management, human resources, payroll administration and office operations.
  • Participated as needed in cash management and collections, customer relationship management, and human resources.
  • Managed all agency operations involving facilities, Human Resources, Information Technology and office administration.
  • Manage operational systems including Accounting, Human Resources/Payroll and Inventory Control.
  • Managed advertising and marketing efforts and human resources.
  • Supervised accounting, human resources and administrative staff.
  • Worked with Operations and Human Resources to create/implement new company policies, along with implementing the CMMI Foundation and Services Models.
  • Lead day-to-day efforts to oversee and manage all aspects of finance, accounting, human resources, legal and facilities administration.
  • Managed finances, human resources and state reporting for over 250+ employees, 4,500+ customers and 50+ subcontractors within 10 states.
  • Assisted in formulating policies, managing daily operations, and planning the use of materials and human resources.
  • Worked with various departments including Sales, A/P, IT, Finance, Procurement, and Human Resources.
  • Developed monthly Best Views for Human Resources at a department level with expense details at a managerial level.
  • Managed human resources, accounting, and finance for all FiveTen businesses within the Americas region.
  • Managed accounting and finance, business operations, human resources, contracts, and special projects.
  • Performed Human Resources duties including recruiting, new hire training, annual reviews and employee termination.
  • Managed finance, accounting, human resources, and compliance with laws, regulations and policies.
  • Handled direct overall daily operations with accountability in production, finance, and human resources.
  • Developed Annual Expense Plan at the employee level for Human Resources driving annual cost reductions.
  • Administered the Human Resources Department, which included payroll, benefits, and unemployment.
  • Planned, prepared, and attended management committee presentations with Senior Human Resources VP.

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9. Revenue Growth

high Demand
Here's how Revenue Growth is used in Manager Finance Planning And Analysis jobs:
  • Analyzed strategic planning initiatives and developed framework to track future revenue growth and cost containment strategies to meet corporate financial goals.
  • Created sales team productivity improvement model that led to over 10% revenue growth and over 30% productivity improvements.
  • Implemented operational improvements and changed the strategic focus of the organization to better utilize resources to drive revenue growth.
  • Developed business plans that were highly accurate and increased the revenue growth and profitability while motivating the employees.
  • Worked with product management and marketing teams on new product initiatives to drive double digit revenue growth.
  • Contributed to bottom line improvement of 4% and revenue growth of approximately $65 million.
  • Stimulated revenue growth and cost control by providing financial leadership to $590 million region.
  • Collaborate across the business teams to achieve financial results via revenue growth and cost reductions.
  • Analyze revenue trends and market performance to ensure revenue growth and positive return on investment.
  • Projected revenue growth over time through data collection with the use of Microsoft Excel.
  • Led FP&A role integrating 12 acquisitions and driving +30% revenue growth.
  • Served as key leader in effectively managing 15% annual organic revenue growth.
  • Audited pricing initiatives and provide recommendations to sustain long term revenue growth.
  • Design and maintain sales compensation programs to support aggressive revenue growth objectives.
  • Developed new reports and provided insight to saving opportunities and revenue growth.
  • Complied strategic plan that facilitated 54% revenue growth over prior year.

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10. Key Performance Indicators

high Demand
Here's how Key Performance Indicators is used in Manager Finance Planning And Analysis jobs:
  • Analyze trends in key performance indicators and performance vs peer/industry benchmarks, identifying and communicating key business risks and opportunities.
  • Promoted corporate growth through financial and operational analyses, authoring business cases, and identifying/measuring several Key Performance Indicators.
  • Collaborated with strategic management and outside consultants to develop key performance indicators for each business unit within the corporation.
  • Produced monthly financial review package covering key performance indicators, financial statements, capital spending, and variance commentary.
  • Authored financial management policies to control costs and established key performance indicators for internal and investor evaluations.
  • Produced executive and operational level dashboards to measure key performance indicators, enabling real-time monitoring and alerts.
  • Collaborated with over 7 departments to successfully implement new pricing and products against company Key Performance Indicators.
  • Created parts cash flow reporting and formalized/vetted balance sheet to ensure accurate reporting of key performance indicators.
  • Developed key performance indicators for international offices and analyses that helped international leaders with strategic decisions.
  • Produce and analyze company s key performance indicators to drive company's profitability through modeling.
  • Prepare monthly management reports including financial results, variance analysis and key performance indicators.
  • Designed and built operational databases for tracking key performance indicators at the manufacturing level.
  • Developed and managed Key Performance Indicators and Critical Success Factors for senior management reporting.
  • Improved company's key performance indicators to drive company's profitability through modeling.
  • Managed Vendor Relationship with oversight of control processes and daily key performance indicators.
  • Manage quarterly and annual external reporting of profitability measures and key performance indicators.
  • Developed management tools to measure and analyze financial ratios and key performance indicators.
  • Provided quarterly operations reviews outlining the business performance including key Performance Indicators.
  • Established weekly meetings to provide financial impact for key performance indicators.
  • Compile Monthly Key Performance Indicators Presentation for Management Review Meeting.

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11. General Ledger Accounts

high Demand
Here's how General Ledger Accounts is used in Manager Finance Planning And Analysis jobs:
  • Researched and developed processes to improve the balancing of several general ledger accounts resulting in increased accuracy of approximately 80%.
  • Maintained and reconciled various general ledger accounts relating to Co-Op Advertising income and receivables.
  • Reconciled various general ledger accounts and supervised month end closing.
  • Reconciled various accounts receivable and accounts payable general ledger accounts.
  • Created Lawson to SAP mapping tools for General Ledger Accounts, Companies and Cost Centers to aid staff in the transition.
  • Managed staff of 12 to reconcile loan/payment in-process general ledger accounts for various systems, which included several states and companies.
  • Standardized account reconciliation process and reconciled all general ledger accounts that hadn't been reconciled for past many years.
  • Analyzed and reconciled complex bank accounts, cash suspense, general ledger accounts, and daily claim adjustment activity.
  • Reconciled daily and month end general ledger accounts, bank statements while reviewing system reports for accuracy.
  • Updated Hyperion hierarchies for changes in corporate entities, products, staffing and general ledger accounts.
  • Converted payroll to ADP system mapping all general ledger accounts.
  • Reconciled 200 general ledger accounts.
  • Performed account analysis and reconciliations, including general ledger accounts, trend analysis, cost analysis and other ad-hoc analysis.

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12. Strategic Plan

high Demand
Here's how Strategic Plan is used in Manager Finance Planning And Analysis jobs:
  • Participated in organizational-wide strategic planning.
  • Used financial modeling and seasonal forecasting to formulate strategic planning of budgeting, purchasing, advertising, and anticipated monthly revenues.
  • Gathered data and provides financial analyses to facilitate key business decisions and strategic planning and communicates the results to senior management.
  • Analyze capital projects, developing strategic plans, establishing performance metrics, and working with company organizations to analyze growth opportunities.
  • Devised highly-efficient capacity planning model to facilitate strategic planning/establishment of performance targets by projecting required staffing levels for various delinquency stages.
  • Developed and managed 3yr strategic planning process in collaboration with Senior Management including recommendations, presentations and financial reporting packages.
  • Provided supporting analysis for multiple capital plans and pricing forecasts concurrently to aid management in adapting its strategic plan.
  • Linked Sales and Marketing forecasts to budgeting/outlook/strategic planning process, producing more realistic expense/headcount requirements to support revenue generation.
  • Produced high-level financial modeling, including sensitivity and scenario analyses, for internal strategic planning and external interface.
  • Coordinated and prepared forecasting requirements including monthly estimates, quarterly review packages, annual budgets and strategic plans.
  • Uncovered risks and opportunities in executing the strategic plan and delivered recommended action plans to senior management.
  • Directed strategic plan and operating plan processes and implemented a decision support system increasing operational performance visibility.
  • Developed annual operating and 3-year strategic plans with senior management to drive double digit divisional contribution growth.
  • Directed all financial analysis and reporting activities involving budgeting, forecasting, strategic planning, and reporting.
  • Work across functional areas to translate strategic plans into financial forecasts and communicate these to senior management.
  • Presented data analysis and recommendations employed by the management team in strategic planning and decision making.
  • Collaborated with external consultants to plan and execute several strategic planning workshops for Home Loans executives.
  • Developed 3-year strategic plan to increase shareholder value by delivering growth in revenue and profitability.
  • Reviewed and assisted in the implementation of strategic plans, productivity initiatives and restructuring programs.
  • Provide business division with strategic planning and financial support to help drive business management effectiveness.

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13. Process Improvement

high Demand
Here's how Process Improvement is used in Manager Finance Planning And Analysis jobs:
  • Managed the annual consolidated budget process for the $2+ billion company which included the implementation of significant process improvement initiatives.
  • Worked directly with senior management to define corporate strategy, measure corporate performance, and negotiate process improvements and cost reductions.
  • Manage day-to-day operations executing incoming and outgoing transactions; work flow and process improvements, compliance documentation and IRS reporting.
  • Directed standardization and process improvement measures: best practice sharing, establishing and implementing financial guidelines, plus educational workshops.
  • Performed critical BU liaison role for all Asia Pacific and Latin America sites to facilitate process improvement and infrastructure development.
  • Established process improvements in forecasting and reporting tools that improved consistency of data and timeliness of reports from various regions.
  • Developed and expanded a lean culture of process improvement and waste reduction through the coordination and oversight of hospital-wide initiatives.
  • Provide advice to department management regarding key process improvement opportunities and serve as critical resource for implementation.
  • Participated as an active team member on numerous process improvement projects including evaluation of outsourcing alternatives.
  • Led two process improvement teams to improve key organizational processes characterized by ineffectiveness and inefficiency.
  • Drive process improvement initiatives relating to planning, reporting and accounting to enable their implementation.
  • Identified and implemented process improvements resulting in an improved customer experience and business outcome.
  • Ensured optimum productivity through performance analysis and process improvements that favorable affected customer experience.
  • Developed process improvements and led implementation of best practices across finance/accounting and operations teams.
  • Led cross-functional project teams that analyzed, developed and implemented new process improvements.
  • Implement process improvements to our monthly cost forecast models including automation of reporting.
  • Initiated process improvements including headcount tracking, rolling 4-quarter forecast and purchase approvals.
  • Provided logistics process improvement recommendations using DMAIC Six Sigma methodologies and JDE.
  • Championed process improvements; identified opportunities to improve organizational alignment and decisions.
  • Implement internal process improvements to enhance department efficiency and reduce manual work.

