Financial Planning Manager Resume Samples

As a Financial Planning Manager, the professional will assist clients to manage their finances. The job duties are listed on the Financial Planning Manager Resume as – analyzing clients’ financial statuses, examining and suggesting financial opportunities, developing sound plans and budgets for clients, customizing financial plans as per client’s changing needs, helping clients implement their plans, and carry out transactions; finding and approaching potential clients, and building strong relationships to retain existing clients.

Those seeking this job role must mention on the resume the following skills and abilities – strong ethics, customer-oriented attitude, outstanding communication skills, the ability to foster long-term relationships; the ability to analyze financial information and comply with regulations, and strong math skills. A degree in accounting or finance along with professional certification is needed.

Financial Planning Manager Resume example

Financial Planning Manager Resume

Headline : Corporate areas of responsibilities have included investor relations, financial communications, mergers and acquisitions, finance, public relations and market development for small to middle market, publicly- traded companies. Experienced in debt and equity financings, and has developed business plans for private companies.

Skills : Six Sigma, Visual Basic for Application, PowerPivot, MS Office, SAP, Hyperion, Financial Modeling, Strategic Analysis.

Description :

    1. Led on various financial forecast modeling projects for the ministries of Presence Health and for the health system in total.
    2. Developed and maintained a long range financial Pro-forma (Income Statement, Balance Sheet and Cash Flow) for assigned Ministries in the organization.
    3. Developed assumptions for the long range financial Pro-Forma including volume, reimbursement, labor expense, non-labor expense, capital assumptions and balance sheet and cash flow assumptions.
    4. Prepared and presented necessary material and financial schedules to business analytics leadership, corporate finance, region CFOs, and system executive leadership.
    5. Collaborated with various organizational leaders to develop the financial analysis for large capital investments made by the system.
    6. Coordinated with capital accounting and support service departments.
    7. Designed and Construction /Facilities, Information Technology and others) to ensure capital requests account for total cost of ownership.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Masters Of Business Administration


Financial Planning Manager Resume

Summary : Over 20 years of sales experience in non-tangibles and I have recently arrived in Los Angeles. I have successfully acquired clients of all descriptions including high net worth individuals, businesses, government bodies, pension schemes, and trusts. Goal is to secure a position that allows me to utilize my broad knowledge and achievements with top banking and financial institutions in England.

Skills : Microsoft Office, SAP, Longview, Forecasting, Budgeting, Cost Control, Teamwork.

Description :

    1. Responsible for financial analysis of the Food Service, Mail Order Catalog and Business Center operations of Costco Wholesale encompassing 197 US locations.
    2. Prepared proformas regarding the profitability of new formats.
    3. Coordinated and reviewed the annual plan and quarterly budgets.
    4. Assisted in the rolling three period forecast.
    5. Reviewed variances to plan and forecast for period close.
    6. Reviewed weekly sales and payroll by location to determine inefficiencies and report results to senior management.
    7. Oversaw the financial statements and review with accounting to ensure accurate period end results.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science


Financial Planning Manager Resume

Headline : Objective is to contribute with the goals fixed by the organization or company applying my financial knowledge, skills and experience acquired during my professional trajectory, focused on the development of techniques, controls and strategies of financial projects. Analyse and evaluate of investment projects applying budgeting and forecasting. Implementation of different financial indicators and analysis of costs. create useful financial models in order to increase the revenue in each project and of the entire Company.

Skills : Planning Skills, Testing Skills.

Description :

    1. Structured, controlled, analysis and supervised the construction budget given to each construction project, and assets acquisition projects.
    2. Analyzed and coordinated of the financial information as a decision support tool.
    3. Reported and analyzed the budget variations, identify and explain the main causes of the bad application of the resources.
    4. Proposed cost strategies in order to optimize the expected incomes by individual projects.
    5. Supervised of the sales and promotion budget.
    6. Generated the projected financial statements and modeling different investment scenarios in order to determine the pros and cons of each new project.
    7. Implemented a P&L financial statement as a control measure of the cash flow.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
BA In Finances

Financial Planning Manager Resume

Summary : Goal-driven leader able to transform ideas, promote debate, and process market signals into actionable vision to develop competitive positioning. Extensive experience leading cross functional teams in various industrial sectors.

