To present yourself as . Must identify partner impacts and be able to communicate that to business CFOs, Strong working knowledge of Excel; Essbase/Hyperion, MicroStrategy knowledge preferred, Demonstrated experience in ad hoc analytics, Management Reporting, budgeting and forecasting for the APAC region, Liaising with different Finance Business Heads across the APAC Region, To conduct / provide variance analysis to senior stakeholders, To support a VP on projects and ad hoc tasks, Lead and continuously develop a high performing team by setting appropriate priorities & performance objectives and providing regular feedback. Worked closely with admissions and career advisors to ensure students completed degree programs. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This includes demonstrating available techniques to help in the preparation of the plan or analysis, Act as a liaison between the field and the financial planning product group, responsible for consolidating and communicating user feedback, making enhancement recommendations, providing feedback on training and support materials, Act as a subject matter expert for a specific tool or subject, responsible for acting as a key resource for other members of the Financial Planning Support Team, working with the financial planning product area to understand enhancements or changes, act as a level II support for specific escalation items, Mandatory participation in group training programs, As needed, assist the Financial Planning Resources team in testing new releases of the LifeView tools before they are put into production, As needed, perform walk through sessions with FAs who are looking to gain an understanding of how the various components of the LifeView tools can be applied to their practice, BS/BA degree required; Finance, Accounting or Business concentrations preferred, Fully licensed Series 7 and 66 (or 63 & 65) upon hire preferred, Demonstrated proficiency in financial planning and financial planning tools, Demonstrated ability to think creatively and be solution-oriented, Demonstrated ability to quickly learn and apply new concepts, Assist the Financial Planners in preparing advice proposals and drafting of annual review letters, Preparation of Pension Consolidation Schedules including pension analysis, Prepare for client meetings. Define/maintain expense approval chains, in alignment with the Departments organizational structure, Manage administration of IAs outsourcing agreements and act as point of contact to the Groups Sourcing and Vendor Management team, Acting as main point of contact regarding audit action remediation tracking (MICOS AT), in particular, Variance analysis of budget vs. actual results, Assist with cash flow projections, balance sheet, and P&L preparation, Assist with forecasting, ad hoc analysis, trends, and expense analysis, 1-2 years accounting experience, preferably in manufacturing, Strong technical aptitude - Excel and SAP, Ability to communicate effectively with all levels of staff, Analyze hotel performance using financial and statistical techniques to identify trends and explain anomalies, Deliver ad hoc analysis and recommendations that encompass strategic direction, optimal value creation and proper focus of resources, Utilize statistical and data visualization techniques to develop innovative approaches to complex business problems, Identify implication of strategic decisions on future performance and communicate results to leadership team, Partners with Financial Advisor to review clients current portfolio design, understand client goals, enter client data, and conduct financial analysis, Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives, Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals, Prepares presentations that clearly communicate the recommendations and alternatives related to the clients financial analysis and comprehensive plan design, Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan, Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case, Prepares files for meetings with existing and new clients, Prepares, coordinates and follows through on any needed communication with new or existing clients, Continuously monitors clients financial situations with detail and accuracy, with the ability to the look at their overall financial picture, Responds to client questions by telephone, email and occasional personal visits, Educates client on the functions of various securities markets and the principal factors that affect them, Assists with guidance on small business planning, Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate, May open, transfer, and close customer accounts and maintain appropriate account records, May obtain and verify the clients purchase and sale instructions, enter orders, and follow up on completion of transactions, Ensures firm and regulatory policies are followed within compliance standards, Fundamental investment concepts, practices and procedures used in the securities industry, Effective verbal and written communication to deliver clear, effective, and professional presentations, Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases, Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions and changing priorities, Use oral and written communication skills sufficient enough to interact effectively with and guide clients on various planning options, Continuously learn investment products, industry rules and regulations, and financial planning, Establish and maintain effective working relationships at all levels of the organization.with clients, Analyze daily activity reports for sales practice, suitability and performance issues, Bachelors degree in related field and two (2) years experience in the