Director of Financial Planning Resume Samples

Director of Financial Planning handles the company’s financial planning operations and as well participates in the company’s financial modeling activities. The major duties carried out and listed in the Director of Financial Planning Resume include – preparing sound financial plans, analyzing the financial status, examining and suggesting financial opportunities, developing sound plans, presenting and selling appropriate financial products and services, preparing financial reports, developing operating budgets and preparing financial reports.

Suitable candidates depict in the resume associated skills such as accounting knowledge, the ability to analyze financial information, proficiency in MS Office and CRM software, technical expertise, attention to details, strong ethics and the capabilities to foster long-term relationships. Education fulfillments include a Bachelor’s degree in the field of accounting or finance. Prospects are broad for incumbents who possess a Master’s degree or a CPA certification.

Director of Financial Planning Resume

Summary : Director of Financial Planning with a track record of leadership in financial planning and analysis in high tech companies ranging from small private to large high growth companies. Significant experience in working directly with senior executives in strategic planning and execution of annual plans.

Skills : Deal Analysis, Financial Analysis, Business Modeling, Business Partnering, Team Leader, Process Improvement

Description :

  • Selected by the board of directors to present the manufacturing and sourcing department’s financial results and operating metrics in a live global feed with the CEO and over 25,000 employees worldwide.
  • $20 million in DPO improvements by building a unified payment process on location with external sourcing agents across the Middle East, Asia, Europe and South America facilitating timely payment processing.
  • $8.9 million global operating profit achieved from improved revenue tracking/forecasting, accurate revenue recognition, and diligent expense management.
  • 8% accuracy achieved in capturing and reporting critical global production metrics by brand/season/month by developing and guiding implementation of new reporting tool based on consistent global methodology.
  • $5 million in operating expense reductions by limiting global travel activity and approving all crucial trips.
  • $3 million product line continuity ensured through identification of $600,000 in unrecorded material liabilities facilitating vendor payments and improved cross-functional communications.
  • $2.5 million of duplicate vendor payments discovered and correction facilitated by identifying accounts payable system and process gaps.
  • $2 million successfully negotiated and received from vendors related to prior year volume discounts through the building of collaborative discussions and win/win negotiations.
  • Undertook and successfully implemented a 4.5% increase in internal sourcing commission income globally with 0% impact on the cost of goods sold for all brands while satisfying external audit requirements.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MS


Director of Financial Planning Resume

Summary : A Financial Planning Director with proven expertise in budgeting, forecasting, modeling and variance analysis of performance results. Supervisory experience with extensive expertise in a team environment and implementing process improvements through the utilization of various software packages.

Skills : Hyperion, JD Edwards, Peoplesoft, Microsoft Excel, Financial Analysis, Financial Modeling, Financial Reporting, Budgeting

Description :

  • Leading a team of 12 finance managers/analysts, responsible for monthly/quarterly/annual financial reporting and consolidation of almost $1b in revenue for high tech, education, and healthcare industry groups.
  • Review/approve the soundness and accuracy of sox/internal audit monthly/quarterly/annual deliverables and ensure proper application of accounting, financial and operational controls.
  • Quarterly review of financial results with KPMG prior to earnings release.
  • Provide knowledge/expertise and work collaboratively with multiple teams to implement initiatives with the focus on growing revenue/profit and improving client relationships.
  • Support development of new shared service center to handle transactional accounting, ar/ap and billing.
  • Build and support effective relationships with internal and external stakeholders and organizations.
  • Lead the timely and accurate consolidation of monthly/quarterly/annual financial reporting for $200m building energy solutions group (BESG) which provided multiple services both domestic and international.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BBA

Director Of Financial Planning Resume

Headline : Demonstrated leader and critical thinker with a history of developing innovative and creative solutions to complex issues. Skilled, insightful, and creative analyst with expertise in developing clear and concise models and dashboards. Adept at learning quickly, allowing for a broad understanding of business concepts and success in unfamiliar roles.

