Analyzed and interpreted monthly trends and variances within portfolios. 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. Offers an ongoing holistic review of client financial circumstances, Ensures that all financial planning advice and investment recommendations meet the requirements of compliance policies and procedures, and provincial regulations. Works well with autonomy and is an excellent communicator in a modern, flexible work environment, Proficient in various financial planning software(s), MS Office (outlook, word, access, excel) & Client Relationship Management (CRM) systems, Proficient in at least one financial planning software and ability to quickly learn new software, Bachelors Degree or in lieu of a degree 4 years relevant experience, 3 years experience in development/delivery of Personal Financial Plans, Excellent interpersonal skills, strong verbal and written communication skills, Professional designation such as CPA, CFP, CLU, Esq, 5 years experience in development/delivery of Personal Financial Plans, Desire to continuously develop professionally, Desire to live and work in the Northern NJ Market, Demonstrated personal commitment to ensure skills and knowledge are up-to-date, To support the position of a mobile Financial Planner, Investment and Retirement Planning and Mortgage Specialist, you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment, Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity, Resourceful and able to work independently is required, You are an energetic and enthusiastic team player who pays attention to detail, Strong knowledge of the mortgage process and Home Financing products is an asset, Cantonese language skills considered an asset, Investment experience considered an asset, Develops the retail merchandise fiscal financial budget goals and procedures working closely with buyers and inventory planners, Applies knowledge of merchandise planning and analysis to perform monthly financial reviews. For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer, Maintain a flexible schedule to allow for travel to Baird branches on a periodic basis, Provide training on financial planning software for FAs and CRAs who wish to create plans on their own. mathematics, statistics, computer or physical science) is a plus but not required, Financial planning / controlling experience, Experience working in an international business, Support the Bell Media annual Budgeting process and the financial rollup of the three-year Long Range Plan, Responsibilities include, Superior analytical and problem solving skills, Relentless attention to detail and accuracy, Demonstrated ability to create high quality presentations to management, Demonstrated ability to take ownership of issues and see through to resolution, Coordinate the annual planning and monthly forecasting processes, Provide Senior Management with earnings projections, Ensure the overall integrity of the SBU profitability reporting, Monitor bank wide performance versus trends and expectations, Create financial presentation for Senior Management, Develop and refine financial models to assess business, product and customer profitability providing analytical support and advice to business partners to help them make better-informed decisions and to facilitate improved financial performance, Conduct benchmarking exercises against a set of peer banks to objectively assess financial performance and develop best practices, Provide decision support for corporate and business unit investments, Develop cash flow analyses and assess potential portfolio acquisitions and sales, Four year college degree preferred; finance and/or business majors highly desirable, Strong attention to detail and high degree of accuracy, Possess excellent communication skills (verbal and written), Must be able to maintain confidentiality and interact with all level of employees, Administrative experience a plus (will consider internships), Be a trusted business partner to BU leadership team members and responsible for delivering short term and long term financial goals, Provide accurate, timely and meaningful management report and analysis and sound business insights to leadership team, Enhance current management reporting and analytical capabilities, Ensure a 'world class' finance team by attracting, developing and retaining strong talents, Ensure full compliance with SOX, FCPA and other compliance standards and regulations, Actively participating in developing value-added analytics for strategic management decision making, Assisting the ISG Management Reporting team with Reporting deliverables to, Participate in the execution of the annual planning and forecasting processes for Shared Service and Holding Company functions, ensuring due dates are achieved and key deliverables are submitted, Assist the Shared Service Leaders in the preparation and presentation of their annual plans and mid-year forecasts, Collaborate across Business Units with Directors of Finance and other Finance representatives to develop plans and forecasts, and ensure planning coordination and alignment with overall firm objectives, Analyze and report on monthly and quarterly results within a standardized reporting framework, Identify, analyze, and recommend expense management actions to maximize cost efficiency and effectiveness, Participate in the process of allocating Shared Service costs to Business Units; define key cost drivers, develop allocation cost pools, and review and analyze Shared Service cost pools and allocations on an ongoing