financial, retirement and estate planning field or in marketing these services, Manage the forecasting, annual planning and monthly closing / flash process for the National Strategic Accounts group of the Automated Logic business division of US Field Operations, Perform ongoing internal reporting requirements such as business unit, product line, and daily sales and backlog, Annual business/financial plan development for US Field Operations, Experience in HFM, SAP, MSD, M3/Lawson, BI, and Excel, Flexibility to be able to manage competing priorities, Elaborate financial statements in line Corporate Policies and Procedures, Provide monthly Analysis explanation of deviations versus Budget and Forecast, Calculate ratecard, Allocations and Corporate Fees, Reviews trial balances record are in line with Corporate Policies and Procedures, Oversight Mex GAAP and US GAAP Financial Information, Develop standard formats, templates and models to be utilized for planning and analysis purposes including monthly consolidated merger synergy analysis, Perform other related duties, as assigned, Solid financial management skills including forecasting, budgeting planning and keen business acumen, Strong analytic, organizational, and problem solving skills, Thorough knowledge of operating metrics reporting processes and regulatory reporting requirements, Ability to document, prepare and present data-driven presentations, Ability to make decisions and solve problems while working under pressure, Mature judgment and individual initiative, Proven track record of developing staff and maintaining a high standard of employee relations, Provide key actuals and forecast analysis to the Regional HQ in Brussels, Executive, Functional and Country Leadership, Ensure that the business understands its performance versus its commitments and to proactively analyze and be able to explain variances, Provide support and guidance to the entities (including RD&E centers in Gdask and Barcelona), Co-operate with other functional leaders to ensure consistency of reporting (HR, Functional Department leaders, Product Management, RD&E, etc. Extremely driven and determined to succeed. In Excel, must be proficient with pivot tables, charting, formulas, and be good at working with large data sets, Work closely with our team of Advisors and act as a liaison with various account custodians, Assist Advisors in preparation of financial plans, retirement analysis and ad hoc planning requests from clients, Involvement in pre-meeting activities and assist in follow-up correspondences, Assist in clerical tasks including service requests, account paperwork and various research projects, Accurately updating and maintaining client data in the firms CRM, Helping to analyze new integrations and services that streamline the advisor-client relationship, B.A. Offer guidance, suggestions, and constructive feedback regarding interpretation of client documents, software functions, and other components of their role, Maintain organized, efficient client files with minimal excess information; properly dispose of outdated paper-based and electronic-based information, Preserve the confidential nature of our clients personal financial data and obtain and share this data according to BB&T policies, guidelines, and ethics requirements, Assume additional responsibilities as requested by WDFP management and fully support the efforts and direction of the financial planning leadership in Wealth Division, Strong technical knowledge of issues relating to financial planning (e.g. Portfolio Management. Sold stocks, bonds, and mutual funds to high net worth individuals. Skills : Sales, Project Management, Marketing. Financial Planner () FREE CV RESUME SAMPLE/TEMPLATE WhatsApp Excellent computer skills, including proficiency in excel and outlook as well as ability to interpret and learn financial and accounting software as needed, Superior relationship management skills; strong interpersonal skills with the ability to communicate across all leadership levels, Excellent ability to collaborate with others, work independently or as part of a team, initiate action, adapt to change, make difficult decisions, solve problems and accept challenging assignments, Proven leadership skills including leading people, driving change and innovation, creating and sustaining partnerships and focusing on results, Creativity, critical thinking skills, high energy, disciplined organizational skills and a corporate entrepreneurial spirit are necessary, Knowledge of Operational Excellence principles such as LEAN/Six Sigma; capable of visualizing the linkages between component parts of the whole and connecting the dots that lead to the desired outcome, Support entity CFO in day-to-day performance monitoring: ensure overall performance consistency cross Business and alert on major deviations, Drive and control the Financial Performance to ensure highest level of consistency and quality (closing, Forecast, Target, prior, audit, management fees ) across entity, Correspondant for Corporate, Financial communication, Auditors, HR (STIP, CCE), Own scenario planning cycles and added value analysis (Risk / opportunities), drive and coordinate implementation of transversal projects and new rules / processes as per Group policies, Animate Business reviews process (deck consolidation, data consistency, specific slides beyond standard templates) and preparation with management, Animate, plan and coordinate target setting process, For OPs, under the leadership of the Zone President & CFO, splitting the Zone targets from the BUs and formalizing those with the clusters, countries, GTMs, Support FBPs' reporting and performance analysis requests with a mission of continuous standardization and