estate and gift tax planning, business planning, etc. Relates to others with candor, openness, and transparency, Demonstrated Flexibility and ability to deal with ambiguity, Prepare and present the consolidated financial monthly results, monthly forecast and profit assurance outlook to SIS senior leadership and UTAS FP&A, Support the UTAS Enterprise Excellence meetings, Trimester and OMM reviews with financial presentations and analyses, Lead the annual financial plan process and prepare financial analyses for the long-term strategic plan, Lead consolidations and quarter-end financial reporting for SEC external reporting, Provide key drivers for income statement and cash flow performance, Analyze financial forecasts for risks and opportunities, Coach and develop a team of financial analysts, Collaborate with SIS finance associates across the company to improve financial analysis capabilities, Ability to work in a fast-paced and dynamic environment, Participate in the development of the Duke University Health System (DUHS) financial plan, Manage financial analysis for client groups as assigned, Develop financial analysis and related management reports in support of leadership requirements, Lead a team of financial analysts to perform non- repetitive financial analysis functions, Provide liaison with DUHS senior financial management, DUHS business CFO's, Finance Directors, University senior accounting and finance personnel, and internal auditors regarding financial and statistical reporting, Manage, document and monitor business plan development, Manage post completion project audits, as assigned, Write, evaluate and document policies and procedures; communicate process methodologies and requirements for financial analysis, budgeting and capital planning, Review work and train lower level employees, Recommend various personnel actions including, but not limited to, hiring, performance appraisals, transfers, promotions and vacation schedules, Perform other related duties incidental to the work described herein, *****************************************************, At least 2 years experience in Perform Fin Analyst Role For Consolid & Planning, At least 2 years experience in Apply Accounting Skills, At least 2 years experience in Apply Corporate Finance & Accounting Principles, At least 2 years experience in Apply Business Controls Requirements, Key participant in Investment Planning and Forecasting, Storyline both Plan and Forecasted results, Analyze Plan scenarios and portfolio actions on Plan, Preparation of monthly attribution to Plan results, Participation on internal management reporting of Investment Operating Plan, Analysis and reporting of progress toward overall Investment goals, requiring a thorough understanding of planned, forecasted and actual results, Participating in preparing presentations for Board of Director and internal committees, Strong understanding of investment markets under varied capital market environments, Ability to understand and analyze portfolio action impact on corporate balance sheet and investment performance, Strong knowledge of a variety of investments, corporates, munis, private and public equity and their impact on financial results, Financial reporting, corporate finance, and financial statement analysis, investment focus preferred, Ability to effectively and professionally communicate and storyline results with various levels of management via reports, memos, and verbal communications, Strong leadership, organizational and time management skills, Works effectively in a team environment and independently, Flexibility to adapt to changing work priorities and assignments and deadline driven, 8+ years of finance, accounting and/or reporting experience, preferably in the Investments or Financial Services industries, Thrive on change and continuous improvement, Demonstrate and foster a sense of urgency, strong commitment, and accountability while making sound decisions and achieving goals, Focus on exceptional customer service and drive innovation to create an atmosphere that supports new ideas and initiative, Strive for effective communication that results in teamwork, shared knowledge, and ideas, Contribute to the creation of a work environment where people from diverse cultures and backgrounds work together effectively, Be of unquestionable integrity, ethical and moral character, Deal effectively with ambiguity, change and adapt appropriately to a range of situations, Demonstrate commitment to lifelong learning and personal development, Be willing to adhere to the following in order to ensure adherence to Allstate Investments compliance requirements and policies, The role is responsible for the monthly management reporting close process, including the internal management reporting data and the external financial reporting data for the Business Segments (FAS 131), as well as managing the production group that uses the OFSA application, which interfaces with the data warehouse, financial instrument tables, and the general ledger, Business owner for the two current OFSA installations (East & West), and business owner for the future OFSAA installation Americas-wide, Responsible for applying management reporting methodologies to financial data including, Maintaining and building a focus on talent that creates an exciting, engaged and successful place for the best of the best to start, grow and elevate their careers, Delivering innovation that challenges traditional thinking and solves the emerging challenges using the principles of Brighter Way Management, Being a trusted partner with the Business Units in SLF Canada and Corporate Finance, Professional Accounting designation with 10+ years of Insurance or Financial Services industry experience, Leadership roles across Business Unit Finance teams, Develop effective and efficient operating model with international FP&A teams to smoothly migrate activities into the site, Develop analytical support working with local FP&A teams and their business partners, Research and interpret factual information and identify inconsistencies in data or results, Understand the business and operation model to participate in the annual and short term forecast processes, Add value by making judgments and recommendations based on analysis and domain knowledge, Work on interpreting and summarizing data and any Ad-hoc request based on the business necessity. A Financial Advisor has the responsibility of advising large business firms and clients in regards to financial investment and planning. 