basis, Identify, develop, and implement process improvements to create greater efficiency and productivity, Prepare ad-hoc analysis to support business decisions, Three to seven years experience in a corporate reporting/corporate financial management role, Financial services industry experience preferred, Highly proficient in Microsoft Excel, and proficient in PowerPoint and Word, Experience with Hyperion HFM or Essbase financial planning/software and experience in an integrated forecasting environment preferred, Accurate in written work product to a high degree, Professionalism to work with confidential and sensitive information, Client focused, service oriented, and responsive to client needs, Successful experience working with senior business leaders, Able to take initiative and critically analyze processes and work flow and advocate for improvement, Function well in a growth-environment and dynamic culture, Work with client location FP&A teams to migrate activities into the site, Create effective and efficient operating model with client facing FP&A teams and Mumbai center, Ensure there is a strong culture of high integrity, ethics and meritocracy, Understanding of Banking & Finance products and markets is preferable but not essential, Strong communication & presentation skills, Ability to question status quo, and identify opportunities to reengineer/streamline processes, Management Reporting Prepare monthly, quarterly and annual reports on GSOs financial condition for presentation to Senior Management, Financial Reporting Prepare and review materials for Blackstone SEC reporting; Support all areas of segment reporting; Support Blackstone consolidation groups to ensure proper segment reporting, Maintain and enhance GSO operating model to create firm forecasts and projections the operating model projects all types of cash flows for every GSO product incorporating over $80 billion in AUM, Assist in managing the AUM reporting process, Prepare ad hoc financial analyses requested by Senior Management, Support General Partner and Management Co accounting teams, Special finance projects determined by the needs of Senior Management, Bachelors Degree in Finance or Accounting, Typically requires two years business related experience, Strong analytical skills and detail oriented, Ability to work in a dynamic, fast paced environment and handle multiple projects, Possesses a strong work ethic, personal and professional integrity, a positive attitude and, Strong desire to work in an entrepreneurial environment, Achievable targets with a strong advice focus, Directs and reviews Customer Care monthly operating finance statements and forecasts, monthly variance analysis and budget data, Reviews Customer Care financials for accuracy and integrity and explains related variances to plan and forecast, Analyzes all aspects of Customer Care financial performance and provides recommendations for improvement, Managers the business planning and preparation of forecast and budgets. Schedules work; prepares performance reviews; selects, approves, and/or recommends associate hiring/promotions and other personnel actions for associates in the Merchandise Planning and Analysis section, Works under the supervision of the VP of Merchandising Support who establishes deadlines and indicates scope of responsibility. Develop and produce daily, weekly and monthly revenue. Summary : Certified Financial Planner (CFP). Committed to excellence and embrace organizational development. Create a Resume in Minutes with Professional Resume Templates. In 2018 there were 271,700 jobs available. Conducted training and workshops to educate students on financing options. Communicate results and concern on financial matters, Ensure USG Government Sarbanes Oxley compliance, UTC Financial Manual and other compliance matters, Standardize and monitor initial banking controls and requirements, Transfer best practices across global F135 entities, Perform analysis on funding, billing, termination liability, MAMs and EACs, Support the preparation and analysis of monthly contract deliverables used in the project management of the F135 Programs, 5+ years accountancy experience in a commercial environment, Professional qualification in the field of accountancy (ACA, ACCA, ACMA or equivalent), Knowledge of CRM, ERP and Microsoft applications, Experience with budgeting, cost estimation and analysis and fiscal management principals and procedures, Extremely Strong Excel Modelling capabilities, Capable of communicating Financial metrics to senior management, Strong Excel / PowerPoint knowledge required; Essbase proficiency preferred, Highly developed quantitative and analytical skills required, Ability to create and manage complex financial models and communicate the outputs thereof, Candidate must possess strong communication skills and be efficient, organized and highly motivated, 15+ years of financial modeling, planning, reporting and analysis experience, preferably in a product development role, Previous management experience of finance professionals, Excellent analytical, problem-solving and financial modeling skills, Experience in financial services industry, regulated trading platforms and emerging global regulatory regimes, Bachelors degree in finance, business, or financial planning. Typical duties listed on the Financial Planner Resume are preparing sound financial plans for clients, advising clients on current financial issues, generating new business, examining and suggesting financial options, customizing financial plans as per the clients changing needs, presenting and selling financial products and services, opening accounts for clients and disbursing funds as per financial goals. Track results vs. forecasts & provide timely analysis to CFOs/CEOs of the 2 JVs, Drive planning cycles and provide guidance to businesses for MOU and long term strategic projections. 