minimizing adhoc needs, Drive costs analysis (direct and indirect, in-country and out of-country Cash out / SFC), in coordination with CFO & FBP in Ops and SVP Divisions and Commercial controllers in BU and, Manage verticalized team and develop FP&A talents, Local IT tool Finance support (Master data update and alignment) in coordination with Smart Finance and FISS, Minimum 12 years holding finance analysis and accounting management position in a multinational organization, Possess regional or multi-country leadership experience in the relevant function, Able to manage and influence in matrix, remote and cross-culture environment, Excellent in Excel and working knowledge of PowerPoint, Proven ability to communicate with management across all functions, Able to identify connections between market performance/business actions and financial performance, Able to capture critical points from massive information, Able to work independently with minimum supervision, Able to think out of the box, be innovative and proactive, Able to prioritize and always meet deadline, Responsible for all administration and security aspects of the financial reporting / forecasting software system. Generated over $70 million in written insurance and annuities; recognized as a top producer. ), and timely report conclusions, updates, and progress back to WDFP management, The Subject Matter Expert (SME) in a specific knowledge area related to complex financial planning (i.e. This will primarily involve creating financial plan reports using standard firm tools, but may often include participation in data gathering and/or plan presentation meetings, Be able to answer intermediate to advanced-level tax and financial planning questions from clients. Accomplished and energetic Financial Planner. Assessed the patient's and family ability to financially support post-transplant. It's actually very simple. What's more, the median annual wage for the Financial Advisor jobs was $64,770 in May 2020. Series 7, 66 (or 63 and 65) and life, health, and variable insurance licenses must be obtained within 6 months of starting the position, Solid knowledge of financial planning process and financial planning software programs, CFP designation; or, progress towards CFP, or completion of other related credentials such as CLU, ChFC, CRPC, or CMFC, Experience with contact relationship management (CRM) systems such as Siebel, ACT, Goldmine, etc, Experience using Financial Profiles and/or NaviPlan financial planning software tools, Execute financial modeling for real estate related activities including new builds, relocations, consolidations, branch purchase and property redevelopment, Partner with Branch planning on reviewing CERP packages for accuracy, Participate in model governance, serve as back up to Consumer Banking model committee, Maintain database(s) of modeling decisions and output, Serve as back up for new build commitment related activities and processes including Fast Start and annual reset, Ad hoc projects and supporting more complex modeling, Financial modeling relative to the operation of the various models (multi variable, 10 year discounted cash flow model with economic and field performance output), Self starter, organized, attention to detail, Strong communication and presentations skills with frequent interaction with senior management, Proven organization and project management skills, Ability to create strategic and visual PowerPoint presentations for executive management review, Ability to successfully work in a team setting and build effective partnerships with Branch Planning, Consumer Banking Finance, and Model Governance, Strong knowledge of the branch P&L and core performance drivers, 2-5 years of successful finance, operations or analysis experience preferably in Retail Financial Services, Strong knowledge of the branch P&L, particularly for New Builds, Proficiency in Excel & PowerPoint, experience in Access a plus, Generous base salary competitive commission structure among the highest compensation in the industry, Successful completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), Registered Representative status or IIROC licensed, Successful completion of the Certified Financial Planner designation (CFP) within 18 months of hire is required, 7 - 10 years experience structuring complex retirement, investment, tax and business transition solutions for High Net Worth clients, resulting in a thorough understanding of economic/political impacts on business, legislation, competitors, regulators, trends, etc, Polished interactive/presentation skills to effectively convey information/ideas to clients and the CIBC sales force, Oversee sales and financial forecasting. The shortest time frame in which our writers can complete your order is 6 hours. Conducted preliminary interview with prospective students to determine their financial aid eligibility and analyze their financial aid needs. Able to independently prepare and/or present materials for senior leaders, Ability to effectively communicate with financial planners, field management and Guardian leaders, Strong detail orientation and proven ability to apply knowledge appropriately, At least 5 years financial planning experience with a record of increasing responsibilities in compliance and/or supervisory functions, Generous base salary + competitive commission structure - among the highest compensation packages in the industry, Additional earning potential for new assets acquired (pay for performance), Partnership opportunities with Commercial and Retail Banking, Private Wealth Management, Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manage, Utilises deep understanding of business operations and commercial factors to support