Skills : Microsoft Excel, Financial Analysis, Financial Modeling, Financial Reporting, Budgeting

Description :

  • During my tenure as Financial Planning Director, the company achieved its first profitable month in 3 years and was profitable for 8 of the final 9 months of the year.
  • Successfully led an SKU rationalization effort that led to improved annual margins of $2.5mm and more efficient operations.
  • Developed and lead the monthly SOP process for the entire organization. Since this process was developed, fill rates have improved over 50% and expired/obsolete inventory decreased significantly.
  • Help lead our company-wide gross margin initiative through the management of product costs, sales prices, return policies, discounts, and promotions, as well as freight and warehousing costs. Since the acquisition, companywide gross margins have improved by 20%.
  • Responsible for annual planning and quarterly forecasting processes for $100mm+ consumer packaged goods organization with its own.
  • Financially and operationally support over 350 products covering four global supplement brands within many product categories including sports nutrition, VMS, anti-aging, beauty from within, and herbal teas, along with a contract manufacturing business.
  • Manage a team of demand planners and financial analysts, responsible for revenue forecasts and all financial and operational reporting including daily sales, ap/ar, aged inventory, fill rates, gap reporting, the point of sale and market data analyses, and commissions.
  • Created an executive dashboard with KPIs that is used as both the basis for executive meetings and a weekly board of directors report.
  • Directed the strategic and annual financial planning processes. Prepared periodic income, balance sheet, and cash flow forecasts, to proactively highlight significant business risks and opportunities for senior management.
  • Produced monthly variance reporting, clearly articulating the linkage between operational and financial performance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS


Director Of Financial Planning Resume

Summary : Highly accomplished finance leader with demonstrated expertise in leading financial planning, budgeting, forecasting, and performance analysis, in global companies including GE and Emerson Electric. Trusted business partner, skilled at partnering with business leaders to drive performance improvement.

Skills : Strategic & Operational Planning, Forecasting And Budgeting Activities, Revenue And Profit Maximization, Product Management And Development, Project/Program Management, Cost Reduction And Growth Opprotunities, Lean Manufacturing, Financial Planning And Analysis, Client Relationship Management, Continuous Process Improvement, Team Building, Training And Development

Description :

  • As a member of strategic leadership team, use financial analysis and business acumen to provide decision support, make tactical and strategic recommendations in a variety of financial and non-financial areas at the business unit level, such as sop planning, inventory control and material planning, headcount planning, and business process improvements.
  • Provide leadership by working with business unit CFO in all aspects of financial management.
  • Oversee global FPA team in monthly consolidation, variance analysis, monthly forecasting, internal/external reporting.
  • Direct the preparation of presidents councils, budget review and financial review, planning conference, strategy review, and profit review.
  • Enforce adequate internal controls and reporting requirements, consistent with generally accepted accounting principles and Emerson CPP.
  • Develop global FPA team and provide training and support them to the world area finance team.
  • Direct preparation of facility budget, facility spending variance analysis.
  • Led monthly consolidation, variance analysis, and monthly por, internal and external reporting.
  • Led the preparation of presidents councils, budget review and financial review, planning conference, strategy review, and profit review.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA

Director of Financial Planning & Analysis Resume

Headline : Experienced finance professional who successfully collaborates and partners with key management to provide focused financial analysis to aid the decision making process. Proven ability incorporating best practices and streamlining financial processes - Budgeting and Forecasting, SOX Reporting Financial Systems/Process Improvements, Cost Accounting, Financial Planning & Analysis, Financial Modeling, Continuous Improvement Business Variance Analysis.

Skills : SQL, Business Intelligence, Employee Resource Group, Enterprise Resource Planning (ERP), Financial Modeling, Expense Variance Reporting

Description :

  • An organizational leader of all budgeting, financial reporting and data analytics activities including management of business intelligence systems and tools. Partner with c-suite leaders to drive change based on data-driven analysis.
  • Additionally, provide reporting and support to private equity ownership group and lending institutions.
  • Facilitate and manage the annual budgeting processing including data collection.
  • Support the c-level suite in preparation of quarterly board meeting presentations including financial and operational slides as well as proofing final presentation.
  • Prepare monthly financial reporting package including variance analysis and lead monthly.
  • A key member of the ERP implementation steering committee providing guidance and advice from a data analytics and financial reporting perspective.
  • Project leader for implementation of new business intelligence platform (IBM planning).
  • Partner with the controller each month to close the financial period providing reporting support and analysis.
  • Evaluate processes and practices to drive change by consistently challenging the status.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA

Director of Financial Planning Resume

Headline : A self-motivated finance executive with broad expertise in financial operations, strategic planning, budgeting and corporate finance. Recognized as a trustworthy and candid business partner within multiple layers of the organization, including Sales, Service, Marketing, HR and executive management. Exemplifies authentic leadership qualities among peers and subordinates throughout company change initiatives including multiple restructures and acquisitions.

Skills : Budgets, Finance, Financial Planning, Operations, Strategic Planning

Description :

  • Led BDF through the sale of the company to a large private equity firm for $400m+.
  • Prepare all board of director meeting materials and accommodating analysis.
  • Report to the real estate committee on the return on investment for all potential new store locations.
  • Perform demographic, cannibalization and other analytic studies to assist in the presentation.
  • Work closely with distribution, sales, marketing, logistics, human resources and inventory departments to create efficiencies within their operating activities, assist in monitoring their day to day operations and partner with them on new initiatives.
  • Responsible for budget forecasting for all cost centers within BDF including the 70+ store locations on a monthly and ad hoc basis.
  • Lead the capital committee every month which approves all capital expenditures within BDF.
  • Relied upon heavily for all cost saving analysis and assisting in future endeavors.
  • Prepare BDF company's valuation on a bi-annual basis using the following methods: written delivered sales, transactions, the method of payment, gross margin inventory.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Director Of Financial Planning Resume

Summary : Dedicated professional with over 10 years of progressive financial, operational, cost and business management experience; delivering proven results of timely and accurate data reporting and establishing processes. Driver of analytics to identify efficiency opportunities mitigating potential risks while spearheading the collaboration and communication of all other key department heads.

Skills : Finance, Budgeting, Financial Management, Financial Analysis, Budget Management, Budget Development, Business Development, Forecasting, Contract Negotiation, Content Management, Pricing, Excel, Financial Modeling, Powerpoint

Description :

  • Managed budget planning, long-range planning, monthly re-forecasts, and cost management consistent with the organization's overall strategic plan.
  • Developed and led a business solutions feasibility department - played a vital role in all operational, strategic and business decision making - department became the catalyst for 300% organizational growth over a 10-year period - growing from $50 million to $150 million.
  • Engineered and implemented a pricing strategy for all products and services and maximized relationships with strategic partners including deals over $70 million.
  • Performed business case and ROI analysis for all new and existing products and services and monitored their performances accordingly.
  • Led and managed all financial analysis and valuation models in support of company's new and existing projects including scenario modeling, dilution analysis, swat, sensitivity, portfolio analysis, and other financial due diligence analysis as required.
  • Ensured a reliable and robust flow of information from finance to allow business unit vice presidents to effectively manage the financial performance of their businesses.
  • Responsible for the execution of operational cost analysis to enhance profitability and improve process efficiency.
  • Worked closely with sales, marketing, and operations management in assisting the efficient execution of budget and forecast commitments, including communication to management of both progress toward attainment and plans to effect course corrections as necessary.
  • Reviewed data on historical and future trends in performance; developed reports and provided advice counsel to management for the development of appropriate actions.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA

Senior Director of Financial Planning Resume

Summary : Eight years of progressive experience working in the finance field with a strong background in Financial Analysis, Budgeting, and Business Planning. Experienced in management presentation and reporting. Effectively and efficiently handled multiple responsibilities within an organization. Continuously Identified problems and created effective solutions to improve operational performance.

Skills : Proficient In Microsoft Office Excel, Word & PowerPoint, Forecaster, Financial Analysis, Budgeting, Acquisitions, Adaptive Insights, FRx, Great Plains, Crunchtime, QuickBooks; Working Knowledge Of Microsoft Access And SQL.

