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Online Resumes with " Financial Planning "



Financial Analyst - 6 Years of Experience - Near 33437

• Sold primarily clients on defensive financial planning (LTC, Disability, Term - Whole Life and Annuity Programs). • Schedule regular follow-ups with active clients and offering new products. • Built an active database of over 100 regular life insurance clients. • Assisted in developing marketing material for group presentations. • Initiated an aggressive campaign of cold calling, actively pursuing referrals and participa...

Tags for this Online Resume: Annuity, Budgeting, Cold Calling, Customer Service, customer service skills, Database, Financial, Insurance, Insurance Sales, Internet, finance

Chief Financial Officer - 20 Years of Experience - Near 06811

SKILLS SUMMARY A finance and Administration professional supporting operations, sales and management in small to large, private, and publicly held manufacturing, consumer goods and service companies. * Skilled in Administration, Finance, budgeting, forecasting, analysis, cost accounting, standard costing, variance analysis, flexible budgeting and business analysis. * Short and Long Term strategic capacity and financial plan...

Tags for this Online Resume: Management, Forecasting, Accounting, Budgeting, Financial Industry, Internal Controls, Financial, Financial Management, HR, Human Resources

Chief Financial Officer - 20 Years of Experience - Near 91303

SUMMARY OF PROFESSIONAL HISTORY 25 years of professional experience in domestic and international banking and finance. 2 years in trading and manufacturing. 2 years in construction. 8 years in handling the books of accounts of group of companies. 5 years in distributorship of Smart telecom cards and units for seafarers. 2 years in real estate business. 3 years in pre-need industry. 3 years in mining industry. 7 years in con...

Tags for this Online Resume: Financial Industry, Mining, Marketing Management, Sales, Real Estate, Manufacturing, Bonds, Liquidity, Management, Accounting

Chief Financial Officer - 20 Years of Experience

Areas of Expertise Finance & Accounting Operations Strategies & Financial Planning Project Management Costing Risk Analysis Negotiation Devising Process & Policies International Financial & Accounting Reporting Standards Liaison Fields of Experience Construction - Real Estate - Non Profit Organization -Automotive Dealer -Trading & Transportation - Marine Construction - Government ( Ministry of Finance ) Publication and News...

Tags for this Online Resume: Financial Industry, Accounting, Accounting Records, Accruals, Budgeting, Cash Flow, Cash Flow Management, Construction, Corrective Actions, Documentation

Manager - 17 Years of Experience - Near 75965

CAREER HIGHLIGHTS Strong track record in positions of supply chain and operations management (globally/domestically) Solid experience in manufacturing, distribution, and warehousing Well versed in Sales, Inventory, Operations Planning (SIOP), tactical/strategic planning, financial planning and project management Self-motivated and creative problem solver Proven leader with the ability to train, motivate, develop groups of p...

Tags for this Online Resume: Management, Mmi, Sales, Forecast, Financial, Packaging, Forecasting, Inventory, Inventory management, Power (Os Enhancemnt Tool

Chief Financial Officer - 20 Years of Experience - Near 06855

Areas of Expertise * Budgeting & Forecasting * Financial Reporting * Accounting Operations * Cost Reduction Strategies * Financial Planning & Analysis * Banking & PE Relations * Divestitures * Capital Raising * Dashboard Reporting * Acquisition Modeling * Due Diligence * Acquisition Integration

Tags for this Online Resume: Financial, Financial Statements, Cash Flow, Consulting, Equity, General Ledger, Management, Monthly Financial Statements, P&L, Private Equity, controller, excel, audit

Financial Planner and Enrolled Agent, Boston

My career objective is Financial Planning and Wealth Management for Individuals and Entities, with latitude for quantitative and economic research.

Tags for this Online Resume: Financial Planning, Tax Planning, Wealth Management, Financial Derivatives, Econometrics, MATLAB

Financial Manager, Branch or Department - 20 Years of Experience - Near 07652

Career Summary Accomplished financial leader with a track record of achievement in the areas of finance, accounting and systems implementation. Extensive experience in financial planning and analysis, aligning budgetary processes with corporate goals, financial reporting and monthly close with a heavy concentration in the software industry. Excellent in problem identification and resolution and in building and mentoring staff.

Tags for this Online Resume: Financial, Financial Industry, Forecast, Hyperion, Planning, Accounting, Assistant Controller, Cash Flow, Forecasting, IBM

Chief Financial Officer - 16 Years of Experience - Near 54868

AREAS OF EXPERTISE Fiscal Management * Staff Supervision *Budgeting * Accounting * Audits * Internal Controls * Payroll * A/R and A/P * Cost Accounting * GL Financial Planning * Investment Management * Cost Control * Change Management * Business Expansion Cash Flow * Process Engineering * Financial Reporting * Regulatory Compliance

Tags for this Online Resume: Cash Flow, Compliance, Financial, Financial Management, Management, Payroll, Budgeting, Community Development, GAAP, Generally accepted accounting principles, cpa, accounting, finance, tax, audit, manufacturing, gaap, excel, accountant, controller

Auditor - 16 Years of Experience - Near 84092

To obtain an Internal Audit or Accounting position with a dynamic company where my experience in accounting, finance, audit and process improvement can help the Company to achieve its goals and objectives. Experienced and goal-oriented accounting and audit professional with over 16 years of accounting, auditing, internal auditing and compliance experience. Experienced at interacting with individuals at all levels throughout...

Tags for this Online Resume: Management, Audit, Internal audit, Accounting, Consumer Products, Assessments, Consulting, Documentation, Financial, Financial Reporting

Director

QUALIFICATIONS SUMMARY Results-oriented professional with significant experience in, Supply Chain & Operational Planning, Financial Analysis & Forecasting, Vendor/Customer Relationship Management. Proven ability managing teams, projects, programs and resolving complex business issues. Excellent leader with superior organizational, analytical and talent development skills. Select Competencies & Accomplishments Accomplishment...

Tags for this Online Resume: Financial, Inventory, Inventory Control, Planning, Engineering, ROI, SAS, Capital Planning, Forecasting, Manufacturing, manufacturing, production, reliability, inventory planning, financial forecast

Project Manager - 13 Years of Experience - Near 76034

SUMMARY Certified PMP with extensive and deep program/project management experience managing a range of products in a portfolio. Proven ability in financial planning in multi-national corporations, managing on-time delivery of Tier 1 and Tier 2 projects. Expert in managing the Software Development Life Cycle (SDLC) process. Proven ability in business process improvement. Proficient in the remediation of networks, service or...

Tags for this Online Resume: Applications, Program Manager, Infrastructure, Security, e-Commerce, Accounting, Airlines, Architectural, Compliance, Data Center Migration, software, linux