financial planner resume examples

They examine how the client's previous money management contributed to their current situation. The Financial planner helps individuals and companies examine and determine their financial situations and suggest ways to use them appropriately by investing in savings and investments. to provide sound investment advice to clients, and share information with relationship managers, Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), Successful completion of the Certified Financial Planner designation (CFP) within 18 months of hire, University degree in finance, accounting or business administration, 5-8 years experience as business/financial controller, project accounting or from management consultancy, Broad financial knowledge including understanding expenses, revenue, cost and cash flow effects of different activities, Understanding of accounting and knowledge in common controlling methods and models, Good knowledge in Microsoft Excel, Essbase and Hyperion or other IT tools to perform Business and Financial Control, Excellent language skills in written and spoken English, Experience from the financial sector or IT sector is looked upon as a merit, Supporting the technology management with financial planning and control in order to contribute to a high performance within the organization; budgeting, forecasting, month end close, etc, Managing the forecasting process for organizational units within technology to contribute to a better business awareness and resource planning, Contributing to improve routines within the financial and controlling area, not only within the own Business Area but as part of NASDAQ, Supporting the technology organization with training/best practices how to make decisions from the financial and controlling area, Minimizing the number of substantial internal and external audit issues, Code invoices and create purchase orders for purchases related to the technology organization that is being supported, Provide holistic financial planning advice to UBS WM UK clients, in particular Leeds/Manchester, with a high level of technical expertise and client service, Build strong relationships with the UBS client advisor population to continue and develop the penetration of financial planning products and services, Attend client meetings alongside the UBS client advisors; prepare meeting notes and follow ups, In conjunction with your Paraplanner, prepare recommendation letters for clients and ensure underlying research is correct and documented, Have expert knowledge on the full set of the financial planning tools, 2+ years of financial services experience or related industry preferred, Experience with Trusts, Estate Planning, or Insurance Planning preferred, Post graduate degree in Accounting or Finance with at least 2-3 years of FP&A experience is desiarable, Experience of Financial Services is essential, Experience with variance explanation & analysis is essential, Experience with Expense Management is desirable, Proficiency in Microsoft Excel and Powerpoint skills, Lead the team responsible for front office reporting for Global Equitie, Provide the Front Office with accurate financial information to assist in their daily/monthly/quarterly management of their business, Preparation of consolidated financial analysis for Finance & Front Office Senior Management, Ensure the members of the Global Equities Planning & Controls team are trained on and fully understand control procedures & reporting requirements, Point person for all matters related to revenue reporting for Global Equities, Main liaison between the Americas front office COO team & Equities Product Control, Maintain & improve control framework and governance for revenue items, Team lead for all front office reporting responsibilities, Coach junior staff in understanding roles & responsibilities of the wider team, Manage an offshore team which is responsible for daily/weekly front office reporting, Challenge existing processes and approaches ensuring best practice across finance, Oversee the production of the Global Equities Monthly Executive Committee presentation, Track Global Equities top line results against competitors on a quarterly basis, Accurately report and explain income and KRI metrics to traders, trading management and senior finance management, Oversee the month end processes for all of US Equities product control including monthly and quarterly financial disclosures, in particular IFRS reporting, Daily/weekly/monthly commentary & dashboard preparation, Involved in P&L Explain attribution reporting & oversight, Work with Sales Finance, Financial Control and Cost Decision Support teams to provide in-depth analytics to the front office & senior management, Oversee the daily p&l process for Americas Equities Management, Monitor & report monthly trader profitability for Americas desks, Bachelors Degree in Finance or accounting, 5+ years of Management Reporting and/or Financial Planning & Analysis experience, 3yrs experience of prior product control experience with month end close process, Undergraduate or post Graduate degree with concentration in Finance & Accounting, Able to manage an offshore production team, Excellent presentation skills and ability to manage and analyze broad data set, Able to meet deadlines in a very fast-paced environment, Extreme attention to detail with the ability to think strategically and to see the larger picture, Able to effectively interact independently with Directors & Managing Directors in both front & back