Skills : Financial Skills, Planning Skills.

Description :

    1. Selected for leadership skills and rapidly acquired deep knowledge of subscription business to take on P&L accountability role for newly acquired Golf Magazine.
    2. Ensured rate base was achieved in order to receive full ad revenue.
    3. Managed relationship between centralized marketing and titles manages; served as liaison between fulfillment house and marketing department.
    4. Played key role in migrating Golf into Time Inc.
    5. Stabilized revenue at $70M with $5M profitability while other publications were declining.
    6. Selected as member of blue ribbon panel assembled to recraft policies regarding revenue recognition.
    7. Reduced costs $3M annually which stabilized margins despite departure of Publishers Clearing House.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA In Finance

Financial Planning Manager Resume

Summary : Finance executive and strategic partner to all facets of the business (CEO, CFO, Production, R&D, Sales & Marketing, G&A). Significant exposure to M&A and venture capital/private equity. Leader in implementing accounting policy, internal controls, revenue recognition, sales/contract management, corporate governance, banking relations (debt covenants, loan compliance and treasury), investor relations and asset management.

Skills : Planning Skills, Developing Skills.

Description :

    1. Reported to the Director of Financial Planning & Analysis with responsibility for leading the financial planning, forecasting, and reporting activities for all corporate functions.
    2. Supported the Director in all corporate-wide SG&A headcount, expense, and capital planning and forecasting processes.
    3. Coordinated centralized reporting for all Restructuring projects.
    4. Managed 2 financial analysts and 1 contract worker.
    5. Supported the CEO, CFO, and VP of Human Resources in completing the HDI 2013 STIP Plan recommendation to the Board of Directors.
    6. Developed the analytics, financial modeling, and proposal decks, as well as participating in all executive-level discussions.
    7. Identified the opportunity to provide Finance 101 training for the CEO Group.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Accounting

Financial Planning Manager Resume

Objective : Strategic financial leader focused on creating long-term value while developing high-performing teams. Collaborative business partner proficient in designing and executing new projects that streamline processes and control costs. Critical thinker with international experience in budgeting, reporting, efficiency planning, project valuation, and profitability strengthening. Productivity-oriented with strong analytical and communication skills. Fluent in English and Spanish. Permanent work authorization; no Visa sponsorship required.

Skills : Coordinating Skills, Detail-Oriented.

Description :

    1. Led budgeting process, business plan, and cost-control team.
    2. Prepared monthly financial executive presentations for board of directors.
    3. Formulated annual operating budgets and monthly forecasts and tracked corporate expenses.
    4. Designed and executed segment profitability model, redefining mark-up strategy and renegotiation of long term alliances with clients.
    5. Delivered additional $13M annually in revenue.
    6. Created and implemented business plan, forecasting 20 years forward.
    7. Drafted P&L, balance sheet, and cash flow, oriented towards negotiating $180M loan.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
MS

Financial Planning Manager Resume

Headline : Results-driven and detail-oriented Financial Planning Manager with corporate finance experience and an MBA. Proven excellence in financial consolidation, analysis, modeling, and forecasting. Seeking growth in a Finance Manager opportunity to utilize technical expertise and leadership skills.

Skills : Microsoft Access, Oracle, Cognos, Microstrategy, Bloomberg, Hyperion.

Description :

    1. Forecasted interest expense using the Treasury debt schedule and financing assumptions.
    2. Performed competitor analysis based on external financial statements and press releases.
    3. Produced Executive and Board of Director packages involving frequent interaction with the CFO.
    4. Provided the Treasury with financial due diligence packages for lenders and rating agencies.
    5. Created and tested the current Long Range Plan model.
    6. Managed one full-time direct report.
    7. Optimized cost structure by downsizing 920 non-profitable services and strengthening 120, thereby capturing additional EBIT margin of 500 points.
                        Years of Experience
                        Experience
                        5-7 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        MBA In Finance

                        Financial Planning Manager Resume

                        Summary : Accomplished Financial Planning Manager professional with 10+ years of multinational experience working for best-in-class global corporations such as Hewlett Packard, Nortel Networks, Tech Data Corp., and Gillette/Procter & Gamble. Solid achievements in the areas of financial planning, taxation, treasury operations, and credit management.