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14. Business Development

high Demand
Here's how Business Development is used in Manager Finance Planning And Analysis jobs:
  • Enhanced customer experience and overall business development by implementing new business policies, guidelines and risk management tools as Financial/Accounting Manager.
  • Promoted to this position to provide support for financial analysis, planning, forecasting and business development activities.
  • Measured business development and performance against market strategy and plan for presentations to Chairman and Executive Committee.
  • Controlled budgeting, financial reporting, inventory, cash management, business development, and financial analysis.
  • Administered compensation for teams of Relationship Managers, Construction Lenders, and Business Development Officers.
  • Created an industry assessment and cash flow valuation model for evaluating new business development opportunities.
  • Partnered with Business Development to identify major revenue opportunities valued at over $65M annually.
  • Partnered with Business Development and Investment Teams to advise senior management on projected results.
  • Evaluated business development opportunities including new markets, mergers & acquisitions, and divestitures.
  • Coordinated with business development to vet all deal recommendations prior to senior executive review.
  • Collaborate with Vice President of New Business Development to establish income projections.
  • Coordinated and communicated business development needs of department with IT department.
  • Provided financial support and analysis for all business development opportunities.
  • Attended various technology conferences to increase business development.
  • Managed new business development projects and initiatives.
  • Led the budget planning for the new business investment team, including six product lines and 17 business development functions.
  • Performed business development tasks for new market segment in Florida, using previously established CMMI level 4 processes.
  • Work with the technical team and Business Development team to identify new business opportunities and develop capture strategies.
  • Ensured timely funding for global business development activities, marketing events, demo equipment and training programs.
  • Supported the business development department as well as all product lines for new business investment activities.

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15. Cost Savings

average Demand
Here's how Cost Savings is used in Manager Finance Planning And Analysis jobs:
  • Played key role in Strategic Sourcing Initiative by identifying and quantifying potential cost savings from coordinated procurement efforts across the Corporation.
  • Developed and implemented policies and procedures utilizing company-ticketing system for tracking of variable expenses and identifying cost savings opportunities and fraud.
  • Identified cost savings opportunities through the analysis of customer operations and through effective communication with sales and operations personnel.
  • Developed and implemented strategies to increase profitability of mailings, such as identifying cost savings and optimizing product mix.
  • Tracked expenses monthly to identify cost savings opportunities for consumer lines, including personal lines and accident/health divisions.
  • Harmonize cost savings and tracking practices for two manufacturing facilities, developing and maintaining standard reporting and procedures.
  • Developed and implemented capital cost savings tracking capabilities and increased profitability by an average of $7M annually.
  • Delivered six-figure cost savings by initiating expense analysis of equipment lease alternatives and entertainment costume purchasing.
  • Charged as leader on Nabisco acquisition integration team with securing delivery of synergy cost savings.
  • Dedicated financial lead for all global co-pack/co-manufacturing department cost savings projects/analyses and standard cost review.
  • Major emphasis on driving cost savings and business improvements to manufacturing and distribution operations.
  • Provided financial support and analysis for cost savings initiatives and union negotiations.
  • Analyzed capital expenditure proposals and negotiated acquisitions, with cost savings.
  • Prepared sensitivity analysis for capital funding and cost savings initiatives.
  • Developed models for increasing productivity and implementing cost savings measures.
  • Provide analysis for Senior management on cost savings opportunities.
  • Performed operations costing which translated into cost savings.
  • Identified productivity improvements and cost savings opportunities.
  • Analyzed, explained and presented monthly financial results to management teams; helped identify $5 million in annual cost savings.
  • Generated significant cost savings by building a successful and highly focused team of professionals to manage the complexity of this operation.

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16. Due Diligence

average Demand
Here's how Due Diligence is used in Manager Finance Planning And Analysis jobs:
  • Performed competitive analysis, financial modeling, offering memorandum development, due diligence and negotiations for six divestitures and acquisitions worldwide.
  • Participated in negotiations and led the strategic financial analysis and due diligence for multiple acquisition and divestiture opportunities.
  • Performed due diligence on potential acquisitions and integrated companies once acquired from both a financial and operational standpoint.
  • Supported all financial information requests from merger and acquisition department and contributed heavily in due diligence procedures.
  • Assisted Director of Business Venture in performing financial due diligence and preparing strategic analysis for potential acquisitions.
  • Assist in conducting due diligence on potential business acquisitions and participate in the integration of acquisition targets.
  • Prepared valuation analysis for the overall company as well as for due diligence on assets acquisitions/dispositions.
  • Supported financial and operational due diligence and integration of the company's acquisitions and divestitures.
  • Prepared various financial reports for outside organizations to perform financial and contractual due diligence.
  • Executed due diligence on 3 company acquisitions and created integration checklist for corporate departments.
  • Prepared value-added financial analyses, due diligence and reporting related to international acquisitions.
  • Participated in financial and operational due diligence on potential acquisitions and divestitures.
  • Analyzed potential mergers & acquisition targets including due diligence and financial modeling.
  • Performed due diligence activities for potential international acquisitions and long-term projects.
  • Developed and analyzed detailed financial information in merger due diligence efforts.
  • Managed and performed financial due diligence for corporate acquisition activities.
  • Manage all valuation and due diligence efforts in capital/equity transactions.
  • Developed and analyzed acquisitions and review due diligence of acquisitions.
  • Perform Due Diligence relating to corporate acquisitions and investments.
  • Participated in deal related activities including accounting due diligence.

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17. Customer Service

average Demand
Here's how Customer Service is used in Manager Finance Planning And Analysis jobs:
  • Act as intermediary between VP Finance and General Manager providing insight to business issues affecting customer service levels and accounting implications.
  • Created and instituted a sales order and repair/return process that significantly improved customer service and billing process.
  • Provide follow-through leadership to ensure that teams perform at peak efficiency and deliver high-quality customer service.
  • Developed customer service processes, procedures and policies to streamline processes and standardize customer experience.
  • Provided excellent customer service policy owners helping them answer questions regarding their policies.
  • Maintained manufacturer relationships by tracking and reporting on customer service surveys by store.
  • Designed customer service measurement surveys, performance standards, monthly business review reporting.
  • Supervised Billing Clerk and Customer Service Representative for a Non-Profit Organization.
  • Drive excellence in customer service through warehouse and assembly operations.
  • Awarded Customer Service Excellence award for exceptional business partnering skills.
  • Managed customer order fulfillment and resolved customer service issues.
  • Recognized through regional office for excellent customer service.
  • Commended for superior customer service and auditing abilities.
  • Focused on superior customer service delivery.
  • Increased sales 40% in first year by continued focus on improving customer service, product quality, and cost reduction.
  • Managed business strategies, project scopes, development and implementation of programs to enhance performance and improve customer service to clients.
  • Conducted biweekly operations meetings that handle all issues in accounting, logistics, customer service, and general company operations.
  • Handled every aspect from inception to execution, including: prototype, coordinating vendors, web marketing, customer service.
  • Supervised 13 employees in the areas of data entry, leasing and financing, payment processors and customer service personnel.
  • Enhanced customer service metrics by 4% by expediting the accounts receivable process and redesigning the customer resolution process.

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18. Executive Management

average Demand
Here's how Executive Management is used in Manager Finance Planning And Analysis jobs:
  • Conducted analyses and developed presentations to explain financial results to executive management for Board, analyst, and investor meetings.
  • Consulted with executive management to continually refine and expand key organizational metrics for presentation in standard and executive reporting packages.
  • Establish financial targets with executive management consolidate and review business unit submissions; identify major variance drivers and risks/opportunities.
  • Lead contact with division leaders for disseminating past financial results and communicating future business forecasts to Executive Management.
  • Defined divisional targets and analyzed multifarious what-if scenarios, presenting findings to executive management on an ongoing basis.
  • Enhanced customer profitability and optimized working capital by collaborating with global executive management team, evaluating complex deals.
  • Developed monthly forecasting tools and analysis to assist executive management in planning and forecasting current and future periods.
  • Presented budget and financial analysis to Commissioners at quarterly Commission Meetings, and other Executive Management Meetings.
  • Provided quarterly high corporate level presentations to provide executive management and shareholders with decision making tools.
  • Coordinated the annual budget process from data collection to analysis and presentation for executive management.
  • Consolidated inputs, analyzed results, and prepared key driver reports for executive management review.
  • Provided marketing metrics and ratios and delivered post campaign marketing analysis reports to executive management.
  • Provided executive management with recommendations to make strategic and tactical business decisions based on analysis.
  • Created detail financial statement analyses utilized by executive management in quarterly earnings release calls.
  • Recommended to executive management that staffing levels were too high for future operations.
  • Reviewed and analyzed contract proposals to determine financial impact and advised executive management.
  • Analyzed business unit financial and strategic plans and prepared commentary for executive management.
  • Analyzed and communicated financial metrics and trends to corporate and customer executive management.
  • Created monthly results metrics and presentations for Carrier President and other executive management.
  • Participate in project risk review meetings with executive management and project directors.