Description :

  • Develop and lead the annual financial planning process across the company, providing financial leadership to the business.
  • Responsible for preparation of the board of directors presentations and supporting documentation for the establishment and approval of annual budgets and quarterly forecasts. This includes the development of strategic and tactical policies to achieve goals.
  • Supported the leadership team on the five-year strategic planning process for global campaigns.
  • Consolidation reporting throughout domestic and international subsidiaries.
  • Evaluate the financial and strategic impact of new business opportunities.
  • Develop trend analysis and consolidation of forecasts for internationally owned entities and franchisees.
  • Monitor and manage several existing projects with tight deadlines, including independent project work.
  • Search financial opportunities to improve business, financial and budgeting processes.
  • Support reporting and analytics such as KPIs, metrics, financial reports and creating improving dashboards.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA

Director Of Financial Planning Resume

Objective : Recognized as a leader who has transformed Financial Planning & Analysis in small to large organizations. Created and built out FP & Analysis teams. Conversely, restructured FP&A functions to strengthen business accountability. Enterprise leadership for both Business Intelligence and management reporting. Architected processes to align finance, planning and strategy. Integrated budgeting & forecasting processes with tactical plans to deliver financial outcomes.

Skills : Microsoft Office, SQL, VBA, Forecasting, Financial Analysis, Budgeting, Modeling, Implementation, Presentation, Reporting, Acquisitions, Hyperion Planning, SAP, ERP, Microsoft Dynamics AX, Oracle, Consulting

Description :

  • Manage multiple debt facilities providing in excess of $150mm in deployable capital (including term, delayed draw, and revolver facilities).
  • Implemented PE investor (Blackstone tac ops) reporting packages and bank compliance reporting including reporting financial covenants, information covenants, leverage/coverage measurement, and monitoring metrics.
  • Developed cash forecasting processes and procedures and deployed to all markets including cash burn reports, KPI packages, and flash reports.
  • Led ERP implementation project as well as the implementation of contract administration database.
  • Instituted monthly financial close processes and procedures to reduce the number of days to closing by 25%.
  • Directed integration of large asset portfolio acquisition doubling the size of the company.
  • Lead various efforts for the early stage operation such as strategic business analysis, treasury management, budgeting and forecasting, MA analytical support, and other special projects.
  • Implementing and developing business analysis tools to monitor and measure KPIs and other business performance indicators.
  • Developed investor and executive business performance reporting packages and presentations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA

Director of Financial Planning Resume

Headline : Results-focused, quality-driven manager with extensive experience in business development, operations, and financial planning. Strong forecasting and analysis skills, demonstrating consistent achievement of objectives, and dedication to organizational goals. Advanced presentation and relationship development abilities, with a track record of success in process improvements to drive revenue growth, profitability, and inventory performance.

Skills : Business Case Development, Financial Analysis, Manufacturing Operations, Trend Analysis, Auditing, Process Improvement, Financial Reporting, Cash Management, Capital Budgeting

Description :

  • Director of finance role managing all essential finance and operational functions of the Nike swim, sportswear, and Mexico divisions encompassing $250 million in annual revenue.
  • Lead a team of 3 financial analysts in forecasting, analysis, budgeting, and planning for respective business units.
  • Oversee monthly, quarterly, and annual financial close, including analyzing, reconciling, and reporting on sales, variances, expenses, accruals, general ledger, and reserves.
  • Restructured licensing agreement for $80 million portfolios effectively maintaining PEI royalty expenses flat as a % to net sales while increasing the licensors.
  • Report monthly/quarterly net sales and royalty estimates to the Nike management, while also developing presentations in conjunction with sales and divisional president for licensing meetings.
  • International experience with Mexico, Latin America, Canada, and European markets with ongoing financial modeling to mitigate currency exchange risks.
  • Collaborate closely with executive management and divisional presidents to strategically plan and achieve operational and financial goals.
  • Create and deliver board of directors presentations, providing recommendations on revenue and profitability growth.
  • Drive monthly business review meetings with CEO, COO, Divisional President, CFO, VP of Finance, and consultants to identify opportunities and risks.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA