Director Of Financial Planning And Reporting Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Executive Profile
Results oriented financial professional with extensive knowledge and experience in financial planning, reporting, consolidation of multinational financial statements, business modeling and analysis with demonstrated expertise and dedication to continuous process improvement, problem solving skills and positive "can do" attitude.
Skill Highlights
Microsoft Dynamics NAV, SAP, Adaptive Insights, Cognos TM1, Jet Reports, Infor, Sage, Power BI, Advanced level of proficiency with Microsoft Office (Excel, VBA macros, Access, PowerPoint, Word),
Core Accomplishments
Professional Experience
Director of Financial Planning and Reporting, 06/2010 to Current
Arthur J Gallagher & Co. East Lansing, MI,
  • Medical Device industry leader in arrhythmia monitoring and INR testing technologies and services Reporting:.
  • Manage the consolidation of multicurrency monthly, quarterly and annual financial results, strategic plans, forecasts and budgets.
  • Ensure that the foreign currency statements are translated and measured from the functional currency to the U.S.
  • dollars correctly.
  • Ensure timely financial reporting to support decision making and enable compliance with policies, regulations and laws.
  • Coordinate preparation of audit schedules and support external financial audits.
  • Review balance sheet accounts, income statement trends and variances for each respective entity and cost center to ensure conformance with GAAP and IFRS.
  • Prepare notes to the financial statements for the annual report and other public filings.
  • Research new accounting pronouncements and evaluate their impact on the business.
  • Assist PWC with the preparation of work papers supporting the federal and state income tax returns Financial Planning & Analysis:.
  • Partner with the global business leaders to support strategic corporate initiatives including M&A, investment cases and new business models.
  • Lead company-wide financial planning processes including budgeting, rolling forecast, long range plan, capital expenditures, financing activities and consolidation of the financial statements.
  • Monitor business performance to ensure key goals are met, including reporting and managing progress against the company's KPIs and milestones.
  • Collaborate with business partners to control department expenses, explain variances to the budget and update the corporate forecast.
  • Prepare presentations for the Executive Management and Board of Directors Drive Process Improvement & Standardization:.
  • Lead continuous improvements to efficiency and accuracy, including implementation of new systems (Microsoft Dynamics NAV, Adaptive Insights, Concur) and tools.
  • Improved the financial reporting process by integrating the consolidation and the budgeting software with the ERP system.
  • Developed uniform chart of accounts and standardized reporting packages for all business units in US and Global.
  • Develop, implement, and ensure compliance with internal financial and accounting policies and procedures People Management and Development:.
  • Recruit, motivate and mentor the team to achieve performance objectives.
  • Establish individual performance objectives and development plans.
Financial Analyst, 03/2008 to 05/2010
Tri Pointe Homes Lathrop, CA,
  • Industrial distributor of maintenance and repair supplies Financial Planning & Analysis:.
  • Assisted in budget preparation and monthly forecasting for multiple departments and business units.
  • Researched and explained variances to budgets and forecasts.
  • Created dynamic financial models to evaluate business scenarios and support business decision including financial justification (NPV, IRR, payback).
  • Performed account analyses and reconciliations Reporting:.
  • Prepared financial reports, dashboards and presentations for the Executive Management and the Board of Directors.
  • Assisted in the monthly consolidation process and preparation of financial statements.
  • Participated in the preparation and review of SEC filings including 10Ks and 10Qs.
  • Prepared Internal and External Audit schedules as assigned.
  • Ad hoc reporting, analysis requests and special projects Other:.
  • Cognos TM1 administrator.
  • Assist with the documentation of policies and procedures.
  • Process consulting and capital expenditure requests.
Staff Accountant, 12/2005 to 02/2008
Jackson Hewitt Livermore, CA,
  • Leader in packaging design, manufacturing, engineering
  • Assisted with the month-end close process by preparing journal entries, reconciling GL accounts and preparing variance analyses.
  • Worked with the Controller and the Director of Operations to establish appropriate labor and overhead rates and set up the bill of materials.
  • Coordinated month-end inventory cycle counting, costing and valuation.
  • Monitored inventory levels, inventory turns, inventory adjustments, manufacturing and vendor scrap.
  • Managed detail fixed asset ledgers and depreciation/amortization schedules, including tracking asset transfers and disposals.
  • Performed all accounts payable functions ensuring accurate and timely vendor payments, proper GL coding and signature authority.
  • Posted sales invoices and credits, applied receipts and assisted with collections.
Tax Preparer, 01/2005 to 04/2005
Liberty Tax Service City, STATE,
  • Prepared tax returns for individuals or small businesses.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and.
  • allowances.
  • Reviewed financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns Used appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
MBA: Finance, Expected in 03/2010
DePaul University - Chicago, IL
Bachelor of Science: Finance, Expected in 08/2005
Coastal Carolina University - Myrtle Beach, SC
Certified Public Accountant - Illinois: , Expected in
- ,
accounting, accounts payable, Ad, balance sheet, budget preparation, budgeting, budgets, budget, BI, capital expenditures, Cognos, com, consulting, Controller, costing, Certified Public Accountant, clients, cycle counting, decision making, documentation, ERP, Executive Management, financing, financial, financial and accounting, Financial Planning & Analysis, financial audits, financial planning, financial reports, financial reporting, financial statements, preparation of financial statements, forecasting, forms, functional, GL, http, inventory levels, inventory, notes, Director, macros, People Management, managing, materials, mentor, Access, Microsoft Dynamics, Excel, Microsoft Office, PowerPoint, Word, packaging design, policies, presentations, processes, Process Improvement, coding, progress, reconciling, reporting, Research, Sage, sales, SAP, strategic, strategic plans, taxes, prepare tax, tax returns, valuation, VBA

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School Attended
  • DePaul University
  • Coastal Carolina University
Job Titles Held:
  • Director of Financial Planning and Reporting
  • Financial Analyst
  • Staff Accountant
  • Tax Preparer
  • MBA
  • Bachelor of Science
  • Certified Public Accountant - Illinois

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