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19. Financial Analysts

average Demand
Here's how Financial Analysts is used in Manager Finance Planning And Analysis jobs:
  • Supervised divisional accountants/financial analysts/accounts payable.
  • Spearheaded and managed a team of 8 Financial Analysts tasked with performing a variety of financial analysis and business operation evaluations.
  • Managed, coached and developed 3-member team of senior financial analysts with responsibility for daily accounting and month-end closing.
  • Managed and developed one financial analyst directly and eight financial analysts via indirect reporting relationship.
  • Managed two senior financial analysts and performed routine assessments and annual performance reviews.
  • Managed and developed two senior financial analysts in their performance and development.
  • Managed and supervised performance and work responsibilities for four Financial Analysts.
  • Hired, supervised and developed two senior financial analysts.
  • Managed and supervised two financial analysts.
  • Managed two senior financial analysts.
  • Managed, developed, and oversaw the Financial Planning & Analysis (FP&A) Team of three financial analysts.
  • Acted as SAP CO key user to lead the entity's financial analysts on reporting and analysis, including user training.
  • Managed the daily operations of the FP&A department including overseeing and training a staff of 4 Financial Analysts.
  • Provide meaningful financial analysis, and have supervisory responsibilities over the financial analysts in the FP&A department.
  • Managed a team of financial analysts across two sites that supported $1.1 billion in international direct materials spending.
  • Manage and coordinate the work of a cross functional team, including 3 financial analysts & 2 operational leaders.
  • Finance and accounting manager of a team of 2-3 senior financial analysts within US Consumer shared services area.
  • Lead a team of two Senior Financial Analysts, three Senior Planning Analysts and one Finance Associate.
  • Managed a staff of four, composed of two Finance Managers and two Sr. Financial Analysts.
  • Mentored, guided and directed two divisional financial analysts to ensure consistency in processes and data.

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20. Annual Budget Process

average Demand
Here's how Annual Budget Process is used in Manager Finance Planning And Analysis jobs:
  • Coordinate and supervise annual budget process including guideline creation, template distribution and review meetings with senior management.
  • Planned and executed Semi-Annual Budget process and performed Operational and Cost Accounting.
  • Designed an annual budget process and executive presentation for the new organization.
  • Managed and lead the preparation, analysis, and coordination of the Annual Budget processes across all corporate departments and regions.
  • Serve as team budget coordinator for annual budget process, expense/revenue forecasting and trend assessment for over $190MM in EBITDA.
  • Resolved account financial issues during software conversion from IFIS to SAP and implementation of the monthly forecast and annual budget processes.
  • Implemented Adaptive Insights system to improve accuracy and efficiency of annual budget process and monthly actual analyses and metrics.
  • Managed annual budget process for this $4.5B Fortune 500 global energy provider with over 150 legal entities.
  • Assisted with the preparation of the monthly outlook, quarterly re-forecast, and annual budget process.
  • Led the annual budget process for the company including setting targets, preparing schedules and presentations.
  • Direct the annual budget process and present to upper level management and owners group.
  • Developed annual budget process, financial forecasts, operational analyses, and strategies.
  • Led the annual budget process and monthly forecast updates for corporate support functions.
  • Established an annual budget process with quarterly reviews conducted by the Management Committee.
  • Managed the quarterly and annual budget process for all worldwide manufacturing locations.
  • Led the annual budget process working with Business Unit leaders.
  • Executed annual budget process, introducing use of non-financial metrics.
  • Chaired the annual Budget process with department directors.
  • Initiate and expand reporting on margin/profitability analysis Coordination of annual budget process for entire Aftermarket division.
  • Managed annual budget process, including creating the timeline, reviewing the packages and running the presentations with senior management.

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21. Annual Plan

average Demand
Here's how Annual Plan is used in Manager Finance Planning And Analysis jobs:
  • Managed corporate results reporting process which included financial performance vs. annual plan and monthly projections.
  • Consolidated forecasting/planning files and shortened annual planning process and reduced department headcount by 1 person.
  • Challenged to develop fully automated budgeting and reporting models for Annual Planning Process.
  • Worked with key leadership coordinating annual planning process and preparing summary financial plans.
  • Instituted departmental budgeting and presented annual plan and quarterly forecasts to senior management.
  • Conduct monthly business reviews related to business financial investment and annual plan.
  • Reconciled and audited scheduled semi-annual plant inventories.
  • Own the Annual Plan process for Engineering, Product Management, Operations, Customer Support, Overhead and G&A.
  • Developed Annual Plan for Consumer and Small Business Markets for a $1.0 Billion revenue stream to support Corporate revenue targets.
  • Established controls and communication standards for annual planning and update process for capital, departmental spending and compliance cost reporting.
  • Track all competitive activity in the Seattle Division market area in five states and their impact to the annual plan.
  • Design, implement, and manage the annual plan process including developing the department budgeting template and consolidation process.
  • Led the quarterly forecasting, annual planning and long range forecasting processes with $2B in annual sales.
  • Meet regularly with site leadership to review forecast and help ensure facility remained on target towards annual plan.
  • Directed annual planning process, including revenue, expense, and headcount budgets and long term strategic plans.
  • Upgraded the annual plan process to include a more standardized and focused presentation highlighting the profit drivers.
  • Developed policies, procedures, and training material for the annual planning and monthly forecasting process.
  • Prepared & consolidated annual plan & regular re-forecasting of revenue, direct costs, & cash.
  • List all risks/opportunities to the forecast and plan and assist in the annual plan presentation to division
  • Core FP&A responsibilities include monthly close, quarterly forecast, and annual planning process.

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22. Financial Management

average Demand
Here's how Financial Management is used in Manager Finance Planning And Analysis jobs:
  • Provided design, technical development, implementation, and training for the company's first integrated financial management information system.
  • Implemented a new accounting system and financial management procedures to streamline budgeting and processing of financial data.
  • Provide a high-level of operation, administrative and financial management leadership in a fast-paced lean work environment.
  • Present negative financial issues and areas of opportunity for projects to both operations and executive financial management.
  • Designed curriculum and taught managers charge processes, budgeting and financial management skills for controlled performance.
  • Coordinated and consolidated $16B annual operating budget and financial management processes across 15 divisions.
  • Guided staff implementing financial management system to align with EVM requirements and cost-accounting standards directive.
  • Evaluated long-term financial management and planning with management of organization budget with Executive Director.
  • Designed and launched basic financial management training to property managers and assistant managers.
  • Provided outstanding time management skills and mentoring for employees and financial management.
  • Supported the implementation of Hyperion Financial Management for the consolidation and reporting.
  • Managed accounts receivable accounts working directly with the Financial Management Office.
  • Re-designed financial management of Asset Recovery business to better assess profitability.
  • Established and maintained consolidation system using Hyperion Financial Management.
  • Provide financial management support to drive improved profitability.
  • Provided counsel from a financial management perspective.
  • Prepared and reviewed Monthly Financial Management Package.
  • Compile and review profit plans and budgets, previous budget figures, and estimated revenue to provide to senior financial management.
  • Redesigned and streamlined SG&A budget process by replacing Excel as consolidation tool with Hyperion Financial Management (HFM).
  • Created and developed growth initiatives, contracting, revenue, expense and cost cycle management and all aspects of financial management.

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23. ROI

average Demand
Here's how ROI is used in Manager Finance Planning And Analysis jobs:
  • Provided ROI/spend efficiency data across teams and initiatives, communicated decisions and positioned funds were appropriate.
  • Developed business cases to analyze profitability and ROI on various investments and software product initiatives.
  • Performed investment decision support, including NPV/ROI/payback analysis, for capital and/or project proposals.
  • Collaborate with Business Development to estimate attractiveness of new Partnership opportunities (ROI).
  • Performed in-depth comparative ROI analysis for strategic capital planning and business development initiatives.
  • Support Operations by providing financial data and ROI analysis for potential investment opportunities.
  • Trained and mentored on ROI financial model throughout corporation resulting in enhanced understanding.
  • Developed financial strategy/model for Gateway rental new product launch that generated significant ROI.
  • Led ROI analysis of capital initiatives and product-line profitability.
  • Implemented ROI standardized process including templates for non-financial managers.
  • Prepared ROI analysis and supporting documentation on proposed initiatives.
  • Evaluated performance of portfolio including development of limited partnership volume and fee analysis, and ROI model for tracking investment returns.
  • Improved function-wide accuracy in project data records, which heightened understanding of ownership, ROI, priorities, and resource management.
  • Coordinated worldwide changes in the financial analysis modeling tools to more accurately measure cash and return on investment (ROI).
  • Finance Division representative for the selection of new HRIS operating software and calculated all financial ROI analyses related to the project.
  • Analyzed initiatives using profitability/cost analysis, return-on-investment (ROI) analysis, and internal rate of return (IRR) analysis.
  • Monitored and projected the division's cash flow and capital requirements (RBC, ROI, rating agency evaluations).
  • Advanced $50M ROI models to prioritize investments in SMB Long tail initiative - promoted from Senior Financial Analyst to Manager
  • Collaborated with general managers and virtual team to determine business strategy, product changes and resource investment with ROI analysis.
  • Developed P&L, ROI, NPV and payback analysis for new products, capital investments & initiatives.

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24. Direct Reports

average Demand
Here's how Direct Reports is used in Manager Finance Planning And Analysis jobs:
  • Managed two direct reports covering functional areas including cost accounting, program accounting, revenue recognition and government accounting.
  • Supervised eight direct reports and multiple inter-departmental teams; managed audit coordination, and financial reporting functions.
  • Managed daily operations with daily operations with direct reports in multiple divisions.
  • Managed direct reports and financial analyst teams through multiple restructuring initiatives.
  • Managed direct and indirect reports to support 5 revenue-generating departments.
  • Supervised and contributed to performance reviews for two indirect reports.
  • Provided direct reports with feedback and guidance on a consistent basis as well as through the mid-year and annual review process.
  • Play an integral role in maximizing the development and success of all direct reports through coaching, guidance, and education.
  • Hired, trained, coached, mentored, counseled and performance managed team of 25 direct reports in multiple locations.
  • Trained, coached and led direct reports and helped the central planning team s recruiting efforts and organizational development.
  • Managed three direct reports with span of 30 employees, empowering the team through proper support and follow-up.
  • Direct the activities of 12 direct reports, 3 supervisors, 1 manager, and 8 additional personnel.
  • Train, mentor and motivate 4 direct reports (1 Sr. Financial Analyst, 3 Cost Accountants).
  • Manage direct reports including goal setting, day-to-day tasks, workload, overall direction, guidance and feedback.
  • Manage a core and seasonal staff consisting of 2-5 direct reports and over a hundred field employees.
  • Hire, train, coach, motivate and evaluate performance and progression planning of their direct reports.
  • Led all aspects of FP&A department, with 2 direct reports (one Manager-level).
  • Managed a staff of twenty employees with 15 being direct reports and reported directly to the CFO.
  • Supervised a team of 2 direct reports and managed a $100M annual promotional activities budget.
  • Reported directly to CFO of business unit and managed staff of up to 3 direct reports.