decision-making, Applies fundamental knowledge of all relevant risk policies to safeguard against non-compliance and violations, Demonstrates basic understanding of Credit Management principles and the impact of credit decisions on business performance, Applies IFRS and GRM to consolidate financial information and ensures that the information captured is accurate and complete and represents a single version of the truth, Coordinates planning activities, engages stakeholders and creates robust and viable plans aligned to strategy, Applies investment valuation techniques and guides the evaluation of investment proposal decisions, Effectively manages projects and change and leads continuous improvement initiatives, Shapes business decisions through insight derived from intelligent analysis of financial and non-financial data, Understands the drivers of business strategy and key tools to help shape and implement it, Lead the review of monthly performance with corporate leaders, including the interpretation of financial performance (balance sheet, P&L & cash flow) compared to Plan, Prior Year and Prior Outlook, Drive initiatives to enhance financial performance -- identify, research and analyze critical financial drivers, risks, and opportunities, Analyze, forecast, and present financial data to corporate leaders on a monthly basis, Partner with Internal Customers to establish and maintain metrics for cost savings, process improvement, and management reporting, Provide leadership to ensure financial plans are cohesive and aligned to overall Enterprise strategy, Prepare and maintain financial models, including evaluating key assumptions, building scenarios and performing sensitivity analyses, Provide finance support for key strategic initiatives and develop ad-hoc analyses, Monthly Financial Reporting Packages (Executive summary, Operational Management, Practice Level), Quarterly Board of Directors presentations, Plan and coordinate annual operating plan preparation and quarterly forecast updates, Provide support to the Corporate Functions (IT, HR, Legal, etc) and for Capital and Technology Initiatives, Participate in acquisition analysis and support integration of acquired companies, Provide or coordinate ad-hoc analysis requests and complex scenario modeling as needed by a variety of business stakeholders, Monitor and assure data integrity and accuracy, Bachelor's degree in Accounting or Finance required, Master's degree (MBA) and/or a CPA designation preferred, 7+ years of related experience, Minimum of 3+ years of Planning and forecasting experience, 2+ years of previous managerial experience is strongly preferred, Strong communication skills with executive management, Strong analytical skills with demonstrated experience with financial statement analysis and financial metrics, Demonstrated knowledge of financial systems; Hyperion experience a plus, Highly motivated, self-starter with hands-on approach and ability to drive a consensus, Multi-tasking oriented with ability to stay organized, set priorities, and meet deadlines, Review completed financial plans using a standardized methodology, Identify minor and major concerns with completed plans, and provide commentary, Handle large volumes of support requests (calls and e-mails) from frontline Investment Advisors regarding technical and non-technical questions, Meet agreed-upon service level targets for plans reviewed, and quality of output, A bachelor's degree in business or a related field with a minimum of one year experience in the financial services industry or professional services, A strong interest in financial services and wealth management, specifically around financial planning, Demonstrated consistency in values, principles, and work ethic, Develop proficiency with required financial planning software and reporting tools, Help coach and develop Junior Consultants in the areas of financial planning, quality review and support, Identify areas for process efficiency enhancements, Demonstrate high levels of technical and professional knowledge, Display teamwork, integrity and leadership, A bachelor's degree in business or a related field with a minimum of three years experience in the financial services industry, preferably in wealth and asset management, Bilingualism in both, French and English languages would be considered an asset, Own the development and communication of the financial aspects of Executive Reviews & Presentation materials including Operational Reviews, VLC, Playbooks, Employee meetings, etc, Evaluate business results and partner with VBM finance team leaders to serve as a functional expert to the business client to provide strategic guidance and insights during the analysis process, Finance lead for a multitude of special projects related to Verizon Business Markets. Coordinated and assisted with agency marketing. We provide sample Resume for financial advisor modernizm freshers with complete guideline and tips to prepare a well formatted resume. ), Partner with Regional Executives to drive sustainable growth in the sites of Global Operations and support execution of strategy, Drive net cost maximization by partnering with HQ Billing team and ensure cost liquidation of incoming new migrations, Lead the planning processes for annual plan and quarterly plans, provide timely and accurately closing, Drive cost out initiatives and standardized financial review rhythm, Lead reviews with leadership and provide recommendations to support cost and project objectives, Relevant financial / forecasting experience is a must, Demonstrated strong analytical and forecasting skills, Accuracy and timeliness reporting to stakeholders. Point of contact for business throughout and after project