Implement succession planning, team building and skill development, Post-secondary degree in a related field or equivalent work experience, CA, CFA or CMA required, MBA preferred, 15+ years of post-university work experience, including a minimum of 7 years planning & analysis and 3 years leadership level experience, Demonstrated leadership and influencing skills with the ability to get things done; be viewed as a trusted advisor of business leadership, Proven ability to operate under pressure, to manage competing priorities and meet deliverables, Demonstrated collaborative thinking, ability to build cross-functional approaches and consensus. workflow efficiency, software enhancements), and timely report conclusions back to WFP management, Illustrate strong understanding of the WFP process and how it relates to, is implemented, and is explained to the Wealth service platform, as well as supporting internal documents. Typed, monitored and reported patient complaints to the business office. Sold stocks, bonds, and mutual funds to high net worth individuals. Professional Summary: 20 plus years of retail experience in planni. Conduct training seminars and workshops for new and existing clients, management, and department head. financial scorecard, business driver analysis) and Decision Support (e.g. Coordinate reporting and metrics, monitoring performance to targets. These resume examples are meant to help personal financial advisor job candidates build better resumes, so they can get hired sooner. Report results along with recommendations for action, Development of analytical tools make recommendations for resolution of problems. Provided retirement planning solutions with tax advantaged retirement plans. Excellent communication, influencing and presentation skills at all levels of the organization, including senior executives and external service providers as well as the ability to manage customers expectations, Ability to support efficient decision making by facilitating discussions and meetings and managing expectations, Sound process analytical and problem solving skills, Ability to work efficiently in a global environment and across different teams, Lead, manage & coach a team of associates to deliver quality planning & reporting analytics, Drive the planning, analysis and reporting of budget spend across all Franchise Operations and BU functions, Support and drive functional level budget management and controls through robust budget review routines with LT and Operational budget owners, providing greater business insights & analysis, Lead the risks and opportunity process to support the engagement and discussions with Function Heads and ensure business updates are reflected accordingly in the planning scenarios, Ensure the delivery of all Reporting requirements, including the Dashboards for the operations, plus the management narratives on key movements versus PRE, PY and BP, Drive the financial planning submissions in the BPC Planning tool aiming to simplify and improve the planning & reporting activities, and also support the implementation of the new Global Planning tool in 2017, Lead the Headcount Management process, including Employee Cost Planning (ECP) forecasting - work with HR SBPs to streamline the reporting and management of BU headcount reporting data, Document, maintain and update budget policies and processes and secure alignment with COA, including responsibility for reporting, work with Controls & Compliance on violations and maintaining the functional/cost centre structure, Steward process excellence, efficiency and effectiveness through the application of operational excellence/lean approach, including supporting the development of KPIs, Coordinate the preparation of detailed analytical spend reports to enable Function Heads to continue the focus on Productivity, including the Zero Based Work (ZBW) activities, Other ad-hoc activities including LT reviews, presentations, productivity programs, etc. Experience in the brokerage industry a plus. Supported four Financial Advisors in the development of financial plans for clients. * Stay current on all financial planning strategies in the industries. Analytics could include but are not limited to sales: price, volume mix, cost: price, volume, usage, capital investment returns and payback, supply chain related analytics, variable, fixed, last increment costs analytics, production or supply chain impact analytics, etc, Reporting could include but are not limited to: P&L and Balance Sheet actual performance versus budget and forecasts, standard costing, profitability, scorecards, mill or business KPIs, trend reporting and analysis on key data, Provide support to the strategic business planning process, Provide support and lead certain aspects of the budgeting process, Assist and support monthly, quarterly, and annual financial forecasts related to revenue, operating costs, freight, and other supply chain costs, Bachelors degree in Business, Finance, Accounting, or other related discipline required, Minimum 1-3 years of industrial operations experience, Minimum 1-3 years of experience in planning, marketing, distribution, operations and financial analysis required, Act as liaison between operations department, compliance, clearing firms and Edelman Online clients, Assist clients with GPS, data gathering, and DocuSign processes during the client onboarding process, Support and answer client technical questions and concerns including Edelman Online (Client Portal), TDA Advisor Client and Orion, Assist with all client transactions, troubleshoot and resolve issues expeditiously, Review and process new client information, maintain current client data, verify all client account functions, and ensure client satisfaction, Deliver exceptional client service and experiences, Advise client on basic financial planning and investment needs, Provide Annual Reviews for client per guidelines, Further develop relationships and offer clients an opportunity to meet with a local financial planner when appropriate, Adhere to firm and industry rules and regulations, Act as an organizational leader while perpetuating firm culture in all areas, Responsible for several critical activities including Sales Analysis, Product Margin Analysis, Pricing Analysis, including Rebates and Consumer Promotions reviews, Assist leadership in development of the annual AOP and quarterly forecast, Supports the development of Monthly Customer P & Ls, Partners