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. or B.S. Having recently moved out of town, I am now looking for an exciting opportunity closer to my new home. Surface risks and opportunities and provide strategic offsets, Identify in-season receipt needs based on forecast and communicate changes to the open to buy purchase needs, moves and/or cancellation, Execute and project Vendor Margin Template (VMT) in collaboration with key business partners, Present performance and plan to partners with solutions, opportunities and risks, Previous financial accountability including financial/ROF planning and strategy, Strong understanding of financial performance metrics, ROF process, assortment planning, and business partner relationships, Strong computer skills Microsoft Word, advanced Excel (formulas, pivot tables, function keys, etc. Expertise in Personal Financial Planning, Investment Performance Measurement, Asset Allocation, and presentation of financial management concepts to clients through consultative and illustrative methods. The following Financial Planner sample resume is created using Flexi Resume Builder. Resumes of Financial Planner Writing an effective Financial Planner resume is an essential part of your job search. An additional European language is beneficial, Providing day to day support for Financial Planning Consultants in the delivery of services in relation to placement of pension and life assurance products, Point of contact for customer service queries from individual clients and a member of the Financial Planning helpline, Processing new business applications and ensuring business placement documentation is in place and communicated to clients, Processing of client valuations and portfolio summaries, Responsible for processing new and existing business in a compliant manner, Processing claims retirement/death/disability, Maintaining client records on our CRM system, 1-2 year experience in an administrative role preferably in an administration role in an insurance intermediary or life assurance company, Microsoft Office package experience required. Bullet-point your skills for easy readability. Here are examples of popular skills from Entry Level Financial Advisor job descriptions that you can include on your resume. in order to provide sound investment advice to customers and share information with relationship managers, Ensure adherence to CIBCs compliance procedures and standards, Ensure day-to-day activities are compliant with policies, procedures, guidelines and legislative/regulations and escalate potential issues to Regional Director, Maintain appropriate industry registration status, Successful completion of the Canadian Securities Course, and Conduct and Practices Handbook Course, Registered Representative status or MFDA status, Successful completion of the CFP designation within 18 months of hire, Experience in structuring individual, complex retirement and investment solutions for high net worth clients, Understanding of economic and political impact on the business, legislation, competitors, regulators, trends, etc. Skills : Management, Attention To Detail. Its actually very simple. Providing solutions, communicating risks and opportunities to key business partners, Financial results that maximize sales, inventory, and bottom line profitability, Learn and become proficient in relevant Planning systems, Develop monthly vendor, financial class, and departmental pre-season plans for sales, markdowns, receipts, markups, gross margin, stock, and all financial metrics by channel and execute in PACE planning system, Project in-season operating forecasts through the official monthly ROF process for all financial metrics. MBA, CPA, and/or CFA encouraged, Broad understanding of reporting for insurance / diversified financial service companies, Ability to manage and develop a large matrix organization working closely with other senior management to build an effective and efficient financial planning organization, Participate in set-up and build out the center in Costa Rica including recruiting and development of talent, Strong focus on VOE and retention of talent, Work with Regional and Product FP&A teams to identify activities to be migrated to the site and lead migration of roles into the site, Develop highly capable, centralized analytical support organization for Citi Finance and business partners, Work with FP&A GPOs to help drive FP&A transformation agenda, Development of value add business support activities, Create a culture of continuous process improvement, Develop continuity of business capability in support of the Mumbai center, Create a culture of high integrity, ethics and meritocracy, Strong project management skills with ability to drive and lead global projects, Monthly studio timesheet closing tracking and management of TSM (Time Sheet Management) online system, Support monthly studio department budget follow-up and summary report, Support quarterly and annual studio budget forecast, Support monthly studio project budget reporting, 2+ years of Financial Planning and Analysis experience out of the Financial Services industry, Bachelor's Degree in Accounting, Economics, Finance, and/or in a related field, Previous