implementation. Production Planner Sample Resume: Beginning of video dialog content. Seeking position at Resnick & Sheckley Financial Services. estate tax, gift tax, business planning, etc.) Achieve asset targets through the sale of RBC products and services, The ideal candidate will have expertise in financial planning, Proven application of business acquisition, establishing community and client relationships, and with success in business growth, Experience creating a referral network or possesses a current extensive network of centres of influence, A strong sales orientation and a demonstrated passion for putting clients first, The ideal candidate will have a minimum of 2-3 years expertise in financial planning, Previous successful sales experience in the financial industry (2-3 years), Fluency in a second language will be considered an asset, Primarily work on higher net worth and institutional executive cases, Help advisory team identify most critical client needs and then build, review, and approve cash flow based financial plans modeled to either address specific client concerns or show comparisons between alternatives, Provide executive summary notes of planning cases including addressing client concerns and planning considerations, Assist advisory team with client preparation meetings including identifying and prioritizing questions/issues, Provide technical responses and/or discussion support for planning questions elevated from both the field advisors and other CAG team members, Communicate regularly with assigned regional team to promote benefits of planning and share information with partners, Build and maintain collaborative relationships with various business partners to advance and achieve company goals and objectives. Prepared trading materials for firm wide withdrawal from two separate funds. Work with departments in budget planning, analysis, and adjustments, Analyze current year, overall operating budget activity on a monthly, quarterly, annual and multi-year basis. Answer all phones calls from students and staff. Self motivated, goal and results driven, Strong influencing and team orientation skills. Surface risks and opportunities and provide strategic offsets, Identify in-season receipt needs based on forecast and communicate changes to the open to buy purchase needs, moves and/or cancellation, Execute and project Vendor Margin Template (VMT) in collaboration with key business partners, Present performance and plan to partners with solutions, opportunities and risks, Previous financial accountability including financial/ROF planning and strategy, Strong understanding of financial performance metrics, ROF process, assortment planning, and business partner relationships, Strong computer skills Microsoft Word, advanced Excel (formulas, pivot tables, function keys, etc. Then, through designated software, work with Financial Planning Analyst to identify gaps/shortfalls in clients goals and objectives and provide proper advice and potential solutions, Display ability to interact and explain complicated financial planning issues as well as creating and delivering planning recommendations with both clients in excess of $15 million net worth and Wealth team members. in Finance or Economics preferred, or relevant, 1+ years (ideally 2+) in relevant environment (wealth management/investment management/financial services/wealth operations), Excellent communication skills - written and verbal, Experience with MoneyGuide Pro strongly preferred, Eager to learn, Friendly, and professional positive attitude, Coordinates with the Relationship Manager to meet client needs, complete planning assignments and support their implementation, Develop presentation materials and participate directly in meetings with clients and prospects, Assist as required in the implementation of client financial plans, Respond to the client inquiries and initiates client contact when appropriate, Works with Op-Co CFO and Controller to develop and maintain a multi-entity budget and revised forecast models for use in the strategic planning process, Supports in-depth analytics of commercial performance and costing activities for the sales force (standard salesman costs), including but not limited to quarterly updates of standard costs, regular ride along with agents and in-depth analysis of commission plans, Maintains the monthly forecast and forecast revisions within TK/Cubes and DHR Hyperion instance, Analyzes monthly results in preparation for the forecast review, president's letter, and PD/Ops review, including owning CVDs and KPIs, Assists CFO and Controller in analysis of potential acquisitions, and resulting preparation of required ROIC models and Whitepaper analysis, Has full knowledge of and utilizes those tools collectively known as the Danaher Business System (DBS), Participates in the review and analysis of business processes, as may occur from time to time within the context of DBS, Has full knowledge of other Danaher policies and procedures, most notably those found in the Accounting/Finance section of myDanaher.com, Manages a team of 4-7 direct reports and helps as an informal coach for FP&A teams in all of Latin America/Canada, Coordinates global deliverables via development and update of a global Op-Co calendar and detailed financial task list, May be requested to lead Due Diligence activities for Op-Co or other Op-Cos within Danaher Water Quality, Supports training and development of DBS projects (Kaizens, PSP, Standard Work and similar), Leads productivity and cost saving initiatives to achieve the expected stretch financial goals of the Op-Co, Participates actively in ERP and DWH initiatives and design, College degree.
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