with the senior leadership team to build a climate that energizes the team and drives accountability and demonstrated personal commitment to Customer Satisfaction, Minimum 5 years progressive Financial Planning and Analysis experience, Experience in Manufacturing and Fortune 500 environment, Broad background in all aspects of financial planning and analysis, Highest standards of accuracy and precision as well as highly organized, Ability to work well in a dynamic and complex environment and on cross functional teams in a highly matrixed environment, Bachelors Degree (Business, Finance or equivalent), Self-motivated and demonstrates initiative, Strong computer skills Microsoft Word, advanced Excel (formulas, pivot tables, function keys, etc. Organized and delivered sensitive client documents such as wills and banking documents. Communicate findings and update WM Strategists and team members regularly, Where appropriate, begin building working relationships with internal partners and external COEs (attorneys, accountants, and other advisors) that work with affluent market segment to assure quality administration and increased business opportunity. Sr. Financial Planner Resume Summary : Well educated businessman with a passion for building and maintaining strong client relationships. Analyze feasibility, cash flow ramifications, economies, or other aspects of financial planning projects. Track progress of case to conclusion, Supporting Financial Planners with client queries and plan administration. Strong client relationship and presentation skills. View Resume Certified Financial Planner Lake City, Florida Identify training and development needs within the office through regular consultation with business managers Ensure all compliance and company regulatory requirements meet deadlines. Presented and sold appropriate insurance products. Compile, record, and evaluate personal and financial data in order to verify completeness and accuracy, and to determine eligibility status. Trained and educated staff on investments and prospecting techniques. Coordinated and assisted with agency marketing. Select a high grade business or resume paper made from linen or cotton. Create your resume now or edit this resume example. Finance Planner Resume Relevant Education Example # 1 Master's Degree In Finance 2014 - 2016 Northeastern University Boston, MA Finance Planner Resume Relevant Education Example # 2 Bachelor's Degree In Accounting 2014 - 2016 Strayer University Washington, DC 3 Next, Create A Finance Planner Skills Section On Your Resume Reduced shrink from 3.5% to 1.1% adding more than $1 million in operating profit. Direct other ad hoc financial presentations and analysis, Track global music industry market movement and market share and act as a key liaison with the music industry body, IFPI, Participate in due diligence and review of potential investments, Well rounded financial leader with the ability to go beyond the numbers, discern trends and consider the broad business implications in helping identify opportunities and improve performance, Ability to translate assumptions and strategy of annual budget and longer term mid range plan to global consolidated financial outlook, Effective communicator with ability to be persuasive and influence executive management, Team leader, mentor and coach; responsibility to manage deliverables on tight deadlines, Strong quantitative and analytical skills for creating insightful, actionable reporting and measurement systems, Ability to multi-task under pressure and in a fast-paced environment with fluctuating priorities and deadlines, Process oriented approach and focused attention to detail with high standards for quality and accuracy in his/her work product, High level of proficiency in the use of Microsoft products including Excel, Word, and Powerpoint, Self-starting collaborator with a strong work ethic, A minimum of ten years experience in similar role (FP&A preferred), Proven leadership skills in managing and developing a team, Proven ability to effectively interact with senior management in a dynamic environment, Bachelors degree in Accounting or Finance; Masters degree preferred, Proficiency in financial systems (Hyperion or SAP BPC preferred), High level of proficiency in Microsoft suite; focus on Excel, PowerPoint and Word, Develops and maintains accurate financial reports to meet client needs, Implements and coordinates organizational/tree/outline maintenance that impacts reporting. Please attach my resume for your consideration. Worked with clients to analyze and recommend personal and business financial solutions. Monitored student accounts and updated daily financial reports through research and financial planning. Recommended investment products through Pro Equities including mutual funds, stocks, tax-free bonds, and fee based managed portfolios. Scholarships and Financial Aid. Understands controllable and uncontrollable (macro economic) factors impacting the business, proactively works with business leadership to develop actionable plans to respond to controllable factors, Supports the strategic planning process of the business (with the business Managing Director) by working closely with the Enterprise Strategy leader, Builds strong knowledge of customers, costs, and drivers to provide key leadership in sales approach and cost savings opportunities, Delivers clear presentations including defending positions on controversial topics, adapt style to continuously seek win-win solutions, Communicates as an official spokesperson for the function within the business group and enterprise in a variety of settings, 30% Business Partnership and Leveraging of Resources, Champions the Finance Transformation by relying on the Accounting & Finance organization to produce accurate and timely financial and management The FP&A lead is not directly responsible for data collection processes, producing budgets, reports or forecasts. In particular, experience creating client analyses in Excel and PowerPoint from scratch, Ability to balance multiple projects and work under strict deadlines at times, Ability to work independently on projects and effectively relate to others in order to accomplish work responsibilities and objectives, Ability to act as a team player, assisting others in the department when necessary, is mandatory, Work collaboratively with other branch colleagues to ensure wealth management customers experience exceptional