office, Strives to provide top quality service to clients, Able to communicate in a clear & concise manner, Proficient in MS Excel including vlookup, pivot tables and formulas, Use of Excel macros and Access databases to build reporting and analysis tools, Strong knowledge of accounting and finance concepts, 6+ years of Management Reporting and/or Financial Planning & Analysis experience, Able to communicate in a clear and concise manner, Proficient in MS Excel, including vlookup, pivot tables and formulas, At least 5 years experience in FP&A (Financial Planning & Analysis)- must be a SME (Subject Matter Expert), At least 5 years experience in Presales/ implementation skill, Production of country financial performance reports and provide meaningful commentary to clearly summarize financial trends, Produce and analyze the annual budget, mid-year reforecasts, and bi-monthly outlooks in partnership with businesses, Global Functions and O&T, Preparation of analytics in support of CFO, CCO and Business Heads reviews, Develop key metrics to highlight opportunities to improve business profitability and performance, Develop strong relationships with key partners and senior management, Ad hoc preparation of presentations for the team supporting the CCO and Business Heads, Ad hoc analytical support, including issue investigation, Proven track record with 3-5+ years of relevant work experience in financial services, Excellent analytical skills, with an ability to deliver insight and conclusions in a concise and logical manner to team leaders, Team player, with the ability to develop strong relationships with numerous partners, Ability to multitask, work under pressure in a fast paced environment, and be flexible, Manage of reporting in financial and consolidation information systems, depending on the activity timing: running specific procedures, sending and checking data, identifying anomalies, tracking corrections according to the assigned area, Participate in the reporting process within the group (actual and forecast), Perform analysis to support decision making, Functional administration of the Group financial applications, Review and update documentation and internal procedures, Support for the group subsidiaries in reporting processes (send data in the applications, perform checks, communicate guidelines and calendar), MS Office proficiency: Excel, Word, Outlook, PowerPoint, Fluency in English; French would be a plus, Essbase and HFM systems knowledge is a plus, Working knowledge of consolidation and financial information systems, Ownership of timely collection of financial and non-financial data from business and support groups, Consolidation of business line forecast in Base Level Earnings tool, Ensure accuracy and completeness of quarterly update and full year forecast, Advanced knowledge of financial accounting (including consolidations) and generally accepted accounting principles, Advance knowledge of business related computer software specifically Excel, PowerPoint and Word, Ability to identify issues and recommend viable solutions, Accounting related experience and advanced analytical skills, In depth knowledge of the securities and financial services industry, Manage Operating Review process, review and analyze weekly OR package, anticipate questions management will ask and be prepared with answers, Manage corporate expense planning cycle target setting, preparing meeting documents, preparing roll up schedules and analysis for senior management, assist budget managers, Manage corporate allocation process and identify year over year changes. Partner with the various departments to provide financial structure, context and guidance to on-going business initiatives, Prepare in-depth analysis of the business and management reporting, challenge the business results, continuously evolve the reporting to reflect evolving context, data availability and priorities, Enhance business controls and FP&A, lead the change management process for management reporting, forecasting and financial planning, Assist in systems evolution: in a context where we are evolving our systems and processes to omni-channel capability, own the forecasting and management reporting sides of that evolution, Define the appropriate business controls for each area and ensure they are implemented; continuously drive improved reporting and business control, Comply with all Health & Safety policies and requirements, Recruit, select, hire and on-board the best talent; lead, coach, motivate and retain a team of high performing employees that is capable of delivering results by owning, explaining, criticizing and improving the management accounts, key value drivers and associated departmental reporting, Recognize and reward extraordinary performance; give feedback and develop performance improvement plans for underperforming employees. ), Partner Asia Controllers to ensure completeness and accuracy of Cards and Loans P&L, Play key interface role with other functional areas, Develop pipeline of Finance talent through management and coaching of immediate team as well as resources partnered in the markets, GCB P&A team acts as a strategic partner across the GCB businesses (product and country business lines). Client Relations Conduct analysis for client's financial goals. Research details of related planning techniques and products available to Wealth clients. Models complex strategies for high-net-worth clients to help maximize long-term tax efficiency. Find out what is the best resume for you in our Ultimate