experience with Trend / Variance Analysis, Bachelors degree in Finance or Accounting with 6 to 8 year experience desired; Top tier schools preferred. SAP/PeopleSoft/ Microsoft AX) is desirable, UK and European consultancy market knowledge is beneficial, ideally with clients in both the public and private sectors, 2+ years of Financial Planning & Analysis experience, advanced Excel skills+, Bachelor's Degree in Accounting, Economics, and/or Finance, Previous Budgeting / Forecasting / Planning experience, Microsoft Excel proficient (Pivot Tables, V-Look Ups, Macros, etc. Extremely driven and determined to succeed. Selected as a key contributor for cross-departmental initiative to identify direct financial value of small-cap research efforts and its impact on sales and trading metrics. analysis on balance sheet, NIM, client financials), Assist in internal and external briefing or presentation material, including business performance reviews, Support finance transform initiatives, led by Finance Global Process Owners (GPOs), that may have impact on FP&A activities and future directions, such as changes in tools and processes, scope in responsibilities, alignment with other finance functions, Ad-hoc finance or China Franchise related projects as needed, 5+ years of experience in the financial services/banking area. 10 years; Team management experience: min. Represent BB&T in civic, community, government, banking and professional groups, Bachelors degree in financial services-related discipline such as Business Administration, Accounting, Trust Management, Banking or Finance, or equivalent education and related experience, Seven years of professional work experience with demonstrated competency in area(s) of concentration of which at least four years is specifically in the financial planning arena, Proven and successful experience in marketing and selling fee-based financial planning services, Strong written, verbal, problem-solving, and analytical skills, College degree, Accounting major preferred, Fluency in job related English, both verbal and non-verbal Clear and effective communicator, Compute basic mathematical calculations (add, subtract, multiply and divide numbers), Tech savvy, previous experience with computers, systems and accounting software, 5 years of finance/accounting experience in the hospitality industry, The candidate should posses strong excel skills, and have knowledge of hotel PMS, POS and back office accounting systems, Develop financial forecasts and conduct analysis in support of the monthly Business Area Financial Reviews, quarterly Profit Reviews, and Annual Operating Plan (AOP) and 5-Yr Strategic Plan (5YP) reviews, Present results and forecasts to the Clear/Cod and MSS leadership teams, Interface with MSS FP&A and accounting to support the monthly close and ensure accurate revenue recognition, Consolidate and report program metrics, CIP / actionable assets, and staffing analysis, Develop yearly NBI requirements and monthly NBI reports, Coordinate development of quarterly EAC schedule and reporting, Actively support program bidding and pricing efforts, including, costing/pricing, analyzing cash flows, creating budgets in reporting tools, 6+ years of experience in a finance or business related role, Experience with financial modeling and analytical problem solving, Experience managing multiple priorities with limited oversight and prioritizing workload, Proven time-management skills with ability to ensure critical deadlines are achieved, Detailed understanding of key financial metrics, Demonstrated ability to work in cross functional teams and an ambiguous environment, Ability to frame and interpret issues for Senior Management, Experience with SAP, BPS, PMX Tool Suite, and MS Office, Prior experience working on complex programs, Previous experience/knowledge of Federal Acquisition Regulations (FAR), Cost Accounting Standards (CAS) and generally Accepted Accounting Principles (GAAP), Familiar with Raytheon Company structure, products, vision, strategy, goals, and values, Existing secret clearance or ability to obtain secret clearance, Bachelors Degree business, finance, accounting or other relevant discipline, Financial budgeting, reporting, forecasting and analysis for Global Supplier Services, GSS wide efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, project and contract reporting and analytics, Creation of financial business cases supporting GSS initiatives, Firmwide supplier spend reporting and analytics, Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management in GSS, 3+ years of professional experience, with a concentration in financial planning and analysis, Experience with Essbase and VBA preferred, Solid understanding of key strategic frameworks/ financial concepts and application of same within the firm, Ability to develop, synthesize and present perspectives on key strategic/financial issues, Strong interpersonal and communication skills, creative thinker with ability to simplify concepts and create or oversee the creation of PowerPoint/Pitch Pro documents, Ability to work effectively with senior management and work well under pressure, Proven experience in a leadership capacity demonstrating project management skills/multi-tasking (e.g., balancing workload between short-term and longer-term projects), Strong work ethic, leadership skills and a team player, Leads the annual planning and forecasting process GTM, understanding key commercial drivers and related sensitivities.
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