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Director Financial Planning And Analysis resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Executive Profile
  • Director of Finance with MBA and CPA and proven success in Financial Analysis, Annual and Long Range Planning, Financial Reporting, and Competitive Analysis in diverse industries such as credit cards, financial services, restaurants, and lending.
  • Recognized by Senior Management as dependable leader with strong interpersonal and communication skills, expertise in managing resources, and ability to motivate, encourage, and mentor others.
Skill Highlights
  • Annual Planning, Budgeting and Forecasting
  • Presentation Support For Management 
  • Competitive Analysis and Intelligence
  • Financial Analysis of Products and Initiatives
  • Cost Containment/Business Efficiency Analysis
  • Long Range Strategic Planning and Analysis 
  • Financial Reporting and Accounting
  • Board Presentations 
  • Data Mining and Analysis
  • Staff Training and Development


Core Accomplishments
  • Created and implemented weekly P&L process at restaurant level and accompanying reports to management
  • Leader of Finance department for Discover Card brand for 3 years during company's NOVUS Network strategy; scope of responsibility - staff of 10, $30bn of Receivables, 35mm accounts, and $6bn of Revenues
  • Sole Finance individual on task force charged with creation and development of Prime Option Visa/MasterCard, Discover Card's first foray into bank card products
  • Have directly presented to and supported all levels of Senior Management, including Chairman and CEO
  • Was chosen by Senior Management as 1 of 25 individuals firm-wide to teach Leadership classes to 75-100 new employees twice per year over seven year period
  • Created Competitive Insights, a tool to provide management with financial results, current developments, and trends of major competitors within 24 hours of their Earnings Releases
  • Created product mix and volume/margin matrix analyses as well as hourly labor deployment model based on transaction and sales levels designed to optimize staffing


