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Online Resumes with "FINANCIAL PLANNING"



Financial Analyst - 10 Years of Experience - Near 93215

Career sumMary A high potential Senior Financial Analyst with twenty three years of proven experience in Finance and accounting demonstrating consistent record of cost reduction and forecast accuracy. Formally responsible for all financial matters related to Sears Logistics Services. This included conducting research, gathering, maintaining and analyzing data, preparing and distributing profit and loss reports, maintaining ...

Tags for this Online Resume: Transportation, Accounts Payable, Bilingual, Customer Service, Microsoft PowerPoint, Microsoft Word, Quick Books, Quickbooks, Accounting, Accounting Functions

Personal Financial Advisor - 20 Years of Experience - Near 63368

Provide sophisticated financial planning support to Wealth Management Advisors and other client facing employees as a key member of a client strategy team. Communicate with clients regularly regarding financial planning strategies and investment products.

Tags for this Online Resume: Financial, Planning, Ad Hoc Reports, Fixed Income, Fixed Income Trading, Inventory, finance, cfp, Series 7

Financial Analyst - 12 Years of Experience

Summary: * A qualified professional in accounting and finance, MBA graduate from University of Greenwich and have more than 12 years of experience in private, public and international institutions. Core expertise in financial planning, budgeting, data analysis and reporting, GL reconciliation. * Almost 3 years on design and develop web solutions using MS SharePoint Designer, Visual Studio, and InfoPath, utilizing jQuery, Ja...

Tags for this Online Resume: Accounting, Management, Financial Industry, Budgeting, Accounting Principles, Accruals, Analytical Skills, Coding, Cost Control, Financial

Financial Manager, Branch or Department - 15 Years of Experience - Near 30030

Qualifications Profile Financial Planning & Analysis * Significantly streamlined metrics and reporting requirements of Key Performance Indicators (KPIs) eliminating 60% of redundant and extraneous reporting efforts. * Drove financial and operations awareness through cost mitigation tactics and product/process rationalization. * Turned around underperforming functions by identifying improvement areas and proposing critical p...

Tags for this Online Resume: Management, Forecasting, Strategic Initiatives, Consulting, Business Development, Assessments, Distribution, Due Diligence, Inventory, Manufacturing, finance

Financial Manager, Branch or Department - 20 Years of Experience - Near 71105

SUMMARY Over thirty years of experience in healthcare management, with a proven track record of effectively addressing financial, operational and planning issues. Demonstrated core competencies include: * Financial Analysis * Budgeting * Business Planning of Program/Services * Project Management * Financial Reporting, P & L Management * Strategic Financial Planning * Market Share Analysis * Benchmarking/Productivity Analysi...

Tags for this Online Resume: Planning, Support, Decision Support, Distribution, Due Diligence, Financial, Forecast, accounting, finance, manufacturing, gaap, excel, accountant

Financial Specialist - 20 Years of Experience - Near 37174

Summary Corporate Cash Manager with expertise in all areas of Cash Management operations in Multinational Corporation, Local Government, and Not-For-Profit environments. Hands-on Management with key strengths in strategic Liquidity Management and Financial Planning, P tactical execution and leadership of technology initiatives that enhance operations and bottom-line performance. Over 26 years of Treasury, Finance and Manage...

Tags for this Online Resume: Accounting, Cash Management, Management, Securities, Data Processing, General Ledger, Insurance, Reconciliations, Sales, Cash Flow, treasury

Financial Planning and Analysis

I currently work in a business development role at a medical device company called Castlewood Surgical, which involves extensive business planning, financial forecasting, company valuation, COGS and R&D analysis, financial planning for acquisition and licensing opportunities, maintaining cap table, sales support activities and industry, market & competitive intelligence. I am very passionate about what I currently do, and w...

Tags for this Online Resume: Excel Modeling, Financial Planning, Fund raising, Corporate Finance, Business Valuation, Presentations, Sales Analytics

High Level Sales Consultant

Summary of Northwestern Mutual Financial Advisor Position, as well as, my current Financial Consultant Position: Certified Financial Planner with a successful history of providing comprehensive financial planning advice for retirement, estate, investments, and risk management. Possesses in-depth knowledge of industry products, services, and best practices. Adept at evaluating data and delivering sound advice based on risk t...

Tags for this Online Resume: Financial, Best Practices, Certified Financial Planner, Evaluate, Financial Industry, Management, Planning, Platinum, Risk Management, Sales, sales, CFP, chief Financial Officer

Sr Manager/Director

SUMMARY Accomplished Business Intelligence & FP&A professional skilled in evaluating performance of initiatives and recommending areas of improvement aimed at increasing ROI. Experienced at guiding cross-functional teams, managing analysts and growing revenue using data analysis. Skilled at developing reporting scorecards designed to track key performance metrics. * Business Process Improvement * Customer Relationship Mgt. ...

Tags for this Online Resume: Evaluate, Management, Metrics, ROI, Budgeting, Planning, Benefits, Business Intelligence, Customer Relationship Management, Data Analysis, analytics

Senior operations management-20+ years experience-Northeast

Tags for this Online Resume: Management, Financial planning & analysis, Operations management, Restructuring, Performance improvement, Manufacturing

Finance Analyst 6 years experience, Honeywell technology solution pvt ltd

Profile:- 6 years 4 month extensive functional experience in Finance FP&A & SAP FI end user. Presently working Honeywell Technology Solution Bangalore as a Finance Analyst. Graduate as B.Com (HONS) from Vidyanagar University, West Bengal. Pursuing MBA Finance from Sikkim Manipal University, Bangalore. Profile: Financial Planning & Analyst Skill: SAP Current responsibilities: * Analyze financial statements for conformance to...

Tags for this Online Resume: Financial Industry, Bank Reconciliation, Financial, General Ledger, Training, Accounting, Accounts Payable, Accounts Receivable, Banking Industry, Management

Financial Analyst - 15 Years of Experience - Near 06801

SUMMARY Accomplished leader, Vice President with 15+ years of experience overseeing the Financial Planning and Analysis function at increasing levels of responsibilities over my tenure. Have significant experience in Financial Control, Transfer Pricing, Legal Entity Reporting, Service Level Agreements, Cost Control, Project Finance and Month End Close processes. Talented in building strong business partner relationships at ...

Tags for this Online Resume: Accounting, Audit, Budgeting, Management, Support, Accruals, Planning, finance, Transfer Pricing, P&L Accountability, Balance Sheet Substantiation, Controls, Communication & Presentations