Resume Format Guide. Responsible for prospecting to new business, with a special emphasis in Financial Services, Analyzed clients financial goals and objectives in order to build and manage their portfolio, Political Science And Public Administration. Guide the recruiter to the conclusion that you are the best candidate for the financial planning job. Track results vs. forecasts & provide timely analysis to CFOs/CEOs of the 2 JVs, Drive planning cycles and provide guidance to businesses for MOU and long term strategic projections. ), Agility: Embraces change with realistic optimism; Adjusts quickly to situational needs, as well as new roles, teams, paradigms, and environments; Persists through challenges and setbacks caused by change, Vision: Gathers and synthesizes information, then transforms into new, value-add possibilities; Articulates compelling directions to others; Takes a solution-based approach to drive results, Collaboration: Identifies, initiates, and builds trust-based relationships through candor and honesty; Proactively engages others and facilitates new ways of thinking; Encourages and respects diverse points of view; Shares information in order to drive team success, Influence: Asserts own ideas and persuades others in a clear, confident, and composed manner; Tailors message for the audience; Gains support and commitment from others; Motivates and mobilizes people to take action, Prepare and execute the Rolling Operating Forecast (ROF) for all financial metrics. Once advice has been provided, ensure that the new business pack is fully complete and compliant and submit to the Financial Planning administrator. A career as a financial planner at National Bank means playing an important role with your clients through the 7 areas of expertise in financial planning. Required education includes at least a Bachelor's Degree in accounting or finance and professional certifications. Maintain knowledge of regulations affecting function and work with internal departments on compliance issues. Utilizing the Recommendations Letter, communicate appropriate next steps in addressing objectives and concerns from the financial plan, Attend and participate in weekly WM Team sales meetings as well as established WFP teleconferences, meetings, and activities, Create strong working relationships with attorneys, accountants, and other advisors that work with affluent market segment to assure quality administration and increased business opportunity. The composition of an ideal Financial . This includes all necessary internal and client meetings with Wealth team members and other BB&T Integrated Relationship Management partners, Remain knowledgeable and up-to-date on personal financial issues, regulations, investment philosophies, and planning techniques for affluent individuals and families. Assist lines of business in calculating expected ROI on all major projects, as well as doing follow-up actual results vs expectations after the project has been completed. Recognize when to involve other specialists within the firm in a particular situation, Lead or partner in High Net Worth client meetings, as determined by the relationship team to identify client needs and provide education based on the urgency and prioritization of the client needs, Work as a team with the Financial Planners in each market as well as the Financial Planning Center in terms of sharing expertise, sharing best practices and participating in National or Regional Planning Initiatives, Working with the Financial Planning Center, ensure the proper construction of the appropriate financial plan to meet the client's goals and objectives, Develop a specialty in addition to being a planning generalist. Conducted preliminary interview with prospective students to determine their financial aid eligibility and analyze their financial aid needs. Skills : Microsoft Office Suite, Money Guide Pro, Tamarac Solutions Software, Salesforce, Red Black Trading, Bloomberg,. Ability to effectively communicate, both orally and in writing, through all levels of the organization, CFP preferred or ability to progress to CFP pathway, Strong focus on utilizing Business Warehouse tools to improve and streamline business processes across both shops / Global Supply Chain, Training new MC&O associates on using Business Warehouse and how to leverage the tool, Working in conjunction with our BW Finance manager to drive longer-timer business solutions utilizing our suite of reporting, Support various ad hoc financial analysis requests from senior management, Form part of the Asia center of excellence for CCAR/ RUBY, working closely with business partners in Risk, Treasury, Controller and Data Management organizations to provide training in the use of Ruby, help the various teams configure their forecast setup and assumptions in Ruby and help the various teams ensure straight through data feeds into Ruby; this role will also focus on executing enhancements to RUBY to ensure that it is best in class, Leading Asias RUBY data accuracy program for FP&A, working closely with the ALM group in New York Treasury with a focus on the Asia region, as well as the cross-regional coordination, Help coordinate the Asia annual planning process, working with country FP&A teams and stakeholders across business and regional products; review output of planning models and ensure high quality documentation, Working with the PPNR Coordination group in Corporate FP&A and the central CCAR coordination team on ensuring that CCAR requirements and policies translate