                        Skills : Latin America Finance Treasury, Planning Skills.

                        Description :

                          1. Leaded efforts to reduce costs on specific products by improving formulations and production processes.
                          2. Conducted a study on margins, terms, and profitability by distribution channel, resulting in the optimization of trade discounts impacting revenues by $1.0 Million per year.
                          3. Coordinated a cost reduction program based on employee ideas.
                          4. Leaded efforts to reduce costs on specific products by varying formulations and ingredients in addition to analyzing and discussing a reduction in the number of shifts in the factories which resulted in annual savings of over $500k.
                          5. Implemented policies and procedures for the application of lower of cost or market adjustment under hyper inflation.
                          6. Managed valuation of three new investment projects for $350M scheduled to increase company size by 4.2 times in the next five years, based on organic and inorganic growth.
                          7. Led team to develop and deliver training to 65 business leaders and cost center managers.
                                            Years of Experience
                                            Experience
                                            10+ Years
                                            Experience Level
                                            Level
                                            Senior
                                            Education
                                            Education
                                            Master In Accounting And Finance

                                            Financial Planning Manager Resume

                                            Headline : Experienced CFP and MBA professional seeking a planning associate position with a growing financial institution. Series 7, 63, and 65 licensed. Level I candidate in the CFA Program. Skills and Competencies Excel (VBA and Pivot Tables) eMoney Advisor Albridge Wealth Reporting PowerPoint RedTail CRM Portfolio Management Word Morningstar Advisor Technical Analysis.

                                            Skills : Planning Skills, Team Work, Financial Skills.

                                            Description :

                                              1. Prepared and analyzed periodic financial plans for the Small Business Marketing Division.
                                              2. Plans included cash flow projections and income statements and expense analysis on a GAAP, statutory and tax basis.
                                              3. Evaluated, analyzed and presented all aspects of division's financial plan.
                                              4. Prepared financial reports at the corporate level.
                                              5. Included consolidating/analyzing financial results of all company divisions.
                                              6. Partnered with business leaders in the development and implementation of forecasting and flash process improvements resulting in improved alignment, forecast accuracy, and process efficiency.
                                              7. Closed acquisition of three magazine lists delivering low-cost circulation expansion and achieving advertiser's rate base at lower cost per subscription.
                                                            Years of Experience
                                                            Experience
                                                            5-7 Years
                                                            Experience Level
                                                            Level
                                                            Executive
                                                            Education
                                                            Education
                                                            MBA

                                                            Financial Planning Manager Resume

                                                            Summary : To establish a long-term career in a company where I may utilize my Financial Planning Manager professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

                                                            Skills : Supervising Skills, Administrative Skills.

                                                            Description :

                                                              1. Represented the Company to research analysts and potential investors, and was liaison between the Company and its shareholders, analysts and creditors.
                                                              2. Supervised the production of, wrote and edited the Company's annual reports, SEC filings, brochures and marketing videos.
                                                              3. Wrote the Company's quarterly reports and press releases.
                                                              4. Performed acquisition valuations.
                                                              5. Developed the Company's five-year forecast.
                                                              6. Served as a member of the Administration Committee for the Company's 401(K) Retirement Plan Supervised the production of a debt financing package and presented the package to outside investors, resulting in a new credit facility of $25 million for the Company Worked as part of a task force responsible for streamlining the Company's operations, resulting in annual savings of approximately $5 million.
                                                              7. Provided FP&A management, consultation, guidance and support for the Operations groups, Managed Services and Wholesale Sales Units, including forecasting, budgeting, month-end reporting, pricing and ad-hoc analysis, as well as corporate-wide financial reporting and analysis, including Capex financing, reporting, planning and forecasting.
                                                                        Years of Experience
                                                                        Experience
                                                                        10+ Years
                                                                        Experience Level
                                                                        Level
                                                                        Senior
                                                                        Education
                                                                        Education
                                                                        MBA In Finance