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25. Gaap

average Demand
Here's how Gaap is used in Manager Finance Planning And Analysis jobs:
  • Developed and implemented model integrating Excel/Access that reconciled monthly adjustments from internal reporting to GAAP reporting.
  • Redefined corporate policies and procedures to align with appropriate accounting requirements under GAAP/FAR requirements.
  • Provided advanced modeling for mergers and acquisitions, IPO preparation, capital investments, and debt recapitalization while ensuring GAAP compliance.
  • Interpreted Generally Accepted Accounting Principles (GAAP) for practical application by division management and assured compliance with policy and GAAP.
  • Supervised a professional financial staff in the preparation of monthly financial statements in accordance with GAAP and internal accounting policies.
  • Developed summary of the operating/financial results, ensuring compliance with GAAP and proper business unit accounting and reporting of results.
  • Coordinate teams, assess statement risk, apply accounting principles (GAAP), and provide review of profitability analysis.
  • Determined the appropriate revenue recognition treatment for customer contract with the company s revenue recognition policy under US GAAP.
  • Planned, directed and controlled finance, accounting (per GAAP), HR, operations and purchasing functions.
  • Provided guidance and support to all field (sales) financial analysts regarding any GAAP related issues or questions.
  • Maintain and update monthly and quarterly company equity schedules to record accounting entries as needed ensuring compliance with GAAP.
  • Prepared GAAP financial statements for AOP, including Income Statement, Balance Sheet, and Statement of Cash Flows.
  • Developed workshop for treatment of expense and capital items in accordance with GAAP and company policy and SOP 98-01.
  • Reviewed JV s financial statements and reconciled against U.S. GAAP on asset capitalization, inventory valuation and impairment test.
  • Directed the preparation of financial and strategic plans, reporting of GAAP financial statements, and rolling forecasts.
  • Adhere to GAAP revenue recognition standards and ensure all monthly, quarterly and year-end revenue is accounted for.
  • Ensured those forecast were completed accurately, timely, and in compliance with FERC and GAAP financial reporting.
  • Coordinate month-end closings including monthly analysis of expenses, journal entries and accrual entries according with US GAAP.
  • Analyzed existing and future service contracts to ensure compliance and proper revenue recognition in accordance with GAAP.
  • Ensured consistent application of GAAP and provided support for Federal Energy Regulatory Commission (FERC) reporting.

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26. Journal Entries

average Demand
Here's how Journal Entries is used in Manager Finance Planning And Analysis jobs:
  • Prepared journal entries and documented work appropriately to substantiate the work performed and conclusions reached to facilitate supervisory review.
  • Handle month-end journal entries including margin analysis, and investigate capacity cost variances and financial statement generation.
  • Performed monthly expenditure analysis creating adjusting journal entries when required.
  • Performed bookkeeping tasks in QuickBooks, including A/P and A/R, deposits, journal entries, invoices and sales receipts.
  • Co-led the month end closing process and variance analysis, review supporting documents for manual adjusting and accrual journal entries.
  • Execute month-end close processes for Network Communications group, including variance analysis, preparation of journal entries and reporting.
  • Approve journal entries, budget adjustments, accruals, new resource requests, and resource/department budget tree edits.
  • Collaborated with Accounting Department to ensure that month-end journal entries and accruals are posted timely and accurately.
  • Process journal entries and adjustments as needed to ensure that the general ledger is accurately reflected.
  • Review and approve relevant monthly journal entries and balance sheet and P&L account reconciliations.
  • Prepared monthly payroll journal entries as it relates to gross monthly payroll totals and taxes.
  • Recommend and implement improvements for the preparation journal entries and reports for overhead and forecast.
  • Reviewed monthly journal entries and balance sheet account reconciliations to ensure compliance with policy.
  • Managed month-end close process, reviewed and approved all journal entries and account reconciliations.
  • Worked closely with Revenue & Expense accounting to verify accurate journal entries and results.
  • Reviewed monthly journal entries, revenue reporting, balance sheet, and account reconciliations.
  • Entered material adjusting accrual and deferral journal entries in Oracle general ledger system.
  • Teamed up with financial analysts on month end close and accrual journal entries.
  • Manage monthly closing process including journal entries, account reviews and report generation.
  • Prepared month end journal entries as well as all client quarterly reconciliations.

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27. Financial Support

average Demand
Here's how Financial Support is used in Manager Finance Planning And Analysis jobs:
  • Provided financial support to the beverage operations team and served as primary liaison between Manufacturing and Category Finance.
  • Managed the financial support team for seven manufacturing plants and seven additional forward distribution centers in North America.
  • Coordinate working capital levels within Supply Chain* Month-end close and financial reporting* Operational and cross functional financial support
  • Market Financial Support: Responsible for analyzing and reporting the profitability of commercial and industrial customers.
  • Instituted financial reporting and monthly reviews to provide financial support and analysis.
  • Provided financial support and business direction to all levels of organization.
  • Provided financial support for planning and analysis for new acquisitions.
  • Orchestrated comprehensive turnaround of financial support and control processes.
  • Provided financial support for Distribution Six Sigma initiatives.
  • Monitored and tracked graduate student financial support.
  • Provided comprehensive financial support for the $52 million dollar Business Area Team through preparation of budgets, schedules and expenditures.
  • Provided financial support and strategic advice to corporate mergers and acquisitions (M&A) team for potential target companies.
  • Spearheaded the financial support team to achieve the goal of reducing the 120 days outstanding portfolio by 95% in 2001.
  • Participate in daily operational activities acting as a true business partner and financial support for sales, marketing, and operations.
  • Provided financial support for national sales and marketing organization with $1B in annual revenue and $400M in departmental expense.
  • Reported directly to CFO of Growth Markets in providing direct financial support to $1B Latin America and South Africa businesses.
  • Provided primary financial support for Operations Director, including producing all revenue projections and revenue recordings for downstate New York area.
  • Directed day-to-day operations of financial support center providing advisory and program support for multiple units within the Middle East Region.
  • Provided financial support to the Vice President of Domestic Products - AT&T Consumer's largest product portfolio.
  • Provided plans, forecasts and financial support to IT, Real Estate, Finance, HR and Marketing groups.

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28. Special Projects

average Demand
Here's how Special Projects is used in Manager Finance Planning And Analysis jobs:
  • Utilize exceptional communication skills to interface with employees across multiple companies, ensuring efficient completion of special projects.
  • Prepared and presented numerous special projects providing technical and financial support to carry out management objectives.
  • Performed analyses on special projects regarding opportunities in both the domestic and international beer business.
  • Supported special projects as assigned, including business development, acquisitions, and restructuring.
  • Executed special projects relevant to analysis and integration of potential and new acquisitions.
  • Developed and analyzed financial projections including special projects.
  • Performed special projects and other analysis as required.
  • Manage the day-to-day office management for a staff between 20-23 people, which includes administrative duties and special projects as assigned.
  • Prepare Monthly Operating Review materials, Board of Directors presentations, as well as complete special projects for Senior Management.
  • Conduct meetings for Management, reporting on cost performance, production schedules, special projects and performance metrics.
  • Headed special projects to help assist the recapitalization and sale of the company to the new owners.
  • Controlled special projects such as major office fire and a roof collapse on a 66-unit building.
  • Complete special projects for Engineering such as the evaluation of labor cost and cell site build.
  • Supervised the accounting staff and the department's day-to-day processes as well as special projects.
  • Lead special projects for the Unit Controller and Chief Financial Officer (CFO).
  • Provided financial expertise to the Vice President and Chairman on special projects.
  • Handled all special projects and assignments for Director of Finance.
  • Complete special projects based on the request of senior management.
  • Promoted, lead and took part in Special Projects Training.
  • Initiated and managed the special projects PMO for the company.

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29. SOX

average Demand
Here's how SOX is used in Manager Finance Planning And Analysis jobs:
  • Managed capital projects, coordinated profit planning and annual business meetings, and co-managed SOX compliance implementation.
  • Managed the SOX compliance process for three years, never receiving an out of cycle internal or external audit.
  • Key financial member in quarterly Business Reviews, Inventory audits, and SOX audits throughout North America.
  • Manage SOX controls and help build a strong control environment for the corporate FP&A function.
  • Updated and maintained internal SOX controls to include internal process changes within the FP&A organization.
  • Performed SOX audits for locations in Canada, Brazil, South Africa, Germany and France.
  • Performed the monthly SOX compliance check for subscriber credits and adjustments (C&A).
  • Run SOX audits, internal and external and ensure corrective actions put in place and adhered.
  • Implemented an audit process to check adherence to Frito Lay and SOX control standards and guidelines
  • Selected by Controller to serve as SOX Assessment Lead for West Palm Beach PWR organization.
  • Maintain financial records in accordance with SOX, corporate policies, and government regulations.
  • Worked with Internal Audit to document and implement appropriate controls as regards SOX 404.
  • Hired and managed consultant responsible for implementing SOX compliance within Great Plains general ledger.
  • Coordinated all g/l related activities with IT department under more stringent SOX system requirements.
  • Monitored Japanese Sarbanes-Oxley (J-SOX) compliance re: month-end closing and financial reporting.
  • Assisted with information & document preparation for 10K, 10Q and SOX compliance.
  • Developed financial reports, monthly accounting close, SOX compliance and audit standards.
  • Fulfilled SEC and SOX compliance requirements for MCI 10K P&L restatements.
  • Played a pivotal role in the company's first SOX implementation and audits.
  • Led the coordination of Sarbanes-Oxley (SOX) testing for HQ Operations team.