into Ruby system requirements and actions, and helping Asia regional FP&A design a process to efficiently execute the required actions, The candidate may also from time to time get involved in various ad hoc scenario analysis carried out in Ruby at the request of the CFOs, Manages the development and implementation of the financial planning process within the Merchandise division, Responsible for the development, implementation and oversight of the order approval and open to buy process relating to sales and inventory of the retail merchandise categories, Works with the Vice President Merchandising Support and the Director; Business Insights to maintain the integrity of the merchandise financial planning systems. and timely report conclusions back to WDFP management, Strong understanding of the WDFP process and how it relates to, is implemented, and is explained to the WD service platform, as well as supporting internal documents. Assisted in the development of financial plans for solving client's financial needs and crisis. Using Excel spreadsheets, SunGard, Money Guide Pro, Profiles, or eMoney financial planning software, developed a comprehensive financial plan consistent with the client's goals. This includes interpretations of actual performance versus plan/forecast and reporting to parent company, Develop and maintain strong working relationships with US and International business unit Finance Heads and personnel, Be creative and innovative in sourcing and analyzing data; able to effectively synthesize and summarize detailed financial data to create meaningful, high-level, result-oriented analysis, Develop detailed budget and forecast models to drive high quality decision-making, analyze the company, and closely monitor business performance, Provides standard and ad hoc analysis; look for new ways to analyze the business and drive productivity, Prepare analysis, commentary and presentation material for monthly, quarterly and annual financial review meetings, this include the Mid Range Planning and Business Plan presentation materials. Financial Planner Resume Examples. Carries out duties in accordance with established methods, procedures and guidelines, Part of the franchise FP&A team focused on expense analysis and management, Assess and drive expense management with businesses in Singapore through leading management information, analytics and metrics, Drive strategic initiatives to improve business performance and enhanced productivity, Be the trusted advisor to the Singapore FP&A Seniors and Businesses and drive business dialogue at all levels of the organization to support achieving business and financial goals, Collaborate with and develop Mumbai FP&A CoE Support, Drive performance assessment of the businesses in Singapore, providing insight into the performance and drivers of the business through financial analysis and leading financial metrics, Drive strategic exercises for businesses working closing with business managers including annual budgets and 3 & 5 year strategic plans, Participate in reviews with the CBM and regional stakeholders, Partner with controllers to ensure completeness and accuracy of P&L and data quality, Strong leadership skills and ability to work with the influence cross-functional teams, Strong communications skills (written, verbal and interpersonal) including tact, diplomacy and ability to influence senior level executives, Demonstrated strength in detailed financial analysis, Excellent MS Office skills including Excel, PowerPoint and Project, Self starter who takes the initiative to create and deliver enhancements, Integrity, maturity, dependability and a positive professional attitude, Evaluating current GTF contracts that have not been integrated into the Engine Services finance and accounting systems and analyzing the changes since the cost sheet for incorporation into these systems, Analyzing GTF aftermarket accounting decisions such as warranty and LLP incorporation and the associated impact on life of plan financials for various GTF contracts, Evaluating unique modeling requirements of GTF contracts and work with the finance and accounting team to develop solutions for incorporation, Perform Estimate at Completion (EAC) analysis on GTF and Legacy (as required)V2500/PW4000 contracts and present to Senior Management, Coordinate all MML and OMM planning activities, particularly for the GTF contracts to ensure long range plans are accurate as it relates to specific GTF contract and accounting policies, Update Senior Management on a regular basis on the progress of GTF contract incorporation into the finance process including relevant changes from initial cost sheet assumptions, Lead the identification of cost control strategies and annual business planning processes by ensuring that financial plans support business strategies to enable effective budget and financial management, Partner closely with all business groups to understand and develop operational metrics and business tools to identify, track and forecast primary drivers that impact results, Drive the development, refinement and implementation of financial plans that will deliver optimal results by establishing a culture of continuous process improvement, Oversee the Corporate deals and business analysis process to provide leadership key analyses and metrics to lead the organization and ensure timely and accurate delivery of all requests.Responsibility includes delivering meaningful analysis and commentary to Sr.

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