2022 Job Hero Limited. (CFP), Advanced expertise, degrees or designations in related disciplines are preferred (CPA/JD/MST), Excellent interpersonal and writing skills to concisely communicate complicated financial concepts in a manner a client or business partner can understand, Advanced knowledge of financial planning topics and practices needed, Experience working with financial planning application software. Recognize financial planning and product implementation opportunities and communicate these to the client and appropriate Wealth team members during the planning process, Lead specialty platforms and special projects designed to improve the overall tactical and strategic planning group objectives or specific market segment (e.g. Trained and educated staff on investments and prospecting techniques. Interactions can include Wealth Management Advisors, Associate Wealth Management Advisors, Wealth Management Directors, planning and product partners (Estate, Insurance, and Investment), and Institutional partners, Lead and/or participate in projects to advance planning capabilities within the business, At least 7 years of related experience with a proven track record of technical skills in all general financial planning areas cash flow planning & budgeting, retirement products, insurance, investments, and applicable tax and estate planning issues is required, Certified Financial Planner certification. Headline : Currently looking for a new opportunity with high earning potential that bests puts skills to use. Skills : Personal Financial Planning, Investment Performance Measurement and Reporting, Employee Benefits, Wealth Management Operations, Financial Consulting, Operations Management, Project Management. This includes gathering required data history and working with product finance and business teams to identify the best macroeconomic indicators and modeling approaches. Assisted in the development of financial plans for solving client's financial needs and crisis. Understand the current financial scenario of the clients and analyze their cash flow, Insurance coverage, tax status and retirement plan. Financial Advisory. Financial Planner Resume Sample A competitive Financial Planner resume will show your future employer that you can consult with high-value clients, present financial concepts clearly and recommend optimal solutions. Samples Resume. Includes explanation of general functionality, point-and-click navigation through the program, and detailed assistance in understanding calculations, Help create and deliver written articles and presentations for clients as well as other professionals on a variety of financial planning topics, Have an understanding of the products and services offered within a brokerage environment, and be able to work with representatives of those departments. Conducts and documents moderate-to-complex financial analysis, 5+ years of management experience required, Play a key role in the continued development of FP&A deliverables including reporting, budgeting and planning processes by partnering with the business leaders across the Partnerships & Operations organization, Develop financial models and analyses to support strategic initiatives and help close the month and quarter in accordance with the accounting processes in place, Help in defining and implementing scalable processes related to headcount and expense reporting, Partner with the business to define and track key performance metrics, Proactively shares experiences and knowledge towards the achievement of team objectives, Works across discipline boundaries to further the greater NASDAQ agenda, Has vision as it relates to improvement, and furthering the offering/creating new business opportunities, Sustains an environment that supports experimentation, rewards risk-taking and reinforces curiosity, Shows initiative to deliver better results than expected and often offers his/her help to others in order to achieve shared goals, Works with large amounts of data and identifies highly complex root causes and potential implications; coaches others on data synthesis and analysis, Analyzes financial measures such as rates of return, depreciation and net present value of investments, and reviews reports on findings to make recommendations to management, Utilizes complex financial models to forecast financial results, model financial statements and perform advanced analyses, Allocate and manage resources for the different entities within the group, Measure and analyse capital adequacy and leverage ratio, Support business planning, ensuring correct and effective use of local and overseas financial resources, Support business expansion, whilst maintaining a robust capital-adequacy management process, Maintain a transparent and effective relationship with regulators in Japan and globally, For VP level, successful candidates will manage a team that partners the business to provide effective FP&A, Strong Finance background - accounting qualification, or experience working within a Finance Department, For junior candidates, knowledge of Financial Institutions is not essential, Experience working within the Finance Department of a Financial Institution, Own consolidated reporting for the Filmed Entertainment and Viacom International Media Networks business segments, serving as the main corporate contact for commentary and analysis on all consolidated deliverables, Manage the budget and estimate submission process, serving as the main FP&A contact for the corporate HFM planning system (including validating divisional submissions and posting journal entries), Manage ad-hoc requests made by senior management in a timely manner, Support Competitive Analysis initiatives, including the expansion of our competitive intelligence database and deep-dive presentations, Continually improve FP&A deliverables and processes, 5+ years of experience, Media & Entertainment FP&A experience a plus, Bachelors Degree in Business/Finance/Accounting preferred, Extremely strong Microsoft Excel and PowerPoint skills, Experience interacting with and presenting to executive leadership, Ability to work well under pressure and manage multiple tasks simultaneously, Lead the Directors of Finance and other Finance representatives in the preparation of monthly reports, quarterly forecasts and annual plans, Provide overall functional support to the Finance community on planning/forecasting tools and processes and in the development of plans/forecasts, ensuring alignment with overall firm objectives, Project enterprise-wide cash flows encompassing operations, investment and financing activities to ensure we have sufficient resources for key payments, distributions or acquisitions, and present weekly cash forecast to senior members of Finance, Assist in the preparation of Quarterly Bank Reporting and EBITDA Compliance package, and review for completeness, accuracy and compliance with required bank ratios, Prepare quarterly financials for submission to external rating agencies, Provide support for the Corporate Allocations process and toolset, Prepare ad-hoc analysis to assist in business decision support, Work experience of 7 to 10 years in a Corporate Reporting/Corporate Financial Management role, Experience with Hyperion HFM or Essbase financial planning/software and experience in an integrated forecasting environment, Experience with Workday HCM and Workday Financials desired, Attention to detail and commitment to quality, Able to take initiative and critically analyze processes and work flows and advocate for improvement, Primary coordinator of the monthly Financial Close and MML process with a focus on providing robust financial analysis of month end results and going forward projections, Actively manage the OMM process and ensure PMO financial projections accurately represent labor and material commitments of the program, Ensure Program Cost & Schedule reporting is consistent with external guidance on cost, schedule, and P&L performance, Drive application of ACE Tools & Process Improvement in support of Program Management Office (PMO) deliverables, Event specific financial support, focusing on critical events, requiring financial expertise across all venues, Distribution of daily / weekly / annual workloads, Special projects including development of financial reporting processes, financial modeling, venue financial analysis, competitive analysis, etc, Superior supervisory and leadership skills, Ability to work under pressure (reporting deadlines, union negotiations), Ability to adapt to a changing environment, BS, BA or related degree in accounting or finance, Strong financial modeling skills in Excel and in depth understanding of financial systems (e.g. Carries out duties in accordance with established methods, procedures and guidelines, Tactfully responds to inquiries and provides assistance in prompt, friendly, and professional manner. Rate it! Financial Planner Resume Sample One 99999 Any City Any Town NY 85086 Home:999 999 9999, Cell: 999 999 9999 Email: email@gmail.com Kenneth A Peters, MBA, CFP QUALIFICATIONS PROFILE Collaborate with subject matter experts, provide quality financial analytics and exercise judgment to drive optimum solutions for complex issues. Click on any of the resume examples below to review, then move on to create your own resume, using the sample content as a guide. Professional Summary: 20 plus years of retail experience in planni. The Financial planner helps individuals and companies examine and determine their financial situations and suggest ways to use them appropriately by investing in savings and investments. Financial Planner () FREE CV RESUME SAMPLE/TEMPLATE WhatsApp Certified Financial Planner Resume Summary : Motivated, talented, and licensed financial professional with demonstrated proactive strategy in sales, marketing and account development. Drafting of meeting notes and call reports, Provide the Financial Planner with pre-populated new business paperwork required for the completion of advice and regulatory checklists for specialist sign off. Requires extensive knowledge of retirement income planning procedures, income taxation and estate planning, Must possess/acquire detailed knowledge of the Written Supervisory Procedures (WSP), Compliance Manual (CM), and One Net, Must exhibit excellent verbal and written communication skills and problem solving skills, Must be organized, energetic, driven self starter, and work with a sense of urgency, Proficient in Microsoft Office suite software (Word, Excel, Outlook, PowerPoint), BS/BA in Finance, Economics or Accounting or related degree, Minimum 5 years of experience in a financial planning & analysis role, with at least 2 years experience managing a team of financial analysts, Experience in the development and analysis of business unit profitability reporting, Authors financial analysis that serve to inform and ground business decisions. Looking for cover letter ideas? Need at the same time to be able to establish a unique point of view, Excellent interpersonal skills; a team player who is able to act as both a leader and an individual contributor as required, Confident and effective communication (written & verbal) skills, Adaptable and comfortable with ambiguity and change, Passionate about retailing, interested in transformation, fashion and luxury retailing, 40% Regional Function Allocation, Reporting and Analysis, Develop the processes to effectively track and allocate regional enterprise costs to appropriate entities, Partner with various functions like Strategic Marketing, and others operating at group or enterprise level, Also partner with CoEs, Corporate Finance Reporting , to determine proper allocation methods, 30% Accounting & Finance Regional Scorecard and Metrics, Collaborate A&F partners an in region to aid in consolidation of key process metrics; including Finance Shared Sservices stabilization, SAP stabilization, transformation target metrics, Analyze costs and track per scorecard metrics progress towards achieving organization targets, Develop and manage process of functional budgeting for North American Region, Provide monthly reporting needs to functions, including budget vs. actual and forecast, Partner with A&F, COEs, FSS, functional partner, and business partners as necessary, 9 + years financial experience including cross function/Business consolidation, analysis, and/or budgeting, Ability to solve problems and provide sustainable solutions, Continuous improvement mind-set and a high level of intellectual curiosity, Demonstrated ability to manage multiple priorities and meet tight deadlines, Ability to translate financial information in a meaningful manner to business partners, Ability to collaborate