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30. Close Process

low Demand
Here's how Close Process is used in Manager Finance Planning And Analysis jobs:
  • Supported the Vice President of World-wide Operations Finance supporting the annual/quarterly budgeting process, financial close process and management reporting.
  • Focused on the finance area incorporating best practices in the areas of Accounts Receivable, Cash Management, and Close Process.
  • Support close process with analysis of current and projected debt activity and prepare account analysis and key reconciliations for monthly close.
  • Streamlined month-end close consolidation process with implementation of hard close process, formal checklists/procedures, spreadsheet automation, and templates.
  • Work closely with upper management to identify time and cost saving measures to expedite the monthly and quarterly close process.
  • Streamlined monthly close process for Operations Finance as a part of corporate initiative to deliver a shorter close schedule.
  • Completed the month-end financial close process along with a team of 6 staff accountants in the General Office location.
  • Review, analyze and report monthly results of the financial close process using CognosTM1 reporting software to Senior Executives.
  • Increased reporting integrity and efficiency on Subscriber month end close process, reducing required resources by 83%.
  • Monitored $12.5M month-end close process to ensure all revenue and receivable entries were completed by assigned deadlines.
  • Oversee monthly close process; prepares monthly financial reporting packages and presents results to senior leadership.
  • Automated the monthly financial close process, reducing cycle time 75% and labor 66%.
  • Improved monthly close process by eliminating manual interventions to reduce time to close by 2 days.
  • Coordinated efforts of research and analysis for any variance issues arising from the close process.
  • Managed the monthly, quarterly and annual close process and standardized financial reports and processes.
  • Assisted in the completion of the monthly/quarterly close process, including preparation of the 10Q/10K.
  • Advise Corporate Controller in the accounting close process on monthly accruals and revenue recognition.
  • Initiated new month end close process which reduced reporting time by 67%.
  • Managed Accountants and Analysts for monthly close process, analysis & operations initiatives.
  • Cut three days out of the Close Process through automation and process changes.

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31. Internal Controls

low Demand
Here's how Internal Controls is used in Manager Finance Planning And Analysis jobs:
  • Planned and executed 50% downsizing within general accounting department without compromising internal controls or obtaining any internal audit report comments.
  • Researched new law to identify financial reporting and internal controls requirements, and led corporate-wide execution of new compliance systems.
  • Implemented process controls and improvements in compliance with company's internal controls and accounting practices leading to successful certification.
  • Established and developed written policies and procedures to ensure adequate internal controls over company assets and operational procedures.
  • Recommended and developed changes in policy, internal controls and procedures regarding allocation of program funding.
  • Developed, implemented and maintained internal controls to maximize revenue opportunities and minimize revenue leakage.
  • Evaluated current processes, documented internal controls and developed test plans required under Sarbanes-Oxley.
  • Audited data from multiple sources and implemented internal controls to ensure data accuracy.
  • Introduced new financial controls and processes to enhance internal controls and maximize resource efficiency
  • Created and documented internal controls related to accounting functions with audit approval.
  • Participated in Sarbanes-Oxley project to document process flows and establish internal controls.
  • Developed internal control review process to mitigate a weakness in internal controls.
  • Implemented Standard Operating Procedures, Internal Controls and Customer Information Protection.
  • Evaluated and monitored internal controls and supported internal and external audits.
  • Reviewed internal controls and trained five associates on preparing Sarbanes-Oxley documentation.
  • Implemented internal controls and coordinated/managed internal/external financial and SOX audits.
  • Established and monitored internal controls of agency assets and resources.
  • Completed internal audit questionnaire for corporate verification of internal controls.
  • Implement internal controls critical to increasing corporate viability.
  • Coordinated quarterly testing of Division's internal controls.

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32. ERP

low Demand
Here's how ERP is used in Manager Finance Planning And Analysis jobs:
  • Reviewed, analyzed, and interpreted the financial results and/or forecast ensuring management was aware of any underlying risks and/or opportunities.
  • Managed financial planning, analysis, budgeting, and forecasting while providing financial oversight and driving financial performance across the enterprise.
  • Provide interpretation to facilitate executive level decision making; that lead to maximum compensation effectiveness and minimum operation expense risk.
  • Created and reviewed Capital Requests related to the consolidation of contracts into enterprise agreements and the accounting implications.
  • Lead implementation of new purchase and procurement system utilized by enterprise including conducting staff demo and training.
  • Monitored accounting processes and controls with newly formed partnerships, and drove interpretation/implementation of new Accounting pronouncements.
  • Managed a team of finance analysts responsible for business case development on enterprise-wide initiatives for national deployment.
  • Provide senior management with insightful analysis and interpretation of potential financial performance for start-up product-lines.
  • Produced quarterly 'Go-to-Market' financial and statistical Excel and PowerPoint reports for upper-management meetings.
  • Partner with Supply Chain counterparts to identify, quantify, and implement productivity initiatives.
  • Value-added analysis using PowerPivot tables in Excel via Access interface into general ledger system.
  • Managed financial & operating integration of $36M technology team into Enterprise Technology.
  • Performed modeling for acquisitions, divestitures, liquidity, and enterprise valuation.
  • Performed extensive modeling and analysis to drive value-added decisions for the enterprise.
  • Researched numerous enterprise planning software applications and implemented Adaptive Planning at Peregrine.
  • Managed multiple global contractor teams for enterprise financial system redesign and expansion.
  • Structured and priced software/hardware enterprise license agreements to meet customer specific needs.
  • Championed Enterprise Data Warehouse and customer reporting tools as business sponsor.
  • Partnered with corporate departments and enterprise-wide management to gather financial data.
  • Designed and interpreted global business dashboards, and provided actionable intelligence.

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33. Revenue Recognition

low Demand
Here's how Revenue Recognition is used in Manager Finance Planning And Analysis jobs:
  • Reduced operating costs 93% and expedited revenue recognition by designing and implementing automated electronic software delivery (ESD) solution.
  • Implemented gross to net sales reconciliation and net revenue reporting methodology for revenue recognition and reserve management.
  • Implemented Sales automation software for managing customer data from lead generation and forecasting to revenue recognition.
  • Restated accounting results and standardized financial practices (including recommendations to integrate revenue recognition processes).
  • Manage sales commission calculation model and process including supporting the bookings and revenue recognition process.
  • Ensured proper accounting treatment and revenue recognition for transferred projects from acquired companies.
  • Improved revenue recognition program, providing more accurate accounting information.
  • Reviewed billing contracts to determine the appropriate timing for revenue recognition
  • Calculated revenue recognition based on deferred subscription accounting method.
  • Applied Lean Six Sigma principles to revenue recognition process to improve timeliness of general ledger posting of international orders.
  • Create and maintain a complex revenue accrual process, working around incomplete data and aligning with revenue recognition policies.
  • Created controls in areas of budget / forecast, capital planning, revenue recognition, resource planning and restructuring.
  • Improved the service delivery process and restructured the manner in which budgeting, revenue recognition and bonuses were linked.
  • Lead team in determining proper methods of revenue recognition for projects (percent complete vs. complete contract).
  • Work closely with Project Managers and Directors to ensure contracts are within pricing and revenue recognition guidelines.
  • Identify risks and revenue recognition issues; suggest alternatives that lead to the best solution.
  • Assist in the development of revenue recognition guidelines for the company's various services.
  • Managed deal flow for impact on revenue recognition and compliance with internal credit policies.
  • Involved with revenue recognition, SOP 97-2, Oracle implementation and project reporting.
  • Created processes to ensure accurate and timely cost capture and revenue recognition.

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34. Quickbooks

low Demand
Here's how Quickbooks is used in Manager Finance Planning And Analysis jobs:
  • Launched QuickBooks and independently reclaimed control over internal book-keeping for several key business processes.
  • Coded expenses into QuickBooks utilizing a job costing allocation system.
  • Researched and managed the seamless transition from a highly ineffective accounting software application to a far more efficient QuickBooks accounting system.
  • Transferred initial year of financial history from spreadsheets and handwritten notes into QuickBooks, and maintained cohesive digital tracking thereafter.
  • Reconciled and prepared weekly and monthly internal financial reports via QuickBooks for President of the company and CPA.
  • Processed and issued payments to subcontractors, employee paychecks and statements of earnings and deductions via QuickBooks.
  • Control all assets, liabilities and funds through the use of QuickBooks Online and excel spreadsheets.
  • Handled year-end audits and reconciliations in QuickBooks in preparation for IRS filing of taxes.
  • Utilized QuickBooks for monitoring & controlling for financial & accounting analysis & reporting.
  • Create reports using Excel and QuickBooks to analyze data to maximize profitability.
  • Deposit commission checks to bank and log in QuickBooks.
  • Preformed monthly reconciliation of all accounts in QuickBooks.
  • Input sale and cost into QuickBooks job budget.
  • Worked alongside the accounting department on QuickBooks.
  • Upgraded QuickBooks financial software to current version.
  • Trained coworkers on the usage of QuickBooks.
  • Input financial transactions into QuickBooks daily.
  • Input project budget into QuickBooks.
  • Designed and implemented specific programs in various departments and managed Finances in the accounting department using Quickbooks.
  • Process payroll for 50 employees via third party vendor to be replaced with in-house Quickbooks system.

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35. R

low Demand
Here's how R is used in Manager Finance Planning And Analysis jobs:
  • Formulated conversion of cost-to-profit centers of departments and divisions (outsourcing) and accurately prepared financial and cash-flow budgets and forecasts.
  • Developed training materials and coordinated the training for more than 100 relationship officers statewide on the Customer Profitability system.
  • Directed internal control of selective accounting system entries to ensure the timeliness and accuracy of resultant reporting.
  • Developed and tested Sarbanes-Oxley controls, and created monthly reporting documentation facilitating quarterly management sign off.
  • Participated on multiple post-acquisition task forces combining Thomson's Lawyers Cooperative Publishing and West Publishing.
  • Executed retention/increasing revenue for both businesses via social media/SEO marketing and event planning/coordinating campaigns.
  • Provided management with financial analysis of business plans from prospective franchisees or equity partners.
  • Collaborated with audit group and project managed activities in support of several state examinations.
  • Team member assignments to business and commodity groups provided dedicated resources where needed.
  • Validated daily cash reconciliations, and resolved escalated account and billing issues.
  • Assessed suitability and feasibility of Alcoa's long-term strategic objectives and metrics.
  • Modeled and managed financial scenarios for prospective markets or specific equity opportunities.
  • Worked with investment bankers and prepared acquisition market/financial analyses for senior management.
  • Instituted structure in contract negotiations by authoring the Corporate Credit Policy.
  • Planned and organized all Board and official organization meetings and conferences.
  • Implemented installation of an automated accounts receivable system within four months.
  • Facilitated training to newly acquired divisions on merchandise and financial systems.
  • Review and process monthly or quarterly Defective allowances for applicable customers.
  • Expanded global analysis of financial results that enabled more insightful executive reviews
  • Reconcile TM1 system to ensure reporting accuracy between different company systems.

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36. Essbase

low Demand
Here's how Essbase is used in Manager Finance Planning And Analysis jobs:
  • Prepared Hyperion ESSBASE reports for assessing overall profitability and revenue recognition that resulted in better revenue generation and subscriber trend analysis.
  • Lead the implementation of an Essbase relational database package to simplify the retrieval and reporting of financial and statistical information.
  • Managed the creation various applications including a Scorecard and a Profit Planning solution implementing Hyperion Essbase data cubes.
  • Authored Hyperion Essbase Database manuals spanning maintenance, reporting, reconciliation, and security entitlement procedures.
  • Completed Hyperion Essbase planning & reporting system implementation for US division and improved financial visibility.
  • Assisted in the construction/implementation of Hyperion Essbase and improvement of global financial system reporting.
  • Developed Essbase excel financial modeling for internal reporting utilizing VBA detailing profitability by location.
  • Implemented Hyperion Essbase budgeting and forecasting database streamlining and enhancing accuracy and actionable intelligence.
  • Developed an Essbase-based system to provide flexibility and ownership of budgets and goals.
  • Led the implementation of Essbase strategic planning and industry/market share analysis systems.
  • Developed innovative reports utilizing Essbase resulting in enhanced clarity and decision making.
  • Converted budget consolidation system from Microsoft Access to Hyperion Essbase.
  • Developed and implemented a new Access/Essbase database.
  • Project Manager Hyperion Essbase implementation.
  • Redesigned planning and forecasting templates, utilizing Essbase and VBA for Excel, helping market teams bolster efficiency and reduce errors.
  • Trained 15 teams on programmatic download from Hyperion Essbase, using VBA; saved ~200 hours/year per Analyst.
  • Ensured integrity of financial data and managed Hyperion Essbase reporting infrastructures for the FP&A team.
  • Participated in the development and implementation of Oracle Essbase and Oracle Hyperion reporting and planning systems.
  • Utilized expertise in tools such as Oracle EPM and Reporting Studio, Hyperion Planning and Essbase.
  • Synchronized Hyperion and ESSBASE database with actual expenses and headcount from Oracle Financials - G/L.

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37. Capital Expenditures

low Demand
Here's how Capital Expenditures is used in Manager Finance Planning And Analysis jobs:
  • Monitored and assisted business development activity, including financial analysis of potential acquisitions and approval of all capital expenditures.
  • Performed investment valuations and Incremental Funding Request analysis to recommend proposals to senior management on all capital expenditures.
  • Participated in financial duties while supporting special projects including acquisitions, capital expenditures, and new product/service offerings.
  • Support and prepare business cases for major Capital Expenditures including preparation and oversight of post-investment reviews.
  • Organize, implement and maintain procedures for controlling overhead expenses and capital expenditures.
  • Evaluated capital expenditures and other investments, including analyzing Capital Spending Performance Review.
  • Prepare Cash flow analysis and financial forecasts for operating expenses and capital expenditures.
  • Evaluate financial consequences of major capital expenditures from a strategic and financial perspective.
  • Develop and modify corporate models related to budget forecast and capital expenditures.
  • Managed the annual planning processes including salary and capital expenditures.
  • Performed and critiqued economic evaluation justifications for capital expenditures.
  • Reviewed/analyzed all Abbott Nutrition Requests for Capital Expenditures.
  • Prepare any necessary journal entries while maintaining and analyzing capital expenditures, buy vs. lease analysis and endowment and fund transactions.
  • Teamed with Operations Department to develop and manage financial plans, including quarterly forecasts, annual budget & capital expenditures.
  • Provided recommendations for reductions in capital expenditures to senior management, resulting in 14% reduction in capital spend.
  • Created a Capital Expenditures process that tracks expenditures and cash flow to ensure that no surprises are encountered.
  • Analyze all capital expenditures to ensure that an acceptable rate of return is achievable for each investment.
  • Designed and implemented a business case analysis (ROI) supporting investment requests for capital expenditures.
  • Analyzed and tracked capital expenditures versus goal through the use of our activity management system.
  • Created and maintained Board of Directors schedules for headcount and salaries and capital expenditures.

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38. Monthly Basis

low Demand
Here's how Monthly Basis is used in Manager Finance Planning And Analysis jobs:
  • Analyzed Company and individual departments actual performance versus budgeted operating expenses on a monthly basis.
  • Provide operations planning with productivity numbers on a monthly basis.
  • Monitored and analyzed productivity goals on a monthly basis.
  • Reconcile and close A/P, A/R, and payroll sub-ledgers on a monthly basis, validated content and resolved various issues.
  • Reconcile 21 bank accounts on a monthly basis, log credit card statements, cross check due to/ due from accounts.
  • Work closely with executive committee to develop the annual budget and manage the annual operating budget on a monthly basis.
  • Presented business performance information and recommendations to FE's senior management team on a daily, weekly and monthly basis.
  • Track and report all first semester Financial Aid and ensure all Federal and State regulations are met on a monthly basis
  • Created a process to easily and effectively forecast the balance sheet and cash flow statements on a monthly basis.
  • Created many operational excel tools for reconciling, tracking and reporting activities on a weekly, monthly basis.
  • Supported plant controllers globally to forecast and prepare for current and expected operating conditions on a monthly basis.
  • Developed driver based forecasting/budgeting for revenue, improving forecasting to within 1% variance on a monthly basis.
  • Compare actual P&L results to budget, estimate and prior year on a monthly basis.
  • Managed all corporate finance reporting processes on a monthly basis and presented results to senior executives.
  • Developed and presented monthly financial package to vice president and five directors on a monthly basis.
  • Tracked business case projects on a monthly basis once implemented and reported on outcome and forecasts.
  • Monitored accruals and select prepaid expenses on a monthly basis and reviewed results with VP- Controller.
  • Consolidated cost variances for Meals and Enhancers on a monthly basis and for major forecasts.
  • Visited regional centers on a monthly basis to perform Sarbanes-Oxley testing & ensure full compliance.
  • Developed a reporting package that was sent to CFO / CEO on a monthly basis.

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39. Business Cases

low Demand
Here's how Business Cases is used in Manager Finance Planning And Analysis jobs:
  • Developed and revised business cases, created appropriate assumption set and modeled business results for products under consideration for development.
  • Developed business cases to support new business investments and presented investment recommendations to executive leadership.
  • Evaluated numerous business cases to optimize spend with limited marketing funding.
  • Prepared and analyzed business cases for proposed initiatives.
  • Developed business cases to support order-to-cash process changes.
  • Presented formal business cases to management.
  • Identified information required for business cases, provided requirements, and collaborated with Project Management Office (PMO).
  • Co-developed business cases for award-winning product launches that exceeded goals for revenue, sales, and profitability.
  • Developed business cases, reviewed pricing, valuations & business plans for new product launch.
  • Guided and engaged teams in increasing technical details on yearly business cases and scenario analysis.
  • Work with colleagues to analyze costs, investments, and develop business cases.
  • Prepare and present business cases for senior management's review to demonstrate findings.
  • Created the standard financial model used company-wide in all postpaid business cases.
  • Develop business cases for new store locations & specific marketing tactics.
  • Create financial business cases for new product and service offerings.
  • Develop business cases for $100 million acquisitions.
  • Develop and present business cases for M&A activities for Raytheon.
  • Developed business cases to drive strategic decisions (i.e.

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40. Actual Results

low Demand
Here's how Actual Results is used in Manager Finance Planning And Analysis jobs:
  • Provide timely explanations of variances between actual results and forecasts/budgets; provide corrective action recommendations to management, where necessary.
  • Leverage use of external drivers including end-market trends and economic indicators to understand actual results and evaluate future forecasts.
  • Prepared monthly forecasts for the consolidated operations and prepared Board of Directors presentations with forecasts and actual results.
  • Detailed financial performance of the company providing narratives to Senior Management detailing actual results and forecast changes.
  • Calculated manufacturing usage variances: Comparing actual results to forecast identifying deviations and implementing corrective action.
  • Prepared and validated monthly financial reporting and analysis of actual results in Hyperion planning system.
  • Performed variance analysis of budget to actual results and reported findings to management.
  • Managed budget and forecast updates, integrated actual results into budgeting models.
  • Conduct variance analysis explanations between actual results and budget or latest forecast.
  • Monitored and analyzed monthly performance of actual results versus budget.
  • Provided management reports on budgeted and actual results.
  • Prepared and presented analysis and commentary explaining actual results and trends versus, budget, forecast, and prior year results.
  • Identify, analyze, address and write to variances between actual results vs. the budget, estimate and the prior year.
  • Direct the timely comparisons of actual results to plan and forecast for the purpose of identifying trends/anomalies that may require action.
  • Generate bridge analysis, make presentations and recommendations to the GM and Corporate Offices on actual results against budgeted numbers.
  • Consolidate, analyze and report business unit actual results and financial positions on a monthly, quarterly and annual basis.
  • Interact proactively with the Accounting group to exchange information about the expected results as compared to the actual results.
  • Lead weekly/monthly P&L projection process for $350M unit, including reporting actual results versus budget.
  • Developed internal management reporting and variance analysis of actual results vs. budget, forecast, and prior year.
  • Presented budgets, forecasts and actual results to the CEO and other members of the executive management team.