Professional Experience
Director, Financial Planning and Analysis, 05/2007 to Current
Bse GlobalUniondale, NY,
  •  Responsible for budgeting, forecasting, and long-range planning for corporate office and over 100 individual restaurants with over $100mm of annual revenue Created and implemented new reporting to enhance management decision making including: Daily Flash of prior day, current period, current quarter, and year to date sales comp by region Breakdown of sales comp by store by Daypart, Day of Week, and Catering vs In-Store Analyzed returns on investments from expenditures such as digital menu boards and Coke Freestyle machine; resulted in savings/cost reductions of over $1mm Weekly reporting of cost of goods sold actual vs.
  • theoretical by store, district, and region resulting in savings of 50 basis points of sales annually Trailing 13 week sales comp stoplight/dashboard by store; helped drive improving comp trends Opening to date performance reports for all stores opened within past 3 years Best In Class performance report by store type and location Daily weather database and sales comp by major markets Impact of store remodels on performance Prepare 5 year Income Statement, Balance Sheet, and Cash Flow Statement projections Analyze offers/marketing promotions such as Buy One Get One, $ Off, Free Beverage, Double/Triple Points Analyze sales/labor trade-off by time of day to determine effectiveness of staffing, saving over 25bp of sales Responsible for oversight of banking function Led initiative to transition entire banking relationship to new bank, reducing Bank Fees 25% Ensure proper funding of all accounts to support needs of Payroll, Accounts Payable, and other areas Prepared weekly rolling cash forecast Discover Card.
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Director, 01/2003 to 01/2006
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  • Prepared annual Strategic Plan and quarterly updates for entire company; coordinated with parent.
  • Oversight of Competitive Analysis including: monitor earnings, trends, and events of competitors, industry, and environment; prepare quarterly Competitive Review Book, Competitive Website, and Competitive Insights.
  • Responsible for financial oversight of Capital Allocation Committee.
  • Responsible for Standard Profitability Formula, a measure of per-account profitability.
Director, 01/2000 to 01/2002
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  • Determined value of potential new cardmember accounts using NPV analysis; expanded channels analyzed from Direct Mail only to six additional channels; also added analysis of customer type.
  • Worked with Business Development area of Marketing in analysis of new product profitability.
  • Established Finance Charge Monitoring process for Sarbanes-Oxley compliance.
Director of Finance, 01/1996 to 01/1999
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  • Responsible for financial management/decision making for Discover Card brand Provided financial support to Marketing department including: Account Acquisition Profitability Analysis; Promotional Pricing program profitability; Cashback Bonus analysis; Analysis of Receivables by type Acted as financial representative of brand Pricing Committee Tracked cardmember account clusters for performance before, during, and after promotional offers Prepared and presented monthly financial material for Senior Management Business Review meeting Provided financial support for Advertising, E-Commerce, Cardmember Services, and Business Technology Prepared Annual Plan, quarterly reforecasts, and Strategic Plan for brand Presented financial portion of Annual Plan to Senior Management Analyzed trends and created Discover Card Trend, Accounts Receivable, Expense, and Brand Summary books.
Manager, 01/1995 to 01/1996
Primrose School, ,
  • Supported financial analysis and Annual/Strategic Plan needs of CoBrand/Affinity and Secured products.
  • Prepared pricing analyses used in contract negotiations with co-branding partners.
Manager, 01/1990 to 01/1995
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  • Was 1 of 4 original task force members to create Prime Option Visa/MasterCard Responsible for financial presentations to Chairman and Steering Committee Created 7 year financial model later submitted as evidence in Visa lawsuit and analyzed by Visa economists Worked with NationsBank to prepare co-branded agreement for card Responsible for Annual and Strategic Plans for brand.
Manager, 01/1989 to 01/1990
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  • Assisted Chairman directly in preparation of materials used to prepare speeches and presentations to Board.
  • Assisted in Q&A preparation for Chairman for Stockholders' Meeting.
  • Created Product Profitability model for Sears Consumer Finance product mix.
Education
: Management Accounting, Expected in
DePaul University - ,
GPA:
B.S: Accounting, Expected in
University of Illinois - ,
GPA:
Accounting
Certified Public Accountant Proficient with Hyperion, Oracle, Aloha Enterprise (company System Administrator), Brink POS, and Net Chef: , Expected in
- ,
GPA:
Affiliations
Director of Finance with MBA and CPA and proven success in Financial Analysis, Annual and Long Range Planning, Financial Reporting, and Competitive Analysis in diverse industries such as credit cards, financial services, restaurants, and lending. Recognized by Senior Management as dependable leader with strong interpersonal and communication skills, expertise in managing resources, and ability to motivate, encourage, and mentor others. Core knowledge base and competencies include: Annual Planning and Budgeting/Forecasting * Presentation Support For Management Long Range Strategic Planning and Analysis * Financial Reporting and Accounting Competitive Analysis and Intelligence * Board Presentations Financial Analysis of Products and Initiatives * Data Mining and Analysis Cost Containment/Business Efficiency Analysis * Staff Training and Development
Skills
Accounts Payable, Accounts Receivable, Advertising, Balance Sheet, banking, Book, branding, budgeting, Business Development, Cash Flow Statement, Competitive, Competitive Analysis, contract negotiations, Certified Public Accountant, database, decision making, Direct Mail, E-Commerce, Senior Management, Finance, financial, financial analysis, financial management, Financial Planning and Analysis, Flash, forecasting, Hyperion, investments, Leadership, Director, marketing, materials, office, Enterprise, Network, Oracle, Payroll, 35mm, POS, presentations, Pricing, pricing analyses, Prime, reporting, sales, Sarbanes-Oxley, speeches, staffing, strategy, Strategic, Strategic Plans, System Administrator, Trend, type, Website

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Resume Overview

School Attended

  • DePaul University
  • University of Illinois

Job Titles Held:

  • Director, Financial Planning and Analysis
  • Director
  • Director
  • Director of Finance
  • Manager
  • Manager
  • Manager

Degrees

  • B.S
  • Certified Public Accountant Proficient with Hyperion, Oracle, Aloha Enterprise (company System Administrator), Brink POS, and Net Chef

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