Financial Planning Analysis Manager Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
A highly self-motivated, accomplished and results oriented financial professional with over 15 years of diversified experience in performance reporting, business support, advanced modeling and financial analysis. Excellent multi-tasking and organizational aptitudes with advanced technical skills. Able to identify areas of strength and weakness and implement company policies and procedures to optimize overall financial reporting.  Proficient at producing professional results while adhering to difficult mandates and rigid deadlines. Focused on developing and streamlining procedures and finding innovative, cost-effective solutions. Always open to new and challenging assignments while providing strong initiative and commitment to quality and excellence.
  • Budgeting & Forecasting 
  • Variance Analysis   
  • Sales and Marketing
  • ROI Modeling
  • KPI Reporting
  • Process Improvement
  • Benchmark Analysis
  • Long Range Planning
  • Trend Analysis 
  • Strategic Planning

2015 to Current Financial Planning & Analysis Manager Axis Capital Holdings | Alpharetta, GA,
  • Streamline spending analysis to a more accurate, efficient and automated process
  • Create and present monthly presentations illustrating business performance and goals
  • Orchestrate the design, development and implementation of enhanced forecasting models as well as the monthly preparation, consolidation and review of sales & marketing business forecasts
  • Enhance business support and service through the implementation of reporting and process improvements 
  • Manage the review and analysis of monthly, quarterly and annual financial performance to determine key drivers impacting company department P&Ls
07/2014 to 11/2014 Senior Planning Analyst Lockheed Martin | Washington, DC,
  • Built financial models and tools as necessary to analyze data and present insights and conclusions.
  • Provided analytical and technical support for the annual plan and forecasting processes including being the lead for store level planning systems and tools.
  • Liaised and worked with the functional leadership teams and regional Finance partners to identify and evaluate strategic growth and financial performance improvement opportunities.
  • Performed variance and trend analysis while highlighting risks and opportunities in relation to the forecast and budget.
04/2007 to 07/2014 Senior Financial Analyst Lockheed Martin Corporation | Jacksonville, FL,
  • Aided with various ad-hoc financial analyses as directed, deemed necessary, and participating in the development of business cases for strategic initiatives.
  • Directed the timely comparisons of actual results to plans and prior year results for the purpose of identifying problem areas that may require corrective action.
  • Monitored trends, assessed implications and developed actionable strategies.
  • Implemented key performance indicators to monitor company performance.
  • Performed ROI analysis as needed to determine company growth initiatives.
  • Built and presented company-wide five year long range plan and yearly budget.
  • Created trend reporting to initiate and finalize new licensing, sponsorship, e-commerce and digital agreements.
  • Analyzed the impact of debt and equity financing on changing ownership structures.
  • Performed scenario analysis to align financial resources with growth objectives.
  • Provided financial support to all revenue departments to increase and improve overall revenue performance.
  • Presented monthly and quarterly management discussion and analysis presentations.
  • Performed benchmark analysis through metrics and demographic measures.
07/2006 to 04/2007 Senior Financial Analyst Usaa | Chesapeake, VA,
  • Gathered, analyzed and developed conclusions regarding operational and financial results to present to senior management.
  • Created and implemented ROI models resulting in company savings of over $1m. 
  • Prepared and presented individual hotel, banquet and casino department budgets and forecasts.
  • Provided financial support to department managers and company executives.
  • Presented company daily operating report with detailed analysis on key metrics and operational performance.
08/2004 to 06/2006 Financial Analyst II Zazzle | Remote, OR,
  • Compiled total operations performance for company-wide operations.
  • Provided financial support to Turner affiliates to further utilize planning and analysis.
  • Managed the timing and execution of company-wide reporting to adhere to time sensitive corporate deadlines.
  • Designed intercompany policy and process to accurately report activity with Time Warner companies.
  • Implemented new forecast cash flow reporting tool to predict accurate forecasts.
07/2000 to 08/2004 Financial Analyst Nortel Networks | City, STATE,
  • Served as point finance contact for all North American Nortel logistic distribution centers.
  • Responsible for reporting profit center operations to corporate headquarters timely and efficiently.
  • Spearheaded the development of new finance customer database and trained staff on use and reporting.
  • Prepared thorough financial reports and partnered with department heads to prepare revenue forecasts.
  • Key contributor in assessing viability of future business ventures by performing revenue and cost analysis.
Expected in Bachelor of Science | Accounting North Carolina State University, , GPA:
MBA Marketing - In progress
I.D.E.A Award recipient - May 2016
Advanced MS Office, SAP, Hyperion, Peoplesoft, Oracle, Great Plains, JD Edwards, SQL, BI 360, TM1, Netsuite

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Resume Overview

School Attended
  • North Carolina State University
Job Titles Held:
  • Financial Planning & Analysis Manager
  • Senior Planning Analyst
  • Senior Financial Analyst
  • Senior Financial Analyst
  • Financial Analyst II
  • Financial Analyst
  • Bachelor of Science