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41. Financial Plans

low Demand
Here's how Financial Plans is used in Manager Finance Planning And Analysis jobs:
  • Supported implementation of the new rolling forecast/plan process which will improve alignment of operational business plans with financial plans.
  • Developed and administered financial plans and forecasts; and provided financial and budget analysis to increase resource efficiency.
  • Created annual financial plans and quarterly forecasts across five business entities and effectively negotiated finalization with Senior Management.
  • Developed holistic financial plans for clients including retirement, major purchase, life and disability insurance planning.
  • Provide recommendations to Senior Management for financial plans, acquisitions, and trended future requirements.
  • Coordinated quarterly financial reviews and delivered strategic sales and financial plans for e-commerce organization.
  • Develop financial plans and deliver viable solutions while providing excellent customer services.
  • Developed and presented strategic financial plans.
  • Partnered with key members of each functional department to build financial plans and the detailed budgets used to achieve company goals.
  • Managed daily office of these two independent financial planning firms and developed financial plans for clients under each firm.
  • Developed operating budgets, financial plans, IBNR model including lag schedules, and risk sharing provider compensation models.
  • Developed divisional financial plans for $4.7B in sales and $1.6B in operating expenses covering 237 locations.
  • Developed complete financial plans for two new plants in China, one in Malaysia and one in Thailand.
  • Participated in annual Budget cycle and prepared period financial plans and Forecasts for the Group Shared Service.
  • Drive an efficient process for developing financial plans and analysis that links to strategic long term objectives.
  • Managed the process for developing the annual financial plans for a medium size public policy consulting company.
  • Assist in developing company long range financial plans including scenarios that address the company's liquidity position.
  • Managed Fiscal Budgeting process producing financial plans ($100M) to coordinate with strategic direction.
  • Established the 1990-1992 Mideast Operating Financial Plans, Headcount Forecasts, and Capital Appropriation Budgets.
  • Ensured that financial plans and goals were in accordance with appropriate and attainable levels.

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42. Monthly Forecasts

low Demand
Here's how Monthly Forecasts is used in Manager Finance Planning And Analysis jobs:
  • Analyzed data and entered adjustments for monthly forecasts and prepared monthly variance analysis reports to regional president and regional asset managers.
  • Developed monthly forecasts and prepared monthly analysis package, directed, managed and developed a professional staff of salaried personnel.
  • Worked very closely with Operations management team to achieve monthly forecasts for operating expense and revenue.
  • Augmented skill sets for international finance leaders specifically Hyperion uploading for closings and monthly forecasts.
  • Analyzed, monitored and developed improvement strategies for monthly forecasts and financial statements.
  • Understand issues and opportunities identified by business partners and incorporate into monthly forecasts.
  • Standardized monthly forecasts and economic guidance package for Board of Directors.
  • Developed annual budget as well as weekly/monthly forecasts of production variances.
  • Provided revised monthly forecasts to budget and provided recommendations.
  • Managed consolidation of annual budgets and monthly forecasts.
  • Worked closely with the CFO and department VP's in order to prepare monthly forecasts as well as the annual budget.
  • Developed modeling, forecasting processes, and methodologies to ensure monthly forecasts are within a3% variance.
  • Lead Annual Budgets / Monthly Forecasts and Strategic Plan preparation in a timely and accurate fashion.
  • Updated monthly forecasts and analyzed variances to budget to focus attention on areas of need.
  • Prepare financial & operational budgets, rolling monthly forecasts and long range corporate financial planning.
  • Worked with BU management to develop annual operating budgets and to prepare monthly forecasts.
  • Build yearly Plans based on executive targets and monthly forecasts based on recent history.
  • Direct the annual budgets, monthly forecasts and strategic plans for seven different companies.
  • Directed annual budget, project-based ZBB, monthly forecasts, and strategic planning.
  • Prepared monthly forecasts, and financial analysis for the Small Business Services division.

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43. Financial Systems

low Demand
Here's how Financial Systems is used in Manager Finance Planning And Analysis jobs:
  • Communicate and train operations personnel on accounting policies, procedures and financial systems.
  • Restructured financial function by centralizing efforts including implementing changes to financial systems.
  • Integrated financial systems for consistency in financial data.
  • Key users are considered to be experts and provide support to colleagues in the use of specific financial systems.
  • Full integration of monthly and quarterly business review materials stemming from three different financial systems.
  • Organize and lead financial systems (Hyperion) training for community of 100+ finance professionals.
  • Assisted with three year project to migrate back office and financial systems to SAP.
  • Reconciled up to six financial systems to the financial planning and reporting systems.
  • Assumed role as Great Plains system administrator upon departure of Financial Systems Director.
  • Implemented all financial systems, financial procedures, policies, and staffing.
  • Team Leader charged with upgrading administrative and financial systems to new platform.
  • Collaborated with International Finance group on new financial systems, reporting methods.
  • Team member on the conversion of our financial systems to Oracle.
  • Implemented a new tool to consolidate data from incompatible financial systems.
  • Administer staff training for financial procedures and financial systems.
  • Managed the financial systems support function.
  • Established financial systems and controls.
  • Assisted management in defining information system requirements and coordinated with IT department to ensure that key financial systems were effectively maintained.
  • Assisted with financial systems integration of newly acquired European business unit within 3 months of acquisition.
  • Developed and maintained financial systems and standard operating procedures for North American intermodal reporting.

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44. KPI

low Demand
Here's how KPI is used in Manager Finance Planning And Analysis jobs:
  • Developed financial and operational scorecards/KPI to ensure management has clear understanding of business issues impacting business profitability and operational efficiency.
  • Developed financial and operational incentive KPI measures, including setting targets, calculating results and communicating to all levels.
  • Prepared quarterly comparative analysis of KPI's between Carnival and its major competitors.
  • Analyzed monthly KPI results and provided assessments for executive operational performance reporting.
  • Identified operational drivers/KPI, implemented key databases and automated internal reporting.
  • Developed KPI dashboards to assist department managers and support critical business decisions
  • Compiled statistical information for analysis including KPI management.
  • Developed standardized Financial and Operational KPI's.
  • Improved oil lube / tire sales and accessories in Auto Care Centers through various expense / cost strategies and KPI's.
  • Harmonized KPI's across the two plants in order to measure performance of each plant under a specific uniform indicator.
  • Initiated and further developed multiple KPI reports by automating reporting processes resulting in over 50% of time savings.
  • Monitored KPI such as hold time and abandon rate (by language and client) throughout the day.
  • Contracted to design, develop and implement key FP&A & KPI policies, procedures and guidelines.
  • Developed and presented KPI, financial metrics and reports to Engineering VP, offering strategic financial advice.
  • Developed and maintained company wide weekly KPI reporting, Dashboard results and Outlook vs. Budget reporting.
  • Implemented new global forecasting and KPI reporting structure by geography, product and constant currency.
  • Created Finance and Operations reporting scorecards used in departmental reviews & KPI's.
  • Develop, implement and analyze KPI s and financial drivers for the company.
  • Developed and maintained KPI dashboard used for calculation of short-term incentive payout.
  • Analyzed and reported key financial and KPI metrics to VP of Finance.

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45. NPV

low Demand
Here's how NPV is used in Manager Finance Planning And Analysis jobs:
  • Developed Pricing and NPV analysis calculations.
  • Assisted in developing financial model to determine NPV and IRR for a Phase-III pipeline product and performed scenario and sensitivity analysis.
  • Ensured and validated all corporate investments to meet DSI's NPV, IRR and payback expectations.
  • Utilized NPV, IRR and Discounted Cash Flow valuation methodologies to evaluate potential deals.
  • Designed manager-friendly project finance and project profitability models based on NPV and IRR.
  • Provide economic analysis including NPV modeling for Southern European debtors (P-I-G-S).
  • Provided M&A analysis utilizing NPV, IRR, and EVA modeling.
  • Modeled capital investments to determine project NPV, IRR, and EVA.
  • Performed IRR, NPV payback analysis for planning operating margins.
  • Calculated NPV to company for early termination of franchise agreements.
  • Prepared project return, cash flow and NPV analysis.
  • Prepared NPV and IRR analysis of potential leasing agreements.
  • Led IRR, NPV, and payback analysis on new Baker's Secret product line (2003).
  • Calculate rate-of-return metrics (IRR, NPV, etc.).
  • Conducted, reviewed, and recommended for approval all divisional capital expenditure requests above $250k using NPV and scenario analysis.
  • Reviewed all Store NPV models and approve relocations, renewals and new store builds based upon financials.

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46. SG

low Demand
Here's how SG is used in Manager Finance Planning And Analysis jobs:
  • Instilled budgetary accountability and financial guidance as ESG's Asian operations expanded.
  • Team in driving financial planning and analysis within, supply chain, manufacturing, capital ex, and SG&A.
  • Oversee SG&A Reporting and Reporting for Budget of company-wide system overhaul including replacement of financial reporting and operations systems.
  • Facilitated corporate restructuring plan that reduced annual SG&A by more than $18 million and led to record profitability.
  • Developed metrics reporting model to report monthly SG&A, Revenue and HC metrics for productivity and profitability analysis.
  • Supported all SG&A department budgets and consistently drove team to be at or under budget.
  • Presented monthly SG&A performance versus AOP, forecast, and monthly trends to executive leadership.
  • Managed team responsible for the Global Operations Overhead & Creative Design SG&A spend.
  • Managed and developed $3.6MM Annual Operating Plan for SG&A cost center budget.
  • Designed cost center landscape and identified G/L needs to ensure proper SG&A controlling.
  • Design and distribute management dashboard reports highlighting new placements and SG&A spend.
  • Partnered with Management to understand incremental SG&A, headcount and CapEx requests.
  • Led cost optimization team to reduce excessive SG&A expense.
  • Created model for planning and forecasting overhead and SG&A.
  • Key team member of the Sheetrock Tools start-up for USG.
  • Created SG&A budget/reporting template for Headquarters/OH departments.
  • Budgeted ingredient costs and related SG&A expenses.
  • Monitor expenses and budget for SG&A departments.
  • Led the centralization of A/P, A/R, and Collections reducing SG&A by $7M.
  • Managed Budget vs Actual reporting for all SG&A and R&D

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47. Annual Sales

low Demand
Here's how Annual Sales is used in Manager Finance Planning And Analysis jobs:
  • Provided financial support to materials management division of pharmaceutical company, with annual sales in excess of $2,500,000,000.
  • Earned firm recognition for exceeding annual sales goals by 6% in 2004 and 11% in 2005.
  • Developed, planned and executed store operations budget worth $27B in annual Sales in 3600+ stores.
  • Employed over 100 employees in-house and 200 field sales personnel with annual sales exceeding $45 million.
  • Provided finance support for the StockPot refrigerated soup business with annual sales of $125 million.
  • Requested by VP Marketing and Sales to go to Europe on annual sales contract negotiation trip.
  • Planned, monitored, and evaluated annual sales campaigns, budgets, and forecasts.
  • Developed and implemented an annual sales support program, increasing HBO's sell-in/retention performance.
  • Prepared domestic and international revenue and cost reports for annual sales of $250M.
  • Lead a service team that produced over $500,000 in annual sales.
  • Prepare annual sales and expense budgets with quarterly latest estimate updates.
  • Developed Division s annual Sales Budget and Profit Contribution by Branch.
  • Partner with Sr. managers in developing the annual sales budget.
  • Impacted decisions affecting over $111 million in annual sales.
  • Lead the annual sales and revenue budget process.
  • Helped produce annual sales between $2.3M and $2.5M for 2013, 2014, and 2015 alongside sales department.
  • Supervised staff of three responsible for developing planning function of newly created remarketing department with $1 Billion in annual sales.