across regions, across enterprises, across functions, and across all levels of the organization, Strong understanding of current finance and accounting systems, structures, and processes, Demonstrated change agility and continuous improvement mindset, High degree of intellectual curiosity and ability to translate that into meaningful action, Ability to create and maintain sustainable processes to meet business, group, and enterprise needs, Demonstrated ability to understand and use technology to improve process and control, Experience as an analyst in a large business, enterprises, Strong understanding of processes and systems in Cargill, Understanding and experience working with JDE, SAP. Stay current on Management best practices and develop leadership, negotiation and presentation skills, Mentor, train and develop new Assistants as assigned. Define/maintain expense approval chains, in alignment with the Departments organizational structure, Manage administration of IAs outsourcing agreements and act as point of contact to the Groups Sourcing and Vendor Management team, Acting as main point of contact regarding audit action remediation tracking (MICOS AT), in particular, Variance analysis of budget vs. actual results, Assist with cash flow projections, balance sheet, and P&L preparation, Assist with forecasting, ad hoc analysis, trends, and expense analysis, 1-2 years accounting experience, preferably in manufacturing, Strong technical aptitude - Excel and SAP, Ability to communicate effectively with all levels of staff, Analyze hotel performance using financial and statistical techniques to identify trends and explain anomalies, Deliver ad hoc analysis and recommendations that encompass strategic direction, optimal value creation and proper focus of resources, Utilize statistical and data visualization techniques to develop innovative approaches to complex business problems, Identify implication of strategic decisions on future performance and communicate results to leadership team, Partners with Financial Advisor to review clients current portfolio design, understand client goals, enter client data, and conduct financial analysis, Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives, Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals, Prepares presentations that clearly communicate the recommendations and alternatives related to the clients financial analysis and comprehensive plan design, Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan, Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case, Prepares files for meetings with existing and new clients, Prepares, coordinates and follows through on any needed communication with new or existing clients, Continuously monitors clients financial situations with detail and accuracy, with the ability to the look at their overall financial picture, Responds to client questions by telephone, email and occasional personal visits, Educates client on the functions of various securities markets and the principal factors that affect them, Assists with guidance on small business planning, Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate, May open, transfer, and close customer accounts and maintain appropriate account records, May obtain and verify the clients purchase and sale instructions, enter orders, and follow up on completion of transactions, Ensures firm and regulatory policies are followed within compliance standards, Fundamental investment concepts, practices and procedures used in the securities industry, Effective verbal and written communication to deliver clear, effective, and professional presentations, Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases, Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions and changing priorities, Use oral and written communication skills sufficient enough to interact effectively with and guide clients on various planning options, Continuously learn investment products, industry rules and regulations, and financial planning, Establish and maintain effective working relationships at all levels of the organization.with clients, Analyze daily activity reports for sales practice, suitability and performance issues, Bachelors degree in related field and two (2) years experience in the financial, retirement and estate planning field or in marketing these services, Manage the forecasting, annual planning and monthly closing / flash process for the National Strategic Accounts group of the Automated Logic business division of US Field Operations, Perform ongoing internal reporting requirements such as business unit, product line, and daily sales and backlog, Annual business/financial plan development for US Field Operations, Experience in HFM, SAP, MSD, M3/Lawson, BI, and Excel, Flexibility to be able to manage competing priorities, Elaborate financial statements in line Corporate Policies and Procedures, Provide monthly Analysis explanation of deviations versus Budget and Forecast, Calculate ratecard, Allocations and Corporate Fees, Reviews trial balances record are in line with Corporate Policies and Procedures, Oversight Mex GAAP and US GAAP Financial Information, Develop standard formats, templates and models to be utilized for planning and analysis purposes including monthly consolidated merger synergy analysis, Perform other related duties, as assigned, Solid financial management skills including forecasting, budgeting planning and keen business acumen, Strong analytic, organizational, and problem solving skills, Thorough knowledge of operating metrics reporting processes and regulatory reporting requirements, Ability to document, prepare and present data-driven presentations, Ability to make decisions and solve problems while working under pressure, Mature judgment and individual initiative, Proven track record of developing staff and maintaining a high standard of employee relations, Provide key actuals and forecast analysis to the Regional HQ in Brussels, Executive, Functional and Country Leadership, Ensure that the business understands its performance versus its commitments and to proactively analyze and be able to explain variances, Provide support and guidance to the entities (including RD&E centers in Gdask and Barcelona), Co-operate with other functional leaders to ensure consistency of reporting (HR, Functional Department leaders, Product Management, RD&E, etc.
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