service and have their financial needs met, including referring to brokerage, online and private bank partners, Passion for financial planning and helping customers, Proven sales success in the financial services industry, Experience with investment and retirement planning, Demonstrated ability to build, maintain and refer internal and external relationships, Planning and preparing the annual budget process, Maintaining and refreshing the corporate plan. Create a Resume in Minutes with Professional Resume Templates. The shortest time frame in which our writers can complete your order is 6 hours. Its actually very simple. This includes all necessary internal and client meetings with Wealth team members and other BB&T Integrated Relationship Management (IRM) partners, Remain knowledgeable and up-to-date on personal financial issues, regulations, investment philosophies, and planning techniques. Past experience working in the consumer space is a plus, Ability to work in a high activity environment with limited direct supervision is required, Individual must have strong Excel and Power point skills and exceptional attention to detail, Subject matter expert in financial planning, including complex case support, Subject matter expert with NaviPlan Select, Program subject matter expert and key contact, Post-secondary education preferably in business, finance or related field, Bilingual (English/French) would be an asset, Completion of a recognized financial planning designation (i.e. Identify your client's investment and financing needs . TM1, Purchasing), Experience in Oracle, PeopleSoft, TM1 desired but not required, Experience within the live entertainment industry preferred, Experience in a union environment and dealing with multiple collective bargaining agreements preferred, Experienced in high pressure live event environments, Manage the capital process by preparing capital plans and submitting monthly capital expenditure forecasts in Hyperion. Incumbent receives minimum supervision and carries out mission with a high degree of independence and exercises initiative and judgment in resolving problems and executing assignments. Guide the recruiter to the conclusion that you are the best candidate for the financial planner job. A modern resume example for a Financial Advisor position. Manager, Business Monitoring - Financial Planning FREE CV RESUME SAMPLE/TEMPLATE WhatsApp Knowledge of accounting software and reporting such as PeopleSoft, Hyperion, or other financial reporting tools. Provide executive summary of financial performance, Understand and communicate working capital performance and impact on cashflow results, Monitor results during monthly closing cycle. Resumes of Financial Planner Writing an effective Financial Planner resume is an essential part of your job search. Samples Resume. Ability to effectively communicate, both orally and in writing, through all levels of the organization, CFP preferred or ability to progress to CFP pathway, Strong focus on utilizing Business Warehouse tools to improve and streamline business processes across both shops / Global Supply Chain, Training new MC&O associates on using Business Warehouse and how to leverage the tool, Working in conjunction with our BW Finance manager to drive longer-timer business solutions utilizing our suite of reporting, Support various ad hoc financial analysis requests from senior management, Form part of the Asia center of excellence for CCAR/ RUBY, working closely with business partners in Risk, Treasury, Controller and Data Management organizations to provide training in the use of Ruby, help the various teams configure their forecast setup and assumptions in Ruby and help the various teams ensure straight through data feeds into Ruby; this role will also focus on executing enhancements to RUBY to ensure that it is best in class, Leading Asias RUBY data accuracy program for FP&A, working closely with the ALM group in New York Treasury with a focus on the Asia region, as well as the cross-regional coordination, Help coordinate the Asia annual planning process, working with country FP&A teams and stakeholders across business and regional products; review output of planning models and ensure high quality documentation, Working with the PPNR Coordination group in Corporate FP&A and the central CCAR coordination team on ensuring that CCAR requirements and policies translate into Ruby system requirements and actions, and helping Asia regional FP&A design a process to efficiently execute the required actions, The candidate may also from time to time get involved in various ad hoc scenario analysis carried out in Ruby at the request of the CFOs, Manages the development and implementation of the financial planning process within the Merchandise division, Responsible for the development, implementation and oversight of the order approval and open to buy process relating to sales and inventory of the retail merchandise categories, Works with the Vice President Merchandising Support and the Director; Business Insights to maintain the integrity of the merchandise financial planning systems. This will primarily involve creating financial plan reports using standard firm tools, but may often include participation in data gathering and/or plan presentation meetings, Be able to answer intermediate to advanced-level tax and financial planning questions from clients. Leveraged financial data suite, including SNL DataSource, FactSet, Bloomberg, and Thomson/Reuters to conduct accurate financial analysis and modeling. PeopleSoft, Hyperion Planning & Essbase and Business Objects knowledge a plus, Manage the consolidation of Financial actual results and forecasts for all (+/-10) sites. Then, through designated software, work with Financial Planning Analyst to identify gaps/shortfalls in clients goals and objectives and provide proper advice and potential solutions, Demonstrate ability to interact and explain complicated financial planning issues as well as creating and delivering planning recommendations with both clients in excess of $10 million net worth and WM team members. Ability to coordinate several projects simultaneously and executes daily duties with minimal supervision, Demonstrated self-starter and resourceful individual, with experience of operating in fast paced and dynamic operational settings, Excellent communication, negotiation and presentation skills.

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