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48. Business Performance

low Demand
Here's how Business Performance is used in Manager Finance Planning And Analysis jobs:
  • Focused the discussion and input on growing the business profitably, improving business performance, and addressing strategic international opportunities.
  • Evaluated business performance and presented to senior management to aid strategic decision-making at monthly and quarterly business review meetings.
  • Implemented monthly financial operating reviews with senior management to evaluate business performance to plan and forecast.
  • Redefined the business performance process to elevate the corporate reporting, budgeting and analysis processes.
  • Included cross-functional reporting and feedback on business performance and drove required countermeasures and action items.
  • Led the analysis and communication of business performance to support field leadership decision making.
  • Advise business leadership of opportunities and risks impacting business performance and proposed potential solutions.
  • Provided senior management team business performance, competitor and industry trend insights.
  • Analyze business performance to evaluate trends and the effectiveness of strategic initiatives.
  • Analyzed key business performance indicators and enhanced balanced Scorecard company-wised.
  • Recommended business performance improvement opportunities to business unit VP.
  • Prepared monthly reporting on business performance.
  • Conducted analysis on business performance.
  • Distilled and highlighted key areas of business performance for CEO and CFO in a monthly summary report to help drive results.
  • Designed and led the distribution of a monthly Business Performance Report package to Board of Directors and senior executive team.
  • Delivered significant business performance improvement, Net Sales and EBIT up 33% and 53% respectively.
  • Lead the strategic input for HP s investor relations in relation to EG s quarterly business performance.
  • Led the generation of unique business insights that led to superior decision-making and business performance.
  • Analyze the factors that influence the business performance by analyzing competitors and market trends.
  • Prepared the presentations of the financial results/business performance for the monthly leadership meetings.

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49. Cost Centers

low Demand
Here's how Cost Centers is used in Manager Finance Planning And Analysis jobs:
  • Completed monthly budgeting and forecasting work for 4 cost centers; also completed the annual budget process for those cost centers.
  • Prepared monthly, plan, and forecast related variance reporting with respect to Legal, Facilities, and HR cost centers.
  • Managed expense reporting and analysis for 20 domestic SG&A cost centers with $80MM in annual spending.
  • Worked with managers from numerous divisions to lead the design and planning for two new organizational cost centers.
  • Developed a model to track G&A spend for 20 cost centers against Plan and Prior Year.
  • Finance partner for all the cost centers including R&D offices in India and UK business.
  • Controlled and defended budget and rolling 12-month forecast of $140 million across 90 cost centers.
  • Maintained reporting hierarchy of over 60 cost centers and support groups for financial reporting and analysis.
  • Supervised monthly close for 30 corporate cost centers and monitored company-wide consolidation of 40 units.
  • Manage budgets and actual reporting across MIS Operating Cost Centers as well as Capital planning.
  • Serve as budget coordinator for the individual division with responsibility for over 85 cost centers.
  • Administered the accruals for commissions/bonuses related to 85+ cost centers worldwide in multiple currencies.
  • Restructured branch operations by turning them into profit centers instead of cost centers.
  • Designated ownership for the financial results to the individual profit or cost centers.
  • Prepared annual budget and estimates for expense projections on specific cost centers.
  • Coordinate the development of the annual budget for 221 separate cost centers.
  • Managed 70+ cost centers for departmental G&A.
  • Included global subs and all shared service cost centers.
  • Involved 120 cost centers and $11M in SG&A spend.
  • Performed general accounting functions related to reconciliation of cost centers to budgets and adhering to audit requirements.

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50. Inventory Management

low Demand
Here's how Inventory Management is used in Manager Finance Planning And Analysis jobs:
  • Administer business applications and departmental requirements of warehouse, shipping/receiving, inventory management, auditing, and customer technical support.
  • Improved the process of inventory management by distributing inventory into various product lines and virtual and physical warehouse locations.
  • Provided financial and strategic modeling analysis for the Vice President of Inventory Management of the Structured Cabling Division.
  • Managed inventory management, provided supply and demand analysis, and maintained accurate inventory level.
  • Introduced and administered several improvements in the areas of financial reporting and inventory management.
  • Provided action-oriented analysis of P&L performance, customer insights and inventory management.
  • Assisted in developing an inventory management plan for Singapore warehouse.
  • Implemented and performed Inventory Management Control.
  • Inventory management and turnover analysis.
  • Process Improvement: Pioneered sound business practices for inventory management, customer service, employee relations, purchasing, and marketing.
  • Assisted production management in load and mix analysis resulting in shorter lead-times and better inventory management (awarded stock options).
  • Provided Corporate Online Team with key market metrics to support the station-by-station review and inventory management of their On-Line assets.
  • Developed an 18-month inventory management action plan to lower food Cost of Sales from 32.3% to 28.3%.
  • Developed an Oracle based monthly excess, obsolete and slow moving report that provides historical detail for inventory management.
  • Improved gross margin from 7% to 11% by improving customer service, scheduling and inventory management.
  • Worked closely with Pharmacy management to improve product mix, staffing ratios, inventory management and shrink.
  • Review inventory management and work with leads to develop optimal on-hand levels.
  • Provided business unit heads with analytical support, including customer profitability, inventory management and cost-containment.
  • Learned Quickbooks and inventory management software quickly, reducing the cost and time for training typical of the position.
  • Create complex predictive analytical tools for cash flow and inventory management with KPIs.

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20 Most Common Skill for a Manager Finance Planning And Analysis

Financial Performance32.7%
Financial Statements19.9%
Business Units5.6%
External Auditors4.1%
Variance Analysis3.7%
Financial Models2.9%
Balance Sheet2.9%
Human Resources2.9%

Typical Skill-Sets Required For A Manager Finance Planning And Analysis

RankSkillPercentage of ResumesPercentage
1
1
Financial Performance
Financial Performance
25.1%
25.1%
2
2
Financial Statements
Financial Statements
15.3%
15.3%
3
3
Business Units
Business Units
4.3%
4.3%
4
4
External Auditors
External Auditors
3.1%
3.1%
5
5
Variance Analysis
Variance Analysis
2.9%
2.9%
6
6
Financial Models
Financial Models
2.3%
2.3%
7
7
Balance Sheet
Balance Sheet
2.3%
2.3%
8
8
Human Resources
Human Resources
2.2%
2.2%
9
9
Revenue Growth
Revenue Growth
2.2%
2.2%
10
10
Key Performance Indicators
Key Performance Indicators
1.8%
1.8%
11
11
General Ledger Accounts
General Ledger Accounts
1.8%
1.8%
12
12
Strategic Plan
Strategic Plan
1.7%
1.7%
13
13
Process Improvement
Process Improvement
1.7%
1.7%
14
14
Business Development
Business Development
1.6%
1.6%
15
15
Cost Savings
Cost Savings
1.6%
1.6%
16
16
Due Diligence
Due Diligence
1.4%
1.4%
17
17
Customer Service
Customer Service
1.4%
1.4%
18
18
Executive Management
Executive Management
1.4%
1.4%
19
19
Financial Analysts
Financial Analysts
1.4%
1.4%
20
20
Annual Budget Process
Annual Budget Process
1.3%
1.3%
21
21
Annual Plan
Annual Plan
1.2%
1.2%
22
22
Financial Management
Financial Management
1.2%
1.2%
23
23
ROI
ROI
1.2%
1.2%
24
24
Direct Reports
Direct Reports
1%
1%
25
25
Gaap
Gaap
1%
1%
26
26
Journal Entries
Journal Entries
1%
1%
27
27
Financial Support
Financial Support
0.9%
0.9%
28
28
Special Projects
Special Projects
0.9%
0.9%
29
29
SOX
SOX
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
ERP
ERP
0.8%
0.8%
33
33
Revenue Recognition
Revenue Recognition
0.8%
0.8%
34
34
Quickbooks
Quickbooks
0.7%
0.7%
35
35
R
R
0.7%
0.7%
36
36
Essbase
Essbase
0.7%
0.7%
37
37
Capital Expenditures
Capital Expenditures
0.7%
0.7%
38
38
Monthly Basis
Monthly Basis
0.7%
0.7%
39
39
Business Cases
Business Cases
0.6%
0.6%
40
40
Actual Results
Actual Results
0.6%
0.6%
41
41
Financial Plans
Financial Plans
0.6%
0.6%
42
42
Monthly Forecasts
Monthly Forecasts
0.6%
0.6%
43
43
Financial Systems
Financial Systems
0.6%
0.6%
44
44
KPI
KPI
0.6%
0.6%
45
45
NPV
NPV
0.6%
0.6%
46
46
SG
SG
0.6%
0.6%
47
47
Annual Sales
Annual Sales
0.6%
0.6%
48
48
Business Performance
Business Performance
0.6%
0.6%
49
49
Cost Centers
Cost Centers
0.5%
0.5%
50
50
Inventory Management
Inventory Management
0.5%
0.5%

38,901 Manager Finance Planning And Analysis Jobs

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